eBay (NASDAQ:EBAY) Given New $94.00 Price Target at Stifel Nicolaus

eBay (NASDAQ:EBAY) had its target price upped by Stifel Nicolaus from $88.00 to $94.00 in a report released on Thursday morning,MarketScreener reports. Stifel Nicolaus currently has a hold rating on the e-commerce company’s stock.

A number of other brokerages also recently commented on EBAY. Citigroup reiterated a “market outperform” rating on shares of eBay in a report on Thursday, October 30th. BNP Paribas Exane started coverage on shares of eBay in a research report on Monday, November 24th. They issued a “hold” rating on the stock. Citizens Jmp reiterated a “market outperform” rating and set a $115.00 price objective on shares of eBay in a research note on Wednesday, January 28th. Evercore raised their target price on shares of eBay from $93.00 to $94.00 in a research note on Thursday. Finally, BMO Capital Markets reaffirmed an “outperform” rating and issued a $120.00 price target on shares of eBay in a report on Thursday. Fourteen equities research analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, eBay has an average rating of “Hold” and an average target price of $96.68.

eBay Stock Performance

Shares of NASDAQ:EBAY opened at $84.75 on Thursday. The firm has a 50 day moving average of $88.24 and a 200 day moving average of $89.33. The company has a quick ratio of 0.92, a current ratio of 0.92 and a debt-to-equity ratio of 1.06. The company has a market capitalization of $38.31 billion, a price-to-earnings ratio of 19.48, a price-to-earnings-growth ratio of 1.91 and a beta of 1.38. eBay has a 52 week low of $58.71 and a 52 week high of $101.15.

eBay (NASDAQ:EBAY) last announced its quarterly earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.35 by $0.06. The business had revenue of $2.97 billion for the quarter, compared to the consensus estimate of $2.87 billion. eBay had a return on equity of 42.62% 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 last year, the business posted $1.25 EPS. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. On average, sell-side analysts predict that eBay will post 3.86 earnings per share for the current fiscal year.

eBay Increases Dividend

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

Insider Transactions at eBay

In other news, SVP Mazen Rawashdeh sold 1,920 shares of the stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $81.90, for a total value of $157,248.00. Following the transaction, 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. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Cornelius Boone sold 4,462 shares of eBay stock in a transaction dated Thursday, December 18th. The stock was sold at an average price of $83.94, for a total value of $374,540.28. Following the sale, the senior vice president directly owned 91,921 shares of the company’s stock, valued at $7,715,848.74. This trade represents a 4.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 43,584 shares of company stock worth $3,918,282. Insiders own 0.64% of the company’s stock.

Hedge Funds Weigh In On eBay

Several hedge funds and other institutional investors have recently bought and sold shares of EBAY. DekaBank Deutsche Girozentrale lifted its stake in eBay by 10.2% during the 2nd quarter. DekaBank Deutsche Girozentrale now owns 128,873 shares of the e-commerce company’s stock valued at $9,581,000 after acquiring an additional 11,893 shares during the period. Phoenix Financial Ltd. acquired a new stake in shares of eBay in the second quarter worth $253,000. D.A. Davidson & CO. raised its holdings 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 worth $1,180,000 after purchasing an additional 748 shares during the last quarter. Rehmann Capital Advisory Group acquired a new position in eBay during the second quarter valued at $232,000. Finally, Caliber Wealth Management LLC KS acquired a new position in eBay during the second quarter valued at $201,000. Institutional investors and hedge funds own 87.48% of the company’s stock.

eBay News Summary

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

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.