eBay (NASDAQ:EBAY) Sees Large Volume Increase on Strong Earnings

eBay Inc. (NASDAQ:EBAY) saw an uptick in 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, topping analysts’ consensus estimates of $1.35 by $0.06. The company had revenue of $2.97 billion during the quarter, compared to the consensus estimate of $2.87 billion. eBay had a net margin of 18.30% and a return on equity of 42.62%. The firm’s quarterly revenue was up 15.0% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.25 EPS. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS.

eBay Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 20th. Investors of record on Friday, March 6th will be paid a $0.31 dividend. This is an increase from eBay’s previous quarterly dividend of $0.29. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend is Friday, March 6th. eBay’s payout ratio is presently 25.22%.

Trending Headlines about eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Q4 beat and strong Q1 guidance — eBay reported Q4 non‑GAAP EPS of $1.41 vs. $1.35 expected and revenue above estimates; management issued Q1 EPS and revenue guidance above consensus, which supports near‑term earnings momentum. Article Title
• Positive Sentiment: Depop acquisition expands Gen‑Z exposure — eBay agreed to buy Depop from Etsy for ~$1.2B in cash, giving it a foothold in secondhand fashion and younger buyers that could boost GMV and ad/commerce monetization over time. Article Title
• Positive Sentiment: Shareholder returns lifted — Board raised the quarterly dividend to $0.31 (≈7% increase) and authorized an incremental $2.0B repurchase program, signaling capital‑return confidence. Article Title
• Positive Sentiment: Analyst upgrades and price‑target increases — Multiple firms (Needham, Baird, Wells Fargo, Evercore, Goldman Sachs among others) raised targets or upgraded coverage following the results/Depop deal, adding buying interest. Article Title
• Neutral Sentiment: Short‑interest report shows no clear change — a short‑interest entry in the feed is effectively zero/invalid and provides no actionable signal on positioning. (Data appears unreliable.)
• Negative Sentiment: Heavy put option activity — unusually large volume of put buys was reported around the print, which can reflect hedging or bearish speculative positioning and adds short‑term downside pressure. Article Title
• Negative Sentiment: Near‑term dilution and margin pressure flagged — management and analysts note the Depop deal will be a low single‑digit drag to near‑term non‑GAAP operating income with accretion only later (and Q4 gross margin slipped due to investments like managed shipping/Authenticity). Article Title
• Negative Sentiment: Insider and some institutional selling — recent filings cited notable insider sales and large institutional rebalancing in Q4, which can cap upside if persistent. Article Title

Analyst Ratings Changes

Several research firms have issued reports on EBAY. Daiwa Securities Group lowered 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. Benchmark lifted their target price on shares of eBay from $110.00 to $115.00 and gave the stock a “buy” rating in a research note on Thursday. Bank of America upped their price target on shares of eBay from $100.00 to $102.00 and gave the company a “neutral” rating in a research report on Thursday. Morgan Stanley reissued an “overweight” rating and issued a $119.00 price objective on shares of eBay in a research report on Thursday. Finally, Arete Research boosted their price objective on eBay from $91.00 to $103.00 and gave the company a “neutral” rating in a research note on Thursday, January 15th. Fourteen analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $96.68.

Insider Buying and Selling at eBay

In other news, SVP Jordan Douglas Bradle Sweetnam sold 33,441 shares of eBay stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $91.99, for a total transaction of $3,076,237.59. Following the completion of the transaction, the senior vice president directly owned 4,733 shares in the company, valued at $435,388.67. This trade represents a 87.60% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Julie A. Loeger sold 2,896 shares of the business’s stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $82.44, for a total value of $238,746.24. Following 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. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 43,584 shares of company stock valued at $3,918,282 over the last ninety days. 0.64% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On eBay

Several institutional investors have recently modified their holdings of EBAY. High Point Wealth Management LLC bought a new position in eBay in the 4th quarter valued at $26,000. Abound Financial LLC purchased a new position in shares of eBay during the 4th quarter valued at $26,000. Financial Consulate Inc. purchased a new stake in eBay during the third quarter valued at about $27,000. Jessup Wealth Management Inc bought a new stake in shares of eBay in the fourth quarter valued at approximately $27,000. Finally, Steigerwald Gordon & Koch Inc. purchased a new stake in shares of eBay during the third quarter worth $28,000. 87.48% of the stock is owned by institutional investors.

eBay Stock Up 3.1%

The stock has a market capitalization of $38.31 billion, a P/E ratio of 19.48, a price-to-earnings-growth ratio of 1.91 and a beta of 1.38. The company has a debt-to-equity ratio of 1.06, a current ratio of 0.92 and a quick ratio of 0.92. The stock has a fifty day moving average price of $88.24 and a 200 day moving average price of $89.33.

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.