Brandywine Global Investment Management LLC Sells 5,720 Shares of Alibaba Group Holding Limited $BABA

Brandywine Global Investment Management LLC trimmed its holdings in Alibaba Group Holding Limited (NYSE:BABA) by 6.2% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 86,528 shares of the specialty retailer’s stock after selling 5,720 shares during the period. Brandywine Global Investment Management LLC’s holdings in Alibaba Group were worth $12,683,000 as of its most recent filing with the SEC.

Several other large investors also recently bought and sold shares of the business. O Shaughnessy Asset Management LLC increased its holdings in Alibaba Group by 5.9% in the 4th quarter. O Shaughnessy Asset Management LLC now owns 249,987 shares of the specialty retailer’s stock worth $36,643,000 after buying an additional 13,932 shares in the last quarter. Hilton Head Capital Partners LLC bought a new stake in Alibaba Group in the 4th quarter worth about $69,000. Palladiem LLC bought a new stake in Alibaba Group in the 4th quarter worth about $38,000. Syon Capital LLC grew its stake in shares of Alibaba Group by 12.7% during the 4th quarter. Syon Capital LLC now owns 4,399 shares of the specialty retailer’s stock valued at $645,000 after purchasing an additional 495 shares during the period. Finally, Capital World Investors grew its stake in shares of Alibaba Group by 7.7% during the 4th quarter. Capital World Investors now owns 6,505,165 shares of the specialty retailer’s stock valued at $953,527,000 after purchasing an additional 466,847 shares during the period. 13.47% of the stock is currently owned by institutional investors.

Alibaba Group Trading Down 0.8%

Shares of NYSE:BABA opened at $120.11 on Tuesday. The stock has a 50 day moving average of $130.74 and a 200 day moving average of $144.98. The company has a market cap of $288.17 billion, a PE ratio of 19.72, a price-to-earnings-growth ratio of 2.08 and a beta of 0.48. 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 Holding Limited has a 12-month low of $103.71 and a 12-month high of $192.67.

Alibaba Group (NYSE:BABA) last announced 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 company had revenue of $35.30 billion during the quarter. As a group, equities research analysts expect that Alibaba Group Holding Limited will post 6.75 EPS for the current year.

Alibaba Group Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on the company. Argus upgraded Alibaba Group to a “hold” rating in a research note on Tuesday, March 24th. BNP Paribas Exane assumed coverage on Alibaba Group in a research note on Wednesday, April 29th. They set an “outperform” rating and a $209.00 price target for the company. Robert W. Baird cut their price target on Alibaba Group from $174.00 to $164.00 and set an “outperform” rating for the company in a research note on Friday, March 20th. Zacks Research upgraded Alibaba Group from a “strong sell” rating to a “hold” rating in a research note on Tuesday, June 2nd. Finally, Morgan Stanley boosted their price target on Alibaba Group from $180.00 to $190.00 and gave the company an “overweight” rating in a research note on Thursday, May 14th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $188.76.

More Alibaba Group News

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

• Positive Sentiment: Alibaba is accelerating its AI push by creating a new business unit, Token Foundry, which consolidates its Tongyi Lab and Future Life units under the Alibaba Token Hub. The move appears aimed at speeding product development and opening a potential new revenue stream from AI services. Article Title
• Positive Sentiment: Alibaba’s AI strategy is also getting investor attention through a UK trial of its Accio Work platform, which showcased the company’s agentic AI tools to European small and mid-sized businesses. That suggests Alibaba is trying to expand its AI footprint beyond China and prove real-world commercial use cases. Article Title
• Neutral Sentiment: Reports that Alibaba is forging its AI plans into a more formal structure reinforce the company’s long-term growth narrative, but this is mainly a strategic reorganization rather than an immediate financial catalyst. Article Title
• Negative Sentiment: The U.S. Department of Defense reportedly added Alibaba to a list of companies it says support China’s military. That designation could hurt investor confidence and raises the risk of tighter scrutiny, reputational damage, and potential limits on U.S. government business. Article Title
• Negative Sentiment: Additional coverage echoed the Pentagon accusation against Alibaba, reinforcing the headline risk and likely adding pressure on BABA shares today. Article Title

Alibaba Group Company 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.