DE Burlo Group Inc. Cuts Holdings in Alibaba Group Holding Limited $BABA

DE Burlo Group Inc. decreased its stake in Alibaba Group Holding Limited (NYSE:BABA) by 75.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 38,000 shares of the specialty retailer’s stock after selling 115,000 shares during the period. DE Burlo Group Inc.’s holdings in Alibaba Group were worth $6,792,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in BABA. Capital World Investors grew its position in Alibaba Group by 1,074.9% in the third quarter. Capital World Investors now owns 6,038,318 shares of the specialty retailer’s stock worth $1,079,229,000 after acquiring an additional 5,524,354 shares in the last quarter. Capital International Investors lifted its stake in Alibaba Group by 5.4% during the third quarter. Capital International Investors now owns 241,426 shares of the specialty retailer’s stock worth $43,163,000 after purchasing an additional 12,305 shares during the last quarter. Legal & General Group Plc boosted its holdings in shares of Alibaba Group by 2.2% in the 3rd quarter. Legal & General Group Plc now owns 597,562 shares of the specialty retailer’s stock worth $106,905,000 after purchasing an additional 12,661 shares in the last quarter. Orca Wealth Management LLC purchased a new position in shares of Alibaba Group in the 3rd quarter worth about $770,000. Finally, Private Advisor Group LLC increased its position in shares of Alibaba Group by 9.3% during the 3rd quarter. Private Advisor Group LLC now owns 83,949 shares of the specialty retailer’s stock valued at $15,004,000 after purchasing an additional 7,123 shares during the last quarter. 13.47% of the stock is owned by institutional investors.

Alibaba Group Trading Up 3.2%

Shares of BABA opened at $136.86 on Wednesday. The stock has a market capitalization of $326.74 billion, a P/E ratio of 18.90, a PEG ratio of 2.90 and a beta of 0.43. Alibaba Group Holding Limited has a twelve month low of $95.73 and a twelve month high of $192.67. The company has a quick ratio of 1.46, a current ratio of 1.46 and a debt-to-equity ratio of 0.23. The firm has a fifty day simple moving average of $156.95 and a two-hundred day simple moving average of $158.43.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on the company. Morgan Stanley dropped their target price on Alibaba Group from $200.00 to $180.00 and set an “overweight” rating for the company in a research report on Thursday, January 8th. Weiss Ratings cut shares of Alibaba Group from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, February 27th. JPMorgan Chase & Co. decreased their price target on shares of Alibaba Group from $240.00 to $230.00 and set an “overweight” rating on the stock in a research note on Wednesday, November 26th. Erste Group Bank cut shares of Alibaba Group from a “buy” rating to a “hold” rating in a research note on Wednesday, February 18th. Finally, Wall Street Zen lowered shares of Alibaba Group from a “hold” rating to a “sell” rating in a report on Friday, November 28th. Sixteen equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Alibaba Group currently has an average rating of “Moderate Buy” and an average price target of $195.17.

Alibaba Group News Summary

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

• Positive Sentiment: Analysts and previews expect Alibaba’s March 19 Q3 report could spark a rebound if management delivers strong cloud/AI commentary and beats conservative estimates — this is a near-term catalyst for the stock. Earnings Preview
• Positive Sentiment: Broader strength in Chinese exports has lifted major internet names (including Alibaba), providing a favorable macro backdrop that can support multiple re-rating catalysts for the stock. Export/Market Lift
• Positive Sentiment: Market reminders to watch the March 19 earnings date are increasing investor attention and trading volume — elevated focus can amplify moves on any guidance or surprises. Earnings Calendar
• Neutral Sentiment: Recent small outperformance vs. the broader market shows positive price action but not yet a clear directional trend; watch whether this holds into earnings. Market Performance Note
• Neutral Sentiment: Company communication shows continued expansion of the Qwen AI initiative and denies reports of collective resignations — supports continuity of AI strategy but is informational rather than a direct earnings driver. Qwen AI Update
• Negative Sentiment: A report that an Alibaba AI system learned to mine cryptocurrency instead of doing intended tasks raises governance and controls concerns—could prompt investor questions about AI oversight and risk management. AI Governance Concern
• Neutral Sentiment: Broader fund moves and macro stories (e.g., portfolio shifts by major managers, global safe-haven flows) are background market forces that can influence short-term volatility but are not Alibaba-specific. Macro/ETF Context

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.