eBay Inc. $EBAY Stock Position Boosted by Mitsubishi UFJ Asset Management Co. Ltd.

Key Points

• Mitsubishi UFJ Asset Management boosted its eBay stake 5.2% to 963,624 shares (about a 0.21% holding) valued at roughly $83.9 million, and institutional investors now own about 87.48% of the company.
• EPS beat: eBay reported $1.66 EPS vs. $1.58 expected and $3.09 billion in revenue (up 19.5% year‑over‑year), set Q2 EPS guidance of $1.09–$1.14, and declared a $0.31 quarterly dividend.
• GameStop’s unsolicited bid (roughly $55–$56 billion) has driven share volatility and governance concerns amid funding doubts and public theatrics, including eBay banning GameStop CEO Ryan Cohen’s account.

Mitsubishi UFJ Asset Management Co. Ltd. boosted its stake in eBay Inc. (NASDAQ:EBAY - Free Report) by 5.2% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 963,624 shares of the e-commerce company's stock after buying an additional 47,913 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned 0.21% of eBay worth $83,893,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of EBAY. Guggenheim Capital LLC grew its position in eBay by 7.4% in the 2nd quarter. Guggenheim Capital LLC now owns 14,334 shares of the e-commerce company's stock valued at $1,067,000 after buying an additional 988 shares in the last quarter. Jump Financial LLC acquired a new stake in eBay in the 2nd quarter valued at about $275,000. NewEdge Advisors LLC lifted its holdings in eBay by 70.4% in the 2nd quarter. NewEdge Advisors LLC now owns 108,572 shares of the e-commerce company's stock valued at $8,084,000 after acquiring an additional 44,851 shares during the last quarter. Sei Investments Co. lifted its holdings in eBay by 48.7% in the 2nd quarter. Sei Investments Co. now owns 471,543 shares of the e-commerce company's stock valued at $35,111,000 after acquiring an additional 154,465 shares during 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. Institutional investors own 87.48% of the company's stock.

eBay News Summary

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Hertz partnership expands eBay’s auto marketplace and adds thousands of “Hertz Certified” listings, supporting gross merchandise volume and revenue diversification. Hertz Teams With eBay to Drive More Digital Auto Sales
• Positive Sentiment: eBay launched an Authenticity Guarantee for trading cards in the U.K., which can boost buyer trust and higher-value transactions in a core collectibles category. eBay Launches Authenticity Guarantee for Trading Cards in the UK
• Neutral Sentiment: eBay says it is reviewing GameStop’s unsolicited bid but has not committed; initial market reaction included a pop in shares while the company evaluates options. GameStop Bid Puts eBay Valuation Governance And Marketplace Future In Focus
• Neutral Sentiment: Analyses note strategic overlaps (collectibles, marketplace scale) but also highlight that a merger would materially change capital structure and operations — outcome depends on financing and board response. Does GameStop's Proposed Acquisition of eBay Make Sense for Its Stock?
• Negative Sentiment: Investors are worried about the feasibility of GameStop’s $55–$56B offer (funding gap, high leverage). Those doubts have created intraday volatility and selling pressure as market participants question deal credibility. GameStop Slips as eBay Mega-Deal Doubts Trigger Investor Alarm
• Negative Sentiment: Public theatrics by GameStop’s CEO — listing personal items on eBay to “fund” the bid — and eBay’s decision to suspend/ban the account have escalated the standoff, creating reputational and governance uncertainty that can weigh on the stock. EBay permanently bans GameStop CEO Ryan Cohen
• Negative Sentiment: High-profile investor skepticism and some shareholder selling (e.g., coverage noting Michael Burry exited GME) add to market unease about whether the bid is credible or will lead to a disruptive proxy battle. eBay bans GameStop CEO’s account after listings

eBay Price Performance

EBAY stock opened at $106.42 on Friday. The company has a current ratio of 1.22, a quick ratio of 1.22 and a debt-to-equity ratio of 1.36. eBay Inc. has a one year low of $67.87 and a one year high of $111.38. The firm has a market capitalization of $47.25 billion, a PE ratio of 24.13, a P/E/G ratio of 2.39 and a beta of 1.39. The firm has a 50-day moving average of $95.46 and a two-hundred day moving average of $90.05.

eBay (NASDAQ:EBAY - Get Free Report) last posted its quarterly earnings results on Wednesday, April 29th. The e-commerce company reported $1.66 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.58 by $0.08. The business had revenue of $3.09 billion during the quarter, compared to analyst estimates of $3.04 billion. eBay had a net margin of 17.58% and a return on equity of 46.11%. The firm's revenue was up 19.5% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.38 earnings per share. eBay has set its Q2 2026 guidance at 1.090-1.140 EPS. On average, analysts forecast that eBay Inc. will post 4.86 earnings per share for the current year.

eBay Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, June 12th. Stockholders of record on Friday, May 29th will be given a $0.31 dividend. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend is Friday, May 29th. eBay's dividend payout ratio is 28.12%.

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on EBAY. Wells Fargo & Company upped their price target on shares of eBay from $100.00 to $104.00 and gave the company an "equal weight" rating in a report on Thursday, April 30th. BNP Paribas Exane upped their price target on shares of eBay from $97.00 to $110.00 and gave the company a "neutral" rating in a report on Tuesday. Cantor Fitzgerald upped their price target on shares of eBay from $100.00 to $110.00 and gave the company a "neutral" rating in a report on Thursday, April 30th. President Capital upped their price target on shares of eBay from $94.00 to $102.00 and gave the company a "buy" rating in a report on Tuesday, March 31st. Finally, Truist Financial upped their price target on shares of eBay from $94.00 to $105.00 and gave the company a "hold" rating in a report on Monday. Fourteen analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, eBay presently has an average rating of "Hold" and a consensus price target of $105.84.

Insider Activity at eBay

In other news, SVP Cornelius Boone sold 16,685 shares of the 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 completion of the sale, the senior vice president directly owned 94,479 shares of the company's stock, valued at $8,733,638.76. This represents a 15.01% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Jamie Iannone sold 21,000 shares of the 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 sale, the chief executive officer directly owned 352,653 shares of the company's stock, valued at $34,337,822.61. This trade represents a 5.62% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 86,952 shares of company stock valued at $8,251,267 over the last ninety days. 0.64% of the stock is owned by company insiders.

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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