Alibaba Group Holding Limited $BABA Stock: TT International Asset Management LTD Grows Holdings

TT International Asset Management LTD lifted its stake in Alibaba Group Holding Limited (NYSE:BABA) by 2,775.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 185,036 shares of the specialty retailer’s stock after buying an additional 178,600 shares during the period. Alibaba Group makes up approximately 2.2% of TT International Asset Management LTD’s investment portfolio, making the stock its 14th biggest position. TT International Asset Management LTD’s holdings in Alibaba Group were worth $19,899,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in BABA. AMF Tjanstepension AB increased its stake in Alibaba Group by 4.1% during the 1st quarter. AMF Tjanstepension AB now owns 2,206,634 shares of the specialty retailer’s stock worth $276,844,000 after acquiring an additional 86,613 shares during the period. Baird Financial Group Inc. lifted its position in shares of Alibaba Group by 6.7% during the 2nd quarter. Baird Financial Group Inc. now owns 754,749 shares of the specialty retailer’s stock valued at $72,441,000 after acquiring an additional 47,358 shares during the period. Sei Investments Co. lifted its position in shares of Alibaba Group by 63.5% during the 1st quarter. Sei Investments Co. now owns 573,409 shares of the specialty retailer’s stock valued at $71,940,000 after acquiring an additional 222,666 shares during the period. Candriam S.C.A. lifted its position in shares of Alibaba Group by 104.6% during the 1st quarter. Candriam S.C.A. now owns 564,818 shares of the specialty retailer’s stock valued at $70,862,000 after acquiring an additional 288,738 shares during the period. Finally, Sumitomo Mitsui Trust Group Inc. grew its holdings in shares of Alibaba Group by 19.3% during the 1st quarter. Sumitomo Mitsui Trust Group Inc. now owns 534,794 shares of the specialty retailer’s stock worth $67,095,000 after purchasing an additional 86,484 shares in the last quarter. 13.47% of the stock is currently owned by institutional investors.

Key Alibaba Group News

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

• Positive Sentiment: Apple is expected to begin testing Alibaba’s Qwen model on iPhones on November 4, ahead of a planned December rollout in China. Integration into Siri and other Apple Intelligence features could expose Qwen to a large user base and strengthen Alibaba’s AI reach. Alibaba Stocks Decline as Qwen’s iPhone Test Starts November 4
• Positive Sentiment: Alibaba’s cloud and AI technology will support the 2026 Dakar Youth Olympic Games in Dakar, showcasing its services in a prominent international event and potentially helping its cloud business build visibility. Alibaba (BABA) Will Power Dakar 2026 With Cloud And AI
• Neutral Sentiment: China’s fresh signals of support for its stock market helped lift Alibaba and other Chinese internet shares in the previous session. The policy backdrop is supportive, though the article does not establish a direct or lasting benefit to Alibaba’s fundamentals. PDD Holdings Rises, Alibaba Up as China Signals Fresh Stock Market Support
• Negative Sentiment: The Apple partnership’s financial terms have not been disclosed. While the distribution opportunity is notable, investors may wait for details on monetization and evidence that the Qwen integration can generate meaningful revenue; that uncertainty could temper enthusiasm after recent gains. Alibaba Stocks Decline as Qwen’s iPhone Test Starts November 4

Insider Buying and Selling at Alibaba Group

In other Alibaba Group news, CEO Yongming Wu acquired 350,000 shares of Alibaba Group stock in a transaction that occurred on Monday, August 24th. The shares were acquired at an average cost of $14.24 per share, with a total value of $4,984,000.00. Following the completion of the purchase, the chief executive officer directly owned 1,364,418 shares of the company’s stock, valued at $19,429,312.32. This represents a 34.50% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Hong Xu sold 103,046 shares of Alibaba Group stock in a transaction dated Friday, September 25th. The shares were sold at an average price of $13.68, for a total value of $1,409,669.28. Following the completion of the transaction, the chief financial officer owned 406,450 shares in the company, valued at approximately $5,560,236. This represents a 20.23% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 999,971 shares of company stock worth $13,563,304 over the last quarter. 12.50% of the stock is currently owned by company insiders.

Alibaba Group Stock Down 1.2%

Shares of BABA opened at $100.24 on Wednesday. Alibaba Group Holding Limited has a one year low of $91.99 and a one year high of $181.10. The company has a market cap of $249.38 billion, a P/E ratio of 24.27, a P/E/G ratio of 1.32 and a beta of 0.44. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.36 and a quick ratio of 1.36. The firm has a 50 day simple moving average of $108.93 and a two-hundred day simple moving average of $125.92.

Alibaba Group (NYSE:BABA) last issued its earnings results on Friday, August 14th. The specialty retailer reported $1.26 earnings per share for the quarter, missing analysts’ consensus estimates of $1.94 by ($0.68). Alibaba Group had a net margin of 7.00% and a return on equity of 4.79%. The business had revenue of $39.64 billion during the quarter, compared to analyst estimates of $39.52 billion. During the same period in the prior year, the business posted $14.75 EPS. The company’s revenue for the quarter was up 8.6% compared to the same quarter last year. Research analysts forecast that Alibaba Group Holding Limited will post 5.76 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of brokerages recently commented on BABA. Jefferies Financial Group restated a “buy” rating and issued a $192.00 price target on shares of Alibaba Group in a research report on Thursday, October 8th. Robert W. Baird dropped their price target on Alibaba Group from $164.00 to $160.00 and set an “outperform” rating for the company in a research note on Friday, August 21st. Susquehanna upped their price objective on shares of Alibaba Group from $185.00 to $190.00 and gave the stock a “positive” rating in a research report on Friday, August 28th. JPMorgan Chase & Co. reduced their price objective on shares of Alibaba Group from $210.00 to $200.00 and set an “overweight” rating on the stock in a research note on Monday, October 12th. Finally, Weiss Ratings raised shares of Alibaba Group from a “hold (c-)” rating to a “hold (c)” rating in a report on Friday, October 2nd. Two analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $182.89.

Alibaba Group Profile

Alibaba Group Holding Limited is a technology and commerce company founded in 1999 and headquartered in Hangzhou, China. It operates a broad digital ecosystem that connects consumers, merchants, brands and businesses through online marketplaces, technology platforms and related services.

The company’s China commerce businesses include Taobao, a consumer-focused marketplace, and Tmall, which enables brands and retailers to sell directly to consumers. Alibaba also operates 1688, a business-to-business wholesale marketplace.