eBay Inc. $EBAY Shares Sold by Smead Capital Management Inc.

Smead Capital Management Inc. trimmed its position in eBay Inc. (NASDAQ:EBAY) by 25.9% during the third quarter, HoldingsChannel.com reports. The firm owned 2,173,735 shares of the e-commerce company’s stock after selling 758,661 shares during the quarter. eBay comprises 3.8% of Smead Capital Management Inc.’s investment portfolio, making the stock its 11th biggest position. Smead Capital Management Inc.’s holdings in eBay were worth $197,701,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. ABN AMRO Bank N.V. acquired a new stake in eBay during the 2nd quarter worth approximately $235,149,000. Arrowstreet Capital Limited Partnership grew 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 buying an additional 1,992,116 shares during the period. M&G PLC increased its position in shares of eBay by 88.8% in the second quarter. M&G PLC now owns 2,785,699 shares of the e-commerce company’s stock worth $206,142,000 after acquiring an additional 1,310,373 shares in the last quarter. Panagora Asset Management Inc. raised 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 acquiring an additional 777,109 shares during the period. Finally, Jupiter Asset Management Ltd. raised 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 acquiring an additional 628,023 shares during the period. Hedge funds and other institutional investors own 87.48% of the company’s stock.

eBay Stock Up 3.9%

NASDAQ:EBAY opened at $88.07 on Friday. The company has a debt-to-equity ratio of 1.06, a quick ratio of 0.92 and a current ratio of 0.92. The company has a market capitalization of $39.81 billion, a price-to-earnings ratio of 20.25, a price-to-earnings-growth ratio of 1.98 and a beta of 1.38. eBay Inc. has a one year low of $58.71 and a one year high of $101.15. The stock has a 50-day simple moving average of $88.30 and a 200 day simple moving average of $89.30.

eBay (NASDAQ:EBAY) last released its earnings results 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. The company had revenue of $2.97 billion for the quarter, compared to the consensus estimate of $2.87 billion. eBay had a return on equity of 42.62% and a net margin of 18.30%.eBay’s quarterly revenue was up 15.0% compared to the same quarter last year. During the same quarter last year, the business posted $1.25 EPS. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. Sell-side analysts predict that eBay Inc. will post 3.86 EPS for the current fiscal year.

eBay Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, March 20th. Shareholders of record on Friday, March 6th will be paid a dividend of $0.31 per share. The ex-dividend date is Friday, March 6th. This is a positive change from eBay’s previous quarterly dividend of $0.29. This represents a $1.24 annualized dividend and a yield of 1.4%. eBay’s payout ratio is presently 25.22%.

Key eBay News

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Q4 results and guidance beat expectations — eBay reported stronger-than-expected Q4 revenue and EPS and issued constructive Q1 2026 guidance, which underpins today’s upside. eBay Q4 Earnings & Revenues Surpass Estimates, Both Increase Y/Y
• Positive Sentiment: Depop acquisition (≈$1.2B) adds scale in recommerce and Gen‑Z fashion — the deal strengthens eBay’s exposure to younger buyers and high-growth secondhand apparel, a strategic growth vector investors like. eBay to Buy Etsy’s Depop for $1.2 Billion. Both Stocks Are Jumping.
• Positive Sentiment: Shareholder returns boosted — eBay raised its quarterly dividend and authorized incremental buybacks (noted in recent reports), which supports near-term investor sentiment and yield-focused demand. eBay shares jump as Q4 results, upbeat Q1 outlook, and Depop deal boost sentiment
• Neutral Sentiment: Analysts are raising targets and adjusting ratings — multiple banks (Baird, Wedbush, Bank of America, etc.) lifted price targets after the results and Depop deal; this ratchets up expectations but also bakes in upside. These eBay Analysts Raise Price Targets On Strong Q4, 2026 Guide And Depop Acquisition
• Neutral Sentiment: Market/data noise around short interest — recent short-interest posts in feeds appear inconsistent (zeros/NaN) and don’t present a clear signal today. No actionable change from short-interest data at this time.
• Negative Sentiment: Options and hedging activity show caution — unusually large put-option volumes were reported, indicating some traders are hedging or betting on near-term weakness despite the rally. Investors Buy Large Volume of eBay Put Options (NASDAQ:EBAY)
• Negative Sentiment: Insider selling continues — a recent SVP sale (1,009 shares) and a pattern of insider disposals were disclosed; while individual sales are small, persistent insider selling can temper sentiment. Insider Sale Filing
• Negative Sentiment: Near-term margin and dilution risks from Depop — management expects low single-digit headwinds to operating income and EPS dilution with accretion only by 2028; investors should weigh strategic upside vs. short-term earnings drag. Why eBay’s Depop Acquisition Matters More Than the Earnings Beat

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on EBAY. Cantor Fitzgerald reaffirmed a “neutral” rating and set a $90.00 price target on shares of eBay in a research report on Thursday. BNP Paribas Exane upped their target price on eBay from $90.00 to $97.00 and gave the stock a “neutral” rating in a research report on Thursday. Morgan Stanley reiterated an “overweight” rating and issued a $119.00 target price on shares of eBay in a research note on Thursday. UBS Group set a $96.00 price target on eBay in a research report on Thursday. Finally, Arete Research increased their price objective on shares of eBay from $91.00 to $103.00 and gave the company a “neutral” rating in a research report on Thursday, January 15th. Fourteen investment analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $96.84.

Insider Buying and Selling at eBay

In related news, SVP Mazen Rawashdeh sold 1,920 shares of the business’s stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $81.90, for a total transaction of $157,248.00. Following the completion of the sale, the senior vice president owned 5,746 shares of the company’s stock, valued at $470,597.40. This represents a 25.05% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Jordan Douglas Bradle Sweetnam sold 1,009 shares of the stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $79.87, for a total transaction of $80,588.83. Following the sale, the senior vice president owned 5,743 shares in the company, valued at approximately $458,693.41. This trade represents a 14.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 44,593 shares of company stock valued at $3,998,870 over the last three months. 0.64% of the stock is currently owned by company insiders.

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.