RWWM Inc. Has $440.88 Million Position in Alibaba Group Holding Limited $BABA

RWWM Inc. lessened its stake in Alibaba Group Holding Limited (NYSE:BABA) by 3.6% in the 3rd quarter, HoldingsChannel reports. The fund owned 2,466,729 shares of the specialty retailer’s stock after selling 91,123 shares during the quarter. Alibaba Group accounts for about 31.5% of RWWM Inc.’s holdings, making the stock its biggest holding. RWWM Inc.’s holdings in Alibaba Group were worth $440,878,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Verde Servicos Internacionais S.A. grew its stake in Alibaba Group by 6.9% in the second quarter. Verde Servicos Internacionais S.A. now owns 67,773 shares of the specialty retailer’s stock valued at $7,686,000 after acquiring an additional 4,373 shares during the period. NTV Asset Management LLC lifted its holdings in shares of Alibaba Group by 127.4% during the 3rd quarter. NTV Asset Management LLC now owns 15,143 shares of the specialty retailer’s stock valued at $2,707,000 after purchasing an additional 8,484 shares in the last quarter. Marex Group plc bought a new stake in Alibaba Group during the 2nd quarter worth approximately $17,139,000. Y Intercept Hong Kong Ltd raised its holdings in Alibaba Group by 197.0% during the 2nd quarter. Y Intercept Hong Kong Ltd now owns 34,225 shares of the specialty retailer’s stock worth $3,881,000 after buying an additional 22,701 shares during the period. Finally, RD Finance Ltd bought a new position in Alibaba Group in the second quarter valued at approximately $3,408,000. 13.47% of the stock is currently owned by institutional investors and hedge funds.

Alibaba Group Trading Down 2.6%

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

More Alibaba Group News

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?

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on BABA shares. Citigroup raised their price objective on shares of Alibaba Group from $218.00 to $225.00 and gave the stock a “buy” rating in a report on Wednesday, November 26th. Mizuho set a $195.00 price target on Alibaba Group in a report on Wednesday, October 22nd. Nomura increased their price objective on Alibaba Group from $193.00 to $237.00 and gave the stock a “buy” rating in a report on Monday, January 26th. Arete Research upgraded Alibaba Group from a “neutral” rating to a “buy” rating and set a $190.00 target price on the stock in a research note on Wednesday, January 21st. Finally, JPMorgan Chase & Co. decreased their price target on shares of Alibaba Group from $240.00 to $230.00 and set an “overweight” rating for the company in a research note on Wednesday, November 26th. Eighteen investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Alibaba Group currently has an average rating of “Moderate Buy” and an average target price of $195.17.

Alibaba Group Profile

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.