Sit Investment Associates Inc. Raises Stock Holdings in eBay Inc. $EBAY

Sit Investment Associates Inc. lifted its stake in eBay Inc. (NASDAQ:EBAY) by 48.1% during the 4th quarter, Holdings Channel reports. The institutional investor owned 60,510 shares of the e-commerce company’s stock after purchasing an additional 19,654 shares during the quarter. Sit Investment Associates Inc.’s holdings in eBay were worth $5,270,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently made changes to their positions in the company. Robeco Institutional Asset Management B.V. increased its holdings in eBay by 4.0% in the 4th quarter. Robeco Institutional Asset Management B.V. now owns 2,931,042 shares of the e-commerce company’s stock worth $255,294,000 after acquiring an additional 113,553 shares in the last quarter. Allworth Financial LP lifted its holdings in eBay by 62.6% during the fourth quarter. Allworth Financial LP now owns 23,108 shares of the e-commerce company’s stock valued at $2,013,000 after purchasing an additional 8,899 shares in the last quarter. North Dakota State Investment Board bought a new position in shares of eBay in the fourth quarter worth approximately $1,809,000. Jain Global LLC bought a new position in shares of eBay in the third quarter worth approximately $8,220,000. Finally, Jag Capital Management LLC increased its stake in shares of eBay by 2,181.0% in the third quarter. Jag Capital Management LLC now owns 120,804 shares of the e-commerce company’s stock worth $10,987,000 after purchasing an additional 115,508 shares in the last quarter. 87.48% of the stock is owned by hedge funds and other institutional investors.

eBay Price Performance

EBAY stock opened at $108.24 on Friday. eBay Inc. has a 52 week low of $72.84 and a 52 week high of $119.31. The firm has a market capitalization of $48.06 billion, a P/E ratio of 24.54, a price-to-earnings-growth ratio of 2.37 and a beta of 1.39. The company has a fifty day simple moving average of $107.73 and a two-hundred day simple moving average of $95.33. The company has a quick ratio of 1.22, a current ratio of 1.22 and a debt-to-equity ratio of 1.36.

eBay (NASDAQ:EBAY) last posted its earnings results on Wednesday, April 29th. The e-commerce company reported $1.66 earnings per share for the quarter, topping analysts’ consensus estimates of $1.58 by $0.08. The firm had revenue of $3.09 billion for the quarter, compared to the consensus estimate of $3.04 billion. eBay had a net margin of 17.58% and a return on equity of 46.11%. The business’s quarterly revenue was up 19.5% on a year-over-year basis. During the same period in the previous year, the firm posted $1.38 EPS. eBay has set its Q2 2026 guidance at 1.090-1.140 EPS. Analysts anticipate that eBay Inc. will post 4.91 earnings per share for the current fiscal year.

eBay Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, June 12th. Investors of record on Friday, May 29th were given a $0.31 dividend. The ex-dividend date was Friday, May 29th. This represents a $1.24 annualized dividend and a yield of 1.1%. eBay’s dividend payout ratio (DPR) is currently 28.12%.

eBay News Roundup

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Shareholders backed eBay’s board, auditor, and executive pay at the 2026 annual meeting, which signals continued confidence in management and corporate oversight. Article Title
• Positive Sentiment: Analysts remain moderately bullish, and recent coverage notes that eBay has outperformed the Nasdaq over the past year, reinforcing the view that the company’s core business remains healthy. Article Title
• Neutral Sentiment: An eBay SVP sold 863 shares under a pre-arranged Rule 10b5-1 plan, which is routine and not necessarily a sign of weakening fundamentals, though insider sales can still weigh on sentiment. Article Title
• Neutral Sentiment: eBay also continues to benefit from its stronger-than-expected quarterly results and raised guidance, which should help support the stock, even if today’s headlines are mostly about governance and insider activity rather than new operating catalysts.
• Negative Sentiment: Reports that GameStop-related takeover speculation is rising after eBay shareholders blocked a key proposal are adding uncertainty around governance and possible activist pressure, which could create volatility in EBAY shares. Article Title
• Negative Sentiment: Reuters also reported that eBay faces a new trial over harassment claims after a settlement effort failed, introducing another legal overhang for investors. Article Title

Analyst Ratings Changes

A number of research analysts recently weighed in on EBAY shares. Weiss Ratings restated a “buy (b)” rating on shares of eBay in a research note on Friday, June 12th. JPMorgan Chase & Co. increased their price target on eBay from $87.00 to $100.00 and gave the stock a “neutral” rating in a research note on Thursday, April 30th. BMO Capital Markets raised their price target on eBay from $120.00 to $130.00 in a report on Thursday, April 30th. Wells Fargo & Company boosted their price objective on eBay from $100.00 to $104.00 and gave the company an “equal weight” rating in a research report on Thursday, April 30th. Finally, Daiwa Securities Group upped their price objective on eBay from $90.00 to $114.00 in a research note on Monday, May 11th. Thirteen investment analysts have rated the stock with a Buy rating, nineteen have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $107.84.

Insiders Place Their Bets

In other news, SVP Mazen Rawashdeh sold 1,919 shares of the firm’s stock in a transaction that occurred on Wednesday, June 17th. The stock was sold at an average price of $108.51, for a total value of $208,230.69. Following the completion of the sale, the senior vice president directly owned 32,124 shares of the company’s stock, valued at $3,485,775.24. This trade represents a 5.64% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jamie Iannone sold 11,110 shares of eBay stock in a transaction that occurred on Thursday, June 4th. The stock was sold at an average price of $109.59, for a total value of $1,217,544.90. Following the completion of the transaction, the chief executive officer owned 280,204 shares of the company’s stock, valued at approximately $30,707,556.36. This trade represents a 3.81% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 98,015 shares of company stock valued at $10,749,186 over the last ninety days. 0.67% of the stock is owned by insiders.

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.