13,878 Shares in eBay Inc. $EBAY Purchased by Jefferies Financial Group Inc.

Key Points

• Jefferies Financial Group opened a new position in eBay during the fourth quarter, buying 13,878 shares worth about $1.21 million.
• eBay recently reported better-than-expected earnings, with EPS of $1.66 and revenue of $3.09 billion, while revenue rose 19.5% year over year.
• Sentiment around the stock is mixed: analysts mostly rate eBay a Hold, while insider activity has included several recent share sales, even as the stock continues to trade near its 52-week high.

Jefferies Financial Group Inc. acquired a new position in eBay Inc. (NASDAQ:EBAY - Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 13,878 shares of the e-commerce company's stock, valued at approximately $1,209,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in EBAY. High Point Wealth Management LLC bought a new stake in eBay during the 4th quarter valued at about $26,000. Beacon Financial Strategies CORP purchased a new position in eBay during the 4th quarter valued at about $28,000. JFS Wealth Advisors LLC grew its position in shares of eBay by 57.4% in the 4th quarter. JFS Wealth Advisors LLC now owns 318 shares of the e-commerce company's stock worth $28,000 after buying an additional 116 shares during the last quarter. JPL Wealth Management LLC purchased a new position in shares of eBay in the 3rd quarter worth approximately $28,000. Finally, Eagle Bay Advisors LLC purchased a new position in shares of eBay in the 4th quarter worth approximately $33,000. Institutional investors own 87.48% of the company's stock.

Key Headlines Impacting eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Takeover chatter remains the biggest potential catalyst. After eBay rejected GameStop CEO Ryan Cohen’s $56 billion unsolicited bid, reports say Cohen may still pursue other options, keeping a possible acquisition premium in the stock. Reuters article on Cohen's next move after eBay rejected takeover bid
• Positive Sentiment: Recent earnings were strong, with eBay posting a profit and revenue beat, plus 19.5% year-over-year revenue growth. That reinforces the view that the company’s capital-light model and margin profile remain attractive to investors. Read More.
• Neutral Sentiment: Wall Street’s stance is still mixed, with brokerages generally rating eBay a “Hold.” That suggests the stock may need a stronger catalyst to keep moving materially higher. Consensus rating of Hold by brokerages
• Neutral Sentiment: A new comparison article frames eBay as a steadier, capital-light e-commerce name versus Amazon, highlighting its durable business model but also its more limited growth profile. Motley Fool comparison of Amazon vs. eBay
• Negative Sentiment: Insider selling may be weighing on sentiment: SVP Mazen Rawashdeh sold 50,000 shares in a pre-arranged plan, which can still make investors more cautious even if it was not a fundamental warning sign. SEC Form 4 filing
• Negative Sentiment: Analyst tone is not fully bullish, with some recent price-target moves implying limited upside from current levels despite the stock’s strong run. Arete price target update

Insider Buying and Selling

In related news, CEO Jamie Iannone sold 21,000 shares of eBay stock in a transaction that occurred on Monday, April 6th. The stock was sold at an average price of $97.37, for a total transaction of $2,044,770.00. Following the completion of the transaction, the chief executive officer directly owned 352,653 shares in the company, valued at approximately $34,337,822.61. This trade represents a 5.62% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Cornelius Boone sold 16,685 shares of eBay stock in a transaction that occurred on Wednesday, March 18th. The shares were sold at an average price of $92.44, for a total value of $1,542,361.40. Following the transaction, the senior vice president owned 94,479 shares of the company's stock, valued at approximately $8,733,638.76. This represents a 15.01% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 136,953 shares of company stock valued at $14,139,444 in the last ninety days. Insiders own 0.64% of the company's stock.

Wall Street Analyst Weigh In

Several analysts have weighed in on the stock. Citizens Jmp boosted their target price on shares of eBay from $115.00 to $120.00 and gave the stock a "market outperform" rating in a research report on Friday, May 1st. Jefferies Financial Group boosted their target price on shares of eBay from $60.00 to $65.00 in a research report on Thursday, April 30th. The Goldman Sachs Group boosted their target price on shares of eBay from $88.00 to $100.00 and gave the stock a "neutral" rating in a research report on Thursday, April 30th. Morgan Stanley boosted their target price on shares of eBay to $117.00 and gave the stock an "overweight" rating in a research report on Tuesday, April 28th. Finally, Rothschild & Co Redburn boosted their target price on shares of eBay from $100.00 to $115.00 and gave the stock a "neutral" rating in a research report on Wednesday, May 13th. Thirteen analysts have rated the stock with a Buy rating, nineteen have issued a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, eBay presently has an average rating of "Hold" and an average price target of $107.84.

eBay Trading Up 1.6%

NASDAQ EBAY opened at $112.13 on Friday. The company has a market capitalization of $49.79 billion, a PE ratio of 25.43, a P/E/G ratio of 2.45 and a beta of 1.39. The company has a fifty day moving average of $102.29 and a 200 day moving average of $92.53. eBay Inc. has a 1 year low of $72.12 and a 1 year high of $119.31. The company has a debt-to-equity ratio of 1.36, a current ratio of 1.22 and a quick ratio of 1.22.

eBay (NASDAQ:EBAY - Get Free Report) last posted its earnings results on Wednesday, April 29th. The e-commerce company reported $1.66 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.58 by $0.08. The company had revenue of $3.09 billion during the quarter, compared to the consensus estimate of $3.04 billion. eBay had a net margin of 17.58% and a return on equity of 46.11%. The firm's quarterly revenue was up 19.5% on a year-over-year basis. During the same period in the previous year, the firm posted $1.38 earnings per share. eBay has set its Q2 2026 guidance at 1.090-1.140 EPS. Research analysts forecast that eBay Inc. will post 4.83 earnings per share for the current year.

eBay Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, June 12th. Investors of record on Friday, May 29th will be given a dividend of $0.31 per share. The ex-dividend date is Friday, May 29th. This represents a $1.24 dividend on an annualized basis and a yield of 1.1%. eBay's payout ratio is currently 28.12%.

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.

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