eBay (NASDAQ:EBAY – Free Report) had its price target lifted by Bank of America from $100.00 to $102.00 in a research report report published on Thursday,Benzinga reports. The firm currently has a neutral rating on the e-commerce company’s stock.
EBAY has been the subject of several other reports. President Capital decreased their price target on shares of eBay from $103.00 to $94.00 and set a “buy” rating for the company in a research note on Friday, December 19th. Morgan Stanley restated an “overweight” rating and issued a $119.00 target price on shares of eBay in a research note on Thursday. BMO Capital Markets upped their price target on eBay from $102.00 to $107.00 and gave the stock an “outperform” rating in a research note on Thursday, October 30th. Weiss Ratings reiterated a “buy (b)” rating on shares of eBay in a report on Monday, December 29th. Finally, Sanford C. Bernstein set a $90.00 price objective on eBay in a research note on Friday, October 31st. Fourteen analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, eBay presently has an average rating of “Hold” and a consensus target price of $96.84.
Read Our Latest Report on EBAY
eBay Trading Up 3.9%
eBay (NASDAQ:EBAY – Get Free Report) last posted its quarterly earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.35 by $0.06. The firm had revenue of $2.97 billion for the quarter, compared to analysts’ expectations of $2.87 billion. eBay had a return on equity of 42.62% and a net margin of 18.30%.The company’s revenue for the quarter was up 15.0% compared to the same quarter last year. During the same period in the prior year, the business earned $1.25 EPS. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. Research analysts expect that eBay will post 3.86 earnings per share for the current year.
eBay Increases Dividend
The business also recently announced a quarterly dividend, which will be paid on Friday, March 20th. Investors of record on Friday, March 6th will be given a dividend of $0.31 per share. 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. This represents a $1.24 annualized dividend and a dividend yield of 1.4%. eBay’s payout ratio is presently 26.67%.
Insider Buying and Selling
In other news, SVP Jordan Douglas Bradle Sweetnam sold 1,009 shares of the company’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $79.87, for a total value of $80,588.83. Following the completion of the sale, the senior vice president owned 5,743 shares in the company, valued at $458,693.41. This represents a 14.94% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, SVP Mazen Rawashdeh sold 1,920 shares of the stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $81.90, for a total transaction of $157,248.00. Following the completion of the sale, the senior vice president owned 5,746 shares of the company’s stock, valued at approximately $470,597.40. This represents a 25.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 44,593 shares of company stock worth $3,998,870. 0.64% of the stock is owned by corporate insiders.
Institutional Investors Weigh In On eBay
A number of institutional investors have recently added to or reduced their stakes in EBAY. DekaBank Deutsche Girozentrale lifted its position in shares of eBay by 10.2% during the 2nd quarter. DekaBank Deutsche Girozentrale now owns 128,873 shares of the e-commerce company’s stock worth $9,581,000 after buying an additional 11,893 shares in the last quarter. Phoenix Financial Ltd. bought a new position in shares of eBay in the second quarter valued at approximately $253,000. D.A. Davidson & CO. increased its position in shares of eBay by 5.0% during the second quarter. D.A. Davidson & CO. now owns 15,841 shares of the e-commerce company’s stock valued at $1,180,000 after acquiring an additional 748 shares during the last quarter. Rehmann Capital Advisory Group purchased a new stake in shares of eBay during the second quarter valued at approximately $232,000. Finally, Caliber Wealth Management LLC KS bought a new stake in eBay during the second quarter worth $201,000. 87.48% of the stock is owned by institutional investors.
Trending Headlines about 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
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.
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