8,591 Alibaba Group Holding Limited $BABA Shares Sold by Quadrant Capital Group LLC

Quadrant Capital Group LLC lessened its holdings in Alibaba Group Holding Limited (NYSE:BABA) by 29.7% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 20,377 shares of the specialty retailer’s stock after selling 8,591 shares during the period. Quadrant Capital Group LLC’s holdings in Alibaba Group were worth $2,259,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. AMF Tjanstepension AB boosted its position in Alibaba Group by 4.1% during the 1st quarter. AMF Tjanstepension AB now owns 2,206,634 shares of the specialty retailer’s stock worth $276,844,000 after purchasing an additional 86,613 shares during the period. Baird Financial Group Inc. raised its position in Alibaba Group by 6.7% in the second quarter. Baird Financial Group Inc. now owns 754,749 shares of the specialty retailer’s stock valued at $72,441,000 after purchasing an additional 47,358 shares during the period. Sei Investments Co. raised its position in Alibaba Group by 63.5% in the first quarter. Sei Investments Co. now owns 573,409 shares of the specialty retailer’s stock valued at $71,940,000 after purchasing an additional 222,666 shares during the period. Candriam S.C.A. raised its position in Alibaba Group by 104.6% in the first quarter. Candriam S.C.A. now owns 564,818 shares of the specialty retailer’s stock valued at $70,862,000 after purchasing an additional 288,738 shares during the period. Finally, Sumitomo Mitsui Trust Group Inc. lifted its stake in shares of Alibaba Group by 19.3% during the first quarter. Sumitomo Mitsui Trust Group Inc. now owns 534,794 shares of the specialty retailer’s stock worth $67,095,000 after purchasing an additional 86,484 shares in the last quarter. Institutional investors and hedge funds own 13.47% of the company’s stock.

Insider Activity at Alibaba Group

In other Alibaba Group news, CEO Yongming Wu bought 350,000 shares of the company’s stock in a transaction dated Monday, August 24th. The shares were acquired at an average cost of $14.24 per share, with a total value of $4,984,000.00. Following the completion of the transaction, the chief executive officer owned 1,364,418 shares in the company, valued at $19,429,312.32. The trade was a 34.50% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, General Counsel Siying Yu sold 6,764 shares of the business’s stock in a transaction dated Friday, September 25th. The stock was sold at an average price of $13.58, for a total value of $91,855.12. Following the completion of the transaction, the general counsel owned 613,965 shares in the company, valued at approximately $8,337,644.70. This trade represents a 1.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last ninety days, insiders sold 999,971 shares of company stock valued at $13,563,304. 12.50% of the stock is currently owned by insiders.

Key Headlines Impacting Alibaba Group

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

• Positive Sentiment: Alibaba reportedly backed a $400 million fundraising round for autonomous-delivery company Neolix. The investment could strengthen Alibaba’s logistics and last-mile delivery capabilities while expanding its exposure to driverless-vehicle technology. Alibaba Reportedly Backs Neolix Raise $400 Million for Driverless Delivery Expansion
• Positive Sentiment: Alibaba, ByteDance and Tencent reportedly placed more than $35 billion of orders for Nvidia chips. The demand highlights Alibaba’s substantial AI ambitions and could support future cloud-computing and AI-service growth, although Nvidia may be able to fulfill only a portion of the orders because of supply constraints and export restrictions. ByteDance, Alibaba, Tencent place over US$35 bn worth of Nvidia chip orders
• Positive Sentiment: Alibaba’s RISC-V intellectual property reportedly powers more than 6 billion shipped chips, offering a potential long-term opportunity in AI, automotive and embedded-computing markets. Alibaba’s RISC-V IP powers over 6 billion shipped chips as tech giant targets AI, autos
• Neutral Sentiment: Recent investment commentary presents Alibaba as a potential 2026 retail investment because of its leading Chinese e-commerce position, conservative balance sheet and AI/cloud expansion. However, comparisons with Walmart and Home Depot emphasize that Alibaba remains a higher-growth, higher-risk alternative rather than a direct defensive substitute. Better Retail Stock for 2026: Alibaba vs. Walmart
• Negative Sentiment: The immediate pressure came from a broad retreat in Chinese technology stocks. Alibaba was among the hardest-hit names as investors questioned whether heavy AI and cloud spending will generate sufficient returns, raising concerns about margins, cash flow and near-term earnings. China Tech Stocks Slide While Broader Market Edges Higher

Alibaba Group Price Performance

Shares of BABA stock opened at $104.35 on Thursday. The company has a market capitalization of $259.60 billion, a PE ratio of 25.27, a price-to-earnings-growth ratio of 1.42 and a beta of 0.47. The firm has a fifty day simple moving average of $113.08 and a 200-day simple moving average of $118.69. The company has a current ratio of 1.36, a quick ratio of 1.36 and a debt-to-equity ratio of 0.21. Alibaba Group Holding Limited has a twelve month low of $91.99 and a twelve month high of $182.50.

Alibaba Group (NYSE:BABA) last released its quarterly earnings results on Friday, August 14th. The specialty retailer reported $1.26 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.94 by ($0.68). Alibaba Group had a return on equity of 4.79% and a net margin of 7.00%. The firm had revenue of $39.64 billion for the quarter, compared to analysts’ expectations of $39.52 billion. During the same period last year, the firm earned $14.75 EPS. The business’s quarterly revenue was up 8.6% on a year-over-year basis. Equities research analysts anticipate that Alibaba Group Holding Limited will post 5.74 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several brokerages have recently weighed in on BABA. Barclays upped their target price on Alibaba Group from $195.00 to $200.00 and gave the stock an “overweight” rating in a research report on Friday, August 21st. JPMorgan Chase & Co. lowered their target price on Alibaba Group from $210.00 to $200.00 and set an “overweight” rating for the company in a research note on Monday, October 12th. Susquehanna raised their target price on Alibaba Group from $185.00 to $190.00 and gave the company a “positive” rating in a report on Friday, August 28th. Sanford C. Bernstein reiterated an “outperform” rating and set a $165.00 target price on shares of Alibaba Group in a report on Monday, September 7th. Finally, Piper Sandler lowered Alibaba Group to a “hold” rating in a research report on Thursday, October 8th. Two analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $182.89.

Alibaba Group Company Profile

Alibaba Group Holding Limited is a technology and commerce company founded in 1999 and headquartered in Hangzhou, China. It operates a broad digital ecosystem that connects consumers, merchants, brands and businesses through online marketplaces, technology platforms and related services.

The company’s China commerce businesses include Taobao, a consumer-focused marketplace, and Tmall, which enables brands and retailers to sell directly to consumers. Alibaba also operates 1688, a business-to-business wholesale marketplace.