eBay Inc. $EBAY Stock Holdings Lifted by National Pension Service

National Pension Service raised its position in eBay Inc. (NASDAQ:EBAY) by 4.0% during the fourth quarter, HoldingsChannel.com reports. The firm owned 1,009,553 shares of the e-commerce company’s stock after buying an additional 38,665 shares during the quarter. National Pension Service’s holdings in eBay were worth $87,932,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. Vanguard Group Inc. grew its stake in eBay by 0.8% in the fourth quarter. Vanguard Group Inc. now owns 57,613,332 shares of the e-commerce company’s stock valued at $5,018,121,000 after purchasing an additional 468,833 shares in the last quarter. First Trust Advisors LP grew its stake in eBay by 27.8% in the third quarter. First Trust Advisors LP now owns 8,309,698 shares of the e-commerce company’s stock valued at $755,767,000 after purchasing an additional 1,808,976 shares in the last quarter. Legal & General Group Plc grew its stake in eBay by 2.8% in the third quarter. Legal & General Group Plc now owns 5,263,191 shares of the e-commerce company’s stock valued at $478,687,000 after purchasing an additional 141,057 shares in the last quarter. Impax Asset Management Group plc grew its stake in eBay by 11.4% in the fourth quarter. Impax Asset Management Group plc now owns 3,134,733 shares of the e-commerce company’s stock valued at $273,035,000 after purchasing an additional 321,732 shares in the last quarter. Finally, Robeco Institutional Asset Management B.V. grew its stake in eBay by 4.0% in the fourth quarter. Robeco Institutional Asset Management B.V. now owns 2,931,042 shares of the e-commerce company’s stock valued at $255,294,000 after purchasing an additional 113,553 shares in the last quarter. Hedge funds and other institutional investors own 87.48% of the company’s stock.

Trending Headlines about eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Investor interest remains supported by eBay’s recent earnings beat and solid revenue growth, with the company posting better-than-expected Q1 results and giving Q2 guidance that suggests continued profitability. eBay (EBAY) Up 8.4% Since Last Earnings Report: Can It Continue?
• Positive Sentiment: GameStop’s increased stake and continued takeover-related attention have kept eBay in the spotlight, which can support the share price if investors believe a higher bid or strategic outcome remains possible. GameStop Raises eBay Stake in Takeover Fight
• Neutral Sentiment: Market commentary around eBay’s governance and activism story has kept the stock in focus, but the forum discussion appears more informational than a direct operational catalyst. Highlights: GameStop & eBay – Activism: Governance from Investor & Board Perspectives
• Neutral Sentiment: Analysts still see eBay as a “Hold” overall, with some price targets above current levels but little consensus for a major re-rating yet. eBay Inc. (NASDAQ:EBAY) Given Consensus Rating of “Hold” by Brokerages
• Negative Sentiment: The stock is under pressure from its ex-dividend date, which often causes a mechanical price reset and can weigh on near-term trading. eBay shares fall as stock trades ex-dividend and GameStop-bid premium continues to unwind
• Negative Sentiment: Insider selling, including a recent sale by SVP Mazen Rawashdeh, may be adding to investor caution even though the transaction was made under a pre-arranged trading plan. SEC Form 4 filing

eBay Trading Down 2.6%

eBay stock opened at $109.27 on Friday. The business has a 50 day moving average price of $102.64 and a two-hundred day moving average price of $92.64. The company has a quick ratio of 1.22, a current ratio of 1.22 and a debt-to-equity ratio of 1.36. The stock has a market cap of $48.52 billion, a price-to-earnings ratio of 24.78, a price-to-earnings-growth ratio of 2.49 and a beta of 1.39. eBay Inc. has a 12 month low of $72.12 and a 12 month high of $119.31.

eBay (NASDAQ:EBAY) last posted its quarterly earnings results on Wednesday, April 29th. The e-commerce company reported $1.66 EPS for the quarter, beating the consensus estimate of $1.58 by $0.08. The firm had revenue of $3.09 billion during the quarter, compared to analysts’ expectations of $3.04 billion. eBay had a return on equity of 46.11% and a net margin of 17.58%.The company’s revenue for the quarter was up 19.5% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.38 EPS. eBay has set its Q2 2026 guidance at 1.090-1.140 EPS. As a group, equities analysts forecast that eBay Inc. will post 4.83 EPS for the current year.

eBay Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, June 12th. Shareholders of record on Friday, May 29th will be issued a $0.31 dividend. The ex-dividend date of this dividend is Friday, May 29th. This represents a $1.24 annualized dividend and a yield of 1.1%. eBay’s dividend payout ratio is 28.12%.

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on EBAY. Benchmark upped their price target on eBay from $110.00 to $115.00 and gave the stock a “buy” rating in a research note on Thursday, February 19th. Rothschild & Co Redburn upped their price target on eBay from $100.00 to $115.00 and gave the stock a “neutral” rating in a research note on Wednesday, May 13th. TD Cowen upped their price target on eBay from $87.00 to $88.00 and gave the stock a “hold” rating in a research note on Friday, May 1st. Cantor Fitzgerald upped their price target on eBay from $100.00 to $110.00 and gave the stock a “neutral” rating in a research note on Thursday, April 30th. Finally, President Capital upped their price target on eBay from $94.00 to $102.00 and gave the stock a “buy” rating in a research note on Tuesday, March 31st. Thirteen research analysts have rated the stock with a Buy rating, nineteen have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $107.84.

Insider Transactions at eBay

In other eBay news, CEO Jamie Iannone sold 21,000 shares of the company’s stock in a transaction that occurred on Monday, April 6th. The stock was sold at an average price of $97.37, for a total value of $2,044,770.00. Following the completion of the transaction, the chief executive officer owned 352,653 shares of the company’s stock, valued at $34,337,822.61. This represents a 5.62% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Cornelius Boone sold 16,685 shares of the company’s stock in a transaction that occurred on Wednesday, March 18th. The shares were sold at an average price of $92.44, for a total value of $1,542,361.40. Following the completion of the transaction, the senior vice president directly owned 94,479 shares of the company’s stock, valued at approximately $8,733,638.76. This trade represents a 15.01% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 136,953 shares of company stock worth $14,139,444. Insiders own 0.64% of the company’s stock.

About eBay

eBay Inc is a global e-commerce company that operates an online marketplace connecting individual consumers and businesses for the sale and purchase of new, used and collectible goods. Founded in 1995 by Pierre Omidyar and headquartered in San Jose, California, eBay grew from its early auction-style site into a diversified platform offering both auction-format listings and fixed-price “Buy It Now” transactions. The company completed an initial public offering in the late 1990s and has since evolved its platform and services to support a broad range of product categories and buyer preferences.

The company’s core business centers on its marketplace platform, which provides listing, search and transaction capabilities for millions of items across consumer goods, electronics, fashion, collectibles and more.