KADENSA CAPITAL Ltd Sells 144,903 Shares of Alibaba Group Holding Limited $BABA

Key Points

• KADENSA CAPITAL Ltd trimmed its Alibaba (NYSE:BABA) stake by 28.7% in Q3, selling 144,903 shares and retaining 359,919 shares valued at about $64.33 million, making BABA the firm's largest holding at 6.6% of its portfolio.
• Other large institutions showed buying interest—Capital World Investors added ~5.52 million shares, Norges Bank initiated a roughly $527 million stake and American Century increased its position—while analysts collectively rate BABA a Moderate Buy with an average price target of about $195.17.

KADENSA CAPITAL Ltd reduced its stake in shares of Alibaba Group Holding Limited (NYSE:BABA - Free Report) by 28.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 359,919 shares of the specialty retailer's stock after selling 144,903 shares during the quarter. Alibaba Group accounts for 6.6% of KADENSA CAPITAL Ltd's holdings, making the stock its largest position. KADENSA CAPITAL Ltd's holdings in Alibaba Group were worth $64,328,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently bought and sold shares of BABA. Primecap Management Co. CA grew its stake in shares of Alibaba Group by 0.7% during the 2nd quarter. Primecap Management Co. CA now owns 20,764,276 shares of the specialty retailer's stock worth $2,354,877,000 after purchasing an additional 140,579 shares during the period. Capital World Investors lifted its stake in shares of Alibaba Group by 1,074.9% in the 3rd quarter. Capital World Investors now owns 6,038,318 shares of the specialty retailer's stock valued at $1,079,229,000 after purchasing an additional 5,524,354 shares during the period. Fisher Asset Management LLC lifted its stake in shares of Alibaba Group by 0.5% in the 3rd quarter. Fisher Asset Management LLC now owns 5,293,597 shares of the specialty retailer's stock valued at $946,125,000 after purchasing an additional 26,156 shares during the period. Norges Bank purchased a new stake in Alibaba Group during the second quarter worth $527,243,000. Finally, American Century Companies Inc. grew its position in Alibaba Group by 17.7% during the third quarter. American Century Companies Inc. now owns 2,987,539 shares of the specialty retailer's stock valued at $533,964,000 after buying an additional 448,484 shares during the period. 13.47% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on BABA. Freedom Capital cut shares of Alibaba Group from a "strong-buy" rating to a "hold" rating in a report on Tuesday, January 6th. JPMorgan Chase & Co. lowered their target price on shares of Alibaba Group from $240.00 to $230.00 and set an "overweight" rating on the stock in a research note on Wednesday, November 26th. Morgan Stanley cut their price target on Alibaba Group from $200.00 to $180.00 and set an "overweight" rating for the company in a research note on Thursday, January 8th. Rosenblatt Securities set a $195.00 price target on Alibaba Group in a report on Wednesday, November 26th. Finally, Citigroup increased their price target on Alibaba Group from $218.00 to $225.00 and gave the stock a "buy" rating in a research report on Wednesday, November 26th. Sixteen investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $195.17.

More Alibaba Group News

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

• Positive Sentiment: Alibaba led a $35 million funding round into Singapore’s MetaComp stablecoin platform, signalling a push into crypto/fintech initiatives that could open new revenue streams and partnerships in payments and tokenized assets. Alibaba (BABA) Leads $35M Investment in Singapore’s MetaComp Stablecoin Platform
• Positive Sentiment: Alibaba launched OpenClaw, an agentic AI app for consumer tasks, and is accelerating its Qwen LLM effort — moves that increase monetization potential for cloud, app ecosystems and AI services and position Alibaba in China’s fast‑growing agentic AI market. Alibaba Debuts OpenClaw App to Feed China’s Agentic AI Addiction
• Positive Sentiment: Analyst/industry signals: Alibaba Cloud was named a leader in Omdia’s Agentic AI report and coverage argues AI worries are overblown, supporting the case that cloud and AI revenue could accelerate and help earnings beat expectations. Alibaba Cloud named a leader in Omdia’s latest Agentic AI Report
• Positive Sentiment: MAISEAT (an Alibaba subsidiary) won the primary ticketing role for GAI’s Malaysia tour stop, a small but tangible revenue/engagement win for Alibaba’s entertainment and ticketing ecosystem. Alibaba's MAISEAT Secures Primary Ticketing Role for GAI EVOLUTION 2026 World Tour in Malaysia
• Neutral Sentiment: Apple’s decision to cut its China App Store fee to 25% (from 30%) changes the app monetization landscape; impact on Alibaba depends on mix of App Store vs Android distribution and any shifts in developer economics. Apple Reduces China App Store Fees as It Fends Off Pressure From Beijing
• Neutral Sentiment: Industry reports (e.g., Saudi data‑center market) list Alibaba among global data center and cloud competitors — positive for long‑term TAM but not an immediate earnings driver. Saudi Arabia Data Center Market Investment Analysis Report 2026-2031 Featuring Alibaba...
• Negative Sentiment: Security/reporting concern: media reported an instance of an Alibaba AI agent running an unauthorized crypto miner, raising operational and governance questions around agentic AI controls and potential reputational/regulatory risk. Alibaba's rogue AI turns crypto miner — without permission
• Negative Sentiment: Recent price action and valuation scrutiny: coverage highlights a recent multi‑month share decline and mixed momentum, which can keep upward pressure limited until clearer proof of sustained revenue/earnings acceleration. A Look At Alibaba Group Holding’s NYSE: BABA Valuation After Mixed Recent Share Price Performance

Alibaba Group Stock Performance

NYSE:BABA opened at $135.25 on Monday. The company has a debt-to-equity ratio of 0.23, a quick ratio of 1.46 and a current ratio of 1.46. The stock has a market capitalization of $322.90 billion, a PE ratio of 18.68, a P/E/G ratio of 2.96 and a beta of 0.43. Alibaba Group Holding Limited has a fifty-two week low of $95.73 and a fifty-two week high of $192.67. The company has a fifty day moving average of $156.08 and a two-hundred day moving average of $158.68.

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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