Lone Peak Global Investors LLC Increases Stock Holdings in eBay Inc. $EBAY

Lone Peak Global Investors LLC grew its stake in shares of eBay Inc. (NASDAQ:EBAY) by 6.1% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 148,361 shares of the e-commerce company’s stock after purchasing an additional 8,496 shares during the quarter. eBay makes up about 2.3% of Lone Peak Global Investors LLC’s holdings, making the stock its 28th biggest position. Lone Peak Global Investors LLC’s holdings in eBay were worth $16,579,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also modified their holdings of EBAY. BlackRock Inc. acquired a new stake in eBay during the 2nd quarter worth $4,406,897,000. Legal & General Group Plc purchased a new position in shares of eBay during the second quarter worth about $506,653,000. Bank of America Corp DE acquired a new stake in shares of eBay during the second quarter worth about $405,182,000. Bank of New York Mellon Corp acquired a new stake in shares of eBay during the second quarter worth about $282,479,000. Finally, Altshuler Shaham Ltd lifted its holdings in shares of eBay by 4,452,655.3% in the 4th quarter. Altshuler Shaham Ltd now owns 2,092,795 shares of the e-commerce company’s stock valued at $182,282,000 after purchasing an additional 2,092,748 shares during the last quarter. Institutional investors and hedge funds own 87.48% of the company’s stock.

eBay Stock Performance

Shares of EBAY stock opened at $104.98 on Wednesday. The stock has a market capitalization of $46.72 billion, a PE ratio of 21.74, a price-to-earnings-growth ratio of 2.51 and a beta of 1.37. eBay Inc. has a 52-week low of $78.03 and a 52-week high of $119.31. The stock’s 50-day moving average price is $109.66 and its 200 day moving average price is $103.25. The company has a quick ratio of 1.02, a current ratio of 1.02 and a debt-to-equity ratio of 1.10.

eBay (NASDAQ:EBAY) last posted its quarterly earnings data on Wednesday, August 5th. The e-commerce company reported $1.60 earnings per share for the quarter, topping analysts’ consensus estimates of $1.50 by $0.10. The company had revenue of $3.13 billion during the quarter, compared to analysts’ expectations of $3.01 billion. eBay had a return on equity of 47.88% and a net margin of 18.50%.The firm’s revenue for the quarter was up 14.8% on a year-over-year basis. During the same period last year, the firm earned $1.37 EPS. eBay has set its Q3 2026 guidance at 1.360-1.420 EPS. As a group, equities research analysts forecast that eBay Inc. will post 4.86 EPS for the current year.

eBay Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, September 11th. Stockholders of record on Friday, August 28th 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 is Friday, August 28th. eBay’s dividend payout ratio (DPR) is 25.67%.

Key Stories Impacting eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: GameStop converted its derivatives position into approximately 43.4 million eBay shares valued near $5 billion, making it a major, potentially influential shareholder rather than an immediate acquirer. The investment reflects the value created by eBay’s recent stock appreciation and could provide strategic support for the marketplace. GameStop Turns eBay Pursuit Into a Nearly $5 Billion Investment
• Positive Sentiment: Coverage of eBay’s authentication operation emphasizes its efforts to reduce counterfeit risk and improve buyer confidence in categories such as luxury goods, sneakers, watches and collectibles. Stronger trust mechanisms can support conversion, repeat purchases and long-term marketplace health. A Behind-The-Scenes Look At eBay’s Authentication Operation
• Positive Sentiment: eBay launched a UK trading-card price guide, expanding tools for collectors and investors and potentially increasing engagement in a high-value collectibles category. A separate report identified used cameras as one of eBay’s top-selling categories in Japan, indicating continued strength in specialized resale markets. eBay Expands Trading Card Investment With New UK Price Guide
• Neutral Sentiment: eBay’s Labor Day promotions, including discounts on VITURE XR glasses, may support near-term transaction volume but are promotional rather than a major change to the company’s fundamentals. VITURE XR Glasses During eBay’s Labor Day Sale
• Neutral Sentiment: eBay is removing airbags from its marketplace because of counterfeit and safety concerns. The action could reduce some sales, but it also limits legal, reputational and customer-safety risks. eBay Is Pulling Airbags From Its Marketplace Over Potential Safety Risks
• Negative Sentiment: A consumer report alleges that eBay temporarily withheld roughly half of an $11,000 truck-sale payment. Although presented as an individual dispute, such stories can raise concerns about seller support, payment handling and marketplace trust. eBay Helped Man Sell His Truck, but Only Gave Him Half His Money

Analyst Ratings Changes

A number of analysts recently issued reports on EBAY shares. Wedbush upped their target price on eBay from $135.00 to $137.00 and gave the company an “outperform” rating in a research report on Thursday, August 20th. Weiss Ratings lowered eBay from a “buy (b+)” rating to a “buy (b)” rating in a research report on Tuesday, August 25th. BNP Paribas Exane increased their price objective on eBay from $97.00 to $110.00 and gave the company a “neutral” rating in a report on Tuesday, May 5th. Piper Sandler restated an “overweight” rating and set a $133.00 target price (up from $115.00) on shares of eBay in a research report on Thursday, August 6th. Finally, Jefferies Financial Group set a $145.00 target price on shares of eBay in a report on Thursday, August 6th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, seventeen have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $117.24.

Insider Activity

In related news, CEO Jamie Iannone sold 11,110 shares of the firm’s stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $108.55, for a total value of $1,205,990.50. Following the completion of the sale, the chief executive officer owned 253,211 shares in the company, valued at $27,486,054.05. This trade represents a 4.20% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Mazen Rawashdeh sold 1,919 shares of eBay stock in a transaction that occurred on Wednesday, June 17th. The shares were sold at an average price of $108.51, for a total value of $208,230.69. Following the completion of the sale, the senior vice president directly owned 32,124 shares in the company, valued at $3,485,775.24. This represents a 5.64% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 37,126 shares of company stock valued at $4,087,886 over the last quarter. Corporate insiders own 0.67% of the company’s stock.

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.