Mitsubishi UFJ Trust & Banking Corp Cuts Stock Holdings in Alibaba Group Holding Limited $BABA

Mitsubishi UFJ Trust & Banking Corp lowered its stake in Alibaba Group Holding Limited (NYSE:BABA) by 25.2% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 119,868 shares of the specialty retailer’s stock after selling 40,379 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp’s holdings in Alibaba Group were worth $21,424,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Rosenberg Matthew Hamilton purchased a new stake in shares of Alibaba Group in the second quarter worth about $26,000. Mather Group LLC. purchased a new position in Alibaba Group during the 3rd quarter valued at approximately $30,000. NBT Bank N A NY increased its stake in Alibaba Group by 231.5% in the 3rd quarter. NBT Bank N A NY now owns 179 shares of the specialty retailer’s stock worth $32,000 after acquiring an additional 125 shares during the last quarter. NewSquare Capital LLC raised its holdings in shares of Alibaba Group by 65.0% during the 2nd quarter. NewSquare Capital LLC now owns 330 shares of the specialty retailer’s stock worth $37,000 after acquiring an additional 130 shares in the last quarter. Finally, Elkhorn Partners Limited Partnership boosted its position in shares of Alibaba Group by 33.3% during the 2nd quarter. Elkhorn Partners Limited Partnership now owns 400 shares of the specialty retailer’s stock valued at $45,000 after acquiring an additional 100 shares during the last quarter. Institutional investors own 13.47% of the company’s stock.

Alibaba Group Stock Down 1.1%

Shares of NYSE BABA opened at $171.37 on Tuesday. Alibaba Group Holding Limited has a 1 year low of $89.22 and a 1 year high of $192.67. The firm has a 50-day simple moving average of $157.24 and a two-hundred day simple moving average of $150.80. The company has a market cap of $409.13 billion, a P/E ratio of 23.67, a PEG ratio of 3.73 and a beta of 0.37. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.46 and a quick ratio of 1.46.

Alibaba Group News Roundup

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

• Positive Sentiment: Nomura raised its price target on BABA to $237 and kept a Buy rating, signaling sizable upside vs. the current level and giving investors a fundamental re-rating argument. MarketScreener
• Positive Sentiment: Alibaba’s latest AI work — including a new model positioned to compete with ChatGPT/Gemini and claims its flagship models challenge OpenAI/Google — reinforces a growth narrative around AI monetization and cloud services. Caixin
• Positive Sentiment: Technical and PR milestones — notably Qwen-3 being operated in orbit — bolster Alibaba’s leadership story in AI and space computing, a positive for long-term differentiation in cloud/AI services. Benzinga
• Positive Sentiment: Industry recognition — Tencent’s executive publicly praised Alibaba’s AI integration while contrasting rivals — helps validate Alibaba’s AI strategy within China’s tech ecosystem. Yicai Global
• Neutral Sentiment: Analyst commentary suggests the “story” for Alibaba is changing (mix of valuation rerating and execution focus); this shapes expectations but leaves timing and magnitude of upside uncertain. Yahoo Finance
• Negative Sentiment: Regulatory/headline risk from the U.S.: Texas has barred state employees from using Alibaba and related products, a political/security action that raises concerns about U.S. access, contracting risk and reputational noise. Reuters
• Negative Sentiment: Near-term trading weakness: coverage noted the stock pulled back in the latest session, reflecting profit-taking and risk-off after recent gains. Zacks

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on the stock. CLSA upped their price target on shares of Alibaba Group from $155.00 to $200.00 and gave the company an “outperform” rating in a research note on Thursday, October 2nd. JPMorgan Chase & Co. decreased their target price on shares of Alibaba Group from $240.00 to $230.00 and set an “overweight” rating on the stock in a research report on Wednesday, November 26th. Rosenblatt Securities set a $195.00 price target on Alibaba Group in a research report on Wednesday, November 26th. Freedom Capital downgraded Alibaba Group from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 6th. Finally, Loop Capital set a $140.00 price objective on Alibaba Group in a research note on Tuesday, January 6th. Eighteen equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Alibaba Group has an average rating of “Moderate Buy” and an average price target of $195.17.

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.