eBay (NASDAQ:EBAY – Free Report) had its target price upped by Daiwa Securities Group from $84.00 to $90.00 in a report issued on Tuesday morning,MarketScreener reports. Daiwa Securities Group currently has a neutral rating on the e-commerce company’s stock.
A number of other equities research analysts have also weighed in on EBAY. President Capital lowered their target price on eBay from $103.00 to $94.00 and set a “buy” rating for the company in a research note on Friday, December 19th. Evercore boosted their price objective on eBay from $93.00 to $94.00 in a research report on Thursday, February 19th. Robert W. Baird increased their price objective on eBay from $100.00 to $105.00 and gave the company an “outperform” rating in a research note on Thursday, February 19th. Morgan Stanley reaffirmed an “overweight” rating and issued a $119.00 target price on shares of eBay in a research note on Thursday, February 19th. Finally, Benchmark upped their price target on shares of eBay from $110.00 to $115.00 and gave the company a “buy” rating in a report on Thursday, February 19th. Fourteen research analysts have rated the stock with a Buy rating, nineteen have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $97.75.
Check Out Our Latest Research Report on EBAY
eBay Price Performance
eBay (NASDAQ:EBAY – Get Free Report) last issued its earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 EPS for the quarter, topping analysts’ consensus estimates of $1.35 by $0.06. eBay had a net margin of 18.30% and a return on equity of 43.04%. The company had revenue of $2.97 billion for the quarter, compared to analysts’ expectations of $2.87 billion. During the same quarter last year, the company earned $1.25 EPS. The firm’s revenue was up 15.0% compared to the same quarter last year. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. Equities research analysts expect that eBay will post 3.86 EPS for the current year.
eBay Increases Dividend
The business also recently declared a quarterly dividend, which will be paid on Friday, March 20th. Investors of record on Friday, March 6th will be issued a $0.31 dividend. This represents a $1.24 annualized dividend and a yield of 1.5%. This is an increase 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 at eBay
In other eBay news, SVP Cornelius Boone sold 4,462 shares of the company’s 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 completion of the transaction, the senior vice president directly owned 91,921 shares in the company, valued at approximately $7,715,848.74. This represents a 4.63% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Mazen Rawashdeh sold 1,920 shares of the firm’s stock in a transaction dated Wednesday, December 17th. The stock was 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 directly owned 5,746 shares of the company’s stock, valued at approximately $470,597.40. This represents a 25.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 44,593 shares of company stock valued at $3,998,870 in the last 90 days. 0.64% of the stock is owned by company insiders.
Institutional Inflows and Outflows
Hedge funds and other institutional investors have recently made changes to their positions in the company. GRIMES & Co WEALTH MANAGEMENT LLC bought a new position in shares of eBay during the third quarter valued at $770,000. Teacher Retirement System of Texas increased its holdings in eBay by 2.0% in the 2nd quarter. Teacher Retirement System of Texas now owns 171,040 shares of the e-commerce company’s stock worth $12,736,000 after buying an additional 3,374 shares in the last quarter. Allianz Asset Management GmbH raised its position in eBay by 10.9% in the 3rd quarter. Allianz Asset Management GmbH now owns 2,459,405 shares of the e-commerce company’s stock worth $223,683,000 after buying an additional 242,168 shares during the last quarter. Independent Advisor Alliance lifted its stake in eBay by 407.8% during the 3rd quarter. Independent Advisor Alliance now owns 26,469 shares of the e-commerce company’s stock valued at $2,407,000 after acquiring an additional 21,257 shares during the period. Finally, Savant Capital LLC lifted its stake in eBay by 19.4% during the 2nd quarter. Savant Capital LLC now owns 24,229 shares of the e-commerce company’s stock valued at $1,804,000 after acquiring an additional 3,933 shares during the period. Hedge funds and other institutional investors own 87.48% of the company’s stock.
Key Headlines Impacting eBay
Here are the key news stories impacting eBay this week:
- Positive Sentiment: eBay agreed to buy Depop for $1.2 billion, expanding its reach in the resale/creator market and adding a fast-growing mobile-first marketplace that should improve gross merchandise volume and strategic positioning. Read More. Read More.
- Positive Sentiment: Deutsche Bank raised its price target to $118 and kept a Buy rating — a sizable upside thesis that can attract buyers and support momentum. Read More.
- Positive Sentiment: Rothschild & Co Redburn lifted its PT to $100 (neutral rating) and Daiwa raised its PT to $90 — incremental analyst upgrades that boost consensus valuations even if ratings remain cautious. Read More. Read More.
- Positive Sentiment: Search interest and listings for refurbished iPods and vintage items are surging, highlighting continued demand and marketplace liquidity for collectibles—an ongoing tailwind for fees and engagement. Read More.
- Neutral Sentiment: Tariff and policy noise: recent Supreme Court and administration actions on tariffs have created market uncertainty; commentary suggests mixed effects on e-commerce—both risks to cross-border flows and potential tailwinds for some marketplaces. Read More.
- Neutral Sentiment: Consumer-viral items (e.g., IKEA monkey toy) and seller guides (UK tax) boost traffic and seller activity but have limited direct impact on long-term fundamentals. Read More.
- Negative Sentiment: Jefferies cut its price target to $60 and kept an Underperform rating — a contrarian signal that highlights downside risk and could pressure sentiment among more cautious investors. Read More.
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.
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