eBay Inc. $EBAY Stock Holdings Boosted by United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund

Key Points

• United Super Pty Ltd increased its eBay stake by 904.3% in the fourth quarter, buying an additional 255,015 shares and ending with 283,215 shares worth about $24.7 million.
• eBay’s recent earnings were solid, with EPS of $1.66 beating estimates and revenue of $3.09 billion topping forecasts; revenue also rose 19.5% year over year.
• Despite strong results and takeover speculation, Wall Street remains cautious: analysts still have a Hold consensus on the stock, while insider selling and mixed ratings suggest limited near-term upside.

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund raised its position in shares of eBay Inc. (NASDAQ:EBAY - Free Report) by 904.3% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 283,215 shares of the e-commerce company's stock after purchasing an additional 255,015 shares during the period. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund owned 0.06% of eBay worth $24,668,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of EBAY. Guggenheim Capital LLC boosted its stake in eBay by 7.4% during the 2nd quarter. Guggenheim Capital LLC now owns 14,334 shares of the e-commerce company's stock valued at $1,067,000 after purchasing an additional 988 shares during the period. Jump Financial LLC bought a new stake in shares of eBay during the 2nd quarter worth about $275,000. NewEdge Advisors LLC raised its position in shares of eBay by 70.4% during the 2nd quarter. NewEdge Advisors LLC now owns 108,572 shares of the e-commerce company's stock worth $8,084,000 after buying an additional 44,851 shares in the last quarter. Sei Investments Co. raised its position in shares of eBay by 48.7% during the 2nd quarter. Sei Investments Co. now owns 471,543 shares of the e-commerce company's stock worth $35,111,000 after buying an additional 154,465 shares in the last quarter. Finally, Treasurer of the State of North Carolina lifted its holdings in eBay by 26.3% in the 2nd quarter. Treasurer of the State of North Carolina now owns 325,678 shares of the e-commerce company's stock valued at $24,250,000 after acquiring an additional 67,731 shares during the last quarter. 87.48% of the stock is owned by institutional investors and hedge funds.

Key eBay News

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

Wall Street Analyst Weigh In

A number of analysts recently commented on the stock. Cantor Fitzgerald boosted their target price on shares of eBay from $100.00 to $110.00 and gave the stock a "neutral" rating in a report on Thursday, April 30th. BNP Paribas Exane boosted their target price on shares of eBay from $97.00 to $110.00 and gave the stock a "neutral" rating in a report on Tuesday, May 5th. The Goldman Sachs Group boosted their price target on shares of eBay from $88.00 to $100.00 and gave the company a "neutral" rating in a report on Thursday, April 30th. Wells Fargo & Company upped their target price on eBay from $100.00 to $104.00 and gave the company an "equal weight" rating in a report on Thursday, April 30th. Finally, Stifel Nicolaus set a $98.00 price objective on shares of eBay in a research note on Thursday, April 30th. Thirteen research analysts have rated the stock with a Buy rating, nineteen have issued a Hold rating and one has assigned 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 $107.84.

Insider Activity

In other eBay news, SVP Mazen Rawashdeh sold 50,000 shares of the stock in a transaction on Friday, May 22nd. The shares were sold at an average price of $117.04, for a total value of $5,852,000.00. Following the completion of the sale, the senior vice president directly owned 29,217 shares of the company's stock, valued at $3,419,557.68. This represents a 63.12% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Jordan Douglas Bradle Sweetnam sold 12,978 shares of the stock in a transaction on Wednesday, March 18th. The shares were sold at an average price of $92.44, for a total transaction of $1,199,686.32. Following the completion of the sale, the senior vice president directly owned 42,948 shares of the company's stock, valued at approximately $3,970,113.12. This trade represents a 23.21% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 136,953 shares of company stock valued at $14,139,444. 0.64% of the stock is owned by corporate insiders.

eBay Trading Up 1.6%

Shares of EBAY stock opened at $112.13 on Friday. eBay Inc. has a 12 month low of $72.12 and a 12 month high of $119.31. The company has a quick ratio of 1.22, a current ratio of 1.22 and a debt-to-equity ratio of 1.36. The business's 50 day moving average is $102.29 and its two-hundred day moving average is $92.53. The company has a market cap of $49.79 billion, a PE ratio of 25.43, a price-to-earnings-growth ratio of 2.45 and a beta of 1.39.

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. eBay had a net margin of 17.58% and a return on equity of 46.11%. The business had revenue of $3.09 billion for the quarter, compared to analyst estimates of $3.04 billion. During the same period last year, the business posted $1.38 EPS. eBay's revenue was up 19.5% compared to the same quarter last year. eBay has set its Q2 2026 guidance at 1.090-1.140 EPS. Equities analysts predict that eBay Inc. will post 4.83 EPS for the current year.

eBay Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, June 12th. Investors of record on Friday, May 29th will be paid a $0.31 dividend. 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 dividend payout ratio (DPR) is presently 28.12%.

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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