Dakota Wealth Management acquired a new position in eBay Inc. (NASDAQ:EBAY – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 6,796 shares of the e-commerce company’s stock, valued at approximately $618,000.
Several other large investors have also bought and sold shares of the company. ABN AMRO Bank N.V. acquired a new position in shares of eBay in the 2nd quarter worth approximately $235,149,000. Arrowstreet Capital Limited Partnership boosted its holdings in eBay by 1,007.4% during the second quarter. Arrowstreet Capital Limited Partnership now owns 2,189,868 shares of the e-commerce company’s stock worth $163,058,000 after buying an additional 1,992,116 shares in the last quarter. M&G PLC grew its position in 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 buying an additional 1,310,373 shares during the last quarter. Panagora Asset Management Inc. increased its holdings 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 valued at $61,949,000 after buying an additional 777,109 shares in the last quarter. Finally, Jupiter Asset Management Ltd. lifted its position in shares of eBay by 236.9% during the 3rd quarter. Jupiter Asset Management Ltd. now owns 893,087 shares of the e-commerce company’s stock valued at $81,226,000 after acquiring an additional 628,023 shares during the last quarter. Institutional investors own 87.48% of the company’s stock.
More eBay News
Here are the key news stories impacting eBay this week:
- Positive Sentiment: Company-led cost actions — eBay said it will cut roughly 800 roles (~6% of its global workforce) to “realign operations” and reinvest in priority areas; the market is treating the move as a near-term cost-saving/efficiency play that supports margins. Ebay slashes 6% of workforce as e-commerce firm realigns operations — Reuters
- Positive Sentiment: Depop acquisition positions eBay for Gen‑Z/resale growth — the $1.2B buy increases exposure to recommerce and younger users, a strategic expansion investors see as revenue and GMV growth potential that can justify reinvestment. Ebay axing 800 jobs after $1.2B Depop acquisition spurs ‘strategic’ restructuring — MSN
- Positive Sentiment: Recent earnings/guide support upside — eBay beat on Q4 EPS/revenue and set Q1 guidance above some expectations, reinforcing the narrative of improving monetization and strong recommerce trends. eBay’s Q4 Earnings Call: Our Top 5 Analyst Questions — Yahoo Finance
- Positive Sentiment: Analyst support — Deutsche Bank raised its price target, adding institutional endorsement that likely helped buying interest. Deutsche Bank Aktiengesellschaft Raises eBay (NASDAQ:EBAY) Price Target to $118.00 — AmericanBankingNews
- Neutral Sentiment: Legal settlement resolved — eBay and former executives settled a high‑profile harassment/stalking lawsuit, removing a multi‑year legal overhang; this reduces uncertainty but leaves reputational considerations. Couple harassed by eBay employees settle lawsuit against company, ex‑CEO — Reuters
- Neutral Sentiment: Platform engagement/marketing noise — viral listings (Ikea toy, Pokémon Day drops) and promotional events boost traffic/brand engagement but are unlikely to move fundamentals materially. Punch the Baby Monkey’s Ikea Plushie Is Selling for Hundreds on eBay — Gizmodo
- Negative Sentiment: Analyst downgrade/expectation cuts — Jefferies trimmed expectations for eBay, which could cap upside if other firms follow or if execution against Depop integration disappoints. Jefferies Financial Group Has Lowered Expectations for eBay (NASDAQ:EBAY) Stock Price — AmericanBankingNews
- Negative Sentiment: Reorg risks — layoffs and integration of Depop carry execution, one‑time charges and culture/retention risk that could pressure costs or growth if mishandled. EBay is laying off about 800 workers, 6% of global workforce — Mercury News
eBay Trading Up 3.0%
eBay (NASDAQ:EBAY – Get Free Report) last posted its quarterly earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share for the quarter, topping analysts’ consensus estimates of $1.35 by $0.06. The firm had revenue of $2.97 billion for the quarter, compared to the consensus estimate of $2.87 billion. eBay had a net margin of 18.30% and a return on equity of 43.04%. The business’s revenue was up 15.0% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.25 earnings per share. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. As a group, research analysts predict that eBay Inc. will post 3.86 earnings per share for the current year.
eBay Increases Dividend
The business also recently announced a quarterly dividend, which will be paid on Friday, March 20th. Stockholders of record on Friday, March 6th will be issued a $0.31 dividend. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend is Friday, March 6th. This is a boost from eBay’s previous quarterly dividend of $0.29. eBay’s payout ratio is currently 26.67%.
Analyst Ratings Changes
A number of equities research analysts have recently issued reports on EBAY shares. Stifel Nicolaus boosted their target price on eBay from $88.00 to $94.00 and gave the stock a “hold” rating in a research report on Thursday, February 19th. Cantor Fitzgerald reaffirmed a “neutral” rating and set a $90.00 price objective on shares of eBay in a research note on Thursday, February 19th. Truist Financial set a $94.00 price target on shares of eBay and gave the company a “hold” rating in a report on Thursday, February 19th. Citizens Jmp reissued a “market outperform” rating and set a $115.00 price target on shares of eBay in a research report on Wednesday, January 28th. Finally, Rothschild & Co Redburn upped their price objective on shares of eBay from $90.00 to $100.00 and gave the company a “neutral” rating in a research note on Tuesday. Fourteen analysts have rated the stock with a Buy rating, nineteen have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, eBay presently has an average rating of “Hold” and a consensus price target of $97.75.
Check Out Our Latest Report on eBay
Insider Buying and Selling
In related news, SVP Mazen Rawashdeh sold 1,920 shares of the business’s stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $81.90, for a total value of $157,248.00. Following the sale, the senior vice president owned 5,746 shares of the company’s stock, valued at $470,597.40. The trade was a 25.05% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Cornelius Boone sold 4,462 shares of the stock in a transaction on Thursday, December 18th. The stock was sold at an average price of $83.94, for a total value of $374,540.28. Following the transaction, the senior vice president owned 91,921 shares of the company’s stock, valued at $7,715,848.74. This represents a 4.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 44,593 shares of company stock worth $3,998,870 over the last 90 days. Corporate insiders own 0.64% of the company’s stock.
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.
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