eBay Inc. $EBAY Stake Boosted by NewEdge Wealth LLC

NewEdge Wealth LLC raised its holdings in shares of eBay Inc. (NASDAQ:EBAY) by 1.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 621,134 shares of the e-commerce company’s stock after purchasing an additional 10,287 shares during the period. eBay comprises about 0.8% of NewEdge Wealth LLC’s portfolio, making the stock its 27th largest holding. NewEdge Wealth LLC’s holdings in eBay were worth $56,492,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Financial Consulate Inc. bought a new stake in shares of eBay during the 3rd quarter valued at about $27,000. Steigerwald Gordon & Koch Inc. acquired a new position in eBay in the third quarter valued at approximately $28,000. Princeton Global Asset Management LLC grew its holdings in shares of eBay by 433.9% during the second quarter. Princeton Global Asset Management LLC now owns 331 shares of the e-commerce company’s stock valued at $25,000 after purchasing an additional 269 shares during the last quarter. Salomon & Ludwin LLC acquired a new stake in shares of eBay during the 3rd quarter worth approximately $32,000. Finally, Sumitomo Mitsui Financial Group Inc. raised its position in shares of eBay by 155.3% during the 2nd quarter. Sumitomo Mitsui Financial Group Inc. now owns 411 shares of the e-commerce company’s stock worth $30,000 after purchasing an additional 250 shares during the period. 87.48% of the stock is currently owned by institutional investors.

eBay Stock Up 2.8%

Shares of EBAY stock opened at $82.18 on Thursday. eBay Inc. has a 1 year low of $58.71 and a 1 year 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. The business’s fifty day moving average is $88.24 and its 200-day moving average is $89.36. The stock has a market cap 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 (NASDAQ:EBAY) last announced its earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share for the quarter, beating 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 business 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 company’s quarterly revenue was up 15.0% on a year-over-year basis. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. Equities analysts expect that eBay Inc. will post 3.86 earnings per share for the current fiscal year.

eBay Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 20th. Stockholders of record on Friday, March 6th will be given a dividend of $0.31 per share. 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 dividend on an annualized basis and a dividend yield of 1.5%. eBay’s payout ratio is currently 25.22%.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on EBAY shares. Citizens Jmp reaffirmed a “market outperform” rating and issued a $115.00 target price on shares of eBay in a research report on Wednesday, January 28th. Morgan Stanley reaffirmed an “overweight” rating on shares of eBay in a report on Thursday. Benchmark boosted their target price on shares of eBay from $100.00 to $110.00 and gave the company a “buy” rating in a research note on Wednesday, October 29th. Arete Research raised their price target on shares of eBay from $91.00 to $103.00 and gave the company a “neutral” rating in a research note on Thursday, January 15th. Finally, Daiwa Securities Group reduced their price objective on eBay from $99.00 to $84.00 and set a “neutral” rating for the company in a research report on Wednesday, November 12th. Fourteen research analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $95.26.

Insider Buying and Selling

In other news, SVP Julie A. Loeger sold 2,896 shares of the business’s stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $82.44, for a total transaction of $238,746.24. Following the sale, the senior vice president directly 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP Jordan Douglas Bradle Sweetnam sold 33,441 shares of the company’s stock in a transaction on 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 sale, the senior vice president directly owned 4,733 shares of the company’s stock, valued at approximately $435,388.67. This represents a 87.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 43,584 shares of company stock worth $3,918,282 over the last quarter. 0.64% of the stock is currently owned by insiders.

eBay News Summary

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Q4 results beat and upbeat Q1 guidance — eBay reported non‑GAAP EPS of $1.41 and revenue ≈$3.0B, topping estimates, and issued Q1 2026 EPS guidance of $1.53–$1.59 (well above consensus). This is the primary catalyst for the stock rally. Read More.
• Positive Sentiment: Acquisition of Depop for ~$1.2B — eBay is buying Depop from Etsy to boost its recommerce/fashion footprint and accelerate engagement with Gen‑Z and millennial buyers, supporting longer‑term GMV expansion. Read More.
• Positive Sentiment: Shareholder returns stepped up — board raised the quarterly dividend to $0.31 (≈7% increase) and authorized an incremental $2.0B repurchase program, which supports EPS and signals confidence from management. Read More.
• Neutral Sentiment: Mixed analyst reactions — some firms (Citi, Needham) reiterated Buy ratings and raised price targets, while others (Bank of America) stayed cautious with a Hold; analysts see upside but differ on sustainable EPS leverage. Read More.
• Neutral Sentiment: Macro/headline market pressure — broader market futures fell on geopolitical tensions and mixed Fed commentary, which can mute follow‑through even after positive corporate news. Read More.
• Negative Sentiment: Unusual put buying — traders bought a large volume of put options (well above typical levels), indicating elevated short‑term hedging or bearish bets that could amplify downside on any negative headline. Read More.
• Negative Sentiment: Significant insider selling and institutional rebalancing — filings show multiple insider sales and large institutional position changes, which investors may read as a cautionary signal even though these trades have various explanations. Read More.

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.