NewEdge Wealth LLC Boosts Stock Position in eBay Inc. $EBAY

NewEdge Wealth LLC lifted its position in shares of eBay Inc. (NASDAQ:EBAY) by 1.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 621,134 shares of the e-commerce company’s stock after buying an additional 10,287 shares during the quarter. eBay makes up 0.8% of NewEdge Wealth LLC’s investment portfolio, making the stock its 27th largest position. NewEdge Wealth LLC owned about 0.14% of eBay worth $56,492,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the company. ABN AMRO Bank N.V. purchased a new position in shares of eBay during the 2nd quarter worth $235,149,000. Arrowstreet Capital Limited Partnership increased its stake in eBay by 1,007.4% in the second quarter. Arrowstreet Capital Limited Partnership now owns 2,189,868 shares of the e-commerce company’s stock valued at $163,058,000 after purchasing an additional 1,992,116 shares during the last quarter. M&G PLC lifted its position 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 worth $206,142,000 after buying an additional 1,310,373 shares during the period. Panagora Asset Management Inc. grew its holdings in 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 buying an additional 777,109 shares during the period. Finally, Assenagon Asset Management S.A. increased its stake in shares of eBay by 943.0% during the 3rd quarter. Assenagon Asset Management S.A. now owns 515,979 shares of the e-commerce company’s stock valued at $46,928,000 after acquiring an additional 466,509 shares during the last quarter. Institutional investors and hedge funds own 87.48% of the company’s stock.

eBay Stock Performance

Shares of NASDAQ:EBAY opened at $82.18 on Thursday. The company has a market cap of $37.15 billion, a P/E ratio of 17.87, a PEG ratio of 1.86 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 business’s 50-day simple moving average is $88.24 and its 200 day simple moving average is $89.36. The company has a debt-to-equity ratio of 1.06, a quick ratio of 0.92 and a current ratio of 0.92.

eBay (NASDAQ:EBAY) last posted 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 business had revenue of $2.97 billion for the quarter, compared to analysts’ expectations of $2.87 billion. eBay had a net margin of 20.37% and a return on equity of 41.94%. The business’s revenue for the quarter was up 15.0% compared to the same quarter last year. During the same period in the previous year, the company posted $1.25 earnings per share. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. On average, sell-side analysts forecast that eBay Inc. will post 3.86 earnings per share for the current fiscal year.

eBay Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, March 20th. Stockholders of record on Friday, March 6th will be paid a dividend of $0.31 per share. This is a boost from eBay’s previous quarterly dividend of $0.29. This represents a $1.24 annualized dividend and a dividend yield of 1.5%. The ex-dividend date is Friday, March 6th. eBay’s payout ratio is 25.22%.

Key Stories Impacting eBay

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.

Insiders Place Their Bets

In other eBay news, SVP Mazen Rawashdeh sold 1,920 shares of the stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $81.90, for a total transaction of $157,248.00. Following the transaction, the senior vice president directly owned 5,746 shares in the company, valued at $470,597.40. This represents a 25.05% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Julie A. Loeger sold 2,896 shares of the business’s stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $82.44, for a total transaction of $238,746.24. Following the completion of the sale, the senior vice president directly owned 55,990 shares of the company’s stock, valued at $4,615,815.60. The trade was a 4.92% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 43,584 shares of company stock valued at $3,918,282 over the last ninety days. Insiders own 0.64% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on EBAY. The Goldman Sachs Group upgraded shares of eBay from a “sell” rating to a “neutral” rating and set a $88.00 target price for the company in a report on Thursday. UBS Group dropped their price objective on eBay from $95.00 to $93.00 and set a “neutral” rating for the company in a report on Tuesday. Sanford C. Bernstein reiterated an “outperform” rating on shares of eBay in a report on Thursday. Weiss Ratings reissued a “buy (b)” rating on shares of eBay in a research report on Monday, December 29th. Finally, Needham & Company LLC raised their price objective on eBay from $115.00 to $122.00 and gave the stock a “buy” rating in a report on Thursday. Fourteen equities research analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $95.26.

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.