TD Waterhouse Canada Inc. Decreases Stake in Alibaba Group Holding Limited $BABA

TD Waterhouse Canada Inc. lessened its holdings in shares of Alibaba Group Holding Limited (NYSE:BABA) by 42.3% in the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 16,988 shares of the specialty retailer’s stock after selling 12,438 shares during the quarter. TD Waterhouse Canada Inc.’s holdings in Alibaba Group were worth $1,665,000 as of its most recent filing with the SEC.

Other hedge funds have also recently bought and sold shares of the company. Capital World Investors increased its position in shares of Alibaba Group by 7.7% in the fourth quarter. Capital World Investors now owns 6,505,165 shares of the specialty retailer’s stock worth $953,527,000 after acquiring an additional 466,847 shares in the last quarter. Northwestern Mutual Wealth Management Co. lifted its holdings in shares of Alibaba Group by 7,680.3% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 6,014,147 shares of the specialty retailer’s stock valued at $881,554,000 after acquiring an additional 5,936,847 shares in the last quarter. Fisher Asset Management LLC boosted its position in Alibaba Group by 0.8% during the 4th quarter. Fisher Asset Management LLC now owns 5,335,894 shares of the specialty retailer’s stock worth $782,135,000 after purchasing an additional 42,297 shares during the period. Norges Bank acquired a new stake in Alibaba Group in the 4th quarter valued at $594,477,000. Finally, AMF Tjanstepension AB increased its holdings in Alibaba Group by 4.1% in the 1st quarter. AMF Tjanstepension AB now owns 2,206,634 shares of the specialty retailer’s stock valued at $276,844,000 after purchasing an additional 86,613 shares in the last quarter. Hedge funds and other institutional investors own 13.47% of the company’s stock.

Key Stories Impacting Alibaba Group

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

• Positive Sentiment: Cloud expansion supports long-term growth. Alibaba Cloud opened its first South American region with two data centers in Brazil, aiming to expand local cloud capacity and AI infrastructure across Latin America. Alibaba Cloud Expands Into Brazil With New Data Centers To Drive Latin America AI Growth
• Positive Sentiment: Analyst views remain divided. Bank of America reportedly raised its outlook on Alibaba’s cloud growth, suggesting that AI-related investment could strengthen the company’s higher-margin cloud business over time. BABA Stock Slips Overnight: Alibaba’s AI Spending Draws Investor Scrutiny, Analysts Split
• Neutral Sentiment: $10.2 billion capital raise is funding AI and growth initiatives. However, investors are assessing whether the spending will generate sufficient returns and whether the issuance will dilute existing shareholders. Bernstein cut its price target, while other analysts remain more constructive. Bernstein Revamps Alibaba Stock Target After $10.2 Billion Raise
• Negative Sentiment: AI costs and dilution are weighing on sentiment. Alibaba’s shares fell below the HK$112.70 placement price as investors questioned the near-term burden of AI investment and the impact of newly issued shares. Alibaba Falls Below Its HK$112.70 Placement Price as AI Costs Bite
• Negative Sentiment: Multiple law firms publicized a securities-fraud class action. The complaints reportedly focus on alleged misrepresentations involving Alibaba’s AI operations, regulatory classification compliance and other disclosures. The October 5, 2026 lead-plaintiff deadline is increasing headline and litigation risk, although the allegations have not been proven. BABA Deadline Alert: SueWallSt Reminds Investors of Securities Class Action Deadline
• Negative Sentiment: Recent earnings added pressure. Alibaba’s latest reported EPS missed consensus expectations substantially, while revenue rose 8.6% year over year, highlighting continued growth but weaker profitability.

Insider Activity at Alibaba Group

In other news, President J. Evans sold 720,000 shares of the business’s stock in a transaction dated Monday, June 29th. The shares were sold at an average price of $94.95, for a total value of $68,364,000.00. Following the completion of the sale, the president owned 28,000 shares of the company’s stock, valued at approximately $2,658,600. The trade was a 96.26% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Joseph Tsai bought 720,000 shares of the business’s stock in a transaction dated Monday, August 24th. The stock was bought at an average price of $14.29 per share, for a total transaction of $10,288,800.00. Following the purchase, the director owned 114,979,168 shares in the company, valued at approximately $1,643,052,310.72. This represents a 0.63% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders sold 920,303 shares of company stock worth $70,796,370 over the last 90 days. Company insiders own 12.50% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have commented on BABA. Weiss Ratings restated a “hold (c+)” rating on shares of Alibaba Group in a research note on Monday, August 24th. Mizuho increased their target price on Alibaba Group from $190.00 to $195.00 and gave the company an “outperform” rating in a research note on Thursday, May 14th. Robert W. Baird dropped their target price on Alibaba Group from $164.00 to $160.00 and set an “outperform” rating on the stock in a report on Friday, August 21st. Morgan Stanley boosted their price target on Alibaba Group from $180.00 to $190.00 and gave the stock an “overweight” rating in a research report on Thursday, May 14th. Finally, Benchmark restated a “buy” rating on shares of Alibaba Group in a report on Thursday, August 20th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $187.45.

Alibaba Group Trading Down 0.5%

NYSE:BABA opened at $112.63 on Wednesday. The stock has a market cap of $279.95 billion, a price-to-earnings ratio of 27.27, a price-to-earnings-growth ratio of 2.07 and a beta of 0.51. Alibaba Group Holding Limited has a one year low of $91.99 and a one year high of $192.67. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.36 and a current ratio of 1.36. The business’s 50-day simple moving average is $116.87 and its 200 day simple moving average is $124.25.

Alibaba Group (NYSE:BABA) last posted its quarterly earnings data on Friday, August 14th. The specialty retailer reported $1.26 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.94 by ($0.68). The business had revenue of $39.64 billion for the quarter, compared to analysts’ expectations of $39.52 billion. Alibaba Group had a return on equity of 4.79% and a net margin of 7.00%.Alibaba Group’s revenue for the quarter was up 8.6% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $14.75 earnings per share. As a group, sell-side analysts predict that Alibaba Group Holding Limited will post 5.88 earnings per share for the current fiscal year.

Alibaba Group Profile

Alibaba Group Holding Limited is a global technology and commerce company founded in 1999 by Jack Ma and a group of co-founders. Headquartered in Hangzhou, China, the company operates a broad ecosystem of businesses serving consumers, merchants, brands and enterprises.

Its core businesses include online and mobile commerce platforms such as Taobao and Tmall in China, as well as international marketplaces including AliExpress and Lazada. Alibaba also provides wholesale commerce, cross-border retail, logistics through Cainiao, local consumer services, digital media and entertainment, and other consumer-focused technology services.

Alibaba Cloud provides cloud computing, data storage, artificial intelligence and related technology solutions to businesses and organizations.