JD.com
About: JD.com is the third-largest Chinese e-commerce platform by GMV in 2024. it offers a wide selection of authentic products with speedy and reliable delivery. The company has built its own nationwide fulfilment infrastructure and last-mile delivery network, staffed by its own employees, which supports both its online direct sales, its online marketplace and omnichannel businesses.
Employees: 700,000
0
Funds holding %
of 7,323 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
44% more call options, than puts
Call options by funds: $1.99B | Put options by funds: $1.38B
12% more capital invested
Capital invested by funds: $10.2B [Q4 2024] → $11.4B (+$1.22B) [Q1 2025]
7% more repeat investments, than reductions
Existing positions increased: 179 | Existing positions reduced: 168
1% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 93
0.54% less ownership
Funds ownership: 10.26% [Q4 2024] → 9.72% (-0.54%) [Q1 2025]
1% less funds holding
Funds holding: 535 [Q4 2024] → 527 (-8) [Q1 2025]
25% less funds holding in top 10
Funds holding in top 10: 28 [Q4 2024] → 21 (-7) [Q1 2025]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$28
12%
downside
Avg. target
$42
31%
upside
High target
$50
56%
upside
7 analyst ratings
5 positive
71%
2 neutral
29%
0 negative
0%
Benchmark Fawne Jiang | 47%upside $47 | Buy Maintained | 21 Jul 2025 |
B of A Securities Joyce Ju | 16%upside $37 | Buy Maintained | 14 Jul 2025 |
UBS Kenneth Fong | 56%upside $50 | Buy Maintained | 10 Jul 2025 |
Morgan Stanley Eddy Wang | 12%downside $28 | Equal-Weight Maintained | 10 Jul 2025 |
JP Morgan Andre Chang | 31%upside $42 | Overweight Maintained | 27 May 2025 |
Financial journalist opinion
Based on 19 articles about JD published over the past 30 days
Neutral
Zacks Investment Research
17 hours ago
JD.com, Inc. (JD) Registers a Bigger Fall Than the Market: Important Facts to Note
JD.com, Inc. (JD) concluded the recent trading session at $32.23, signifying a -2.98% move from its prior day's close.
Positive
Zacks Investment Research
2 days ago
JD.com, Inc. (JD) is Attracting Investor Attention: Here is What You Should Know
JD.com (JD) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Positive
The Motley Fool
2 days ago
2 High-Yield Dividend Stocks to Buy Now
It's nice to see regular cash deposited in your account. Profitable companies with solid competitive positions in their industry can pay passive income for years, but the best dividend stocks are those with a near-term catalyst or cheap valuation that offer share price upside on top of an above-average yield.
Negative
Fox Business
4 days ago
China's economy is in trouble right now, Gordon Chang says
Gatestone Institute senior fellow Gordon Chang discusses China purchasing Russian oil and the impact of President Donald Trump withdrawing the U.S. from UNESCO.
Positive
Reuters
5 days ago
Ceconomy confirms it is in advanced talks with China's JD.com
German electronics retailer Ceconomy confirmed on Thursday it was in advanced negotiations over a potential takeover by China's JD.com at 4.60 euros per share.
Positive
Zacks Investment Research
1 week ago
Why JD.com, Inc. (JD) Outpaced the Stock Market Today
JD.com, Inc. (JD) closed at $33.88 in the latest trading session, marking a +1.44% move from the prior day.
Neutral
MarketBeat
1 week ago
Is China Investable Again? 2 Stocks Soaring as Tensions Ease
British rock icons Oasis began their long-awaited reunion tour this month, and it's not hard to see parallels between the Gallagher brothers, Liam and Noel, and current China and U.S. trade relations.
Positive
Seeking Alpha
1 week ago
JD.com: Already Great Valuation Could Be Boosted By Catalysts
JD.com is undervalued with a P/E ratio of 8.33, below peers and U.S. counterparts, despite solid revenue growth and profitability. China's government is actively working to spur domestic consumption, which could drive significant upside for JD if successful. Trade negotiations between China and the U.S. appear promising, and a deal could provide a near-term catalyst for JD's stock price.
Positive
Seeking Alpha
1 week ago
JD.com: A 10%+ Shareholder Yield Makes This Too Good To Ignore
JD.com has transformed into a profit machine, with steadily expanding margins and robust free cash flow, despite persistent China-related risks. Shareholder returns are now compelling, with a 10%+ yield through dividends and aggressive buybacks, offering tangible value even if the stock remains undervalued. JD trades at a deep discount, especially when accounting for its massive net cash position, which provides a wide margin of safety.
Neutral
Seeking Alpha
1 week ago
JD.com Has An Involution Problem
JD.com boasts strong finances, solid earnings, and a low valuation, yet its stock price remains depressed due to China's challenging retail environment. Intense price competition and deflation in China are weighing on margins and consumer demand, despite government pledges to address these issues. Beijing is playing the long game, so any policy changes to support consumption and tackle involution may take time to impact JD's performance.
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