Alibaba Group Holding Limited $BABA Shares Bought by Hudson Value Partners LLC

Hudson Value Partners LLC lifted its stake in shares of Alibaba Group Holding Limited (NYSE:BABA) by 24.3% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 29,344 shares of the specialty retailer’s stock after acquiring an additional 5,731 shares during the quarter. Hudson Value Partners LLC’s holdings in Alibaba Group were worth $2,816,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of the stock. Northwestern Mutual Wealth Management Co. lifted its holdings in shares of Alibaba Group by 7,680.3% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 6,014,147 shares of the specialty retailer’s stock valued at $881,554,000 after purchasing an additional 5,936,847 shares during the last quarter. Norges Bank purchased a new position in Alibaba Group in the 4th quarter worth about $594,477,000. Altshuler Shaham Ltd purchased a new position in Alibaba Group in the 4th quarter worth about $160,410,000. Third Point LLC acquired a new stake in Alibaba Group during the 4th quarter worth about $120,928,000. Finally, Bbfit Investments PTE Ltd. acquired a new stake in Alibaba Group during the 4th quarter worth about $106,828,000. 13.47% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Alibaba Group

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

• Positive Sentiment: AI monetization plans could support Alibaba’s growth outlook. Alibaba is testing a paid, US$30-per-year QwenWork subscription and plans to introduce a royalty model for businesses commercially deploying its open-weight Qwen3.8-Max model. These initiatives could help convert the company’s AI investments into recurring revenue. Alibaba tests paid AI appetite with QwenWork subscription Alibaba Qwen royalty model
• Positive Sentiment: Alibaba is highlighting lower-cost AI infrastructure. The company says its modular data-center design can be deployed in about 100 days and at roughly 10% lower cost, potentially improving the economics and speed of its cloud and AI expansion. Alibaba modular AI data centers
• Positive Sentiment: GF Securities reiterated a Buy rating on Alibaba, while a separate brokerage survey characterized the consensus view as “Moderate Buy.” GF Securities Buy rating
• Neutral Sentiment: Alo Yoga opened a flagship store on Alibaba’s Tmall platform as part of its expansion into China, adding a notable international brand to Alibaba’s retail ecosystem but offering limited near-term financial impact. Alo Yoga opens Tmall flagship
• Negative Sentiment: Multiple law firms are promoting a securities class action against Alibaba. The complaints cover investors who purchased securities from June 26, 2025, through June 24, 2026, and reportedly allege undisclosed Chinese military ties and fraudulent AI-distillation attacks. Investors seeking lead-plaintiff status face an October 5, 2026 deadline. The allegations have not been proven, but the litigation could increase costs, uncertainty and investor risk. Alibaba securities lawsuit alert Alibaba class action deadline
• Negative Sentiment: Broader pressure on Chinese stocks may also be weighing on BABA, reinforcing the stock-specific legal concerns. Chinese stocks market pressure

Insider Activity at Alibaba Group

In other news, CFO Hong Xu sold 175,054 shares of Alibaba Group stock in a transaction dated Thursday, June 25th. The stock was sold at an average price of $12.15, for a total transaction of $2,126,906.10. Following the completion of the sale, the chief financial officer directly owned 280,496 shares in the company, valued at $3,408,026.40. The trade was a 38.43% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Fan (Fj) Jiang sold 13,579 shares of the business’s stock in a transaction that occurred on Thursday, June 25th. The shares were sold at an average price of $12.10, for a total value of $164,305.90. Following the completion of the sale, the chief executive officer directly owned 556,617 shares of the company’s stock, valued at approximately $6,735,065.70. The trade was a 2.38% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders sold 920,303 shares of company stock worth $70,796,370. 12.50% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several research analysts have commented on BABA shares. Weiss Ratings reiterated a “hold (c+)” rating on shares of Alibaba Group in a report on Wednesday, May 27th. Barclays boosted their price target on shares of Alibaba Group from $186.00 to $195.00 and gave the company an “overweight” rating in a report on Thursday, May 14th. BNP Paribas Exane initiated coverage on shares of Alibaba Group in a research report on Wednesday, April 29th. They issued an “outperform” rating and a $209.00 price target for the company. JPMorgan Chase & Co. raised their price objective on shares of Alibaba Group from $200.00 to $205.00 and gave the stock an “overweight” rating in a research note on Thursday, May 14th. Finally, Zacks Research raised shares of Alibaba Group from a “strong sell” rating to a “hold” rating in a research note on Tuesday, June 2nd. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, Alibaba Group currently has a consensus rating of “Moderate Buy” and a consensus price target of $186.90.

Alibaba Group Trading Down 3.3%

NYSE BABA opened at $127.94 on Wednesday. The company has a current ratio of 1.28, a quick ratio of 1.28 and a debt-to-equity ratio of 0.21. Alibaba Group Holding Limited has a 1-year low of $91.99 and a 1-year high of $192.67. The firm’s fifty day simple moving average is $112.97 and its 200-day simple moving average is $130.71. The company has a market capitalization of $306.69 billion, a PE ratio of 21.01, a price-to-earnings-growth ratio of 2.43 and a beta of 0.49.

Alibaba Group (NYSE:BABA) last issued its earnings results on Tuesday, March 31st. The specialty retailer reported $0.01 EPS for the quarter. Alibaba Group had a return on equity of 4.76% and a net margin of 10.31%.The firm had revenue of $35.30 billion for the quarter. As a group, sell-side analysts anticipate that Alibaba Group Holding Limited will post 6.31 earnings per share for the current fiscal year.

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.