Hudson Bay Capital Management LP Has $3.14 Million Holdings in eBay Inc. $EBAY

Hudson Bay Capital Management LP trimmed its position in eBay Inc. (NASDAQ:EBAY) by 60.4% in the third quarter, according to its most recent filing with the SEC. The fund owned 34,529 shares of the e-commerce company’s stock after selling 52,654 shares during the period. Hudson Bay Capital Management LP’s holdings in eBay were worth $3,140,000 as of its most recent filing with the SEC.

Other hedge funds also recently modified their holdings of the company. Financial Consulate Inc. bought a new stake in eBay during the 3rd quarter worth $27,000. Steigerwald Gordon & Koch Inc. bought a new position in eBay in the third quarter valued at about $28,000. JPL Wealth Management LLC acquired a new stake in shares of eBay during the third quarter valued at about $28,000. Salomon & Ludwin LLC acquired a new stake in shares of eBay during the third quarter valued at about $32,000. Finally, Stance Capital LLC bought a new stake in shares of eBay during the third quarter worth about $35,000. Institutional investors and hedge funds own 87.48% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently issued reports on EBAY. Needham & Company LLC upped their price objective on eBay from $115.00 to $122.00 and gave the company a “buy” rating in a research note on Thursday, February 19th. Sanford C. Bernstein reiterated an “outperform” rating on shares of eBay in a research report on Thursday, February 19th. Morgan Stanley restated an “overweight” rating and issued a $119.00 price target on shares of eBay in a research report on Thursday, February 19th. Wedbush raised their price target on shares of eBay from $95.00 to $100.00 and gave the company a “neutral” rating in a research note on Friday, February 20th. Finally, Deutsche Bank Aktiengesellschaft lifted their price target on shares of eBay from $100.00 to $118.00 and gave the stock a “buy” rating in a report on Monday, February 23rd. Fourteen 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. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $97.97.

Insider Buying and Selling at eBay

In other news, SVP Mazen Rawashdeh sold 23,167 shares of eBay stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $93.59, for a total value of $2,168,199.53. Following the completion of the transaction, the senior vice president directly owned 28,915 shares of the company’s stock, valued at approximately $2,706,154.85. This trade represents a 44.48% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, SVP Jordan Douglas Bradle Sweetnam sold 12,978 shares of the business’s stock in a transaction dated Wednesday, March 18th. The shares were sold at an average price of $92.44, for a total value of $1,199,686.32. Following the completion of the transaction, the senior vice president directly owned 42,948 shares in the company, valued at $3,970,113.12. This represents a 23.21% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 87,280 shares of company stock valued at $8,067,074. 0.64% of the stock is currently owned by insiders.

eBay News Roundup

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Analyst upgrade: Citi raised its price target on eBay to $114 and reiterated a Buy, citing strength in eBay’s AI execution — a bullish signal that supports higher valuation expectations. Citi Raises eBay Target
• Positive Sentiment: Post‑earnings momentum explained: recent commentary (e.g., Zacks) highlights the stock’s rally since the earnings beat and the strategic importance of initiatives like the Depop acquisition and marketplace improvements that can lift GMV and margins. Why Is eBay Up 7.1% Since Last Earnings?
• Neutral Sentiment: Demand/marketing activity: consumer deal coverage and event livestreams (e.g., MegaCon Orlando) and promo rounds keep engagement and short‑term GMV stories visible, but are not guaranteed to change fundamentals immediately. MegaCon Orlando eBay livestreams
• Negative Sentiment: Insider selling: three senior VPs disclosed large share sales this week (multiple Form 4s show multi‑million dollar dispositions and double‑digit cuts to holdings) — a near‑term negative for sentiment even if sales can be for diversification or tax planning. Insider sale filings (SEC)
• Negative Sentiment: Regulatory / reputational risk: Mexico’s culture ministry urged eBay to stop sales of pre‑Hispanic artefacts — could prompt tighter category controls, removals or negative press in affected markets depending on eBay’s response. Mexico urges eBay to halt artefact sales

eBay Stock Performance

Shares of EBAY stock opened at $88.98 on Friday. The stock has a market capitalization of $39.86 billion, a PE ratio of 20.46, a PEG ratio of 1.86 and a beta of 1.38. The business’s 50 day simple moving average is $89.80 and its 200 day simple moving average is $88.48. The company has a debt-to-equity ratio of 1.30, a current ratio of 1.10 and a quick ratio of 1.10. eBay Inc. has a one year low of $58.71 and a one year high of $101.15.

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

eBay Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, March 20th. Investors of record on Friday, March 6th were issued a $0.31 dividend. The ex-dividend date was 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 1.4%. eBay’s dividend payout ratio (DPR) is presently 28.51%.

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.