Raiffeisen Bank International AG Makes New $29.07 Million Investment in eBay Inc. $EBAY

Raiffeisen Bank International AG bought a new stake in eBay Inc. (NASDAQ:EBAY) in the third quarter, according to its most recent 13F filing 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. Raiffeisen Bank International AG owned approximately 0.07% of eBay as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also added to or reduced their stakes in the stock. ABN AMRO Bank N.V. bought a new stake in shares of eBay during the second quarter valued at approximately $235,149,000. Arrowstreet Capital Limited Partnership increased its stake in shares of eBay by 1,007.4% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 2,189,868 shares of the e-commerce company’s stock valued at $163,058,000 after buying an additional 1,992,116 shares during the period. M&G PLC raised its position in shares of eBay by 88.8% during the second 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 last quarter. Panagora Asset Management Inc. lifted its stake in shares of eBay by 1,416.4% during the second quarter. Panagora Asset Management Inc. now owns 831,976 shares of the e-commerce company’s stock valued at $61,949,000 after acquiring an additional 777,109 shares during the period. Finally, Jupiter Asset Management Ltd. boosted its holdings in eBay by 236.9% in the third quarter. Jupiter Asset Management Ltd. now owns 893,087 shares of the e-commerce company’s stock valued at $81,226,000 after acquiring an additional 628,023 shares during the last quarter. Institutional investors and hedge funds own 87.48% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on EBAY shares. Truist Financial set a $94.00 target price on shares of eBay and gave the company a “hold” rating in a research report on Thursday. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of eBay in a research note on Thursday. Needham & Company LLC upped their price objective on eBay from $115.00 to $122.00 and gave the company a “buy” rating in a report on Thursday. Stifel Nicolaus raised their target price on eBay from $88.00 to $94.00 and gave the stock a “hold” rating in a report on Thursday. Finally, BMO Capital Markets restated an “outperform” rating and set a $120.00 target price on shares of eBay in a research report on Thursday. Fourteen 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 a consensus rating of “Hold” and a consensus target price of $96.84.

Insider Activity at eBay

In other news, SVP Julie A. Loeger sold 2,896 shares of the business’s 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 sale, the senior vice president directly owned 55,990 shares in the company, 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 SEC, which is available at the SEC website. Also, SVP Jordan Douglas Bradle Sweetnam sold 1,009 shares of the company’s stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $79.87, for a total value of $80,588.83. Following the transaction, the senior vice president directly owned 5,743 shares of the company’s stock, valued at $458,693.41. This represents a 14.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 44,593 shares of company stock valued at $3,998,870. 0.64% of the stock is owned by insiders.

Key Headlines 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

eBay Stock Up 3.9%

NASDAQ:EBAY opened at $88.07 on Friday. eBay Inc. has a 1 year low of $58.71 and a 1 year high of $101.15. The stock has a 50-day moving average price of $88.30 and a two-hundred day moving average price of $89.30. The stock has a market cap of $39.81 billion, a price-to-earnings ratio of 20.25, a PEG ratio of 1.98 and a beta of 1.38. The company has a current ratio of 0.92, a quick ratio of 0.92 and a debt-to-equity ratio of 1.06.

eBay (NASDAQ:EBAY) last released its quarterly earnings data 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 42.62% and a net margin of 18.30%.The business had revenue of $2.97 billion for the quarter, compared to analysts’ expectations of $2.87 billion. During the same quarter in the previous year, the business posted $1.25 EPS. eBay’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. As a group, equities analysts expect that eBay Inc. will post 3.86 earnings per share for the current year.

eBay Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 20th. Investors of record on Friday, March 6th will be issued a dividend of $0.31 per share. The ex-dividend date is Friday, March 6th. This is a positive change from eBay’s previous quarterly dividend of $0.29. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.4%. eBay’s dividend payout ratio (DPR) is 25.22%.

eBay 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.