eBay (NASDAQ:EBAY) Releases Quarterly Earnings Results, Beats Expectations By $0.09 EPS

eBay (NASDAQ:EBAY) posted its quarterly earnings data on Wednesday. The e-commerce company reported $1.66 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.57 by $0.09, FiscalAI reports. The business had revenue of $3.09 billion during the quarter, compared to the consensus estimate of $3.02 billion. eBay had a net margin of 18.30% and a return on equity of 43.04%. eBay updated its Q2 2026 guidance to 1.090-1.140 EPS.

eBay Price Performance

Shares of EBAY stock traded up $3.43 during mid-day trading on Wednesday, reaching $103.79. The company’s stock had a trading volume of 6,625,092 shares, compared to its average volume of 5,194,788. eBay has a 1-year low of $65.23 and a 1-year high of $107.34. The company has a market cap of $46.50 billion, a P/E ratio of 23.86, a PEG ratio of 2.10 and a beta of 1.34. The company has a debt-to-equity ratio of 1.30, a quick ratio of 1.10 and a current ratio of 1.10. The firm’s 50-day moving average is $93.41 and its two-hundred day moving average is $89.54.

eBay Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, March 20th. Stockholders of record on Friday, March 6th were paid a $0.31 dividend. The ex-dividend date was Friday, March 6th. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.2%. This is a positive change from eBay’s previous quarterly dividend of $0.29. eBay’s dividend payout ratio is currently 28.51%.

Insider Buying and Selling at eBay

In other news, SVP Cornelius Boone sold 16,685 shares of the stock in a transaction on Wednesday, March 18th. The shares were sold at an average price of $92.44, for a total value of $1,542,361.40. Following the completion of the transaction, the senior vice president owned 94,479 shares in the company, valued at approximately $8,733,638.76. This represents a 15.01% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, SVP Jordan Douglas Bradle Sweetnam sold 33,441 shares of the stock in a transaction on 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 owned 4,733 shares of the company’s stock, valued at approximately $435,388.67. This represents a 87.60% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 120,393 shares of company stock worth $11,327,504. Corporate insiders own 0.64% of the company’s stock.

Institutional Investors Weigh In On eBay

A number of hedge funds have recently made changes to their positions in the company. Invesco Ltd. increased its position in shares of eBay by 8.3% during the 4th quarter. Invesco Ltd. now owns 9,020,923 shares of the e-commerce company’s stock worth $785,722,000 after purchasing an additional 692,805 shares in the last quarter. Corient Private Wealth LLC increased its position in shares of eBay by 75.2% during the 4th quarter. Corient Private Wealth LLC now owns 254,624 shares of the e-commerce company’s stock worth $22,178,000 after purchasing an additional 109,312 shares in the last quarter. Vident Advisory LLC increased its position in shares of eBay by 71.9% during the 4th quarter. Vident Advisory LLC now owns 97,757 shares of the e-commerce company’s stock worth $8,515,000 after purchasing an additional 40,872 shares in the last quarter. Beacon Pointe Advisors LLC increased its position in shares of eBay by 16.5% during the 4th quarter. Beacon Pointe Advisors LLC now owns 13,819 shares of the e-commerce company’s stock worth $1,204,000 after purchasing an additional 1,955 shares in the last quarter. Finally, State of Tennessee Department of Treasury increased its position in shares of eBay by 0.8% during the 4th quarter. State of Tennessee Department of Treasury now owns 198,492 shares of the e-commerce company’s stock worth $18,106,000 after purchasing an additional 1,615 shares in the last quarter. Institutional investors and hedge funds own 87.48% of the company’s stock.

Key Headlines Impacting eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Deutsche Bank raised its price target (reported lift) and the note helped lift sentiment around EBAY ahead of earnings. eBay (EBAY) Stock Is Up, What You Need To Know
• Positive Sentiment: UBS bumped its price target to $110 (from $96), citing stronger-than-expected GMV trends, reinforcing a near-term growth narrative for eBay. UBS Raises eBay Price Target to $110
• Positive Sentiment: High-demand reselling activity: Apple’s sold-out Mac mini is reappearing on eBay above retail, highlighting strong demand and healthy resale volumes that can boost take-rates and GMV. Apple’s $599 Mac mini Sells Out, Resurfaces on eBay Above Retail
• Neutral Sentiment: Analyst and market coverage is active ahead of Q1 results, with preview pieces outlining upside from advertising, recommerce and AI tools but flagging international headwinds — this keeps near-term expectations mixed. What To Expect From eBay’s (EBAY) Q1 Earnings
• Neutral Sentiment: Some brokers maintain Hold/Neutral stances (TD Cowen/TipRanks coverage), signaling balanced risk/reward despite positive data points. eBay: Solid Near-Term Growth Outlook but Balanced Risk-Reward Keeps Hold Rating
• Negative Sentiment: Operational risk: eBay has suffered a prolonged, multi-day marketplace outage with limited disclosure on cause or financial impact — this raises concerns about buyer/seller activity, trust and potential near-term GMV disruption. eBay Outage Tests Marketplace Resilience And Investor Confidence
• Negative Sentiment: Additional outage coverage and seller disruptions (reports of API failures, DDoS claims and days-long downtime) amplify execution risk and could dent Q1 metrics if problems persist. EBay scrambles to fix outages
• Negative Sentiment: Seller economics: reports point to rising 2026 shipping costs and new customs hurdles for sellers, which can compress seller margins and pressure supply-side activity on the marketplace. eBay sellers face rising 2026 shipping costs and new customs hurdles
• Negative Sentiment: Morgan Stanley trimmed its price target slightly (from $119 to $117) though it kept an Overweight rating — a modest headwind to sentiment compared with recent upgrades. Morgan Stanley adjusts eBay price target

Analyst Upgrades and Downgrades

Several analysts recently issued reports on the stock. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of eBay in a report on Thursday, February 19th. Cantor Fitzgerald upped their price objective on shares of eBay from $90.00 to $100.00 and gave the stock a “neutral” rating in a report on Tuesday, April 21st. BNP Paribas Exane upped their target price on shares of eBay from $90.00 to $97.00 and gave the company a “neutral” rating in a research note on Thursday, February 19th. Robert W. Baird upped their target price on shares of eBay from $100.00 to $105.00 and gave the company an “outperform” rating in a research note on Thursday, February 19th. Finally, TD Cowen reiterated a “hold” rating on shares of eBay in a research note on Wednesday, February 18th. Fourteen analysts have rated the stock with a Buy rating, nineteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $99.81.

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.