Lone Peak Global Investors LLC Raises Holdings in eBay Inc. $EBAY

Lone Peak Global Investors LLC boosted its holdings in shares of eBay Inc. (NASDAQ:EBAY) by 6.1% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 148,361 shares of the e-commerce company’s stock after acquiring an additional 8,496 shares during the quarter. eBay comprises 2.3% of Lone Peak Global Investors LLC’s holdings, making the stock its 28th largest holding. Lone Peak Global Investors LLC’s holdings in eBay were worth $16,579,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. BlackRock Inc. purchased a new position in shares of eBay during the 2nd quarter worth $4,406,897,000. Legal & General Group Plc acquired a new position in eBay in the second quarter valued at about $506,653,000. Bank of America Corp DE acquired a new position in eBay in the second quarter valued at about $405,182,000. Bank of New York Mellon Corp purchased a new position in eBay during the second quarter worth about $282,479,000. Finally, Altshuler Shaham Ltd increased its position in shares of eBay by 4,452,655.3% during the fourth quarter. Altshuler Shaham Ltd now owns 2,092,795 shares of the e-commerce company’s stock valued at $182,282,000 after acquiring an additional 2,092,748 shares during the last quarter. Hedge funds and other institutional investors own 87.48% of the company’s stock.

Wall Street Analysts Forecast Growth

EBAY has been the topic of several recent analyst reports. Barclays upped their price objective on shares of eBay from $114.00 to $123.00 and gave the stock an “overweight” rating in a report on Thursday, August 6th. UBS Group boosted their target price on eBay from $107.00 to $120.00 and gave the company a “neutral” rating in a research report on Tuesday, August 11th. BMO Capital Markets set a $145.00 price target on eBay in a research note on Thursday, August 6th. Sanford C. Bernstein restated a “market perform” rating and set a $115.00 price target on shares of eBay in a research report on Monday, August 3rd. Finally, Wells Fargo & Company downgraded eBay from an “equal weight” rating to an “underweight” rating and cut their price objective for the company from $105.00 to $92.00 in a report on Monday, August 3rd. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, seventeen have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $117.24.

eBay Trading Up 1.4%

NASDAQ:EBAY opened at $104.98 on Wednesday. eBay Inc. has a 12-month low of $78.03 and a 12-month high of $119.31. The firm has a market cap of $46.72 billion, a PE ratio of 21.74, a price-to-earnings-growth ratio of 2.51 and a beta of 1.37. The company has a current ratio of 1.02, a quick ratio of 1.02 and a debt-to-equity ratio of 1.10. The stock has a fifty day moving average price of $109.66 and a 200 day moving average price of $103.25.

eBay (NASDAQ:EBAY) last issued its quarterly earnings results on Wednesday, August 5th. The e-commerce company reported $1.60 earnings per share for the quarter, topping the consensus estimate of $1.50 by $0.10. The company had revenue of $3.13 billion for the quarter, compared to the consensus estimate of $3.01 billion. eBay had a return on equity of 47.88% and a net margin of 18.50%.eBay’s revenue was up 14.8% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.37 EPS. eBay has set its Q3 2026 guidance at 1.360-1.420 EPS. Sell-side analysts anticipate that eBay Inc. will post 4.86 earnings per share for the current fiscal year.

eBay Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, September 11th. Investors of record on Friday, August 28th will be paid a dividend of $0.31 per share. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date is Friday, August 28th. eBay’s dividend payout ratio is presently 25.67%.

eBay News Roundup

Here are the key news stories impacting eBay this week:

• Positive Sentiment: GameStop converted its derivatives position into approximately 43.4 million eBay shares valued near $5 billion, making it a major, potentially influential shareholder rather than an immediate acquirer. The investment reflects the value created by eBay’s recent stock appreciation and could provide strategic support for the marketplace. GameStop Turns eBay Pursuit Into a Nearly $5 Billion Investment
• Positive Sentiment: Coverage of eBay’s authentication operation emphasizes its efforts to reduce counterfeit risk and improve buyer confidence in categories such as luxury goods, sneakers, watches and collectibles. Stronger trust mechanisms can support conversion, repeat purchases and long-term marketplace health. A Behind-The-Scenes Look At eBay’s Authentication Operation
• Positive Sentiment: eBay launched a UK trading-card price guide, expanding tools for collectors and investors and potentially increasing engagement in a high-value collectibles category. A separate report identified used cameras as one of eBay’s top-selling categories in Japan, indicating continued strength in specialized resale markets. eBay Expands Trading Card Investment With New UK Price Guide
• Neutral Sentiment: eBay’s Labor Day promotions, including discounts on VITURE XR glasses, may support near-term transaction volume but are promotional rather than a major change to the company’s fundamentals. VITURE XR Glasses During eBay’s Labor Day Sale
• Neutral Sentiment: eBay is removing airbags from its marketplace because of counterfeit and safety concerns. The action could reduce some sales, but it also limits legal, reputational and customer-safety risks. eBay Is Pulling Airbags From Its Marketplace Over Potential Safety Risks
• Negative Sentiment: A consumer report alleges that eBay temporarily withheld roughly half of an $11,000 truck-sale payment. Although presented as an individual dispute, such stories can raise concerns about seller support, payment handling and marketplace trust. eBay Helped Man Sell His Truck, but Only Gave Him Half His Money

Insider Activity at eBay

In other eBay news, SVP Jordan Douglas Bradle Sweetnam sold 1,014 shares of the stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $101.39, for a total value of $102,809.46. Following the sale, the senior vice president directly owned 35,546 shares of the company’s stock, valued at approximately $3,604,008.94. This represents a 2.77% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Mazen Rawashdeh sold 1,919 shares of the firm’s stock in a transaction on Wednesday, June 17th. The shares were sold at an average price of $108.51, for a total transaction of $208,230.69. Following the completion of the sale, the senior vice president owned 32,124 shares in the company, valued at $3,485,775.24. The trade was a 5.64% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 37,126 shares of company stock valued at $4,087,886 over the last 90 days. 0.67% of the stock is owned by corporate insiders.

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.