eBay Inc. $EBAY Stock Holdings Lifted by First Citizens Bank & Trust Co.

First Citizens Bank & Trust Co. grew its holdings in shares of eBay Inc. (NASDAQ:EBAY) by 267.0% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 10,092 shares of the e-commerce company’s stock after acquiring an additional 7,342 shares during the quarter. First Citizens Bank & Trust Co.’s holdings in eBay were worth $1,070,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in the business. BlackRock Inc. bought a new stake in shares of eBay in the 2nd quarter worth approximately $4,406,897,000. Legal & General Group Plc purchased a new stake in shares of eBay in the 2nd quarter valued at $506,653,000. Bank of America Corp DE bought a new position in shares of eBay during the 2nd quarter valued at $405,182,000. Bank of New York Mellon Corp bought a new position in shares of eBay during the 2nd quarter valued at $282,479,000. Finally, Nykredit A S bought a new position in shares of eBay during the 2nd quarter valued at $256,983,000. 87.48% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of equities analysts recently commented on the stock. Morgan Stanley lifted their target price on shares of eBay from $127.00 to $132.00 and gave the stock an “overweight” rating in a research report on Monday. Barclays boosted their price target on shares of eBay from $114.00 to $123.00 and gave the stock an “overweight” rating in a research note on Thursday, August 6th. BMO Capital Markets set a $145.00 price target on shares of eBay in a research report on Thursday, August 6th. Needham & Company LLC raised their price objective on eBay from $122.00 to $135.00 and gave the company a “buy” rating in a research note on Thursday, August 6th. Finally, Citigroup raised their price objective on eBay from $127.00 to $130.00 and gave the company a “buy” rating in a research note on Thursday, August 13th. Two analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating, sixteen have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $115.24.

eBay News Roundup

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Takeover speculation drove the rally. Unconfirmed market chatter linking eBay to a potential acquisition pushed the stock higher, although no transaction has been announced. Investors should treat this as speculative and potentially volatile. eBay Jumps 5% on Takeover Speculation
• Positive Sentiment: Live commerce is emerging as a growth catalyst. An analyst said the live-commerce market has begun to accelerate, while eBay’s promotional activity—including eBay Live programming around New York Comic Con—could help increase engagement and holiday sales. eBay Live Commerce Analyst Commentary
• Positive Sentiment: Holiday-shopping initiatives support the near-term outlook. eBay is emphasizing changing customer behavior and shopping events to drive seasonal demand. This builds on the company’s latest reported quarter, when revenue rose 14.8% year over year and EPS exceeded consensus estimates.
• Neutral Sentiment: The rally is substantially ahead of eBay’s longer-term moving averages. The stock is near its 12-month high, with valuation metrics such as a P/E ratio above 25, suggesting investors are already pricing in meaningful growth and leaving less room for disappointment.
• Neutral Sentiment: Marketplace activity remains visible but is not necessarily equivalent to profit. Commentary cautions that high gross merchandise volume does not directly translate into earnings because expenses, incentives and other costs determine the cash ultimately retained by eBay. eBay Gross Merchandise Volume Analysis
• Negative Sentiment: Potential operational and regulatory risks remain. A reported eBaymag synchronization issue allegedly allowed inventory to continue selling in other countries after listings were set to zero, highlighting fulfillment and seller-management risk. Separately, proposed U.K. budget measures could increase costs or regulatory pressure on major online marketplaces. eBaymag Synchronization Issue

eBay Stock Performance

Shares of EBAY stock opened at $122.91 on Friday. The company has a debt-to-equity ratio of 1.10, a quick ratio of 1.02 and a current ratio of 1.02. eBay Inc. has a fifty-two week low of $78.03 and a fifty-two week high of $124.59. The stock has a 50 day moving average price of $107.31 and a two-hundred day moving average price of $107.86. The company has a market capitalization of $54.69 billion, a P/E ratio of 24.45, a PEG ratio of 3.09 and a beta of 1.33.

eBay (NASDAQ:EBAY) last released its quarterly earnings data on Wednesday, August 5th. The e-commerce company reported $1.60 earnings per share for the quarter, beating analysts’ consensus estimates of $1.50 by $0.10. The firm had revenue of $3.13 billion during the quarter, compared to analyst estimates of $3.01 billion. eBay had a return on equity of 47.88% and a net margin of 18.50%. The business’s quarterly revenue was up 14.8% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.37 earnings per share. eBay has set its Q3 2026 guidance at 1.360-1.420 EPS. Analysts expect that eBay Inc. will post 4.87 earnings per share for the current year.

eBay Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, September 11th. Investors of record on Friday, August 28th were issued a dividend of $0.31 per share. This represents a $1.24 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date was Friday, August 28th. eBay’s dividend payout ratio is currently 25.67%.

Insiders Place Their Bets

In other eBay news, CEO Jamie Iannone sold 11,110 shares of the stock in a transaction on Monday, October 5th. The shares were sold at an average price of $107.08, for a total transaction of $1,189,658.80. Following the completion of the sale, the chief executive officer owned 226,269 shares of the company’s stock, valued at $24,228,884.52. This represents a 4.68% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Jordan Sweetnam sold 1,014 shares of the stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $101.39, for a total transaction of $102,809.46. Following the sale, 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. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 34,344 shares of company stock valued at $3,635,567 over the last quarter. 0.67% of the stock is currently owned by company insiders.

eBay Profile

eBay Inc (NASDAQ: EBAY) operates a global online marketplace that connects millions of buyers and sellers. The platform enables individuals, small businesses and larger retailers to list and purchase new, used and refurbished merchandise across categories such as electronics, fashion, collectibles, automotive parts, home goods and industrial products.

The company generates revenue primarily through fees charged to sellers for listing and selling items, along with advertising services and other marketplace-related offerings.