Grantham Mayo Van Otterloo & Co. LLC Sells 192,918 Shares of Alibaba Group Holding Limited $BABA

Key Points

• Grantham Mayo Van Otterloo & Co. cut its stake in Alibaba by 64% in Q3, selling 192,918 shares and leaving 108,314 shares worth about $19.36 million at quarter-end.
• Alibaba is accelerating its AI push—creating an AI task force and hiring a former Google DeepMind scientist—yet the Qwen AI division head's resignation and a senior leadership reshuffle introduce near-term execution risk; the company will report its December-quarter results on March 19, 2026.
• Analysts remain broadly positive: the stock has a consensus rating of "Moderate Buy" with an average target of $195.17; Alibaba trades with a market cap near $312.7 billion and a P/E of 18.09.

Grantham Mayo Van Otterloo & Co. LLC lessened its position in Alibaba Group Holding Limited (NYSE:BABA - Free Report) by 64.0% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 108,314 shares of the specialty retailer's stock after selling 192,918 shares during the period. Grantham Mayo Van Otterloo & Co. LLC's holdings in Alibaba Group were worth $19,359,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Traphagen Investment Advisors LLC boosted its stake in shares of Alibaba Group by 2.0% during the third quarter. Traphagen Investment Advisors LLC now owns 3,018 shares of the specialty retailer's stock valued at $539,000 after purchasing an additional 59 shares in the last quarter. Bruce G. Allen Investments LLC increased its stake in shares of Alibaba Group by 26.4% in the third quarter. Bruce G. Allen Investments LLC now owns 302 shares of the specialty retailer's stock valued at $54,000 after buying an additional 63 shares during the period. Bluesphere Advisors LLC raised its holdings in Alibaba Group by 2.2% in the 3rd quarter. Bluesphere Advisors LLC now owns 3,023 shares of the specialty retailer's stock valued at $540,000 after buying an additional 64 shares during the last quarter. Richardson Financial Services Inc. raised its holdings in Alibaba Group by 34.4% in the 3rd quarter. Richardson Financial Services Inc. now owns 254 shares of the specialty retailer's stock valued at $45,000 after buying an additional 65 shares during the last quarter. Finally, Transcend Capital Advisors LLC boosted its position in Alibaba Group by 1.0% during the 3rd quarter. Transcend Capital Advisors LLC now owns 6,661 shares of the specialty retailer's stock worth $1,191,000 after buying an additional 66 shares during the period. 13.47% of the stock is currently owned by institutional investors.

Alibaba Group Stock Up 0.5%

Shares of NYSE BABA opened at $130.98 on Monday. The company's 50 day moving average price is $157.47 and its 200-day moving average price is $158.23. The company has a debt-to-equity ratio of 0.23, a quick ratio of 1.46 and a current ratio of 1.46. Alibaba Group Holding Limited has a 52-week low of $95.73 and a 52-week high of $192.67. The company has a market capitalization of $312.70 billion, a P/E ratio of 18.09, a price-to-earnings-growth ratio of 2.86 and a beta of 0.43.

Wall Street Analysts Forecast Growth

Several equities analysts have issued reports on BABA shares. Sanford C. Bernstein decreased their price target on shares of Alibaba Group from $200.00 to $190.00 and set an "outperform" rating for the company in a research report on Wednesday, November 26th. Weiss Ratings lowered shares of Alibaba Group from a "buy (b-)" rating to a "hold (c+)" rating in a report on Friday, February 27th. Rosenblatt Securities set a $195.00 price objective on shares of Alibaba Group in a research note on Wednesday, November 26th. Barclays increased their price objective on Alibaba Group from $190.00 to $195.00 and gave the company an "overweight" rating in a report on Wednesday, November 26th. Finally, Jefferies Financial Group cut their target price on Alibaba Group from $231.00 to $225.00 and set a "buy" rating on the stock in a report on Thursday, January 8th. Sixteen research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $195.17.

More Alibaba Group News

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

• Positive Sentiment: Company sets up an AI task force led by CEO Eddie Wu to accelerate foundation-model work, signaling senior-level commitment and resource allocation to Qwen and broader AI initiatives. This can support investor confidence in Alibaba’s AI roadmap. Alibaba Forms AI Task Force After Qwen Leader Exit
• Positive Sentiment: Alibaba hired a former Google DeepMind research scientist to bolster its Qwen AI team — a sign of talent acquisition to strengthen model development and competitiveness in generative AI. Alibaba Poaches Google DeepMind Research Scientist For Qwen AI Push
• Positive Sentiment: Coverage notes Alibaba and other Chinese names may be stabilizing after the selloff; technical signs suggest the market could be bottoming, which may attract value-oriented buyers if macro sentiment improves. Chinese Stocks May Be Bottoming. Alibaba and NetEase Look Attractive.
• Neutral Sentiment: Alibaba announced it will report its December quarter (Q4) results on March 19, 2026 and scheduled a board meeting to approve results — an event risk that could drive volatility depending on revenue, margins, cloud performance and cash flow. Alibaba Group Will Announce December Quarter 2025 Results on March 19, 2026
• Neutral Sentiment: Demand from Alibaba and peers is lifting China’s domestic memory suppliers, which could help cloud and datacenter cost/availability over time but is an indirect, medium-term tailwind. Demand from Alibaba and Other Giants Boosts China’s Homegrown Memory Suppliers
• Negative Sentiment: Short-term headwinds: the Qwen AI division head resigned and several senior leaders reshuffled — this creates execution uncertainty even as management pledges more resources. Market reaction depends on clarity of the new organization and pace of model delivery. Alibaba CEO confirms departure of Qwen AI division head
• Negative Sentiment: Analysts flag fundamentals: cloud revenue growth is healthy but profitability, plunging profit, negative free cash flow and renewed regulatory pressure in China raise doubts about whether heavy AI spending will pay off. These concerns can cap multiple expansion until visibility improves. Can Alibaba Stock Overcome Weak Cloud Growth and Regulatory Pressure?

Alibaba Group Company 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.