Market Cap
$35.8B
JD
JD.com, Inc.
$25.71 ▼ -2.50%
Prev close $26.37Market cap$35.8B
ConsensusStrong Buy
12-mo target$39.47 (+53.5%)
▲ Bullish
Analyst conviction 9/10
High Impact Filing (7/10)37 New Institutional Positions13 Institutional ExitsCongressional Activity (1) E-commerce & Platforms
Snapshot
The big-picture read on JD right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (87%)
Inst. Holders
50 funds
Inst. Value
$4.8B
Inst. Activity
37 buys / 13 sells
Social Sentiment
54° Neutral
SEC Reports
9
Press Releases
2
Congressional
1 trades
Price chart 30d -7.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: JD — 55.3% short (0.9M / 1.7M)
Short: 916,342 | Exempt: 510 | TRF Vol: 1,657,204 | Short Ratio: 55.3% | Off-exchange volume (dark p
Sep 23, 2026 Insider
Li Carol Yun Yau acquired via exercise 9,329 shares
Director
Sep 23, 2026 Insider
Li Carol Yun Yau acquired via exercise 18,658 shares
Director
Aug 14, 2026 Insider
Aug 13, 2026 SEC Yu Jennifer Ngar-Wing acquired via exercise 6,950 shares
Director
JD.com reported Q2 2026 results with a 2.9% YoY revenue decline to RMB346.4B, but a sharp profit inflection: GAAP operat
6-K — Impact 6/10
JD.com reported Q2 2026 revenue of RMB346.4B ($51.1B), down 2.9% YoY, a miss vs consensus of RMB342.67B. However, GAAP d
PRESS-RELEASE — Impact 7/10
Aug 11, 2026 Congress
Jul 31, 2026 SEC Cory Booker sell
$1,001 - $15,000 — Senate
JD.com filed a Form 6-K announcing that its board of directors will meet on August 13, 2026 to approve the unaudited int
6-K — Impact 2/10
Analyst ratings buy % -2.2%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
87% rate it Buy or better · 31 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 17, 2026 | Susquehanna | MAINTAIN | Neutral | 56% |
| Jul 15, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jun 24, 2026 | Daiwa Capital | DOWNGRADE | Hold | 52% |
| Jun 23, 2026 | Daiwa Capital | DOWNGRADE | Hold | 52% |
| May 14, 2026 | Susquehanna | MAINTAIN | Neutral | 56% |
| May 14, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| May 13, 2026 | Bernstein | MAINTAIN | Outperform | 51% |
| May 13, 2026 | Benchmark | MAINTAIN | Buy | 54% |
| Apr 16, 2026 | Bernstein | MAINTAIN | Outperform | 51% |
| Apr 15, 2026 | Barclays | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 19 | 3 | 0 | 1 | 87% | |
| Aug 1, 2026 | 8 | 19 | 3 | 0 | 1 | 87% | |
| Jul 1, 2026 | 9 | 18 | 3 | 0 | 1 | 87% | |
| Jun 1, 2026 | 10 | 18 | 2 | 0 | 1 | 90% | |
| May 1, 2026 | 10 | 20 | 2 | 0 | 1 | 91% | |
| Apr 1, 2026 | 9 | 19 | 3 | 0 | 1 | 88% | |
| Mar 1, 2026 | 10 | 18 | 3 | 0 | 1 | 88% | |
| Feb 1, 2026 | 10 | 18 | 3 | 0 | 1 | 88% |
Price targets
Where 35 covering analysts think JD trades over the next 12 months.
$39.47 +53.5% upside Strong Buy
Current$25.71 Low$25.17 Median$39.27 High$53.36 35 analysts
$25.17$53.36
Analyst rating Strong Buy· 1.5/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
54°
Neutral
BearishNeutralBullish
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
9 SEC filing reports analyzed · 1 bullish, 1 bearish, 2 mixed, 5 neutral · avg impact 4.0/10.Plus 2 press releases.
MIXED6-K6/10
JD.com reported Q2 2026 results with a 2.9% YoY revenue decline to RMB346.4B, but a sharp profit inf
Aug 13, 2026
BULLISHPRESS-RELEASE7/10
JD.com reported Q2 2026 revenue of RMB346.4B ($51.1B), down 2.9% YoY, a miss vs consensus of RMB342.
