Full Truck Alliance Co. Ltd. Sponsored ADR $YMM Stake Raised by First Beijing Investment Ltd

First Beijing Investment Ltd grew its stake in shares of Full Truck Alliance Co. Ltd. Sponsored ADR (NYSE:YMM) by 73.8% in the 3rd quarter, Holdings Channel.com reports. The fund owned 68,645,580 shares of the company’s stock after acquiring an additional 29,150,926 shares during the period. Full Truck Alliance comprises about 34.4% of First Beijing Investment Ltd’s holdings, making the stock its largest position. First Beijing Investment Ltd owned approximately 0.07% of Full Truck Alliance worth $890,333,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Schroder Investment Management Group boosted its stake in Full Truck Alliance by 2,789.6% in the 3rd quarter. Schroder Investment Management Group now owns 33,333,051 shares of the company’s stock worth $432,330,000 after purchasing an additional 32,179,501 shares in the last quarter. Invesco Ltd. increased its stake in Full Truck Alliance by 66.4% during the 3rd quarter. Invesco Ltd. now owns 54,223,349 shares of the company’s stock valued at $703,277,000 after purchasing an additional 21,628,993 shares in the last quarter. Capital International Investors purchased a new position in Full Truck Alliance in the third quarter worth about $188,227,000. Norges Bank purchased a new position in Full Truck Alliance in the second quarter worth about $134,623,000. Finally, Aspex Management HK Ltd lifted its stake in shares of Full Truck Alliance by 47.7% in the second quarter. Aspex Management HK Ltd now owns 22,455,623 shares of the company’s stock worth $265,201,000 after buying an additional 7,246,996 shares in the last quarter. Hedge funds and other institutional investors own 39.02% of the company’s stock.

Analyst Ratings Changes

A number of research firms have recently commented on YMM. Weiss Ratings cut shares of Full Truck Alliance from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, January 13th. JPMorgan Chase & Co. cut Full Truck Alliance from a “neutral” rating to an “underweight” rating and lowered their price objective for the company from $11.00 to $8.00 in a research report on Monday, January 12th. Morgan Stanley reiterated an “overweight” rating on shares of Full Truck Alliance in a research note on Thursday. Barclays reduced their target price on Full Truck Alliance from $13.00 to $12.00 and set an “equal weight” rating for the company in a report on Wednesday, November 19th. Finally, Daiwa Securities Group cut Full Truck Alliance from a “buy” rating to a “neutral” rating and set a $9.00 price target for the company. in a research note on Friday. Two equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $11.43.

Full Truck Alliance Stock Down 2.1%

Shares of YMM stock opened at $8.80 on Friday. The company has a 50 day moving average price of $9.77 and a 200-day moving average price of $11.43. Full Truck Alliance Co. Ltd. Sponsored ADR has a 52 week low of $8.68 and a 52 week high of $14.07. The firm has a market capitalization of $9.20 billion, a PE ratio of 14.66 and a beta of 0.23.

Full Truck Alliance (NYSE:YMM) last issued its quarterly earnings data on Thursday, March 12th. The company reported $0.14 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.14. Full Truck Alliance had a net margin of 35.22% and a return on equity of 11.51%. The company had revenue of $456.32 million for the quarter, compared to the consensus estimate of $3.13 billion. Analysts anticipate that Full Truck Alliance Co. Ltd. Sponsored ADR will post 0.46 earnings per share for the current year.

Key Full Truck Alliance News

Here are the key news stories impacting Full Truck Alliance this week:

• Positive Sentiment: Company reported strong revenue for fiscal 2025 and described strategic initiatives to expand its digital freight platform — a sign of underlying top‑line traction. This China Logistics Platform Generated $1.8 Billion in Revenue Last Year
• Positive Sentiment: Profitability remains healthy: Q4 EPS matched consensus at $0.14 and the company reported a strong net margin (~31.9%) and double‑digit ROE, supporting the thesis that the business is cash‑generative. PR / MarketBeat Results
• Neutral Sentiment: Management hosted a detailed earnings call and slide presentation; transcripts and decks are available for investors who want forward guidance color and unit economics detail. Earnings Call Transcript
• Neutral Sentiment: The company updated Q1 2026 guidance (entry was incomplete in the release), leaving some uncertainty around near‑term outlook — investors will be watching any follow‑up clarification from management. Earnings Presentation
• Negative Sentiment: An investor reportedly exited a ~$6 million stake after the results, which can signal limited insider/holder conviction and add selling pressure. Investor Exit Report
• Negative Sentiment: Daiwa downgraded YMM from Buy to Neutral and set a $9 price target (roughly flat/slight upside to current levels), reducing the positive analyst momentum that could support the stock. Daiwa Downgrade / Finviz

About Full Truck Alliance

Full Truck Alliance (NYSE: YMM) operates a leading digital freight platform in China, connecting shippers with a vast network of independent truck drivers. The company’s core offering centers on load matching, enabling cargo owners to find suitable carriers quickly through a mobile and web-based interface. By streamlining the booking process, Full Truck Alliance helps reduce downtime and improves overall asset utilization for both shippers and drivers.

The platform features real-time route optimization, electronic waybills, digital payment solutions and in-app communication tools.