6,812 Shares in Alibaba Group Holding Limited $BABA Bought by Weaver Capital Management LLC
by Tristan Rich · The Markets DailyWeaver Capital Management LLC bought a new position in Alibaba Group Holding Limited (NYSE:BABA – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 6,812 shares of the specialty retailer’s stock, valued at approximately $999,000.
A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in BABA. Capital World Investors raised its stake in Alibaba Group by 1,074.9% in the 3rd 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 during the last quarter. Alkeon Capital Management LLC purchased a new position in shares of Alibaba Group during the 2nd quarter valued at about $184,291,000. Artisan Partners Limited Partnership purchased a new position in shares of Alibaba Group during the 3rd quarter valued at about $290,208,000. Trivest Advisors Ltd purchased a new position in shares of Alibaba Group during the 3rd quarter valued at about $202,126,000. Finally, Coatue Management LLC raised its stake in shares of Alibaba Group by 130.1% during the 3rd quarter. Coatue Management LLC now owns 1,996,593 shares of the specialty retailer’s stock valued at $356,851,000 after buying an additional 1,128,826 shares during the last quarter. Hedge funds and other institutional investors own 13.47% of the company’s stock.
Alibaba Group Price Performance
NYSE:BABA opened at $125.29 on Thursday. Alibaba Group Holding Limited has a 52 week low of $95.73 and a 52 week high of $192.67. The company has a quick ratio of 1.33, a current ratio of 1.33 and a debt-to-equity ratio of 0.22. The stock has a market capitalization of $299.12 billion, a PE ratio of 23.64, a price-to-earnings-growth ratio of 2.12 and a beta of 0.50. The stock’s 50-day moving average price is $142.11 and its 200-day moving average price is $156.05.
Alibaba Group (NYSE:BABA – Get Free Report) last posted its earnings results on Saturday, February 14th. The specialty retailer reported $0.13 EPS for the quarter. Alibaba Group had a return on equity of 7.43% and a net margin of 9.12%.The firm had revenue of $40.71 billion for the quarter. As a group, equities analysts expect that Alibaba Group Holding Limited will post 7.86 EPS for the current fiscal year.
Analyst Ratings Changes
BABA has been the subject of a number of recent research reports. Argus upgraded Alibaba Group to a “hold” rating in a research note on Tuesday, March 24th. Loop Capital set a $140.00 price objective on Alibaba Group in a research note on Tuesday, January 6th. Weiss Ratings lowered Alibaba Group from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, February 27th. Jefferies Financial Group reduced their price objective on Alibaba Group from $225.00 to $212.00 and set a “buy” rating for the company in a research note on Thursday, March 19th. Finally, Robert W. Baird reduced their price objective on Alibaba Group from $174.00 to $164.00 and set an “outperform” rating for the company in a research note on Friday, March 20th. Sixteen research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $187.89.
View Our Latest Stock Report on BABA
More Alibaba Group News
Here are the key news stories impacting Alibaba Group this week:
- Positive Sentiment: Alibaba and China Telecom launched a large AI data center powered by Alibaba’s self‑developed Zhenwu AI chips (10,000‑card cluster) — a material proof point for Alibaba’s cloud/AI strategy and domestic semiconductor push that investors view as de‑risking its AI roadmap. Alibaba launches data center with 10,000 of its own chips as China ramps up AI push
- Positive Sentiment: Management has created a CEO‑led technology committee and streamlined AI executive responsibilities — a governance move signaling prioritization and faster decision‑making around AI investments and productization. Alibaba creates CEO-led technology committee amid intensifying AI race
- Positive Sentiment: Erste Group marginally raised its FY2026 and FY2027 EPS forecasts for Alibaba (FY2026: $4.39; FY2027: $6.63), indicating small analyst upward revisions tied to the company’s AI/cloud prospects (Erste remains Hold). (Analyst note)
- Neutral Sentiment: Alibaba reported March share issuances and confirmed Hong Kong public float compliance — reduces regulatory/secondary‑listing uncertainty for some investors. Alibaba Reports March 2026 Share Issuances and Confirms Hong Kong Public Float Compliance
- Neutral Sentiment: Alibaba is also placing orders for domestic AI chips (e.g., Huawei) as China builds a local AI supply chain — strategic for long‑term independence but adds capital intensity and execution risk. Alibaba Orders Huawei AI Chips As Valuation Gap Draws Investor Focus
- Negative Sentiment: Jefferies cut its price target, which prompted a share drop in Hong Kong — a reminder that some sell‑side desks remain wary about the time and cost required for Alibaba’s AI investments to translate into material profit upside. Alibaba stock plunges 3% after Jefferies cut: time to sell BABA?
- Negative Sentiment: Longer‑running headwinds persist: several pieces highlight slowing e‑commerce growth, weak customer metrics and margin pressure — risks to near‑term revenue/profit recovery if AI monetization lags. Will Alibaba Stock Recover Despite Slowing E-Commerce Market Momentum?
About Alibaba Group
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
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