Quilter Plc Has $4.09 Million Stock Holdings in Alibaba Group Holding Limited $BABA

Quilter Plc trimmed its holdings in Alibaba Group Holding Limited (NYSE:BABA) by 29.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 27,901 shares of the specialty retailer’s stock after selling 11,757 shares during the period. Quilter Plc’s holdings in Alibaba Group were worth $4,090,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Brighton Jones LLC lifted its holdings in shares of Alibaba Group by 40.4% in the fourth quarter. Brighton Jones LLC now owns 3,411 shares of the specialty retailer’s stock valued at $289,000 after purchasing an additional 981 shares in the last quarter. AQR Capital Management LLC purchased a new stake in Alibaba Group in the 1st quarter valued at $254,000. Quantbot Technologies LP purchased a new stake in Alibaba Group in the 2nd quarter valued at $914,000. CW Advisors LLC lifted its stake in Alibaba Group by 4.5% during the 2nd quarter. CW Advisors LLC now owns 8,906 shares of the specialty retailer’s stock valued at $1,010,000 after acquiring an additional 380 shares in the last quarter. Finally, EverSource Wealth Advisors LLC boosted its holdings in Alibaba Group by 8.9% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 2,785 shares of the specialty retailer’s stock worth $316,000 after acquiring an additional 227 shares during the last quarter. 13.47% of the stock is owned by institutional investors.

Alibaba Group Stock Performance

Shares of BABA stock opened at $122.07 on Monday. The company has a debt-to-equity ratio of 0.22, a quick ratio of 1.33 and a current ratio of 1.33. The firm has a market cap of $291.42 billion, a price-to-earnings ratio of 23.03, a P/E/G ratio of 2.12 and a beta of 0.50. Alibaba Group Holding Limited has a 52 week low of $95.73 and a 52 week high of $192.67. The firm’s 50-day simple moving average is $145.16 and its two-hundred day simple moving average is $156.85.

Alibaba Group (NYSE:BABA) last released its earnings results on Saturday, February 14th. The specialty retailer reported $0.13 earnings per share for the quarter. Alibaba Group had a net margin of 9.12% and a return on equity of 7.43%. The firm had revenue of $40.71 billion during the quarter. As a group, equities analysts forecast that Alibaba Group Holding Limited will post 7.86 earnings per share for the current year.

Alibaba Group News Summary

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

• Positive Sentiment: Alibaba rolled out its Qwen 3.6‑Plus AI model, positioned for developer and enterprise use with enhanced coding and agentic capabilities — a direct push to commercialize AI and expand cloud/AI revenue opportunities. Article Title
• Positive Sentiment: Reports say Chinese AI firm DeepSeek’s V4 model will run on Huawei chips and that Alibaba (along with other Chinese tech giants) placed large preorders for Huawei’s next‑gen AI processors — a sign Alibaba is securing hardware capacity to scale AI services without relying on U.S. GPU supply. Article Title
• Positive Sentiment: Alibaba led a RMB 500 million financing round in StairMed, showing continued strategic investment activity and partnership building in healthcare/technology areas that could support long‑term ecosystem growth. Article Title
• Neutral Sentiment: Coverage highlights Alibaba’s shift to make AI more “useful” (developer tools and agentic workflows) rather than just bigger models — strategically sensible but execution‑dependent for monetization. Article Title
• Neutral Sentiment: Analysts and reports note Alibaba’s Q3 results and AI chip pivot (including sourcing alternatives amid Nvidia restrictions) — important context for long‑term margins but not an immediate catalyst. Article Title
• Neutral Sentiment: Discussion that Alibaba’s newer models remain closed‑source — could speed commercialization but may limit some community adoption; mixed implications for developer ecosystem. Article Title
• Negative Sentiment: Market reports show the stock recently slid (~‑1.4% on April 2), reflecting investor caution after mixed headlines and profit‑taking following prior rallies. Article Title
• Negative Sentiment: Macro data (strong U.S. payrolls) pushed U.S. Treasury yields higher, denting risk appetite and reducing odds of near‑term rate cuts — a headwind for growth and tech names, including Alibaba. Article Title

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on the stock. DZ Bank lowered shares of Alibaba Group from a “buy” rating to a “hold” rating and set a $135.00 target price for the company. in a research note on Friday, March 20th. Erste Group Bank downgraded shares of Alibaba Group from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. Morgan Stanley decreased their price objective on shares of Alibaba Group from $200.00 to $180.00 and set an “overweight” rating for the company in a research note on Thursday, January 8th. Jefferies Financial Group dropped their target price on shares of Alibaba Group from $225.00 to $212.00 and set a “buy” rating on the stock in a research report on Thursday, March 19th. Finally, Arete Research upgraded Alibaba Group from a “neutral” rating to a “buy” rating and set a $190.00 target price on the stock in a research note on Wednesday, January 21st. Sixteen investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat, Alibaba Group presently has an average rating of “Moderate Buy” and an average target price of $187.89.

Alibaba Group 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.