Rayburn West Financial Services LLC Takes Position in Alibaba Group Holding Limited $BABA

Posted by George Bondi on May 14th, 2026

Rayburn West Financial Services LLC bought a new stake in Alibaba Group Holding Limited (NYSE:BABA – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 3,532 shares of the specialty retailer’s stock, valued at approximately $518,000.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Capital World Investors raised its stake in shares of Alibaba Group by 1,074.9% in the third quarter. Capital World Investors now owns 6,038,318 shares of the specialty retailer’s stock valued at $1,079,229,000 after acquiring an additional 5,524,354 shares during the period. Fisher Asset Management LLC increased its stake in Alibaba Group by 0.5% in the 3rd quarter. Fisher Asset Management LLC now owns 5,293,597 shares of the specialty retailer’s stock worth $946,125,000 after buying an additional 26,156 shares during the period. American Century Companies Inc. increased its stake in Alibaba Group by 17.7% in the 3rd quarter. American Century Companies Inc. now owns 2,987,539 shares of the specialty retailer’s stock worth $533,964,000 after buying an additional 448,484 shares during the period. Dimensional Fund Advisors LP increased its stake in Alibaba Group by 8.9% in the 3rd quarter. Dimensional Fund Advisors LP now owns 2,028,659 shares of the specialty retailer’s stock worth $362,582,000 after buying an additional 166,134 shares during the period. Finally, Coatue Management LLC increased its stake in Alibaba Group by 130.1% in the 3rd quarter. Coatue Management LLC now owns 1,996,593 shares of the specialty retailer’s stock worth $356,851,000 after buying an additional 1,128,826 shares during the period. Hedge funds and other institutional investors own 13.47% of the company’s stock.

Alibaba Group Stock Up 8.1%

Shares of Alibaba Group stock opened at $145.69 on Thursday. The company has a debt-to-equity ratio of 0.22, a current ratio of 1.33 and a quick ratio of 1.33. Alibaba Group Holding Limited has a 1 year low of $103.71 and a 1 year high of $192.67. The firm’s 50-day moving average is $131.54 and its two-hundred day moving average is $149.73. The stock has a market cap of $349.53 billion, a price-to-earnings ratio of 27.49, a PEG ratio of 2.33 and a beta of 0.50.

Alibaba Group (NYSE:BABA – Get Free Report) last issued its earnings results on Tuesday, March 31st. The specialty retailer reported $0.01 earnings per share (EPS) for the quarter. Alibaba Group had a net margin of 9.12% and a return on equity of 7.43%. The company had revenue of $35.30 billion for the quarter. As a group, research analysts expect that Alibaba Group Holding Limited will post 4.32 earnings per share for the current fiscal year.

Alibaba Group Dividend Announcement

The firm also recently announced an annual dividend, which will be paid on Monday, July 13th. Shareholders of record on Thursday, June 11th will be issued a dividend of $1.05 per share. This represents a yield of 72.0%. The ex-dividend date is Thursday, June 11th. Alibaba Group’s dividend payout ratio is presently 17.92%.

Key Alibaba Group News

Here are the key news stories impacting Alibaba Group this week:

Positive Sentiment: Alibaba said revenue from its Cloud Intelligence Group jumped 38% in the latest quarter, with AI demand driving stronger growth and helping offset slower e-commerce trends. China’s Alibaba reports 38% jump in AI and cloud revenue as it races to grow
Positive Sentiment: Several reports said the stock surged after the earnings release because investors are rewarding Alibaba’s AI and cloud momentum, which appears to be outweighing near-term profit pressure. Alibaba Stock (BABA) Jumps 8% Despite Q4 Earnings Miss — What’s Driving the Rally?
Positive Sentiment: Alibaba also declared an annual dividend, which can support investor sentiment by returning cash to shareholders. Alibaba Declares Final Cash Dividend for FY2026 on Hong Kong Shares
Neutral Sentiment: There is also broader market attention on Alibaba ahead of the Trump-Xi summit, with some commentary noting Chinese tech stocks have rallied on hopes of improved U.S.-China relations, though that is more of a sentiment driver than a fundamental catalyst. Alibaba, Tencent Surge: 3 Top Asian Tech Stocks For Trump-Xi Summit
Negative Sentiment: Alibaba’s quarterly earnings were mixed overall: revenue rose only about 3%, profit fell sharply, and the company missed analyst estimates, reflecting heavy spending on AI and e-commerce competition. Alibaba quarterly revenue rises 3%, missing estimates
Negative Sentiment: Reports emphasized that Alibaba’s core profitability plunged as investment in AI, cloud, and delivery services weighed on margins, which may limit upside if investors turn back to fundamentals. Alibaba’s core profit plunges 84% even as AI and cloud growth accelerate

Analysts Set New Price Targets

Several research analysts recently commented on the stock. Freedom Capital raised shares of Alibaba Group from a “hold” rating to a “strong-buy” rating in a research note on Friday, April 24th. Nomura raised their price target on shares of Alibaba Group from $193.00 to $237.00 and gave the stock a “buy” rating in a research note on Monday, January 26th. Robert W. Baird reduced their price target on shares of Alibaba Group from $174.00 to $164.00 and set an “outperform” rating on the stock in a research note on Friday, March 20th. Barclays reduced their price target on shares of Alibaba Group from $190.00 to $186.00 and set an “overweight” rating on the stock in a research note on Tuesday, April 14th. Finally, Weiss Ratings downgraded shares of Alibaba Group from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, February 27th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $188.75.

Get Our Latest Research Report on Alibaba Group

Alibaba Group Company Profile

(Free Report)

Alibaba Group Holding Limited is a Chinese multinational conglomerate founded in 1999 in Hangzhou, China, by Jack Ma and a group of co‑founders. The company built its business around internet-based commerce and related services and has grown into one of the largest e-commerce and technology companies in the world. Alibaba completed a high‑profile initial public offering on the New York Stock Exchange in 2014.

The company operates a portfolio of online marketplaces and platforms serving different customer segments: Alibaba.com for global and domestic B2B trade, Taobao for consumer-to-consumer shopping, and Tmall for brand and retailer storefronts targeted at Chinese consumers.