Pictet Asset Management Holding SA Decreases Position in eBay Inc. $EBAY

Pictet Asset Management Holding SA lessened its position in eBay Inc. (NASDAQ:EBAY) by 2.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 275,553 shares of the e-commerce company’s stock after selling 8,252 shares during the period. Pictet Asset Management Holding SA owned about 0.06% of eBay worth $24,001,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the company. GRIMES & Co WEALTH MANAGEMENT LLC acquired a new stake in shares of eBay in the 3rd quarter worth $770,000. Allianz Asset Management GmbH increased its position in eBay by 10.9% during the 3rd quarter. Allianz Asset Management GmbH now owns 2,459,405 shares of the e-commerce company’s stock valued at $223,683,000 after buying an additional 242,168 shares in the last quarter. Independent Advisor Alliance increased its position in eBay by 407.8% during the 3rd quarter. Independent Advisor Alliance now owns 26,469 shares of the e-commerce company’s stock valued at $2,407,000 after buying an additional 21,257 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. raised its stake in eBay by 30.1% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 181,787 shares of the e-commerce company’s stock valued at $16,534,000 after buying an additional 42,048 shares during the last quarter. Finally, Northstar Advisory Group LLC raised its stake in eBay by 31.6% in the third quarter. Northstar Advisory Group LLC now owns 59,129 shares of the e-commerce company’s stock valued at $5,378,000 after buying an additional 14,204 shares during the last quarter. Hedge funds and other institutional investors own 87.48% of the company’s stock.

Insider Buying and Selling at eBay

In related news, SVP Mazen Rawashdeh sold 23,167 shares of the business’s stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $93.59, for a total transaction of $2,168,199.53. Following the completion of the transaction, the senior vice president directly owned 28,915 shares in the company, valued at $2,706,154.85. The trade was a 44.48% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Cornelius Boone sold 16,685 shares of the company’s stock in a transaction on Wednesday, March 18th. The shares were 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 directly owned 94,479 shares in the company, valued at approximately $8,733,638.76. The trade was a 15.01% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 86,952 shares of company stock valued at $8,251,267 over the last quarter. Insiders own 0.64% of the company’s stock.

eBay Trading Down 0.3%

Shares of NASDAQ:EBAY opened at $103.48 on Friday. The company has a quick ratio of 1.10, a current ratio of 1.10 and a debt-to-equity ratio of 1.30. eBay Inc. has a 52-week low of $67.19 and a 52-week high of $107.34. The stock has a market cap of $46.36 billion, a price-to-earnings ratio of 23.46, a PEG ratio of 2.16 and a beta of 1.34. The business has a 50-day moving average price of $94.21 and a 200-day moving average price of $89.73.

eBay (NASDAQ:EBAY) last issued its earnings results on Wednesday, April 29th. The e-commerce company reported $1.66 EPS for the quarter, beating analysts’ consensus estimates of $1.58 by $0.08. eBay had a return on equity of 45.42% and a net margin of 17.58%.The firm had revenue of $3.09 billion for the quarter, compared to analyst estimates of $3.04 billion. During the same quarter in the prior year, the firm earned $1.38 earnings per share. eBay’s revenue for the quarter was up 19.5% on a year-over-year basis. eBay has set its Q2 2026 guidance at 1.090-1.140 EPS. Equities analysts predict that eBay Inc. will post 4.85 EPS for the current year.

eBay Dividend Announcement

The firm also recently disclosed 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 dividend payout ratio is 28.51%.

Analyst Ratings Changes

A number of brokerages have recently weighed in on EBAY. BNP Paribas Exane boosted their price target on eBay from $90.00 to $97.00 and gave the stock a “neutral” rating in a research note on Thursday, February 19th. The Goldman Sachs Group lifted their target price on shares of eBay from $88.00 to $100.00 and gave the stock a “neutral” rating in a research note on Thursday. Benchmark boosted their target price on shares of eBay from $110.00 to $115.00 and gave the stock a “buy” rating in a research report on Thursday, February 19th. Rothschild & Co Redburn upped their price target on shares of eBay from $90.00 to $100.00 and gave the company a “neutral” rating in a research note on Tuesday, February 24th. Finally, Piper Sandler reaffirmed an “overweight” rating and issued a $115.00 price target (up from $105.00) on shares of eBay in a report on Thursday. Fourteen analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $103.68.

More eBay News

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Q1 beat: eBay reported Q1 non-GAAP EPS of $1.66 vs. $1.58 expected and revenue of $3.09B, with GMV up ~18% (14% FX‑neutral). Strong topline and margin metrics supported the company’s operational momentum. PR Newswire: Q1 Results
• Positive Sentiment: Category and GMV strength: Focus categories (motor parts, fashion, electronics, collectibles) showed robust growth—management highlighted sustained GMV expansion and buyer growth as drivers. Proactive: Category Momentum
• Positive Sentiment: Capital returns and dividend: eBay returned $639M to shareholders in Q1 (including $500M in buybacks) and announced a $0.31 quarterly dividend, supporting shareholder-friendly thesis. PR Newswire: Capital Returns
• Positive Sentiment: Brokerage support: Several firms raised price targets or reiterated bullish stances after results—Morgan Stanley raised its target to $117 (overweight) and Needham reaffirmed a Buy with a $122 target, signaling continued analyst conviction among some buy-side firms. MarketScreener: Morgan Stanley
• Neutral Sentiment: Revenue guidance mixed: eBay said Q2 revenue is expected above estimates at the midpoint (management cited steady demand), which partially offset some investor concern about profit/G MV trajectory. Reuters: Q2 Revenue Forecast
• Neutral Sentiment: Analyst mix: while several targets were raised, other shops kept neutral/hold ratings (e.g., JPMorgan maintained a neutral view even after lifting its target), leaving consensus opinion mixed. Benzinga: Analyst Actions
• Negative Sentiment: Q2 EPS guidance disappointed: eBay guided Q2 non-GAAP EPS to $1.09–$1.14, well below the ~$1.44 consensus, which is the primary reason investors sent the stock lower despite the beat. Yahoo Finance: Guidance Reaction
• Negative Sentiment: H2 growth concerns: commentary and some models imply GMV deceleration in the second half (Q2 GMV guide is below Q1 GMV), raising questions about sustainability of the strong early‑year acceleration. Proactive: H2 Concerns
• Negative Sentiment: Marketplace outage and disclosure concerns: a prolonged multi‑day outage raised operational and confidence questions; limited detail on root cause has worried some investors about execution risk. Yahoo Finance: Outage

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.