Alibaba (BABA), the Chinese e-commerce and cloud company, is set to release its Q4 FY26 results on May 13, before the market opens. So far this year, BABA stock has dropped 4% as investors are cautious about heavy AI spending, rising costs, and increasing competition from rivals like PDD Holdings (PDD) and JD.com (JD). In this article, we break down who owns BABA and what it could mean for investors. The company’s ownership structure provides valuable insight into both confidence and caution surrounding Alibaba stock ahead of earnings.
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Who Owns Alibaba Stock?
According to TipRanks’ Ownership Tool, public companies and individual investors own 88.44% of Alibaba. They are followed by insiders, mutual funds, other institutional investors, and ETFs at 7.27%, 2.72%, 1.06%, and 0.50%, respectively.
A significant share of BABA stock is held by public and individual investors, reflecting broad market interest and confidence in the company. However, this can make the stock more sensitive to market sentiment, news, and short-term price swings.
Breaking Down BABA’s Ownership Structure
Looking closely at the top shareholders, Joseph C Tsai owns about a 4.82% stake in BABA stock. Meanwhile, Fang Jiang owns about a 2.20% stake in Alibaba.
Moving to mutual funds, Vanguard Chester Funds holds about 0.47% of Alibaba stock. At the same time, Dodge & Cox Funds owns 0.37% of the company.
On the ETF side, the Xtrackers Artificial Intelligence & Big Data UCITS ETF (XAIX) owns approximately 0.08% of BABA, while the Avantis Emerging Markets Equity ETF (AVEM) holds around 0.07%. These are followed by Global X Artificial Intelligence & Technology ETF (AIQ) at 0.06%.
What to Expect from Alibaba’s Q4 Results
On Wall Street, analysts expect Alibaba to post earnings per share of $0.90 in Q4, down from $1.83 in the year-ago quarter. Meanwhile, revenue is projected at about $36.34 billion, representing a 12% year-over-year increase.
In the previous quarter, the company missed analyst estimates on both earnings and revenue, as rising costs offset strong growth in its AI and cloud business. Alibaba reported earnings of RMB 7.09 per ADS, missing estimates of RMB 10.94, while revenue rose 2% year over year to RMB 284.84 billion, below expectations of RMB 289.3 billion. Meanwhile, adjusted EBITA fell 57% from a year ago due to margin pressure.
Is BABA Stock a Good Buy?
Wall Street remains constructive on the stock. Alibaba carries a Strong Buy consensus rating based on 14 Buy ratings and two Holds over the past three months. The average BABA price target stands at $184.07, suggesting roughly 31% upside from current levels.
