Mitsubishi UFJ Asset Management Co. Ltd. Grows Stock Position in eBay Inc. $EBAY

Mitsubishi UFJ Asset Management Co. Ltd. raised its position in eBay Inc. (NASDAQ:EBAY) by 4.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 915,711 shares of the e-commerce company’s stock after acquiring an additional 40,341 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in eBay were worth $83,284,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. AlphaCore Capital LLC grew its holdings in eBay by 153.3% during the 3rd quarter. AlphaCore Capital LLC now owns 3,040 shares of the e-commerce company’s stock valued at $276,000 after purchasing an additional 1,840 shares in the last quarter. K.J. Harrison & Partners Inc purchased a new position in eBay in the 3rd quarter valued at about $981,000. US Bancorp DE grew its stake in shares of eBay by 0.5% during the third quarter. US Bancorp DE now owns 111,518 shares of the e-commerce company’s stock valued at $10,143,000 after acquiring an additional 531 shares in the last quarter. Catalyst Financial Partners LLC purchased a new stake in shares of eBay during the third quarter worth about $201,000. Finally, Jag Capital Management LLC lifted its stake in shares of eBay by 2,181.0% in the third quarter. Jag Capital Management LLC now owns 120,804 shares of the e-commerce company’s stock worth $10,987,000 after acquiring an additional 115,508 shares in the last quarter. 87.48% of the stock is currently owned by hedge funds and other institutional investors.

eBay Price Performance

Shares of NASDAQ:EBAY opened at $90.86 on Friday. The company has a market cap of $40.71 billion, a PE ratio of 20.89, a P/E/G ratio of 1.84 and a beta of 1.38. eBay Inc. has a fifty-two week low of $58.71 and a fifty-two week high of $101.15. The firm has a 50-day simple moving average of $88.67 and a 200 day simple moving average of $89.08. The company has a quick ratio of 1.10, a current ratio of 1.10 and a debt-to-equity ratio of 1.30.

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

eBay Increases Dividend

The business also recently announced 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. This is a boost from eBay’s previous quarterly dividend of $0.29. This represents a $1.24 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Friday, March 6th. eBay’s dividend payout ratio is 26.67%.

Insider Activity

In other news, SVP Mazen Rawashdeh sold 1,920 shares of the company’s stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $81.90, for a total transaction of $157,248.00. Following the completion of the transaction, the senior vice president owned 5,746 shares in the company, valued at approximately $470,597.40. This represents a 25.05% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Jordan Douglas Bradle Sweetnam sold 33,441 shares of eBay stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $91.99, for a total transaction of $3,076,237.59. Following the completion of the sale, the senior vice president owned 4,733 shares in the company, valued at approximately $435,388.67. This represents a 87.60% 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 sold 44,593 shares of company stock worth $3,998,870. 0.64% of the stock is owned by insiders.

Trending Headlines about eBay

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

Analyst Ratings Changes

EBAY has been the topic of several analyst reports. Rothschild & Co Redburn lifted their price objective on eBay from $90.00 to $100.00 and gave the stock a “neutral” rating in a report on Tuesday. UBS Group set a $96.00 price target on shares of eBay in a research report on Thursday, February 19th. BMO Capital Markets reaffirmed an “outperform” rating and issued a $120.00 price target on shares of eBay in a report on Thursday, February 19th. Citizens Jmp reissued a “market outperform” rating and set a $115.00 price objective on shares of eBay in a report on Wednesday, January 28th. Finally, Bank of America boosted their target price on shares of eBay from $100.00 to $102.00 and gave the stock a “neutral” rating in a research report on Thursday, February 19th. Fourteen equities research analysts have rated the stock with a Buy rating, nineteen have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, eBay has an average rating of “Hold” and an average price target of $97.75.

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.