ABN Amro Investment Solutions Grows Position in Alibaba Group Holding Limited $BABA

ABN Amro Investment Solutions grew its holdings in Alibaba Group Holding Limited (NYSE:BABA) by 103.5% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 219,713 shares of the specialty retailer’s stock after buying an additional 111,763 shares during the period. ABN Amro Investment Solutions’ holdings in Alibaba Group were worth $27,565,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently modified their holdings of the business. Hoey Investments Inc. grew its stake in Alibaba Group by 95.2% during the 1st quarter. Hoey Investments Inc. now owns 205 shares of the specialty retailer’s stock valued at $26,000 after acquiring an additional 100 shares in the last quarter. Costello Asset Management INC purchased a new position in Alibaba Group in the 4th quarter worth approximately $34,000. Palisade Asset Management LLC purchased a new position in Alibaba Group in the 3rd quarter worth approximately $37,000. Palladiem LLC acquired a new position in shares of Alibaba Group during the 4th quarter worth approximately $38,000. Finally, SJS Investment Consulting Inc. boosted its holdings in shares of Alibaba Group by 15,000.0% during the 1st quarter. SJS Investment Consulting Inc. now owns 302 shares of the specialty retailer’s stock worth $38,000 after purchasing an additional 300 shares during the last quarter. 13.47% of the stock is owned by hedge funds and other institutional investors.

Alibaba Group Stock Down 2.0%

BABA stock opened at $117.95 on Wednesday. Alibaba Group Holding Limited has a one year low of $91.99 and a one year high of $192.67. The firm has a market cap of $282.73 billion, a PE ratio of 19.37, a PEG ratio of 2.22 and a beta of 0.51. The firm’s 50 day moving average price is $115.99 and its 200-day moving average price is $134.73. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.28 and a current ratio of 1.28.

Alibaba Group (NYSE:BABA) last issued its quarterly earnings data on Tuesday, March 31st. The specialty retailer reported $0.01 earnings per share for the quarter. The company had revenue of $35.30 billion during the quarter. Alibaba Group had a return on equity of 4.76% and a net margin of 10.31%. On average, equities research analysts anticipate that Alibaba Group Holding Limited will post 6.28 EPS for the current year.

Alibaba Group Dividend Announcement

The firm 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 dividend payout ratio is currently 16.91%.

Analysts Set New Price Targets

Several equities research analysts recently commented on BABA shares. Argus raised Alibaba Group to a “hold” rating in a report on Tuesday, March 24th. HSBC set a $170.00 price objective on Alibaba Group in a research note on Thursday, July 9th. Zacks Research upgraded Alibaba Group from a “strong sell” rating to a “hold” rating in a report on Tuesday, June 2nd. Mizuho raised their target price on Alibaba Group from $190.00 to $195.00 and gave the stock an “outperform” rating in a research note on Thursday, May 14th. Finally, Susquehanna lifted their price target on Alibaba Group from $170.00 to $185.00 and gave the stock a “positive” rating in a report on Friday, May 15th. Two analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat, Alibaba Group has a consensus rating of “Moderate Buy” and a consensus price target of $186.90.

Alibaba Group News Roundup

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

• Positive Sentiment: Alibaba is getting fresh attention for its AI strategy after reports highlighted its expanding investment in cloud and AI infrastructure, including a possible increase above its previously announced $53 billion three-year budget. Investors appear to be viewing this as a sign that Alibaba is strengthening its position in China’s AI race and could capture more enterprise and cloud demand. Article Title
• Positive Sentiment: Alibaba’s fintech exposure also got a boost after Ant International raised about $1.2 billion in new funding to expand cross-border payments and agentic commerce solutions, with Alibaba participating as an existing investor. That supports Alibaba’s broader ecosystem value and suggests continued growth potential in digital payments and international commerce. Article Title
• Positive Sentiment: Alibaba also unveiled its Qwen3.8 AI model, with coverage suggesting it is among the strongest models in the market. This keeps Alibaba in the spotlight as a major Chinese AI player and may help sentiment around its long-term growth narrative. Article Title
• Neutral Sentiment: Reports that Fliggy is cutting jobs amid Alibaba restructuring and tougher online travel competition point to ongoing internal optimization and competitive pressure, but the direct stock impact is unclear. Article Title
• Negative Sentiment: Alibaba faces a major headwind from a record EU fine of roughly €550 million tied to illegal and counterfeit product sales on AliExpress. That adds regulatory risk, potential legal costs, and reputational damage, which can pressure the stock. Article Title
• Negative Sentiment: Multiple law firms have launched investor investigations into possible securities-law violations and misleading disclosures by Alibaba. These announcements can increase uncertainty and keep pressure on shares until the situation becomes clearer. Article Title

Insider Buying and Selling at Alibaba Group

In related news, insider Fang Jiang sold 4,898 shares of the firm’s stock in a transaction dated Thursday, June 25th. The stock was sold at an average price of $12.09, for a total transaction of $59,216.82. Following the completion of the sale, the insider directly owned 5,559,511 shares of the company’s stock, valued at approximately $67,214,487.99. This trade represents a 0.09% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Hong Xu sold 175,054 shares of the business’s stock in a transaction dated Thursday, June 25th. The shares were sold at an average price of $12.15, for a total transaction of $2,126,906.10. Following the completion of the sale, the chief financial officer owned 280,496 shares in the company, valued at approximately $3,408,026.40. This trade represents a 38.43% 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. In the last quarter, insiders sold 920,303 shares of company stock worth $70,796,370. Insiders own 12.50% of the company’s stock.

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.