AEGON ASSET MANAGEMENT UK Plc Sells 8,043 Shares of Alibaba Group Holding Limited $BABA

Key Points

• AEGON ASSET MANAGEMENT UK Plc cut its Alibaba stake by 34.5%, selling 8,043 shares in Q4 and retaining 15,251 shares worth $2.235 million per its latest 13F filing.
• Other large institutions moved materially in opposite directions — e.g., Capital World Investors added 5,524,354 shares to hold 6,038,318 shares, and funds like Fisher, American Century, Dimensional and Coatue also adjusted positions; institutional/hedge ownership is about 13.47%.
• Company catalysts include expanding commercialization of Qwen AI (airlines, automakers, on‑chain access), but analysts have trimmed targets and issued downgrades; consensus remains a “Moderate Buy” with a $187.68 target, and Alibaba disclosed new share issuance under equity incentive plans (potential dilution).

AEGON ASSET MANAGEMENT UK Plc cut its holdings in shares of Alibaba Group Holding Limited (NYSE:BABA - Free Report) by 34.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 15,251 shares of the specialty retailer's stock after selling 8,043 shares during the quarter. AEGON ASSET MANAGEMENT UK Plc's holdings in Alibaba Group were worth $2,235,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Capital World Investors grew its stake in shares of Alibaba Group by 1,074.9% in the third quarter. Capital World Investors now owns 6,038,318 shares of the specialty retailer's stock valued at $1,079,229,000 after acquiring an additional 5,524,354 shares in the last quarter. Fisher Asset Management LLC lifted its position in Alibaba Group by 0.5% during the third quarter. Fisher Asset Management LLC now owns 5,293,597 shares of the specialty retailer's stock worth $946,125,000 after purchasing an additional 26,156 shares during the period. American Century Companies Inc. lifted its position in Alibaba Group by 17.7% during the third quarter. American Century Companies Inc. now owns 2,987,539 shares of the specialty retailer's stock worth $533,964,000 after purchasing an additional 448,484 shares during the period. Dimensional Fund Advisors LP grew its stake in Alibaba Group by 8.9% during the third quarter. Dimensional Fund Advisors LP now owns 2,028,659 shares of the specialty retailer's stock worth $362,582,000 after buying an additional 166,134 shares in the last quarter. Finally, Coatue Management LLC grew its stake in Alibaba Group by 130.1% during the third quarter. Coatue Management LLC now owns 1,996,593 shares of the specialty retailer's stock worth $356,851,000 after buying an additional 1,128,826 shares in the last quarter. 13.47% of the stock is currently owned by institutional investors and hedge funds.

Alibaba Group News Roundup

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

• Positive Sentiment: Alibaba’s Qwen AI signed its first commercial tie-up with China Eastern Airlines, enabling natural‑language flight search, booking and trip management — a concrete consumer use case that can monetize Qwen and boost platform engagement. Alibaba’s Qwen AI Partnerships Highlight New Use Cases And Valuation Gap
• Positive Sentiment: Qwen was expanded into multiple Chinese automakers at the Beijing auto show, bringing voice bookings, payments and delivery services in‑car — a path to recurring revenue and deeper ecosystem adoption. Alibaba's Qwen AI is coming to cars, allowing drivers order food and book hotels by voice
• Positive Sentiment: Alibaba Cloud’s Qwen models are now accessible on‑chain to autonomous AI agents via a 0G Foundation integration — this positions Qwen as an infrastructure play for on‑chain AI use cases, potentially opening new enterprise and developer revenue streams. 0G to Make Alibaba's Qwen wModels Accessible to AI Agents via Blockchain Integration
• Positive Sentiment: Reports say Alibaba is in talks with Tencent to invest in AI startup DeepSeek — a strategic stake could accelerate Alibaba’s AI roadmap and consolidate talent/tech access in China. Alibaba Weighs DeepSeek AI Stake As Social Commerce Role Expands
• Neutral Sentiment: DeepSeek released a V4 preview and other Chinese players (e.g., Tencent) unveiled upgraded models — intensifying competition in China’s LLM market; this could both spur faster adoption and compress pricing/margins. China's DeepSeek releases preview of long-awaited V4 model as AI race intensifies
• Negative Sentiment: Zacks downgraded BABA from “hold” to “strong sell,” which can pressure sentiment and trigger short‑term selling by retail/quant traders tracking ratings. Zacks Research Downgrade
• Negative Sentiment: Alibaba disclosed issuance of new shares under equity incentive plans in April 2026 — potential dilution that investors will watch when assessing EPS and valuation. Alibaba Issues New Shares Under Equity Incentive Plans in April 2026

Analyst Ratings Changes

Several equities analysts have recently issued reports on the company. JPMorgan Chase & Co. decreased their price target on Alibaba Group from $215.00 to $205.00 and set an "overweight" rating on the stock in a research note on Friday, March 20th. Susquehanna lowered their target price on Alibaba Group from $190.00 to $170.00 and set a "positive" rating for the company in a research report on Thursday, March 26th. DZ Bank downgraded Alibaba Group from a "buy" rating to a "hold" rating and set a $135.00 price objective for the company. in a research report on Friday, March 20th. Weiss Ratings downgraded Alibaba Group from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Friday, February 27th. Finally, Erste Group Bank downgraded shares of Alibaba Group from a "buy" rating to a "hold" rating in a research note on Wednesday, February 18th. Sixteen equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $187.68.

Alibaba Group Price Performance

Alibaba Group stock opened at $135.69 on Monday. The company's 50 day moving average price is $134.96 and its two-hundred day moving average price is $152.12. The company has a quick ratio of 1.33, a current ratio of 1.33 and a debt-to-equity ratio of 0.22. The stock has a market cap of $324.53 billion, a P/E ratio of 25.60, a P/E/G ratio of 2.44 and a beta of 0.50. Alibaba Group Holding Limited has a 52 week low of $103.71 and a 52 week high of $192.67.

Alibaba Group (NYSE:BABA - Get Free Report) last posted its quarterly 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 company had revenue of $40.71 billion during the quarter. On average, equities analysts predict that Alibaba Group Holding Limited will post 4.39 earnings per share for the current year.

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.

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