Voya Investment Management acquired a new stake in Baidu, according to a recent filing. The firm purchased 15,380 shares. This acquisition is valued at approximately $2.03 million.
This move reflects a broader trend of increased institutional interest in the Chinese tech giant. Polunin Capital Partners and Assenagon Asset Management are also increasing their holdings. Growing institutional ownership suggests positive sentiment regarding Baidu’s future, particularly its advancements in artificial intelligence and autonomous driving.
Analyst ratings for Baidu remain generally positive, holding a consensus "Moderate Buy" rating. Multiple financial institutions recently adjusted their price targets. Some analysts have set targets as high as $160.
Baidu made no specific market-moving announcement on December 30, 2025. Nevertheless, the steady accumulation of shares by large investors marks a noteworthy development for the company’s stock.