RWWM Inc. Reduces Position in Alibaba Group Holding Limited $BABA

RWWM Inc. decreased its position in shares of Alibaba Group Holding Limited (NYSE:BABA) by 3.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,466,729 shares of the specialty retailer’s stock after selling 91,123 shares during the period. Alibaba Group accounts for 31.5% of RWWM Inc.’s investment portfolio, making the stock its biggest holding. RWWM Inc. owned approximately 0.10% of Alibaba Group worth $440,878,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in the business. Mather Group LLC. bought a new position in Alibaba Group in the 3rd quarter worth approximately $30,000. NBT Bank N A NY increased its position in Alibaba Group by 231.5% during the third quarter. NBT Bank N A NY now owns 179 shares of the specialty retailer’s stock worth $32,000 after acquiring an additional 125 shares during the period. Rosenberg Matthew Hamilton acquired a new position in Alibaba Group during the 2nd quarter valued at $26,000. Richardson Financial Services Inc. boosted 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 purchasing an additional 65 shares during the period. Finally, JCIC Asset Management Inc. bought a new position in shares of Alibaba Group during the 3rd quarter worth about $53,000. 13.47% of the stock is currently owned by institutional investors.

Alibaba Group Trading Down 2.6%

Shares of BABA stock opened at $169.70 on Friday. The company has a market capitalization of $405.14 billion, a P/E ratio of 23.44, a P/E/G ratio of 3.80 and a beta of 0.37. Alibaba Group Holding Limited has a 12-month low of $95.73 and a 12-month high of $192.67. The company has a quick ratio of 1.46, a current ratio of 1.46 and a debt-to-equity ratio of 0.23. The firm has a 50-day moving average price of $158.58 and a 200 day moving average price of $152.02.

Analyst Ratings Changes

Several equities research analysts recently weighed in on the stock. Arete Research upgraded shares of Alibaba Group from a “neutral” rating to a “buy” rating and set a $190.00 target price for the company in a research note on Wednesday, January 21st. Benchmark reiterated a “buy” rating and issued a $195.00 price objective on shares of Alibaba Group in a research report on Tuesday, November 25th. Morgan Stanley lowered their price objective on Alibaba Group from $200.00 to $180.00 and set an “overweight” rating on the stock in a research report on Thursday, January 8th. Barclays raised their target price on Alibaba Group from $190.00 to $195.00 and gave the stock an “overweight” rating in a research report on Wednesday, November 26th. Finally, Zacks Research lowered shares of Alibaba Group from a “hold” rating to a “strong sell” rating in a report on Tuesday, October 14th. Eighteen research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $195.17.

Key Stories Impacting Alibaba Group

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

• Positive Sentiment: Alibaba’s chip unit T-Head unveiled the self-developed AI chip Zhenwu 810E, which the company says completes its AI “golden triangle” (chip, cloud, models). This strengthens Alibaba’s cloud/AI moat and reduces reliance on foreign suppliers. Alibaba’s T-Head unveils self-developed AI chip Zhenwu 810E
• Positive Sentiment: Alibaba struck a major logistics deal (~$2 billion) to deploy Robovans and is consolidating logistics and autonomous-driving units (Zelos), aiming to cut delivery costs and scale automated fulfillment — a long-term cost-saver that supports margins if execution succeeds. Alibaba Reshapes Logistics With $2 Billion Robovan Deal
• Neutral Sentiment: Alibaba and ByteDance plan new AI model launches for Lunar New Year — shows intense domestic AI competition but also validates large addressable demand for Chinese generative-AI services. Competitive dynamics could spur adoption but also require continued spending. ByteDance and Alibaba to release new AI models for Lunar New Year – Information
• Neutral Sentiment: Media coverage of analyst ratings remains mixed; some Wall Street commentary is bullish on BABA’s long-term AI/cloud story but investors should treat upgrades/downgrades as sentiment drivers rather than fundamentals. Is It Worth Investing in Alibaba (BABA) Based on Wall Street’s Bullish Views?
• Negative Sentiment: Near-term margin pressure: Q2 FY26 results and analyst write-ups highlight modest revenue growth but steep margin erosion as competition and heavy AI/logistics spending weigh on profits — a key reason for today’s downward price move. BABA’s Margins Suffer From Stiff Competition: Time to Sell the Stock?

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.