Vanguard Group Inc. Buys 468,833 Shares of eBay Inc. $EBAY

Key Points

• Vanguard Group added 468,833 shares in Q4, bringing its stake to 57,613,332 shares (12.75% of eBay) valued at about $5.02 billion.
• eBay beat Q4 estimates, reporting $1.41 EPS vs $1.35 expected and $2.97 billion in revenue (up 15% Y/Y), and set Q1 2026 EPS guidance of $1.530–$1.590; analysts’ consensus is a "Hold" with an average target of $99.38.
• Insiders sold roughly 120,393 shares (~$11.3 million) in the last 90 days, while eBay raised its quarterly dividend to $0.31 (annualized $1.24, ~1.2% yield).

Vanguard Group Inc. increased its holdings in shares of eBay Inc. (NASDAQ:EBAY - Free Report) by 0.8% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 57,613,332 shares of the e-commerce company's stock after buying an additional 468,833 shares during the quarter. Vanguard Group Inc. owned 12.75% of eBay worth $5,018,121,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Financial Consulate Inc. bought a new stake in shares of eBay during the 3rd quarter worth $27,000. Steigerwald Gordon & Koch Inc. bought a new stake in shares of eBay during the 3rd quarter worth $28,000. Beacon Financial Strategies CORP bought a new stake in shares of eBay during the 4th quarter worth $28,000. JFS Wealth Advisors LLC lifted its position in shares of eBay by 57.4% during the 4th quarter. JFS Wealth Advisors LLC now owns 318 shares of the e-commerce company's stock worth $28,000 after buying an additional 116 shares during the last quarter. Finally, JPL Wealth Management LLC bought a new stake in shares of eBay during the 3rd quarter worth $28,000. 87.48% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on EBAY. The Goldman Sachs Group upgraded eBay from a "sell" rating to a "neutral" rating and set a $88.00 price objective for the company in a research report on Thursday, February 19th. UBS Group set a $96.00 price objective on eBay in a research report on Thursday, February 19th. Daiwa Securities Group increased their target price on eBay from $84.00 to $90.00 and gave the company a "neutral" rating in a research report on Tuesday, February 24th. Sanford C. Bernstein reiterated an "outperform" rating on shares of eBay in a research report on Thursday, February 19th. Finally, Weiss Ratings reiterated a "buy (b)" rating on shares of eBay in a research report on Monday, December 29th. Fourteen equities 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 stock. According to data from MarketBeat, the stock presently has an average rating of "Hold" and an average target price of $99.38.

Insider Buying and Selling

In related 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 transaction of $1,542,361.40. Following the completion of the sale, the senior vice president owned 94,479 shares of the company's stock, 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 SEC, which is available at the SEC website. Also, SVP Mazen Rawashdeh sold 23,167 shares of the firm's stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $93.59, for a total value of $2,168,199.53. Following the completion of the transaction, the senior vice president owned 28,915 shares in the company, valued at $2,706,154.85. This represents a 44.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 120,393 shares of company stock worth $11,327,504. Corporate insiders own 0.64% of the company's stock.

eBay Trading Up 2.4%

Shares of EBAY stock opened at $100.29 on Tuesday. The stock has a market cap of $44.93 billion, a price-to-earnings ratio of 23.06, a PEG ratio of 2.05 and a beta of 1.34. The stock has a 50-day moving average of $93.00 and a 200-day moving average of $89.45. The company has a current ratio of 1.10, a quick ratio of 1.10 and a debt-to-equity ratio of 1.30. eBay Inc. has a 1-year low of $65.00 and a 1-year high of $107.34.

eBay (NASDAQ:EBAY - Get Free Report) last issued its quarterly earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share for the quarter, beating the consensus estimate of $1.35 by $0.06. The company had revenue of $2.97 billion during the quarter, compared to analysts' expectations of $2.87 billion. eBay had a return on equity of 43.04% and a net margin of 18.30%.The business's quarterly revenue was up 15.0% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.25 earnings per share. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. On average, equities research analysts forecast that eBay Inc. will post 4.83 earnings per share for the current year.

eBay Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, March 20th. Stockholders of record on Friday, March 6th were paid a $0.31 dividend. The ex-dividend date of this dividend was Friday, March 6th. This is a positive change from eBay's previous quarterly dividend of $0.29. This represents a $1.24 annualized dividend and a dividend yield of 1.2%. eBay's payout ratio is currently 28.51%.

eBay News Summary

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Deutsche Bank lifted its price target from $118 to $132, a catalyst that helped push the stock upward as investors price in stronger upside potential. Article Title
• Positive Sentiment: Analyst previews and earnings-season commentary highlight steady near-term growth drivers — advertising, recommerce strength and AI tools — which support upside if Q1 results/guide meet expectations. Article Title
• Positive Sentiment: Recent bullish write-ups and investor theses are reinforcing buy-side interest in EBAY as a secular recommerce/marketplace play. These narratives can sustain momentum while fundamentals stay supportive. Article Title
• Neutral Sentiment: TD Cowen (via TipRanks) remains cautious with a Hold rating and an $87 target, signaling balanced risk/reward that may limit near-term analyst-driven upside. Article Title
• Neutral Sentiment: Institutional trimming: Calamos Advisors reduced its EBAY stake modestly (small share sale reported), a limited signal rather than a broad vote of no confidence. Article Title
• Neutral Sentiment: Macro risk commentary (Europe/energy/conflict) may weigh on consumer spending in some regions, a background risk but not an immediate company-specific driver. Article Title
• Negative Sentiment: Widespread technical outages and API failures disrupted buying/selling worldwide for nearly two days, forcing site downtime and emergency fixes — a direct operational hit that can dent GMV, seller trust and near-term revenue. Article Title Retail Dive News.az Jang
• Negative Sentiment: eBay sellers are facing higher 2026 shipping costs and new customs hurdles, a structural headwind that could raise seller fees or reduce listings/volumes and pressure take-rates or growth in cross-border trade. Article Title

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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