Hudson Value Partners LLC Boosts Stock Position in Alibaba Group Holding Limited $BABA

Key Points

• Hudson Value Partners increased its Alibaba position by 24.3% in the second quarter, bringing its holdings to 29,344 shares valued at approximately $2.8 million. Other institutional investors also raised stakes, with institutions collectively owning 13.47% of the stock.
• Alibaba was trading at $127.94, while analysts maintained a generally positive outlook: the stock carries a “Moderate Buy” consensus rating and an average price target of $186.90.
• Insider selling and legal risks remain concerns. Executives sold more than 920,000 shares over the past 90 days, while law firms are promoting a securities class action involving allegations that have not been proven.

Hudson Value Partners LLC raised its holdings in Alibaba Group Holding Limited (NYSE:BABA - Free Report) by 24.3% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 29,344 shares of the specialty retailer's stock after purchasing an additional 5,731 shares during the period. Hudson Value Partners LLC's holdings in Alibaba Group were worth $2,816,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Jennison Associates LLC raised its stake in shares of Alibaba Group by 11.9% in the 4th quarter. Jennison Associates LLC now owns 54,235 shares of the specialty retailer's stock valued at $7,950,000 after purchasing an additional 5,760 shares in the last quarter. Aureus Asset Management LLC lifted its position in shares of Alibaba Group by 511.0% during the first quarter. Aureus Asset Management LLC now owns 9,361 shares of the specialty retailer's stock worth $1,174,000 after purchasing an additional 7,829 shares during the last quarter. Teachers Retirement System of The State of Kentucky grew its stake in Alibaba Group by 24.5% in the first quarter. Teachers Retirement System of The State of Kentucky now owns 259,580 shares of the specialty retailer's stock worth $32,567,000 after purchasing an additional 51,000 shares in the last quarter. Thornburg Investment Management Inc. grew its stake in Alibaba Group by 5.5% in the fourth quarter. Thornburg Investment Management Inc. now owns 584,028 shares of the specialty retailer's stock worth $85,607,000 after purchasing an additional 30,644 shares in the last quarter. Finally, Eurizon Capital SGR S.p.A. bought a new stake in Alibaba Group in the fourth quarter valued at about $21,266,000. 13.47% of the stock is currently owned by hedge funds and other institutional investors.

Alibaba Group Price Performance

NYSE BABA opened at $127.94 on Wednesday. Alibaba Group Holding Limited has a 52 week low of $91.99 and a 52 week high of $192.67. The stock has a market cap of $306.69 billion, a price-to-earnings ratio of 21.01, a price-to-earnings-growth ratio of 2.43 and a beta of 0.49. The company has a 50-day moving average price of $112.97 and a two-hundred day moving average price of $130.71. The company has a current ratio of 1.28, a quick ratio of 1.28 and a debt-to-equity ratio of 0.21.

Alibaba Group (NYSE:BABA - Get Free Report) last announced its earnings results on Tuesday, March 31st. The specialty retailer reported $0.01 earnings per share for the quarter. The firm had revenue of $35.30 billion for the quarter. Alibaba Group had a return on equity of 4.76% and a net margin of 10.31%. Analysts forecast that Alibaba Group Holding Limited will post 6.31 EPS for the current year.

Trending Headlines about Alibaba Group

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

• Positive Sentiment: AI monetization plans could support Alibaba’s growth outlook. Alibaba is testing a paid, US$30-per-year QwenWork subscription and plans to introduce a royalty model for businesses commercially deploying its open-weight Qwen3.8-Max model. These initiatives could help convert the company’s AI investments into recurring revenue. Alibaba tests paid AI appetite with QwenWork subscription Alibaba Qwen royalty model
• Positive Sentiment: Alibaba is highlighting lower-cost AI infrastructure. The company says its modular data-center design can be deployed in about 100 days and at roughly 10% lower cost, potentially improving the economics and speed of its cloud and AI expansion. Alibaba modular AI data centers
• Positive Sentiment: GF Securities reiterated a Buy rating on Alibaba, while a separate brokerage survey characterized the consensus view as “Moderate Buy.” GF Securities Buy rating
• Neutral Sentiment: Alo Yoga opened a flagship store on Alibaba’s Tmall platform as part of its expansion into China, adding a notable international brand to Alibaba’s retail ecosystem but offering limited near-term financial impact. Alo Yoga opens Tmall flagship
• Negative Sentiment: Multiple law firms are promoting a securities class action against Alibaba. The complaints cover investors who purchased securities from June 26, 2025, through June 24, 2026, and reportedly allege undisclosed Chinese military ties and fraudulent AI-distillation attacks. Investors seeking lead-plaintiff status face an October 5, 2026 deadline. The allegations have not been proven, but the litigation could increase costs, uncertainty and investor risk. Alibaba securities lawsuit alert Alibaba class action deadline
• Negative Sentiment: Broader pressure on Chinese stocks may also be weighing on BABA, reinforcing the stock-specific legal concerns. Chinese stocks market pressure

Insider Buying and Selling at Alibaba Group

In related news, President J. Michael Evans sold 720,000 shares of the business's stock in a transaction that occurred on Monday, June 29th. The stock was sold at an average price of $94.95, for a total transaction of $68,364,000.00. Following the sale, the president owned 28,000 shares of the company's stock, valued at $2,658,600. The trade was a 96.26% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Hong Xu sold 175,054 shares of the business's stock in a transaction on Thursday, June 25th. The stock was sold at an average price of $12.15, for a total value of $2,126,906.10. Following the completion of the sale, the chief financial officer directly owned 280,496 shares in the company, valued at $3,408,026.40. This represents a 38.43% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last ninety days, insiders have sold 920,303 shares of company stock valued at $70,796,370. 12.50% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several analysts have issued reports on BABA shares. HSBC set a $170.00 price objective on Alibaba Group in a research note on Thursday, July 9th. Wall Street Zen upgraded Alibaba Group from a "sell" rating to a "hold" rating in a report on Saturday, May 23rd. Weiss Ratings reissued a "hold (c+)" rating on shares of Alibaba Group in a research report on Wednesday, May 27th. Barclays upped their price target on Alibaba Group from $186.00 to $195.00 and gave the company an "overweight" rating in a research report on Thursday, May 14th. Finally, BNP Paribas Exane started coverage on shares of Alibaba Group in a report on Wednesday, April 29th. They issued an "outperform" rating and a $209.00 price objective for the company. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat, Alibaba Group has an average rating of "Moderate Buy" and an average price target of $186.90.

About Alibaba Group

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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