Full Truck Alliance Co. Ltd. Sponsored ADR $YMM Stock Holdings Boosted by Mitsubishi UFJ Trust & Banking Corp

Key Points

• Mitsubishi UFJ Trust & Banking raised its stake in Full Truck Alliance by 65.5% in Q4 to 17,625,617 shares (about 1.69% of the company, worth $189.1M), while other institutions like Schroder, First Beijing and Invesco also substantially increased holdings, leaving institutional ownership at 39.02%.
• The analyst consensus is a Hold with a $11.43 price target, reflecting mixed broker views—JPMorgan upgraded to neutral with an $8 target while Citi and Morgan Stanley maintained positive stances.
• YMM opened at $8.64 (market cap ~$9.0B, P/E 14.39, 52-week range $8.04–$14.07); the company reported quarterly EPS of $0.01 on $456.3M revenue and paid a $0.084 dividend on April 22 (payout ratio 23.33%).

Mitsubishi UFJ Trust & Banking Corp raised its position in shares of Full Truck Alliance Co. Ltd. Sponsored ADR (NYSE:YMM - Free Report) by 65.5% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 17,625,617 shares of the company's stock after purchasing an additional 6,977,787 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp owned about 1.69% of Full Truck Alliance worth $189,123,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently modified their holdings of YMM. Schroder Investment Management Group lifted its position in shares of Full Truck Alliance by 2,789.6% during the 3rd quarter. Schroder Investment Management Group now owns 33,333,051 shares of the company's stock valued at $432,330,000 after acquiring an additional 32,179,501 shares during the last quarter. First Beijing Investment Ltd lifted its position in shares of Full Truck Alliance by 73.8% during the 3rd quarter. First Beijing Investment Ltd now owns 68,645,580 shares of the company's stock valued at $890,333,000 after acquiring an additional 29,150,926 shares during the last quarter. Invesco Ltd. lifted its position in shares of Full Truck Alliance by 66.4% during the 3rd quarter. Invesco Ltd. now owns 54,223,349 shares of the company's stock valued at $703,277,000 after acquiring an additional 21,628,993 shares during the last quarter. Capital International Investors acquired a new stake in shares of Full Truck Alliance during the 3rd quarter valued at $188,227,000. Finally, SB Investment Advisers UK Ltd. lifted its position in shares of Full Truck Alliance by 216.7% during the 3rd quarter. SB Investment Advisers UK Ltd. now owns 10,125,112 shares of the company's stock valued at $131,323,000 after acquiring an additional 6,928,161 shares during the last quarter. Institutional investors and hedge funds own 39.02% of the company's stock.

Analysts Set New Price Targets

A number of brokerages have recently commented on YMM. Weiss Ratings downgraded Full Truck Alliance from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Tuesday, January 13th. JPMorgan Chase & Co. upgraded Full Truck Alliance from an "underweight" rating to a "neutral" rating and set a $8.00 price objective for the company in a research report on Wednesday, April 1st. iA Financial set a $8.00 price objective on Full Truck Alliance in a research report on Monday, January 12th. Citigroup reiterated a "buy" rating on shares of Full Truck Alliance in a research report on Monday, April 20th. Finally, Morgan Stanley reiterated an "overweight" rating on shares of Full Truck Alliance in a research report on Thursday, March 12th. Two equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company's stock. According to data from MarketBeat, the stock presently has a consensus rating of "Hold" and a consensus price target of $11.43.

Full Truck Alliance Stock Down 0.3%

YMM opened at $8.64 on Tuesday. The stock has a fifty day moving average of $8.75 and a 200-day moving average of $10.34. The firm has a market capitalization of $9.00 billion, a P/E ratio of 14.39 and a beta of 0.28. Full Truck Alliance Co. Ltd. Sponsored ADR has a 12-month low of $8.04 and a 12-month high of $14.07.

Full Truck Alliance (NYSE:YMM - Get Free Report) last released its earnings results on Saturday, February 14th. The company reported $0.01 earnings per share (EPS) for the quarter. The company had revenue of $456.32 million during the quarter. Full Truck Alliance had a return on equity of 11.33% and a net margin of 35.22%. On average, analysts expect that Full Truck Alliance Co. Ltd. Sponsored ADR will post 0.66 earnings per share for the current fiscal year.

Full Truck Alliance Announces Dividend

The firm also recently announced a dividend, which was paid on Wednesday, April 22nd. Stockholders of record on Wednesday, April 8th were issued a $0.084 dividend. The ex-dividend date was Wednesday, April 8th. This represents a dividend yield of 201.0%. Full Truck Alliance's dividend payout ratio is presently 23.33%.

Full Truck Alliance Profile

Full Truck Alliance NYSE: YMM operates a leading digital freight platform in China, connecting shippers with a vast network of independent truck drivers. The company’s core offering centers on load matching, enabling cargo owners to find suitable carriers quickly through a mobile and web-based interface. By streamlining the booking process, Full Truck Alliance helps reduce downtime and improves overall asset utilization for both shippers and drivers.

The platform features real-time route optimization, electronic waybills, digital payment solutions and in-app communication tools.

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