Generali Investments Management Co LLC Trims Position in eBay Inc. $EBAY

Generali Investments Management Co LLC decreased its holdings in shares of eBay Inc. (NASDAQ:EBAY) by 80.6% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,406 shares of the e-commerce company’s stock after selling 14,157 shares during the quarter. Generali Investments Management Co LLC’s holdings in eBay were worth $310,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the business. ABN AMRO Bank N.V. purchased a new position in eBay during the second quarter worth about $235,149,000. Arrowstreet Capital Limited Partnership increased its stake in shares of eBay by 1,007.4% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 2,189,868 shares of the e-commerce company’s stock valued at $163,058,000 after acquiring an additional 1,992,116 shares during the last quarter. M&G PLC boosted its position in shares of eBay by 88.8% in the second quarter. M&G PLC now owns 2,785,699 shares of the e-commerce company’s stock worth $206,142,000 after acquiring an additional 1,310,373 shares during the last quarter. Panagora Asset Management Inc. boosted its position in shares of eBay by 1,416.4% in the second quarter. Panagora Asset Management Inc. now owns 831,976 shares of the e-commerce company’s stock worth $61,949,000 after acquiring an additional 777,109 shares during the last quarter. Finally, Jupiter Asset Management Ltd. grew its holdings in eBay by 236.9% in the third 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 period. 87.48% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on the stock. Jefferies Financial Group cut their price target on shares of eBay from $65.00 to $60.00 and set an “underperform” rating on the stock in a research note on Monday, February 23rd. Barclays cut their target price on eBay from $105.00 to $104.00 and set an “overweight” rating on the stock in a research report on Thursday, February 19th. Wedbush boosted their price target on eBay from $95.00 to $100.00 and gave the company a “neutral” rating in a research report on Friday, February 20th. Bank of America upped their price target on eBay from $100.00 to $102.00 and gave the stock a “neutral” rating in a research note on Thursday, February 19th. Finally, Wells Fargo & Company lifted their price objective on eBay from $98.00 to $101.00 and gave the company an “equal weight” rating in a research note on Thursday, February 19th. Fourteen analysts have rated the stock with a Buy rating, nineteen have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $97.75.

Insider Activity

In related news, SVP Julie A. Loeger sold 2,896 shares of the firm’s stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $82.44, for a total transaction of $238,746.24. Following the completion of the sale, the senior vice president directly owned 55,990 shares of the company’s stock, valued at approximately $4,615,815.60. This trade represents a 4.92% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Cornelius Boone sold 4,462 shares of eBay stock in a transaction on Thursday, December 18th. The stock was sold at an average price of $83.94, for a total transaction of $374,540.28. Following the sale, the senior vice president directly owned 91,921 shares in the company, valued at $7,715,848.74. This trade represents a 4.63% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 44,593 shares of company stock valued at $3,998,870 over the last ninety days. 0.64% of the stock is owned by company insiders.

eBay Trading Up 3.4%

Shares of EBAY opened at $90.86 on Friday. eBay Inc. has a 12 month low of $58.71 and a 12 month high of $101.15. The stock’s 50-day moving average is $88.67 and its two-hundred day moving average is $89.08. 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 stock 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 (NASDAQ:EBAY) last posted its earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.35 by $0.06. The business had revenue of $2.97 billion during the quarter, compared to analyst estimates of $2.87 billion. eBay had a return on equity of 43.04% and a net margin of 18.30%.The company’s revenue for the quarter was up 15.0% compared to the same quarter last year. During the same quarter last year, the firm earned $1.25 earnings per share. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. Equities analysts forecast that eBay Inc. will post 3.86 earnings per share for the current fiscal year.

eBay Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, March 20th. Stockholders of record on Friday, March 6th will be given a dividend of $0.31 per share. The ex-dividend date of this dividend is Friday, March 6th. This is an increase from eBay’s previous quarterly dividend of $0.29. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.4%. eBay’s dividend payout ratio is presently 26.67%.

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

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.