Yacktman Asset Management LP Reduces Stock Position in eBay Inc. $EBAY

Yacktman Asset Management LP lessened its stake in shares of eBay Inc. (NASDAQ:EBAY) by 2.8% in the fourth quarter, HoldingsChannel reports. The firm owned 1,532,330 shares of the e-commerce company’s stock after selling 44,708 shares during the quarter. eBay makes up approximately 1.9% of Yacktman Asset Management LP’s holdings, making the stock its 23rd biggest holding. Yacktman Asset Management LP’s holdings in eBay were worth $133,466,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in EBAY. Guggenheim Capital LLC increased its position in eBay by 7.4% during the 2nd quarter. Guggenheim Capital LLC now owns 14,334 shares of the e-commerce company’s stock worth $1,067,000 after purchasing an additional 988 shares in the last quarter. Jump Financial LLC purchased a new stake in eBay during the 2nd quarter worth about $275,000. NewEdge Advisors LLC increased its position in eBay by 70.4% during the 2nd quarter. NewEdge Advisors LLC now owns 108,572 shares of the e-commerce company’s stock worth $8,084,000 after purchasing an additional 44,851 shares in the last quarter. Sei Investments Co. increased its position in eBay by 48.7% during the 2nd quarter. Sei Investments Co. now owns 471,543 shares of the e-commerce company’s stock worth $35,111,000 after purchasing an additional 154,465 shares in the last quarter. Finally, Treasurer of the State of North Carolina increased its position in eBay by 26.3% during the 2nd quarter. Treasurer of the State of North Carolina now owns 325,678 shares of the e-commerce company’s stock worth $24,250,000 after purchasing an additional 67,731 shares in the last quarter. Hedge funds and other institutional investors own 87.48% of the company’s stock.

Analyst Ratings Changes

A number of analysts recently commented on EBAY shares. Piper Sandler reiterated an “overweight” rating and set a $115.00 price objective (up from $105.00) on shares of eBay in a research report on Thursday, April 30th. Susquehanna raised their price target on eBay from $95.00 to $110.00 and gave the stock a “neutral” rating in a research note on Friday, May 1st. Rothschild & Co Redburn raised their price target on eBay from $90.00 to $100.00 and gave the stock a “neutral” rating in a research note on Tuesday, February 24th. Daiwa Securities Group raised their price target on eBay from $84.00 to $90.00 and gave the stock a “neutral” rating in a research note on Tuesday, February 24th. Finally, BNP Paribas Exane raised their price target on eBay from $97.00 to $110.00 and gave the stock a “neutral” rating in a research note on Tuesday. Fourteen equities research analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $105.84.

Insider Transactions at eBay

In other news, SVP Mazen Rawashdeh sold 23,167 shares of eBay stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $93.59, for a total value of $2,168,199.53. Following the transaction, the senior vice president directly owned 28,915 shares of the company’s stock, valued at $2,706,154.85. The trade was a 44.48% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, SVP Jordan Douglas Bradle Sweetnam sold 12,978 shares of eBay stock in a transaction dated Wednesday, March 18th. The shares were sold at an average price of $92.44, for a total value of $1,199,686.32. Following the completion of the transaction, the senior vice president directly owned 42,948 shares in the company, valued at $3,970,113.12. This represents a 23.21% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 86,952 shares of company stock valued at $8,251,267. 0.64% of the stock is currently owned by company insiders.

eBay Stock Up 1.1%

Shares of NASDAQ:EBAY opened at $107.63 on Friday. The stock’s 50-day moving average price is $95.46 and its two-hundred day moving average price is $90.05. The company has a current ratio of 1.22, a quick ratio of 1.22 and a debt-to-equity ratio of 1.36. eBay Inc. has a 12-month low of $67.87 and a 12-month high of $111.38. The firm has a market cap of $47.79 billion, a price-to-earnings ratio of 24.41, a PEG ratio of 2.35 and a beta of 1.39.

eBay (NASDAQ:EBAY) last issued its quarterly earnings results on Wednesday, April 29th. The e-commerce company reported $1.66 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 analyst estimates of $3.04 billion. During the same period last year, the company earned $1.38 EPS. The firm’s quarterly 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, research analysts forecast that eBay Inc. will post 4.86 EPS for the current year.

eBay Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, June 12th. Stockholders of record on Friday, May 29th will be paid 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 currently 28.12%.

Trending Headlines about eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: eBay is benefiting from takeover speculation after GameStop CEO Ryan Cohen launched a $55.5 billion bid for the company, creating a potential premium narrative for shareholders. Ryan Cohen, GameStop’s rebel CEO
• Positive Sentiment: The deal-related attention has sparked heavy investor and media focus on eBay, which can support shares through increased momentum trading and speculation. GameStop-eBay saga gets weirder
• Neutral Sentiment: Several articles framed the move as more theatrical than practical, with critics questioning financing, strategy, and execution; this keeps the long-term impact on eBay uncertain. EBay permanently bans GameStop CEO Ryan Cohen
• Neutral Sentiment: One Yahoo Finance piece simply highlighted eBay’s long-term stock performance, which is informative but not a direct catalyst for today’s move. If You Invested $1000 in eBay a Decade Ago
• Negative Sentiment: The takeover storyline also raises uncertainty and reputational friction, including eBay’s suspension of Cohen’s account and public sparring that could unsettle investors if the situation escalates. GameStop CEO Ryan Cohen banned from eBay after takeover bid stunt

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.