Bellwether Advisors LLC Increases Holdings in eBay Inc. $EBAY

Bellwether Advisors LLC raised its stake in eBay Inc. (NASDAQ:EBAY) by 13,076.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 22,269 shares of the e-commerce company’s stock after purchasing an additional 22,100 shares during the quarter. Bellwether Advisors LLC’s holdings in eBay were worth $2,025,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently modified their holdings of the company. Invesco Ltd. lifted its position in eBay by 1.7% during the 2nd quarter. Invesco Ltd. now owns 8,581,556 shares of the e-commerce company’s stock worth $638,983,000 after acquiring an additional 140,160 shares in the last quarter. Impax Asset Management Group plc raised its stake in shares of eBay by 7.8% during the second quarter. Impax Asset Management Group plc now owns 3,810,634 shares of the e-commerce company’s stock valued at $282,838,000 after purchasing an additional 275,344 shares during the period. ABN AMRO Bank N.V. acquired a new position in shares of eBay during the second quarter worth $235,149,000. Robeco Institutional Asset Management B.V. boosted its stake in shares of eBay by 5.9% in the third quarter. Robeco Institutional Asset Management B.V. now owns 2,817,489 shares of the e-commerce company’s stock valued at $256,251,000 after purchasing an additional 157,537 shares during the period. Finally, M&G PLC grew its holdings in eBay by 88.8% during the 2nd quarter. M&G PLC now owns 2,785,699 shares of the e-commerce company’s stock valued at $206,142,000 after purchasing an additional 1,310,373 shares in the last quarter. Hedge funds and other institutional investors own 87.48% of the company’s stock.

eBay News Summary

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Earnings and guidance beat expectations — eBay reported fiscal results showing revenue and EPS upside and gave Q1 guidance that implies continued profitability expansion; that fundamental improvement is the main positive driver. EBAY stock
• Positive Sentiment: Management presentation at the Morgan Stanley TMT conference reiterated strategy and outlook, helping investor confidence by putting growth, margin plans and execution front-and-center. eBay Inc. (EBAY) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
• Neutral Sentiment: Leadership update in Canada (appointment of a veteran GM) supports regional execution but is a localized positive with limited market impact. eBay Canada Appoints eBay Veteran Ashley Lawrence as General Manager
• Neutral Sentiment: Short-interest reports in the data feed show zeros and NaN increases — likely a reporting/data anomaly rather than a real surge in shorting; not a clear driver. (No linked article)
• Neutral Sentiment: Industry/partner news (Seedtag hire, TopDawg ranking) may signal continued evolution in digital advertising and fulfillment that indirectly affects e-commerce dynamics, but these are peripheral to eBay’s near-term stock move. Seedtag Welcomes Brendan McCarthy as Chief Marketing & Communications Officer TopDawg Ranked #1 U.S. Dropshipping Supplier for 2026 by USA Today
• Negative Sentiment: Restructuring and layoffs (around 800 roles cut, heavy reductions at the San Jose office) create short-term headwinds: cost savings could boost margins, but execution risks, severance charges and morale/retention concerns are negatives for investors. eBay to cut around 800 roles amid restructuring drive eBay slashes hundreds of Bay Area jobs, mainly at San Jose head office
• Negative Sentiment: Reputational/legal risk: a Channel 4 documentary about alleged corporate wrongdoing could draw negative attention and potential reputational or regulatory scrutiny, which investors will monitor. Channel 4 Buys ‘eBay Scandal’ Doc That Tells Shocking Story Of Corporate Espionage

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on the stock. Arete Research boosted their price objective on shares of eBay from $91.00 to $103.00 and gave the stock a “neutral” rating in a report on Thursday, January 15th. Citizens Jmp reaffirmed a “market outperform” rating and set a $115.00 target price on shares of eBay in a research report on Wednesday, January 28th. Evercore boosted their price target on eBay from $93.00 to $94.00 in a research note on Thursday, February 19th. Jefferies Financial Group reduced their price target on eBay from $65.00 to $60.00 and set an “underperform” rating for the company in a report on Monday, February 23rd. Finally, Morgan Stanley restated an “overweight” rating and set a $119.00 price objective on shares of eBay in a report on Thursday, February 19th. Fourteen equities research analysts have rated the stock with a Buy rating, nineteen have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $97.75.

eBay Price Performance

Shares of NASDAQ EBAY opened at $89.63 on Wednesday. The company has a current ratio of 1.10, a quick ratio of 1.10 and a debt-to-equity ratio of 1.30. The company has a market capitalization of $40.15 billion, a price-to-earnings ratio of 20.60, a price-to-earnings-growth ratio of 1.86 and a beta of 1.38. eBay Inc. has a twelve month low of $58.71 and a twelve month high of $101.15. The business has a 50 day simple moving average of $88.87 and a 200-day simple moving average of $88.79.

eBay (NASDAQ:EBAY) last released its quarterly earnings data on Wednesday, February 18th. The e-commerce company reported $1.41 EPS for the quarter, topping analysts’ consensus estimates 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 the consensus estimate of $2.87 billion. During the same quarter in the previous year, the company posted $1.25 earnings per share. The firm’s revenue was up 15.0% on a year-over-year basis. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. As a group, equities research analysts expect that eBay Inc. will post 3.86 earnings per share 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 paid a dividend of $0.31 per share. This represents a $1.24 annualized dividend and a yield of 1.4%. This is a positive change from eBay’s previous quarterly dividend of $0.29. The ex-dividend date is Friday, March 6th. eBay’s dividend payout ratio (DPR) is currently 26.67%.

Insider Buying and Selling at eBay

In other eBay news, SVP Jordan Douglas Bradle Sweetnam sold 1,009 shares of the firm’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $79.87, for a total value of $80,588.83. Following the transaction, the senior vice president owned 5,743 shares of the company’s stock, valued at $458,693.41. This trade represents a 14.94% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Mazen Rawashdeh sold 1,920 shares of the company’s stock in a transaction that occurred 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 transaction, the senior vice president directly owned 5,746 shares of the company’s stock, valued at $470,597.40. This trade represents a 25.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 44,593 shares of company stock worth $3,998,870 in the last ninety days. 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.