Nykredit A S Buys New Holdings in Alibaba Group Holding Limited $BABA

Key Points

• Nykredit A/S acquired 421,933 Alibaba shares during the second quarter, valued at approximately $40.5 million. Institutional investors collectively own 13.47% of the company.
• Alibaba CEO Yongming Wu purchased 350,000 shares worth nearly $5 million, while another CEO sold shares to cover tax obligations; insiders own 12.5% of the stock.
• Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and average price target of $187.45, though Alibaba recently missed quarterly EPS estimates despite 8.6% year-over-year revenue growth.

Nykredit A S acquired a new position in shares of Alibaba Group Holding Limited (NYSE:BABA - Free Report) during the second quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 421,933 shares of the specialty retailer's stock, valued at approximately $40,497,000.

Other institutional investors and hedge funds have also modified their holdings of the company. Bleakley Financial Group LLC grew its holdings in shares of Alibaba Group by 0.4% during the 4th quarter. Bleakley Financial Group LLC now owns 16,420 shares of the specialty retailer's stock worth $2,407,000 after purchasing an additional 67 shares during the period. Cary Street Partners Investment Advisory LLC lifted its stake in Alibaba Group by 4.1% in the fourth quarter. Cary Street Partners Investment Advisory LLC now owns 1,915 shares of the specialty retailer's stock valued at $281,000 after buying an additional 76 shares during the last quarter. Accredited Investors Inc. raised its stake in Alibaba Group by 2.9% during the 1st quarter. Accredited Investors Inc. now owns 2,858 shares of the specialty retailer's stock valued at $359,000 after acquiring an additional 80 shares during the last quarter. Calton & Associates Inc. boosted its holdings in shares of Alibaba Group by 6.1% in the fourth quarter. Calton & Associates Inc. now owns 1,630 shares of the specialty retailer's stock valued at $239,000 after acquiring an additional 93 shares in the last quarter. Finally, Mainstream Capital Management LLC increased its holdings in Alibaba Group by 1.1% in the first quarter. Mainstream Capital Management LLC now owns 8,597 shares of the specialty retailer's stock valued at $1,079,000 after buying an additional 93 shares in the last quarter. Hedge funds and other institutional investors own 13.47% of the company's stock.

Insiders Place Their Bets

In other news, CEO Yongming Wu bought 350,000 shares of the stock in a transaction that occurred on Monday, August 24th. The shares were purchased at an average cost of $14.24 per share, with a total value of $4,984,000.00. Following the completion of the acquisition, the chief executive officer directly owned 1,364,418 shares in the company, valued at approximately $19,429,312.32. The trade was a 34.50% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Fan Jiang sold 13,579 shares of the company's stock in a transaction dated Thursday, June 25th. The shares were sold at an average price of $12.10, for a total transaction of $164,305.90. Following the completion of the sale, the chief executive officer directly owned 556,617 shares of the company's stock, valued at $6,735,065.70. The trade was a 2.38% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last ninety days, insiders sold 920,303 shares of company stock valued at $70,796,370. 12.50% of the stock is currently owned by insiders.

Trending Headlines about Alibaba Group

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

• Positive Sentiment: Alibaba open-sourced a medical AI model reportedly capable of detecting cancer and nearly 150 other conditions. The release may enhance Alibaba’s AI credentials and support longer-term growth opportunities in healthcare technology. Alibaba open-sources medical AI model
• Positive Sentiment: An analyst upgraded Alibaba to “Strong Buy,” arguing that the post-earnings pullback has compressed valuation and created upside potential. The analyst highlighted approximately 45% year-over-year AI cloud growth, expectations for continued expansion above 40%, and improving cloud margins, while acknowledging that traditional e-commerce growth remains subdued. Alibaba earnings and cloud margin analysis
• Positive Sentiment: Alibaba reportedly agreed with Pakistan Post to automate sorting centers, potentially strengthening its logistics capabilities and international e-commerce infrastructure. The financial impact is currently unclear. Alibaba and Pakistan Post agreement
• Neutral Sentiment: Alibaba led a broader rise among U.S.-listed Chinese internet stocks, suggesting renewed investor interest in the sector. The move appears partly driven by sector sentiment rather than a specific new financial result from Alibaba. Alibaba and Chinese technology stocks
• Negative Sentiment: Several law firms publicized a securities-fraud class action concerning investors who purchased Alibaba securities between June 26, 2025, and June 24, 2026. Allegations include undisclosed Chinese military ties and misleading disclosures related to unauthorized AI-model distillation and attacks involving Anthropic’s Claude. These are allegations, not proven findings, but the litigation creates reputational, regulatory, and potential financial risks; October 5, 2026, is cited as the lead-plaintiff deadline. Alibaba securities class action alert
• Negative Sentiment: Asian ADRs were generally lower Friday morning, indicating that macro and regional market pressure could limit Alibaba’s gains despite company-specific AI optimism. Asian ADR market update

Wall Street Analysts Forecast Growth

BABA has been the topic of a number of analyst reports. Wall Street Zen raised Alibaba Group from a "sell" rating to a "hold" rating in a research note on Saturday, May 23rd. Barclays lifted their price target on shares of Alibaba Group from $195.00 to $200.00 and gave the stock an "overweight" rating in a report on Friday, August 21st. Susquehanna boosted their price objective on shares of Alibaba Group from $185.00 to $190.00 and gave the company a "positive" rating in a research report on Friday, August 28th. Nomura reduced their target price on Alibaba Group from $207.00 to $178.00 and set a "buy" rating on the stock in a research report on Thursday, June 25th. Finally, Benchmark restated a "buy" rating on shares of Alibaba Group in a research note on Thursday, August 20th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat, Alibaba Group presently has a consensus rating of "Moderate Buy" and an average price target of $187.45.

Alibaba Group Stock Up 4.3%

Shares of Alibaba Group stock opened at $113.21 on Friday. The business's 50 day simple moving average is $117.99 and its 200-day simple moving average is $122.09. The stock has a market capitalization of $281.39 billion, a price-to-earnings ratio of 27.41, a PEG ratio of 1.43 and a beta of 0.51. The company has a current ratio of 1.36, a quick ratio of 1.36 and a debt-to-equity ratio of 0.21. Alibaba Group Holding Limited has a twelve month low of $91.99 and a twelve month high of $192.67.

Alibaba Group (NYSE:BABA - Get Free Report) last issued its quarterly earnings data on Friday, August 14th. The specialty retailer reported $1.26 earnings per share (EPS) 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 business had revenue of $39.64 billion during the quarter, compared to the consensus estimate of $39.52 billion. During the same period last year, the company earned $14.75 earnings per share. The business's quarterly revenue was up 8.6% compared to the same quarter last year. Equities research analysts forecast that Alibaba Group Holding Limited will post 5.91 earnings per share for the current year.

Alibaba Group Profile

Alibaba Group Holding Limited is a global technology and commerce company founded in 1999 by Jack Ma and a group of co-founders. Headquartered in Hangzhou, China, the company operates a broad ecosystem of businesses serving consumers, merchants, brands and enterprises.

Its core businesses include online and mobile commerce platforms such as Taobao and Tmall in China, as well as international marketplaces including AliExpress and Lazada. Alibaba also provides wholesale commerce, cross-border retail, logistics through Cainiao, local consumer services, digital media and entertainment, and other consumer-focused technology services.

Alibaba Cloud provides cloud computing, data storage, artificial intelligence and related technology solutions to businesses and organizations.

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