Raiffeisen Bank International AG bought a new stake in eBay Inc. (NASDAQ:EBAY – Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 318,849 shares of the e-commerce company’s stock, valued at approximately $29,069,000.
Several other institutional investors and hedge funds have also recently added to or reduced their stakes in EBAY. Financial Consulate Inc. bought a new position in shares of eBay in the 3rd quarter valued at about $27,000. Steigerwald Gordon & Koch Inc. bought a new stake in eBay during the third quarter worth about $28,000. Sumitomo Mitsui Financial Group Inc. boosted its position in eBay by 155.3% during the second quarter. Sumitomo Mitsui Financial Group Inc. now owns 411 shares of the e-commerce company’s stock valued at $30,000 after purchasing an additional 250 shares during the last quarter. Salomon & Ludwin LLC acquired a new position in eBay during the third quarter valued at approximately $32,000. Finally, Hantz Financial Services Inc. grew its stake in eBay by 153.4% in the second quarter. Hantz Financial Services Inc. now owns 451 shares of the e-commerce company’s stock valued at $34,000 after purchasing an additional 273 shares in the last quarter. 87.48% of the stock is owned by institutional investors.
eBay Price Performance
Shares of EBAY opened at $88.07 on Friday. The firm has a market capitalization of $39.81 billion, a PE ratio of 20.25, a PEG ratio of 1.98 and a beta of 1.38. The company has a debt-to-equity ratio of 1.06, a current ratio of 0.92 and a quick ratio of 0.92. The company’s 50-day moving average is $88.30 and its 200-day moving average is $89.30. eBay Inc. has a fifty-two week low of $58.71 and a fifty-two week high of $101.15.
eBay Increases Dividend
The company also recently declared a quarterly dividend, which will be paid on Friday, March 20th. Investors of record on Friday, March 6th will be paid a $0.31 dividend. This is a boost from eBay’s previous quarterly dividend of $0.29. The ex-dividend date is Friday, March 6th. This represents a $1.24 annualized dividend and a yield of 1.4%. eBay’s dividend payout ratio is presently 25.22%.
Analyst Upgrades and Downgrades
Several research firms have recently commented on EBAY. Weiss Ratings reissued a “buy (b)” rating on shares of eBay in a report on Monday, December 29th. Wedbush upped their price target on shares of eBay from $95.00 to $100.00 and gave the stock a “neutral” rating in a research report on Friday. Citizens Jmp reissued a “market outperform” rating and issued a $115.00 price objective on shares of eBay in a research report on Wednesday, January 28th. Needham & Company LLC boosted their price objective on shares of eBay from $115.00 to $122.00 and gave the stock a “buy” rating in a research note on Thursday. Finally, BNP Paribas Exane upped their target price on shares of eBay from $90.00 to $97.00 and gave the company a “neutral” rating in a report on Thursday. Fourteen investment analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $96.84.
Check Out Our Latest Analysis on EBAY
Key Stories Impacting eBay
Here are the key news stories impacting eBay this week:
- Positive Sentiment: Q4 results and guidance beat expectations — eBay reported stronger-than-expected Q4 revenue and EPS and issued constructive Q1 2026 guidance, which underpins today’s upside. eBay Q4 Earnings & Revenues Surpass Estimates, Both Increase Y/Y
- Positive Sentiment: Depop acquisition (≈$1.2B) adds scale in recommerce and Gen‑Z fashion — the deal strengthens eBay’s exposure to younger buyers and high-growth secondhand apparel, a strategic growth vector investors like. eBay to Buy Etsy’s Depop for $1.2 Billion. Both Stocks Are Jumping.
- Positive Sentiment: Shareholder returns boosted — eBay raised its quarterly dividend and authorized incremental buybacks (noted in recent reports), which supports near-term investor sentiment and yield-focused demand. eBay shares jump as Q4 results, upbeat Q1 outlook, and Depop deal boost sentiment
- Neutral Sentiment: Analysts are raising targets and adjusting ratings — multiple banks (Baird, Wedbush, Bank of America, etc.) lifted price targets after the results and Depop deal; this ratchets up expectations but also bakes in upside. These eBay Analysts Raise Price Targets On Strong Q4, 2026 Guide And Depop Acquisition
- Neutral Sentiment: Market/data noise around short interest — recent short-interest posts in feeds appear inconsistent (zeros/NaN) and don’t present a clear signal today. No actionable change from short-interest data at this time.
- Negative Sentiment: Options and hedging activity show caution — unusually large put-option volumes were reported, indicating some traders are hedging or betting on near-term weakness despite the rally. Investors Buy Large Volume of eBay Put Options (NASDAQ:EBAY)
- Negative Sentiment: Insider selling continues — a recent SVP sale (1,009 shares) and a pattern of insider disposals were disclosed; while individual sales are small, persistent insider selling can temper sentiment. Insider Sale Filing
- Negative Sentiment: Near-term margin and dilution risks from Depop — management expects low single-digit headwinds to operating income and EPS dilution with accretion only by 2028; investors should weigh strategic upside vs. short-term earnings drag. Why eBay’s Depop Acquisition Matters More Than the Earnings Beat
Insider Transactions at eBay
In related news, SVP Julie A. Loeger sold 2,896 shares of the firm’s stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $82.44, for a total transaction of $238,746.24. Following the transaction, the senior vice president directly owned 55,990 shares of the company’s stock, valued at approximately $4,615,815.60. This trade represents a 4.92% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Cornelius Boone sold 4,462 shares of eBay stock in a transaction dated Thursday, December 18th. The stock was sold at an average price of $83.94, for a total transaction of $374,540.28. Following the completion of the sale, the senior vice president owned 91,921 shares of the company’s stock, valued at $7,715,848.74. This trade represents a 4.63% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 44,593 shares of company stock worth $3,998,870 over the last quarter. 0.64% of the stock is currently owned by corporate 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.
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