Alberta Investment Management Corp Invests $5.20 Million in eBay Inc. $EBAY

Alberta Investment Management Corp bought a new stake in eBay Inc. (NASDAQ:EBAY) during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 57,200 shares of the e-commerce company’s stock, valued at approximately $5,202,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Miracle Mile Advisors LLC increased its position in eBay by 0.4% during the 3rd quarter. Miracle Mile Advisors LLC now owns 29,151 shares of the e-commerce company’s stock worth $2,651,000 after purchasing an additional 118 shares in the last quarter. Garrett Wealth Advisory Group LLC increased its position in shares of eBay by 3.8% in the second quarter. Garrett Wealth Advisory Group LLC now owns 3,278 shares of the e-commerce company’s stock worth $244,000 after acquiring an additional 119 shares in the last quarter. Groupe la Francaise raised its stake in shares of eBay by 8.2% in the 2nd quarter. Groupe la Francaise now owns 1,621 shares of the e-commerce company’s stock valued at $121,000 after acquiring an additional 123 shares during the period. Parkside Financial Bank & Trust lifted its holdings in shares of eBay by 9.0% during the 2nd quarter. Parkside Financial Bank & Trust now owns 1,666 shares of the e-commerce company’s stock valued at $124,000 after acquiring an additional 137 shares in the last quarter. Finally, Empower Advisory Group LLC boosted its position in eBay by 3.5% during the 2nd quarter. Empower Advisory Group LLC now owns 4,566 shares of the e-commerce company’s stock worth $340,000 after purchasing an additional 153 shares during the period. 87.48% of the stock is currently owned by institutional investors and hedge funds.

eBay News Summary

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Q4 beat and strong Q1 guidance — eBay reported Q4 non‑GAAP EPS of $1.41 vs. $1.35 expected and revenue above estimates; management issued Q1 EPS and revenue guidance above consensus, which supports near‑term earnings momentum. Article Title
• Positive Sentiment: Depop acquisition expands Gen‑Z exposure — eBay agreed to buy Depop from Etsy for ~$1.2B in cash, giving it a foothold in secondhand fashion and younger buyers that could boost GMV and ad/commerce monetization over time. Article Title
• Positive Sentiment: Shareholder returns lifted — Board raised the quarterly dividend to $0.31 (≈7% increase) and authorized an incremental $2.0B repurchase program, signaling capital‑return confidence. Article Title
• Positive Sentiment: Analyst upgrades and price‑target increases — Multiple firms (Needham, Baird, Wells Fargo, Evercore, Goldman Sachs among others) raised targets or upgraded coverage following the results/Depop deal, adding buying interest. Article Title
• Neutral Sentiment: Short‑interest report shows no clear change — a short‑interest entry in the feed is effectively zero/invalid and provides no actionable signal on positioning. (Data appears unreliable.)
• Negative Sentiment: Heavy put option activity — unusually large volume of put buys was reported around the print, which can reflect hedging or bearish speculative positioning and adds short‑term downside pressure. Article Title
• Negative Sentiment: Near‑term dilution and margin pressure flagged — management and analysts note the Depop deal will be a low single‑digit drag to near‑term non‑GAAP operating income with accretion only later (and Q4 gross margin slipped due to investments like managed shipping/Authenticity). Article Title
• Negative Sentiment: Insider and some institutional selling — recent filings cited notable insider sales and large institutional rebalancing in Q4, which can cap upside if persistent. Article Title

Wall Street Analyst Weigh In

A number of research analysts have commented on the company. Sanford C. Bernstein restated an “outperform” rating on shares of eBay in a research note on Thursday. Deutsche Bank Aktiengesellschaft boosted their price target on eBay from $96.00 to $100.00 in a research report on Thursday, October 30th. Truist Financial set a $94.00 price objective on shares of eBay and gave the company a “hold” rating in a research report on Thursday. Robert W. Baird lifted their price objective on shares of eBay from $100.00 to $105.00 and gave the company an “outperform” rating in a research note on Thursday. Finally, The Goldman Sachs Group upgraded shares of eBay from a “sell” rating to a “neutral” rating and set a $88.00 target price for the company in a research note on Thursday. Fourteen research analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $96.68.

Insider Transactions at eBay

In other news, SVP Julie A. Loeger sold 2,896 shares of the business’s stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $82.44, for a total value of $238,746.24. Following the sale, the senior vice president owned 55,990 shares of the company’s stock, valued at approximately $4,615,815.60. The trade was a 4.92% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Cornelius Boone sold 4,462 shares of the company’s stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $83.94, for a total transaction of $374,540.28. Following the completion of the sale, the senior vice president directly owned 91,921 shares of the company’s stock, valued at $7,715,848.74. The trade was a 4.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 43,584 shares of company stock valued at $3,918,282. 0.64% of the stock is currently owned by company insiders.

eBay Price Performance

Shares of EBAY opened at $84.75 on Friday. eBay Inc. has a one year low of $58.71 and a one year high of $101.15. The stock’s fifty day moving average is $88.24 and its 200-day moving average is $89.33. The company has a debt-to-equity ratio of 1.06, a quick ratio of 0.92 and a current ratio of 0.92. The firm has a market capitalization of $38.31 billion, a price-to-earnings ratio of 19.48, a price-to-earnings-growth ratio of 1.91 and a beta of 1.38.

eBay (NASDAQ:EBAY) last announced 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 firm had revenue of $2.97 billion during the quarter, compared to analyst estimates of $2.87 billion. eBay had a net margin of 18.30% and a return on equity of 42.62%. eBay’s revenue was up 15.0% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.25 EPS. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. Equities analysts anticipate that eBay Inc. will post 3.86 EPS for the current year.

eBay Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, March 20th. Investors of record on Friday, March 6th will be issued a dividend of $0.31 per share. The ex-dividend date of this dividend is Friday, March 6th. This is a positive change from eBay’s previous quarterly dividend of $0.29. This represents a $1.24 annualized dividend and a yield of 1.5%. eBay’s dividend payout ratio is presently 25.22%.

About eBay

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.