Full Truck Alliance Co. Ltd. Sponsored ADR $YMM is OLP CAPITAL MANAGEMENT Ltd’s 3rd Largest Position

OLP CAPITAL MANAGEMENT Ltd lowered its position in Full Truck Alliance Co. Ltd. Sponsored ADR (NYSE:YMM) by 70.0% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 5,024,072 shares of the company’s stock after selling 11,734,694 shares during the period. Full Truck Alliance makes up about 11.5% of OLP CAPITAL MANAGEMENT Ltd’s portfolio, making the stock its 3rd largest position. OLP CAPITAL MANAGEMENT Ltd’s holdings in Full Truck Alliance were worth $65,162,000 at the end of the most recent reporting period.

Several other large investors have also recently modified their holdings of YMM. EverSource Wealth Advisors LLC lifted its position in Full Truck Alliance by 274.9% during the second quarter. EverSource Wealth Advisors LLC now owns 3,880 shares of the company’s stock valued at $46,000 after acquiring an additional 2,845 shares during the last quarter. Headlands Technologies LLC acquired a new position in shares of Full Truck Alliance during the second quarter worth $111,000. Daiwa Securities Group Inc. acquired a new position in shares of Full Truck Alliance during the second quarter worth $118,000. Oppenheimer Asset Management Inc. purchased a new stake in shares of Full Truck Alliance during the 3rd quarter valued at $142,000. Finally, CI Investments Inc. lifted its holdings in shares of Full Truck Alliance by 10.7% during the 3rd quarter. CI Investments Inc. now owns 10,924 shares of the company’s stock valued at $142,000 after purchasing an additional 1,052 shares during the last quarter. Institutional investors own 39.02% of the company’s stock.

Full Truck Alliance News Roundup

Here are the key news stories impacting Full Truck Alliance this week:

• Positive Sentiment: Company reported strong revenue for fiscal 2025 and described strategic initiatives to expand its digital freight platform — a sign of underlying top‑line traction. This China Logistics Platform Generated $1.8 Billion in Revenue Last Year
• Positive Sentiment: Profitability remains healthy: Q4 EPS matched consensus at $0.14 and the company reported a strong net margin (~31.9%) and double‑digit ROE, supporting the thesis that the business is cash‑generative. PR / MarketBeat Results
• Neutral Sentiment: Management hosted a detailed earnings call and slide presentation; transcripts and decks are available for investors who want forward guidance color and unit economics detail. Earnings Call Transcript
• Neutral Sentiment: The company updated Q1 2026 guidance (entry was incomplete in the release), leaving some uncertainty around near‑term outlook — investors will be watching any follow‑up clarification from management. Earnings Presentation
• Negative Sentiment: An investor reportedly exited a ~$6 million stake after the results, which can signal limited insider/holder conviction and add selling pressure. Investor Exit Report
• Negative Sentiment: Daiwa downgraded YMM from Buy to Neutral and set a $9 price target (roughly flat/slight upside to current levels), reducing the positive analyst momentum that could support the stock. Daiwa Downgrade / Finviz

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on the company. iA Financial set a $8.00 target price on Full Truck Alliance in a research note on Monday, January 12th. Weiss Ratings downgraded Full Truck Alliance from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, January 13th. Jefferies Financial Group set a $13.00 price target on Full Truck Alliance in a research note on Monday, November 17th. Barclays cut their price objective on shares of Full Truck Alliance from $13.00 to $12.00 and set an “equal weight” rating on the stock in a report on Wednesday, November 19th. Finally, JPMorgan Chase & Co. lowered shares of Full Truck Alliance from a “neutral” rating to an “underweight” rating and decreased their price objective for the company from $11.00 to $8.00 in a research report on Monday, January 12th. Two 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 company’s stock. According to data from MarketBeat, Full Truck Alliance presently has an average rating of “Hold” and an average price target of $11.43.

Full Truck Alliance Price Performance

NYSE YMM opened at $8.80 on Friday. The company has a market cap of $9.20 billion, a price-to-earnings ratio of 14.66 and a beta of 0.23. The stock’s fifty day moving average price is $9.77 and its 200 day moving average price is $11.43. Full Truck Alliance Co. Ltd. Sponsored ADR has a 1 year low of $8.68 and a 1 year high of $14.07.

Full Truck Alliance (NYSE:YMM) last issued its quarterly earnings results on Thursday, March 12th. The company reported $0.14 EPS for the quarter, hitting analysts’ consensus estimates of $0.14. The company had revenue of $456.32 million during the quarter, compared to analysts’ expectations of $3.13 billion. Full Truck Alliance had a return on equity of 11.51% and a net margin of 35.22%. Research analysts expect that Full Truck Alliance Co. Ltd. Sponsored ADR will post 0.46 earnings per share for the current year.

Full Truck Alliance Company Profile

Full Truck Alliance (NYSE: YMM) operates a leading digital freight platform in China, connecting shippers with a vast network of independent truck drivers. The company’s core offering centers on load matching, enabling cargo owners to find suitable carriers quickly through a mobile and web-based interface. By streamlining the booking process, Full Truck Alliance helps reduce downtime and improves overall asset utilization for both shippers and drivers.

The platform features real-time route optimization, electronic waybills, digital payment solutions and in-app communication tools.