Little House Capital LLC Takes $1.73 Million Position in Alibaba Group Holding Limited $BABA

Little House Capital LLC acquired a new position in Alibaba Group Holding Limited (NYSE:BABA) during the first quarter, Holdings Channel reports. The firm acquired 13,760 shares of the specialty retailer’s stock, valued at approximately $1,726,000.

Other institutional investors have also modified their holdings of the company. Northwestern Mutual Wealth Management Co. boosted its stake in Alibaba Group by 7,680.3% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 6,014,147 shares of the specialty retailer’s stock valued at $881,554,000 after buying an additional 5,936,847 shares in the last quarter. Norges Bank bought a new stake in Alibaba Group in the fourth quarter worth about $594,477,000. Altshuler Shaham Ltd bought a new stake in Alibaba Group in the fourth quarter worth about $160,410,000. Third Point LLC acquired a new stake in Alibaba Group in the 4th quarter valued at about $120,928,000. Finally, Bbfit Investments PTE Ltd. acquired a new stake in Alibaba Group in the 4th quarter valued at about $106,828,000. Institutional investors and hedge funds own 13.47% of the company’s stock.

Analyst Ratings Changes

Several research firms have recently weighed in on BABA. Wall Street Zen upgraded shares of Alibaba Group from a “sell” rating to a “hold” rating in a research report on Saturday, May 23rd. BNP Paribas Exane assumed coverage on shares of Alibaba Group in a report on Wednesday, April 29th. They issued an “outperform” rating and a $209.00 target price on the stock. Freedom Capital raised shares of Alibaba Group from a “hold” rating to a “strong-buy” rating in a research note on Friday, April 24th. Mizuho raised their target price on shares of Alibaba Group from $190.00 to $195.00 and gave the stock an “outperform” rating in a report on Thursday, May 14th. Finally, Susquehanna lifted their price target on shares of Alibaba Group from $170.00 to $185.00 and gave the stock a “positive” rating in a research report on Friday, May 15th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $186.90.

Insider Buying and Selling at Alibaba Group

In related news, President J. Michael Evans sold 720,000 shares of the company’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 value of $68,364,000.00. Following the completion of the sale, the president owned 28,000 shares in the company, valued at approximately $2,658,600. This represents a 96.26% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, General Counsel Siying Yu sold 6,772 shares of the firm’s stock in a transaction that occurred on Thursday, June 25th. The stock was sold at an average price of $12.10, for a total transaction of $81,941.20. Following the completion of the transaction, the general counsel directly owned 607,234 shares of the company’s stock, valued at $7,347,531.40. This represents a 1.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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 over the last three months. 12.50% of the stock is owned by insiders.

Alibaba Group Trading Down 2.1%

Shares of BABA opened at $115.04 on Friday. The business’s 50-day moving average price is $116.66 and its 200 day moving average price is $135.22. The stock has a market capitalization of $276.18 billion, a P/E ratio of 18.89, a P/E/G ratio of 2.12 and a beta of 0.51. Alibaba Group Holding Limited has a 1-year low of $91.99 and a 1-year 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 (NYSE:BABA) last posted its quarterly earnings data on Tuesday, March 31st. The specialty retailer reported $0.01 earnings per share (EPS) for the quarter. Alibaba Group had a return on equity of 4.76% and a net margin of 10.31%.The firm had revenue of $35.30 billion for the quarter. Analysts expect that Alibaba Group Holding Limited will post 6.28 earnings per share for the current year.

Alibaba Group Announces Dividend

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

Key Alibaba Group News

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

• Positive Sentiment: China approved Apple Intelligence for use on iPhones and other Apple devices in the country, with Alibaba’s Qwen model as a key partner. That strengthens Alibaba’s position in AI and could create a meaningful catalyst for growth. Apple Intelligence approved for launch in China with Alibaba and Baidu
• Positive Sentiment: Analysts continue to view Alibaba favorably overall, with reports noting an average “Moderate Buy” recommendation. Alibaba Group Holding Limited Given Average Recommendation of “Moderate Buy” by Analysts
• Positive Sentiment: Wall Street commentary around China’s push for broader, lower-cost AI and new model launches such as Kimi K3 is reinforcing interest in the Chinese AI sector, which can spill over positively to Alibaba as a leading domestic AI name. What Is Kimi K3? The Chinese AI Model That Has Wall Street Talking
• Neutral Sentiment: Erste Group trimmed its FY2028 earnings estimate slightly for Alibaba and also nudged down FY2027 estimates, reflecting a more cautious near-term outlook rather than a major deterioration. Erste Group Bank lowered Alibaba earnings estimates
• Neutral Sentiment: Alibaba’s online travel unit reportedly cut jobs as business conditions remain weak, pointing to internal cost pressure and uneven performance in parts of the company. Alibaba’s Online Travel Arm Slashes Jobs as Business Struggles
• Negative Sentiment: Separate law firms have announced investor investigations into Alibaba, adding legal overhang and uncertainty that can weigh on the shares. Alibaba Investor News from Rosen Law Firm
• Negative Sentiment: Another legal investigation was announced by Pomerantz LLP, reinforcing concerns about potential securities claims and headline risk for BABA. Pomerantz Law Firm Investigates Claims On Behalf of Investors of Alibaba Group Holding Limited – BABA

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.