Aug 13, 2026
NEUTRAL6-K2/10
JD.com filed a Form 6-K announcing that its board of directors will meet on August 13, 2026 to appro
Jul 31, 2026
NEUTRALPRESS-RELEASE2/10
JD.com announced it will release Q2 2026 financial results on August 13, 2026, before market open, w
Jul 31, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: JD — 55.3% short (0.9M / 1.7M)
Short: 916,342 | Exempt: 510 | TRF Vol: 1,657,204 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)
Sep 11, 2026
short_volume
Short Volume: JD — 58.7% short (0.9M / 1.5M)
Short: 904,923 | Exempt: 1,088 | TRF Vol: 1,541,436 | Short Ratio: 58.7% | Off-exchange volume (dark pool + OTC)
Sep 10, 2026
short_volume
Short Volume: JD — 56.1% short (1.4M / 2.4M)
Short: 1,360,624 | Exempt: 39,916 | TRF Vol: 2,423,350 | Short Ratio: 56.1% | Off-exchange volume (dark pool + OTC)
Sep 9, 2026
short_volume
Short Volume: JD — 70.0% short (2.8M / 4.0M)
Short: 2,801,266 | Exempt: 57 | TRF Vol: 4,001,798 | Short Ratio: 70.0% | Off-exchange volume (dark pool + OTC)
Sep 9, 2026
ftd
FTD: JD — 23,874 shares ($0.7M) failed to deliver
Settlement: 20260909, Price: $27.68, FTD Value: $660,832.32, JD COM INC SPON ADS REPSTG COM
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $6.50 | $5.86–$7.87 | 74.4% | -0.0% | 7↑ 6↓ | $312.3B | 18 |
| Next Q | $4.72 | $2.63–$6.94 | 727.8% | +0.1% | 4↑ 8↓ | $379.9B | 15 |
| Current FY | $22.41 | $18.46–$26.27 | 25.8% | -1.0% | 15↑ 8↓ | $1356.7B | 29 |
| Next FY | $28.11 | $18.26–$33.31 | 25.4% | -0.6% | 8↑ 17↓ | $1435.9B | 29 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $6.504 | — |
| 7d ago | $6.504 | — |
| 30d ago | $6.506 | -0.002 |
| 60d ago | $6.473 | +0.031 |
| 90d ago | $6.533 | -0.029 |
Institutional ownership
Which big funds own JD (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $4.8B total value (184,808,255 shares) as of 2026-Q2. Top holders: FIL, SUSQUEHANNA, DODGE. Net buying activity: 37 institutions added/increased vs 13 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| FIL Ltd | 13,727,000 | $349.8M | 7.3% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,482,900 | $343.5M | 7.2% | NEAR_EXIT -92.7% |
| DODGE & COX | 12,194,648 | $310.7M | 6.5% | — |
| Newlands Management Operations LLC | 11,693,590 | $298.0M | 6.2% | — |
| FRANKLIN RESOURCES INC | 10,829,593 | $275.9M | 5.8% | — |
| Robeco Institutional Asset Management B.V. | 8,121,456 | $206.9M | 4.3% | ADD +52.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,442,500 | $189.6M | 4.0% | NEAR_EXIT -92.7% |
| UBS Group AG | 7,431,020 | $189.3M | 3.9% | ADD +52.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6,222,656 | $158.6M | 3.3% | — |
| MORGAN STANLEY | 6,060,284 | $154.4M | 3.2% | ADD +39.8% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Robeco Institutional Asset Management B.V. | ADD | 5,316,847 | 8,121,456 | +52.7% | $206.9M |
| MORGAN STANLEY | ADD | 4,334,369 | 6,060,284 | +39.8% | $154.4M |
| UBS Group AG | ADD | 3,125,696 | 4,758,198 | +52.2% | $121.2M |
| GOLDMAN SACHS GROUP INC | ADD | 2,320,597 | 3,402,739 | +46.6% | $86.7M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | DOUBLED | 906,394 | 3,109,721 | +243.1% | $79.2M |
| BANK OF AMERICA CORP /DE/ | TRIM | 4,998,428 | 2,692,829 | -46.1% | $68.6M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | NEW | — | 2,398,719 | — | $61.1M |
| GQG Partners LLC | NEW | — | 2,304,023 | — | $58.7M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | NEW | — | 2,293,312 | — | $58.4M |
| BARCLAYS PLC | DOUBLED | 740,744 | 1,870,470 | +152.5% | $47.7M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
11 insiders, 40 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 23, 2026 | Li Carol Yun Yau | Director | EXERCISE | 9,329 | — | — |
| Sep 23, 2026 | Li Carol Yun Yau | Director | EXERCISE | 18,658 | — | — |
| Aug 14, 2026 | Yu Jennifer Ngar-Wing | Director | EXERCISE | 6,950 | — | — |
| Aug 14, 2026 | Ding Kun | Director | EXERCISE | 6,950 | — | — |
| Aug 14, 2026 | Yu Jennifer Ngar-Wing | Director | EXERCISE | 13,900 | — | — |
| Aug 14, 2026 | Ding Kun | Director | EXERCISE | 13,900 | — | — |
| Jul 2, 2026 | Shan Su | Chief Financial Officer | TAX W/H | 574 | $26.46 | $15.2K |
| Jul 2, 2026 | Xu Ran | Chief Executive Officer | TAX W/H | 1,148 | $26.46 | $30.4K |
| Jul 1, 2026 | Shan Su | Chief Financial Officer | EXERCISE | 2,500 | — | — |
| Jul 1, 2026 | Xu Ran | Chief Executive Officer | EXERCISE | 2,500 | — | — |
Congressional trades
JD trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 11, 2026 | Cory Booker | D | SENATE | SELL | $1,001 - $15,000 | JD.com Inc | Sep 9, 2026(30d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for JD.
Shares short
23,784,747
Settlement Sep 15, 2026
Change vs prior
-0.8%
Semi-monthly cycle
Days to cover
4.0
At avg daily volume
Of shares outstanding
≈1.8%
Estimate — not % of float
All JD filing & press-release reports (11)
- 6-K reportAug 13, 2026
- PRESS-RELEASE reportAug 13, 2026
- 6-K reportJul 31, 2026
- PRESS-RELEASE reportJul 31, 2026
- INST-CLUSTER reportJun 11, 2026
- 6-K reportJun 5, 2026
- PRESS-RELEASE reportMay 12, 2026
- PRESS-RELEASE reportApr 28, 2026
- PRESS-RELEASE reportApr 16, 2026
- PRESS-RELEASE reportMar 5, 2026
- INST-CLUSTER reportFeb 28, 2026