Alibaba Group Holding Limited $BABA Stock Position Decreased by TD Waterhouse Canada Inc.

TD Waterhouse Canada Inc. lowered its holdings in Alibaba Group Holding Limited (NYSE:BABA) by 42.3% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 16,988 shares of the specialty retailer’s stock after selling 12,438 shares during the period. TD Waterhouse Canada Inc.’s holdings in Alibaba Group were worth $1,665,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the stock. Hoey Investments Inc. raised its position in shares of Alibaba Group by 95.2% during the 1st quarter. Hoey Investments Inc. now owns 205 shares of the specialty retailer’s stock worth $26,000 after purchasing an additional 100 shares during the period. Palisade Asset Management LLC bought a new stake in shares of Alibaba Group in the 3rd quarter worth approximately $37,000. Palladiem LLC acquired a new position in Alibaba Group during the 4th quarter valued at approximately $38,000. Key Financial Inc boosted its position in Alibaba Group by 316.9% during the 4th quarter. Key Financial Inc now owns 271 shares of the specialty retailer’s stock valued at $40,000 after purchasing an additional 206 shares during the period. Finally, Continuum Advisory LLC bought a new position in Alibaba Group during the 2nd quarter worth $28,000. 13.47% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Alibaba Group

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

• Positive Sentiment: Cloud expansion supports long-term growth. Alibaba Cloud opened its first South American region with two data centers in Brazil, aiming to expand local cloud capacity and AI infrastructure across Latin America. Alibaba Cloud Expands Into Brazil With New Data Centers To Drive Latin America AI Growth
• Positive Sentiment: Analyst views remain divided. Bank of America reportedly raised its outlook on Alibaba’s cloud growth, suggesting that AI-related investment could strengthen the company’s higher-margin cloud business over time. BABA Stock Slips Overnight: Alibaba’s AI Spending Draws Investor Scrutiny, Analysts Split
• Neutral Sentiment: $10.2 billion capital raise is funding AI and growth initiatives. However, investors are assessing whether the spending will generate sufficient returns and whether the issuance will dilute existing shareholders. Bernstein cut its price target, while other analysts remain more constructive. Bernstein Revamps Alibaba Stock Target After $10.2 Billion Raise
• Negative Sentiment: AI costs and dilution are weighing on sentiment. Alibaba’s shares fell below the HK$112.70 placement price as investors questioned the near-term burden of AI investment and the impact of newly issued shares. Alibaba Falls Below Its HK$112.70 Placement Price as AI Costs Bite
• Negative Sentiment: Multiple law firms publicized a securities-fraud class action. The complaints reportedly focus on alleged misrepresentations involving Alibaba’s AI operations, regulatory classification compliance and other disclosures. The October 5, 2026 lead-plaintiff deadline is increasing headline and litigation risk, although the allegations have not been proven. BABA Deadline Alert: SueWallSt Reminds Investors of Securities Class Action Deadline
• Negative Sentiment: Recent earnings added pressure. Alibaba’s latest reported EPS missed consensus expectations substantially, while revenue rose 8.6% year over year, highlighting continued growth but weaker profitability.

Analysts Set New Price Targets

Several research firms have recently commented on BABA. Sanford C. Bernstein restated an “outperform” rating and set a $165.00 price target on shares of Alibaba Group in a research report on Monday. HSBC set a $170.00 price objective on shares of Alibaba Group in a research report on Thursday, July 9th. Robert W. Baird reduced their target price on shares of Alibaba Group from $164.00 to $160.00 and set an “outperform” rating for the company in a research note on Friday, August 21st. Nomura decreased their target price on shares of Alibaba Group from $207.00 to $178.00 and set a “buy” rating for the company in a research report on Thursday, June 25th. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Alibaba Group in a research note on Monday, August 24th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat, Alibaba Group presently has an average rating of “Moderate Buy” and a consensus target price of $187.45.

Alibaba Group Price Performance

NYSE:BABA opened at $112.63 on Wednesday. The company has a quick ratio of 1.36, a current ratio of 1.36 and a debt-to-equity ratio of 0.21. The business’s 50-day moving average price is $116.87 and its 200 day moving average price is $124.25. Alibaba Group Holding Limited has a 52-week low of $91.99 and a 52-week high of $192.67. The firm has a market cap of $279.95 billion, a P/E ratio of 27.27, a PEG ratio of 2.07 and a beta of 0.51.

Alibaba Group (NYSE:BABA) last issued its quarterly earnings results on Friday, August 14th. The specialty retailer reported $1.26 earnings per share for the quarter, missing analysts’ consensus estimates of $1.94 by ($0.68). Alibaba Group had a net margin of 7.00% and a return on equity of 4.79%. The business had revenue of $39.64 billion during the quarter, compared to analyst estimates of $39.52 billion. During the same period in the previous year, the company posted $14.75 earnings per share. Alibaba Group’s revenue was up 8.6% compared to the same quarter last year. As a group, sell-side analysts predict that Alibaba Group Holding Limited will post 5.88 earnings per share for the current fiscal year.

Insider Buying and Selling at Alibaba Group

In other Alibaba Group news, General Counsel Siying Yu sold 6,772 shares of Alibaba Group stock in a transaction that occurred on Thursday, June 25th. The shares were sold at an average price of $12.10, for a total value of $81,941.20. Following the transaction, the general counsel owned 607,234 shares in the company, valued at approximately $7,347,531.40. The trade was a 1.10% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Yongming Wu acquired 350,000 shares of the business’s stock in a transaction dated Monday, August 24th. The shares were bought at an average price of $14.24 per share, with a total value of $4,984,000.00. Following the transaction, 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 position. The SEC filing for this purchase provides additional information. Over the last quarter, insiders sold 920,303 shares of company stock valued at $70,796,370. Corporate insiders own 12.50% of the company’s stock.

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.