Janus Henderson Group PLC Increases Holdings in eBay Inc. $EBAY

Janus Henderson Group PLC increased its position in eBay Inc. (NASDAQ:EBAY) by 1,209.0% during the 1st quarter, Holdings Channel reports. The firm owned 877,682 shares of the e-commerce company’s stock after acquiring an additional 810,633 shares during the quarter. Janus Henderson Group PLC’s holdings in eBay were worth $79,889,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the company. Robeco Institutional Asset Management B.V. increased its stake in shares of eBay by 4.0% during the fourth quarter. Robeco Institutional Asset Management B.V. now owns 2,931,042 shares of the e-commerce company’s stock valued at $255,294,000 after buying an additional 113,553 shares during the period. Allworth Financial LP lifted its stake in eBay by 62.6% in the fourth quarter. Allworth Financial LP now owns 23,108 shares of the e-commerce company’s stock worth $2,013,000 after acquiring an additional 8,899 shares during the period. North Dakota State Investment Board bought a new position in eBay during the 4th quarter worth about $1,809,000. Eurizon Capital SGR S.p.A. bought a new position in eBay during the 4th quarter worth about $9,368,000. Finally, Jefferies Financial Group Inc. purchased a new position in eBay during the 4th quarter valued at about $1,209,000. 87.48% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on the stock. JPMorgan Chase & Co. boosted their price target on shares of eBay from $87.00 to $100.00 and gave the company a “neutral” rating in a report on Thursday, April 30th. Weiss Ratings reissued a “buy (b)” rating on shares of eBay in a report on Friday, June 12th. The Goldman Sachs Group boosted their price objective on shares of eBay from $88.00 to $100.00 and gave the stock a “neutral” rating in a research note on Thursday, April 30th. BNP Paribas Exane upped their target price on eBay from $97.00 to $110.00 and gave the stock a “neutral” rating in a report on Tuesday, May 5th. Finally, Stifel Nicolaus set a $98.00 target price on eBay in a research report on Thursday, April 30th. Fourteen equities research 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. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $110.52.

eBay Trading Up 0.4%

eBay stock opened at $114.01 on Friday. The company has a debt-to-equity ratio of 1.36, a quick ratio of 1.22 and a current ratio of 1.22. The stock has a market cap of $50.62 billion, a PE ratio of 25.85, a price-to-earnings-growth ratio of 2.49 and a beta of 1.37. The stock has a 50-day moving average of $111.38 and a two-hundred day moving average of $101.03. eBay Inc. has a one year low of $78.03 and a one year high of $119.31.

eBay (NASDAQ:EBAY) last issued its quarterly earnings results on Wednesday, April 29th. The e-commerce company reported $1.66 earnings per share 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 for the quarter, compared to analyst estimates of $3.04 billion. During the same quarter in the previous year, the firm earned $1.38 earnings per share. The company’s revenue was up 19.5% on a year-over-year basis. On average, research analysts anticipate that eBay Inc. will post 4.89 EPS for the current fiscal year.

Insider Activity at eBay

In other eBay news, SVP Jordan Douglas Bradle Sweetnam sold 1,010 shares of the company’s stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $115.61, for a total transaction of $116,766.10. Following the transaction, the senior vice president owned 32,146 shares in the company, valued at approximately $3,716,399.06. This represents a 3.05% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jamie Iannone sold 11,110 shares of the company’s stock in a transaction that occurred on 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 transaction, the chief executive officer owned 275,431 shares in the company, valued at $31,214,595.23. The trade was a 3.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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. 0.67% of the stock is owned by insiders.

Key eBay News

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Depop acquisition expands eBay’s fashion-resale business. eBay completed its purchase of Depop from Etsy for approximately $1.4 billion in cash, including a $1.2 billion purchase price plus adjustments and interest. The deal gives eBay access to Depop’s younger, community-oriented customer base and strengthens its position in secondhand fashion, while traffic in Australia reportedly surged around the transaction. eBay completes Depop acquisition
• Positive Sentiment: Sports-card activity highlights a significant growth category. Reporting on eBay’s roughly $1.36 billion sports-card business points to record transaction levels and continued collector demand. The figures reinforce eBay’s role in collectibles and could support higher engagement, payments activity and marketplace revenue. eBay’s sports-card business
• Neutral Sentiment: Investors are looking ahead to second-quarter 2026 results. Analysts are evaluating expected revenue, earnings and marketplace metrics for the quarter ended June 2026. The focus will be on gross merchandise volume, active buyers, advertising and the early contribution from Depop. eBay’s latest reported quarter showed revenue growth and an earnings beat, raising the bar for the upcoming report. eBay Q2 earnings projections
• Negative Sentiment: eBay and former executives agreed to a settlement of about $55.7 million—with reports citing approximately $48.7 million in direct compensation—in a cyberstalking and harassment case involving a Massachusetts couple. The unusual conduct by former employees and executives creates reputational damage and highlights governance concerns, although the settlement removes the uncertainty of continued litigation. eBay cyberstalking case settlement

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.