QRG Capital Management Inc. Sells 8,667 Shares of Alibaba Group Holding Limited $BABA

QRG Capital Management Inc. trimmed its position in Alibaba Group Holding Limited (NYSE:BABA) by 19.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 35,476 shares of the specialty retailer’s stock after selling 8,667 shares during the quarter. QRG Capital Management Inc.’s holdings in Alibaba Group were worth $6,341,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Verde Servicos Internacionais S.A. boosted its position in shares of Alibaba Group by 6.9% during the second quarter. Verde Servicos Internacionais S.A. now owns 67,773 shares of the specialty retailer’s stock worth $7,686,000 after purchasing an additional 4,373 shares in the last quarter. NTV Asset Management LLC raised its stake in Alibaba Group by 127.4% during the 3rd quarter. NTV Asset Management LLC now owns 15,143 shares of the specialty retailer’s stock worth $2,707,000 after buying an additional 8,484 shares during the period. Ninety One UK Ltd bought a new position in Alibaba Group during the second quarter worth about $15,318,000. Marex Group plc acquired a new position in Alibaba Group in the second quarter valued at about $17,139,000. Finally, Y Intercept Hong Kong Ltd increased its holdings in shares of Alibaba Group by 197.0% in the second quarter. Y Intercept Hong Kong Ltd now owns 34,225 shares of the specialty retailer’s stock worth $3,881,000 after acquiring an additional 22,701 shares in the last quarter. 13.47% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on the company. Arete Research set a $172.00 price objective on Alibaba Group in a research report on Tuesday, December 9th. Nomura cut their price target on shares of Alibaba Group from $215.00 to $193.00 and set a “buy” rating on the stock in a research note on Monday, January 12th. Barclays increased their price objective on shares of Alibaba Group from $190.00 to $195.00 and gave the stock an “overweight” rating in a research report on Wednesday, November 26th. Robert W. Baird boosted their price objective on shares of Alibaba Group from $153.00 to $174.00 and gave the company an “outperform” rating in a research report on Wednesday, September 24th. Finally, Benchmark reiterated a “buy” rating and set a $195.00 target price on shares of Alibaba Group in a report on Tuesday, November 25th. Seventeen research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Alibaba Group has a consensus rating of “Moderate Buy” and a consensus target price of $190.68.

Alibaba Group Stock Down 3.1%

Shares of BABA stock opened at $165.63 on Friday. The firm’s fifty day moving average price is $155.99 and its two-hundred day moving average price is $147.89. The company has a current ratio of 1.46, a quick ratio of 1.46 and a debt-to-equity ratio of 0.23. Alibaba Group Holding Limited has a 1 year low of $83.03 and a 1 year high of $192.67. The firm has a market capitalization of $395.21 billion, a P/E ratio of 22.88, a PEG ratio of 3.53 and a beta of 0.37.

Alibaba Group News Roundup

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

• Positive Sentiment: Major Qwen upgrade: Alibaba has rolled out a unified, agentic Qwen AI experience across its ecosystem (Taobao, Alipay, travel apps), enabling in-chat shopping, payments, food orders and travel bookings — a step that could accelerate user engagement and new monetization paths. Alibaba Qwen Upgrade: The Market Can No Longer Ignore This AI Catalyst
• Positive Sentiment: Agentic & payments features now live for public testing in China — Qwen can place orders, complete in-chat payments and book travel, increasing direct commerce conversion through AI. This operational progress makes near-term monetization more plausible. Alibaba Adds Agentic and Payments Capabilities to Consumer AI App
• Positive Sentiment: Wall Street warming to the AI story — several analysts and research notes show growing confidence that Alibaba’s AI/cloud push could be the next growth leg, supporting higher longer-term targets. Why Wall Street Is Turning More Confident on Alibaba’s AI Push
• Neutral Sentiment: Ecosystem integration breadth — multiple outlets note Qwen’s connections to Taobao, Alipay and travel apps and reported user milestones, which are strategically important but will take time to translate into revenue. China’s Alibaba Links Qwen AI App to Vast Consumer Ecosystem
• Neutral Sentiment: Deal/tech exposure: reports that Alibaba and JPMorgan are cornerstones in a chip-designer listing highlight strategic moves into semiconductors but are peripheral to core revenue drivers. Montage Technology Draws Alibaba, JPMorgan as Cornerstones for Hong Kong Listing
• Negative Sentiment: Analyst target trim: Nomura lowered its price target (from $215 to $193) while keeping a buy rating — a modest re-pricing that signals caution on near-term upside despite bullish AI narratives. Nomura Adjusts Alibaba Group Price Target to $193 From $215; Maintains Buy Rating
• Negative Sentiment: Profit-taking and core-ecommerce concerns: social and trade commentary note a multimonth pullback and worries about e‑commerce monetization, which likely drove the intraday decline as some investors locked gains after the AI headlines. Why This Trader Sees A Timing Opportunity In Alibaba Stock

Alibaba Group 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.