K.J. Harrison & Partners Inc bought a new position in shares of eBay Inc. (NASDAQ:EBAY – Free Report) during the third quarter, Holdings Channel reports. The fund bought 11,100 shares of the e-commerce company’s stock, valued at approximately $981,000.
Several other hedge funds have also made changes to their positions in EBAY. ABN AMRO Bank N.V. purchased a new stake in shares of eBay during the 2nd quarter valued at approximately $235,149,000. Arrowstreet Capital Limited Partnership increased its stake in eBay by 1,007.4% during the second quarter. Arrowstreet Capital Limited Partnership now owns 2,189,868 shares of the e-commerce company’s stock worth $163,058,000 after acquiring an additional 1,992,116 shares during the last quarter. M&G PLC raised its position in eBay by 88.8% in 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. Panagora Asset Management Inc. lifted its stake in shares of eBay by 1,416.4% in the 2nd quarter. Panagora Asset Management Inc. now owns 831,976 shares of the e-commerce company’s stock valued at $61,949,000 after purchasing an additional 777,109 shares during the last quarter. Finally, Jupiter Asset Management Ltd. lifted its stake in shares of eBay by 236.9% in the 3rd quarter. Jupiter Asset Management Ltd. now owns 893,087 shares of the e-commerce company’s stock valued at $81,226,000 after purchasing an additional 628,023 shares during the last quarter. Hedge funds and other institutional investors own 87.48% of the company’s stock.
Key Stories Impacting eBay
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
Analyst Ratings Changes
Read Our Latest Report on eBay
Insider Buying and Selling
In other news, SVP Jordan Douglas Bradle Sweetnam sold 1,009 shares of the stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $79.87, for a total value of $80,588.83. Following the sale, the senior vice president directly owned 5,743 shares in the company, valued at approximately $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 Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Mazen Rawashdeh sold 1,920 shares of eBay 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 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 ninety days. Insiders own 0.64% of the company’s stock.
eBay Stock Up 3.0%
Shares of NASDAQ:EBAY opened at $87.90 on Friday. The firm has a market capitalization 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. eBay Inc. has a 1 year low of $58.71 and a 1 year high of $101.15. The company has a debt-to-equity ratio of 1.30, a current ratio of 1.10 and a quick ratio of 1.10. The firm’s 50-day moving average is $88.54 and its two-hundred day moving average is $89.11.
eBay (NASDAQ:EBAY – Get Free Report) last posted its quarterly earnings data on Wednesday, February 18th. The e-commerce company reported $1.41 EPS for the quarter, beating 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 business had revenue of $2.97 billion during the quarter, compared to analyst estimates of $2.87 billion. During the same quarter last year, the firm posted $1.25 earnings per share. The business’s revenue for the quarter was up 15.0% compared to the same quarter last year. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. Analysts predict that eBay Inc. will post 3.86 EPS for the current year.
eBay Increases Dividend
The firm also recently declared a quarterly dividend, which will be paid on Friday, March 20th. Shareholders of record on Friday, March 6th will be paid a $0.31 dividend. This represents a $1.24 annualized dividend and a dividend 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 payout ratio is presently 26.67%.
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.
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