Alibaba Group Holding Limited $BABA Shares Sold by Kelleher Financial Advisors

Kelleher Financial Advisors cut its position in shares of Alibaba Group Holding Limited (NYSE:BABA) by 58.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,438 shares of the specialty retailer’s stock after selling 6,180 shares during the quarter. Kelleher Financial Advisors’ holdings in Alibaba Group were worth $477,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of the company. Continuum Advisory LLC bought a new position in Alibaba Group during the second quarter worth $28,000. GK Wealth Management LLC acquired a new position in Alibaba Group in the third quarter valued at $32,000. Latitude Advisors LLC bought a new stake in Alibaba Group during the third quarter valued at $43,000. Global Assets Advisory LLC bought a new stake in Alibaba Group during the first quarter valued at $56,000. Finally, Anchor Investment Management LLC boosted its position in Alibaba Group by 28.2% during the first quarter. Anchor Investment Management LLC now owns 545 shares of the specialty retailer’s stock valued at $68,000 after acquiring an additional 120 shares during the last quarter. 13.47% of the stock is currently owned by institutional investors and hedge funds.

Alibaba Group Trading Up 5.0%

BABA opened at $105.35 on Thursday. Alibaba Group Holding Limited has a 1-year low of $91.99 and a 1-year high of $181.10. The company has a current ratio of 1.36, a quick ratio of 1.36 and a debt-to-equity ratio of 0.21. The company has a market cap of $262.08 billion, a P/E ratio of 25.51, a price-to-earnings-growth ratio of 1.31 and a beta of 0.44. The company has a fifty day moving average price of $108.65 and a two-hundred day moving average price of $125.60.

Alibaba Group (NYSE:BABA) last released 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). The company had revenue of $39.64 billion for the quarter, compared to the consensus estimate of $39.52 billion. Alibaba Group had a return on equity of 4.79% and a net margin of 7.00%. Alibaba Group’s revenue for the quarter was up 8.6% compared to the same quarter last year. During the same period last year, the company earned $14.75 EPS. Analysts predict that Alibaba Group Holding Limited will post 5.76 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, insider Fang Jiang sold 885,272 shares of the company’s stock in a transaction that occurred on Wednesday, September 30th. The stock was sold at an average price of $13.55, for a total transaction of $11,995,435.60. Following the transaction, the insider directly owned 4,679,097 shares of the company’s stock, valued at approximately $63,401,764.35. This represents a 15.91% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Yongming Wu purchased 350,000 shares of the company’s stock in a transaction that occurred on Monday, August 24th. The shares were purchased at an average cost of $14.24 per share, for a total transaction of $4,984,000.00. Following the completion of the purchase, the chief executive officer owned 1,364,418 shares in the company, valued at $19,429,312.32. This trade represents a 34.50% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders sold a total of 999,971 shares of company stock worth $13,563,304 over the last three months. Insiders own 12.50% of the company’s stock.

Key Stories Impacting Alibaba Group

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

• Positive Sentiment: Qwen’s distribution test is moving to iPhones, potentially expanding its reach ahead of a planned public rollout in December. The test offers a path to more users, though undisclosed commercial terms leave the revenue impact uncertain. Alibaba Stocks Rise Nearly 5% as Qwen’s Distribution Test Moves to iPhones
• Neutral Sentiment: Alibaba Cloud signed an agentic AI agreement with Dubai Chamber of Digital Economy and is supplying cloud and AI technology for the 2026 Dakar Youth Olympics. These deals may showcase its capabilities, but the reports provide no financial terms or expected revenue. Alibaba Cloud signs agentic AI deal with Dubai Chamber of Digital Economy Alibaba brings cloud and AI technology to Dakar 2026 Youth Olympics
• Neutral Sentiment: A valuation article argues Alibaba’s retreat over the past year has made the stock look inexpensive, while highlighting regulatory pressure, AI and cloud spending, and sentiment toward Chinese equities as risks to the earnings-based case. Alibaba (BABA) Stock Looks Like a Bargain Despite Market Caution
• Negative Sentiment: Alibaba, Tencent and ByteDance reportedly ordered about six million Nvidia AI chips, but Chinese customers may receive only around 1% of their orders within four months. Limited access could hinder Alibaba’s AI and cloud expansion. Alibaba and Tencent Face Stunning Nvidia Chip Shortfall Despite Millions of Orders

Wall Street Analyst Weigh In

A number of brokerages have weighed in on BABA. Susquehanna increased their price target on Alibaba Group from $185.00 to $190.00 and gave the stock a “positive” rating in a report on Friday, August 28th. Sanford C. Bernstein reissued an “outperform” rating and issued a $165.00 price objective on shares of Alibaba Group in a research note on Monday, September 7th. Weiss Ratings upgraded Alibaba Group from a “hold (c-)” rating to a “hold (c)” rating in a research report on Friday, October 2nd. Barclays upped their target price on Alibaba Group from $195.00 to $200.00 and gave the company an “overweight” rating in a research report on Friday, August 21st. Finally, JPMorgan Chase & Co. decreased their target price on Alibaba Group from $210.00 to $200.00 and set an “overweight” rating for the company in a research note on Monday, October 12th. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $182.89.

Alibaba Group Profile

Alibaba Group Holding Limited is a technology and commerce company founded in 1999 and headquartered in Hangzhou, China. It operates a broad digital ecosystem that connects consumers, merchants, brands and businesses through online marketplaces, technology platforms and related services.

The company’s China commerce businesses include Taobao, a consumer-focused marketplace, and Tmall, which enables brands and retailers to sell directly to consumers. Alibaba also operates 1688, a business-to-business wholesale marketplace.