Alibaba Group (NYSE:BABA) Stock: Insider Hong Xu Sells 103,046 Shares

Posted by Brian Himes on Oct 1st, 2026

Alibaba Group Holding Limited (NYSE:BABA – Get Free Report) CFO Hong Xu sold 103,046 shares of Alibaba Group stock in a transaction dated Friday, September 25th. The shares were sold at an average price of $13.68, for a total value of $1,409,669.28. Following the transaction, the chief financial officer directly owned 406,450 shares of the company’s stock, valued at $5,560,236. The trade was a 20.23% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Alibaba Group Trading Down 0.1%

Shares of Alibaba Group stock opened at $107.64 on Thursday. The company’s 50-day moving average price is $117.15 and its 200-day moving average price is $120.67. The company has a current ratio of 1.36, a quick ratio of 1.36 and a debt-to-equity ratio of 0.21. Alibaba Group Holding Limited has a 12-month low of $91.99 and a 12-month high of $192.67. The company has a market cap of $267.54 billion, a price-to-earnings ratio of 26.06, a PEG ratio of 1.44 and a beta of 0.51.

Alibaba Group (NYSE:BABA – Get Free Report) last posted its 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 return on equity of 4.79% and a net margin of 7.00%.The firm had revenue of $39.64 billion for the quarter, compared to the consensus estimate of $39.52 billion. During the same period last year, the company posted $14.75 EPS. The business’s revenue was up 8.6% on a year-over-year basis. On average, equities analysts expect that Alibaba Group Holding Limited will post 5.8 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of brokerages have weighed in on BABA. Sanford C. Bernstein restated an “outperform” rating and issued a $165.00 target price on shares of Alibaba Group in a research note on Monday, September 7th. JPMorgan Chase & Co. boosted their price objective on Alibaba Group from $205.00 to $210.00 and gave the stock an “overweight” rating in a report on Friday, August 21st. Barclays upped their price objective on shares of Alibaba Group from $195.00 to $200.00 and gave the stock an “overweight” rating in a research report on Friday, August 21st. Nomura dropped 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, Susquehanna increased their price target on shares of Alibaba Group from $185.00 to $190.00 and gave the stock a “positive” rating in a report on Friday, August 28th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $187.05.

Check Out Our Latest Stock Report on BABA

Hedge Funds Weigh In On Alibaba Group

Institutional investors have recently modified their holdings of the company. QRG Capital Management Inc. raised its holdings in shares of Alibaba Group by 7.4% during the 2nd quarter. QRG Capital Management Inc. now owns 46,705 shares of the specialty retailer’s stock valued at $4,483,000 after buying an additional 3,236 shares in the last quarter. IPG Investment Advisors LLC boosted its stake in Alibaba Group by 97.8% in the second quarter. IPG Investment Advisors LLC now owns 17,019 shares of the specialty retailer’s stock worth $1,647,000 after buying an additional 8,415 shares in the last quarter. WINTON GROUP Ltd bought a new position in Alibaba Group during the second quarter valued at approximately $1,008,000. NorthRock Partners LLC grew its position in Alibaba Group by 9.9% during the second quarter. NorthRock Partners LLC now owns 3,109 shares of the specialty retailer’s stock valued at $298,000 after acquiring an additional 280 shares during the last quarter. Finally, NewEdge Advisors LLC raised its stake in shares of Alibaba Group by 35.2% during the second quarter. NewEdge Advisors LLC now owns 221,809 shares of the specialty retailer’s stock worth $21,289,000 after acquiring an additional 57,725 shares in the last quarter. 13.47% of the stock is currently owned by institutional investors.

Key Alibaba Group News

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

Positive Sentiment: Alibaba’s cloud and AI businesses are showing encouraging momentum. Cloud revenue and EBITA are accelerating, and potential Chinese approval to purchase Nvidia RTX PRO 5500 chips could improve access to processors for Alibaba Cloud and internal AI projects. The company is also testing an invitation-only VIP membership program on AliExpress to target high-spending customers. Alibaba Nvidia Chip Approval Report
Neutral Sentiment: Analyst sentiment remains generally constructive, with Alibaba carrying a “Moderate Buy” consensus rating and an average price target substantially above its current trading level. However, target reductions and continued uncertainty around execution limit the immediate benefit. Alibaba Analyst Recommendation Report
Neutral Sentiment: Recent insider sales by Alibaba’s CFO, general counsel and another executive were identified as transactions to cover tax withholding on vested equity awards. The sales may attract attention but appear less meaningful as a bearish signal because they represented relatively small portions of holdings. Alibaba Insider Trading Report
Negative Sentiment: AI investment is weighing on cash flow and earnings, while weak international commerce and the company’s previous EPS miss raise concerns about returns on spending. Investors are likely looking for evidence in the next earnings report that cloud growth is translating into sustainable profits. Alibaba AI Spending Analysis
Negative Sentiment: Multiple law firms are publicizing a securities-fraud class action covering purchases from June 26, 2025, through June 24, 2026, with a lead-plaintiff deadline of October 5. The complaints allege misleading disclosures related to a U.S. Department of Defense designation and AI “distillation”; the allegations have not been proven, but the litigation creates headline and potential liability risk. Alibaba Securities Lawsuit Notice

Alibaba Group Company Profile

(Get Free Report)

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

The company’s China commerce businesses include Taobao and Tmall, while its international commerce operations include Alibaba.com, AliExpress, Lazada and Trendyol. Alibaba also provides logistics services through Cainiao, consumer services through platforms such as Ele.me and Freshippo, and digital media and entertainment offerings.

Alibaba Cloud provides cloud computing, data management, artificial intelligence and other technology services to businesses and organizations.