Alibaba Group Holding Limited $BABA Stake Decreased by QV Investors Inc.

QV Investors Inc. cut its holdings in shares of Alibaba Group Holding Limited (NYSE:BABA – Free Report) by 19.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 49,347 shares of the specialty retailer’s stock after selling 12,080 shares during the period. QV Investors Inc.’s holdings in Alibaba Group were worth $7,233,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. Ameriflex Group Inc. increased its position in Alibaba Group by 101.4% in the 3rd quarter. Ameriflex Group Inc. now owns 143 shares of the specialty retailer’s stock valued at $26,000 after acquiring an additional 72 shares during the period. Mather Group LLC. acquired a new position in Alibaba Group during the 3rd quarter worth $30,000. Foster Dykema Cabot & Partners LLC bought a new position in shares of Alibaba Group in the third quarter worth $30,000. NBT Bank N A NY increased its holdings in shares of Alibaba Group by 231.5% during the third quarter. NBT Bank N A NY now owns 179 shares of the specialty retailer’s stock valued at $32,000 after purchasing an additional 125 shares during the period. Finally, Palisade Asset Management LLC acquired a new position in shares of Alibaba Group during the third quarter valued at $37,000. 13.47% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on BABA shares. Erste Group Bank downgraded shares of Alibaba Group from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. Jefferies Financial Group lowered their target price on shares of Alibaba Group from $225.00 to $212.00 and set a “buy” rating on the stock in a research note on Thursday, March 19th. Argus upgraded shares of Alibaba Group to a “hold” rating in a research report on Tuesday, March 24th. DZ Bank lowered shares of Alibaba Group from a “buy” rating to a “hold” rating and set a $135.00 price target for the company. in a research note on Friday, March 20th. Finally, Barclays decreased their price objective on shares of Alibaba Group from $195.00 to $190.00 and set an “overweight” rating for the company in a report on Friday, March 20th. Sixteen investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $187.89.

Get Our Latest Analysis on Alibaba Group

Key Alibaba Group News

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

• Positive Sentiment: Alibaba rolled out its Qwen 3.6‑Plus AI model, positioned for developer and enterprise use with enhanced coding and agentic capabilities — a direct push to commercialize AI and expand cloud/AI revenue opportunities. Article Title
• Positive Sentiment: Reports say Chinese AI firm DeepSeek’s V4 model will run on Huawei chips and that Alibaba (along with other Chinese tech giants) placed large preorders for Huawei’s next‑gen AI processors — a sign Alibaba is securing hardware capacity to scale AI services without relying on U.S. GPU supply. Article Title
• Positive Sentiment: Alibaba led a RMB 500 million financing round in StairMed, showing continued strategic investment activity and partnership building in healthcare/technology areas that could support long‑term ecosystem growth. Article Title
• Neutral Sentiment: Coverage highlights Alibaba’s shift to make AI more “useful” (developer tools and agentic workflows) rather than just bigger models — strategically sensible but execution‑dependent for monetization. Article Title
• Neutral Sentiment: Analysts and reports note Alibaba’s Q3 results and AI chip pivot (including sourcing alternatives amid Nvidia restrictions) — important context for long‑term margins but not an immediate catalyst. Article Title
• Neutral Sentiment: Discussion that Alibaba’s newer models remain closed‑source — could speed commercialization but may limit some community adoption; mixed implications for developer ecosystem. Article Title
• Negative Sentiment: Market reports show the stock recently slid (~‑1.4% on April 2), reflecting investor caution after mixed headlines and profit‑taking following prior rallies. Article Title
• Negative Sentiment: Macro data (strong U.S. payrolls) pushed U.S. Treasury yields higher, denting risk appetite and reducing odds of near‑term rate cuts — a headwind for growth and tech names, including Alibaba. Article Title

Alibaba Group Trading Up 0.0%

Shares of BABA stock opened at $122.07 on Friday. The stock has a 50-day simple moving average of $145.16 and a 200 day simple moving average of $156.91. The stock has a market capitalization of $291.42 billion, a P/E ratio of 23.03, a P/E/G ratio of 2.12 and a beta of 0.50. Alibaba Group Holding Limited has a fifty-two week low of $95.73 and a fifty-two 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.

Alibaba Group (NYSE:BABA – Get Free Report) last issued its quarterly earnings results on Saturday, February 14th. The specialty retailer reported $0.13 EPS for the quarter. Alibaba Group had a net margin of 9.12% and a return on equity of 7.43%. The firm had revenue of $40.71 billion for the quarter. On average, sell-side analysts expect that Alibaba Group Holding Limited will post 7.86 earnings per share for the current fiscal year.

About Alibaba Group

(Free Report)

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

• Five stocks we like better than Alibaba Group

Want to see what other hedge funds are holding BABA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Alibaba Group Holding Limited (NYSE:BABA – Free Report).