Alibaba Group Holding Limited $BABA Stock Sold by Retirement Planning Co of New England Inc.

Key Points

• Retirement Planning Co. of New England cut its Alibaba stake by 29.3% in the third quarter, selling 5,232 shares and retaining 12,629 shares valued at approximately $1.36 million.
• Institutional ownership stands at 13.47%, while insider activity was mixed: Director Joseph Tsai bought 720,000 shares, but insiders collectively sold nearly 1 million shares worth $13.6 million during the quarter.
• Alibaba shares traded at $110.25 after a recent earnings miss, though analysts remain broadly positive with a “Moderate Buy” consensus and an average price target of $182.89.

Retirement Planning Co of New England Inc. lowered its stake in shares of Alibaba Group Holding Limited (NYSE:BABA - Free Report) by 29.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 12,629 shares of the specialty retailer's stock after selling 5,232 shares during the quarter. Retirement Planning Co of New England Inc.'s holdings in Alibaba Group were worth $1,358,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently bought and sold shares of the stock. Altshuler Shaham Ltd purchased a new stake in shares of Alibaba Group during the 4th quarter worth approximately $160,410,000. Bbfit Investments PTE Ltd. purchased a new position in Alibaba Group in the 4th quarter valued at approximately $106,828,000. Nykredit A S purchased a new position in Alibaba Group in the 2nd quarter valued at approximately $50,417,000. Pale Fire Capital SE purchased a new position in Alibaba Group in the 2nd quarter valued at approximately $49,810,000. Finally, Candriam S.C.A. raised its holdings in Alibaba Group by 104.6% during the first quarter. Candriam S.C.A. now owns 564,818 shares of the specialty retailer's stock worth $70,862,000 after purchasing an additional 288,738 shares during the last quarter. Institutional investors and hedge funds own 13.47% of the company's stock.

Insider Activity

In other Alibaba Group news, General Counsel Siying Yu sold 6,764 shares of the company's stock in a transaction dated Friday, September 25th. The shares were sold at an average price of $13.58, for a total value of $91,855.12. Following the transaction, the general counsel directly owned 613,965 shares in the company, valued at approximately $8,337,644.70. This represents a 1.09% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Joseph C. Tsai purchased 720,000 shares of the firm's stock in a transaction on Monday, August 24th. The shares were purchased at an average cost 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 SEC filing for this purchase provides additional information. Insiders have sold a total of 999,971 shares of company stock worth $13,563,304 in the last quarter. Corporate insiders own 12.50% of the company's stock.

Trending Headlines about Alibaba Group

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

• Positive Sentiment: Cloud growth and AI expansion support the long-term thesis. Alibaba’s latest quarter reportedly showed approximately 45% year-over-year growth in both cloud and China quick-commerce revenue. Management is targeting a major expansion of data-center capacity and aspires to build a cloud business generating 1 trillion RMB in revenue by 2032. Alibaba: Enough Fuel To Power The Trillion-RMB Cloud Machine
• Positive Sentiment: Apple-related AI distribution could increase Alibaba’s strategic importance in China. Chinese regulators have cleared Alibaba’s AI models for use with Apple Intelligence on upcoming iPhone devices, potentially expanding Qwen’s user base and creating a high-profile commercial relationship. Alibaba AI models cleared for use in Apple Intelligence in China
• Positive Sentiment: Analyst expectations remain favorable. JPMorgan maintained an Overweight rating and set a $200 price target, while Erste Group reportedly raised its Alibaba earnings estimates. These calls suggest analysts expect improving profitability and substantial upside if AI and cloud investments produce returns. JPMorgan sees upside in Alibaba
• Positive Sentiment: New AI hardware broadens Alibaba’s growth options. The company unveiled roughly $450 Qwen AI smart glasses, signaling ambitions beyond e-commerce and cloud computing. Commercial traction remains unproven, but the launch could strengthen Alibaba’s consumer-AI ecosystem. Alibaba unveils $450 AI glasses
• Neutral Sentiment: Analyst bullishness is a potential support but is not a direct catalyst. Articles highlighting favorable brokerage ratings note that consensus recommendations can be overly optimistic and should be weighed against operating results and valuation. Wall Street Bulls Look Optimistic About Alibaba
• Negative Sentiment: Higher investment spending is weighing on near-term profitability. Alibaba’s recovery has lagged expectations, traditional e-commerce has weakened, and AI and cloud investment is increasing capital requirements and cash burn. Investors may be concerned that the payoff from the cloud strategy will take years. Alibaba cloud investment analysis
• Negative Sentiment: Recent performance and dilution concerns remain overhangs. Alibaba has fallen roughly 38% to 41% from its 2025 high, following concerns about earnings, profitability and regulatory risk. Registration of 100 million shares for an equity incentive plan could also create potential dilution. Alibaba registers shares for equity incentive plan

Wall Street Analysts Forecast Growth

BABA has been the topic of a number of research analyst reports. Susquehanna boosted their target price on Alibaba Group from $185.00 to $190.00 and gave the stock a "positive" rating in a research report on Friday, August 28th. Weiss Ratings upgraded Alibaba Group from a "hold (c-)" rating to a "hold (c)" rating in a research report on Friday, October 2nd. Sanford C. Bernstein reaffirmed an "outperform" rating and set a $165.00 price target on shares of Alibaba Group in a research note on Monday, September 7th. Robert W. Baird decreased their price objective on shares of Alibaba Group from $164.00 to $160.00 and set an "outperform" rating on the stock in a research report on Friday, August 21st. Finally, Barclays increased their price objective on shares of Alibaba Group from $195.00 to $200.00 and gave the company an "overweight" rating in a research note on Friday, August 21st. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and six have issued a Hold rating to the company's stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $182.89.

Alibaba Group Price Performance

BABA stock traded down $0.92 on Thursday, reaching $110.25. The company had a trading volume of 5,370,672 shares, compared to its average volume of 11,553,373. The company's fifty day moving average is $115.06 and its 200 day moving average is $119.21. The company has a market cap of $274.28 billion, a P/E ratio of 26.71, a PEG ratio of 1.41 and a beta of 0.47. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.36 and a current ratio of 1.36. Alibaba Group Holding Limited has a 1 year low of $91.99 and a 1 year high of $182.50.

Alibaba Group (NYSE:BABA - Get Free Report) last released its quarterly earnings results on Friday, August 14th. The specialty retailer reported $1.26 earnings per share 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 company had revenue of $39.64 billion during the quarter, compared to analyst estimates of $39.52 billion. During the same period last year, the firm earned $14.75 earnings per share. The business's revenue was up 8.6% compared to the same quarter last year. On average, research analysts forecast that Alibaba Group Holding Limited will post 5.89 earnings per share 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 connecting consumers, merchants, brands and businesses through online marketplaces and related services.

The company's China commerce businesses include Taobao and Tmall, while its international commerce operations include Alibaba.com, AliExpress, Lazada and Trendyol. Alibaba also provides logistics services through Cainiao, consumer services through platforms such as Ele.me and Freshippo, and digital media and entertainment offerings.

Alibaba Cloud provides cloud computing, data management, artificial intelligence and other technology services to businesses and organizations.

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