eBay (NASDAQ:EBAY) Price Target Lowered to $60.00 at Jefferies Financial Group

eBay (NASDAQ:EBAY) had its target price reduced by Jefferies Financial Group from $65.00 to $60.00 in a research report released on Monday morning,MarketScreener reports. Jefferies Financial Group currently has an underperform rating on the e-commerce company’s stock.

Several other brokerages have also recently issued reports on EBAY. Rothschild & Co Redburn decreased their price objective on eBay from $95.00 to $90.00 in a report on Friday, November 7th. President Capital cut their target price on shares of eBay from $103.00 to $94.00 and set a “buy” rating for the company in a report on Friday, December 19th. Truist Financial set a $94.00 price target on shares of eBay and gave the company a “hold” rating in a research note on Thursday. Deutsche Bank Aktiengesellschaft increased their price objective on shares of eBay from $96.00 to $100.00 in a research report on Thursday, October 30th. Finally, Stifel Nicolaus boosted their target price on shares of eBay from $88.00 to $94.00 and gave the stock a “hold” rating in a report on Thursday, February 19th. Fourteen analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Hold” and an average target price of $97.25.

eBay Stock Down 4.3%

EBAY opened at $84.31 on Monday. The company has a market capitalization of $37.77 billion, a PE ratio of 19.38, a price-to-earnings-growth ratio of 2.07 and a beta of 1.38. The firm has a 50-day simple moving average of $88.33 and a two-hundred day simple moving average of $89.20. The company has a quick ratio of 1.10, a current ratio of 1.10 and a debt-to-equity ratio of 1.30. eBay has a 52 week low of $58.71 and a 52 week high of $101.15.

eBay (NASDAQ:EBAY) last issued its earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share (EPS) for the quarter, topping the consensus estimate 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 43.04% and a net margin of 18.30%.The business’s revenue was up 15.0% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.25 earnings per share. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. Analysts forecast that eBay will post 3.86 earnings per share for the current fiscal year.

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 dividend of $0.31 per share. This represents a $1.24 dividend on an annualized basis and a yield of 1.5%. This is a positive change from eBay’s previous quarterly dividend of $0.29. The ex-dividend date is Friday, March 6th. eBay’s dividend payout ratio (DPR) is presently 26.67%.

Insider Activity

In related news, SVP Jordan Douglas Bradle Sweetnam sold 1,009 shares of the company’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $79.87, for a total transaction of $80,588.83. Following the transaction, the senior vice president directly owned 5,743 shares in the company, valued at approximately $458,693.41. This represents a 14.94% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP Julie A. Loeger sold 2,896 shares of the firm’s stock in a transaction dated 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 approximately $4,615,815.60. The trade was a 4.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 44,593 shares of company stock worth $3,998,870. Insiders own 0.64% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of EBAY. High Point Wealth Management LLC bought a new stake in shares of eBay during the 4th quarter worth approximately $26,000. Abound Financial LLC bought a new position in eBay in the 4th quarter valued at $26,000. Financial Consulate Inc. purchased a new stake in eBay in the third quarter worth $27,000. Jessup Wealth Management Inc bought a new stake in shares of eBay during the fourth quarter worth $27,000. Finally, Steigerwald Gordon & Koch Inc. bought a new stake in shares of eBay during the third quarter worth $28,000. Institutional investors own 87.48% of the company’s stock.

More eBay News

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Multiple analyst upgrades and higher price targets signal renewed bullish interest in eBay’s growth trajectory, supporting upside potential. Notable moves include Deutsche Bank raising its target to $118 (buy) and several outlets reporting other price-target increases and a Goldman Sachs upgrade. Deutsche Bank Raises PT to $118 Price Target $100 Goldman Sachs Upgrade
• Positive Sentiment: Strategic M&A (Depop) continues to be cited as a key reason for eBay’s growth prospects and rationale behind analyst optimism — the acquisition could expand younger-user reach and GMV long term. Depop Acquisition Analysis
• Positive Sentiment: Recent earnings showed an EPS beat and revenue growth; that beat underpins valuation and supports medium-term upside given solid margins and ROE. (Background earnings: Feb 18 results.)
• Neutral Sentiment: Cantor Fitzgerald reiterated a Neutral rating, indicating some analysts still see limited near-term catalysts despite positive notes from others. Cantor Fitzgerald Neutral
• Neutral Sentiment: Viral/resale stories (e.g., an IKEA stuffed monkey selling for hundreds) are driving short-term platform traffic and PR but have limited direct impact on fundamentals. IKEA Toy Viral Listing Viral Monkey Story
• Neutral Sentiment: Consumer/tax guidance pieces (e.g., UK seller tax rules) highlight regulatory and compliance complexity in marketplaces; these are worth monitoring but aren’t immediate stock movers. UK Tax Story
• Neutral Sentiment: Human-interest profiles about resellers and entrepreneurs using eBay (e.g., Ali Ansari’s story) boost brand narrative and platform relevance but are not material to near-term earnings. Ali Ansari Profile
• Negative Sentiment: Jefferies cut its price target to $60 and kept an “underperform” rating, applying downward pressure and signaling downside risk vs. recent analyst upgrades. That analyst note is likely a near-term negative on sentiment. Jefferies Lowers PT to $60
• Negative Sentiment: Macro/policy uncertainty: reports about new U.S. tariffs and trade-policy shifts increase execution risk for global e-commerce and could weigh on investor appetite for platform stocks. Tariff Uncertainty

About eBay

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.