BI Asset Management Fondsmaeglerselskab A S trimmed its holdings in Alibaba Group Holding Limited (NYSE:BABA – Free Report) by 4.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 101,893 shares of the specialty retailer’s stock after selling 5,249 shares during the quarter. BI Asset Management Fondsmaeglerselskab A S’s holdings in Alibaba Group were worth $18,211,000 as of its most recent SEC filing.
A number of other large investors have also made changes to their positions in BABA. Savant Capital LLC boosted its stake in Alibaba Group by 20.3% during the third quarter. Savant Capital LLC now owns 11,706 shares of the specialty retailer’s stock worth $2,092,000 after buying an additional 1,972 shares during the last quarter. Envestnet Asset Management Inc. increased its holdings in shares of Alibaba Group by 4.8% during the 3rd quarter. Envestnet Asset Management Inc. now owns 403,060 shares of the specialty retailer’s stock worth $72,039,000 after buying an additional 18,349 shares during the last quarter. Hantz Financial Services Inc. raised its position in shares of Alibaba Group by 67.3% during the 3rd quarter. Hantz Financial Services Inc. now owns 59,732 shares of the specialty retailer’s stock valued at $10,676,000 after buying an additional 24,037 shares during the period. Alta Capital Management LLC acquired a new position in Alibaba Group in the third quarter valued at approximately $251,000. Finally, Penserra Capital Management LLC grew its position in Alibaba Group by 43.4% in the third quarter. Penserra Capital Management LLC now owns 230,423 shares of the specialty retailer’s stock worth $41,183,000 after acquiring an additional 69,707 shares during the period. 13.47% of the stock is currently owned by hedge funds and other institutional investors.
Alibaba Group News Roundup
Here are the key news stories impacting Alibaba Group this week:
- Positive Sentiment: Jefferies reaffirmed a Buy on BABA while only trimming its price target slightly to $225, signaling continued analyst confidence in Alibaba’s fundamentals and multi-year growth outlook. Why Jefferies Still Sees Alibaba Group Holding Limited (BABA) as a Compelling Buy for 2026
- Positive Sentiment: Alibaba Cloud is getting high‑visibility deployments (Milano‑Cortina Winter Olympics) that showcase enterprise AI/cloud capabilities and could help drive higher-margin cloud revenue and international credibility. Alibaba Cloud Powers Milano Cortina Olympics AI
- Positive Sentiment: Founding leadership visibility — Jack Ma visited the Qwen AI team ahead of a consumer AI app rollout for Chinese New Year — which may accelerate product focus and PR momentum for Alibaba’s AI push. Jack Ma Visits Qwen Team Before Alibaba’s AI App Enters Chinese New Year Battle
- Positive Sentiment: Regulatory/share structure clarity — Alibaba reported minimal share issuance and confirmed its public float in the January filing, reducing near‑term dilution risk. Alibaba Reports Minimal Share Issuance and Confirms Public Float in January 2026 Monthly Return
- Neutral Sentiment: Cainiao automation (RoboVans) is being expanded — a potential long‑term cost saver but one that requires upfront capex and execution, so near‑term margins/cash flow impact is mixed. Alibaba Bets On Cainiao RoboVans As Automation And Valuation Draw Focus
- Neutral Sentiment: Market commentary and bull-case writeups highlight attractive valuation versus growth and reiterate catalysts, but they largely echo existing bullish narratives rather than introducing new catalysts. Alibaba Group Holding Limited (BABA): A Bull Case Theory
- Neutral Sentiment: Analyst/street coverage pieces and “where is Alibaba headed” articles summarize diverging estimates after the recent rally — useful for context but not immediate catalysts. Where is Alibaba Group Holding Limited (BABA) Headed According to the Street?
Alibaba Group Price Performance
Analyst Upgrades and Downgrades
A number of equities research analysts have commented on BABA shares. Benchmark restated a “buy” rating and issued a $195.00 target price on shares of Alibaba Group in a research report on Tuesday, November 25th. Zacks Research cut shares of Alibaba Group from a “hold” rating to a “strong sell” rating in a research report on Tuesday, October 14th. Sanford C. Bernstein lowered their target price on shares of Alibaba Group from $200.00 to $190.00 and set an “outperform” rating for the company in a research note on Wednesday, November 26th. Mizuho set a $195.00 price target on shares of Alibaba Group in a research note on Wednesday, October 22nd. Finally, Citigroup increased their price objective on shares of Alibaba Group from $218.00 to $225.00 and gave the stock a “buy” rating in a research report on Wednesday, November 26th. Eighteen analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Alibaba Group has an average rating of “Moderate Buy” and a consensus price target of $195.17.
View Our Latest Stock Analysis on Alibaba Group
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.
Further Reading
- Five stocks we like better than Alibaba Group
- Your Bank Account Is No Longer Safe
- When to buy gold (mathematically)
- What a Former CIA Agent Knows About the Coming Collapse
- Nervous about the stock market? Read this
- NEW LAW: Congress Approves Setup For Digital Dollar?
Receive News & Ratings for Alibaba Group Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Alibaba Group and related companies with MarketBeat.com's FREE daily email newsletter.
