eBay Inc. $EBAY Shares Sold by Nordea Investment Management AB

Nordea Investment Management AB lessened its position in eBay Inc. (NASDAQ:EBAY) by 12.5% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 7,015,881 shares of the e-commerce company’s stock after selling 1,000,163 shares during the quarter. Nordea Investment Management AB’s holdings in eBay were worth $611,995,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of EBAY. Invesco Ltd. increased its stake in eBay by 1.7% during the second quarter. Invesco Ltd. now owns 8,581,556 shares of the e-commerce company’s stock worth $638,983,000 after purchasing an additional 140,160 shares during the period. First Trust Advisors LP boosted its stake in shares of eBay by 27.8% in the third quarter. First Trust Advisors LP now owns 8,309,698 shares of the e-commerce company’s stock valued at $755,767,000 after purchasing an additional 1,808,976 shares during the period. Legal & General Group Plc boosted its stake in shares of eBay by 2.8% in the third quarter. Legal & General Group Plc now owns 5,263,191 shares of the e-commerce company’s stock valued at $478,687,000 after purchasing an additional 141,057 shares during the period. Arrowstreet Capital Limited Partnership grew its holdings in shares of eBay by 32.0% in the third quarter. Arrowstreet Capital Limited Partnership now owns 2,891,398 shares of the e-commerce company’s stock valued at $262,973,000 after purchasing an additional 701,530 shares in the last quarter. Finally, Robeco Institutional Asset Management B.V. grew its holdings in shares of eBay by 5.9% in the third quarter. Robeco Institutional Asset Management B.V. now owns 2,817,489 shares of the e-commerce company’s stock valued at $256,251,000 after purchasing an additional 157,537 shares in the last quarter. Institutional investors and hedge funds own 87.48% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have issued reports on EBAY. The Goldman Sachs Group upgraded shares of eBay from a “sell” rating to a “neutral” rating and set a $88.00 target price on the stock in a report on Thursday, February 19th. Daiwa Securities Group boosted their price target on shares of eBay from $84.00 to $90.00 and gave the stock a “neutral” rating in a research note on Tuesday, February 24th. Morgan Stanley reaffirmed an “overweight” rating and set a $119.00 price objective on shares of eBay in a research report on Thursday, February 19th. Jefferies Financial Group reduced their price objective on eBay from $65.00 to $60.00 and set an “underperform” rating on the stock in a research note on Monday, February 23rd. Finally, Benchmark lifted their target price on eBay from $110.00 to $115.00 and gave the company a “buy” rating in a report on Thursday, February 19th. Fourteen investment analysts have rated the stock with a Buy rating, nineteen have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $97.97.

Insider Buying and Selling at eBay

In other news, SVP Jordan Douglas Bradle Sweetnam sold 12,978 shares of the company’s stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $92.44, for a total transaction of $1,199,686.32. Following the completion of the transaction, the senior vice president directly owned 42,948 shares of the company’s stock, valued at approximately $3,970,113.12. This represents a 23.21% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, SVP Cornelius Boone sold 16,685 shares of the stock in a transaction dated 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 completion of the transaction, the senior vice president owned 94,479 shares in the company, valued at approximately $8,733,638.76. The trade was a 15.01% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 87,280 shares of company stock worth $8,067,074 over the last ninety days. Corporate insiders own 0.64% of the company’s stock.

eBay Stock Down 1.9%

Shares of eBay stock opened at $88.98 on Friday. The company has a quick ratio of 1.10, a current ratio of 1.10 and a debt-to-equity ratio of 1.30. eBay Inc. has a 52-week low of $58.71 and a 52-week high of $101.15. The company has a market capitalization of $39.86 billion, a P/E ratio of 20.46, a P/E/G ratio of 1.86 and a beta of 1.38. The company has a 50 day moving average of $89.80 and a 200 day moving average of $88.48.

eBay (NASDAQ:EBAY) last announced its quarterly earnings data on Wednesday, February 18th. The e-commerce company reported $1.41 EPS for the quarter, beating analysts’ consensus estimates of $1.35 by $0.06. eBay had a net margin of 18.30% and a return on equity of 43.04%. The company had revenue of $2.97 billion for the quarter, compared to the consensus estimate of $2.87 billion. During the same period in the prior year, the firm posted $1.25 EPS. The company’s quarterly revenue was up 15.0% compared to the same quarter last year. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. As a group, research analysts forecast that eBay Inc. will post 3.86 EPS for the current fiscal year.

eBay Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, March 20th. Investors of record on Friday, March 6th were issued a $0.31 dividend. This represents a $1.24 annualized dividend and a yield of 1.4%. This is a boost from eBay’s previous quarterly dividend of $0.29. The ex-dividend date of this dividend was Friday, March 6th. eBay’s dividend payout ratio is currently 28.51%.

Key eBay News

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Analyst upgrade: Citi raised its price target on eBay to $114 and reiterated a Buy, citing strength in eBay’s AI execution — a bullish signal that supports higher valuation expectations. Citi Raises eBay Target
• Positive Sentiment: Post‑earnings momentum explained: recent commentary (e.g., Zacks) highlights the stock’s rally since the earnings beat and the strategic importance of initiatives like the Depop acquisition and marketplace improvements that can lift GMV and margins. Why Is eBay Up 7.1% Since Last Earnings?
• Neutral Sentiment: Demand/marketing activity: consumer deal coverage and event livestreams (e.g., MegaCon Orlando) and promo rounds keep engagement and short‑term GMV stories visible, but are not guaranteed to change fundamentals immediately. MegaCon Orlando eBay livestreams
• Negative Sentiment: Insider selling: three senior VPs disclosed large share sales this week (multiple Form 4s show multi‑million dollar dispositions and double‑digit cuts to holdings) — a near‑term negative for sentiment even if sales can be for diversification or tax planning. Insider sale filings (SEC)
• Negative Sentiment: Regulatory / reputational risk: Mexico’s culture ministry urged eBay to stop sales of pre‑Hispanic artefacts — could prompt tighter category controls, removals or negative press in affected markets depending on eBay’s response. Mexico urges eBay to halt artefact sales

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.