Marietta Investment Partners LLC Buys New Holdings in eBay Inc. $EBAY

Marietta Investment Partners LLC bought a new stake in eBay Inc. (NASDAQ:EBAY) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 6,278 shares of the e-commerce company’s stock, valued at approximately $547,000.

A number of other large investors have also modified their holdings of EBAY. Guggenheim Capital LLC raised its stake in shares of eBay by 7.4% in the second quarter. Guggenheim Capital LLC now owns 14,334 shares of the e-commerce company’s stock valued at $1,067,000 after purchasing an additional 988 shares in the last quarter. Jump Financial LLC acquired a new position in shares of eBay in the second quarter valued at $275,000. NewEdge Advisors LLC grew its position in eBay by 70.4% in the second quarter. NewEdge Advisors LLC now owns 108,572 shares of the e-commerce company’s stock valued at $8,084,000 after acquiring an additional 44,851 shares during the period. Sei Investments Co. grew its position in eBay by 48.7% in the second quarter. Sei Investments Co. now owns 471,543 shares of the e-commerce company’s stock valued at $35,111,000 after acquiring an additional 154,465 shares during the period. Finally, Treasurer of the State of North Carolina grew its position in eBay by 26.3% in the second quarter. Treasurer of the State of North Carolina now owns 325,678 shares of the e-commerce company’s stock valued at $24,250,000 after acquiring an additional 67,731 shares during the period. 87.48% of the stock is currently owned by institutional investors and hedge funds.

eBay News Summary

Here are the key news stories impacting eBay this week:

• Positive Sentiment: eBay is drawing takeover/speculation attention after reports that GameStop now owns nearly 8% of the company, which can sometimes lift shares on the prospect of a strategic bid or other value-unlocking action. Article Title
• Neutral Sentiment: eBay also had a presence at the dbAccess Global Consumer Conference, but no major new operational update was highlighted in the headline, so the market impact looks limited. Article Title
• Negative Sentiment: The bigger takeaway for investors is uncertainty: GameStop’s repeated stake-building, combined with reports that an earlier approach was rejected, raises the possibility of friction, disruption, or activism around eBay rather than a clean strategic premium. Article Title

Wall Street Analyst Weigh In

A number of analysts have weighed in on the company. Wall Street Zen upgraded eBay from a “hold” rating to a “buy” rating in a research report on Sunday, April 26th. Citigroup upped their price target on eBay from $114.00 to $127.00 and gave the company a “buy” rating in a research report on Wednesday, May 13th. Benchmark upped their price target on eBay from $110.00 to $115.00 and gave the company a “buy” rating in a research report on Thursday, February 19th. The Goldman Sachs Group upped their price target on eBay from $88.00 to $100.00 and gave the company a “neutral” rating in a research report on Thursday, April 30th. Finally, Arete Research lowered their price target on eBay from $113.00 to $111.00 and set a “neutral” rating on the stock in a research report on Tuesday, May 26th. Thirteen equities research analysts have rated the stock with a Buy rating, nineteen have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, eBay currently has a consensus rating of “Hold” and a consensus price target of $107.84.

Insiders Place Their Bets

In other news, SVP Cornelius Boone sold 16,685 shares of the stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $92.44, for a total transaction of $1,542,361.40. Following the sale, the senior vice president owned 94,479 shares in the company, valued at approximately $8,733,638.76. This represents a 15.01% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Jamie Iannone sold 21,000 shares of the stock in a transaction 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 sale, the chief executive officer owned 352,653 shares in the company, valued at $34,337,822.61. The trade was a 5.62% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 136,953 shares of company stock worth $14,139,444 over the last ninety days. Company insiders own 0.64% of the company’s stock.

eBay Price Performance

Shares of EBAY stock opened at $108.82 on Thursday. The stock’s fifty day moving average is $103.81 and its 200-day moving average is $93.18. The company has a debt-to-equity ratio of 1.36, a quick ratio of 1.22 and a current ratio of 1.22. The stock has a market capitalization of $48.32 billion, a PE ratio of 24.68, a PEG ratio of 2.42 and a beta of 1.39. eBay Inc. has a 52 week low of $72.84 and a 52 week high of $119.31.

eBay (NASDAQ:EBAY) last announced its earnings results on Wednesday, April 29th. The e-commerce company reported $1.66 EPS for the quarter, topping the consensus estimate of $1.58 by $0.08. The company had revenue of $3.09 billion for 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 business’s revenue for the quarter was up 19.5% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.38 earnings per share. eBay has set its Q2 2026 guidance at 1.090-1.140 EPS. Equities research analysts expect that eBay Inc. will post 4.83 EPS for the current fiscal year.

eBay Announces Dividend

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

eBay Profile

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.