Global Retirement Partners LLC Raises Position in Alibaba Group Holding Limited $BABA

Global Retirement Partners LLC raised its stake in Alibaba Group Holding Limited (NYSE:BABA) by 88.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 14,141 shares of the specialty retailer’s stock after purchasing an additional 6,634 shares during the quarter. Global Retirement Partners LLC’s holdings in Alibaba Group were worth $2,073,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Bluesphere Advisors LLC raised its stake in shares of Alibaba Group by 2.2% in the third quarter. Bluesphere Advisors LLC now owns 3,023 shares of the specialty retailer’s stock worth $540,000 after purchasing an additional 64 shares during the last quarter. Transcend Capital Advisors LLC raised its stake in shares of Alibaba Group by 1.0% in the third quarter. Transcend Capital Advisors LLC now owns 6,661 shares of the specialty retailer’s stock worth $1,191,000 after purchasing an additional 66 shares during the last quarter. Ameriflex Group Inc. raised its stake in shares of Alibaba Group by 101.4% in the third quarter. Ameriflex Group Inc. now owns 143 shares of the specialty retailer’s stock worth $26,000 after purchasing an additional 72 shares during the last quarter. Highline Wealth Partners LLC raised its stake in shares of Alibaba Group by 20.7% in the fourth quarter. Highline Wealth Partners LLC now owns 426 shares of the specialty retailer’s stock worth $62,000 after purchasing an additional 73 shares during the last quarter. Finally, TrueWealth Financial Partners raised its stake in shares of Alibaba Group by 1.7% in the third quarter. TrueWealth Financial Partners now owns 4,361 shares of the specialty retailer’s stock worth $779,000 after purchasing an additional 75 shares during the last quarter. 13.47% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Alibaba Group

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

• Positive Sentiment: Alibaba unveiled new AI products, including the Qwen 3.7-Max model and the Zhenwu M890 chip, signaling deeper investment in domestic AI infrastructure and a push to become a leading “AI factory” in China. Alibaba unveils new Qwen model, custom chips in bid to become China’s ‘AI factory’
• Positive Sentiment: Multiple reports highlighted Alibaba’s stronger AI positioning and the potential for monetization, with some coverage framing the company’s AI progress as a shift from investment mode toward commercialization. Alibaba signals next phase of AI growth from investment to commercialisation
• Positive Sentiment: Analysts remained constructive, with Susquehanna reportedly raising its price target on BABA to $185 and other firms maintaining bullish ratings, reinforcing confidence in the stock’s longer-term AI and cloud opportunity. Alibaba (BABA) Price Target Raised to $185 by Susquehanna
• Neutral Sentiment: Coverage also noted that AI leaders in China and the U.S. continue to attract heavy investor attention, which may be supporting sentiment around Alibaba’s AI strategy more broadly. DeepSeek Founder Avows AGI Goal Ahead of $10 Billion Funding
• Negative Sentiment: Alibaba and other U.S.-listed Chinese stocks were hit by news of a China cross-border crackdown on online brokerages, reminding investors that Beijing’s regulatory risk remains elevated for Chinese ADRs. Alibaba, U.S.-Listed Chinese Stocks Fall On Cross-Border Crackdown; Futu Crashes
• Negative Sentiment: Broader U.S.-China financial friction also weighed on sentiment, with investors reminded that policy and regulatory tensions could continue to pressure valuation multiples for Alibaba. U.S.-China Financial Rivalry Flares Up. The Summit Smiles Are Fading.
• Negative Sentiment: Some traders also focused on the near-term earnings and margin tradeoff, with Alibaba’s heavier AI and cloud spending plans seen as a potential drag on profitability and free cash flow in the short run. Alibaba slides as investors digest profit squeeze and stepped-up AI spending plans

Analysts Set New Price Targets

Several analysts have recently commented on the company. Wall Street Zen raised Alibaba Group from a “sell” rating to a “hold” rating in a research note on Saturday. Jefferies Financial Group reduced their target price on Alibaba Group from $225.00 to $212.00 and set a “buy” rating for the company in a report on Thursday, March 19th. Nomura upped their target price on Alibaba Group from $200.00 to $207.00 and gave the company a “buy” rating in a report on Friday, May 15th. HSBC upped their target price on Alibaba Group from $172.00 to $180.00 in a report on Thursday, May 14th. Finally, BNP Paribas Exane initiated coverage on Alibaba Group in a report on Wednesday, April 29th. They issued an “outperform” rating and a $209.00 target price for the company. Two analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $188.76.

Alibaba Group Stock Performance

BABA stock opened at $130.02 on Friday. The firm has a market cap of $311.91 billion, a PE ratio of 21.35, a P/E/G ratio of 2.26 and a beta of 0.50. The company has a quick ratio of 1.33, a current ratio of 1.28 and a debt-to-equity ratio of 0.21. The business has a 50 day moving average of $131.59 and a 200-day moving average of $147.87. Alibaba Group Holding Limited has a 12-month low of $103.71 and a 12-month high of $192.67.

Alibaba Group (NYSE:BABA) last released its earnings results 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 company had revenue of $35.30 billion during the quarter. As a group, sell-side analysts expect that Alibaba Group Holding Limited will post 6.67 earnings per share for the current year.

Alibaba Group Announces Dividend

The company also recently disclosed an annual dividend, which will be paid on Monday, July 13th. Shareholders of record on Thursday, June 11th will be issued a dividend of $1.05 per share. This represents a yield of 72.0%. The ex-dividend date of this dividend is Thursday, June 11th. Alibaba Group’s dividend payout ratio is 15.60%.

Alibaba Group Profile

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.