Coldstream Capital Management Inc. Reduces Stock Position in Alibaba Group Holding Limited $BABA

Coldstream Capital Management Inc. reduced its position in shares of Alibaba Group Holding Limited (NYSE:BABA) by 48.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 5,924 shares of the specialty retailer’s stock after selling 5,612 shares during the period. Coldstream Capital Management Inc.’s holdings in Alibaba Group were worth $868,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. ARK Investment Management LLC purchased a new stake in shares of Alibaba Group during the third quarter worth about $37,565,000. Great Hill Capital LLC bought a new position in Alibaba Group in the third quarter worth about $2,207,000. Vanguard Personalized Indexing Management LLC raised its stake in Alibaba Group by 14.9% in the third quarter. Vanguard Personalized Indexing Management LLC now owns 30,361 shares of the specialty retailer’s stock worth $5,427,000 after buying an additional 3,929 shares in the last quarter. Jennison Associates LLC raised its stake in Alibaba Group by 11.9% in the fourth quarter. Jennison Associates LLC now owns 54,235 shares of the specialty retailer’s stock worth $7,950,000 after buying an additional 5,760 shares in the last quarter. Finally, Thornburg Investment Management Inc. raised its stake in Alibaba Group by 14.3% in the third quarter. Thornburg Investment Management Inc. now owns 553,384 shares of the specialty retailer’s stock worth $98,906,000 after buying an additional 69,232 shares in the last quarter. 13.47% of the stock is currently owned by hedge funds and other institutional investors.

More Alibaba Group News

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

• Positive Sentiment: Alibaba Cloud and Picsart launched the first Happy Horse Awards, a global AI video competition that showcases Alibaba’s generative AI tools to international creators and highlights the company’s push to expand real-world adoption of its AI platform. Picsart and Alibaba Cloud Launch AI Video Competition
• Positive Sentiment: Alibaba signed an MOU with Pakistan’s SMEDA to support the country’s digital economy, which could help deepen Alibaba’s international business reach and reinforce its overseas growth story. SMEDA, Alibaba Group sign MOU to promote Pakistan’s digital economy
• Neutral Sentiment: Analysts are again debating whether Alibaba can recover as cloud revenue and overseas growth accelerate, but they note that weak profitability and cash flow may limit how much upside the stock can sustain. Can Alibaba Stock Recover as Cloud & International Growth Accelerates?
• Neutral Sentiment: A separate analysis reached the same conclusion: growth in cloud and international operations is encouraging, but the company still needs stronger earnings and cash generation to convince investors the rebound is durable. Can Alibaba Stock Recover as Cloud & International Growth Accelerates?
• Neutral Sentiment: News that China is restricting overseas travel for top AI talent at Alibaba and DeepSeek may be relevant to the company’s AI ambitions, but the stock impact is uncertain because the long-term effect is unclear. China restricts overseas travel for top AI talent at Alibaba and DeepSeek
• Negative Sentiment: ByteDance’s plan to ramp up AI capital spending to as much as $70 billion raises the competitive stakes in China’s AI market, which could pressure Alibaba to spend more to keep pace. ByteDance Weighs Capex of as Much as $70 Billion in AI Push

Analysts Set New Price Targets

BABA has been the subject of a number of research reports. Nomura increased their price target on shares of Alibaba Group from $200.00 to $207.00 and gave the stock a “buy” rating in a research note on Friday, May 15th. Morgan Stanley raised their target price on shares of Alibaba Group from $180.00 to $190.00 and gave the company an “overweight” rating in a research note on Thursday, May 14th. HSBC raised their price target on shares of Alibaba Group from $172.00 to $180.00 in a research report on Thursday, May 14th. Barclays raised their price target on shares of Alibaba Group from $186.00 to $195.00 and gave the company an “overweight” rating in a research report on Thursday, May 14th. Finally, JPMorgan Chase & Co. raised their price target on shares of Alibaba Group from $200.00 to $205.00 and gave the company an “overweight” rating in a research report on Thursday, May 14th. Two analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $188.76.

Alibaba Group Trading Down 1.3%

Shares of BABA stock opened at $127.74 on Thursday. Alibaba Group Holding Limited has a 12-month low of $103.71 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. The firm’s 50 day moving average is $131.22 and its 200 day moving average is $146.96. The stock has a market capitalization of $306.45 billion, a P/E ratio of 20.97, a P/E/G ratio of 2.25 and a beta of 0.50.

Alibaba Group (NYSE:BABA) last issued its earnings results on Tuesday, March 31st. The specialty retailer reported $0.01 earnings per share (EPS) for the quarter. Alibaba Group had a net margin of 10.31% and a return on equity of 4.76%. The company had revenue of $35.30 billion for the quarter. Research analysts expect that Alibaba Group Holding Limited will post 6.67 earnings per share for the current year.

Alibaba Group Announces Dividend

The business also recently announced an annual dividend, which will be paid on Monday, July 13th. Investors of record on Thursday, June 11th will be issued a $1.05 dividend. The ex-dividend date is Thursday, June 11th. This represents a yield of 72.0%. Alibaba Group’s dividend payout ratio (DPR) is currently 15.60%.

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.