BNP PARIBAS ASSET MANAGEMENT Holding S.A. Reduces Stock Position in eBay Inc. $EBAY

BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed its holdings in shares of eBay Inc. (NASDAQ:EBAY) by 18.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 676,342 shares of the e-commerce company’s stock after selling 148,376 shares during the quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. owned 0.15% of eBay worth $60,937,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Financial Consulate Inc. bought a new stake in eBay during the third quarter worth approximately $27,000. Steigerwald Gordon & Koch Inc. bought a new position in shares of eBay in the third quarter worth about $28,000. Salomon & Ludwin LLC bought a new position in eBay in the 3rd quarter worth about $32,000. Sumitomo Mitsui Financial Group Inc. increased its position in shares of eBay by 155.3% during the second quarter. Sumitomo Mitsui Financial Group Inc. now owns 411 shares of the e-commerce company’s stock worth $30,000 after acquiring an additional 250 shares during the period. Finally, Cloud Capital Management LLC bought a new stake in shares of eBay during the third quarter valued at approximately $40,000. Institutional investors own 87.48% of the company’s stock.

eBay Price Performance

NASDAQ EBAY opened at $84.75 on Friday. The firm’s fifty day simple moving average is $88.24 and its two-hundred day simple moving average is $89.33. The firm has a market capitalization of $38.31 billion, a P/E ratio of 19.48, a P/E/G ratio of 1.91 and a beta of 1.38. The company has a current ratio of 0.92, a quick ratio of 0.92 and a debt-to-equity ratio of 1.06. eBay Inc. has a 12-month low of $58.71 and a 12-month high of $101.15.

eBay (NASDAQ:EBAY) last posted its quarterly earnings data 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. eBay had a return on equity of 42.62% and a net margin of 18.30%.The firm had revenue of $2.97 billion during the quarter, compared to analysts’ expectations of $2.87 billion. During the same quarter last year, the firm earned $1.25 EPS. The business’s quarterly revenue was up 15.0% on a year-over-year basis. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. Analysts forecast that eBay Inc. will post 3.86 EPS for the current fiscal year.

eBay Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 20th. Stockholders of record on Friday, March 6th will be issued a dividend of $0.31 per share. This represents a $1.24 annualized dividend and a dividend yield of 1.5%. This is an increase from eBay’s previous quarterly dividend of $0.29. The ex-dividend date is Friday, March 6th. eBay’s dividend payout ratio is currently 25.22%.

Key Headlines Impacting eBay

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

Several research analysts recently issued reports on the company. Sanford C. Bernstein reissued an “outperform” rating on shares of eBay in a research note on Thursday. Deutsche Bank Aktiengesellschaft increased their price target on eBay from $96.00 to $100.00 in a research report on Thursday, October 30th. Daiwa Securities Group decreased their price objective on eBay from $99.00 to $84.00 and set a “neutral” rating for the company in a report on Wednesday, November 12th. Wall Street Zen lowered shares of eBay from a “buy” rating to a “hold” rating in a research note on Saturday, February 7th. Finally, Morgan Stanley reiterated an “overweight” rating and set a $119.00 target price on shares of eBay in a report on Thursday. Fourteen research analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $96.68.

Insider Activity at eBay

In other eBay news, SVP Mazen Rawashdeh sold 1,920 shares of the firm’s stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $81.90, for a total value of $157,248.00. Following the completion of the transaction, the senior vice president owned 5,746 shares of the company’s stock, valued at approximately $470,597.40. This trade represents a 25.05% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, SVP Cornelius Boone sold 4,462 shares of the business’s stock in a transaction on Thursday, December 18th. The shares were 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 ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 43,584 shares of company stock valued at $3,918,282. Company insiders own 0.64% of the company’s stock.

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.