KMG Fiduciary Partners LLC Lowers Stock Holdings in Alibaba Group Holding Limited $BABA

KMG Fiduciary Partners LLC lessened its stake in Alibaba Group Holding Limited (NYSE:BABA) by 26.4% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 12,538 shares of the specialty retailer’s stock after selling 4,492 shares during the period. KMG Fiduciary Partners LLC’s holdings in Alibaba Group were worth $1,838,000 as of its most recent SEC filing.

A number of other hedge funds also recently added to or reduced their stakes in the stock. Capital World Investors grew its stake in shares of 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 valued at $1,079,229,000 after purchasing an additional 5,524,354 shares during the last quarter. Norges Bank purchased a new stake in shares of Alibaba Group during the second quarter worth approximately $527,243,000. Alkeon Capital Management LLC purchased a new stake in shares of Alibaba Group during the second quarter worth approximately $184,291,000. Artisan Partners Limited Partnership acquired a new stake in shares of Alibaba Group during the third quarter worth $290,208,000. Finally, Trivest Advisors Ltd acquired a new stake in shares of Alibaba Group during the third quarter worth $202,126,000. 13.47% of the stock is owned by institutional investors and hedge funds.

Key Alibaba Group News

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

• Positive Sentiment: Sources say Alibaba plans to place orders for Huawei’s new AI chip after successful testing, which could lower costs, deepen Alibaba’s domestic AI stack and reduce dependence on foreign chips. Exclusive: Huawei’s new AI chip find favour with ByteDance, Alibaba which plan to place orders, sources say
• Positive Sentiment: Analyst support: Argus recently upgraded BABA (leading to a short-term uptick), reflecting some analyst conviction in the stock despite near-term headwinds. Alibaba Group (NYSE:BABA) Upgraded at Argus
• Positive Sentiment: Zacks moved BABA from “strong sell” to “hold,” reducing immediate sell-side pressure and signaling improved sentiment from that broker. Zacks Research upgrade
• Positive Sentiment: Product/AI progress: Alibaba is rolling out “Accio,” an agentic AI for automating supply-chain tasks for SMBs — a sign management is pushing AI-driven revenue opportunities. BABA’s Accio Pushes AI From Chat to Execution
• Neutral Sentiment: Price-target dynamics: Susquehanna cut its price target to $170 (citing heavy AI spending) but kept a positive stance — mixed signal: upside remains but margin risks persist. Price target lowered to $170
• Neutral Sentiment: Valuation context: Recent analyses highlight Alibaba’s AI/cloud push and regulatory changes (e.g., delivery rules) as offsetting factors to heavy investment-driven margin pressure — longer-term story still depends on cloud/AI execution. Assessing Alibaba Group Holding valuation after China’s delivery rules and new AI chip and cloud push
• Negative Sentiment: Analyst estimate cuts: Erste Group reduced FY2026 and FY2027 EPS forecasts materially, signaling weaker near-term profit expectations and adding downward pressure on sentiment. MarketBeat: Analyst estimate changes
• Negative Sentiment: Zacks added BABA to its Rank #5 (Strong Sell) list — a headline that can trigger short-term selling and amplify volatility despite other upgrades. New Strong Sell Stocks for March 27th
• Negative Sentiment: Profit pressure: Coverage and headlines note heavy AI spending has driven a steep profit decline and prompted price-target cuts — this underpins the negative near-term earnings narrative. Alibaba Price Target Slashed to $170 as Heavy AI Spending Drags Profits Down 67%

Alibaba Group Trading Down 2.2%

Shares of BABA stock opened at $122.71 on Friday. The business’s fifty day moving average price is $149.79 and its 200 day moving average price is $158.02. The firm has a market capitalization of $292.96 billion, a PE ratio of 23.15, a P/E/G ratio of 3.11 and a beta of 0.43. The company has a debt-to-equity ratio of 0.22, a current ratio of 1.33 and a quick ratio of 1.33. Alibaba Group Holding Limited has a 1-year low of $95.73 and a 1-year high of $192.67.

Wall Street Analysts Forecast Growth

BABA has been the topic of several recent research reports. Morgan Stanley dropped their price objective on shares of Alibaba Group from $200.00 to $180.00 and set an “overweight” rating on the stock in a research note on Thursday, January 8th. Jefferies Financial Group reduced their target price on shares of Alibaba Group from $225.00 to $212.00 and set a “buy” rating for the company in a research note on Thursday, March 19th. Freedom Capital downgraded shares of Alibaba Group from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 6th. Weiss Ratings lowered shares of Alibaba Group from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, February 27th. Finally, JPMorgan Chase & Co. cut their price target on shares of Alibaba Group from $215.00 to $205.00 and set an “overweight” rating for the company in a report on Friday, March 20th. Sixteen equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $187.89.

Alibaba Group Company 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.