Allianz Asset Management GmbH Has $315.86 Million Stake in eBay Inc. $EBAY

Allianz Asset Management GmbH boosted its position in shares of eBay Inc. (NASDAQ:EBAY) by 47.5% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 3,626,424 shares of the e-commerce company’s stock after purchasing an additional 1,167,019 shares during the period. Allianz Asset Management GmbH’s holdings in eBay were worth $315,862,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the company. Robeco Institutional Asset Management B.V. lifted its position in shares of 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 last quarter. Allworth Financial LP lifted its position in shares of eBay by 62.6% during the 4th 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 last quarter. North Dakota State Investment Board bought a new stake in shares of eBay during the 4th quarter worth $1,809,000. Jain Global LLC bought a new stake in shares of eBay during the 3rd quarter worth $8,220,000. Finally, Jag Capital Management LLC lifted its position in shares of eBay by 2,181.0% during the 3rd quarter. Jag Capital Management LLC now owns 120,804 shares of the e-commerce company’s stock worth $10,987,000 after buying an additional 115,508 shares during the last quarter. 87.48% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: eBay launched Easy and Free Returns for parts and accessories, a move that could improve buyer confidence, support conversion, and strengthen the marketplace experience for sellers and shoppers. eBay launches Easy and Free Returns on parts and accessories
• Positive Sentiment: eBay also introduced a new global brand campaign, “Meanwhile on eBay Live,” which signals continued marketing investment to drive engagement and transaction volume across the platform. eBay launches new global brand campaign ‘Meanwhile on eBay Live’
• Neutral Sentiment: Analyst commentary continued to frame eBay as a potentially attractive long-term value and margin story, but this was largely reiteration rather than a fresh catalyst. eBay’s Developments In Focus Categories Will Likely Soar Gross Margin Value
• Neutral Sentiment: Another headline noted a significant increase in short interest, but the figures cited were effectively zero shares, so the data does not appear to meaningfully change the trading outlook. Short interest update
• Negative Sentiment: The biggest downside headline is the UK Competition and Markets Authority’s formal review of eBay’s $1.2 billion Depop acquisition, which raises the risk of delays, added conditions, or a blocked deal. UK competition watchdog launches probe into eBay’s purchase of Depop
• Negative Sentiment: Reports that CEO Jamie Iannone sold shares under a pre-arranged trading plan could weigh on sentiment, even though the transaction was not unusual or necessarily a bearish signal. eBay CEO Jamie Iannone stock sale

Insider Activity at eBay

In other news, SVP Jordan Douglas Bradle Sweetnam sold 1,010 shares of eBay stock in a transaction on Monday, May 18th. The shares were sold at an average price of $115.61, for a total value of $116,766.10. Following the completion of the sale, the senior vice president owned 32,146 shares in the company, valued at $3,716,399.06. The trade was a 3.05% 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, 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 transaction of $5,852,000.00. Following the completion of the sale, the senior vice president owned 29,217 shares of the company’s stock, valued at $3,419,557.68. This represents a 63.12% 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. Over the last 90 days, insiders have sold 148,063 shares of company stock worth $15,356,989. 0.64% of the stock is owned by insiders.

eBay Stock Up 0.2%

eBay stock opened at $108.66 on Wednesday. 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 $72.84 and a 52-week high of $119.31. The firm has a 50 day moving average price of $105.40 and a two-hundred day moving average price of $93.93. The firm has a market cap of $48.25 billion, a price-to-earnings ratio of 24.64, a PEG ratio of 2.41 and a beta of 1.39.

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

eBay Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, June 12th. Shareholders of record on Friday, May 29th will be issued a dividend of $0.31 per share. The ex-dividend date is Friday, May 29th. This represents a $1.24 annualized dividend and a yield of 1.1%. eBay’s dividend payout ratio (DPR) is presently 28.12%.

Analysts Set New Price Targets

A number of research firms have recently weighed in on EBAY. Piper Sandler restated an “overweight” rating and issued a $115.00 price target (up from $105.00) on shares of eBay in a research note on Thursday, April 30th. TD Cowen raised their price target on shares of eBay from $87.00 to $88.00 and gave the company a “hold” rating in a research note on Friday, May 1st. Barclays raised their price target on shares of eBay from $104.00 to $114.00 and gave the company an “overweight” rating in a research note on Thursday, April 30th. Citigroup raised their price target on shares of eBay from $114.00 to $127.00 and gave the company a “buy” rating in a research note on Wednesday, May 13th. Finally, Truist Financial raised their price target on shares of eBay from $94.00 to $105.00 and gave the company a “hold” rating in a research note on Monday, May 4th. Thirteen analysts have rated the stock with a Buy rating, nineteen have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $107.84.

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.