USA Financial Formulas Buys New Holdings in eBay Inc. $EBAY

USA Financial Formulas purchased a new position in shares of eBay Inc. (NASDAQ:EBAY) in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 4,435 shares of the e-commerce company’s stock, valued at approximately $470,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. BlackRock Inc. bought a new position in eBay in the second quarter valued at approximately $4,406,897,000. Dimensional Fund Advisors LP raised its position in eBay by 1.7% during the first quarter. Dimensional Fund Advisors LP now owns 4,901,415 shares of the e-commerce company’s stock valued at $446,042,000 after purchasing an additional 80,450 shares in the last quarter. Legal & General Group Plc bought a new stake in eBay during the second quarter worth $506,653,000. Amundi lifted its stake in eBay by 26.4% during the second quarter. Amundi now owns 4,014,323 shares of the e-commerce company’s stock worth $448,601,000 after purchasing an additional 838,057 shares during the last quarter. Finally, Bank of America Corp DE lifted its stake in eBay by 0.8% during the first quarter. Bank of America Corp DE now owns 3,722,253 shares of the e-commerce company’s stock worth $338,799,000 after purchasing an additional 30,761 shares during the last quarter. Institutional investors own 87.48% of the company’s stock.

Insiders Place Their Bets

In other news, SVP Jordan Sweetnam sold 1,014 shares of the stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $101.39, for a total value of $102,809.46. Following the completion of the transaction, the senior vice president directly owned 35,546 shares in the company, valued at approximately $3,604,008.94. This represents a 2.77% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jamie Iannone sold 11,110 shares of the stock in a transaction on Monday, October 5th. The shares were sold at an average price of $107.08, for a total value of $1,189,658.80. Following the completion of the transaction, the chief executive officer owned 226,269 shares of the company’s stock, valued at $24,228,884.52. The trade was a 4.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 34,344 shares of company stock worth $3,635,567. Insiders own 0.67% of the company’s stock.

Key Stories Impacting eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: eBay’s 2026 Recommerce Report highlighted growing consumer demand for secondhand merchandise, supporting the company’s recommerce strategy and potentially expanding marketplace activity. eBay Stock Is Trending After Hours: Here’s Why
• Positive Sentiment: Analyst commentary identified eBay’s collectibles business, trading-card buybacks and a potential strategic investment from GameStop as possible sources of upside. However, the GameStop-related opportunity remains speculative. GameStop’s Collectibles Push, Trading Card Buybacks, eBay Stake Offer Strategic Upside, Analyst Says
• Positive Sentiment: Commentary continues to frame eBay Live and live-commerce features as a potential growth catalyst, particularly for collectibles and other high-engagement categories. eBay: Live Commerce Is The Next Growth Catalyst
• Neutral Sentiment: Unconfirmed takeover chatter previously lifted eBay and other online-marketplace stocks. With no confirmed transaction, investors may be reassessing the rally as rumor-driven rather than supported by a new strategic announcement. eBay Jumps 5% on Takeover Speculation
• Negative Sentiment: The stock’s retreat after its sharp advance is consistent with profit-taking and a pullback in takeover-related enthusiasm. This is a sentiment and valuation risk, not evidence of a confirmed fundamental change. eBay Jumps 5% to a 52-Week High on a Recycled GameStop Rumor

eBay Trading Down 2.1%

EBAY opened at $120.28 on Friday. The company has a market cap of $53.52 billion, a P/E ratio of 24.90, a PEG ratio of 3.18 and a beta of 1.33. The company has a current ratio of 1.02, a quick ratio of 1.02 and a debt-to-equity ratio of 1.10. The company’s 50 day moving average is $107.47 and its 200-day moving average is $107.94. eBay Inc. has a 1-year low of $78.03 and a 1-year high of $124.59.

eBay (NASDAQ:EBAY) last announced its quarterly earnings results on Wednesday, August 5th. The e-commerce company reported $1.60 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.50 by $0.10. The company had revenue of $3.13 billion for the quarter, compared to analyst estimates of $3.01 billion. eBay had a net margin of 18.50% and a return on equity of 47.88%. The firm’s revenue was up 14.8% on a year-over-year basis. During the same period in the previous year, the firm posted $1.37 EPS. eBay has set its Q3 2026 guidance at 1.360-1.420 EPS. Equities research analysts predict that eBay Inc. will post 4.87 earnings per share for the current fiscal year.

eBay Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, September 11th. Shareholders of record on Friday, August 28th were given a $0.31 dividend. The ex-dividend date was Friday, August 28th. This represents a $1.24 dividend on an annualized basis and a yield of 1.0%. eBay’s dividend payout ratio (DPR) is currently 25.67%.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on EBAY shares. Citizens Jmp downgraded eBay from an “outperform” rating to a “market perform” rating in a report on Tuesday, August 4th. Argus raised eBay from a “hold” rating to a “buy” rating and set a $133.00 price target for the company in a report on Friday, August 7th. Robert W. Baird set a $126.00 price target on eBay in a report on Thursday, August 6th. President Capital upped their price objective on eBay from $102.00 to $126.00 and gave the stock a “buy” rating in a research report on Thursday, June 25th. Finally, Rosenblatt Securities assumed coverage on eBay in a research report on Thursday, August 20th. They set a “buy” rating and a $120.00 price objective for the company. Two research analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating, sixteen have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, eBay has an average rating of “Hold” and an average target price of $115.24.

About eBay

eBay Inc (NASDAQ: EBAY) operates a global online marketplace that connects millions of buyers and sellers. The platform enables individuals, small businesses and larger retailers to list and purchase new, used and refurbished merchandise across categories such as electronics, fashion, collectibles, automotive parts, home goods and industrial products.

The company generates revenue primarily through fees charged to sellers for listing and selling items, along with advertising services and other marketplace-related offerings.