Hudson Bay Capital Management LP Sells 52,654 Shares of eBay Inc. $EBAY

Hudson Bay Capital Management LP cut its stake in shares of eBay Inc. (NASDAQ:EBAY) by 60.4% during the 3rd quarter, Holdings Channel reports. The fund owned 34,529 shares of the e-commerce company’s stock after selling 52,654 shares during the period. Hudson Bay Capital Management LP’s holdings in eBay were worth $3,140,000 as of its most recent SEC filing.

A number of other large investors have also bought and sold shares of EBAY. Miracle Mile Advisors LLC increased its stake in eBay by 0.4% in the third quarter. Miracle Mile Advisors LLC now owns 29,151 shares of the e-commerce company’s stock valued at $2,651,000 after purchasing an additional 118 shares in the last quarter. Groupe la Francaise boosted its position in shares of eBay by 8.2% during the 2nd quarter. Groupe la Francaise now owns 1,621 shares of the e-commerce company’s stock worth $121,000 after purchasing an additional 123 shares in the last quarter. Mutual Advisors LLC grew its stake in shares of eBay by 5.2% in the 3rd quarter. Mutual Advisors LLC now owns 3,194 shares of the e-commerce company’s stock valued at $305,000 after buying an additional 158 shares during the period. RHS Financial LLC grew its stake in shares of eBay by 2.8% in the 3rd quarter. RHS Financial LLC now owns 6,335 shares of the e-commerce company’s stock valued at $576,000 after buying an additional 172 shares during the period. Finally, Westside Investment Management Inc. increased its position in eBay by 5.8% in the 3rd quarter. Westside Investment Management Inc. now owns 3,165 shares of the e-commerce company’s stock valued at $287,000 after buying an additional 174 shares in the last quarter. 87.48% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, SVP Mazen Rawashdeh sold 23,167 shares of the company’s stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $93.59, for a total value of $2,168,199.53. Following the completion of the sale, the senior vice president owned 28,915 shares in the company, valued at $2,706,154.85. This represents a 44.48% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, SVP Cornelius Boone sold 16,685 shares of the stock in a transaction dated Wednesday, March 18th. The shares were sold at an average price of $92.44, for a total transaction of $1,542,361.40. Following the completion of the sale, the senior vice president owned 94,479 shares of the company’s stock, valued at approximately $8,733,638.76. This represents a 15.01% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 87,280 shares of company stock valued at $8,067,074 in the last three months. 0.64% of the stock is currently owned by insiders.

eBay News Roundup

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Analyst upgrade: Citi raised its price target on eBay to $114 and reiterated a Buy, citing strength in eBay’s AI execution — a bullish signal that supports higher valuation expectations. Citi Raises eBay Target
• Positive Sentiment: Post‑earnings momentum explained: recent commentary (e.g., Zacks) highlights the stock’s rally since the earnings beat and the strategic importance of initiatives like the Depop acquisition and marketplace improvements that can lift GMV and margins. Why Is eBay Up 7.1% Since Last Earnings?
• Neutral Sentiment: Demand/marketing activity: consumer deal coverage and event livestreams (e.g., MegaCon Orlando) and promo rounds keep engagement and short‑term GMV stories visible, but are not guaranteed to change fundamentals immediately. MegaCon Orlando eBay livestreams
• Negative Sentiment: Insider selling: three senior VPs disclosed large share sales this week (multiple Form 4s show multi‑million dollar dispositions and double‑digit cuts to holdings) — a near‑term negative for sentiment even if sales can be for diversification or tax planning. Insider sale filings (SEC)
• Negative Sentiment: Regulatory / reputational risk: Mexico’s culture ministry urged eBay to stop sales of pre‑Hispanic artefacts — could prompt tighter category controls, removals or negative press in affected markets depending on eBay’s response. Mexico urges eBay to halt artefact sales

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on EBAY shares. Rothschild & Co Redburn upped 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. Citigroup boosted their price objective on eBay from $107.00 to $114.00 and gave the company a “buy” rating in a report on Friday, March 6th. Truist Financial set a $94.00 target price on eBay and gave the stock a “hold” rating in a research report on Thursday, February 19th. Bank of America increased their target price on eBay from $100.00 to $102.00 and gave the stock a “neutral” rating in a report on Thursday, February 19th. Finally, Evercore lifted their price target on shares of eBay from $93.00 to $94.00 in a research report on Thursday, February 19th. Fourteen research analysts have rated the stock with a Buy rating, nineteen have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company has an average rating of “Hold” and an average target price of $97.97.

eBay Stock Performance

Shares of EBAY opened at $88.98 on Friday. The firm has a market capitalization of $39.86 billion, a P/E ratio of 20.46, a P/E/G ratio of 1.86 and a beta of 1.38. eBay Inc. has a 52 week low of $58.71 and a 52 week high of $101.15. The stock has a 50 day moving average price of $89.80 and a two-hundred day moving average price of $88.48. The company has a debt-to-equity ratio of 1.30, a quick ratio of 1.10 and a current ratio of 1.10.

eBay (NASDAQ:EBAY) last posted its earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share for the quarter, beating analysts’ consensus estimates of $1.35 by $0.06. The company had revenue of $2.97 billion for the quarter, compared to analyst estimates of $2.87 billion. eBay had a return on equity of 43.04% and a net margin of 18.30%.The company’s revenue for the quarter was up 15.0% on a year-over-year basis. During the same quarter last year, the company earned $1.25 earnings per share. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. Equities analysts forecast that eBay Inc. will post 3.86 earnings per share for the current fiscal year.

eBay Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, March 20th. Shareholders of record on Friday, March 6th were issued a dividend of $0.31 per share. The ex-dividend date of this dividend was Friday, March 6th. This represents a $1.24 dividend on an annualized basis and a yield of 1.4%. This is a positive change from eBay’s previous quarterly dividend of $0.29. eBay’s payout ratio is presently 28.51%.

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.