Gunpowder Capital Management LLC dba Oliver Wealth Management Purchases New Stake in Alibaba Group Holding Limited $BABA

Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new position in Alibaba Group Holding Limited (NYSE:BABA) in the fourth quarter, HoldingsChannel reports. The institutional investor acquired 6,050 shares of the specialty retailer’s stock, valued at approximately $903,000. Alibaba Group accounts for 0.7% of Gunpowder Capital Management LLC dba Oliver Wealth Management’s portfolio, making the stock its 25th largest position.

Several other institutional investors have also recently added to or reduced their stakes in the business. Ameriflex Group Inc. lifted its position in shares of 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 buying an additional 72 shares during the last quarter. Foster Dykema Cabot & Partners LLC bought a new stake in shares of Alibaba Group during the 3rd quarter valued at about $30,000. Palisade Asset Management LLC acquired a new stake in Alibaba Group during the third quarter worth about $37,000. Costello Asset Management INC acquired a new stake in Alibaba Group during the fourth quarter worth about $34,000. Finally, Palladiem LLC bought a new position in Alibaba Group in the fourth quarter worth about $38,000. Institutional investors own 13.47% of the company’s stock.

Key Alibaba Group News

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 Trading Up 0.1%

Shares of NYSE:BABA opened at $107.22 on Friday. The company has a quick ratio of 1.28, a current ratio of 1.28 and a debt-to-equity ratio of 0.21. The company’s 50-day moving average price is $128.75 and its 200 day moving average price is $142.22. The company has a market cap of $257.23 billion, a PE ratio of 17.61, a P/E/G ratio of 1.84 and a beta of 0.47. Alibaba Group Holding Limited has a fifty-two week low of $103.71 and a fifty-two week high of $192.67.

Alibaba Group (NYSE:BABA) last posted its earnings results on Tuesday, March 31st. The specialty retailer reported $0.01 EPS for the quarter. Alibaba Group had a net margin of 10.31% and a return on equity of 4.76%. The firm had revenue of $35.30 billion during the quarter. Sell-side analysts anticipate that Alibaba Group Holding Limited will post 6.75 earnings per share for the current year.

Alibaba Group Announces Dividend

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

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on the company. Wall Street Zen upgraded Alibaba Group from a “sell” rating to a “hold” rating in a research note on Saturday, May 23rd. Mizuho increased their price target on Alibaba Group from $190.00 to $195.00 and gave the stock an “outperform” rating in a research report on Thursday, May 14th. Nomura raised their price target on Alibaba Group from $200.00 to $207.00 and gave the stock a “buy” rating in a report on Friday, May 15th. BNP Paribas Exane started coverage on Alibaba Group in a research report on Wednesday, April 29th. They set an “outperform” rating and a $209.00 price objective for the company. Finally, Susquehanna upped their price objective on Alibaba Group from $170.00 to $185.00 and gave the stock a “positive” rating in a research note on Friday, May 15th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, Alibaba Group presently has a consensus rating of “Moderate Buy” and an average price target of $188.76.

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.