Hohimer Wealth Management LLC Trims Stake in eBay Inc. $EBAY

Hohimer Wealth Management LLC lessened its holdings in eBay Inc. (NASDAQ:EBAY) by 39.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 35,660 shares of the e-commerce company’s stock after selling 23,153 shares during the period. Hohimer Wealth Management LLC’s holdings in eBay were worth $3,243,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently modified their holdings of EBAY. Financial Consulate Inc. purchased a new stake in eBay in the 3rd quarter valued at about $27,000. Steigerwald Gordon & Koch Inc. acquired a new stake in shares of eBay during the third quarter valued at about $28,000. Salomon & Ludwin LLC acquired a new stake in shares of eBay during the third quarter valued at about $32,000. Sumitomo Mitsui Financial Group Inc. raised its stake in shares of eBay by 155.3% in the 2nd quarter. Sumitomo Mitsui Financial Group Inc. now owns 411 shares of the e-commerce company’s stock valued at $30,000 after acquiring an additional 250 shares during the period. Finally, Cloud Capital Management LLC acquired a new position in shares of eBay in the 3rd quarter worth approximately $40,000. 87.48% of the stock is owned by institutional investors and hedge funds.

Key eBay News

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

Wall Street Analyst Weigh In

Several analysts recently weighed in on EBAY shares. Needham & Company LLC lifted their target price on shares of eBay from $115.00 to $122.00 and gave the company a “buy” rating in a report on Thursday, February 19th. Benchmark raised their price target on eBay from $110.00 to $115.00 and gave the stock a “buy” rating in a research report on Thursday, February 19th. Barclays cut their price objective on eBay from $105.00 to $104.00 and set an “overweight” rating on the stock in a report on Thursday, February 19th. Deutsche Bank Aktiengesellschaft increased their target price on eBay from $100.00 to $118.00 and gave the stock a “buy” rating in a research note on Monday. Finally, BMO Capital Markets reaffirmed an “outperform” rating and issued a $120.00 target price on shares of eBay in a research report on Thursday, February 19th. Fourteen analysts have rated the stock with a Buy rating, nineteen have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Hold” and an average target price of $97.75.

Insider Activity

In related news, SVP Mazen Rawashdeh sold 1,920 shares of the stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $81.90, for a total value of $157,248.00. Following the transaction, 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 ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, SVP Cornelius Boone sold 4,462 shares of the firm’s stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $83.94, for a total value of $374,540.28. Following the completion of the sale, the senior vice president owned 91,921 shares in the company, valued at approximately $7,715,848.74. This represents a 4.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 44,593 shares of company stock worth $3,998,870. Insiders own 0.64% of the company’s stock.

eBay Trading Up 3.0%

NASDAQ:EBAY opened at $87.90 on Friday. The firm has a market cap 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. The stock has a fifty day moving average price of $88.54 and a 200 day moving average price of $89.11. eBay Inc. has a 12-month low of $58.71 and a 12-month high of $101.15. The company has a current ratio of 1.10, a quick ratio of 1.10 and a debt-to-equity ratio of 1.30.

eBay (NASDAQ:EBAY) last issued its quarterly earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share for the quarter, topping the consensus estimate 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 43.04% and a net margin of 18.30%.eBay’s revenue was up 15.0% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.25 EPS. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. Sell-side analysts anticipate that eBay Inc. will post 3.86 earnings per share for the current fiscal year.

eBay Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, March 20th. Investors of record on Friday, March 6th will be paid a $0.31 dividend. This is an increase from eBay’s previous quarterly dividend of $0.29. This represents a $1.24 dividend on an annualized basis and a yield of 1.4%. 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.