Cullen Capital Management LLC Sells 18,878 Shares of Alibaba Group Holding Limited $BABA

Cullen Capital Management LLC reduced its position in shares of Alibaba Group Holding Limited (NYSE:BABA) by 29.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 45,664 shares of the specialty retailer’s stock after selling 18,878 shares during the period. Cullen Capital Management LLC’s holdings in Alibaba Group were worth $8,162,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Verde Servicos Internacionais S.A. raised its stake in Alibaba Group by 6.9% during the 2nd quarter. Verde Servicos Internacionais S.A. now owns 67,773 shares of the specialty retailer’s stock worth $7,686,000 after buying an additional 4,373 shares during the period. NTV Asset Management LLC increased its holdings in shares of Alibaba Group by 127.4% during the third quarter. NTV Asset Management LLC now owns 15,143 shares of the specialty retailer’s stock valued at $2,707,000 after acquiring an additional 8,484 shares in the last quarter. Marex Group plc acquired a new position in shares of Alibaba Group during the second quarter worth approximately $17,139,000. Y Intercept Hong Kong Ltd lifted its holdings in shares of Alibaba Group by 197.0% in the 2nd quarter. Y Intercept Hong Kong Ltd now owns 34,225 shares of the specialty retailer’s stock worth $3,881,000 after purchasing an additional 22,701 shares in the last quarter. Finally, RD Finance Ltd acquired a new stake in Alibaba Group in the 2nd quarter valued at $3,408,000. Institutional investors and hedge funds own 13.47% of the company’s stock.

Alibaba Group Trading Down 2.9%

NYSE BABA opened at $158.96 on Thursday. The business’s fifty day moving average is $158.89 and its 200-day moving average is $153.23. 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 stock has a market capitalization of $379.50 billion, a price-to-earnings ratio of 21.96, a PEG ratio of 3.57 and a beta of 0.39. Alibaba Group Holding Limited has a one year low of $95.73 and a one year high of $192.67.

More Alibaba Group News

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

• Positive Sentiment: Alibaba rolled out a cloud‑based AI suite and broadcast/analytics tools for the Milano‑Cortina 2026 Winter Olympics — a high‑profile showcase that can drive product credibility and customer wins for its cloud and AI services. From chatbots to replays: Alibaba rolls out AI suite for 2026 Winter Olympics
• Positive Sentiment: Company is aggressively subsidizing AI user growth (Lunar New Year campaigns totaling roughly $420–$432M reported) to scale its Qwen/chatbot ecosystem — this is growth‑oriented investment that could expand monetization long term. Alibaba Pledges $432 Million in Lunar New Year AI Subsidy War
• Positive Sentiment: Analysis of Alibaba’s in‑house AI processor highlights that applications and software are key to chip success — a favorable read for Alibaba’s integrated AI stack (chips + models + services). Analysis: Alibaba’s New Processor Shows Applications Are Key to AI Chip Success
• Positive Sentiment: Robovan (an Alibaba unit) is reported to invest in Zelos Technology — a strategic move consistent with the company’s broader investments in autonomous/robotics areas. Alibaba Group Holding’s Robovan unit set to invest in Zelos Technology, WSJ reports
• Neutral Sentiment: SEC Form 6‑K filing shows minimal share issuance and confirms public float for January 2026 — reduces near‑term dilution worries but is not catalytic. Alibaba Reports Minimal Share Issuance and Confirms Public Float in January 2026 Monthly Return
• Neutral Sentiment: Analyst coverage and Street notes are mixed after a strong 1‑year rally and recent pullback; views differ on valuation and growth trajectory. Where is Alibaba Group Holding Limited (BABA) Headed According to the Street?
• Negative Sentiment: Market commentary (Zacks) highlights that BABA has dipped more than the broader market in the latest session — suggesting profit‑taking/short‑term technical weakness after the rally. Alibaba (BABA) Sees a More Significant Dip Than Broader Market: Some Facts to Know

Analyst Upgrades and Downgrades

Several research analysts have weighed in on BABA shares. Rosenblatt Securities set a $195.00 price objective on shares of Alibaba Group in a report on Wednesday, November 26th. Freedom Capital lowered shares of Alibaba Group from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 6th. Benchmark reiterated a “buy” rating and set a $195.00 price target on shares of Alibaba Group in a research note on Tuesday, November 25th. Barclays boosted their price objective on Alibaba Group from $190.00 to $195.00 and gave the stock an “overweight” rating in a report on Wednesday, November 26th. Finally, Mizuho set a $195.00 target price on Alibaba Group in a report on Wednesday, October 22nd. Eighteen analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Alibaba Group currently has an average rating of “Moderate Buy” and a consensus target price of $195.17.

About Alibaba Group

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.