Banco Santander S.A. Cuts Stock Holdings in Alibaba Group Holding Limited $BABA

Banco Santander S.A. trimmed its stake in Alibaba Group Holding Limited (NYSE:BABA) by 15.7% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 35,175 shares of the specialty retailer’s stock after selling 6,543 shares during the period. Banco Santander S.A.’s holdings in Alibaba Group were worth $6,287,000 as of its most recent SEC filing.

Several other hedge funds have also bought and sold shares of the stock. Artisan Partners Limited Partnership bought a new position in shares of Alibaba Group in the 3rd quarter worth $290,208,000. Xponance Inc. increased its stake in Alibaba Group by 10.1% in the third quarter. Xponance Inc. now owns 4,783 shares of the specialty retailer’s stock valued at $855,000 after acquiring an additional 437 shares during the last quarter. Integrated Advisors Network LLC raised its position in Alibaba Group by 31.8% during the third quarter. Integrated Advisors Network LLC now owns 7,661 shares of the specialty retailer’s stock valued at $1,369,000 after purchasing an additional 1,848 shares in the last quarter. Choreo LLC lifted its stake in Alibaba Group by 17.4% during the third quarter. Choreo LLC now owns 7,233 shares of the specialty retailer’s stock worth $1,293,000 after purchasing an additional 1,072 shares during the last quarter. Finally, Weaver Consulting Group purchased a new position in shares of Alibaba Group in the 3rd quarter worth about $204,000. 13.47% of the stock is currently owned by institutional investors.

Alibaba Group Price Performance

Shares of Alibaba Group stock opened at $144.08 on Friday. The company’s fifty day simple moving average is $159.12 and its two-hundred day simple moving average is $157.30. Alibaba Group Holding Limited has a 12-month low of $95.73 and a 12-month high of $192.67. The firm has a market cap of $343.98 billion, a PE ratio of 19.90, a price-to-earnings-growth ratio of 3.24 and a beta of 0.39. The company has a quick ratio of 1.46, a current ratio of 1.46 and a debt-to-equity ratio of 0.23.

Alibaba Group (NYSE:BABA) last issued its quarterly earnings data on Tuesday, November 25th. The specialty retailer reported $0.61 EPS for the quarter, missing the consensus estimate of $0.66 by ($0.05). Alibaba Group had a net margin of 12.38% and a return on equity of 10.51%. The firm had revenue of $34.80 billion for the quarter, compared to the consensus estimate of $41.80 billion. During the same period last year, the company posted $2.15 earnings per share. The business’s revenue was up 9% on a year-over-year basis. As a group, equities analysts expect that Alibaba Group Holding Limited will post 7.86 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on the company. Arete Research raised Alibaba Group from a “neutral” rating to a “buy” rating and set a $190.00 price objective on the stock in a report on Wednesday, January 21st. Wall Street Zen downgraded shares of Alibaba Group from a “hold” rating to a “sell” rating in a research note on Friday, November 28th. Citigroup upped their price objective on shares of Alibaba Group from $218.00 to $225.00 and gave the company a “buy” rating in a research note on Wednesday, November 26th. Morgan Stanley decreased their target price on shares of Alibaba Group from $200.00 to $180.00 and set an “overweight” rating on the stock in a research report on Thursday, January 8th. Finally, Loop Capital set a $140.00 price target on shares of Alibaba Group in a research note on Tuesday, January 6th. Seventeen analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $195.17.

Key Alibaba Group News

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

• Positive Sentiment: Alibaba Cloud deployed tech for the Milano Cortina 2026 Olympics, highlighting enterprise demand and a sustainability/efficiency story that supports cloud revenue growth. Read More.
• Positive Sentiment: Market commentary notes Alibaba’s AI push (Qwen 3.5) and positioning as an Asian cloud/AI infrastructure player; that narrative is a key medium-term catalyst ahead of the March 5 fiscal Q3 earnings report. Read More.
• Positive Sentiment: Analyst/retail attention is rising — Benzinga and Zacks flagged Alibaba among oversold/monitored consumer/tech names, indicating potential buying interest if earnings or AI/cloud execution surprises to the upside. Read More. Read More.
• Neutral Sentiment: Alibaba introduced bundled pricing for multiple AI models under one plan — a competitive move that may boost adoption but could pressure near-term pricing/ARPU; impact depends on uptake and margin mix. Read More.
• Neutral Sentiment: Recent analyst pieces reassessing valuation note an 11% one‑month slide and attractive longer‑term multiples (P/E ~20), making BABA a value/earnings play but keeping focus on near‑term execution. Read More.
• Negative Sentiment: Political/legal uncertainty is still driving volatility: the Supreme Court ruling removed the worst‑case IEEPA tariff risk but headlines about a possible “Plan B” (e.g., a 15% global tariff) have triggered a whipsaw — investors appear to be trimming positions into earnings, driving today’s weakness.

About Alibaba Group

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.