eBay Inc. $EBAY Shares Sold by Erste Asset Management GmbH

Erste Asset Management GmbH lessened its stake in shares of eBay Inc. (NASDAQ:EBAY) by 85.1% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 15,983 shares of the e-commerce company’s stock after selling 91,192 shares during the period. Erste Asset Management GmbH’s holdings in eBay were worth $1,457,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the stock. ABN AMRO Bank N.V. acquired a new position in shares of eBay during the second quarter valued at approximately $235,149,000. Arrowstreet Capital Limited Partnership boosted its stake in shares of eBay by 1,007.4% in 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 acquiring an additional 1,992,116 shares during the last quarter. M&G PLC increased its position in shares of eBay by 88.8% during the second quarter. M&G PLC now owns 2,785,699 shares of the e-commerce company’s stock worth $206,142,000 after purchasing an additional 1,310,373 shares in the last quarter. Panagora Asset Management Inc. raised its stake in 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 purchasing an additional 777,109 shares during the last quarter. Finally, Jupiter Asset Management Ltd. raised its stake in eBay by 236.9% in the 3rd quarter. Jupiter Asset Management Ltd. now owns 893,087 shares of the e-commerce company’s stock valued at $81,226,000 after purchasing an additional 628,023 shares during the last quarter. 87.48% of the stock is owned by hedge funds and other institutional investors.

More eBay News

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 firms have recently issued reports on EBAY. Piper Sandler reaffirmed an “overweight” rating and set a $105.00 target price (up from $98.00) on shares of eBay in a report on Thursday, February 19th. President Capital dropped their price objective on shares of eBay from $103.00 to $94.00 and set a “buy” rating for the company in a research note on Friday, December 19th. Weiss Ratings reiterated a “buy (b)” rating on shares of eBay in a report on Monday, December 29th. Needham & Company LLC boosted their target price on eBay from $115.00 to $122.00 and gave the stock a “buy” rating in a report on Thursday, February 19th. Finally, BNP Paribas Exane upped their price target on eBay from $90.00 to $97.00 and gave the company a “neutral” rating in a research report on Thursday, February 19th. Fourteen analysts have rated the stock with a Buy rating, nineteen have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, eBay has a consensus rating of “Hold” and a consensus target price of $97.75.

Insider Buying and Selling at eBay

In other news, SVP Julie A. Loeger sold 2,896 shares of the company’s stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $82.44, for a total transaction of $238,746.24. Following the sale, the senior vice president owned 55,990 shares of the company’s stock, valued at approximately $4,615,815.60. This represents a 4.92% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Cornelius Boone sold 4,462 shares of the stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $83.94, for a total value of $374,540.28. Following the completion of the sale, the senior vice president owned 91,921 shares in the company, valued at approximately $7,715,848.74. The trade was a 4.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 44,593 shares of company stock worth $3,998,870. 0.64% of the stock is currently owned by insiders.

eBay Stock Performance

NASDAQ EBAY opened at $90.86 on Monday. The company has a debt-to-equity ratio of 1.30, a current ratio of 1.10 and a quick ratio of 1.10. The company has a market cap of $40.71 billion, a P/E ratio of 20.89, a P/E/G ratio of 1.90 and a beta of 1.38. The stock has a 50-day moving average of $88.67 and a two-hundred day moving average of $88.94. eBay Inc. has a 1-year low of $58.71 and a 1-year high of $101.15.

eBay (NASDAQ:EBAY) last issued its quarterly earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.35 by $0.06. The business had revenue of $2.97 billion for the quarter, compared to analysts’ expectations of $2.87 billion. eBay had a net margin of 18.30% and a return on equity of 43.04%. The business’s quarterly revenue was up 15.0% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.25 earnings per share. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. As a group, analysts anticipate that eBay Inc. will post 3.86 EPS for the current year.

eBay Increases Dividend

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

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.