Sei Investments Co. Acquires 222,666 Shares of Alibaba Group Holding Limited $BABA

Posted by Brenda Bartman on Jul 25th, 2026

Sei Investments Co. grew its holdings in Alibaba Group Holding Limited (NYSE:BABA – Free Report) by 63.5% in the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 573,409 shares of the specialty retailer’s stock after buying an additional 222,666 shares during the quarter. Sei Investments Co.’s holdings in Alibaba Group were worth $71,940,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Northwestern Mutual Wealth Management Co. lifted its stake in Alibaba Group by 7,680.3% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 6,014,147 shares of the specialty retailer’s stock worth $881,554,000 after acquiring an additional 5,936,847 shares during the period. Norges Bank bought a new stake in Alibaba Group in the fourth quarter valued at $594,477,000. Altshuler Shaham Ltd purchased a new position in Alibaba Group during the 4th quarter valued at $160,410,000. Third Point LLC purchased a new position in Alibaba Group during the 4th quarter valued at $120,928,000. Finally, Bbfit Investments PTE Ltd. bought a new position in Alibaba Group in the 4th quarter worth $106,828,000. 13.47% of the stock is currently owned by institutional investors.

Alibaba Group Trading Down 1.6%

NYSE:BABA opened at $112.26 on Friday. Alibaba Group Holding Limited has a one year low of $91.99 and a one year high of $192.67. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.28 and a quick ratio of 1.28. The company’s 50-day simple moving average is $114.46 and its 200 day simple moving average is $134.07. The firm has a market capitalization of $269.09 billion, a P/E ratio of 18.43, a PEG ratio of 2.10 and a beta of 0.51.

Alibaba Group (NYSE:BABA – Get Free Report) last announced its quarterly earnings data on Tuesday, March 31st. The specialty retailer reported $0.01 earnings per share for the quarter. Alibaba Group had a net margin of 10.31% and a return on equity of 4.76%. The business had revenue of $35.30 billion for the quarter. As a group, analysts forecast that Alibaba Group Holding Limited will post 6.28 EPS for the current fiscal year.

Alibaba Group Dividend Announcement

The business also recently declared an annual dividend, which was paid on Monday, July 13th. Investors of record on Thursday, June 11th were paid a $1.05 dividend. The ex-dividend date was Thursday, June 11th. This represents a dividend yield of 93.0%. Alibaba Group’s dividend payout ratio is presently 16.91%.

Analysts Set New Price Targets

Several research firms have recently commented on BABA. Barclays raised their target price on shares of Alibaba Group from $186.00 to $195.00 and gave the stock an “overweight” rating in a research report on Thursday, May 14th. Susquehanna boosted their price target on shares of Alibaba Group from $170.00 to $185.00 and gave the company a “positive” rating in a research report on Friday, May 15th. Nomura decreased their price target on shares of Alibaba Group from $207.00 to $178.00 and set a “buy” rating for the company in a research note on Thursday, June 25th. BNP Paribas Exane began coverage on shares of Alibaba Group in a report on Wednesday, April 29th. They issued an “outperform” rating and a $209.00 price objective for the company. Finally, Freedom Capital raised Alibaba Group from a “hold” rating to a “strong-buy” rating in a research report on Friday, April 24th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and five have given a Hold rating to the company. According to MarketBeat, Alibaba Group presently has an average rating of “Moderate Buy” and a consensus target price of $186.90.

View Our Latest Stock Analysis on Alibaba Group

Insider Buying and Selling

In related news, insider Fang Jiang sold 4,898 shares of the firm’s stock in a transaction that occurred on Thursday, June 25th. The stock was sold at an average price of $12.09, for a total transaction of $59,216.82. Following the completion of the transaction, the insider owned 5,559,511 shares of the company’s stock, valued at $67,214,487.99. This trade represents a 0.09% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Hong Xu sold 175,054 shares of the firm’s stock in a transaction that occurred on Thursday, June 25th. The shares were sold at an average price of $12.15, for a total value of $2,126,906.10. Following the transaction, the chief financial officer directly owned 280,496 shares of the company’s stock, valued at approximately $3,408,026.40. This trade represents a 38.43% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 920,303 shares of company stock worth $70,796,370 over the last three months. Corporate insiders own 12.50% of the company’s stock.

Key Alibaba Group News

Here are the key news stories impacting Alibaba Group this week:

Positive Sentiment: Alibaba’s Qwen AI agent is being positioned as a core driver of transformation, with deeper integration into e-commerce, stronger merchant/customer engagement, and potential token-based monetization. The company’s Cloud+AI segment is also highlighted as a major growth engine, with external revenue above $5.3 billion and triple-digit AI growth for 11 straight quarters. Alibaba: Qwen Powering AI Transformation
Positive Sentiment: Alibaba’s international commerce arm is reportedly nearing break-even as logistics improvements, AI tools, and better monetization support more profitable global expansion. That suggests a potentially improving margin profile outside China. BABA’s International Commerce Narrows Losses: Can It Sustain Momentum?
Positive Sentiment: Alibaba confirmed its Qwen large language model will power Apple Intelligence features on Apple devices in China, a notable commercialization milestone that could strengthen Alibaba’s AI credibility and revenue opportunities. Alibaba Group Holding (BABA) Joins Apple Intelligence In China, Is The Stock Still Undervalued?
Neutral Sentiment: Alibaba-backed AGTech agreed to help build a trading platform for the Hong Kong Gold Exchange, but this appears to be a smaller, indirect development with limited immediate impact on BABA’s core valuation. Alibaba-backed fintech AGTech agrees to build trading platform for Hong Kong Gold Exchange
Negative Sentiment: Recent headlines about securities class-action investigations add legal overhang and may weigh on sentiment, even if the claims are still in the early stages. ROSEN, A GLOBALLY RESPECTED LAW FIRM, Encourages Alibaba Group Holding Limited Investors to Inquire About Securities Class Action Investigation – BABA

Alibaba Group Company Profile

(Free Report)

Alibaba Group Holding Limited is a Chinese multinational conglomerate founded in 1999 in Hangzhou, China, by Jack Ma and a group of co‑founders. The company built its business around internet-based commerce and related services and has grown into one of the largest e-commerce and technology companies in the world. Alibaba completed a high‑profile initial public offering on the New York Stock Exchange in 2014.

The company operates a portfolio of online marketplaces and platforms serving different customer segments: Alibaba.com for global and domestic B2B trade, Taobao for consumer-to-consumer shopping, and Tmall for brand and retailer storefronts targeted at Chinese consumers.