# JD.com, Inc. (JD)

> Source: Nexqual · https://nexqual.com/JD · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, JD.com, Inc. (JD), nexqual.com/JD" · informational, not investment advice.

**Price:** USD 25.68 (-0.43% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 25.79 · day 25.18–25.85 · 52w 24.51–35.06 · market cap $34.7B · NMS

## Key facts
- 5 of 80 tracked superinvestors hold JD (13F, Q2 2026): 1 new, 0 added, 3 reduced, 1 unchanged.
- Analysts: Buy (mean 1.94 on a 1–5 scale) (35 analysts), mean target USD 39.03 (range 25.09–58.24).
- Total return with dividends: 1Y -19.8% vs S&P 500 +14.9%; 5Y -64.7% vs S&P 500 +80.3%.
- Next earnings: 2026-11-12, EPS estimate USD 5.96, revenue estimate $310B.

## Superinvestors (SEC 13F-HR, Q2 2026)
5 of 80 tracked investors hold JD. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Samantha McLemore | Patient Capital Management | 1.17% | $35.1M | Reduced -1.6% |
| Sarah Ketterer | Causeway Capital Management | 0.33% | $30.6M | New position |
| Dodge & Cox Funds | Dodge & Cox | 0.16% | $311M | Unchanged |
| Christopher Davis | Davis Advisors | 0.03% | $7.2M | Reduced -0.1% |
| Chase Coleman | Tiger Global Management | 0.02% | $5.1M | Reduced -41.5% |

## Analysts
Consensus Buy (mean 1.94 on a 1–5 scale), 35 analysts; mean target USD 39.03 (low 25.09, high 58.24).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-14 | Barclays | Target lowered | Overweight | $41 → $38 |
| 2026-10-13 | B of A Securities | Target lowered | Buy | $38 → $37 |
| 2026-08-17 | Susquehanna | Target lowered | Neutral | $35 → $30 |
| 2026-07-15 | Barclays | Target lowered | Overweight | $43 → $41 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | -19.8% | -64.7% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -19.9% | -18.8% |
| Volatility (annualized) | 29.6% | 51.1% |
| Max drawdown | -26.4% (Oct 2025→Mar 2026) | -75.2% (Nov 2021→Jan 2024) |

## Peers (Internet Retail)
SE (Sea Limited) USD 75.69 -2.89% · CPNG (Coupang, Inc.) USD 13.99 +0.87% · EBAY (eBay Inc.) USD 122.04 -0.70% · W (Wayfair Inc.) USD 113.49 +0.16% · DASH (DoorDash, Inc.) USD 185.94 +0.81% · MELI (MercadoLibre, Inc.) USD 1,824.95 -1.61%

## More
Full page: https://nexqual.com/JD · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $5.96 | $6.47 | -7.9% | $309.96B | 19 |
| Next quarter (ends 2026-12-31) | $4.17 | $5.24 | -20.5% | $372.44B | 16 |
| Current fiscal year (ends 2026-12-31) | $21.60 | $22.04 | -2.0% | $1.35T | 29 |
| Next fiscal year (ends 2027-12-31) | $26.94 | $28.77 | -6.4% | $1.42T | 29 |