Full Truck Alliance Co. Ltd. Sponsored ADR $YMM Shares Sold by Bamco Inc. NY

Bamco Inc. NY cut its holdings in shares of Full Truck Alliance Co. Ltd. Sponsored ADR (NYSE:YMM) by 21.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 6,314,857 shares of the company’s stock after selling 1,685,749 shares during the period. Bamco Inc. NY owned 0.60% of Full Truck Alliance worth $81,904,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Amiral Gestion boosted its stake in Full Truck Alliance by 106.8% during the 3rd quarter. Amiral Gestion now owns 455,000 shares of the company’s stock worth $5,901,000 after purchasing an additional 235,000 shares during the period. Alkeon Capital Management LLC increased its stake in Full Truck Alliance by 5.7% in the second quarter. Alkeon Capital Management LLC now owns 14,698,535 shares of the company’s stock valued at $173,590,000 after purchasing an additional 790,000 shares during the period. Capital International Investors purchased a new stake in shares of Full Truck Alliance in the third quarter valued at about $188,227,000. Nordea Investment Management AB purchased a new stake in shares of Full Truck Alliance in the third quarter valued at about $22,237,000. Finally, Mitsubishi UFJ Trust & Banking Corp boosted its stake in shares of Full Truck Alliance by 76.4% during the third quarter. Mitsubishi UFJ Trust & Banking Corp now owns 10,647,830 shares of the company’s stock worth $138,102,000 after buying an additional 4,611,050 shares during the period. 39.02% of the stock is owned by institutional investors and hedge funds.

Full Truck Alliance Stock Down 2.1%

Shares of Full Truck Alliance stock opened at $8.80 on Friday. Full Truck Alliance Co. Ltd. Sponsored ADR has a 52-week low of $8.68 and a 52-week high of $14.07. The company’s 50-day simple moving average is $9.77 and its 200-day simple moving average is $11.42. The firm has a market cap of $9.20 billion, a price-to-earnings ratio of 14.66 and a beta of 0.23.

Full Truck Alliance (NYSE:YMM) last announced its quarterly earnings data on Thursday, March 12th. The company reported $0.14 EPS 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 firm had revenue of $456.32 million during the quarter, compared to the consensus estimate of $3.13 billion. Equities research analysts anticipate that Full Truck Alliance Co. Ltd. Sponsored ADR will post 0.46 EPS for the current year.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on YMM. Jefferies Financial Group set a $13.00 price target on Full Truck Alliance in a report on Monday, November 17th. Daiwa Securities Group cut Full Truck Alliance from a “buy” rating to a “neutral” rating and set a $9.00 price objective for the company. in a research report on Friday. JPMorgan Chase & Co. downgraded Full Truck Alliance from a “neutral” rating to an “underweight” rating and lowered their target price for the company from $11.00 to $8.00 in a research note on Monday, January 12th. Barclays dropped their target price on Full Truck Alliance from $13.00 to $12.00 and set an “equal weight” rating on the stock in a report on Wednesday, November 19th. Finally, iA Financial set a $8.00 price target on Full Truck Alliance in a research note on Monday, January 12th. Two investment analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Full Truck Alliance presently has a consensus rating of “Hold” and an average price target of $11.43.

Full Truck Alliance News Roundup

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

Full Truck Alliance Profile

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.