Advisors Capital Management LLC Buys New Shares in eBay Inc. $EBAY

Key Points

• Advisors Capital Management bought a new stake of 116,088 eBay shares in Q4 valued at approximately $10,111,000, while institutional investors now own about 87.48% of the company.
• eBay beat Q4 estimates with $1.41 EPS and $2.97B revenue (revenue +15% YoY), set Q1 2026 guidance at $1.530–$1.590 EPS, and raised its quarterly dividend to $0.31 (annualized $1.24, ~1.3% yield).
• Company insiders have been net sellers recently — including CEO and SVP sales — with 120,393 shares sold in the last 90 days valued at about $11.33M, leaving insiders with roughly 0.64% ownership.

Advisors Capital Management LLC purchased a new stake in shares of eBay Inc. (NASDAQ:EBAY - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 116,088 shares of the e-commerce company's stock, valued at approximately $10,111,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Vanguard Group Inc. lifted its holdings in eBay by 0.8% during the fourth quarter. Vanguard Group Inc. now owns 57,613,332 shares of the e-commerce company's stock valued at $5,018,121,000 after purchasing an additional 468,833 shares in the last quarter. Impax Asset Management Group plc raised its position in shares of eBay by 11.4% during the 4th quarter. Impax Asset Management Group plc now owns 3,134,733 shares of the e-commerce company's stock valued at $273,035,000 after purchasing an additional 321,732 shares during the period. Concurrent Investment Advisors LLC raised its position in shares of eBay by 151.3% during the 4th quarter. Concurrent Investment Advisors LLC now owns 7,990 shares of the e-commerce company's stock valued at $696,000 after purchasing an additional 4,810 shares during the period. Quent Long Short Global Small Cap Fund LP purchased a new position in shares of eBay during the 4th quarter valued at $280,000. Finally, Turtle Creek Wealth Advisors LLC purchased a new position in shares of eBay during the 4th quarter valued at $300,000. Hedge funds and other institutional investors own 87.48% of the company's stock.

eBay Stock Performance

Shares of EBAY stock opened at $97.94 on Monday. 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 stock has a market capitalization of $43.88 billion, a price-to-earnings ratio of 22.51, a price-to-earnings-growth ratio of 2.05 and a beta of 1.34. eBay Inc. has a 12-month low of $65.00 and a 12-month high of $107.34. The stock's 50-day moving average price is $92.64 and its 200-day moving average price is $89.38.

eBay (NASDAQ:EBAY - Get Free Report) last announced its quarterly 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. The company had revenue of $2.97 billion during the quarter, compared to analyst estimates of $2.87 billion. eBay had a return on equity of 43.04% and a net margin of 18.30%.The firm's revenue was up 15.0% on a year-over-year basis. During the same period in the prior year, the company earned $1.25 earnings per share. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. Equities research analysts predict that eBay Inc. will post 4.83 EPS for the current fiscal year.

eBay Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, March 20th. Investors of record on Friday, March 6th were issued a $0.31 dividend. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.3%. This is a boost from eBay's previous quarterly dividend of $0.29. The ex-dividend date of this dividend was Friday, March 6th. eBay's payout ratio is 28.51%.

Insider Buying and Selling at eBay

In related news, SVP Cornelius Boone sold 16,685 shares of the business's stock in a transaction 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 sale, the senior vice president owned 94,479 shares in the company, valued at approximately $8,733,638.76. The trade was a 15.01% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Jamie Iannone sold 21,000 shares of the company's stock in a transaction on Monday, April 6th. The shares were sold at an average price of $97.37, for a total transaction of $2,044,770.00. Following the sale, the chief executive officer directly owned 352,653 shares in the company, valued at approximately $34,337,822.61. The trade was a 5.62% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 120,393 shares of company stock valued at $11,327,504. 0.64% of the stock is owned by company insiders.

Key Stories Impacting eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Analyst support: Cantor Fitzgerald and Bank of America have recently raised price targets and expressed bullish outlooks, which underpins medium-term upside expectations. Cantor Fitzgerald Raises eBay Price Target
• Positive Sentiment: Resale momentum: Klarna reports a 75% rise in in-app resell listings, signaling growing consumer adoption of resale channels that benefit eBay’s marketplace and fee revenue potential. Klarna resell sees 75% rise
• Positive Sentiment: Higher-ticket demand and arbitrage: Reports of marked-up Mac minis and rare collectible snacks selling for large sums on eBay show the platform continues to capture high-margin, specialty transactions that lift GMV and take rates. Marked-up Mac minis flood eBay ‘Rare’ Snacks Are Selling For $75,000 On eBay
• Positive Sentiment: Product/monetization upgrade: eBay is rolling out AI-driven “trend” ad campaigns — a sign management is pushing to improve ad monetization and seller ROI. That supports revenue diversification beyond transaction fees. eBay revamps advertising tools with AI trend campaigns
• Neutral Sentiment: Cost actions: eBay closed its San Francisco office and previously cut ~800 roles as it refocuses on fashion/resale — saves costs but also signals restructuring risk. EBay closes San Francisco office
• Neutral Sentiment: Mixed coverage on valuation: Several pieces question whether the recent share-price run has priced in too much growth; some analysts have moved from buy to hold as valuation rises. eBay: Rising Valuation ... Buy To Hold
• Negative Sentiment: Regulatory risk: UK regulators plan scrutiny of eBay’s Depop deal, which could delay or condition the transaction and create integration uncertainty — a near-term catalyst for volatility. eBay's deal for Depop will be scrutinized by UK regulators
• Negative Sentiment: Profit-taking and valuation concerns: After a strong multi-month rally and high trading volume, some investors are locking in gains; critical commentary about stretched valuation is pressuring the stock today. Assessing eBay Valuation After Strong Year

Analyst Ratings Changes

EBAY has been the subject of a number of analyst reports. Benchmark increased their price target on eBay from $110.00 to $115.00 and gave the stock a "buy" rating in a research note on Thursday, February 19th. Sanford C. Bernstein restated an "outperform" rating on shares of eBay in a research report on Thursday, February 19th. Wedbush upped their price objective on eBay from $95.00 to $100.00 and gave the stock a "neutral" rating in a research note on Friday, February 20th. Stifel Nicolaus increased their target price on eBay from $88.00 to $94.00 and gave the stock a "hold" rating in a research report on Thursday, February 19th. Finally, Robert W. Baird lifted their target price on eBay from $100.00 to $105.00 and gave the company an "outperform" rating in a research note on Thursday, February 19th. Fourteen equities research analysts have rated the stock with a Buy rating, nineteen have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, eBay has an average rating of "Hold" and a consensus target price of $98.94.

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.

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