eBay Inc. $EBAY Stock Holdings Increased by Jupiter Asset Management Ltd.

Jupiter Asset Management Ltd. lifted its stake in eBay Inc. (NASDAQ:EBAY) by 236.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 893,087 shares of the e-commerce company’s stock after acquiring an additional 628,023 shares during the period. Jupiter Asset Management Ltd. owned 0.20% of eBay worth $81,226,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Financial Consulate Inc. bought a new stake in eBay during the third quarter worth approximately $27,000. Steigerwald Gordon & Koch Inc. acquired a new position in shares of eBay during the 3rd quarter valued at $28,000. Salomon & Ludwin LLC bought a new stake in shares of eBay in the 3rd quarter worth $32,000. Sumitomo Mitsui Financial Group Inc. lifted its holdings in shares of eBay by 155.3% in the second quarter. Sumitomo Mitsui Financial Group Inc. now owns 411 shares of the e-commerce company’s stock valued at $30,000 after buying an additional 250 shares during the period. Finally, Cloud Capital Management LLC acquired a new stake in shares of eBay in the third quarter valued at $40,000. 87.48% of the stock is currently owned by institutional investors.

eBay News Summary

Here are the key news stories impacting eBay this week:

• Positive Sentiment: eBay agreed to buy Gen‑Z–focused secondhand-fashion app Depop from Etsy for about $1.2B in cash — a strategic move to accelerate recommerce exposure and younger-user reach, boosting growth optionality. Online seller eBay to buy secondhand fashion marketplace Depop from Etsy for $1.2B in cash
• Positive Sentiment: Q4 results beat expectations (non‑GAAP EPS $1.41 vs. ~$1.35 est.; revenue ~ $2.96–2.97B) with GMV and ad revenue growth; management issued stronger Q1 EPS/revenue guidance — this improves near‑term earnings visibility. eBay Q4 Earnings & Revenues Surpass Estimates, Both Increase Y/Y
• Positive Sentiment: Board raised shareholder returns: quarterly dividend increased (to $0.31) and an incremental $2.0B repurchase authorization — supports valuation and helps buyback-driven EPS support. eBay Inc. Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Several analysts raised price targets and issued upgrades after the beat + Depop deal — fresh buy/upgrade activity can attract momentum buyers. These eBay Analysts Raise Price Targets On Strong Q4, 2026 Guide And Depop Acquisition
• Neutral Sentiment: Trading volume and market attention jumped after the print — higher liquidity can amplify moves in either direction but confirms broader investor focus. eBay (NASDAQ:EBAY) Sees Large Volume Increase on Strong Earnings
• Negative Sentiment: Unusual put‑option buying (large volume spikes) suggests some investors are hedging or betting on downside — a potential source of short-term downward pressure or volatility. Investors Buy Large Volume of eBay Put Options (NASDAQ:EBAY)
• Negative Sentiment: Insider selling activity and some reported YoY declines in GAAP EPS/net income in the quarter are watch points for governance/earnings quality concerns. eBay Inc. (EBAY) Stock Falls on Q4 2025 Earnings
• Negative Sentiment: Management flagged that Depop will be a near‑term headwind to non‑GAAP operating income and EPS (accretion expected later) — short‑term dilution could temper enthusiasm despite strategic upside. Why eBay’s Depop Acquisition Matters More Than the Earnings Beat

Insiders Place Their Bets

In related news, SVP Mazen Rawashdeh sold 1,920 shares of the stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $81.90, for a total value of $157,248.00. Following the completion of the sale, the senior vice president directly owned 5,746 shares of the company’s stock, valued at approximately $470,597.40. This represents a 25.05% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Julie A. Loeger sold 2,896 shares of eBay stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $82.44, for a total value of $238,746.24. Following the transaction, the senior vice president directly owned 55,990 shares in the company, valued at approximately $4,615,815.60. This trade represents a 4.92% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 43,584 shares of company stock worth $3,918,282 over the last three months. Company insiders own 0.64% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on EBAY shares. Needham & Company LLC lifted their target price on eBay from $115.00 to $122.00 and gave the stock a “buy” rating in a report on Thursday. TD Cowen restated a “hold” rating on shares of eBay in a research report on Wednesday. Wedbush lifted their price objective on shares of eBay from $90.00 to $95.00 and gave the stock a “neutral” rating in a research note on Friday, October 31st. Bank of America boosted their target price on shares of eBay from $100.00 to $102.00 and gave the stock a “neutral” rating in a report on Thursday. Finally, Citizens Jmp restated a “market outperform” rating and set a $115.00 target price on shares of eBay in a report on Wednesday, January 28th. Fourteen research analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $96.68.

eBay Price Performance

EBAY stock opened at $84.75 on Friday. The company has a current ratio of 0.92, a quick ratio of 0.92 and a debt-to-equity ratio of 1.06. eBay Inc. has a one year low of $58.71 and a one year high of $101.15. The firm has a market capitalization of $38.31 billion, a PE ratio of 19.48, a P/E/G ratio of 1.91 and a beta of 1.38. The firm has a 50-day moving average of $88.24 and a two-hundred day moving average of $89.33.

eBay (NASDAQ:EBAY) last released its earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share for the quarter, topping the consensus estimate of $1.35 by $0.06. eBay had a net margin of 18.30% and a return on equity of 42.62%. The business had revenue of $2.97 billion for the quarter, compared to the consensus estimate of $2.87 billion. During the same period last year, the firm posted $1.25 earnings per share. The firm’s quarterly revenue was up 15.0% compared to the same quarter last year. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. On average, analysts forecast that eBay Inc. will post 3.86 earnings per share for the current year.

eBay Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, March 20th. Shareholders of record on Friday, March 6th will be paid a dividend of $0.31 per share. This is an increase from eBay’s previous quarterly dividend of $0.29. The ex-dividend date of this dividend is Friday, March 6th. This represents a $1.24 annualized dividend and a yield of 1.5%. eBay’s dividend payout ratio (DPR) is presently 25.22%.

eBay Company 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.