Market Cap
$6.0B
VIPS
Vipshop Holdings Ltd
$12.23 ▼ -1.65%
Prev close $12.44Market cap$6.0B
ConsensusHold
12-mo target$16.71 (+36.6%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (2 insiders)22 New Institutional Positions21 Institutional Exits Consumer & Retail
Snapshot
The big-picture read on VIPS right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Buy (59%)
Inst. Holders
50 funds
Inst. Value
$2.3B
Inst. Activity
22 buys / 21 sells
Insider Activity
$0.00 buy / $786.0K sell
Insider Net $
-$786.0K
SEC Reports
8
Price chart 30d -6.0%
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
Sep 10, 2026 SEC Short Volume: VIPS — 67.4% short (0.4M / 0.6M)
Short: 410,417 | Exempt: 35 | TRF Vol: 609,005 | Short Ratio: 67.4% | Off-exchange volume (dark pool
CFO Wang Yuhua and Director Yang Donghao sold a combined $193K in open-market sales on September 8, 2026. The total valu
CLUSTER — Impact 2/10
Sep 8, 2026 Insider
Wang Yuhua sold 2,499 shares
Chief Financial Officer @ $64.95 ($162.3K)
Sep 8, 2026 Insider
Aug 25, 2026 SEC Yang Donghao sold 479 shares
Director @ $64.80 ($31.0K)
Vipshop reported Q2 2026 results with total net revenues declining 4.3% YoY to RMB24.7B, GMV down 1.6%, and GAAP net inc
6-K — Impact 6/10
Vipshop reported Q2 2026 revenue of RMB24.7B, down 4.3% YoY and below the RMB24.88B consensus. GAAP net income surged 18
PRESS-RELEASE — Impact 6/10
Jul 7, 2026 Insider
Li Tianmin sold 2,518 shares
Chief Technology Officer @ $67.45 ($169.8K)
Jun 30, 2026 Inst.
Orbis Allan Gray Ltd — TRIM
3,594,710 shares ($47.7M)
Analyst ratings buy % +13.5%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
59% rate it Buy or better · 27 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Sep 10, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 27, 2026 | Barclays | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 11 | 11 | 0 | 0 | 59% | |
| Aug 1, 2026 | 4 | 13 | 10 | 0 | 0 | 63% | |
| Jul 1, 2026 | 4 | 13 | 10 | 0 | 0 | 63% | |
| Jun 1, 2026 | 4 | 12 | 10 | 0 | 0 | 62% | |
| May 1, 2026 | 5 | 11 | 11 | 0 | 0 | 59% | |
| Apr 1, 2026 | 4 | 12 | 11 | 0 | 0 | 59% | |
| Mar 1, 2026 | 4 | 12 | 11 | 0 | 0 | 59% | |
| Feb 1, 2026 | 5 | 10 | 12 | 0 | 0 | 56% |
Price targets
Where 20 covering analysts think VIPS trades over the next 12 months.
$16.71 +36.6% upside Strong Buy
Current$12.24 Low$12.83 Median$16.30 High$22.07 20 analysts
$12.83$22.07
Analyst rating Buy· 2.2/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
8 SEC filing reports analyzed · 1 bullish, 4 bearish, 1 mixed, 2 neutral · avg impact 4.6/10.
NEUTRALCLUSTER2/10
CFO Wang Yuhua and Director Yang Donghao sold a combined $193K in open-market sales on September 8,
Sep 10, 2026
BEARISH6-K6/10
Vipshop reported Q2 2026 results with total net revenues declining 4.3% YoY to RMB24.7B, GMV down 1.
