eBay Inc. $EBAY Shares Sold by Clifford Swan Investment Counsel LLC

Clifford Swan Investment Counsel LLC lessened its stake in shares of eBay Inc. (NASDAQ:EBAY) by 3.9% in the third quarter, according to its most recent filing with the SEC. The fund owned 170,599 shares of the e-commerce company’s stock after selling 6,945 shares during the period. Clifford Swan Investment Counsel LLC’s holdings in eBay were worth $15,516,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of EBAY. GRIMES & Co WEALTH MANAGEMENT LLC purchased a new stake in shares of eBay in the 3rd quarter valued at approximately $770,000. Allianz Asset Management GmbH increased its holdings in shares of eBay by 10.9% in the 3rd quarter. Allianz Asset Management GmbH now owns 2,459,405 shares of the e-commerce company’s stock valued at $223,683,000 after purchasing an additional 242,168 shares during the period. Independent Advisor Alliance increased its stake in eBay by 407.8% in the 3rd quarter. Independent Advisor Alliance now owns 26,469 shares of the e-commerce company’s stock valued at $2,407,000 after buying an additional 21,257 shares during the period. Savant Capital LLC lifted its position in eBay by 19.4% in the 2nd quarter. Savant Capital LLC now owns 24,229 shares of the e-commerce company’s stock worth $1,804,000 after buying an additional 3,933 shares in the last quarter. Finally, Mirae Asset Global Investments Co. Ltd. boosted its stake in shares of eBay by 30.1% during the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 181,787 shares of the e-commerce company’s stock valued at $16,534,000 after buying an additional 42,048 shares during the period. 87.48% of the stock is owned by institutional investors.

eBay Trading Up 3.0%

Shares of EBAY stock opened at $87.90 on Friday. eBay Inc. has a 12 month low of $58.71 and a 12 month high of $101.15. The company has a market cap of $39.38 billion, a PE ratio of 20.21, a price-to-earnings-growth ratio of 1.78 and a beta of 1.38. The company has a quick ratio of 1.10, a current ratio of 1.10 and a debt-to-equity ratio of 1.30. The business’s 50 day moving average is $88.54 and its two-hundred day moving average is $89.11.

eBay (NASDAQ:EBAY) last posted 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 business had revenue of $2.97 billion for the quarter, compared to analyst estimates of $2.87 billion. eBay had a net margin of 18.30% and a return on equity of 43.04%. eBay’s revenue was up 15.0% compared to the same quarter last year. During the same period last year, the business posted $1.25 EPS. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. Equities analysts predict that eBay Inc. will post 3.86 EPS for the current year.

eBay Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, March 20th. Investors of record on Friday, March 6th will be given a dividend of $0.31 per share. The ex-dividend date of this dividend is Friday, March 6th. This represents a $1.24 annualized dividend and a dividend yield of 1.4%. This is a boost from eBay’s previous quarterly dividend of $0.29. eBay’s payout ratio is presently 26.67%.

Analysts Set New Price Targets

EBAY has been the subject of several recent research reports. Weiss Ratings reiterated a “buy (b)” rating on shares of eBay in a report on Monday, December 29th. Barclays dropped their target price on eBay from $105.00 to $104.00 and set an “overweight” rating on the stock in a research report on Thursday, February 19th. Rothschild & Co Redburn lifted their price target on eBay from $90.00 to $100.00 and gave the company a “neutral” rating in a report on Tuesday. Needham & Company LLC boosted their price target on eBay from $115.00 to $122.00 and gave the company a “buy” rating in a research note on Thursday, February 19th. Finally, Cantor Fitzgerald reaffirmed a “neutral” rating and set a $90.00 price objective on shares of eBay in a research report on Thursday, February 19th. Fourteen investment analysts have rated the stock with a Buy rating, nineteen have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $97.75.

eBay News Roundup

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

Insiders Place Their Bets

In other eBay news, SVP Jordan Douglas Bradle Sweetnam sold 33,441 shares of the firm’s stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $91.99, for a total value of $3,076,237.59. Following the sale, the senior vice president owned 4,733 shares of the company’s stock, valued at $435,388.67. This trade represents a 87.60% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, SVP Cornelius Boone sold 4,462 shares of eBay stock in a transaction that occurred 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 completion of the transaction, the senior vice president directly owned 91,921 shares in the company, valued at approximately $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 sold a total of 44,593 shares of company stock worth $3,998,870 over the last quarter. 0.64% of the stock is currently owned by company insiders.

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.