NEOS Investment Management LLC Increases Holdings in eBay Inc. $EBAY

NEOS Investment Management LLC lifted its position in eBay Inc. (NASDAQ:EBAY) by 41.9% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 66,341 shares of the e-commerce company’s stock after buying an additional 19,600 shares during the period. NEOS Investment Management LLC’s holdings in eBay were worth $6,034,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently bought and sold shares of the company. Merit Financial Group LLC lifted its holdings in eBay by 16.9% in the third quarter. Merit Financial Group LLC now owns 20,258 shares of the e-commerce company’s stock valued at $1,843,000 after acquiring an additional 2,926 shares during the period. Zions Bancorporation National Association UT increased its position in shares of eBay by 31.7% during the 3rd quarter. Zions Bancorporation National Association UT now owns 876 shares of the e-commerce company’s stock valued at $80,000 after purchasing an additional 211 shares during the last quarter. Tobam bought a new position in shares of eBay in the 3rd quarter worth approximately $1,750,000. State of New Jersey Common Pension Fund D boosted its holdings in shares of eBay by 2.1% in the third quarter. State of New Jersey Common Pension Fund D now owns 160,585 shares of the e-commerce company’s stock worth $14,605,000 after buying an additional 3,280 shares during the last quarter. Finally, PNC Financial Services Group Inc. grew its position in eBay by 1.4% during the third quarter. PNC Financial Services Group Inc. now owns 189,772 shares of the e-commerce company’s stock valued at $17,260,000 after buying an additional 2,677 shares during the period. Hedge funds and other institutional investors own 87.48% of the company’s stock.

eBay Price Performance

Shares of eBay stock opened at $82.18 on Thursday. The company has a market capitalization of $37.15 billion, a price-to-earnings ratio of 17.87, a PEG ratio of 1.86 and a beta of 1.38. The company has a quick ratio of 0.92, a current ratio of 0.92 and a debt-to-equity ratio of 1.06. The stock’s 50-day simple moving average is $88.24 and its 200-day simple moving average is $89.36. eBay Inc. has a 52 week low of $58.71 and a 52 week high of $101.15.

eBay (NASDAQ:EBAY) last released its earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.35 by $0.06. eBay had a return on equity of 41.94% and a net margin of 20.37%.The firm had revenue of $2.97 billion during the quarter, compared to analysts’ expectations of $2.87 billion. During the same quarter last year, the business posted $1.25 earnings per share. The firm’s revenue was up 15.0% on a year-over-year basis. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. As a group, analysts expect that eBay Inc. will post 3.86 earnings per share for the current fiscal year.

Insider Activity at eBay

In other eBay news, SVP Julie A. Loeger sold 2,896 shares of the business’s stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $82.44, for a total value of $238,746.24. Following the sale, the senior vice president owned 55,990 shares in the company, valued at $4,615,815.60. The trade was a 4.92% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Jordan Douglas Bradle Sweetnam sold 33,441 shares of the firm’s stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $91.99, for a total value of $3,076,237.59. Following the transaction, the senior vice president owned 4,733 shares of the company’s stock, valued at approximately $435,388.67. The trade was a 87.60% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 43,584 shares of company stock worth $3,918,282 over the last ninety days. 0.64% of the stock is owned by corporate insiders.

Key Stories Impacting eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Q4 beat on EPS and revenue: non‑GAAP EPS of $1.41 topped estimates and revenue (~$2.96–2.97B) exceeded consensus, with revenue up ~15% year‑over‑year — evidence of continued top‑line momentum. eBay shares jump as Q4 earnings beat, Depop acquisition announced
• Positive Sentiment: Bullish guidance: eBay raised Q1 FY2026 EPS guidance to $1.530–$1.590 (above Street) and guided revenue ~$3.0–3.1B vs. consensus ~$2.9B — suggests management expects demand to remain solid into the quarter. eBay forecasts first-quarter revenue above estimates
• Positive Sentiment: Strategic acquisition — Depop for $1.2B: eBay will buy Etsy’s Depop to strengthen its fashion/C2C offering and reach Gen Z/millennial buyers, accelerating its strategy to broaden category mix. This deal was a key driver of the stock reaction. eBay to Acquire Depop from Etsy
• Positive Sentiment: Shareholder returns increased: eBay raised the quarterly dividend to $0.31 and authorized an incremental $2.0B in buybacks; the company returned $756M in Q4 — supportive for EPS and investor confidence. eBay Inc. Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Analysts and materials: company provided slides and a call; analysts’ views and price targets remain mixed (median target historically near ~$99), so near‑term sentiment can swing. MarketBeat earnings summary and call materials
• Negative Sentiment: GAAP profitability and cash metrics showed some weakness: certain reports note GAAP net income and GAAP EPS declined year‑over‑year and cash & cash equivalents fell — items investors review when assessing the quality of the beat. eBay Inc. (EBAY) Stock Falls on Q4 2025 Earnings
• Negative Sentiment: Elevated hedging and insider activity: unusually large put-option volume and continued insider selling were reported — signals of higher near‑term volatility and some insider profit‑taking.

Analyst Upgrades and Downgrades

Several research firms have weighed in on EBAY. Sanford C. Bernstein set a $90.00 price target on shares of eBay in a research report on Friday, October 31st. UBS Group decreased their target price on eBay from $95.00 to $93.00 and set a “neutral” rating on the stock in a report on Tuesday. Rothschild & Co Redburn cut their price target on eBay from $95.00 to $90.00 in a report on Friday, November 7th. Benchmark upped their price target on eBay from $100.00 to $110.00 and gave the stock a “buy” rating in a research report on Wednesday, October 29th. Finally, Citizens Jmp reaffirmed a “market outperform” rating and issued a $115.00 price objective on shares of eBay in a research note on Wednesday, January 28th. Thirteen research analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $94.42.

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.