Mediolanum International Funds Ltd Increases Stock Position in eBay Inc. $EBAY

Mediolanum International Funds Ltd increased its holdings in eBay Inc. (NASDAQ:EBAY) by 53.7% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 18,760 shares of the e-commerce company’s stock after acquiring an additional 6,556 shares during the quarter. Mediolanum International Funds Ltd’s holdings in eBay were worth $1,651,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of EBAY. Vanguard Group Inc. increased its stake in eBay by 0.8% in the fourth quarter. Vanguard Group Inc. now owns 57,613,332 shares of the e-commerce company’s stock valued at $5,018,121,000 after purchasing an additional 468,833 shares during the period. Invesco Ltd. grew its holdings in shares of eBay by 8.3% during the fourth quarter. Invesco Ltd. now owns 9,020,923 shares of the e-commerce company’s stock worth $785,722,000 after buying an additional 692,805 shares during the last quarter. Independent Franchise Partners LLP grew its holdings in shares of eBay by 5.2% during the fourth quarter. Independent Franchise Partners LLP now owns 7,748,177 shares of the e-commerce company’s stock worth $674,866,000 after buying an additional 384,570 shares during the last quarter. Allianz Asset Management GmbH increased its position in eBay by 47.5% in the 4th quarter. Allianz Asset Management GmbH now owns 3,626,424 shares of the e-commerce company’s stock valued at $315,862,000 after acquiring an additional 1,167,019 shares during the period. Finally, Impax Asset Management Group plc increased its position in eBay by 11.4% in the 4th quarter. Impax Asset Management Group plc now owns 3,134,733 shares of the e-commerce company’s stock valued at $273,035,000 after acquiring an additional 321,732 shares during the period. Institutional investors and hedge funds own 87.48% of the company’s stock.

eBay News Roundup

Here are the key news stories impacting eBay this week:

• Positive Sentiment: GameStop raised its eBay stake to nearly 10% (about 43.4 million shares), showing strong conviction and increasing the odds of continued strategic pressure on eBay. Article Title
• Positive Sentiment: Some investors may view the rejected bid and renewed buying as a sign that eBay’s shares could attract further takeover or activist interest, potentially supporting the stock. Article Title
• Neutral Sentiment: Multiple reports confirm the same core development: Ryan Cohen and GameStop expanded their eBay position after eBay’s board rejected a roughly $55.5 billion offer at $125 per share as “neither credible nor attractive.” The details reinforce the takeover narrative, but do not add new business fundamentals. Article Title
• Neutral Sentiment: Commentary framing the situation as an activist campaign rather than a straightforward acquisition suggests the story may create volatility, but the ultimate impact on eBay remains uncertain. Article Title
• Negative Sentiment: eBay’s board rejection of the offer signals management is not receptive to the current proposal, which reduces the chance of an immediate deal and may disappoint takeover traders. Article Title

Insider Buying and Selling at eBay

In other news, SVP Jordan Douglas Bradle Sweetnam sold 863 shares of the stock in a transaction dated Thursday, June 18th. The shares were sold at an average price of $109.17, for a total value of $94,213.71. Following the completion of the transaction, the senior vice president owned 34,533 shares in the company, valued at $3,769,967.61. This trade represents a 2.44% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jamie Iannone sold 11,110 shares of the firm’s stock in a transaction dated Monday, July 6th. The shares were sold at an average price of $113.33, for a total transaction of $1,259,096.30. Following the completion of the sale, the chief executive officer owned 275,431 shares of the company’s stock, valued at $31,214,595.23. This trade represents a 3.88% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 76,012 shares of company stock valued at $8,747,852. 0.67% of the stock is owned by company insiders.

eBay Price Performance

Shares of EBAY opened at $113.04 on Wednesday. The company has a current ratio of 1.22, a quick ratio of 1.22 and a debt-to-equity ratio of 1.36. The stock’s 50 day moving average is $111.77 and its two-hundred day moving average is $99.81. eBay Inc. has a twelve month low of $77.12 and a twelve month high of $119.31. The firm has a market capitalization of $50.19 billion, a PE ratio of 25.63, a P/E/G ratio of 2.52 and a beta of 1.37.

eBay (NASDAQ:EBAY) last issued its earnings results on Wednesday, April 29th. The e-commerce company reported $1.66 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.58 by $0.08. eBay had a return on equity of 46.11% and a net margin of 17.58%.The business had revenue of $3.09 billion during the quarter, compared to the consensus estimate of $3.04 billion. During the same period in the prior year, the business posted $1.38 EPS. The company’s revenue for the quarter was up 19.5% on a year-over-year basis. eBay has set its Q2 2026 guidance at 1.090-1.140 EPS. Research analysts anticipate that eBay Inc. will post 4.87 earnings per share for the current year.

eBay Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, June 12th. Shareholders of record on Friday, May 29th were issued a $0.31 dividend. The ex-dividend date of this dividend was Friday, May 29th. This represents a $1.24 dividend on an annualized basis and a yield of 1.1%. eBay’s dividend payout ratio (DPR) is 28.12%.

Wall Street Analyst Weigh In

EBAY has been the subject of a number of recent research reports. UBS Group increased their price objective on eBay from $96.00 to $110.00 and gave the stock a “neutral” rating in a research report on Tuesday, April 28th. The Goldman Sachs Group boosted their target price on eBay from $88.00 to $100.00 and gave the company a “neutral” rating in a report on Thursday, April 30th. Deutsche Bank Aktiengesellschaft set a $124.00 price target on eBay in a research note on Monday, May 4th. Needham & Company LLC reiterated a “buy” rating and issued a $122.00 price objective on shares of eBay in a research report on Thursday, April 30th. Finally, Daiwa Securities Group boosted their price objective on shares of eBay from $90.00 to $114.00 in a research note on Monday, May 11th. Fourteen analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $110.52.

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.