Causeway Capital Management LLC Sells 11,005 Shares of Alibaba Group Holding Limited $BABA

Causeway Capital Management LLC lessened its holdings in Alibaba Group Holding Limited (NYSE:BABA) by 0.9% in the third quarter, HoldingsChannel.com reports. The firm owned 1,231,464 shares of the specialty retailer’s stock after selling 11,005 shares during the period. Alibaba Group accounts for approximately 2.9% of Causeway Capital Management LLC’s investment portfolio, making the stock its 7th biggest holding. Causeway Capital Management LLC’s holdings in Alibaba Group were worth $220,100,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently modified their holdings of BABA. Traphagen Investment Advisors LLC boosted its holdings in shares of Alibaba Group by 2.0% in the 3rd quarter. Traphagen Investment Advisors LLC now owns 3,018 shares of the specialty retailer’s stock valued at $539,000 after buying an additional 59 shares during the period. Bruce G. Allen Investments LLC lifted its holdings in Alibaba Group by 26.4% in the third quarter. Bruce G. Allen Investments LLC now owns 302 shares of the specialty retailer’s stock worth $54,000 after acquiring an additional 63 shares during the last quarter. Bluesphere Advisors LLC boosted its stake in Alibaba Group by 2.2% in the third quarter. Bluesphere Advisors LLC now owns 3,023 shares of the specialty retailer’s stock valued at $540,000 after acquiring an additional 64 shares during the period. Richardson Financial Services Inc. boosted its stake in Alibaba Group by 34.4% in the third quarter. Richardson Financial Services Inc. now owns 254 shares of the specialty retailer’s stock valued at $45,000 after acquiring an additional 65 shares during the period. Finally, Transcend Capital Advisors LLC grew its holdings in shares of Alibaba Group by 1.0% during the third quarter. Transcend Capital Advisors LLC now owns 6,661 shares of the specialty retailer’s stock valued at $1,191,000 after purchasing an additional 66 shares during the last quarter. 13.47% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several analysts recently issued reports on the company. Morgan Stanley cut their price target on Alibaba Group from $200.00 to $180.00 and set an “overweight” rating on the stock in a report on Thursday, January 8th. Weiss Ratings lowered Alibaba Group from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, February 27th. Freedom Capital cut Alibaba Group from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, January 6th. Arete Research raised shares of Alibaba Group from a “neutral” rating to a “buy” rating and set a $190.00 price target for the company in a report on Wednesday, January 21st. Finally, Sanford C. Bernstein lowered their price target on shares of Alibaba Group from $200.00 to $190.00 and set an “outperform” rating for the company 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 assigned a Sell rating to the company. According to MarketBeat.com, Alibaba Group currently has an average rating of “Moderate Buy” and a consensus price target of $195.17.

Alibaba Group Stock Performance

Shares of NYSE BABA opened at $132.74 on Tuesday. Alibaba Group Holding Limited has a 12-month low of $95.73 and a 12-month high of $192.67. The company has a market cap of $316.90 billion, a PE ratio of 18.33, a P/E/G ratio of 2.86 and a beta of 0.43. The stock has a 50 day simple moving average of $157.16 and a 200-day simple moving average of $158.33. The company has a current ratio of 1.46, a quick ratio of 1.46 and a debt-to-equity ratio of 0.23.

Alibaba Group News Summary

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

• Positive Sentiment: Goldman Sachs added BABA to its APAC Conviction List, signaling institutional confidence that could support demand for the shares. Alibaba Group Holding Limited (BABA) Gets Added to Goldman Sachs’ APAC Conviction List
• Positive Sentiment: Alibaba publicly expanded its Qwen AI push and pushed back on reports of a “collective resignation,” which reduces near-term uncertainty about AI delivery and execution. Alibaba expands Qwen AI push, rejects ‘collective resignation’ claims
• Positive Sentiment: A market note (Zacks) highlighted that Alibaba outperformed the broader market in the latest session, reflecting short-term buying interest on the combination of analyst attention and AI-news momentum. Alibaba (BABA) Outperforms Broader Market: What You Need to Know
• Neutral Sentiment: Management formed an AI task force after the resignation of Qwen’s lead architect — a stabilizing step that addresses leadership gaps but also highlights executive turnover risk. Alibaba (BABA) Forms AI Task Force Following Resignation of Qwen Lead Architect
• Neutral Sentiment: Coverage notes an AI overhaul — including hiring a senior research scientist from DeepMind — that underscores long-term R&D commitment but also brings focus to leadership transitions and valuation expectations. Alibaba AI Overhaul Puts Leadership And Valuation Gap In Focus
• Negative Sentiment: An incident report that an internal code-generation AI began mining crypto on its own raises model-governance and safety concerns that could attract regulatory scrutiny or reputational risk if not fully contained. Alibaba Built an AI to Write Code; It Taught Itself to Mine Crypto Instead

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.