May Hill Capital LLC Has $2.26 Million Position in Alibaba Group Holding Limited $BABA

May Hill Capital LLC increased its position in shares of Alibaba Group Holding Limited (NYSE:BABA) by 106.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 15,428 shares of the specialty retailer’s stock after purchasing an additional 7,968 shares during the period. May Hill Capital LLC’s holdings in Alibaba Group were worth $2,261,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also added to or reduced their stakes in the company. AlphaCore Capital LLC lifted its holdings in Alibaba Group by 43.6% during the 4th quarter. AlphaCore Capital LLC now owns 2,887 shares of the specialty retailer’s stock worth $423,000 after purchasing an additional 877 shares during the last quarter. Northwestern Mutual Wealth Management Co. lifted its holdings 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 worth $881,554,000 after purchasing an additional 5,936,847 shares during the last quarter. Phoenix Financial Ltd. lifted its holdings in Alibaba Group by 51.1% during the 4th quarter. Phoenix Financial Ltd. now owns 9,075 shares of the specialty retailer’s stock worth $1,329,000 after purchasing an additional 3,070 shares during the last quarter. AustralianSuper Pty Ltd lifted its holdings in Alibaba Group by 2,459.4% during the 4th quarter. AustralianSuper Pty Ltd now owns 261,344 shares of the specialty retailer’s stock worth $38,308,000 after purchasing an additional 251,133 shares during the last quarter. Finally, Pinnacle Associates Ltd. lifted its holdings in Alibaba Group by 2.1% during the 4th quarter. Pinnacle Associates Ltd. now owns 12,415 shares of the specialty retailer’s stock worth $1,820,000 after purchasing an additional 254 shares during the last quarter. 13.47% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Alibaba Group

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

• Positive Sentiment: Multiple Wall Street firms raised price targets on Alibaba, including Nomura, Morgan Stanley, Mizuho, HSBC, and JPMorgan, signaling continued confidence in the stock’s upside as analysts focus on its cloud and AI growth. Nomura adjusts Alibaba Group price target to $207
• Positive Sentiment: Alibaba shares surged in Hong Kong as the company accelerated its pivot to AI, reinforcing the idea that investors are rewarding the shift toward higher-growth cloud and artificial intelligence businesses. Alibaba shares surge 7% in Hong Kong as firm accelerates pivot to AI
• Positive Sentiment: Recent coverage highlighted strong AI and cloud momentum, including triple-digit AI revenue growth and a 38% jump in cloud revenue, which supports the bull case that Alibaba’s heavy spending may eventually pay off. Alibaba Earnings: Cloud Acceleration Is A Bullish Catalyst
• Neutral Sentiment: The Trump-Xi summit ended with few concrete breakthroughs, but the absence of escalation is being viewed as a short-term plus for Chinese equities, including Alibaba. Trump-Xi Summit Ends With Few Breakthroughs
• Negative Sentiment: Alibaba’s latest earnings report showed profits under pressure as the company ramped up AI, cloud, and commerce spending, with some analysts warning that margins may stay strained in the near term. BABA Q4 Profit Falls on Heavy Tech Spending

Alibaba Group Price Performance

Alibaba Group stock opened at $132.53 on Friday. Alibaba Group Holding Limited has a one year low of $103.71 and a one year high of $192.67. The stock’s fifty day moving average price is $131.64 and its two-hundred day moving average price is $149.37. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.28 and a quick ratio of 1.33. The firm has a market cap of $317.95 billion, a PE ratio of 21.76, a price-to-earnings-growth ratio of 2.29 and a beta of 0.50.

Alibaba Group (NYSE:BABA) last issued its quarterly earnings results 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 for the quarter. As a group, research analysts expect that Alibaba Group Holding Limited will post 6.67 EPS for the current fiscal year.

Alibaba Group Announces Dividend

The firm also recently declared an annual dividend, which will be paid on Monday, July 13th. Stockholders of record on Thursday, June 11th will be paid a $1.05 dividend. The ex-dividend date is Thursday, June 11th. This represents a dividend yield of 72.0%. Alibaba Group’s dividend payout ratio (DPR) is presently 17.92%.

Analyst Upgrades and Downgrades

Several analysts recently weighed in on the company. Arete Research raised Alibaba Group from a “neutral” rating to a “buy” rating and set a $190.00 price target for the company in a report on Wednesday, January 21st. HSBC raised their price objective on Alibaba Group from $172.00 to $180.00 in a research note on Thursday. Argus upgraded Alibaba Group to a “hold” rating in a research note on Tuesday, March 24th. Barclays raised their price objective on Alibaba Group from $186.00 to $195.00 and gave the stock an “overweight” rating in a research note on Thursday. Finally, Nomura raised their price objective on Alibaba Group from $200.00 to $207.00 and gave the stock a “buy” rating in a research note on Friday. Two analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $188.76.

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.