PFA Pension Forsikringsaktieselskab Buys New Shares in eBay Inc. $EBAY

Key Points

• PFA Pension Forsikringsaktieselskab bought 442,456 shares of eBay in Q4 — about $38.54 million worth, representing roughly a 0.10% stake.
• eBay beat Q1 expectations with $1.66 EPS (vs. $1.58 est.) and $3.09B revenue (+19.5% y/y), spurring several price-target upgrades (BMO to $130, Needham $122, Baird $117) even as Q2 GMV guidance and H2 uncertainty produced a mixed market reaction.
• Insiders have been net sellers recently (CEO sold 21,000 shares; ~86,952 shares sold in the last 90 days), while the company declared a $0.31 quarterly dividend (1.2% yield), signaling modest cash returns amid insider turnover.

PFA Pension Forsikringsaktieselskab bought a new stake in shares of eBay Inc. (NASDAQ:EBAY - Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 442,456 shares of the e-commerce company's stock, valued at approximately $38,538,000. PFA Pension Forsikringsaktieselskab owned approximately 0.10% of eBay as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently bought and sold shares of the company. Financial Consulate Inc. purchased a new position in eBay during the third quarter valued at $27,000. High Point Wealth Management LLC bought a new stake in eBay during the fourth quarter valued at about $26,000. Steigerwald Gordon & Koch Inc. purchased a new position in shares of eBay in the third quarter valued at about $28,000. JPL Wealth Management LLC purchased a new position in shares of eBay in the third quarter valued at about $28,000. Finally, JFS Wealth Advisors LLC lifted its position in shares of eBay by 57.4% in the fourth 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 in the last quarter. 87.48% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Multiple firms raised price targets sharply (Citizens Jmp to $120, BMO to $130, Robert W. Baird to $117 and Needham reiterated Buy at $122), signaling renewed analyst confidence after Q1 strength. Citizens Jmp raises target to $120 (Benzinga)
• Positive Sentiment: BMO’s lift to a $130 target is the largest upside call and suggests some analysts see substantial continued GMV/ad monetization upside. BMO raises PT to $130 (MarketScreener)
• Positive Sentiment: Robert W. Baird raised its target to $117, another vote of confidence that boosts upside expectations. Baird raises PT to $117 (MarketScreener)
• Positive Sentiment: Needham reaffirmed a Buy and kept a $122 target, reinforcing bullish views among some growth‑oriented analysts. Needham reaffirms Buy at $122 (Benzinga)
• Neutral Sentiment: Q1 results beat expectations — $1.66 EPS and $3.09B revenue (+19.5% y/y) with strong GMV and ad performance — supporting the analyst upgrades but the reaction was mixed because guidance left some uncertainty. eBay reports Q1 2026 results (Yahoo Finance)
• Neutral Sentiment: eBay guided Q2 GMV to $21.3B–$21.7B (up y/y but below Q1’s level) and flagged steady revenue; guidance helped revenue estimates but left some investors cautious about H2 momentum. Reuters: eBay forecasts Q2 revenue above estimates
• Neutral Sentiment: eBay declared a $0.31 quarterly dividend (record May 29, payable June 12), a small income signal but not a material value driver.
• Negative Sentiment: Some brokers remain cautious or set targets below the current price (TD Cowen to $88; Jefferies to $65), which can cap upside and add downside risk if sentiment shifts. TD Cowen lowers PT to $88 (MarketScreener)
• Negative Sentiment: Market commentary flagged second‑half growth concerns despite the Q1 beat; that caution explains earlier intraday selling and could drive volatility if future GMV guidance softens. Blockonomi: stock slides despite Q1 beat

eBay Stock Performance

Shares of EBAY stock opened at $104.07 on Monday. eBay Inc. has a 12-month low of $67.48 and a 12-month high of $107.34. The company has a current ratio of 1.22, a quick ratio of 1.22 and a debt-to-equity ratio of 1.36. The stock's 50-day moving average price is $94.21 and its 200-day moving average price is $89.73. The stock has a market capitalization of $46.21 billion, a price-to-earnings ratio of 23.60, a price-to-earnings-growth ratio of 2.28 and a beta of 1.39.

eBay (NASDAQ:EBAY - Get Free Report) last issued its earnings results on Wednesday, April 29th. The e-commerce company reported $1.66 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.58 by $0.08. eBay had a return on equity of 46.11% and a net margin of 17.58%.The firm had revenue of $3.09 billion for the quarter, compared to analysts' expectations of $3.04 billion. During the same period in the previous year, the firm posted $1.38 earnings per share. The business'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 research analysts predict that eBay Inc. will post 4.89 EPS for the current fiscal year.

eBay Announces Dividend

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

Insider Transactions at eBay

In other news, CEO Jamie Iannone sold 21,000 shares of eBay stock in a transaction dated 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 directly owned 352,653 shares of the company's stock, valued at approximately $34,337,822.61. The trade was a 5.62% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Jordan Douglas Bradle Sweetnam sold 12,113 shares of eBay stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $100.36, for a total value of $1,215,660.68. Following the completion of the sale, the senior vice president directly owned 30,835 shares in the company, valued at $3,094,600.60. This trade represents a 28.20% 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. Over the last ninety days, insiders sold 86,952 shares of company stock valued at $8,251,267. 0.64% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of research analysts recently commented on the company. The Goldman Sachs Group boosted their price target on eBay from $88.00 to $100.00 and gave the stock a "neutral" rating in a report on Thursday. Benchmark upped their price target on eBay from $110.00 to $115.00 and gave the stock a "buy" rating in a research note on Thursday, February 19th. Robert W. Baird boosted their target price on shares of eBay from $105.00 to $117.00 in a report on Thursday. Needham & Company LLC reissued a "buy" rating and issued a $122.00 target price on shares of eBay in a report on Thursday. Finally, Evercore set a $96.00 target price on shares of eBay in a report on Thursday. Fourteen research analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of "Hold" and an average target price of $105.32.

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.

Want to see what other hedge funds are holding EBAY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for eBay Inc. (NASDAQ:EBAY - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.