NEOS Investment Management LLC Acquires 19,600 Shares of eBay Inc. $EBAY

NEOS Investment Management LLC increased its holdings in eBay Inc. (NASDAQ:EBAY) by 41.9% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 66,341 shares of the e-commerce company’s stock after acquiring an additional 19,600 shares during the quarter. NEOS Investment Management LLC’s holdings in eBay were worth $6,034,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also added to or reduced their stakes in the company. Invesco Ltd. boosted its stake in shares of eBay by 1.7% during the 2nd quarter. Invesco Ltd. now owns 8,581,556 shares of the e-commerce company’s stock valued at $638,983,000 after purchasing an additional 140,160 shares in the last quarter. Impax Asset Management Group plc lifted its holdings in eBay by 7.8% in the second quarter. Impax Asset Management Group plc now owns 3,810,634 shares of the e-commerce company’s stock worth $282,838,000 after buying an additional 275,344 shares during the period. ABN AMRO Bank N.V. purchased a new stake in eBay in the second quarter worth about $235,149,000. Robeco Institutional Asset Management B.V. boosted its position in eBay by 5.9% during the 3rd 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 acquiring an additional 157,537 shares in the last quarter. Finally, M&G PLC grew its holdings in shares of eBay by 88.8% during the 2nd quarter. M&G PLC now owns 2,785,699 shares of the e-commerce company’s stock worth $206,142,000 after acquiring an additional 1,310,373 shares during the period. Institutional investors own 87.48% of the company’s stock.

Insiders Place Their Bets

In other news, SVP Mazen Rawashdeh sold 1,920 shares of the company’s stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $81.90, for a total transaction of $157,248.00. Following the transaction, the senior vice president directly owned 5,746 shares of the company’s stock, valued at $470,597.40. This represents a 25.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, SVP Julie A. Loeger sold 2,896 shares of eBay stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $82.44, for a total value of $238,746.24. Following the completion of the sale, the senior vice president owned 55,990 shares of the company’s stock, valued at $4,615,815.60. The trade was a 4.92% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 43,584 shares of company stock worth $3,918,282 in the last 90 days. 0.64% of the stock is currently owned by company insiders.

eBay Stock Up 2.8%

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

eBay (NASDAQ:EBAY) last posted its quarterly earnings results 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 20.37% and a return on equity of 41.94%. The firm had revenue of $2.97 billion for the quarter, compared to analysts’ expectations of $2.87 billion. During the same quarter in the prior year, the company posted $1.25 earnings per share. The business’s revenue for the quarter was up 15.0% on a year-over-year basis. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. On average, analysts anticipate that eBay Inc. will post 3.86 EPS for the current fiscal year.

eBay News Summary

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.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on EBAY shares. Daiwa Securities Group lowered their target price on eBay from $99.00 to $84.00 and set a “neutral” rating for the company in a research note on Wednesday, November 12th. Barclays raised their price objective on eBay from $92.00 to $105.00 and gave the company an “overweight” rating in a research report on Thursday, October 30th. Wedbush upped their target price on shares of eBay from $90.00 to $95.00 and gave the stock a “neutral” rating in a research report on Friday, October 31st. Sanford C. Bernstein set a $90.00 price target on shares of eBay in a research report on Friday, October 31st. Finally, Truist Financial boosted their price objective on shares of eBay from $86.00 to $92.00 and gave the stock a “hold” rating in a research note on Monday, November 3rd. Thirteen investment analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $94.42.

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.