Jupiter Asset Management Ltd. Cuts Stock Holdings in eBay Inc. $EBAY

Jupiter Asset Management Ltd. reduced its stake in eBay Inc. (NASDAQ:EBAY) by 44.7% during the 4th quarter, Holdings Channel reports. The fund owned 493,914 shares of the e-commerce company’s stock after selling 399,173 shares during the quarter. Jupiter Asset Management Ltd.’s holdings in eBay were worth $43,020,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of EBAY. Huntington National Bank raised its position in eBay by 6.7% in the 4th quarter. Huntington National Bank now owns 22,410 shares of the e-commerce company’s stock valued at $1,952,000 after purchasing an additional 1,411 shares in the last quarter. Eaton Financial Holdings Company LLC grew its position in shares of eBay by 1.6% during the fourth quarter. Eaton Financial Holdings Company LLC now owns 20,915 shares of the e-commerce company’s stock worth $1,822,000 after buying an additional 324 shares in the last quarter. Waystone Advisors LLC purchased a new stake in shares of eBay during the fourth quarter worth approximately $284,000. GHE LLC raised its holdings in eBay by 11.2% in the fourth quarter. GHE LLC now owns 14,844 shares of the e-commerce company’s stock valued at $1,293,000 after acquiring an additional 1,500 shares in the last quarter. Finally, Bleakley Financial Group LLC lifted its stake in eBay by 9.4% in the fourth quarter. Bleakley Financial Group LLC now owns 15,685 shares of the e-commerce company’s stock worth $1,366,000 after acquiring an additional 1,349 shares during the last quarter. 87.48% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at eBay

In other news, SVP Cornelius Boone sold 16,685 shares of the stock in a transaction that occurred on Wednesday, March 18th. The stock was sold at an average price of $92.44, for a total value of $1,542,361.40. Following the completion of the sale, the senior vice president directly owned 94,479 shares of the company’s stock, valued at approximately $8,733,638.76. This represents a 15.01% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP Jordan Douglas Bradle Sweetnam sold 1,010 shares of the firm’s stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $115.61, for a total transaction of $116,766.10. Following the transaction, the senior vice president owned 32,146 shares in the company, valued at approximately $3,716,399.06. This trade represents a 3.05% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 136,953 shares of company stock valued at $14,139,444 in the last 90 days. Company insiders own 0.64% of the company’s stock.

Trending Headlines about eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Takeover chatter remains the biggest potential catalyst. After eBay rejected GameStop CEO Ryan Cohen’s $56 billion unsolicited bid, reports say Cohen may still pursue other options, keeping a possible acquisition premium in the stock. Reuters article on Cohen’s next move after eBay rejected takeover bid
• Positive Sentiment: Recent earnings were strong, with eBay posting a profit and revenue beat, plus 19.5% year-over-year revenue growth. That reinforces the view that the company’s capital-light model and margin profile remain attractive to investors.
• Neutral Sentiment: Wall Street’s stance is still mixed, with brokerages generally rating eBay a “Hold.” That suggests the stock may need a stronger catalyst to keep moving materially higher. Consensus rating of Hold by brokerages
• Neutral Sentiment: A new comparison article frames eBay as a steadier, capital-light e-commerce name versus Amazon, highlighting its durable business model but also its more limited growth profile. Motley Fool comparison of Amazon vs. eBay
• Negative Sentiment: Insider selling may be weighing on sentiment: SVP Mazen Rawashdeh sold 50,000 shares in a pre-arranged plan, which can still make investors more cautious even if it was not a fundamental warning sign. SEC Form 4 filing
• Negative Sentiment: Analyst tone is not fully bullish, with some recent price-target moves implying limited upside from current levels despite the stock’s strong run. Arete price target update

eBay Trading Up 1.6%

Shares of eBay stock opened at $112.13 on Friday. The company has a current ratio of 1.22, a quick ratio of 1.22 and a debt-to-equity ratio of 1.36. The company has a fifty day simple moving average of $102.29 and a 200-day simple moving average of $92.53. The stock has a market cap of $49.79 billion, a price-to-earnings ratio of 25.43, a PEG ratio of 2.45 and a beta of 1.39. eBay Inc. has a 12-month low of $72.12 and a 12-month high of $119.31.

eBay (NASDAQ:EBAY) last announced its quarterly earnings results on Wednesday, April 29th. The e-commerce company reported $1.66 earnings per share for the quarter, beating 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 during the quarter, compared to analysts’ expectations of $3.04 billion. During the same period in the previous year, the company earned $1.38 earnings per share. eBay’s quarterly revenue was up 19.5% compared to the same quarter last year. eBay has set its Q2 2026 guidance at 1.090-1.140 EPS. On average, equities analysts forecast that eBay Inc. will post 4.83 EPS for the current fiscal year.

eBay Dividend Announcement

The company also recently announced 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. The ex-dividend date of this dividend is Friday, May 29th. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.1%. eBay’s dividend payout ratio is 28.12%.

Analyst Ratings Changes

A number of brokerages have commented on EBAY. Bank of America increased their price objective on shares of eBay from $102.00 to $110.00 and gave the company a “neutral” rating in a research report on Tuesday, April 21st. Citigroup lifted their price objective on shares of eBay from $114.00 to $127.00 and gave the stock a “buy” rating in a research report on Wednesday, May 13th. Needham & Company LLC reiterated a “buy” rating and set a $122.00 target price on shares of eBay in a research note on Thursday, April 30th. Cantor Fitzgerald increased their target price on eBay from $100.00 to $110.00 and gave the company a “neutral” rating in a report on Thursday, April 30th. Finally, JPMorgan Chase & Co. lifted their price target on eBay from $87.00 to $100.00 and gave the stock a “neutral” rating in a report on Thursday, April 30th. Thirteen research analysts have rated the stock with a Buy rating, nineteen have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, eBay has an average rating of “Hold” and an average price target of $107.84.

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.