Alibaba Group Holding Limited $BABA Shares Purchased by Readystate Asset Management LP

Readystate Asset Management LP raised its stake in Alibaba Group Holding Limited (NYSE:BABA) by 171.4% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 12,765 shares of the specialty retailer’s stock after buying an additional 8,061 shares during the quarter. Readystate Asset Management LP’s holdings in Alibaba Group were worth $1,601,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Quantinno Capital Management LP lifted its stake in shares of Alibaba Group by 23.8% in the 1st quarter. Quantinno Capital Management LP now owns 118,655 shares of the specialty retailer’s stock valued at $14,887,000 after purchasing an additional 22,798 shares during the last quarter. Troluce Capital Advisors LLC purchased a new stake in Alibaba Group in the 1st quarter valued at about $3,136,000. Cypress Capital Group lifted its position in Alibaba Group by 1.6% in the first quarter. Cypress Capital Group now owns 34,306 shares of the specialty retailer’s stock valued at $4,304,000 after buying an additional 525 shares during the last quarter. Bradley Foster & Sargent Inc. CT lifted its position in Alibaba Group by 5.3% in the first quarter. Bradley Foster & Sargent Inc. CT now owns 8,976 shares of the specialty retailer’s stock valued at $1,126,000 after buying an additional 453 shares during the last quarter. Finally, Waverly Advisors LLC boosted its stake in Alibaba Group by 10.7% during the first quarter. Waverly Advisors LLC now owns 30,051 shares of the specialty retailer’s stock worth $3,770,000 after buying an additional 2,912 shares during the period. Hedge funds and other institutional investors own 13.47% of the company’s stock.

Alibaba Group News Roundup

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

• Positive Sentiment: Alibaba’s expanding AI and semiconductor investment portfolio—including exposure to companies such as CXMT and Zhipu—could strengthen its position in China’s technology ecosystem and create additional long-term growth opportunities. From CXMT to Zhipu: How Alibaba’s investment pays off with a growing AI and chip portfolio
• Positive Sentiment: Alibaba Cloud remains a key bullish argument. Its Cloud Intelligence Group has posted strong long-term growth, while proprietary Qwen AI models, competitive pricing, improving margins and supportive Chinese AI policies could drive further cloud adoption. Planned Chinese data-center investment of roughly $295 billion over five years may also benefit Alibaba’s cloud and chip businesses. Alibaba: China AI Policies And Robust Competitiveness To Support Cloud Growth
• Neutral Sentiment: Recent attention from investors and elevated searches for BABA may increase visibility, but the coverage provides limited new fundamental information. Investors Heavily Search Alibaba Group Holding Limited
• Negative Sentiment: A comparison with Oracle presents Oracle’s faster cloud growth, large AI backlog and partnerships as a stronger investment case, highlighting concerns that Alibaba’s recent share-price weakness and slower global cloud-market momentum may limit near-term enthusiasm. Oracle vs. Alibaba: Which Cloud & AI Giant Should You Buy Right Now?
• Negative Sentiment: Pomerantz LLP announced an investigation into potential claims on behalf of Alibaba investors. The notice does not establish wrongdoing, but it introduces a legal-risk overhang and could pressure sentiment if additional allegations emerge. Pomerantz Investor Alert
• Negative Sentiment: Potential U.S.-China semiconductor export restrictions involving chips based on Alibaba designs could disrupt supply-chain relationships and constrain AI-chip development, although the measures remain under consideration. Beijing Just Aimed at Taiwan Semiconductor Manufacturing Company

Insider Activity at Alibaba Group

In other news, General Counsel Siying Yu sold 6,772 shares of the company’s stock in a transaction on Thursday, June 25th. The shares were sold at an average price of $12.10, for a total value of $81,941.20. Following the completion of the transaction, the general counsel owned 607,234 shares in the company, valued at approximately $7,347,531.40. This represents a 1.10% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. 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 Alibaba Group stock in a transaction on Thursday, June 25th. The stock was sold at an average price of $12.15, for a total transaction of $2,126,906.10. Following the sale, the chief financial officer owned 280,496 shares in the company, valued at $3,408,026.40. This represents a 38.43% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 920,303 shares of company stock worth $70,796,370 over the last ninety days. 12.50% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on BABA shares. BNP Paribas Exane initiated coverage on shares of Alibaba Group in a research note on Wednesday, April 29th. They issued an “outperform” rating and a $209.00 price target on the stock. Zacks Research raised shares of Alibaba Group from a “strong sell” rating to a “hold” rating in a research report on Tuesday, June 2nd. Mizuho lifted their target price on shares of Alibaba Group from $190.00 to $195.00 and gave the company an “outperform” rating in a report on Thursday, May 14th. Wall Street Zen raised Alibaba Group from a “sell” rating to a “hold” rating in a research report on Saturday, May 23rd. Finally, Freedom Capital upgraded Alibaba Group from a “hold” rating to a “strong-buy” rating in a research note on Friday, April 24th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $186.90.

Alibaba Group Trading Up 0.3%

NYSE BABA opened at $115.37 on Wednesday. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.28 and a current ratio of 1.28. The firm has a market cap of $276.55 billion, a price-to-earnings ratio of 18.94, a PEG ratio of 2.12 and a beta of 0.51. The firm has a 50 day simple moving average of $113.68 and a 200-day simple moving average of $133.44. Alibaba Group Holding Limited has a one year low of $91.99 and a one year high of $192.67.

Alibaba Group (NYSE:BABA) last announced its earnings results on Tuesday, March 31st. The specialty retailer reported $0.01 earnings per share for the quarter. The firm 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%. Equities research analysts anticipate that Alibaba Group Holding Limited will post 6.28 EPS for the current fiscal year.

Alibaba Group Announces Dividend

The business also recently declared an annual dividend, which was paid on Monday, July 13th. Shareholders of record on Thursday, June 11th were given a $1.05 dividend. The ex-dividend date of this dividend was Thursday, June 11th. This represents a yield of 93.0%. Alibaba Group’s dividend payout ratio (DPR) is currently 16.91%.

Alibaba Group 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.