TD Asset Management Inc Reduces Stock Position in eBay Inc. $EBAY

TD Asset Management Inc lessened its stake in eBay Inc. (NASDAQ:EBAY) by 31.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 308,948 shares of the e-commerce company’s stock after selling 142,885 shares during the quarter. TD Asset Management Inc owned about 0.07% of eBay worth $28,099,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. ABN AMRO Bank N.V. acquired a new position in shares of eBay during the 2nd quarter valued at about $235,149,000. Arrowstreet Capital Limited Partnership raised its stake in eBay by 1,007.4% during the second quarter. Arrowstreet Capital Limited Partnership now owns 2,189,868 shares of the e-commerce company’s stock worth $163,058,000 after purchasing an additional 1,992,116 shares during the period. M&G PLC boosted its holdings in eBay by 88.8% in the 2nd quarter. M&G PLC now owns 2,785,699 shares of the e-commerce company’s stock valued at $206,142,000 after purchasing an additional 1,310,373 shares during the last quarter. Panagora Asset Management Inc. grew its stake in shares of eBay by 1,416.4% in the 2nd quarter. Panagora Asset Management Inc. now owns 831,976 shares of the e-commerce company’s stock valued at $61,949,000 after buying an additional 777,109 shares during the period. Finally, Jupiter Asset Management Ltd. increased its holdings in shares of eBay by 236.9% during the 3rd quarter. Jupiter Asset Management Ltd. now owns 893,087 shares of the e-commerce company’s stock worth $81,226,000 after buying an additional 628,023 shares during the last quarter. 87.48% of the stock is currently owned by hedge funds and other institutional investors.

eBay Trading Up 3.4%

Shares of EBAY stock opened at $90.86 on Friday. eBay Inc. has a fifty-two week low of $58.71 and a fifty-two week high of $101.15. The company has a 50 day moving average price of $88.67 and a 200 day moving average price of $89.02. The stock has a market capitalization of $40.71 billion, a P/E ratio of 20.89, a price-to-earnings-growth ratio of 1.90 and a beta of 1.38. The company has a debt-to-equity ratio of 1.30, a quick ratio of 1.10 and a current ratio of 1.10.

eBay (NASDAQ:EBAY) last issued its quarterly earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 EPS for the quarter, beating the consensus estimate of $1.35 by $0.06. eBay had a net margin of 18.30% and a return on equity of 43.04%. The company had revenue of $2.97 billion during the quarter, compared to analysts’ expectations of $2.87 billion. During the same quarter last year, the company posted $1.25 EPS. The firm’s 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. Equities research analysts predict that eBay Inc. will post 3.86 EPS for the current fiscal year.

eBay Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, March 20th. Shareholders of record on Friday, March 6th will be given a $0.31 dividend. The ex-dividend date of this dividend is Friday, March 6th. This represents a $1.24 dividend on an annualized basis and a yield of 1.4%. This is an increase from eBay’s previous quarterly dividend of $0.29. eBay’s dividend payout ratio is 26.67%.

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

Analysts Set New Price Targets

A number of research analysts recently commented on the company. Citizens Jmp reiterated a “market outperform” rating and issued a $115.00 price objective on shares of eBay in a report on Wednesday, January 28th. The Goldman Sachs Group raised eBay from a “sell” rating to a “neutral” rating and set a $88.00 price target on the stock in a research note on Thursday, February 19th. Needham & Company LLC increased their price target on eBay from $115.00 to $122.00 and gave the stock a “buy” rating in a report on Thursday, February 19th. Rothschild & Co Redburn boosted their price objective on shares of eBay from $90.00 to $100.00 and gave the company a “neutral” rating in a report on Tuesday, February 24th. Finally, Evercore upped their target price on shares of eBay from $93.00 to $94.00 in a research report on Thursday, February 19th. Fourteen research 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 MarketBeat, eBay currently has an average rating of “Hold” and an average price target of $97.75.

Insider Buying and Selling

In related news, 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 value of $238,746.24. Following the completion of the transaction, the senior vice president owned 55,990 shares in the company, valued at $4,615,815.60. The trade was a 4.92% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Mazen Rawashdeh sold 1,920 shares of the business’s stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $81.90, for a total transaction of $157,248.00. Following the transaction, the senior vice president owned 5,746 shares of the company’s stock, valued at $470,597.40. This trade represents a 25.05% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 44,593 shares of company stock worth $3,998,870. 0.64% 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.