Alibaba Group Holding Limited $BABA Stock Holdings Lifted by M&T Bank Corp

Key Points

• M&T Bank Corp boosted its Alibaba stake by 356% in Q4, adding 17,303 shares to hold 22,164 shares valued at about $3.25 million.
• Alibaba trades near $141 with a $338.3B market cap; analysts have a consensus rating of Moderate Buy and an average price target of $188.75, supported by cloud expansion and upbeat notes like BNP Paribas' $209 target and Nomura's $237 target.

M&T Bank Corp increased its position in Alibaba Group Holding Limited (NYSE:BABA - Free Report) by 356.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 22,164 shares of the specialty retailer's stock after acquiring an additional 17,303 shares during the period. M&T Bank Corp's holdings in Alibaba Group were worth $3,249,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of the company. Anchyra Partners LLC bought a new stake in Alibaba Group during the fourth quarter worth approximately $317,000. Deltec Asset Management LLC boosted its holdings in shares of Alibaba Group by 9.4% during the fourth quarter. Deltec Asset Management LLC now owns 5,825 shares of the specialty retailer's stock worth $854,000 after purchasing an additional 500 shares during the period. Simon Quick Advisors LLC boosted its holdings in shares of Alibaba Group by 14.5% during the fourth quarter. Simon Quick Advisors LLC now owns 4,004 shares of the specialty retailer's stock worth $587,000 after purchasing an additional 508 shares during the period. Sanctuary Advisors LLC lifted its stake in Alibaba Group by 69.2% in the fourth quarter. Sanctuary Advisors LLC now owns 75,603 shares of the specialty retailer's stock valued at $11,082,000 after acquiring an additional 30,923 shares during the last quarter. Finally, Golden State Equity Partners acquired a new stake in Alibaba Group in the fourth quarter valued at approximately $244,000. Institutional investors and hedge funds own 13.47% of the company's stock.

Alibaba Group Trading Down 0.3%

Shares of BABA stock opened at $141.02 on Friday. Alibaba Group Holding Limited has a 12-month low of $103.71 and a 12-month high of $192.67. The company has a market capitalization of $338.30 billion, a P/E ratio of 26.61, a P/E/G ratio of 2.57 and a beta of 0.50. The firm has a 50-day moving average price of $132.13 and a 200 day moving average price of $150.58. The company has a quick ratio of 1.33, a current ratio of 1.33 and a debt-to-equity ratio of 0.22.

Alibaba Group (NYSE:BABA - Get Free Report) last announced its quarterly earnings results on Saturday, February 14th. The specialty retailer reported $0.13 earnings per share (EPS) 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. Research analysts forecast that Alibaba Group Holding Limited will post 4.33 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on the stock. Mizuho lowered their target price on shares of Alibaba Group from $195.00 to $190.00 and set an "outperform" rating on the stock in a research note on Friday, March 20th. Weiss Ratings lowered shares of Alibaba Group from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Friday, February 27th. Susquehanna dropped their target price on shares of Alibaba Group from $190.00 to $170.00 and set a "positive" rating on the stock in a research report on Thursday, March 26th. Nomura boosted their target price on shares of Alibaba Group from $193.00 to $237.00 and gave the stock a "buy" rating in a research report on Monday, January 26th. Finally, Erste Group Bank lowered shares of Alibaba Group from a "buy" rating to a "hold" rating in a research report on Wednesday, February 18th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $188.75.

Alibaba Group News Summary

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

• Positive Sentiment: BNP Paribas initiated coverage with an Outperform rating and a $209 price target (roughly 58% upside), highlighting potential acceleration in Alibaba Cloud revenue — a clear positive catalyst for investor sentiment. BNP Paribas Initiates Coverage of Alibaba Group Holding (BABA), Cites Potential Cloud Revenue Growth Acceleration
• Positive Sentiment: Alibaba Cloud is expanding internationally (new data center regions in Brazil, France and the Netherlands) and increasing CapEx to support AI infrastructure — a long-term revenue growth play, though it implies higher near-term spending. Alibaba Cloud And AI Expansion Reshapes Long Term Investor Trade Offs
• Positive Sentiment: Alibaba.com launched a $1M+ AI-powered pitch competition to reimagine global trade (B2B to A2A), which supports merchant engagement, product leadership and platform stickiness internationally. From B2B to A2A: Alibaba.com Reimagines Global Trade with $1M+ AI-Powered Pitch Competition
• Neutral Sentiment: Industry research (TrendForce) shows large CSPs, including Alibaba, raising 2026 AI/data center CapEx — supports demand for cloud services but signals heavy sector-wide spending that could pressure margins. North American AI Data Center Expansion Drives 2026 CapEx of Top Nine CSPs to US$830 Billion, Says TrendForce
• Neutral Sentiment: MarketWatch noted Alibaba ADRs outperformed on a strong trading day recently — short-term volume and momentum signs but not a fundamental change. Alibaba Group Holding Ltd. ADR outperforms market on strong trading day
• Negative Sentiment: Increased AI competition from lower-cost model providers (e.g., SenseTime) may pressure pricing and margins in certain segments of the Chinese AI/cloud market. In the global AI race, a sanctioned Chinese firm says cheaper models can still win

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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