Cornerstone Advisors LLC Sells 11,300 Shares of eBay Inc. $EBAY

Cornerstone Advisors LLC reduced its stake in eBay Inc. (NASDAQ:EBAY) by 36.6% during the third quarter, according to its most recent filing with the SEC. The fund owned 19,600 shares of the e-commerce company’s stock after selling 11,300 shares during the quarter. Cornerstone Advisors LLC’s holdings in eBay were worth $1,783,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in the stock. Invesco Ltd. boosted its stake in eBay by 1.7% in the second quarter. Invesco Ltd. now owns 8,581,556 shares of the e-commerce company’s stock valued at $638,983,000 after acquiring an additional 140,160 shares during the last quarter. Impax Asset Management Group plc raised its holdings in shares of eBay by 7.8% in the 2nd quarter. Impax Asset Management Group plc now owns 3,810,634 shares of the e-commerce company’s stock worth $282,838,000 after purchasing an additional 275,344 shares during the period. ABN AMRO Bank N.V. purchased a new position in eBay in the second quarter valued at approximately $235,149,000. Robeco Institutional Asset Management B.V. grew its holdings in eBay by 5.9% during 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 second 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 during the period. Hedge funds and other institutional investors own 87.48% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have issued reports on EBAY shares. Citigroup restated a “market outperform” rating on shares of eBay in a research note on Thursday, October 30th. Piper Sandler reaffirmed an “overweight” rating and set a $105.00 price objective on shares of eBay in a report on Thursday. Wells Fargo & Company increased their target price on shares of eBay from $96.00 to $98.00 and gave the stock an “equal weight” rating in a research report on Thursday, January 8th. Rothschild & Co Redburn lowered their price target on shares of eBay from $95.00 to $90.00 in a research report on Friday, November 7th. Finally, BNP Paribas Exane initiated coverage on shares of eBay in a research note on Monday, November 24th. They issued a “hold” rating for the company. Fourteen equities research analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $95.45.

eBay News Summary

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Q4 results beat and upbeat Q1 guidance — eBay reported non‑GAAP EPS of $1.41 and revenue ≈$3.0B, topping estimates, and issued Q1 2026 EPS guidance of $1.53–$1.59 (well above consensus). This is the primary catalyst for the stock rally. Read More.
• Positive Sentiment: Acquisition of Depop for ~$1.2B — eBay is buying Depop from Etsy to boost its recommerce/fashion footprint and accelerate engagement with Gen‑Z and millennial buyers, supporting longer‑term GMV expansion. Read More.
• Positive Sentiment: Shareholder returns stepped up — board raised the quarterly dividend to $0.31 (≈7% increase) and authorized an incremental $2.0B repurchase program, which supports EPS and signals confidence from management. Read More.
• Neutral Sentiment: Mixed analyst reactions — some firms (Citi, Needham) reiterated Buy ratings and raised price targets, while others (Bank of America) stayed cautious with a Hold; analysts see upside but differ on sustainable EPS leverage. Read More.
• Neutral Sentiment: Macro/headline market pressure — broader market futures fell on geopolitical tensions and mixed Fed commentary, which can mute follow‑through even after positive corporate news. Read More.
• Negative Sentiment: Unusual put buying — traders bought a large volume of put options (well above typical levels), indicating elevated short‑term hedging or bearish bets that could amplify downside on any negative headline. Read More.
• Negative Sentiment: Significant insider selling and institutional rebalancing — filings show multiple insider sales and large institutional position changes, which investors may read as a cautionary signal even though these trades have various explanations. Read More.

eBay Stock Up 2.8%

Shares of NASDAQ EBAY opened at $82.18 on Thursday. The company has a current ratio of 0.92, a quick ratio of 0.92 and a debt-to-equity ratio of 1.06. The business has a 50-day moving average of $88.24 and a 200-day moving average of $89.36. The firm has a market capitalization of $37.15 billion, a price-to-earnings ratio of 17.87, a PEG ratio of 1.86 and a beta of 1.38. eBay Inc. has a 12 month low of $58.71 and a 12 month high of $101.15.

eBay (NASDAQ:EBAY) last announced its earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share for the quarter, beating analysts’ consensus estimates of $1.35 by $0.06. eBay had a net margin of 20.37% and a return on equity of 41.94%. The business had revenue of $2.97 billion for the quarter, compared to the consensus estimate of $2.87 billion. During the same period last year, the firm posted $1.25 earnings per share. eBay’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. Sell-side analysts expect that eBay Inc. will post 3.86 earnings per share 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. The ex-dividend date of this dividend is Friday, March 6th. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.5%. This is an increase from eBay’s previous quarterly dividend of $0.29. eBay’s payout ratio is presently 25.22%.

Insider Activity at eBay

In related news, SVP Mazen Rawashdeh sold 1,920 shares of the company’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 directly owned 5,746 shares in the company, valued at approximately $470,597.40. The trade was a 25.05% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Jordan Douglas Bradle Sweetnam sold 33,441 shares of the stock in a transaction on Friday, January 30th. The shares were sold at an average price of $91.99, for a total value of $3,076,237.59. Following the completion of the transaction, the senior vice president directly owned 4,733 shares in the company, valued at approximately $435,388.67. This represents a 87.60% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 43,584 shares of company stock valued at $3,918,282 over the last ninety days. 0.64% of the stock is currently owned by insiders.

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.