eBay Inc. $EBAY Shares Sold by New York State Teachers Retirement System

New York State Teachers Retirement System trimmed its holdings in shares of eBay Inc. (NASDAQ:EBAY) by 2.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 391,488 shares of the e-commerce company’s stock after selling 7,790 shares during the period. New York State Teachers Retirement System owned approximately 0.09% of eBay worth $34,099,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of EBAY. Financial Consulate Inc. purchased a new position in shares of eBay during the 3rd quarter valued at approximately $27,000. High Point Wealth Management LLC purchased a new position in shares of eBay during the 4th quarter valued at approximately $26,000. Steigerwald Gordon & Koch Inc. purchased a new position in shares of eBay during the 3rd quarter valued at approximately $28,000. JPL Wealth Management LLC purchased a new position in shares of eBay during the 3rd quarter valued at approximately $28,000. Finally, JFS Wealth Advisors LLC increased its holdings 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 valued at $28,000 after purchasing an additional 116 shares in the last quarter. 87.48% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at eBay

In related news, CEO Jamie Iannone sold 21,000 shares of the business’s stock in a transaction 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 sale, the chief executive officer 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 position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Cornelius Boone sold 16,685 shares of the business’s stock in a transaction 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 directly owned 94,479 shares of the company’s stock, valued at approximately $8,733,638.76. The trade was a 15.01% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 86,952 shares of company stock worth $8,251,267 in the last quarter. 0.64% of the stock is owned by insiders.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on EBAY shares. Citigroup reaffirmed an “outperform” rating on shares of eBay in a report on Friday. Daiwa Securities Group lifted their target price on shares of eBay from $84.00 to $90.00 and gave the company a “neutral” rating in a report on Tuesday, February 24th. Robert W. Baird lifted their target price on shares of eBay from $105.00 to $117.00 in a report on Thursday. Piper Sandler reaffirmed an “overweight” rating and set a $115.00 target price (up from $105.00) on shares of eBay in a report on Thursday. Finally, Wall Street Zen raised shares of eBay from a “hold” rating to a “buy” rating in a report on Sunday, April 26th. Fourteen equities research 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. According to data from MarketBeat.com, eBay presently has a consensus rating of “Hold” and an average target price of $105.32.

More eBay News

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 Price Performance

Shares of NASDAQ EBAY opened at $104.07 on Friday. The firm has a market cap of $46.62 billion, a PE ratio of 23.60, a PEG ratio of 2.15 and a beta of 1.39. The firm has a fifty day moving average of $94.21 and a 200 day moving average of $89.73. The company has a debt-to-equity ratio of 1.36, a quick ratio of 1.10 and a current ratio of 1.22. eBay Inc. has a one year low of $67.48 and a one year high of $107.34.

eBay (NASDAQ:EBAY) last issued its quarterly earnings results on Wednesday, April 29th. The e-commerce company reported $1.66 EPS for the quarter, topping the consensus estimate of $1.58 by $0.08. The company had revenue of $3.09 billion during the quarter, compared to analyst estimates of $3.04 billion. eBay had a net margin of 17.58% and a return on equity of 46.11%. The firm’s revenue was up 19.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.38 EPS. eBay has set its Q2 2026 guidance at 1.090-1.140 EPS. As a group, research analysts predict that eBay Inc. will post 4.85 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. Investors of record on Friday, May 29th will be issued a $0.31 dividend. This represents a $1.24 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend is Friday, May 29th. eBay’s payout ratio is presently 28.51%.

About eBay

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.