Concurrent Investment Advisors LLC increased its position in eBay Inc. (NASDAQ:EBAY – Free Report) by 151.3% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,990 shares of the e-commerce company’s stock after purchasing an additional 4,810 shares during the period. Concurrent Investment Advisors LLC’s holdings in eBay were worth $696,000 at the end of the most recent reporting period.
A number of other hedge funds also recently bought and sold shares of the company. GRIMES & Co WEALTH MANAGEMENT LLC purchased a new stake in eBay in the 3rd quarter worth $770,000. Allianz Asset Management GmbH lifted its stake in 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 worth $223,683,000 after purchasing an additional 242,168 shares in the last quarter. Independent Advisor Alliance lifted 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 worth $2,407,000 after purchasing an additional 21,257 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. lifted its stake in eBay by 30.1% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 181,787 shares of the e-commerce company’s stock worth $16,534,000 after purchasing an additional 42,048 shares in the last quarter. Finally, Northstar Advisory Group LLC lifted its stake in eBay by 31.6% in the 3rd quarter. Northstar Advisory Group LLC now owns 59,129 shares of the e-commerce company’s stock worth $5,378,000 after purchasing an additional 14,204 shares in the last quarter. Institutional investors own 87.48% of the company’s stock.
eBay News Roundup
Here are the key news stories impacting eBay this week:
- Positive Sentiment: Multiple firms raised price targets sharply (Citizens Jmp to $120, BMO to $130, Robert W. Baird to $117 and Needham reiterated Buy at $122), signaling renewed analyst confidence after Q1 strength. Citizens Jmp raises target to $120 (Benzinga)
- Positive Sentiment: BMO’s lift to a $130 target is the largest upside call and suggests some analysts see substantial continued GMV/ad monetization upside. BMO raises PT to $130 (MarketScreener)
- Positive Sentiment: Robert W. Baird raised its target to $117, another vote of confidence that boosts upside expectations. Baird raises PT to $117 (MarketScreener)
- Positive Sentiment: Needham reaffirmed a Buy and kept a $122 target, reinforcing bullish views among some growth‑oriented analysts. Needham reaffirms Buy at $122 (Benzinga)
- Neutral Sentiment: Q1 results beat expectations — $1.66 EPS and $3.09B revenue (+19.5% y/y) with strong GMV and ad performance — supporting the analyst upgrades but the reaction was mixed because guidance left some uncertainty. eBay reports Q1 2026 results (Yahoo Finance)
- Neutral Sentiment: eBay guided Q2 GMV to $21.3B–$21.7B (up y/y but below Q1’s level) and flagged steady revenue; guidance helped revenue estimates but left some investors cautious about H2 momentum. Reuters: eBay forecasts Q2 revenue above estimates
- Neutral Sentiment: eBay declared a $0.31 quarterly dividend (record May 29, payable June 12), a small income signal but not a material value driver.
- Negative Sentiment: Some brokers remain cautious or set targets below the current price (TD Cowen to $88; Jefferies to $65), which can cap upside and add downside risk if sentiment shifts. TD Cowen lowers PT to $88 (MarketScreener)
- Negative Sentiment: Market commentary flagged second‑half growth concerns despite the Q1 beat; that caution explains earlier intraday selling and could drive volatility if future GMV guidance softens. Blockonomi: stock slides despite Q1 beat
Wall Street Analyst Weigh In
Read Our Latest Analysis on EBAY
eBay Stock Performance
eBay stock opened at $104.07 on Friday. The company’s 50-day moving average price is $94.21 and its 200-day moving average price is $89.74. eBay Inc. has a twelve month low of $67.48 and a twelve month high of $107.34. The company has a quick ratio of 1.10, a current ratio of 1.22 and a debt-to-equity ratio of 1.36. The company has a market cap of $46.62 billion, a PE ratio of 23.60, a price-to-earnings-growth ratio of 2.16 and a beta of 1.39.
eBay (NASDAQ:EBAY – Get Free Report) last posted its earnings results on Wednesday, April 29th. The e-commerce company reported $1.66 earnings per share for the quarter, topping analysts’ consensus estimates of $1.58 by $0.08. eBay had a net margin of 17.58% and a return on equity of 46.11%. The firm had revenue of $3.09 billion for the quarter, compared to the consensus estimate of $3.04 billion. During the same period in the previous year, the firm posted $1.38 EPS. The business’s quarterly revenue was up 19.5% on a year-over-year basis. eBay has set its Q2 2026 guidance at 1.090-1.140 EPS. On average, equities research analysts forecast that eBay Inc. will post 4.89 EPS for the current fiscal year.
eBay Dividend Announcement
The company also recently disclosed a quarterly dividend, which will be paid on Friday, June 12th. Investors of record on Friday, May 29th will be given a $0.31 dividend. This represents a $1.24 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend is Friday, May 29th. eBay’s dividend payout ratio is 28.12%.
Insider Activity
In related news, SVP Jordan Douglas Bradle Sweetnam sold 12,113 shares of the business’s stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $100.36, for a total transaction of $1,215,660.68. Following the completion of the transaction, the senior vice president owned 30,835 shares in the company, valued at $3,094,600.60. The trade was a 28.20% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jamie Iannone sold 21,000 shares of the company’s stock in a transaction on Monday, April 6th. The shares were sold at an average price of $97.37, for a total value of $2,044,770.00. Following the completion of the transaction, the chief executive officer directly owned 352,653 shares in the company, valued at $34,337,822.61. This trade represents a 5.62% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 86,952 shares of company stock valued at $8,251,267. Company insiders own 0.64% of the company’s stock.
eBay 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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