eBay Inc. $EBAY Shares Acquired by Robeco Institutional Asset Management B.V.

Key Points

• Robeco Institutional Asset Management B.V. increased its stake in eBay by 4.0% to 2,931,042 shares (about 0.65% of the company), with institutional investors owning roughly 87.48% of eBay's stock.
• eBay beat quarterly expectations with EPS of $1.41 vs. $1.35 and revenue of $2.97B vs. $2.87B (revenue +15% YoY), and set Q1 2026 guidance of $1.53–$1.59 EPS.
• eBay raised its quarterly dividend to $0.31 ($1.24 annualized, ~1.3% yield), while insiders sold about 108,280 shares worth $10.11M during the quarter.

Robeco Institutional Asset Management B.V. lifted its position in shares of eBay Inc. (NASDAQ:EBAY - Free Report) by 4.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,931,042 shares of the e-commerce company's stock after purchasing an additional 113,553 shares during the period. Robeco Institutional Asset Management B.V. owned about 0.65% of eBay worth $255,294,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Successful Portfolios LLC increased its position in shares of eBay by 14.6% during the fourth quarter. Successful Portfolios LLC now owns 3,686 shares of the e-commerce company's stock worth $335,000 after purchasing an additional 469 shares in the last quarter. Howard Capital Management Inc. increased its position in shares of eBay by 2.3% during the fourth quarter. Howard Capital Management Inc. now owns 13,152 shares of the e-commerce company's stock worth $1,146,000 after purchasing an additional 296 shares in the last quarter. Ritholtz Wealth Management increased its position in shares of eBay by 2.8% during the fourth quarter. Ritholtz Wealth Management now owns 72,222 shares of the e-commerce company's stock worth $6,291,000 after purchasing an additional 1,961 shares in the last quarter. Venturi Wealth Management LLC acquired a new stake in shares of eBay during the fourth quarter worth about $209,000. Finally, Quotient Wealth Partners LLC increased its position in shares of eBay by 4.5% during the fourth quarter. Quotient Wealth Partners LLC now owns 2,558 shares of the e-commerce company's stock worth $223,000 after purchasing an additional 110 shares in the last quarter. Institutional investors and hedge funds own 87.48% of the company's stock.

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on EBAY. The Goldman Sachs Group upgraded eBay from a "sell" rating to a "neutral" rating and set a $88.00 target price on the stock in a research report on Thursday, February 19th. Robert W. Baird lifted their target price on eBay from $100.00 to $105.00 and gave the stock an "outperform" rating in a research report on Thursday, February 19th. BNP Paribas Exane lifted their target price on eBay from $90.00 to $97.00 and gave the stock a "neutral" rating in a research report on Thursday, February 19th. Wall Street Zen raised eBay from a "hold" rating to a "buy" rating in a report on Saturday, February 21st. Finally, Barclays lowered their price target on eBay from $105.00 to $104.00 and set an "overweight" rating on the stock in a report on Thursday, February 19th. Fourteen analysts have rated the stock with a Buy rating, nineteen have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of "Hold" and a consensus target price of $98.13.

eBay Stock Performance

NASDAQ EBAY opened at $95.40 on Friday. The company has a quick ratio of 1.10, a current ratio of 1.10 and a debt-to-equity ratio of 1.30. eBay Inc. has a 52-week low of $61.74 and a 52-week high of $101.15. The business's 50-day moving average price is $89.44 and its 200 day moving average price is $88.62. The firm has a market cap of $42.74 billion, a P/E ratio of 21.93, a P/E/G ratio of 1.99 and a beta of 1.34.

eBay (NASDAQ:EBAY - Get Free Report) last released its quarterly earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.35 by $0.06. eBay had a return on equity of 43.04% and a net margin of 18.30%.The firm had revenue of $2.97 billion for the quarter, compared to analyst estimates of $2.87 billion. During the same quarter last year, the company posted $1.25 earnings per share. The business's 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 research analysts expect that eBay Inc. will post 3.86 earnings per share for the current year.

eBay Increases Dividend

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

Insider Transactions at eBay

In other news, SVP Jordan Douglas Bradle Sweetnam sold 12,978 shares of the business's stock in a transaction that occurred on Wednesday, March 18th. The stock was sold at an average price of $92.44, for a total transaction of $1,199,686.32. Following the sale, the senior vice president owned 42,948 shares of the company's stock, valued at $3,970,113.12. The trade was a 23.21% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Cornelius Boone sold 16,685 shares of the business's stock in a transaction that occurred on Wednesday, March 18th. The stock was sold at an average price of $92.44, for a total value of $1,542,361.40. Following the sale, the senior vice president directly owned 94,479 shares in the company, valued at $8,733,638.76. This trade represents a 15.01% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 108,280 shares of company stock worth $10,111,844 over the last quarter. Insiders own 0.64% of the company's stock.

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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