Tidal Investments LLC Boosts Stake in eBay Inc. $EBAY

Tidal Investments LLC lifted its position in eBay Inc. (NASDAQ:EBAY) by 26.5% in the second quarter, Holdings Channel reports. The firm owned 74,818 shares of the e-commerce company’s stock after acquiring an additional 15,656 shares during the period. Tidal Investments LLC’s holdings in eBay were worth $8,361,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently added to or reduced their stakes in the company. California State Teachers Retirement System lifted its stake in eBay by 9,904.7% in the second quarter. California State Teachers Retirement System now owns 74,177,974 shares of the e-commerce company’s stock valued at $8,289,389,000 after buying an additional 73,436,541 shares during the last quarter. BlackRock Inc. acquired a new stake in shares of eBay in the second quarter valued at approximately $4,406,897,000. Legal & General Group Plc purchased a new position in shares of eBay during the second quarter worth approximately $506,653,000. Bank of America Corp DE purchased a new position in shares of eBay during the second quarter worth approximately $405,182,000. Finally, Bank of New York Mellon Corp acquired a new position in shares of eBay in the 2nd quarter valued at $282,479,000. Hedge funds and other institutional investors own 87.48% of the company’s stock.

eBay Price Performance

Shares of NASDAQ EBAY opened at $107.75 on Friday. The stock has a fifty day moving average price of $108.68 and a 200 day moving average price of $104.35. eBay Inc. has a 1-year low of $78.03 and a 1-year high of $119.31. The company has a debt-to-equity ratio of 1.10, a current ratio of 1.02 and a quick ratio of 1.02. The company has a market cap of $47.95 billion, a PE ratio of 22.31, a P/E/G ratio of 2.86 and a beta of 1.34.

eBay (NASDAQ:EBAY) last announced its quarterly earnings data on Wednesday, August 5th. The e-commerce company reported $1.60 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.50 by $0.10. The company had revenue of $3.13 billion for the quarter, compared to analysts’ expectations of $3.01 billion. eBay had a net margin of 18.50% and a return on equity of 47.88%. eBay’s revenue was up 14.8% compared to the same quarter last year. During the same period in the previous year, the company posted $1.37 EPS. eBay has set its Q3 2026 guidance at 1.360-1.420 EPS. Sell-side analysts forecast that eBay Inc. will post 4.86 EPS for the current year.

eBay Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, September 11th. Stockholders of record on Friday, August 28th were paid a dividend of $0.31 per share. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date was Friday, August 28th. eBay’s payout ratio is 25.67%.

Insider Transactions at eBay

In related news, CEO Jamie Iannone sold 11,110 shares of the stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $108.55, for a total transaction of $1,205,990.50. Following the completion of the transaction, the chief executive officer directly owned 253,211 shares of the company’s stock, valued at $27,486,054.05. This represents a 4.20% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Mazen Rawashdeh sold 1,919 shares of the firm’s stock in a transaction dated Wednesday, June 17th. The shares were sold at an average price of $108.51, for a total transaction of $208,230.69. Following the completion of the sale, the senior vice president owned 32,124 shares of the company’s stock, valued at approximately $3,485,775.24. The trade was a 5.64% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 37,126 shares of company stock worth $4,007,449 over the last ninety days. 0.67% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several research firms recently commented on EBAY. Truist Financial upped their price target on shares of eBay from $105.00 to $115.00 and gave the company a “hold” rating in a research report on Thursday, August 6th. Susquehanna reissued a “neutral” rating on shares of eBay in a research report on Friday, August 7th. Jefferies Financial Group set a $145.00 price objective on shares of eBay in a research note on Thursday, August 6th. Citigroup upped their target price on shares of eBay from $127.00 to $130.00 and gave the company a “buy” rating in a report on Thursday, August 13th. Finally, Citizens Jmp downgraded shares of eBay from an “outperform” rating to a “market perform” rating in a research note on Tuesday, August 4th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, seventeen have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $117.24.

More eBay News

Here are the key news stories impacting eBay this week:

• Positive Sentiment: eBay is viewed as the stronger investment compared with GameStop. Analysts and market commentary point to eBay’s profitability and more established marketplace model, while GameStop’s latest revenue declined nearly 20% year over year. Reports that GameStop may reconsider a potential bid for eBay could also reduce takeover-related uncertainty. GameStop’s Comeback Case Is Getting Interesting, But eBay Still Looks Stronger
• Positive Sentiment: Fashion Month promotions could increase engagement. eBay has launched a major international fashion campaign intended to attract buyers and sellers, supporting activity in a key marketplace category. eBay Kicks Off Major International Activity for Fashion Month
• Positive Sentiment: Recent operating performance remains supportive. eBay’s latest quarterly results exceeded expectations, with earnings per share of $1.60 versus a $1.50 consensus estimate and revenue of $3.13 billion, up 14.8% year over year. The company also guided to third-quarter EPS of $1.36–$1.42.
• Neutral Sentiment: Speculation surrounding Ryan Cohen and GameStop remains uncertain. Commentary outlines possible strategic moves involving eBay but does not confirm a transaction or concrete change in eBay’s business outlook. Ryan Cohen Has Three Options As He Weighs Next GameStop Move For eBay
• Neutral Sentiment: Reported short interest of zero shares provides no meaningful indication of bearish positioning and may reflect a data-reporting limitation.
• Negative Sentiment: CEO Jamie Iannone sold approximately $2.3 million of eBay stock. The sale represented about 5% of his prior holdings. Because the transactions were executed under a pre-arranged Rule 10b5-1 plan, they may be less significant as a discretionary signal, but insider selling can still weigh on sentiment. eBay CEO Jamie Iannone Sells Company Shares Worth $2.3 Million
• Negative Sentiment: Product-safety risks remain a marketplace overhang. eBay banned airbag sales after regulators linked another death to a counterfeit inflator. The move limits future exposure but highlights potential liability, compliance and counterfeit-control costs. eBay Bans Airbag Sales as NHTSA Confirms 11th Death Tied to Counterfeit Inflator

About eBay

eBay Inc (NASDAQ: EBAY) operates a global online marketplace that connects buyers and sellers. Its platform supports the sale of new, used, refurbished and collectible products across categories including electronics, apparel, footwear, home and garden, automotive parts, accessories and trading cards.

The company generates revenue primarily through seller fees and related services, including payments, advertising and shipping solutions. eBay also offers specialized experiences such as eBay Motors and authentication programs designed to help verify eligible luxury goods, sneakers, watches, handbags and collectibles.

Founded in 1995 by Pierre Omidyar, eBay serves customers and sellers in markets around the world.