Public Employees Retirement System of Ohio Has $20.67 Million Holdings in Alibaba Group Holding Limited $BABA

Public Employees Retirement System of Ohio grew its position in Alibaba Group Holding Limited (NYSE:BABA) by 3.9% in the first quarter, according to its most recent filing with the SEC. The fund owned 164,744 shares of the specialty retailer’s stock after acquiring an additional 6,109 shares during the period. Public Employees Retirement System of Ohio’s holdings in Alibaba Group were worth $20,669,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Jennison Associates LLC grew its holdings in Alibaba Group by 11.9% during the 4th quarter. Jennison Associates LLC now owns 54,235 shares of the specialty retailer’s stock worth $7,950,000 after acquiring an additional 5,760 shares during the last quarter. Aureus Asset Management LLC raised its stake in shares of Alibaba Group by 511.0% during the first quarter. Aureus Asset Management LLC now owns 9,361 shares of the specialty retailer’s stock valued at $1,174,000 after acquiring an additional 7,829 shares during the last quarter. Teachers Retirement System of The State of Kentucky raised its stake in shares of Alibaba Group by 24.5% during the first quarter. Teachers Retirement System of The State of Kentucky now owns 259,580 shares of the specialty retailer’s stock valued at $32,567,000 after acquiring an additional 51,000 shares during the last quarter. Thornburg Investment Management Inc. lifted its holdings in shares of Alibaba Group by 5.5% during the fourth quarter. Thornburg Investment Management Inc. now owns 584,028 shares of the specialty retailer’s stock worth $85,607,000 after purchasing an additional 30,644 shares during the period. Finally, Eurizon Capital SGR S.p.A. acquired a new position in shares of Alibaba Group during the fourth quarter worth $21,266,000. 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 Qwen AI agent is being positioned as a core driver of transformation, with deeper integration into e-commerce, stronger merchant/customer engagement, and potential token-based monetization. The company’s Cloud+AI segment is also highlighted as a major growth engine, with external revenue above $5.3 billion and triple-digit AI growth for 11 straight quarters. Alibaba: Qwen Powering AI Transformation
• Positive Sentiment: Alibaba’s international commerce arm is reportedly nearing break-even as logistics improvements, AI tools, and better monetization support more profitable global expansion. That suggests a potentially improving margin profile outside China. BABA’s International Commerce Narrows Losses: Can It Sustain Momentum?
• Positive Sentiment: Alibaba confirmed its Qwen large language model will power Apple Intelligence features on Apple devices in China, a notable commercialization milestone that could strengthen Alibaba’s AI credibility and revenue opportunities. Alibaba Group Holding (BABA) Joins Apple Intelligence In China, Is The Stock Still Undervalued?
• Neutral Sentiment: Alibaba-backed AGTech agreed to help build a trading platform for the Hong Kong Gold Exchange, but this appears to be a smaller, indirect development with limited immediate impact on BABA’s core valuation. Alibaba-backed fintech AGTech agrees to build trading platform for Hong Kong Gold Exchange
• Negative Sentiment: Recent headlines about securities class-action investigations add legal overhang and may weigh on sentiment, even if the claims are still in the early stages. ROSEN, A GLOBALLY RESPECTED LAW FIRM, Encourages Alibaba Group Holding Limited Investors to Inquire About Securities Class Action Investigation – BABA

Analyst Ratings Changes

A number of analysts recently weighed in on BABA shares. Freedom Capital upgraded Alibaba Group from a “hold” rating to a “strong-buy” rating in a report on Friday, April 24th. BNP Paribas Exane started coverage on Alibaba Group in a report on Wednesday, April 29th. They set an “outperform” rating and a $209.00 target price on the stock. Nomura reduced their price target on Alibaba Group from $207.00 to $178.00 and set a “buy” rating on the stock in a research report on Thursday, June 25th. Barclays increased their price target on Alibaba Group from $186.00 to $195.00 and gave the company an “overweight” rating in a research note on Thursday, May 14th. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Alibaba Group in a research report on Wednesday, May 27th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat, Alibaba Group has a consensus rating of “Moderate Buy” and a consensus target price of $186.90.

Alibaba Group Trading Down 1.6%

BABA opened at $112.26 on Friday. Alibaba Group Holding Limited has a twelve month low of $91.99 and a twelve month high of $192.67. The company has a fifty day moving average of $114.46 and a 200-day moving average of $134.07. The stock has a market cap of $269.09 billion, a PE ratio of 18.43, a price-to-earnings-growth ratio of 2.07 and a beta of 0.51. The company has a quick ratio of 1.28, a current ratio of 1.28 and a debt-to-equity ratio of 0.21.

Alibaba Group (NYSE:BABA) last released its earnings results on Tuesday, March 31st. The specialty retailer reported $0.01 earnings per share (EPS) 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%. On average, sell-side analysts predict that Alibaba Group Holding Limited will post 6.28 EPS for the current year.

Alibaba Group Announces Dividend

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

Insider Buying and Selling

In related news, CFO Hong Xu sold 175,054 shares of the company’s stock in a transaction dated 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 position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Fan (Fj) Jiang sold 13,579 shares of the firm’s stock in a transaction that occurred on Thursday, June 25th. The stock was sold at an average price of $12.10, for a total value of $164,305.90. Following the sale, the chief executive officer directly owned 556,617 shares of the company’s stock, valued at $6,735,065.70. This represents a 2.38% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 920,303 shares of company stock worth $70,796,370 over the last three months. Insiders own 12.50% of the company’s stock.

Alibaba Group Company 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.