Quadrant Capital Group LLC Sells 8,591 Shares of Alibaba Group Holding Limited $BABA

Quadrant Capital Group LLC cut its stake in Alibaba Group Holding Limited (NYSE:BABA) by 29.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,377 shares of the specialty retailer’s stock after selling 8,591 shares during the period. Quadrant Capital Group LLC’s holdings in Alibaba Group were worth $2,259,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Lakeshore Capital Group Inc. raised its stake in shares of Alibaba Group by 11.5% in the 3rd quarter. Lakeshore Capital Group Inc. now owns 16,959 shares of the specialty retailer’s stock valued at $1,824,000 after purchasing an additional 1,751 shares in the last quarter. Kapitalo Investimentos Ltda bought a new position in shares of Alibaba Group during the third quarter worth about $312,000. QV Investors Inc. lifted its position in shares of Alibaba Group by 66.3% during the third quarter. QV Investors Inc. now owns 123,617 shares of the specialty retailer’s stock worth $13,294,000 after purchasing an additional 49,270 shares during the last quarter. Prime Capital Investment Advisors LLC lifted its position in shares of Alibaba Group by 83.7% during the third quarter. Prime Capital Investment Advisors LLC now owns 24,296 shares of the specialty retailer’s stock worth $2,613,000 after purchasing an additional 11,071 shares during the last quarter. Finally, OceanIQ Capital LLC grew its stake in Alibaba Group by 2.3% in the third quarter. OceanIQ Capital LLC now owns 53,656 shares of the specialty retailer’s stock worth $5,948,000 after purchasing an additional 1,200 shares in the last quarter. 13.47% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

BABA has been the subject of several research analyst reports. HSBC set a $170.00 price objective on Alibaba Group in a report on Thursday, July 9th. Susquehanna increased their target price on Alibaba Group from $185.00 to $190.00 and gave the stock a “positive” rating in a report on Friday, August 28th. Robert W. Baird reduced 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. Jefferies Financial Group reiterated a “buy” rating and issued a $192.00 target price on shares of Alibaba Group in a research report on Thursday, October 8th. Finally, Nomura decreased their target price on Alibaba Group from $207.00 to $178.00 and set a “buy” rating for the company in a research report on Thursday, June 25th. Two analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Alibaba Group has a consensus rating of “Moderate Buy” and an average price target of $182.89.

Key Stories Impacting Alibaba Group

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

• Positive Sentiment: Alibaba reportedly backed a $400 million fundraising round for autonomous-delivery company Neolix. The investment could strengthen Alibaba’s logistics and last-mile delivery capabilities while expanding its exposure to driverless-vehicle technology. Alibaba Reportedly Backs Neolix Raise $400 Million for Driverless Delivery Expansion
• Positive Sentiment: Alibaba, ByteDance and Tencent reportedly placed more than $35 billion of orders for Nvidia chips. The demand highlights Alibaba’s substantial AI ambitions and could support future cloud-computing and AI-service growth, although Nvidia may be able to fulfill only a portion of the orders because of supply constraints and export restrictions. ByteDance, Alibaba, Tencent place over US$35 bn worth of Nvidia chip orders
• Positive Sentiment: Alibaba’s RISC-V intellectual property reportedly powers more than 6 billion shipped chips, offering a potential long-term opportunity in AI, automotive and embedded-computing markets. Alibaba’s RISC-V IP powers over 6 billion shipped chips as tech giant targets AI, autos
• Neutral Sentiment: Recent investment commentary presents Alibaba as a potential 2026 retail investment because of its leading Chinese e-commerce position, conservative balance sheet and AI/cloud expansion. However, comparisons with Walmart and Home Depot emphasize that Alibaba remains a higher-growth, higher-risk alternative rather than a direct defensive substitute. Better Retail Stock for 2026: Alibaba vs. Walmart
• Negative Sentiment: The immediate pressure came from a broad retreat in Chinese technology stocks. Alibaba was among the hardest-hit names as investors questioned whether heavy AI and cloud spending will generate sufficient returns, raising concerns about margins, cash flow and near-term earnings. China Tech Stocks Slide While Broader Market Edges Higher

Insider Buying and Selling at Alibaba Group

In other Alibaba Group news, Director Joseph C. Tsai acquired 720,000 shares of the company’s stock in a transaction that occurred on Monday, August 24th. The shares were purchased at an average price of $14.29 per share, for a total transaction of $10,288,800.00. Following the completion of the purchase, the director directly owned 114,979,168 shares in the company, valued at $1,643,052,310.72. The trade was a 0.63% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through this link. Also, CFO Hong Xu sold 103,046 shares of the firm’s stock in a transaction dated Friday, September 25th. The stock was sold at an average price of $13.68, for a total transaction of $1,409,669.28. Following the completion of the transaction, the chief financial officer directly owned 406,450 shares in the company, valued at $5,560,236. This represents a 20.23% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last quarter, insiders have sold 999,971 shares of company stock worth $13,563,304. 12.50% of the stock is owned by company insiders.

Alibaba Group Stock Down 3.9%

BABA stock opened at $104.35 on Thursday. The firm has a market cap of $259.60 billion, a price-to-earnings ratio of 25.27, a PEG ratio of 1.42 and a beta of 0.47. Alibaba Group Holding Limited has a 1-year low of $91.99 and a 1-year high of $182.50. The firm has a fifty day moving average price of $113.08 and a two-hundred day moving average price of $118.69. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.36 and a quick ratio of 1.36.

Alibaba Group (NYSE:BABA) last posted its quarterly earnings results on Friday, August 14th. The specialty retailer reported $1.26 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.94 by ($0.68). Alibaba Group had a return on equity of 4.79% and a net margin of 7.00%. The business had revenue of $39.64 billion during the quarter, compared to the consensus estimate of $39.52 billion. During the same quarter in the previous year, the business posted $14.75 earnings per share. The company’s quarterly revenue was up 8.6% compared to the same quarter last year. Research analysts predict that Alibaba Group Holding Limited will post 5.74 EPS for the current year.

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.