Elo Mutual Pension Insurance Co Acquires New Position in Alibaba Group Holding Limited $BABA

Elo Mutual Pension Insurance Co bought a new position in Alibaba Group Holding Limited (NYSE:BABA) in the third quarter, according to its most recent filing with the SEC. The firm bought 24,629 shares of the specialty retailer’s stock, valued at approximately $4,402,000.

Other hedge funds have also bought and sold shares of the company. Mather Group LLC. purchased a new position in shares of Alibaba Group in the third quarter worth $30,000. NBT Bank N A NY increased its position in shares of Alibaba Group by 231.5% in the 3rd quarter. NBT Bank N A NY now owns 179 shares of the specialty retailer’s stock valued at $32,000 after acquiring an additional 125 shares during the period. NewSquare Capital LLC raised its stake in Alibaba Group by 65.0% in 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 during the last quarter. Elkhorn Partners Limited Partnership lifted its position in Alibaba Group by 33.3% during the 2nd quarter. Elkhorn Partners Limited Partnership now owns 400 shares of the specialty retailer’s stock worth $45,000 after acquiring an additional 100 shares during the period. Finally, Richardson Financial Services Inc. grew its stake in Alibaba Group by 34.4% during the 3rd quarter. Richardson Financial Services Inc. now owns 254 shares of the specialty retailer’s stock valued at $45,000 after purchasing an additional 65 shares during the last quarter. Institutional investors and hedge funds own 13.47% of the company’s stock.

Alibaba Group Stock Performance

BABA opened at $135.48 on Wednesday. The stock has a market cap of $323.45 billion, a P/E ratio of 18.71, a P/E/G ratio of 3.12 and a beta of 0.43. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.46 and a quick ratio of 1.46. The firm has a fifty day moving average price of $158.64 and a 200 day moving average price of $158.00. Alibaba Group Holding Limited has a 1 year low of $95.73 and a 1 year high of $192.67.

Alibaba Group News Summary

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

• Positive Sentiment: Long-term market opportunity: a report forecasts strong growth in China’s gift-card/prepaid market through 2030, highlighting Alibaba’s advantage as a platform-integrated payments and merchant ecosystem that can monetize wallet balances and corporate spend. This supports longer-term revenue and ecosystem monetization potential. China Gift Card Business and Investment Report 2026
• Positive Sentiment: Technical note: a market analysis flagged a potential bounce off a bullish trendline, suggesting short-term technical support that could limit downside if momentum shifts. Traders may view this as a buy-the-dip signal. Signal Says Alibaba Stock Could Bounce Off Bullish Trendline
• Neutral Sentiment: Corporate housekeeping: Alibaba reported stable share capital in its Hong Kong monthly return, which removes immediate dilution concerns but doesn’t change fundamentals. That steadiness is neutral for near-term price direction. Alibaba Keeps Share Capital Stable in February 2026 Hong Kong Monthly Return
• Neutral Sentiment: ETF flows/context: one global ETF that holds Alibaba is outperforming as investors shift away from U.S. equities — a macro flow that can support international names but is not a company-specific catalyst. As Investors Flee U.S. Equities, This Global ETF Is Outperforming (BABA)
• Neutral Sentiment: Cloud margins in focus: coverage notes Alibaba’s AI coding platform and its in-house chip work could drive AI revenue but also increase capex and margin scrutiny for cloud services — mixed implications for near-term profitability. Alibaba AI Coding Platform And Chip Put Cloud Margins In Focus
• Negative Sentiment: Leadership disruption at Qwen AI: a visible technical lead on Alibaba’s Qwen AI project stepped down just after the company released Qwen 3.5 open-weight models — a potential hit to execution momentum and investor confidence in Alibaba’s AI push. Alibaba’s Qwen tech lead steps down after major AI push
• Negative Sentiment: Regulatory/legal risk: recent public notices highlight ongoing and potential securities-related litigation (including a $433.5M recovery listing and a Portnoy Law Firm investigation), adding legal overhang and potential settlement/defense costs. Two GPWR-Litigated Matters Featured Alibaba Group Holding Ltd Investigated by the Portnoy Law Firm
• Negative Sentiment: Hardware export risk: U.S. discussions about per-customer caps on Nvidia H200 exports to China (and an overall ceiling) create downside risk for Chinese cloud/AI adopters — higher hardware constraints or costs could slow Alibaba Cloud’s AI rollout or raise margin pressure. Trump Weighs 75,000 H200 Cap as Nvidia China Shipments Could Hit 1 Million

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on BABA. Jefferies Financial Group reduced their price objective on Alibaba Group from $231.00 to $225.00 and set a “buy” rating for the company in a research note on Thursday, January 8th. Sanford C. Bernstein decreased their price objective on shares of Alibaba Group from $200.00 to $190.00 and set an “outperform” rating for the company in a research note on Wednesday, November 26th. Citigroup upped their price objective on shares of Alibaba Group from $218.00 to $225.00 and gave the company a “buy” rating in a report on Wednesday, November 26th. Macquarie Infrastructure reissued an “outperform” rating on shares of Alibaba Group in a report on Tuesday, November 25th. Finally, Erste Group Bank downgraded shares of Alibaba Group from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. Sixteen equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $195.17.

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.