Opal Capital LLC lessened its holdings in Alibaba Group Holding Limited (NYSE:BABA – Free Report) by 47.8% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 11,447 shares of the specialty retailer’s stock after selling 10,483 shares during the period. Opal Capital LLC’s holdings in Alibaba Group were worth $1,436,000 at the end of the most recent quarter.
A number of other institutional investors also recently added to or reduced their stakes in the stock. Brighton Jones LLC grew its position in Alibaba Group by 40.4% during the 4th quarter. Brighton Jones LLC now owns 3,411 shares of the specialty retailer’s stock worth $289,000 after purchasing an additional 981 shares during the last quarter. AQR Capital Management LLC acquired a new position in shares of Alibaba Group in the 1st quarter valued at about $254,000. Bank of Nova Scotia lifted its holdings in Alibaba Group by 313.0% in the second quarter. Bank of Nova Scotia now owns 21,778 shares of the specialty retailer’s stock valued at $2,470,000 after acquiring an additional 16,505 shares during the period. Daiwa Securities Group Inc. acquired a new position in shares of Alibaba Group in the 2nd quarter valued at $1,613,000. Finally, Ieq Capital LLC boosted its stake in shares of Alibaba Group by 51.9% during the 2nd quarter. Ieq Capital LLC now owns 70,060 shares of the specialty retailer’s stock worth $7,946,000 after acquiring an additional 23,925 shares in the last quarter. Institutional investors own 13.47% of the company’s stock.
Alibaba Group Stock Up 0.3%
Shares of NYSE:BABA opened at $115.37 on Wednesday. The business has a 50-day moving average price of $113.68 and a 200 day moving average price of $133.44. The company has a market capitalization of $276.55 billion, a price-to-earnings ratio of 18.94, a PEG ratio of 2.12 and a beta of 0.51. Alibaba Group Holding Limited has a 12-month low of $91.99 and a 12-month high of $192.67. The company has a current ratio of 1.28, a quick ratio of 1.28 and a debt-to-equity ratio of 0.21.
Alibaba Group Dividend Announcement
The firm also recently disclosed an annual dividend, which was paid on Monday, July 13th. Stockholders of record on Thursday, June 11th were issued 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%.
Alibaba Group News Summary
Here are the key news stories impacting Alibaba Group this week:
- Positive Sentiment: Alibaba’s expanding AI and semiconductor investment portfolio—including exposure to companies such as CXMT and Zhipu—could strengthen its position in China’s technology ecosystem and create additional long-term growth opportunities. From CXMT to Zhipu: How Alibaba’s investment pays off with a growing AI and chip portfolio
- Positive Sentiment: Alibaba Cloud remains a key bullish argument. Its Cloud Intelligence Group has posted strong long-term growth, while proprietary Qwen AI models, competitive pricing, improving margins and supportive Chinese AI policies could drive further cloud adoption. Planned Chinese data-center investment of roughly $295 billion over five years may also benefit Alibaba’s cloud and chip businesses. Alibaba: China AI Policies And Robust Competitiveness To Support Cloud Growth
- Neutral Sentiment: Recent attention from investors and elevated searches for BABA may increase visibility, but the coverage provides limited new fundamental information. Investors Heavily Search Alibaba Group Holding Limited
- Negative Sentiment: A comparison with Oracle presents Oracle’s faster cloud growth, large AI backlog and partnerships as a stronger investment case, highlighting concerns that Alibaba’s recent share-price weakness and slower global cloud-market momentum may limit near-term enthusiasm. Oracle vs. Alibaba: Which Cloud & AI Giant Should You Buy Right Now?
- Negative Sentiment: Pomerantz LLP announced an investigation into potential claims on behalf of Alibaba investors. The notice does not establish wrongdoing, but it introduces a legal-risk overhang and could pressure sentiment if additional allegations emerge. Pomerantz Investor Alert
- Negative Sentiment: Potential U.S.-China semiconductor export restrictions involving chips based on Alibaba designs could disrupt supply-chain relationships and constrain AI-chip development, although the measures remain under consideration. Beijing Just Aimed at Taiwan Semiconductor Manufacturing Company
Analyst Upgrades and Downgrades
BABA has been the topic of several research analyst reports. Nomura dropped their price objective on Alibaba Group from $207.00 to $178.00 and set a “buy” rating on the stock in a report on Thursday, June 25th. HSBC set a $170.00 price target on shares of Alibaba Group in a research note on Thursday, July 9th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Alibaba Group in a report on Wednesday, May 27th. Freedom Capital raised shares of Alibaba Group from a “hold” rating to a “strong-buy” rating in a research note on Friday, April 24th. Finally, BNP Paribas Exane began coverage on shares of Alibaba Group in a research report on Wednesday, April 29th. They set an “outperform” rating and a $209.00 price target for the company. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $186.90.
Read Our Latest Research Report on BABA
Insider Activity at Alibaba Group
In other news, President J. Michael Evans sold 720,000 shares of the firm’s stock in a transaction that occurred on Monday, June 29th. The shares were sold at an average price of $94.95, for a total transaction of $68,364,000.00. Following the transaction, the president directly owned 28,000 shares in the company, valued at approximately $2,658,600. This trade represents a 96.26% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Fang Jiang sold 4,898 shares of the company’s stock in a transaction that occurred on Thursday, June 25th. The shares were sold at an average price of $12.09, for a total value of $59,216.82. Following the sale, the insider directly owned 5,559,511 shares of the company’s stock, valued at approximately $67,214,487.99. This represents a 0.09% decrease in their ownership of the stock. 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 920,303 shares of company stock valued at $70,796,370 in the last quarter. Company insiders own 12.50% of the company’s stock.
About Alibaba Group
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.
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