Contrarius Group Holdings Ltd Decreases Stake in Alibaba Group Holding Limited $BABA

Contrarius Group Holdings Ltd reduced its stake in Alibaba Group Holding Limited (NYSE:BABA) by 41.9% in the 4th quarter, HoldingsChannel.com reports. The firm owned 212,054 shares of the specialty retailer’s stock after selling 153,063 shares during the period. Alibaba Group comprises about 1.5% of Contrarius Group Holdings Ltd’s holdings, making the stock its 18th biggest position. Contrarius Group Holdings Ltd’s holdings in Alibaba Group were worth $31,083,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Capital World Investors lifted its stake in shares of Alibaba Group by 7.7% during the fourth quarter. Capital World Investors now owns 6,505,165 shares of the specialty retailer’s stock worth $953,527,000 after buying an additional 466,847 shares during the period. Northwestern Mutual Wealth Management Co. grew its stake in Alibaba Group by 7,680.3% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 6,014,147 shares of the specialty retailer’s stock valued at $881,554,000 after purchasing an additional 5,936,847 shares during the last quarter. Fisher Asset Management LLC grew its stake in Alibaba Group by 0.8% during the 4th quarter. Fisher Asset Management LLC now owns 5,335,894 shares of the specialty retailer’s stock valued at $782,135,000 after purchasing an additional 42,297 shares during the last quarter. Norges Bank purchased a new stake in Alibaba Group during the 4th quarter valued at about $594,477,000. Finally, American Century Companies Inc. increased its holdings in Alibaba Group by 17.7% in the 3rd quarter. American Century Companies Inc. now owns 2,987,539 shares of the specialty retailer’s stock worth $533,964,000 after buying an additional 448,484 shares during the period. 13.47% of the stock is currently owned by institutional investors and hedge funds.

Alibaba Group Trading Down 0.1%

BABA opened at $120.92 on Monday. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.28 and a quick ratio of 1.28. The company’s 50 day simple moving average is $130.84 and its two-hundred day simple moving average is $145.26. Alibaba Group Holding Limited has a 1-year low of $103.71 and a 1-year high of $192.67. The firm has a market capitalization of $290.10 billion, a price-to-earnings ratio of 19.86, a price-to-earnings-growth ratio of 2.08 and a beta of 0.47.

Alibaba Group (NYSE:BABA) last released its earnings results on Tuesday, March 31st. The specialty retailer reported $0.01 earnings per share for the quarter. The business had revenue of $35.30 billion for the quarter. Alibaba Group had a net margin of 10.31% and a return on equity of 4.76%. Analysts expect that Alibaba Group Holding Limited will post 6.75 EPS for the current fiscal year.

Alibaba Group Dividend Announcement

The business also recently disclosed an annual dividend, which will be paid on Monday, July 13th. Shareholders of record on Thursday, June 11th will be paid a dividend of $1.05 per share. The ex-dividend date of this dividend is Thursday, June 11th. This represents a yield of 72.0%. Alibaba Group’s payout ratio is 16.91%.

Key Alibaba Group News

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

• Positive Sentiment: Alibaba was upgraded by Zacks Research from “strong sell” to “hold,” which suggests sentiment around the stock is improving modestly and may support investor confidence. Zacks Research upgrade
• Positive Sentiment: Alibaba is being considered as a potential bidder for South Korea’s Homeplus, a move that could help expand its offline retail and e-commerce presence outside China if it decides to pursue the deal. Alibaba Weighs Homeplus Bid To Shape Offline Retail Expansion Abroad
• Positive Sentiment: Alibaba was included in a report highlighting Chinese AI stocks to consider in 2026, reinforcing the market’s view that the company could benefit from rising interest in China’s AI and semiconductor ecosystem. 3 Chinese AI stocks to consider in 2026
• Neutral Sentiment: Alibaba and its Daraz unit met with government officials for a budget consultation, which may be relevant to policy and e-commerce discussion but does not appear to be an immediate stock-moving catalyst. Govt Holds Budget 2026-27 Consultation With Daraz and Alibaba
• Neutral Sentiment: A separate research roundup on Alibaba, Broadcom, and Cisco noted AI, networking, and cloud growth themes, which keeps Alibaba in the conversation as an AI and cloud-related name. Top Stock Reports for Broadcom, Cisco & Alibaba
• Negative Sentiment: Broader China tech sentiment has been pressured by fresh U.S. scrutiny over possible AI chip export loopholes benefiting Chinese firms, which can weigh on Alibaba shares even though the probe is more directly aimed at Nvidia. Trump Officials Worry US Loophole Let Chinese Firms Buy Nvidia Blackwell Chips

Analysts Set New Price Targets

BABA has been the topic of several research reports. Erste Group Bank downgraded shares of Alibaba Group from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. DZ Bank lowered Alibaba Group from a “buy” rating to a “hold” rating and set a $135.00 price objective for the company. in a research note on Friday, March 20th. Barclays increased their price objective on Alibaba Group from $186.00 to $195.00 and gave the company an “overweight” rating in a research note on Thursday, May 14th. JPMorgan Chase & Co. increased their price objective on Alibaba Group from $200.00 to $205.00 and gave the company an “overweight” rating in a research note on Thursday, May 14th. Finally, BNP Paribas Exane initiated coverage on Alibaba Group in a research note on Wednesday, April 29th. They issued an “outperform” rating and a $209.00 price objective for the company. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and five have issued a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $188.76.

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.