Citizens Financial Group Inc. RI Sells 6,790 Shares of eBay Inc. $EBAY

Citizens Financial Group Inc. RI trimmed its holdings in eBay Inc. (NASDAQ:EBAY) by 4.0% in the 4th quarter, HoldingsChannel reports. The firm owned 163,448 shares of the e-commerce company’s stock after selling 6,790 shares during the quarter. Citizens Financial Group Inc. RI’s holdings in eBay were worth $14,236,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Vanguard Group Inc. boosted its stake in eBay by 0.8% in the 4th quarter. Vanguard Group Inc. now owns 57,613,332 shares of the e-commerce company’s stock worth $5,018,121,000 after purchasing an additional 468,833 shares during the period. First Trust Advisors LP boosted its stake in eBay by 27.8% in the 3rd quarter. First Trust Advisors LP now owns 8,309,698 shares of the e-commerce company’s stock worth $755,767,000 after purchasing an additional 1,808,976 shares during the period. Legal & General Group Plc boosted its stake in eBay by 2.8% in the 3rd quarter. Legal & General Group Plc now owns 5,263,191 shares of the e-commerce company’s stock worth $478,687,000 after purchasing an additional 141,057 shares during the period. Impax Asset Management Group plc boosted its stake in eBay by 11.4% in the 4th quarter. Impax Asset Management Group plc now owns 3,134,733 shares of the e-commerce company’s stock worth $273,035,000 after purchasing an additional 321,732 shares during the period. Finally, Robeco Institutional Asset Management B.V. boosted its position in shares of eBay by 4.0% during the 4th quarter. Robeco Institutional Asset Management B.V. now owns 2,931,042 shares of the e-commerce company’s stock valued at $255,294,000 after acquiring an additional 113,553 shares during the last quarter. 87.48% of the stock is currently owned by institutional investors.

Key Headlines Impacting eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Q1 beat: eBay reported Q1 non-GAAP EPS of $1.66 vs. $1.58 expected and revenue of $3.09B, with GMV up ~18% (14% FX‑neutral). Strong topline and margin metrics supported the company’s operational momentum. PR Newswire: Q1 Results
• Positive Sentiment: Category and GMV strength: Focus categories (motor parts, fashion, electronics, collectibles) showed robust growth—management highlighted sustained GMV expansion and buyer growth as drivers. Proactive: Category Momentum
• Positive Sentiment: Capital returns and dividend: eBay returned $639M to shareholders in Q1 (including $500M in buybacks) and announced a $0.31 quarterly dividend, supporting shareholder-friendly thesis. PR Newswire: Capital Returns
• Positive Sentiment: Brokerage support: Several firms raised price targets or reiterated bullish stances after results—Morgan Stanley raised its target to $117 (overweight) and Needham reaffirmed a Buy with a $122 target, signaling continued analyst conviction among some buy-side firms. MarketScreener: Morgan Stanley
• Neutral Sentiment: Revenue guidance mixed: eBay said Q2 revenue is expected above estimates at the midpoint (management cited steady demand), which partially offset some investor concern about profit/G MV trajectory. Reuters: Q2 Revenue Forecast
• Neutral Sentiment: Analyst mix: while several targets were raised, other shops kept neutral/hold ratings (e.g., JPMorgan maintained a neutral view even after lifting its target), leaving consensus opinion mixed. Benzinga: Analyst Actions
• Negative Sentiment: Q2 EPS guidance disappointed: eBay guided Q2 non-GAAP EPS to $1.09–$1.14, well below the ~$1.44 consensus, which is the primary reason investors sent the stock lower despite the beat. Yahoo Finance: Guidance Reaction
• Negative Sentiment: H2 growth concerns: commentary and some models imply GMV deceleration in the second half (Q2 GMV guide is below Q1 GMV), raising questions about sustainability of the strong early‑year acceleration. Proactive: H2 Concerns
• Negative Sentiment: Marketplace outage and disclosure concerns: a prolonged multi‑day outage raised operational and confidence questions; limited detail on root cause has worried some investors about execution risk. Yahoo Finance: Outage

Insider Buying and Selling

In related news, SVP Jordan Douglas Bradle Sweetnam sold 12,113 shares of the stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $100.36, for a total transaction of $1,215,660.68. Following the sale, the senior vice president owned 30,835 shares in the company, valued at approximately $3,094,600.60. This represents a 28.20% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Cornelius Boone sold 16,685 shares of the stock in a transaction on Wednesday, March 18th. The shares were sold at an average price of $92.44, for a total value of $1,542,361.40. Following the sale, 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 disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 86,952 shares of company stock worth $8,251,267. 0.64% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on the company. Citizens Jmp reiterated a “market outperform” rating and set a $115.00 target price on shares of eBay in a research report on Wednesday, January 28th. UBS Group increased their target price on eBay from $96.00 to $110.00 and gave the company a “neutral” rating in a research report on Tuesday. Robert W. Baird increased their target price on eBay from $100.00 to $105.00 and gave the company an “outperform” rating in a research report on Thursday, February 19th. Citigroup increased their target price on eBay from $107.00 to $114.00 and gave the company a “buy” rating in a research report on Friday, March 6th. Finally, Wall Street Zen upgraded eBay from a “hold” rating to a “buy” rating in a research report on Sunday, April 26th. Fourteen equities research analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $103.68.

eBay Stock Down 0.3%

NASDAQ EBAY opened at $103.48 on Friday. The stock has a 50 day moving average price of $94.21 and a 200-day moving average price of $89.73. eBay Inc. has a one year low of $67.19 and a one year high of $107.34. The company has a market capitalization of $46.36 billion, a P/E ratio of 23.46, a P/E/G ratio of 2.16 and a beta of 1.34. The company has a debt-to-equity ratio of 1.30, a quick ratio of 1.10 and a current ratio of 1.10.

eBay (NASDAQ:EBAY) last released its quarterly earnings results on Wednesday, April 29th. The e-commerce company reported $1.66 earnings per share for the quarter, beating the consensus estimate of $1.58 by $0.08. eBay had a return on equity of 45.42% and a net margin of 17.58%.The company had revenue of $3.09 billion for the quarter, compared to analyst estimates of $3.04 billion. During the same quarter in the prior year, the firm posted $1.38 EPS. 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. As a group, equities analysts predict that eBay Inc. will post 4.85 EPS for the current fiscal year.

eBay Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, June 12th. Investors of record on Friday, May 29th will be issued a dividend of $0.31 per share. This represents a $1.24 annualized dividend and a yield of 1.2%. The ex-dividend date is Friday, May 29th. eBay’s dividend payout ratio is presently 28.51%.

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.