Assenagon Asset Management S.A. Has $20.77 Million Stock Holdings in Alibaba Group Holding Limited $BABA

Assenagon Asset Management S.A. lessened its stake in shares of Alibaba Group Holding Limited (NYSE:BABA) by 90.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 141,703 shares of the specialty retailer’s stock after selling 1,313,776 shares during the quarter. Assenagon Asset Management S.A.’s holdings in Alibaba Group were worth $20,771,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in BABA. Diversified Trust Co. grew its position in Alibaba Group by 6.7% during the 4th quarter. Diversified Trust Co. now owns 1,392 shares of the specialty retailer’s stock worth $204,000 after acquiring an additional 87 shares during the last quarter. 180 Wealth Advisors LLC grew its holdings in Alibaba Group by 8.8% during the 4th quarter. 180 Wealth Advisors LLC now owns 9,035 shares of the specialty retailer’s stock worth $1,324,000 after acquiring an additional 732 shares during the last quarter. Hardin Capital Partners LLC increased its position in Alibaba Group by 1.3% in the 4th quarter. Hardin Capital Partners LLC now owns 6,672 shares of the specialty retailer’s stock valued at $978,000 after acquiring an additional 83 shares in the last quarter. Sanders Morris Harris LLC bought a new position in shares of Alibaba Group in the fourth quarter worth about $2,890,000. Finally, Lake Street Private Wealth LLC acquired a new position in shares of Alibaba Group during the fourth quarter worth approximately $164,000. 13.47% of the stock is currently owned by institutional investors and hedge funds.

Alibaba Group News Summary

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

• Positive Sentiment: Alibaba unveiled strong AI and cloud initiatives that support long‑term growth: a proprietary 5nm AI chip (XuanTie C950) that signals technological self‑reliance and could widen cloud margins over time. Why Alibaba’s New 5nm Chip Could Be a Game Changer
• Positive Sentiment: Alibaba is rolling out Accio, an agentic AI that automates supply‑chain tasks for small businesses and integrates with Shopify and marketplace data — a tangible product push that could accelerate cloud/AI monetization. BABA’s Accio Pushes AI From Chat to Execution
• Neutral Sentiment: Market interest in AI remains strong across the region (new AI IPO chatter such as Moonshot AI and other listings), which supports longer‑term investor appetite for AI exposure but does not immediately offset earnings pressure. Moonshot AI Weighs Hong Kong IPO as $18 Billion Valuation Emerges
• Neutral Sentiment: Upgrades from some research houses (Zacks and Argus moved BABA toward “hold”) reflect a more measured view—acknowledging execution and strategy while downplaying near‑term margin hits. Zacks Research
• Negative Sentiment: Near‑term fundamentals are under pressure: heavy AI/cloud spending drove a ~67% decline in non‑GAAP profits, prompting Susquehanna to cut its price target to $170 (though it kept a positive rating) and stoking downside sentiment. Alibaba Price Target Slashed to $170 as Heavy AI Spending Drags Profits Down 67%
• Negative Sentiment: Investor rotation and pitchbooks favoring peers (examples: commentary advocating switching to JD.com) add selling pressure as some investors prefer cheaper, near‑term cash‑flow stories over Alibaba’s capital‑intensive transition. Why I Sold Alibaba To Buy JD.com

Alibaba Group Stock Performance

Shares of Alibaba Group stock opened at $125.35 on Friday. The firm has a fifty day moving average of $150.65 and a two-hundred day moving average of $158.08. The company has a debt-to-equity ratio of 0.22, a quick ratio of 1.33 and a current ratio of 1.33. The stock has a market capitalization of $299.25 billion, a price-to-earnings ratio of 23.65, a PEG ratio of 3.18 and a beta of 0.43. Alibaba Group Holding Limited has a 52 week low of $95.73 and a 52 week high of $192.67.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on the stock. Nomura increased their price target on shares of Alibaba Group from $193.00 to $237.00 and gave the company a “buy” rating in a research note on Monday, January 26th. Loop Capital set a $140.00 price objective on Alibaba Group in a report on Tuesday, January 6th. Mizuho decreased their price objective on Alibaba Group from $195.00 to $190.00 and set an “outperform” rating on the stock in a research report on Friday, March 20th. Barclays dropped their target price on Alibaba Group from $195.00 to $190.00 and set an “overweight” rating for the company in a research report on Friday, March 20th. Finally, DZ Bank lowered Alibaba Group from a “buy” rating to a “hold” rating and set a $135.00 price target on the stock. in a research note on Friday, March 20th. Sixteen analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat.com, Alibaba Group currently has an average rating of “Moderate Buy” and a consensus target price of $187.89.

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.