Rockefeller Capital Management L.P. Decreases Stake in Alibaba Group Holding Limited $BABA

Rockefeller Capital Management L.P. cut its holdings in shares of Alibaba Group Holding Limited (NYSE:BABA) by 9.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 650,077 shares of the specialty retailer’s stock after selling 65,478 shares during the quarter. Rockefeller Capital Management L.P.’s holdings in Alibaba Group were worth $95,288,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Bleakley Financial Group LLC raised its holdings in Alibaba Group by 0.4% in the 4th quarter. Bleakley Financial Group LLC now owns 16,420 shares of the specialty retailer’s stock valued at $2,407,000 after acquiring an additional 67 shares during the last quarter. Ameriflex Group Inc. lifted its stake in Alibaba Group by 101.4% in the 3rd quarter. Ameriflex Group Inc. now owns 143 shares of the specialty retailer’s stock worth $26,000 after purchasing an additional 72 shares in the last quarter. Highline Wealth Partners LLC boosted its holdings in shares of Alibaba Group by 20.7% during the 4th quarter. Highline Wealth Partners LLC now owns 426 shares of the specialty retailer’s stock worth $62,000 after purchasing an additional 73 shares during the last quarter. TrueWealth Financial Partners boosted its holdings in shares of Alibaba Group by 1.7% during the 3rd quarter. TrueWealth Financial Partners now owns 4,361 shares of the specialty retailer’s stock worth $779,000 after purchasing an additional 75 shares during the last quarter. Finally, Cypress Wealth Services LLC grew its position in shares of Alibaba Group by 5.6% in the fourth quarter. Cypress Wealth Services LLC now owns 1,418 shares of the specialty retailer’s stock valued at $208,000 after purchasing an additional 75 shares in the last quarter. Hedge funds and other institutional investors own 13.47% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts recently commented on the company. Argus raised Alibaba Group to a “hold” rating in a report on Tuesday, March 24th. BNP Paribas Exane initiated coverage on Alibaba Group in a research note on Wednesday, April 29th. They set an “outperform” rating and a $209.00 price objective on the stock. HSBC upped their target price on Alibaba Group from $172.00 to $180.00 in a report on Thursday, May 14th. Jefferies Financial Group cut their target price on Alibaba Group from $225.00 to $212.00 and set a “buy” rating for the company in a research note on Thursday, March 19th. Finally, Mizuho boosted their price target on shares of Alibaba Group from $190.00 to $195.00 and gave the company an “outperform” rating in a research report on Thursday, May 14th. Two analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $188.76.

Trending Headlines about Alibaba Group

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

• Positive Sentiment: Alibaba continues to highlight its AI strategy, including new robotics models for logistics, warehousing, and business operations, while executives also discussed AI investment opportunities at a Bloomberg event. This supports the bullish case that AI could drive future growth. Alibaba (BABA) Faces Pentagon Blacklist As It Pushes Deeper Into AI Robotics
• Positive Sentiment: Alibaba filed its annual report on Form 20-F for fiscal 2026, reducing filing uncertainty and confirming the company remains current with its reporting obligations. Alibaba Group Announces Filing of Annual Report on Form 20-F for Fiscal Year 2026
• Neutral Sentiment: Alibaba adjusted conversion terms on its 2031 convertible notes after its 2026 dividend. This is a technical financing update, but it may matter to investors watching dilution and capital structure. Alibaba adjusts conversion terms on 2031 convertible notes after 2026 dividend
• Neutral Sentiment: Commentary comparing MercadoLibre and Alibaba underscores that BABA is still viewed as a growth-oriented e-commerce and AI play, but with credit risk and macro challenges clouding the outlook. MercadoLibre vs. Alibaba: Which E-Commerce Stock Holds an Edge?
• Negative Sentiment: Alibaba was added to a new Pentagon blacklist alleging links to the Chinese military, increasing geopolitical and regulatory uncertainty even if the direct business impact is expected to be limited. Alibaba (BABA) Faces Pentagon Blacklist As It Pushes Deeper Into AI Robotics
• Negative Sentiment: Broader weakness in Chinese equities is weighing on sentiment, with a major China stock gauge nearing a bear market on soft growth and a tech selloff, which can drag on BABA even when company-specific news is constructive. China Stock Gauge Nears Bear Market on Weak Growth, Tech Slide

Alibaba Group Stock Up 0.1%

BABA stock opened at $107.22 on Friday. Alibaba Group Holding Limited has a one year low of $103.71 and a one year high of $192.67. The firm has a market cap of $257.23 billion, a PE ratio of 17.61, a PEG ratio of 1.84 and a beta of 0.47. The firm’s 50 day moving average price is $128.75 and its 200-day moving average price is $142.22. 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 6.75 EPS for the current year.

Alibaba Group Dividend Announcement

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. This represents a dividend yield of 93.0%. The ex-dividend date of this dividend is Thursday, June 11th. Alibaba Group’s dividend payout ratio is 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.