eBay Inc. $EBAY Shares Sold by National Pension Service

National Pension Service lowered its position in eBay Inc. (NASDAQ:EBAY) by 5.2% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 993,819 shares of the e-commerce company’s stock after selling 54,713 shares during the quarter. National Pension Service owned about 0.22% of eBay worth $111,059,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of EBAY. California State Teachers Retirement System boosted its holdings in eBay by 9,904.7% in the 2nd quarter. California State Teachers Retirement System now owns 74,177,974 shares of the e-commerce company’s stock valued at $8,289,389,000 after purchasing an additional 73,436,541 shares during the last quarter. BlackRock Inc. acquired a new stake in shares of eBay during the 2nd quarter worth approximately $4,406,897,000. Invesco Ltd. increased its holdings in shares of eBay by 8.3% during the 4th quarter. Invesco Ltd. now owns 9,020,923 shares of the e-commerce company’s stock worth $785,722,000 after buying an additional 692,805 shares during the last quarter. Independent Franchise Partners LLP raised its position in shares of eBay by 5.2% during the 4th quarter. Independent Franchise Partners LLP now owns 7,748,177 shares of the e-commerce company’s stock valued at $674,866,000 after buying an additional 384,570 shares during the period. Finally, Dimensional Fund Advisors LP raised its position in shares of eBay by 1.7% during the 1st quarter. Dimensional Fund Advisors LP now owns 4,901,415 shares of the e-commerce company’s stock valued at $446,042,000 after buying an additional 80,450 shares during the period. 87.48% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at eBay

In other eBay news, SVP Jordan Sweetnam sold 1,014 shares of eBay stock in a transaction dated Tuesday, August 18th. The stock was sold at an average price of $101.39, for a total value of $102,809.46. Following the completion of the transaction, the senior vice president directly owned 35,546 shares of the company’s stock, valued at $3,604,008.94. The trade was a 2.77% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jamie Iannone sold 11,110 shares of the business’s stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $108.55, for a total transaction of $1,205,990.50. Following 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 disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 37,126 shares of company stock worth $4,007,449 in the last three months. 0.67% of the stock is owned by company insiders.

Key eBay News

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Analysts continue to favor eBay over GameStop. Commentary highlighting eBay’s stronger profitability and cleaner investment profile is supportive, particularly as GameStop reported a nearly 20% year-over-year revenue decline despite growth in collectibles. Reports that GameStop may abandon its potential bid for eBay could also reduce uncertainty surrounding eBay’s strategic outlook. GameStop’s Comeback Case Is Getting Interesting, But eBay Still Looks Stronger
• Positive Sentiment: Fashion Month activity may support marketplace engagement. eBay launched a major international fashion campaign, potentially increasing visibility, buyer traffic and seller activity in one of its important categories. eBay Kicks Off Major International Activity for Fashion Month
• Neutral Sentiment: Reported short-interest data provides no actionable signal. The update shows zero reported shares sold short and a zero-day short-interest ratio, suggesting either minimal short positioning or a data-reporting issue.
• Neutral Sentiment: Articles discussing the purchase of existing eBay seller accounts are primarily informational and do not appear to represent a new corporate development. However, they underscore the importance of eBay’s account-integrity and fraud controls. Find an eBay Seller Account for Sale That Fits Your Needs
• Negative Sentiment: Safety and regulatory scrutiny remain potential overhangs. eBay banned airbag sales after the National Highway Traffic Safety Administration confirmed an 11th death linked to a counterfeit inflator. The action may reduce future exposure, but the incident highlights counterfeit-product, liability and compliance risks. eBay Bans Airbag Sales as NHTSA Confirms 11th Death Tied to Counterfeit Inflator
• Negative Sentiment: eBay is investigating how banned gender-test kits appeared in listings in India and has removed the products. The removal limits ongoing exposure, but the episode adds to concerns about marketplace monitoring and regulatory compliance. eBay Probes Banned Gender-Test Kits in India

Analyst Upgrades and Downgrades

EBAY has been the topic of a number of recent analyst reports. Citigroup upped their price objective on eBay from $127.00 to $130.00 and gave the company a “buy” rating in a report on Thursday, August 13th. Weiss Ratings downgraded eBay from a “buy (b+)” rating to a “buy (b)” rating in a research report on Tuesday, August 25th. Barclays upped their price target on eBay from $114.00 to $123.00 and gave the company an “overweight” rating in a research note on Thursday, August 6th. Arete Research lowered their price target on eBay from $113.00 to $111.00 and set a “neutral” rating for the company in a report on Tuesday, May 26th. Finally, Mizuho set a $110.00 price objective on eBay in a research report on Thursday, August 6th. One equities research 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 issued a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $117.24.

eBay Stock Up 1.5%

Shares of NASDAQ EBAY opened at $105.03 on Friday. The firm has a market cap of $46.74 billion, a price-to-earnings ratio of 21.75, a PEG ratio of 2.75 and a beta of 1.34. 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 Inc. has a 52-week low of $78.03 and a 52-week high of $119.31. The business’s 50 day moving average is $108.83 and its two-hundred day moving average is $104.33.

eBay (NASDAQ:EBAY) last released its quarterly earnings results on Wednesday, August 5th. The e-commerce company reported $1.60 EPS for the quarter, topping the consensus estimate of $1.50 by $0.10. eBay had a return on equity of 47.88% and a net margin of 18.50%.The business had revenue of $3.13 billion during the quarter, compared to analyst estimates of $3.01 billion. During the same period last year, the business posted $1.37 earnings per share. The company’s quarterly revenue was up 14.8% on a year-over-year basis. eBay has set its Q3 2026 guidance at 1.360-1.420 EPS. Research analysts predict 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. Investors of record on Friday, August 28th will be issued a dividend of $0.31 per share. This represents a $1.24 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date is Friday, August 28th. eBay’s dividend payout ratio (DPR) is 25.67%.

eBay Company Profile

eBay Inc (NASDAQ: EBAY) operates a global online marketplace that connects buyers and sellers. Its platform supports the sale of new, used, refurbished and collectible products across categories including electronics, apparel, footwear, home and garden, automotive parts, accessories and trading cards.

The company generates revenue primarily through seller fees and related services, including payments, advertising and shipping solutions. eBay also offers specialized experiences such as eBay Motors and authentication programs designed to help verify eligible luxury goods, sneakers, watches, handbags and collectibles.

Founded in 1995 by Pierre Omidyar, eBay serves customers and sellers in markets around the world.