Aug 25, 2026
BEARISHPRESS-RELEASE6/10
Vipshop reported Q2 2026 revenue of RMB24.7B, down 4.3% YoY and below the RMB24.88B consensus. GAAP
Aug 25, 2026
BULLISHPRESS-RELEASE6/10
Vipshop Holdings reported Q1 2026 EPS of $4.68, beating consensus of $3.94 by 18.8%, with revenue of
Aug 17, 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: VIPS — 67.4% short (0.4M / 0.6M)
Short: 410,417 | Exempt: 35 | TRF Vol: 609,005 | Short Ratio: 67.4% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
short_volume
Short Volume: VIPS — 58.0% short (0.3M / 0.6M)
Short: 330,724 | Exempt: 0 | TRF Vol: 570,339 | Short Ratio: 58.0% | Off-exchange volume (dark pool + OTC)
Aug 31, 2026
short_volume
Short Volume: VIPS — 62.9% short (0.4M / 0.7M)
Short: 443,990 | Exempt: 0 | TRF Vol: 705,741 | Short Ratio: 62.9% | Off-exchange volume (dark pool + OTC)
Aug 27, 2026
short_volume
Short Volume: VIPS — 60.2% short (0.5M / 0.8M)
Short: 505,805 | Exempt: 1 | TRF Vol: 840,558 | Short Ratio: 60.2% | Off-exchange volume (dark pool + OTC)
Aug 25, 2026
earnings
Vipshop Reports Unaudited Second Quarter 2026 Financial Results
Conference Call to Be Held at 7:30 A.M. U.S. Eastern Time on August 25, 2026 GUANGZHOU, China, Aug. 25, 2026 /PRNewswire/ -- Vipshop Holdings Limited
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 | $2.74 | $2.60–$2.89 | -8.0% | +2.3% | 0↑ 5↓ | $20.5B | 7 |
| Next Q | $5.34 | $4.85–$5.87 | -5.6% | +2.2% | 0↑ 5↓ | $31.6B | 6 |
| Current FY | $13.38 | $12.58–$14.20 | -21.7% | +0.5% | 0↑ 13↓ | $103.3B | 16 |
| Next FY | $16.86 | $14.81–$19.99 | 26.1% | +0.2% | 1↑ 13↓ | $104.1B | 16 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.742 | — |
| 7d ago | $2.708 | +0.034 |
| 30d ago | $2.682 | +0.060 |
| 60d ago | $3.223 | -0.481 |
| 90d ago | $3.223 | -0.481 |
Institutional ownership
Which big funds own VIPS (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.3B total value (170,719,573 shares) as of 2026-Q2. Top holders: FIL, BlackRock,, Invesco. Net buying activity: 22 institutions added/increased vs 21 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| FIL Ltd | 26,073,132 | $345.7M | 15.3% | ADD +31.8% |
| BlackRock, Inc. | 19,056,243 | $252.7M | 11.2% | — |
| Invesco Ltd. | 18,545,001 | $245.9M | 10.9% | — |
| Robeco Institutional Asset Management B.V. | 13,674,611 | $181.3M | 8.0% | — |
| DIMENSIONAL FUND ADVISORS LP | 8,246,644 | $109.3M | 4.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,805,552 | $90.2M | 4.0% | — |
| STATE STREET CORP | 6,728,486 | $89.2M | 3.9% | — |
| Allianz Asset Management GmbH | 3,683,416 | $48.8M | 2.2% | — |
| Orbis Allan Gray Ltd | 3,594,710 | $47.7M | 2.1% | TRIM -31.1% |
| AMERICAN CENTURY COMPANIES INC | 3,186,439 | $42.3M | 1.9% | ADD +26.0% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Orbis Allan Gray Ltd | TRIM | 5,217,165 | 3,594,710 | -31.1% | $47.7M |
| D. E. Shaw & Co., Inc. | ADD | 1,744,496 | 2,958,115 | +69.6% | $39.2M |
| JUPITER ASSET MANAGEMENT LTD | DOUBLED | 535,000 | 2,943,800 | +450.2% | $39.0M |
| NORGES BANK | NEW | — | 1,574,772 | — | $20.9M |
| UBS Group AG | NEAR_EXIT | 5,927,858 | 1,458,281 | -75.4% | $19.3M |
| CITADEL ADVISORS LLC | DOUBLED | 291,416 | 1,366,112 | +368.8% | $18.1M |
| LAZARD ASSET MANAGEMENT LLC | ADD | 970,371 | 1,301,906 | +34.2% | $17.3M |
| Grantham, Mayo, Van Otterloo & Co. LLC | TRIM | 1,562,672 | 1,102,872 | -29.4% | $14.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | TRIM | 1,097,304 | 630,826 | -42.5% | $8.4M |
| Vinva Investment Management Ltd | DOUBLED | 206,006 | 495,682 | +140.6% | $6.4M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
4 insiders, 8 transactions. Net -$786.0K — $0.00 bought, $786.0K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 8, 2026 | Wang Yuhua | Chief Financial Officer | SELL | 2,499 | $64.95 | $162.3K |
| Sep 8, 2026 | Yang Donghao | Director | SELL | 479 | $64.80 | $31.0K |
| Jul 7, 2026 | Li Tianmin | Chief Technology Officer | SELL | 2,518 | $67.45 | $169.8K |
| Jul 7, 2026 | Liu Chun | Director | SELL | 174 | $67.31 | $11.7K |
| Jun 9, 2026 | Yang Donghao | Director | SELL | 397 | $69.30 | $27.5K |
| Jun 9, 2026 | Wang Yuhua | Chief Financial Officer | SELL | 2,589 | $69.12 | $178.9K |
| Apr 8, 2026 | Liu Chun | Director | SELL | 145 | $77.88 | $11.3K |
| Apr 8, 2026 | Li Tianmin | Chief Technology Officer | SELL | 2,482 | $77.88 | $193.3K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for VIPS.
Shares short
5,886,325
Settlement Sep 15, 2026
Change vs prior
-0.5%
Semi-monthly cycle
Days to cover
1.8
At avg daily volume
Of shares outstanding
≈1.2%
Estimate — not % of float
All VIPS filing & press-release reports (8)
- CLUSTER reportSep 10, 2026
- 6-K reportAug 25, 2026
- PRESS-RELEASE reportAug 25, 2026
- PRESS-RELEASE reportAug 17, 2026
- CLUSTER reportJul 9, 2026
- INST-CLUSTER reportJun 11, 2026
- 6-K reportMay 21, 2026
- CLUSTER reportApr 13, 2026