Manning & Napier Advisors LLC Sells 10,086 Shares of eBay Inc. $EBAY

Manning & Napier Advisors LLC cut its stake in shares of eBay Inc. (NASDAQ:EBAY) by 15.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 53,513 shares of the e-commerce company’s stock after selling 10,086 shares during the period. Manning & Napier Advisors LLC’s holdings in eBay were worth $4,661,000 at the end of the most recent quarter.

Other institutional investors also recently made changes to their positions in the company. GRIMES & Co WEALTH MANAGEMENT LLC bought a new position in eBay during the 3rd quarter worth $770,000. Allianz Asset Management GmbH boosted its position in shares of eBay by 10.9% in the third quarter. Allianz Asset Management GmbH now owns 2,459,405 shares of the e-commerce company’s stock valued at $223,683,000 after acquiring an additional 242,168 shares during the period. Independent Advisor Alliance boosted its position in shares of eBay by 407.8% in the third quarter. Independent Advisor Alliance now owns 26,469 shares of the e-commerce company’s stock valued at $2,407,000 after acquiring an additional 21,257 shares during the period. Mirae Asset Global Investments Co. Ltd. grew its stake in shares of eBay by 30.1% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 181,787 shares of the e-commerce company’s stock valued at $16,534,000 after acquiring an additional 42,048 shares in the last quarter. Finally, Northstar Advisory Group LLC grew its stake in shares of eBay by 31.6% in the third quarter. Northstar Advisory Group LLC now owns 59,129 shares of the e-commerce company’s stock valued at $5,378,000 after acquiring an additional 14,204 shares in the last quarter. Institutional investors own 87.48% of the company’s stock.

Analysts Set New Price Targets

EBAY has been the subject of several analyst reports. President Capital lifted their price objective on shares of eBay from $94.00 to $102.00 and gave the stock a “buy” rating in a research note on Tuesday, March 31st. BNP Paribas Exane increased their target price on shares of eBay from $97.00 to $110.00 and gave the stock a “neutral” rating in a research report on Tuesday, May 5th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of eBay in a report on Thursday, February 19th. Wall Street Zen upgraded shares of eBay from a “hold” rating to a “buy” rating in a research report on Sunday, April 26th. Finally, Wells Fargo & Company boosted their price target on eBay from $100.00 to $104.00 and gave the company an “equal weight” rating in a research note on Thursday, April 30th. Fourteen investment 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. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $105.84.

eBay Trading Up 1.1%

Shares of eBay stock opened at $107.63 on Friday. The company has a market capitalization of $47.79 billion, a price-to-earnings ratio of 24.41, a PEG ratio of 2.38 and a beta of 1.39. The company has a quick ratio of 1.22, a current ratio of 1.22 and a debt-to-equity ratio of 1.36. eBay Inc. has a 12-month low of $67.87 and a 12-month high of $111.38. The firm’s 50-day moving average price is $95.46 and its two-hundred day moving average price is $90.05.

eBay (NASDAQ:EBAY) last issued its earnings results on Wednesday, April 29th. The e-commerce company reported $1.66 EPS for the quarter, beating the consensus estimate of $1.58 by $0.08. eBay had a net margin of 17.58% and a return on equity of 46.11%. The company had revenue of $3.09 billion during the quarter, compared to analysts’ expectations of $3.04 billion. During the same period in the previous year, the company earned $1.38 EPS. The business’s revenue for the quarter was up 19.5% compared to the same quarter last year. eBay has set its Q2 2026 guidance at 1.090-1.140 EPS. On average, analysts forecast that eBay Inc. will post 4.86 earnings per share for the current fiscal year.

eBay Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, June 12th. Shareholders of record on Friday, May 29th will be given 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 payout ratio is currently 28.12%.

Insider Activity

In other news, SVP Mazen Rawashdeh sold 23,167 shares of eBay stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $93.59, for a total value of $2,168,199.53. Following the transaction, the senior vice president owned 28,915 shares in the company, valued at approximately $2,706,154.85. This trade represents a 44.48% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP Jordan Douglas Bradle Sweetnam sold 12,978 shares of the business’s stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $92.44, for a total value of $1,199,686.32. Following the transaction, the senior vice president directly owned 42,948 shares of the company’s stock, valued at $3,970,113.12. This trade represents a 23.21% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 86,952 shares of company stock valued at $8,251,267 in the last three months. Company insiders own 0.64% of the company’s stock.

eBay News Summary

Here are the key news stories impacting eBay this week:

• Positive Sentiment: eBay is benefiting from takeover speculation after GameStop CEO Ryan Cohen launched a $55.5 billion bid for the company, creating a potential premium narrative for shareholders. Ryan Cohen, GameStop’s rebel CEO
• Positive Sentiment: The deal-related attention has sparked heavy investor and media focus on eBay, which can support shares through increased momentum trading and speculation. GameStop-eBay saga gets weirder
• Neutral Sentiment: Several articles framed the move as more theatrical than practical, with critics questioning financing, strategy, and execution; this keeps the long-term impact on eBay uncertain. EBay permanently bans GameStop CEO Ryan Cohen
• Neutral Sentiment: One Yahoo Finance piece simply highlighted eBay’s long-term stock performance, which is informative but not a direct catalyst for today’s move. If You Invested $1000 in eBay a Decade Ago
• Negative Sentiment: The takeover storyline also raises uncertainty and reputational friction, including eBay’s suspension of Cohen’s account and public sparring that could unsettle investors if the situation escalates. GameStop CEO Ryan Cohen banned from eBay after takeover bid stunt

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.