Swedbank AB Trims Position in eBay Inc. $EBAY

Swedbank AB decreased its stake in shares of eBay Inc. (NASDAQ:EBAY) by 0.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,576,795 shares of the e-commerce company’s stock after selling 13,026 shares during the quarter. Swedbank AB’s holdings in eBay were worth $137,339,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in EBAY. High Point Wealth Management LLC purchased a new position in shares of eBay during the fourth quarter worth approximately $26,000. Steigerwald Gordon & Koch Inc. bought a new stake in shares of eBay during the third quarter valued at approximately $28,000. JPL Wealth Management LLC purchased a new stake in shares of eBay in the third quarter valued at approximately $28,000. JFS Wealth Advisors LLC boosted its holdings in shares of eBay by 57.4% in the fourth quarter. JFS Wealth Advisors LLC now owns 318 shares of the e-commerce company’s stock valued at $28,000 after purchasing an additional 116 shares during the period. Finally, Beacon Financial Strategies CORP bought a new position in eBay in the fourth quarter worth approximately $28,000. 87.48% of the stock is owned by hedge funds and other institutional investors.

Key eBay News

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Market reaction and momentum: eBay rallied on the takeover news and related speculative trading, drawing above‑average volume and large options flows that are amplifying short‑term upside and liquidity. eBay Stock Pops on GameStop Takeover Offer
• Positive Sentiment: Strategic partnership wins: Hertz launched a dedicated showroom on eBay, adding potentially thousands of higher‑ticket auto listings and expanding GMV in the automotive vertical. This supports secular growth independent of the takeover noise. Hertz Teams With eBay to Drive More Digital Auto Sales
• Positive Sentiment: Product trust expansion: eBay rolled out an Authenticity Guarantee for trading cards in the UK (high‑value category), which can raise conversion and average sale prices in collectibles. eBay Launches Authenticity Guarantee for Trading Cards
• Positive Sentiment: Analyst note: BNP Paribas Exane raised its price target to $110 (neutral rating), showing some buy‑side support for the stock’s upside alongside the takeover chatter. BNP Paribas Adjusts eBay Price Target
• Neutral Sentiment: PR/viral attention from Cohen: Ryan Cohen is listing personal items on eBay to publicize/support the bid — a viral marketing moment that raises awareness but adds little clarity on deal mechanics. Ryan Cohen Is Selling Stuff On eBay To Pay For eBay Deal
• Neutral Sentiment: Options and volatility: Elevated options volume and speculative trading are creating momentum but also greater intraday volatility — good for traders, riskier for long‑term fundamental valuation. GameStop’s eBay Play Draws Options Trader Frenzy
• Negative Sentiment: Financing and execution doubts: Analysts and prediction markets question how GameStop would fund a ~$56B deal; investors (including some large holders) have expressed skepticism, increasing the odds the approach fails or becomes contentious. That uncertainty is a two‑edged sword for EBAY’s valuation. GameStop’s $56 Billion Pursuit Stirs Doubts
• Negative Sentiment: C-suite optics and governance risk: Cohen’s evasive interview and high‑profile investor pullbacks (e.g., Michael Burry exiting GameStop exposure) have fueled concerns about management credibility and a potentially disruptive proxy fight or hostile approach. GameStop’s CEO Ryan Cohen Baffles Fans With eBay Bid
• Negative Sentiment: Workforce uncertainty: Cohen publicly questioned eBay’s ~11,500 headcount, flagging potential layoffs that could lower costs if executed but also create execution and reputation risks. eBay Layoffs Looming? Ryan Cohen Says 11,500 Headcount Doesn’t Make Sense

eBay Stock Up 2.7%

eBay stock opened at $108.15 on Thursday. The business has a fifty day moving average of $95.04 and a two-hundred day moving average of $89.95. The company has a quick ratio of 1.22, a current ratio of 1.22 and a debt-to-equity ratio of 1.36. The firm has a market cap of $48.02 billion, a P/E ratio of 24.52, a P/E/G ratio of 2.32 and a beta of 1.39. eBay Inc. has a twelve month low of $67.87 and a twelve month high of $111.38.

eBay (NASDAQ:EBAY) last announced its earnings results on Wednesday, April 29th. The e-commerce company reported $1.66 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.58 by $0.08. eBay had a return on equity of 46.11% and a net margin of 17.58%.The business had revenue of $3.09 billion for the quarter, compared to analysts’ expectations of $3.04 billion. During the same quarter last year, the firm earned $1.38 EPS. The business’s revenue for the quarter 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, analysts forecast that eBay Inc. will post 4.86 earnings per share for the current fiscal year.

eBay Announces Dividend

The business 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 dividend of $0.31 per share. The ex-dividend date of this dividend is Friday, May 29th. This represents a $1.24 dividend on an annualized basis and a yield of 1.1%. eBay’s dividend payout ratio (DPR) is presently 28.12%.

Wall Street Analysts Forecast Growth

Several research firms have commented on EBAY. BMO Capital Markets raised their price objective on eBay from $120.00 to $130.00 in a report on Thursday, April 30th. UBS Group upped their target price on eBay from $96.00 to $110.00 and gave the stock a “neutral” rating in a report on Tuesday, April 28th. Citigroup reissued an “outperform” rating on shares of eBay in a research report on Friday, May 1st. Deutsche Bank Aktiengesellschaft set a $124.00 price target on eBay in a research note on Monday. Finally, TD Cowen lifted their price objective on eBay from $87.00 to $88.00 and gave the company a “hold” rating in a report on Friday, May 1st. Fourteen investment analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $105.84.

Insider Buying and Selling

In related news, SVP Cornelius Boone sold 16,685 shares of the business’s stock in a transaction that occurred on Wednesday, March 18th. The shares were sold at an average price of $92.44, for a total transaction of $1,542,361.40. Following the completion of the transaction, the senior vice president owned 94,479 shares in the company, valued at $8,733,638.76. The trade was a 15.01% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Jordan Douglas Bradle Sweetnam sold 12,978 shares of the stock in a transaction that occurred on Wednesday, March 18th. The shares were sold at an average price of $92.44, for a total transaction of $1,199,686.32. Following the sale, the senior vice president directly owned 42,948 shares of the company’s stock, valued at $3,970,113.12. The trade was a 23.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 86,952 shares of company stock worth $8,251,267 over the last ninety days. 0.64% of the stock is currently owned by company insiders.

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.