Fairtree Asset Management Pty Ltd Has $1.28 Million Stake in Alibaba Group Holding Limited $BABA

Fairtree Asset Management Pty Ltd decreased its position in Alibaba Group Holding Limited (NYSE:BABA) by 57.7% during the 4th quarter, HoldingsChannel.com reports. The firm owned 8,751 shares of the specialty retailer’s stock after selling 11,945 shares during the period. Fairtree Asset Management Pty Ltd’s holdings in Alibaba Group were worth $1,283,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. ARK Investment Management LLC acquired a new stake in shares of Alibaba Group in the 3rd quarter valued at about $37,565,000. Great Hill Capital LLC bought a new position in shares of Alibaba Group in the 3rd quarter valued at about $2,207,000. Vanguard Personalized Indexing Management LLC grew its holdings in shares of Alibaba Group by 14.9% in the 3rd quarter. Vanguard Personalized Indexing Management LLC now owns 30,361 shares of the specialty retailer’s stock valued at $5,427,000 after acquiring an additional 3,929 shares in the last quarter. Jennison Associates LLC grew its holdings in shares of Alibaba Group by 11.9% in the 4th quarter. Jennison Associates LLC now owns 54,235 shares of the specialty retailer’s stock valued at $7,950,000 after acquiring an additional 5,760 shares in the last quarter. Finally, Thornburg Investment Management Inc. grew its holdings in shares of Alibaba Group by 14.3% in the 3rd quarter. Thornburg Investment Management Inc. now owns 553,384 shares of the specialty retailer’s stock valued at $98,906,000 after acquiring an additional 69,232 shares in the last quarter. Institutional investors and hedge funds own 13.47% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts recently commented on the company. Zacks Research cut Alibaba Group from a “hold” rating to a “strong sell” rating in a research report on Wednesday, April 22nd. Robert W. Baird lowered their price target on Alibaba Group from $174.00 to $164.00 and set an “outperform” rating on the stock in a research report on Friday, March 20th. Barclays boosted their price target on Alibaba Group from $186.00 to $195.00 and gave the stock an “overweight” rating in a research report on Thursday, May 14th. Susquehanna boosted their price target on Alibaba Group from $170.00 to $185.00 and gave the stock a “positive” rating in a research report on Friday. Finally, Jefferies Financial Group lowered their price target on Alibaba Group from $225.00 to $212.00 and set a “buy” rating on the stock in a research report on Thursday, March 19th. Two analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $188.76.

Key Stories Impacting Alibaba Group

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

• Positive Sentiment: Investor commentary remains upbeat on Alibaba’s cloud and AI businesses, with several articles highlighting accelerating cloud growth, triple-digit AI revenue gains, and the view that BABA may be evolving into a more compelling AI growth stock.
• Positive Sentiment: Recent bullish pieces argue the stock could be entering a “new era,” pointing to Alibaba’s large planned investment in cloud and AI infrastructure as a long-term growth catalyst.
• Neutral Sentiment: Alibaba continues to attract attention from traders and analysts, with multiple “buy now” and valuation-focused articles reflecting strong interest but no fresh fundamental catalyst.
• Neutral Sentiment: Broader Asia ADR trading was modestly weaker, which may have created some market pressure on Alibaba alongside other Chinese-listed names.
• Negative Sentiment: One recent article said BABA fell after heavy AI and cloud spending squeezed margins, reinforcing investor concern that the company is trading near-term profitability for long-term growth.
• Negative Sentiment: A separate analysis warned that while Alibaba’s cloud promise remains intact, the stock still looks expensive relative to the current earnings profile.

Alibaba Group Trading Up 1.7%

Alibaba Group stock opened at $135.58 on Wednesday. Alibaba Group Holding Limited has a 52 week low of $103.71 and a 52 week high of $192.67. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.33 and a current ratio of 1.28. The stock has a market capitalization of $325.27 billion, a P/E ratio of 22.26, a PEG ratio of 2.31 and a beta of 0.50. The stock has a 50-day simple moving average of $131.80 and a 200 day simple moving average of $148.55.

Alibaba Group (NYSE:BABA) last posted its quarterly earnings results on Tuesday, March 31st. The specialty retailer reported $0.01 EPS for the quarter. Alibaba Group had a return on equity of 4.76% and a net margin of 10.31%.The business had revenue of $35.30 billion during the quarter. 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. Stockholders of record on Thursday, June 11th will be issued a dividend of $1.05 per share. This represents a dividend yield of 72.0%. The ex-dividend date is Thursday, June 11th. Alibaba Group’s payout ratio 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.