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: 900,000
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
37% more call options, than puts
Call options by funds: $1.51B | Put options by funds: $1.1B
3.44% more ownership
Funds ownership: 9.73% [Q1] → 13.17% (+3.44%) [Q2]
9% more repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 146
14% less funds holding
Funds holding: 530 [Q1] → 458 (-72) [Q2]
33% less funds holding in top 10
Funds holding in top 10: 21 [Q1] → 14 (-7) [Q2]
41% less capital invested
Capital invested by funds: $11.4B [Q1] → $6.77B (-$4.65B) [Q2]
50% less first-time investments, than exits
New positions opened: 67 | Existing positions closed: 133
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Citigroup
Alicia Yap
|
$42
|
Buy
Reinstated
|
11 Aug 2025 |
Benchmark
Fawne Jiang
|
$47
|
Buy
Maintained
|
21 Jul 2025 |
B of A Securities
Joyce Ju
|
$37
|
Buy
Maintained
|
14 Jul 2025 |
UBS
Kenneth Fong
|
$50
|
Buy
Maintained
|
10 Jul 2025 |
Morgan Stanley
Eddy Wang
|
$28
|
Equal-Weight
Maintained
|
10 Jul 2025 |
Financial journalist opinion
Based on 25 articles about JD published over the past 30 days