Horizon Investments LLC Has $2.90 Million Stake in eBay Inc. $EBAY

Key Points

• Horizon Investments LLC raised its stake in eBay by 149.8% in Q4 to 33,289 shares (an additional 19,964 shares), valued at about $2.90 million.
• GameStop submitted an unsolicited $125-per-share proposal to acquire eBay, sending shares up (about 5.1%) while eBay's board begins a formal review amid concerns over financing, dilution and execution risk.
• eBay beat Q1 estimates with $1.66 EPS versus $1.58 expected and $3.09B revenue (up 19.5% YoY), provided Q2 2026 EPS guidance of $1.090–1.140, and declared a $0.31 quarterly dividend (1.1% yield).

Horizon Investments LLC raised its stake in eBay Inc. (NASDAQ:EBAY - Free Report) by 149.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 33,289 shares of the e-commerce company's stock after buying an additional 19,964 shares during the quarter. Horizon Investments LLC's holdings in eBay were worth $2,899,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently added to or reduced their stakes in EBAY. Guggenheim Capital LLC lifted its stake in eBay by 7.4% in the second 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 during the period. Jump Financial LLC acquired a new stake in shares of eBay during the second quarter worth about $275,000. NewEdge Advisors LLC raised its position in shares of eBay by 70.4% during the second quarter. NewEdge Advisors LLC now owns 108,572 shares of the e-commerce company's stock worth $8,084,000 after purchasing an additional 44,851 shares during the period. Sei Investments Co. raised its position in shares of eBay by 48.7% during the second quarter. Sei Investments Co. now owns 471,543 shares of the e-commerce company's stock worth $35,111,000 after purchasing an additional 154,465 shares during the period. Finally, Treasurer of the State of North Carolina raised its position in shares of eBay by 26.3% during the second quarter. Treasurer of the State of North Carolina now owns 325,678 shares of the e-commerce company's stock worth $24,250,000 after purchasing an additional 67,731 shares during the period. Institutional investors and hedge funds own 87.48% of the company's stock.

eBay Stock Up 5.1%

EBAY stock opened at $109.33 on Tuesday. 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 has a 50 day moving average price of $94.21 and a two-hundred day moving average price of $89.73. The company has a market cap of $48.54 billion, a price-to-earnings ratio of 24.79, a P/E/G ratio of 2.28 and a beta of 1.39. eBay Inc. has a twelve month low of $67.87 and a twelve month high of $111.38.

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 for the quarter, beating analysts' consensus estimates of $1.58 by $0.08. The firm had revenue of $3.09 billion during the quarter, compared to the consensus estimate of $3.04 billion. eBay had a return on equity of 46.11% and a net margin of 17.58%.The business's revenue was up 19.5% compared to the same quarter last year. During the same period last year, the company earned $1.38 earnings per share. eBay has set its Q2 2026 guidance at 1.090-1.140 EPS. Analysts anticipate that eBay Inc. will post 4.89 EPS for the current fiscal year.

eBay Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, June 12th. Shareholders of record on Friday, May 29th will be paid a $0.31 dividend. This represents a $1.24 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date is Friday, May 29th. eBay's dividend payout ratio (DPR) is currently 28.12%.

Key Headlines Impacting eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Takeover premium and formal proposal: GameStop offered $125/share in a 50/50 cash-and-stock mix, and eBay confirmed receipt; takeover speculation typically lifts a target’s stock as investors price in the premium. GameStop Proposes to Acquire eBay at 125.00 Per Share
• Positive Sentiment: Short-term technical/catalyst support: increased trading, reported unusual call buying and heavy premarket buying pushed shares toward 52‑week highs — these flows (and potential short covering) can extend the rally while the board reviews the offer. Why eBay Shares Are Trading Higher By 8%; Here Are 20 Stocks Moving Premarket
• Neutral Sentiment: Official review process started: eBay has said its board and advisors will review the unsolicited bid; that process can take time and typically leaves a range of outcomes (reject, negotiate, or go hostile). eBay shares struggle to track GameStop's ambitious bid price on investor skepticism
• Negative Sentiment: Feasibility, financing and dilution risk: commentators note GameStop is much smaller than eBay and would need substantial debt/equity issuance (reports of ~ $20B financing commitments). If the deal proceeds as proposed, dilution and leverage could be material — a factor weighing on long‑term shareholder value for GameStop and a reason some investors doubt the transaction will close. GameStop Is Offering to Buy eBay for $56 Billion, CEO Ryan Cohen Says
• Negative Sentiment: Analyst caution and execution risk for any combination: many analysts call the bid aggressive and hard to execute (integration, culture, and antitrust/board resistance are cited), so much of the current upside may reflect headline risk rather than sustainable re‑rating. GameStop's eBay Gamble: Bold Move or Balance Sheet Disaster?

Analyst Ratings Changes

A number of equities research analysts have recently commented on EBAY shares. Citizens Jmp raised their price target on eBay from $115.00 to $120.00 and gave the stock a "market outperform" rating in a research report on Friday. UBS Group raised their price target on eBay from $96.00 to $110.00 and gave the stock a "neutral" rating in a research report on Tuesday, April 28th. Wedbush raised their price target on eBay from $95.00 to $100.00 and gave the stock a "neutral" rating in a research report on Friday, February 20th. Jefferies Financial Group raised their price target on eBay from $60.00 to $65.00 in a research report on Thursday, April 30th. Finally, Morgan Stanley raised their price target on eBay to $117.00 and gave the stock an "overweight" rating in a research report on Tuesday, April 28th. Fourteen investment analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and a consensus target price of $105.42.

Insider Buying and Selling

In other eBay news, SVP Cornelius Boone sold 16,685 shares of the firm'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 completion of the transaction, 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Jamie Iannone sold 21,000 shares of the firm's stock in a transaction that occurred on Monday, April 6th. The shares were sold at an average price of $97.37, for a total value of $2,044,770.00. Following the completion of the transaction, the chief executive officer owned 352,653 shares of the company's stock, valued at approximately $34,337,822.61. This represents a 5.62% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 86,952 shares of company stock valued at $8,251,267 in the last ninety days. 0.64% of the stock is owned by company insiders.

eBay Company 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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