Varma Mutual Pension Insurance Co Buys 5,700 Shares of eBay Inc. $EBAY

Varma Mutual Pension Insurance Co increased its stake in eBay Inc. (NASDAQ:EBAY) by 4.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 121,400 shares of the e-commerce company’s stock after purchasing an additional 5,700 shares during the period. Varma Mutual Pension Insurance Co’s holdings in eBay were worth $10,574,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. High Point Wealth Management LLC bought a new stake in shares of eBay during the 4th quarter valued at $26,000. Steigerwald Gordon & Koch Inc. bought a new stake in shares of eBay during the 3rd quarter valued at $28,000. Beacon Financial Strategies CORP bought a new stake in shares of eBay during the 4th quarter valued at $28,000. JFS Wealth Advisors LLC raised 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 valued at $28,000 after acquiring 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 valued at $28,000. Institutional investors own 87.48% of the company’s stock.

eBay News Roundup

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Takeover premium lifted shares — GameStop submitted an unsolicited, non‑binding proposal valuing eBay at about $55.5–$56B (~$125/share), prompting a rally on the premium and short‑covering interest. eBay Stock Pops on GameStop Takeover Offer
• Positive Sentiment: Authenticity push supports marketplace trust and higher‑value sales — eBay launched an Authenticity Guarantee for trading cards in the U.K., which can raise buyer confidence and take rate on premium categories. eBay Launches Authenticity Guarantee for Trading Cards in the UK
• Positive Sentiment: Big options flow signals speculative bullishness / potential short covering — unusually large call buying and option activity has amplified upside momentum in EBAY. That can accelerate moves while news is fresh. Options and volume analysis
• Neutral Sentiment: Analysts raise price targets but remain cautious — BNP Paribas Exane nudged its target higher to $110 while maintaining a neutral rating, reflecting mixed upside expectations. BNP Paribas adjusts eBay price target
• Neutral Sentiment: Deal feasibility remains an open question — multiple outlets and analysts flag significant financing and execution gaps for GameStop’s offer; markets are pricing uncertainty into both companies. Financing doubts coverage
• Negative Sentiment: Activist rhetoric raises restructuring / layoffs risk — Ryan Cohen’s comments that eBay’s ~11,500 headcount “doesn’t make sense” for an asset‑light business suggest possible cost cuts or layoffs if activism/transaction pressure continues, creating near‑term uncertainty. Layoff/activist commentary
• Negative Sentiment: Market skepticism could reverse gains — if the offer fails, or if concerns about hostile tactics, dilution or debt gain traction, EBAY could pull back once the takeover premium fades. Takeover doubts coverage

eBay Price Performance

Shares of EBAY stock opened at $105.26 on Wednesday. eBay Inc. has a 12-month low of $67.87 and a 12-month high of $111.38. The firm has a market capitalization of $46.73 billion, a price-to-earnings ratio of 23.87, a price-to-earnings-growth ratio of 2.39 and a beta of 1.39. The company has a quick ratio of 1.22, a current ratio of 1.22 and a debt-to-equity ratio of 1.36. The firm has a fifty day moving average of $94.56 and a 200-day moving average of $89.83.

eBay (NASDAQ:EBAY) last announced its quarterly earnings results on Wednesday, April 29th. The e-commerce company reported $1.66 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.58 by $0.08. eBay had a net margin of 17.58% and a return on equity of 46.11%. The company had revenue of $3.09 billion during the quarter, compared to analyst estimates of $3.04 billion. During the same quarter in the previous year, the business earned $1.38 EPS. The firm’s revenue was up 19.5% on a year-over-year basis. eBay has set its Q2 2026 guidance at 1.090-1.140 EPS. On average, equities research analysts forecast that eBay Inc. will post 4.91 earnings per share for the current year.

eBay Dividend Announcement

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

Insider Activity at eBay

In related news, CEO Jamie Iannone sold 21,000 shares of the company’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 transaction, the chief executive officer directly owned 352,653 shares of the company’s stock, valued at approximately $34,337,822.61. This represents a 5.62% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Mazen Rawashdeh sold 23,167 shares of the company’s stock in a transaction on Tuesday, March 17th. The stock was 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 of the company’s stock, valued at approximately $2,706,154.85. The trade was a 44.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 86,952 shares of company stock valued at $8,251,267 in the last quarter. 0.64% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several analysts have commented on EBAY shares. Daiwa Securities Group upped their target price on shares of eBay from $84.00 to $90.00 and gave the company a “neutral” rating in a research report on Tuesday, February 24th. TD Cowen upped their target price on shares of eBay from $87.00 to $88.00 and gave the company a “hold” rating in a research report on Friday, May 1st. Benchmark upped their target price on shares of eBay from $110.00 to $115.00 and gave the company a “buy” rating in a research report on Thursday, February 19th. Wedbush boosted their price target on shares of eBay from $95.00 to $100.00 and gave the company a “neutral” rating in a report on Friday, February 20th. Finally, BMO Capital Markets boosted their price target on shares of eBay from $120.00 to $130.00 in a report on Thursday, April 30th. Fourteen 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. According to MarketBeat.com, eBay currently has an average rating of “Hold” and an average target price of $105.84.

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.