eBay (NASDAQ:EBAY) Sees Strong Trading Volume After Earnings Beat

eBay Inc. (NASDAQ:EBAY) shares saw strong trading volume on Thursday after the company announced better than expected quarterly earnings. 5,374,127 shares were traded during mid-day trading, an increase of 8% from the previous session’s volume of 4,959,482 shares.The stock last traded at $86.0150 and had previously closed at $82.18.

The e-commerce company reported $1.41 earnings per share for the quarter, beating the consensus estimate of $1.35 by $0.06. eBay had a return on equity of 42.62% and a net margin of 18.30%.The business had revenue of $2.97 billion for the quarter, compared to analysts’ expectations of $2.87 billion. During the same period last year, the business earned $1.25 EPS. The business’s revenue was up 15.0% on a year-over-year basis. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS.

eBay Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, March 20th. Shareholders of record on Friday, March 6th will be given a $0.31 dividend. This represents a $1.24 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend is Friday, March 6th. This is a positive change from eBay’s previous quarterly dividend of $0.29. eBay’s payout ratio is currently 25.22%.

Key Headlines Impacting eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Q4 results and guidance beat expectations — eBay reported stronger-than-expected Q4 revenue and EPS and issued constructive Q1 2026 guidance, which underpins today’s upside. eBay Q4 Earnings & Revenues Surpass Estimates, Both Increase Y/Y
• Positive Sentiment: Depop acquisition (≈$1.2B) adds scale in recommerce and Gen‑Z fashion — the deal strengthens eBay’s exposure to younger buyers and high-growth secondhand apparel, a strategic growth vector investors like. eBay to Buy Etsy’s Depop for $1.2 Billion. Both Stocks Are Jumping.
• Positive Sentiment: Shareholder returns boosted — eBay raised its quarterly dividend and authorized incremental buybacks (noted in recent reports), which supports near-term investor sentiment and yield-focused demand. eBay shares jump as Q4 results, upbeat Q1 outlook, and Depop deal boost sentiment
• Neutral Sentiment: Analysts are raising targets and adjusting ratings — multiple banks (Baird, Wedbush, Bank of America, etc.) lifted price targets after the results and Depop deal; this ratchets up expectations but also bakes in upside. These eBay Analysts Raise Price Targets On Strong Q4, 2026 Guide And Depop Acquisition
• Neutral Sentiment: Market/data noise around short interest — recent short-interest posts in feeds appear inconsistent (zeros/NaN) and don’t present a clear signal today. No actionable change from short-interest data at this time.
• Negative Sentiment: Options and hedging activity show caution — unusually large put-option volumes were reported, indicating some traders are hedging or betting on near-term weakness despite the rally. Investors Buy Large Volume of eBay Put Options (NASDAQ:EBAY)
• Negative Sentiment: Insider selling continues — a recent SVP sale (1,009 shares) and a pattern of insider disposals were disclosed; while individual sales are small, persistent insider selling can temper sentiment. Insider Sale Filing
• Negative Sentiment: Near-term margin and dilution risks from Depop — management expects low single-digit headwinds to operating income and EPS dilution with accretion only by 2028; investors should weigh strategic upside vs. short-term earnings drag. Why eBay’s Depop Acquisition Matters More Than the Earnings Beat

Analysts Set New Price Targets

EBAY has been the topic of a number of research reports. Needham & Company LLC lifted their price target on shares of eBay from $115.00 to $122.00 and gave the stock a “buy” rating in a report on Thursday. TD Cowen reaffirmed a “hold” rating on shares of eBay in a report on Wednesday. Daiwa Securities Group cut their price target on shares of eBay from $99.00 to $84.00 and set a “neutral” rating for the company in a report on Wednesday, November 12th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of eBay in a report on Thursday. Finally, Truist Financial set a $94.00 price objective on eBay and gave the stock a “hold” rating in a research report on Thursday. Fourteen equities research analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Hold” and an average target price of $96.84.

Insider Buying and Selling at eBay

In related news, SVP Cornelius Boone sold 4,462 shares of eBay stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $83.94, for a total value of $374,540.28. Following the transaction, the senior vice president owned 91,921 shares in the company, valued at $7,715,848.74. This trade represents a 4.63% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Julie A. Loeger sold 2,896 shares of the business’s stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $82.44, for a total transaction of $238,746.24. Following the completion of the sale, the senior vice president directly owned 55,990 shares of the company’s stock, valued at $4,615,815.60. This represents a 4.92% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 44,593 shares of company stock valued at $3,998,870. Insiders own 0.64% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of the stock. Invesco Ltd. boosted its holdings in eBay by 8.3% during the 4th quarter. Invesco Ltd. now owns 9,020,923 shares of the e-commerce company’s stock valued at $785,722,000 after acquiring an additional 692,805 shares during the period. Corient Private Wealth LLC increased its stake in eBay by 75.2% in the 4th quarter. Corient Private Wealth LLC now owns 254,624 shares of the e-commerce company’s stock worth $22,178,000 after purchasing an additional 109,312 shares during the period. Vident Advisory LLC lifted its position in eBay by 71.9% in the fourth quarter. Vident Advisory LLC now owns 97,757 shares of the e-commerce company’s stock valued at $8,515,000 after purchasing an additional 40,872 shares during the last quarter. Beacon Pointe Advisors LLC boosted its stake in shares of eBay by 16.5% during the fourth quarter. Beacon Pointe Advisors LLC now owns 13,819 shares of the e-commerce company’s stock valued at $1,204,000 after purchasing an additional 1,955 shares during the period. Finally, State of Tennessee Department of Treasury boosted its stake in shares of eBay by 0.8% during the fourth quarter. State of Tennessee Department of Treasury now owns 198,492 shares of the e-commerce company’s stock valued at $18,106,000 after purchasing an additional 1,615 shares during the period. Hedge funds and other institutional investors own 87.48% of the company’s stock.

eBay Stock Performance

The company has a current ratio of 0.92, a quick ratio of 0.92 and a debt-to-equity ratio of 1.06. The business’s fifty day simple moving average is $88.30 and its 200-day simple moving average is $89.30. The firm has a market cap of $39.81 billion, a P/E ratio of 20.25, a price-to-earnings-growth ratio of 1.98 and a beta of 1.38.

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.