Dimensional Fund Advisors LP Has $446.04 Million Stock Position in eBay Inc. $EBAY

Dimensional Fund Advisors LP increased its stake in shares of eBay Inc. (NASDAQ:EBAY) by 1.7% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 4,901,415 shares of the e-commerce company’s stock after acquiring an additional 80,450 shares during the quarter. Dimensional Fund Advisors LP’s holdings in eBay were worth $446,042,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Cedar Mountain Advisors LLC boosted its holdings in eBay by 128.9% in the 1st quarter. Cedar Mountain Advisors LLC now owns 277 shares of the e-commerce company’s stock valued at $25,000 after purchasing an additional 156 shares during the period. Abound Financial LLC bought a new position in shares of eBay during the 4th quarter worth about $26,000. High Point Wealth Management LLC bought a new position in shares of eBay during the 4th quarter worth about $26,000. Jessup Wealth Management Inc acquired a new position in shares of eBay during the fourth quarter valued at about $27,000. Finally, JPL Wealth Management LLC acquired a new position in shares of eBay during the third quarter valued at about $28,000. 87.48% of the stock is currently owned by institutional investors and hedge funds.

Key eBay News

Here are the key news stories impacting eBay this week:

• Positive Sentiment: GameStop disclosed that it has accumulated nearly 10% of eBay, a large stake that could signal strategic interest and spark speculation about a sale, partnership, or other value-creating transaction. GameStop discloses 10% eBay stake as it pushes for a deal
• Positive Sentiment: Reports that Ryan Cohen converted derivatives into 43.4 million shares reinforced the view that GameStop is serious about its eBay position, which can support takeover speculation and lift investor interest in eBay. GameStop Builds 9.8% eBay Stake After Rejected Bid
• Positive Sentiment: Coverage framing the move as an activist play suggests the situation may pressure eBay to consider strategic alternatives, which investors often view as potentially supportive for the share price. GameStop’s eBay Deal Is Less An Acquisition Than An Activist Play
• Neutral Sentiment: Several additional articles repeated the same stake-building and takeover-speculation theme, amplifying attention around EBAY but adding little new fundamental information. GameStop Doubles Down On eBay Bid As Ryan Cohen Escalates Pursuit
• Negative Sentiment: Some commentary called the bid confusing or skeptical, and noted Wall Street doubt about the strategy. That skepticism could limit enthusiasm if investors conclude the bid is unlikely to succeed. GameStop owns nearly 10% of eBay in confusing hostile takeover strategy

Analysts Set New Price Targets

Several equities research analysts recently weighed in on the stock. Jefferies Financial Group increased their target price on shares of eBay from $65.00 to $75.00 and gave the company an “underperform” rating in a research note on Tuesday, July 14th. Susquehanna boosted their price target on eBay from $95.00 to $110.00 and gave the company a “neutral” rating in a research note on Friday, May 1st. President Capital upped their price target on eBay from $102.00 to $126.00 and gave the company a “buy” rating in a report on Thursday, June 25th. Deutsche Bank Aktiengesellschaft set a $124.00 price objective on eBay in a research report on Monday, May 4th. Finally, Wedbush started coverage on eBay in a report on Thursday, July 16th. They set an “outperform” rating and a $135.00 price objective on the stock. 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 stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $110.52.

eBay Price Performance

NASDAQ:EBAY opened at $114.19 on Tuesday. The company has a quick ratio of 1.22, a current ratio of 1.22 and a debt-to-equity ratio of 1.36. The firm has a market cap of $50.70 billion, a PE ratio of 25.89, a price-to-earnings-growth ratio of 2.47 and a beta of 1.37. eBay Inc. has a 12 month low of $77.12 and a 12 month high of $119.31. The company’s 50-day moving average price is $111.72 and its two-hundred day moving average price is $99.63.

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

eBay Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, June 12th. Investors of record on Friday, May 29th were given a dividend of $0.31 per share. The ex-dividend date 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 is 28.12%.

Insider Activity at eBay

In related news, SVP Mazen Rawashdeh sold 1,919 shares of the firm’s stock in a transaction on Wednesday, June 17th. The stock was sold at an average price of $108.51, for a total transaction of $208,230.69. Following the completion of the sale, the senior vice president directly owned 32,124 shares of the company’s stock, valued at $3,485,775.24. This trade represents a 5.64% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jamie Iannone sold 11,110 shares of eBay stock in a transaction on Monday, July 6th. The shares were sold at an average price of $113.33, for a total value of $1,259,096.30. Following the completion of the transaction, the chief executive officer owned 275,431 shares of the company’s stock, valued at approximately $31,214,595.23. The trade was a 3.88% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 76,012 shares of company stock valued at $8,747,852 in the last three months. Corporate insiders own 0.67% of the company’s stock.

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.