Rathbones Group PLC Raises Holdings in Alibaba Group Holding Limited $BABA

Rathbones Group PLC boosted its position in Alibaba Group Holding Limited (NYSE:BABA) by 10.2% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 67,827 shares of the specialty retailer’s stock after purchasing an additional 6,254 shares during the quarter. Rathbones Group PLC’s holdings in Alibaba Group were worth $12,123,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in BABA. Norges Bank acquired a new stake in Alibaba Group during the 2nd quarter worth $527,243,000. Alkeon Capital Management LLC acquired a new stake in shares of Alibaba Group in the second quarter valued at about $184,291,000. Artisan Partners Limited Partnership acquired a new stake in shares of Alibaba Group in the third quarter valued at about $290,208,000. Trivest Advisors Ltd purchased a new position in shares of Alibaba Group in the third quarter worth about $202,126,000. Finally, Clear Street LLC acquired a new position in Alibaba Group during the second quarter worth about $58,503,000. Hedge funds and other institutional investors own 13.47% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts recently issued reports on BABA shares. Loop Capital set a $140.00 price objective on shares of Alibaba Group in a research note on Tuesday, January 6th. Citigroup raised their target price on shares of Alibaba Group from $218.00 to $225.00 and gave the stock a “buy” rating in a research note on Wednesday, November 26th. Benchmark restated a “buy” rating and set a $195.00 target price on shares of Alibaba Group in a report on Tuesday, November 25th. Erste Group Bank cut Alibaba Group from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. Finally, JPMorgan Chase & Co. reduced their price objective on Alibaba Group from $240.00 to $230.00 and set an “overweight” rating on the stock in a research report on Wednesday, November 26th. Sixteen investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Alibaba Group currently has an average rating of “Moderate Buy” and an average target price of $195.17.

More Alibaba Group News

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

• Positive Sentiment: Company sets up an AI task force led by CEO Eddie Wu to accelerate foundation-model work, signaling senior-level commitment and resource allocation to Qwen and broader AI initiatives. This can support investor confidence in Alibaba’s AI roadmap. Alibaba Forms AI Task Force After Qwen Leader Exit
• Positive Sentiment: Alibaba hired a former Google DeepMind research scientist to bolster its Qwen AI team — a sign of talent acquisition to strengthen model development and competitiveness in generative AI. Alibaba Poaches Google DeepMind Research Scientist For Qwen AI Push
• Positive Sentiment: Coverage notes Alibaba and other Chinese names may be stabilizing after the selloff; technical signs suggest the market could be bottoming, which may attract value-oriented buyers if macro sentiment improves. Chinese Stocks May Be Bottoming. Alibaba and NetEase Look Attractive.
• Neutral Sentiment: Alibaba announced it will report its December quarter (Q4) results on March 19, 2026 and scheduled a board meeting to approve results — an event risk that could drive volatility depending on revenue, margins, cloud performance and cash flow. Alibaba Group Will Announce December Quarter 2025 Results on March 19, 2026
• Neutral Sentiment: Demand from Alibaba and peers is lifting China’s domestic memory suppliers, which could help cloud and datacenter cost/availability over time but is an indirect, medium-term tailwind. Demand from Alibaba and Other Giants Boosts China’s Homegrown Memory Suppliers
• Negative Sentiment: Short-term headwinds: the Qwen AI division head resigned and several senior leaders reshuffled — this creates execution uncertainty even as management pledges more resources. Market reaction depends on clarity of the new organization and pace of model delivery. Alibaba CEO confirms departure of Qwen AI division head
• Negative Sentiment: Analysts flag fundamentals: cloud revenue growth is healthy but profitability, plunging profit, negative free cash flow and renewed regulatory pressure in China raise doubts about whether heavy AI spending will pay off. These concerns can cap multiple expansion until visibility improves. Can Alibaba Stock Overcome Weak Cloud Growth and Regulatory Pressure?

Alibaba Group Price Performance

Alibaba Group stock opened at $130.98 on Monday. The company has a current ratio of 1.46, a quick ratio of 1.46 and a debt-to-equity ratio of 0.23. The company has a 50-day moving average price of $157.47 and a 200 day moving average price of $158.23. Alibaba Group Holding Limited has a 12-month low of $95.73 and a 12-month high of $192.67. The stock has a market cap of $312.70 billion, a P/E ratio of 18.09, a PEG ratio of 2.86 and a beta of 0.43.

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.