eBay Inc. $EBAY Shares Sold by Arizona State Retirement System

Key Points

• Arizona State Retirement System trimmed its eBay stake by 7.9% in Q4, selling 10,829 shares and now holding 125,408 shares valued at about $10.92 million, while institutional investors own 87.48% of the company.
• Insiders have sold 120,393 shares worth $11.33 million over the past 90 days (including large sales by two SVPs), leaving corporate insiders with just 0.64% ownership.
• eBay beat Q4 estimates (EPS $1.41 vs. $1.35 expected; revenue $2.97B vs. $2.87B), set Q1 2026 EPS guidance of $1.53–$1.59, raised its quarterly dividend to $0.31, and carries a consensus "Hold" rating with a $98.94 price target.

Arizona State Retirement System lessened its stake in eBay Inc. (NASDAQ:EBAY - Free Report) by 7.9% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 125,408 shares of the e-commerce company's stock after selling 10,829 shares during the period. Arizona State Retirement System's holdings in eBay were worth $10,923,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of EBAY. GRIMES & Co WEALTH MANAGEMENT LLC bought a new position in shares of eBay in the third quarter worth about $770,000. Allianz Asset Management GmbH raised its stake in shares of eBay by 10.9% in the third quarter. Allianz Asset Management GmbH now owns 2,459,405 shares of the e-commerce company's stock worth $223,683,000 after acquiring an additional 242,168 shares during the last quarter. Independent Advisor Alliance raised its stake in shares of eBay by 407.8% in the third quarter. Independent Advisor Alliance now owns 26,469 shares of the e-commerce company's stock worth $2,407,000 after acquiring an additional 21,257 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. raised its stake in shares of eBay by 30.1% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 181,787 shares of the e-commerce company's stock worth $16,534,000 after acquiring an additional 42,048 shares during the last quarter. Finally, Northstar Advisory Group LLC raised its stake in shares of eBay by 31.6% in the third quarter. Northstar Advisory Group LLC now owns 59,129 shares of the e-commerce company's stock worth $5,378,000 after acquiring an additional 14,204 shares during the last quarter. Institutional investors and hedge funds own 87.48% of the company's stock.

Analyst Ratings Changes

A number of brokerages have weighed in on EBAY. Truist Financial set a $94.00 target price on shares of eBay and gave the stock a "hold" rating in a research note on Thursday, February 19th. Jefferies Financial Group dropped their price target on shares of eBay from $65.00 to $60.00 and set an "underperform" rating for the company in a research note on Monday, February 23rd. Needham & Company LLC boosted their price target on shares of eBay from $115.00 to $122.00 and gave the stock a "buy" rating in a research note on Thursday, February 19th. UBS Group set a $96.00 price target on shares of eBay in a research note on Thursday, February 19th. Finally, Robert W. Baird boosted their price target on shares of eBay from $100.00 to $105.00 and gave the stock an "outperform" rating in a research note on Thursday, February 19th. Fourteen analysts have rated the stock with a Buy rating, nineteen have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of "Hold" and a consensus price target of $98.94.

Insider Activity at eBay

In other news, SVP Jordan Douglas Bradle Sweetnam sold 33,441 shares of the company's stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $91.99, for a total value of $3,076,237.59. Following the completion of the transaction, the senior vice president owned 4,733 shares in the company, valued at $435,388.67. This represents a 87.60% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Cornelius Boone sold 16,685 shares of the company's stock in a transaction that occurred on Wednesday, March 18th. The shares were sold at an average price of $92.44, for a total transaction of $1,542,361.40. Following the completion of the transaction, the senior vice president owned 94,479 shares of the company's stock, 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 have sold 120,393 shares of company stock worth $11,327,504 over the last ninety days. 0.64% of the stock is owned by corporate insiders.

eBay Stock Down 5.3%

Shares of NASDAQ EBAY opened at $97.94 on Friday. The stock has a market cap of $43.88 billion, a P/E ratio of 22.51, a P/E/G ratio of 2.16 and a beta of 1.34. The firm has a 50 day moving average price of $92.64 and a 200 day moving average price of $89.40. The company has a debt-to-equity ratio of 1.30, a quick ratio of 1.10 and a current ratio of 1.10. eBay Inc. has a 52-week low of $65.00 and a 52-week high of $107.34.

eBay (NASDAQ:EBAY - Get Free Report) last issued its quarterly earnings data on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.35 by $0.06. The firm had revenue of $2.97 billion during the quarter, compared to analysts' expectations of $2.87 billion. eBay had a net margin of 18.30% and a return on equity of 43.04%. The business's revenue for the quarter was up 15.0% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.25 earnings per share. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. Analysts expect that eBay Inc. will post 4.83 EPS for the current 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 issued a $0.31 dividend. This represents a $1.24 annualized dividend and a dividend yield of 1.3%. This is a boost from eBay's previous quarterly dividend of $0.29. The ex-dividend date was Friday, March 6th. eBay's dividend payout ratio is currently 28.51%.

Key Headlines 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

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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