Fox Run Management L.L.C. Reduces Position in eBay Inc. $EBAY

Fox Run Management L.L.C. trimmed its stake in eBay Inc. (NASDAQ:EBAY) by 69.2% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 7,439 shares of the e-commerce company’s stock after selling 16,703 shares during the quarter. Fox Run Management L.L.C.’s holdings in eBay were worth $677,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in EBAY. Financial Consulate Inc. purchased a new stake in eBay during the 3rd quarter worth about $27,000. Steigerwald Gordon & Koch Inc. purchased a new position in eBay in the 3rd quarter valued at about $28,000. Sumitomo Mitsui Financial Group Inc. boosted its stake in shares of eBay by 155.3% during the 2nd quarter. Sumitomo Mitsui Financial Group Inc. now owns 411 shares of the e-commerce company’s stock worth $30,000 after purchasing an additional 250 shares during the last quarter. Salomon & Ludwin LLC purchased a new stake in shares of eBay during the third quarter worth about $32,000. Finally, Hantz Financial Services Inc. grew its holdings in shares of eBay by 153.4% during the second quarter. Hantz Financial Services Inc. now owns 451 shares of the e-commerce company’s stock worth $34,000 after buying an additional 273 shares in the last quarter. 87.48% of the stock is currently owned by hedge funds and other institutional investors.

eBay News Roundup

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Strong fundamentals: eBay reported a beat on Q4 EPS and revenue, delivered double‑digit revenue growth year‑over‑year and set Q1 guidance above prior levels — supporting the rally and valuation metrics.
• Positive Sentiment: Growth strategy — Depop acquisition: Management is buying Depop (reported ~$1.2B) to expand in Gen‑Z resale and recommerce, which investors view as strategic revenue and user‑base expansion that justifies reinvestment. eBay Lays Off 6% of Workforce Amid $1.2B Depop Deal
• Positive Sentiment: Cost discipline: eBay announced a restructuring that will cut ~800 jobs (~6% of workforce) to realign spending with strategic priorities — the market is treating these cuts as accretive to margins in the near term. Ebay slashes 6% of workforce as e-commerce firm realigns operations
• Neutral Sentiment: Short‑interest data appears meaningless/glitched (reported as 0 shares and 0.0 days) — no clear short squeeze pressure indicated by the published figure.
• Neutral Sentiment: Positive analyst/market attention: Some brokers and outlets are calling EBAY a buy on the combination of Q4 strength and the restructuring, which helps mood but is not guaranteed to sustain outperformance. Is eBay Stock a Buy, Sell, or Hold Amid Layoffs?
• Negative Sentiment: Legal and reputational overhang: eBay settled a high‑profile harassment/cyberstalking case involving employees and ex‑executives — the headline risk may pressure sentiment and invite closer regulatory/board scrutiny. Couple harassed by eBay employees settle lawsuit against company, ex-CEO
• Negative Sentiment: Insider selling: A top eBay executive recently executed a notable stock sale, which can raise short‑term investor questions about insider conviction. Top eBay Executive Cashes In With Major Insider Stock Sale
• Negative Sentiment: Risk narratives: Some commentary highlights near‑term underperformance versus the market and argues EBAY has risks (competition, execution), which could cap gains if macro or user metrics soften. 3 Reasons EBAY is Risky and 1 Stock to Buy Instead

eBay Stock Up 3.4%

Shares of NASDAQ EBAY opened at $90.86 on Friday. The stock has a market capitalization of $40.71 billion, a PE ratio of 20.89, a P/E/G ratio of 1.84 and a beta of 1.38. The company has a quick ratio of 1.10, a current ratio of 1.10 and a debt-to-equity ratio of 1.30. The firm has a fifty day moving average of $88.67 and a 200-day moving average of $89.08. eBay Inc. has a 52-week low of $58.71 and a 52-week high of $101.15.

eBay (NASDAQ:EBAY) last issued 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 return on equity of 43.04% and a net margin of 18.30%.The business had revenue of $2.97 billion for the quarter, compared to analyst estimates of $2.87 billion. During the same period last year, the company posted $1.25 EPS. The business’s quarterly revenue was up 15.0% on a year-over-year basis. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. On average, analysts anticipate that eBay Inc. will post 3.86 EPS for the current year.

eBay Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, March 20th. Stockholders of record on Friday, March 6th will be issued a dividend of $0.31 per share. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Friday, March 6th. This is an increase from eBay’s previous quarterly dividend of $0.29. eBay’s dividend payout ratio (DPR) is presently 26.67%.

Insider Buying and Selling at eBay

In related news, SVP Mazen Rawashdeh sold 1,920 shares of the stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $81.90, for a total transaction of $157,248.00. Following the completion of the sale, the senior vice president 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Julie A. Loeger sold 2,896 shares of eBay stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $82.44, for a total transaction 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 ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 44,593 shares of company stock worth $3,998,870 in the last quarter. Company insiders own 0.64% of the company’s stock.

Wall Street Analyst Weigh In

EBAY has been the topic of several recent analyst reports. Needham & Company LLC upped their price objective on shares of eBay from $115.00 to $122.00 and gave the company a “buy” rating in a research note on Thursday, February 19th. Wall Street Zen upgraded eBay from a “hold” rating to a “buy” rating in a report on Saturday, February 21st. Weiss Ratings restated a “buy (b)” rating on shares of eBay in a report on Monday, December 29th. Morgan Stanley reaffirmed an “overweight” rating and issued a $119.00 price objective on shares of eBay in a research report on Thursday, February 19th. Finally, President Capital dropped their target price on eBay from $103.00 to $94.00 and set a “buy” rating for the company in a research note on Friday, December 19th. Fourteen analysts have rated the stock with a Buy rating, nineteen have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $97.75.

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.