RWC Asset Advisors US LLC Sells 13,775 Shares of Alibaba Group Holding Limited $BABA

RWC Asset Advisors US LLC lowered its position in Alibaba Group Holding Limited (NYSE:BABA) by 6.8% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 189,415 shares of the specialty retailer’s stock after selling 13,775 shares during the quarter. Alibaba Group accounts for approximately 4.0% of RWC Asset Advisors US LLC’s holdings, making the stock its 10th biggest holding. RWC Asset Advisors US LLC’s holdings in Alibaba Group were worth $18,180,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Aureus Asset Management LLC lifted its holdings in shares of Alibaba Group by 511.0% in the first quarter. Aureus Asset Management LLC now owns 9,361 shares of the specialty retailer’s stock valued at $1,174,000 after purchasing an additional 7,829 shares in the last quarter. Teachers Retirement System of The State of Kentucky grew its position in shares of Alibaba Group by 24.5% in the first quarter. Teachers Retirement System of The State of Kentucky now owns 259,580 shares of the specialty retailer’s stock valued at $32,567,000 after purchasing an additional 51,000 shares during the last quarter. Thornburg Investment Management Inc. increased its stake in shares of Alibaba Group by 5.5% during the 4th quarter. Thornburg Investment Management Inc. now owns 584,028 shares of the specialty retailer’s stock worth $85,607,000 after purchasing an additional 30,644 shares in the last quarter. Eurizon Capital SGR S.p.A. purchased a new position in shares of Alibaba Group during the 4th quarter worth approximately $21,266,000. Finally, William Blair Investment Management LLC acquired a new position in shares of Alibaba Group during the 4th quarter worth approximately $1,622,000. Institutional investors and hedge funds own 13.47% of the company’s stock.

Alibaba Group Trading Down 0.1%

Shares of BABA opened at $113.10 on Tuesday. Alibaba Group Holding Limited has a fifty-two week low of $91.99 and a fifty-two week high of $192.67. The stock has a fifty day moving average of $116.54 and a two-hundred day moving average of $124.56. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.36 and a current ratio of 1.36. The company has a market capitalization of $281.12 billion, a PE ratio of 27.38, a price-to-earnings-growth ratio of 2.07 and a beta of 0.51.

Alibaba Group (NYSE:BABA) last announced its quarterly earnings data on Friday, August 14th. The specialty retailer reported $1.26 EPS for the quarter, missing analysts’ consensus estimates of $1.94 by ($0.68). The business had revenue of $39.64 billion during the quarter, compared to analysts’ expectations of $39.52 billion. Alibaba Group had a net margin of 7.00% and a return on equity of 4.79%. Alibaba Group’s revenue for the quarter was up 8.6% on a year-over-year basis. During the same period in the prior year, the firm earned $14.75 EPS. As a group, analysts forecast that Alibaba Group Holding Limited will post 5.88 EPS for the current year.

Wall Street Analysts Forecast Growth

BABA has been the topic of a number of recent research reports. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $165.00 target price on shares of Alibaba Group in a research note on Monday. JPMorgan Chase & Co. upped their price objective on Alibaba Group from $205.00 to $210.00 and gave the company an “overweight” rating in a research report on Friday, August 21st. Wall Street Zen raised Alibaba Group from a “sell” rating to a “hold” rating in a research note on Saturday, May 23rd. HSBC set a $170.00 price objective on Alibaba Group in a research report on Thursday, July 9th. Finally, Robert W. Baird reduced their target price on shares of Alibaba Group from $164.00 to $160.00 and set an “outperform” rating on the stock in a report on Friday, August 21st. Two research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $187.45.

Insider Transactions at Alibaba Group

In other Alibaba Group news, General Counsel Siying Yu sold 6,772 shares of the firm’s stock in a transaction dated Thursday, June 25th. The stock was sold at an average price of $12.10, for a total value of $81,941.20. Following the sale, the general counsel directly owned 607,234 shares of the company’s stock, valued at approximately $7,347,531.40. This trade represents a 1.10% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Fang Jiang sold 4,898 shares of Alibaba Group stock in a transaction dated Thursday, June 25th. The shares were sold at an average price of $12.09, for a total value of $59,216.82. Following the completion of the sale, the insider owned 5,559,511 shares of the company’s stock, valued at $67,214,487.99. This trade represents a 0.09% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 920,303 shares of company stock worth $70,796,370 in the last quarter. 12.50% of the stock is currently owned by corporate insiders.

Key Alibaba Group News

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

• Positive Sentiment: Alibaba’s dominant position in Chinese e-commerce and cloud computing, combined with its relatively discounted valuation, could provide longer-term upside compared with higher-valued rivals such as Coupang and Shopify. Alibaba vs. Coupang comparison Alibaba vs. Shopify comparison
• Neutral Sentiment: Several investor-rights firms publicized securities class actions or urged shareholders to participate in existing litigation. The notices concern purchases made from June 26, 2025, through June 24, 2026, and cite allegations including undisclosed Chinese military ties and fraudulent AI-distillation attacks. The allegations have not been established, and the immediate financial impact is uncertain. Investors face an October 5, 2026, lead-plaintiff deadline. Rosen securities litigation notice Hagens Berman investor notice SBS securities fraud lawsuit notice
• Negative Sentiment: Alibaba’s approximately $10.2 billion Hong Kong share placement has increased the share count and created dilution concerns. Reports also say AI-related costs are weighing on investor sentiment, pushing the stock below the placement price and raising questions about the near-term return on heavy AI investment. Alibaba capital raise report Alibaba AI costs and placement price report

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.