eBay Inc. $EBAY is Lyrical Asset Management LP’s 8th Largest Position

Lyrical Asset Management LP trimmed its holdings in shares of eBay Inc. (NASDAQ:EBAY) by 4.8% in the fourth quarter, HoldingsChannel.com reports. The fund owned 3,679,959 shares of the e-commerce company’s stock after selling 183,693 shares during the period. eBay makes up 4.5% of Lyrical Asset Management LP’s investment portfolio, making the stock its 8th largest position. Lyrical Asset Management LP’s holdings in eBay were worth $320,524,000 as of its most recent SEC filing.

A number of other large investors have also bought and sold shares of the company. Vanguard Group Inc. increased its position in eBay by 0.8% in the fourth quarter. Vanguard Group Inc. now owns 57,613,332 shares of the e-commerce company’s stock worth $5,018,121,000 after buying an additional 468,833 shares during the last quarter. First Trust Advisors LP increased its position in eBay by 27.8% in the third quarter. First Trust Advisors LP now owns 8,309,698 shares of the e-commerce company’s stock worth $755,767,000 after buying an additional 1,808,976 shares during the last quarter. Legal & General Group Plc increased its position in eBay by 2.8% in the third quarter. Legal & General Group Plc now owns 5,263,191 shares of the e-commerce company’s stock worth $478,687,000 after buying an additional 141,057 shares during the last quarter. Impax Asset Management Group plc increased its position in eBay by 11.4% in the fourth quarter. Impax Asset Management Group plc now owns 3,134,733 shares of the e-commerce company’s stock worth $273,035,000 after buying an additional 321,732 shares during the last quarter. Finally, Robeco Institutional Asset Management B.V. increased its position in eBay by 4.0% in the fourth 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 last quarter. 87.48% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research firms have issued reports on EBAY. Citigroup raised their target price on eBay from $114.00 to $127.00 and gave the stock a “buy” rating in a research report on Wednesday, May 13th. Sanford C. Bernstein raised their target price on eBay from $95.00 to $100.00 and gave the stock a “market perform” rating in a research report on Wednesday, May 20th. Citizens Jmp raised their target price on eBay from $115.00 to $120.00 and gave the stock a “market outperform” rating in a research report on Friday, May 1st. Barclays raised their target price on eBay from $104.00 to $114.00 and gave the stock an “overweight” rating in a research report on Thursday, April 30th. Finally, BNP Paribas Exane raised their target price on eBay from $97.00 to $110.00 and gave the stock a “neutral” rating in a research report on Tuesday, May 5th. Thirteen investment analysts have rated the stock with a Buy rating, nineteen have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, eBay currently has a consensus rating of “Hold” and an average price target of $107.84.

Insider Buying and Selling

In other news, CEO Jamie Iannone sold 21,000 shares of eBay stock in a transaction on Monday, April 6th. The stock was 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 in the company, valued at approximately $34,337,822.61. The trade was a 5.62% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Mazen Rawashdeh sold 50,000 shares of eBay stock in a transaction on Friday, May 22nd. The shares were sold at an average price of $117.04, for a total value of $5,852,000.00. Following the completion of the transaction, the senior vice president owned 29,217 shares of the company’s stock, valued at approximately $3,419,557.68. This trade represents a 63.12% decrease in their ownership of the stock. 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 136,953 shares of company stock valued at $14,139,444 in the last ninety days. 0.64% of the stock is owned by company insiders.

eBay Price Performance

Shares of NASDAQ EBAY opened at $109.35 on Monday. The stock has a market cap of $48.55 billion, a PE ratio of 24.80, a price-to-earnings-growth ratio of 2.43 and a beta of 1.39. eBay Inc. has a fifty-two week low of $72.84 and a fifty-two week high of $119.31. The company has a debt-to-equity ratio of 1.36, a quick ratio of 1.22 and a current ratio of 1.22. The stock has a fifty day moving average of $104.60 and a 200-day moving average of $93.55.

eBay (NASDAQ:EBAY) last announced its quarterly earnings results on Wednesday, April 29th. The e-commerce company reported $1.66 earnings per share for the quarter, beating the consensus estimate of $1.58 by $0.08. The company had revenue of $3.09 billion during the quarter, compared to analysts’ expectations of $3.04 billion. eBay had a return on equity of 46.11% and a net margin of 17.58%.The firm’s quarterly revenue was up 19.5% compared to the same quarter last year. During the same period in the previous year, the business earned $1.38 earnings per share. eBay has set its Q2 2026 guidance at 1.090-1.140 EPS. Equities research analysts anticipate that eBay Inc. will post 4.83 earnings per share for the current year.

eBay Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, June 12th. Stockholders of record on Friday, May 29th will be given a $0.31 dividend. The ex-dividend date is Friday, May 29th. This represents a $1.24 annualized dividend and a dividend yield of 1.1%. eBay’s payout ratio is 28.12%.

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.