State of Michigan Retirement System Decreases Holdings in eBay Inc. $EBAY

State of Michigan Retirement System cut its holdings in shares of eBay Inc. (NASDAQ:EBAY) by 4.3% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 118,328 shares of the e-commerce company’s stock after selling 5,300 shares during the quarter. State of Michigan Retirement System’s holdings in eBay were worth $10,306,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently made changes to their positions in EBAY. Guggenheim Capital LLC grew its holdings in shares of eBay by 7.4% in the second quarter. Guggenheim Capital LLC now owns 14,334 shares of the e-commerce company’s stock worth $1,067,000 after purchasing an additional 988 shares during the last quarter. Jump Financial LLC bought a new position in shares of eBay in the second quarter worth approximately $275,000. NewEdge Advisors LLC grew its holdings in shares of eBay by 70.4% in the second quarter. NewEdge Advisors LLC now owns 108,572 shares of the e-commerce company’s stock worth $8,084,000 after purchasing an additional 44,851 shares during the last quarter. Sei Investments Co. grew its holdings in shares of eBay by 48.7% in the second quarter. Sei Investments Co. now owns 471,543 shares of the e-commerce company’s stock worth $35,111,000 after purchasing an additional 154,465 shares during the last quarter. Finally, Treasurer of the State of North Carolina grew its holdings in shares of eBay by 26.3% in the second quarter. Treasurer of the State of North Carolina now owns 325,678 shares of the e-commerce company’s stock worth $24,250,000 after purchasing an additional 67,731 shares during the last quarter. Institutional investors own 87.48% of the company’s stock.

Insider Buying and Selling

In other news, CEO Jamie Iannone sold 21,000 shares of eBay stock in a transaction dated Monday, April 6th. The stock was sold at an average price of $97.37, for a total value of $2,044,770.00. Following the completion of the transaction, the chief executive officer owned 352,653 shares of the company’s stock, valued at $34,337,822.61. The trade was a 5.62% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Mazen Rawashdeh sold 23,167 shares of eBay stock in a transaction dated 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 completion of the transaction, the senior vice president directly owned 28,915 shares of the company’s stock, valued at approximately $2,706,154.85. This represents a 44.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 120,393 shares of company stock worth $11,327,504 in the last 90 days. 0.64% of the stock is owned by company insiders.

More eBay News

Here are the key news stories impacting eBay this week:

• Positive Sentiment: UBS raised its price target to $110 (from $96) ahead of Q1 results, citing stronger-than-expected GMV growth—especially in the U.S.—which supports upside to revenue and marketplace momentum. eBay heads into Q1 earnings with momentum, but macro clouds loom
• Positive Sentiment: Deutsche Bank bumped its price target to $132, a bullish signal from a major shop that has likely supported intraday buying and reflects confidence in eBay’s cash flow and margin potential. eBay (EBAY) Stock Is Up, What You Need To Know
• Positive Sentiment: Resale demand is visible on the platform—Apple’s sold-out $599 Mac mini is appearing on eBay above retail—demonstrating strong demand for hot inventory that can lift GMV and fee revenue. Apple’s $599 Mac mini Sells Out, Resurfaces on eBay Above Retail
• Neutral Sentiment: Analyst previews and earnings guides point to steady Q1 performance driven by advertising, recommerce strength and AI tools; results will be the immediate catalyst, so the market is positioning ahead of the release. What To Expect From eBay’s (EBAY) Q1 Earnings
• Neutral Sentiment: eBay is rolling out new, low-cost streaming options in the U.K., which could modestly increase user engagement but is unlikely to be a near-term revenue driver. eBay offers UK homes a new way to stream TV for free and it’s totally legal
• Negative Sentiment: Platform reliability issues: multiple reports of widespread outages, API failures and alleged DDoS activity disrupted buying/selling for nearly two days—outages can reduce GMV, ad impressions and damage seller confidence if recurring. EBay scrambles to fix outages
• Negative Sentiment: Seller economics under pressure as shipping costs rise and new customs hurdles are reported for 2026, which could hurt listing supply, margins for top sellers and long‑term GMV growth. eBay sellers face rising 2026 shipping costs and new customs hurdles

eBay Stock Performance

Shares of EBAY stock opened at $100.36 on Wednesday. eBay Inc. has a 12 month low of $65.00 and a 12 month high of $107.34. The stock has a market cap of $44.96 billion, a PE ratio of 23.07, a price-to-earnings-growth ratio of 2.10 and a beta of 1.34. The company has a current ratio of 1.10, a quick ratio of 1.10 and a debt-to-equity ratio of 1.30. The company’s fifty day moving average price is $93.41 and its 200-day moving average price is $89.54.

eBay (NASDAQ:EBAY) last announced its 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 18.30% and a return on equity of 43.04%. 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 previous year, the business posted $1.25 EPS. 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. On average, equities analysts expect that eBay Inc. will post 4.83 EPS for the current fiscal year.

eBay Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, March 20th. Stockholders of record on Friday, March 6th were given a $0.31 dividend. The ex-dividend date of this dividend was Friday, March 6th. This represents a $1.24 annualized dividend and a dividend yield of 1.2%. This is a boost from eBay’s previous quarterly dividend of $0.29. eBay’s payout ratio is presently 28.51%.

Analysts Set New Price Targets

EBAY has been the topic of several recent analyst reports. Daiwa Securities Group raised their target price on shares of eBay from $84.00 to $90.00 and gave the stock a “neutral” rating in a report on Tuesday, February 24th. TD Cowen restated a “hold” rating on shares of eBay in a report on Wednesday, February 18th. Wells Fargo & Company cut their target price on shares of eBay from $101.00 to $100.00 and set an “equal weight” rating on the stock in a report on Monday, April 6th. Cantor Fitzgerald raised their target price on shares of eBay from $90.00 to $100.00 and gave the stock a “neutral” rating in a report on Tuesday, April 21st. Finally, Evercore lifted their price target on shares of eBay from $93.00 to $94.00 in a report on Thursday, February 19th. Fourteen research analysts have rated the stock with a Buy rating, nineteen have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $99.81.

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.