SEB Asset Management AB Makes New Investment in eBay Inc. $EBAY

SEB Asset Management AB purchased a new stake in eBay Inc. (NASDAQ:EBAY) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 101,084 shares of the e-commerce company’s stock, valued at approximately $9,201,000.

Several other large investors have also modified their holdings of the stock. Robeco Institutional Asset Management B.V. raised its holdings in eBay by 4.0% during the 4th quarter. Robeco Institutional Asset Management B.V. now owns 2,931,042 shares of the e-commerce company’s stock worth $255,294,000 after buying an additional 113,553 shares during the period. Allworth Financial LP boosted its holdings in shares of eBay by 62.6% in the fourth quarter. Allworth Financial LP now owns 23,108 shares of the e-commerce company’s stock worth $2,013,000 after buying an additional 8,899 shares during the period. North Dakota State Investment Board purchased a new position in shares of eBay in the fourth quarter worth approximately $1,809,000. Eurizon Capital SGR S.p.A. acquired a new stake in shares of eBay during the fourth quarter valued at approximately $9,368,000. Finally, Jefferies Financial Group Inc. acquired a new stake in shares of eBay during the fourth quarter valued at approximately $1,209,000. 87.48% of the stock is owned by institutional investors.

More eBay News

Here are the key news stories impacting eBay this week:

• Positive Sentiment: GameStop raised its eBay stake to nearly 10% (about 43.4 million shares), showing strong conviction and increasing the odds of continued strategic pressure on eBay. Article Title
• Positive Sentiment: Some investors may view the rejected bid and renewed buying as a sign that eBay’s shares could attract further takeover or activist interest, potentially supporting the stock. Article Title
• Neutral Sentiment: Multiple reports confirm the same core development: Ryan Cohen and GameStop expanded their eBay position after eBay’s board rejected a roughly $55.5 billion offer at $125 per share as “neither credible nor attractive.” The details reinforce the takeover narrative, but do not add new business fundamentals. Article Title
• Neutral Sentiment: Commentary framing the situation as an activist campaign rather than a straightforward acquisition suggests the story may create volatility, but the ultimate impact on eBay remains uncertain. Article Title
• Negative Sentiment: eBay’s board rejection of the offer signals management is not receptive to the current proposal, which reduces the chance of an immediate deal and may disappoint takeover traders. Article Title

Insider Buying and Selling

In other eBay news, SVP Mazen Rawashdeh sold 1,919 shares of the firm’s stock in a transaction dated Wednesday, June 17th. The stock was sold at an average price of $108.51, for a total transaction of $208,230.69. Following the transaction, the senior vice president directly owned 32,124 shares in the company, valued at $3,485,775.24. This trade represents a 5.64% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. 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 Monday, July 6th. The stock was sold at an average price of $113.33, for a total value of $1,259,096.30. Following the completion of the sale, the chief executive officer directly owned 275,431 shares of the company’s stock, valued at $31,214,595.23. This represents a 3.88% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 76,012 shares of company stock worth $8,747,852. Corporate insiders own 0.67% of the company’s stock.

eBay Trading Down 1.0%

NASDAQ:EBAY opened at $113.04 on Wednesday. The company has a market capitalization of $50.19 billion, a P/E ratio of 25.63, a P/E/G ratio of 2.52 and a beta of 1.37. The stock’s 50 day moving average price is $111.77 and its 200 day moving average price is $99.81. The company has a debt-to-equity ratio of 1.36, a quick ratio of 1.22 and a current ratio of 1.22. eBay Inc. has a 52 week low of $77.12 and a 52 week high of $119.31.

eBay (NASDAQ:EBAY) last posted its earnings results on Wednesday, April 29th. The e-commerce company reported $1.66 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.58 by $0.08. The firm had revenue of $3.09 billion during the quarter, compared to analysts’ expectations of $3.04 billion. eBay had a net margin of 17.58% and a return on equity of 46.11%. The company’s revenue was up 19.5% compared to the same quarter last year. During the same period in the previous year, the company earned $1.38 earnings per share. eBay has set its Q2 2026 guidance at 1.090-1.140 EPS. On average, research analysts forecast that eBay Inc. will post 4.87 EPS for the current fiscal year.

eBay Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, June 12th. Investors of record on Friday, May 29th were paid a $0.31 dividend. This represents a $1.24 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend was Friday, May 29th. eBay’s payout ratio is presently 28.12%.

Analyst Upgrades and Downgrades

EBAY has been the topic of several research analyst reports. Morgan Stanley lifted their price objective on shares of eBay to $117.00 and gave the stock an “overweight” rating in a research report on Tuesday, April 28th. Wedbush initiated coverage on eBay in a research report on Thursday, July 16th. They set an “outperform” rating and a $135.00 price target on the stock. Stifel Nicolaus set a $98.00 price objective on eBay in a research note on Thursday, April 30th. The Goldman Sachs Group raised their price objective on eBay from $88.00 to $100.00 and gave the stock a “neutral” rating in a research report on Thursday, April 30th. Finally, TD Cowen lifted their target price on eBay from $87.00 to $88.00 and gave the company a “hold” rating in a research note on Friday, May 1st. Fourteen investment analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $110.52.

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.