Impax Asset Management Group plc Purchases 321,732 Shares of eBay Inc. $EBAY

Key Points

• Impax Asset Management boosted its eBay stake by 11.4%, buying 321,732 shares to hold 3,134,733 shares worth about $273.0M, making eBay its 14th-largest holding (~0.69% of the company).
• Q4 results beat: eBay reported EPS of $1.41 vs. $1.35 expected and revenue of $2.97B (up 15% YoY), set Q1 2026 EPS guidance of $1.53–$1.59, and raised the quarterly dividend to $0.31 (annualized $1.24, ~1.3% yield).
• Insider selling and mixed sentiment: insiders sold 120,393 shares (~$11.3M) including CEO Jamie Iannone's 21,000-share sale, the stock was down about 5.3%, and analysts show mixed views with an average "Hold" rating and mean target near $98.94 (several firms have higher targets up to $118–$120).

Impax Asset Management Group plc grew its position in shares of eBay Inc. (NASDAQ:EBAY - Free Report) by 11.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,134,733 shares of the e-commerce company's stock after purchasing an additional 321,732 shares during the period. eBay comprises about 1.7% of Impax Asset Management Group plc's holdings, making the stock its 14th largest holding. Impax Asset Management Group plc owned approximately 0.69% of eBay worth $273,035,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in the company. Financial Consulate Inc. bought a new stake in shares of eBay in the 3rd quarter valued at about $27,000. Steigerwald Gordon & Koch Inc. bought a new stake in shares of eBay in the 3rd quarter valued at about $28,000. JPL Wealth Management LLC bought a new stake in shares of eBay in the 3rd quarter valued at about $28,000. Beacon Financial Strategies CORP bought a new stake in shares of eBay in the 4th quarter valued at about $28,000. Finally, JFS Wealth Advisors LLC lifted its stake in shares of eBay by 57.4% in the 4th quarter. JFS Wealth Advisors LLC now owns 318 shares of the e-commerce company's stock valued at $28,000 after acquiring an additional 116 shares during the last quarter. Institutional investors own 87.48% of the company's stock.

eBay Trading Down 5.3%

EBAY opened at $97.94 on Friday. eBay Inc. has a one year low of $65.00 and a one year high of $107.34. The business has a 50 day simple moving average of $92.64 and a two-hundred day simple moving average of $89.43. The company has a debt-to-equity ratio of 1.30, a current ratio of 1.10 and a quick ratio of 1.10. The firm has a market capitalization of $43.88 billion, a price-to-earnings ratio of 22.51, a PEG ratio of 2.16 and a beta of 1.34.

eBay (NASDAQ:EBAY - Get Free Report) last posted its earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share 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 the consensus estimate of $2.87 billion. During the same quarter in the prior year, the business earned $1.25 EPS. The business's revenue for the quarter was up 15.0% on a year-over-year basis. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. Analysts predict that eBay Inc. will post 4.83 EPS for the current year.

eBay Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, March 20th. Shareholders of record on Friday, March 6th were issued a dividend of $0.31 per share. This is a positive change from eBay's previous quarterly dividend of $0.29. The ex-dividend date was Friday, March 6th. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.3%. eBay's dividend payout ratio (DPR) is currently 28.51%.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on EBAY shares. Deutsche Bank Aktiengesellschaft boosted their target price on eBay from $100.00 to $118.00 and gave the company a "buy" rating in a research note on Monday, February 23rd. The Goldman Sachs Group raised eBay from a "sell" rating to a "neutral" rating and set a $88.00 target price for the company in a research note on Thursday, February 19th. UBS Group set a $96.00 target price on eBay in a research note on Thursday, February 19th. Citizens Jmp reissued a "market outperform" rating and issued a $115.00 target price on shares of eBay in a research note on Wednesday, January 28th. Finally, BMO Capital Markets reissued an "outperform" rating and issued a $120.00 target price on shares of eBay in a research note on Thursday, February 19th. Fourteen analysts have rated the stock with a Buy rating, nineteen have issued a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat.com, the stock currently has an average rating of "Hold" and an average price target of $98.94.

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

Insider Transactions at eBay

In related news, CEO Jamie Iannone sold 21,000 shares of the company's stock in a transaction that occurred on Monday, April 6th. The stock was sold at an average price of $97.37, for a total value of $2,044,770.00. Following the sale, the chief executive officer owned 352,653 shares in the company, valued at $34,337,822.61. This represents a 5.62% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Jordan Douglas Bradle Sweetnam sold 33,441 shares of the company's stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $91.99, for a total value of $3,076,237.59. Following the completion of the sale, the senior vice president owned 4,733 shares in the company, valued at $435,388.67. The trade was a 87.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 120,393 shares of company stock worth $11,327,504 over the last quarter. Insiders own 0.64% of the company's stock.

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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