eBay (NASDAQ:EBAY) Given New $105.00 Price Target at Robert W. Baird

eBay (NASDAQ:EBAY) had its price target increased by Robert W. Baird from $100.00 to $105.00 in a research report report published on Thursday, Marketbeat.com reports. Robert W. Baird currently has an outperform rating on the e-commerce company’s stock.

A number of other brokerages have also recently weighed in on EBAY. Wells Fargo & Company lifted their price objective on eBay from $96.00 to $98.00 and gave the company an “equal weight” rating in a research note on Thursday, January 8th. Wall Street Zen downgraded eBay from a “buy” rating to a “hold” rating in a research report on Saturday, February 7th. Rothschild & Co Redburn reduced their price target on shares of eBay from $95.00 to $90.00 in a research report on Friday, November 7th. BNP Paribas Exane started coverage on shares of eBay in a research note on Monday, November 24th. They issued a “hold” rating for the company. Finally, Needham & Company LLC lifted their price objective on shares of eBay from $115.00 to $122.00 and gave the company a “buy” rating 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 issued a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $96.68.

eBay Price Performance

eBay stock opened at $84.75 on Thursday. The company’s 50 day simple moving average is $88.24 and its 200-day simple moving average is $89.33. The company has a debt-to-equity ratio of 1.06, a quick ratio of 0.92 and a current ratio of 0.92. eBay has a 1 year low of $58.71 and a 1 year high of $101.15. 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 (NASDAQ:EBAY) last posted its quarterly earnings data on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share for the quarter, topping analysts’ consensus estimates of $1.35 by $0.06. The firm had revenue of $2.97 billion during the quarter, compared to analysts’ expectations 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 last year, the company posted $1.25 EPS. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. As a group, equities research analysts expect that eBay will post 3.86 earnings per share for the current year.

eBay Increases Dividend

The company also recently declared 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 yield of 1.5%. The ex-dividend date is Friday, March 6th. eBay’s payout ratio is presently 25.22%.

Insider Activity

In related news, SVP Mazen Rawashdeh sold 1,920 shares of the business’s stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $81.90, for a total transaction of $157,248.00. Following the completion of the transaction, the senior vice president owned 5,746 shares in the company, valued at approximately $470,597.40. The trade was a 25.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, SVP Cornelius Boone sold 4,462 shares of the 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 $7,715,848.74. This trade represents a 4.63% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 43,584 shares of company stock worth $3,918,282. Insiders own 0.64% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in EBAY. Vanguard Group Inc. raised its position in shares of eBay by 0.8% during the 4th quarter. Vanguard Group Inc. now owns 57,613,332 shares of the e-commerce company’s stock worth $5,018,121,000 after acquiring an additional 468,833 shares in the last quarter. Invesco Ltd. increased its stake in eBay by 8.3% in the fourth quarter. Invesco Ltd. now owns 9,020,923 shares of the e-commerce company’s stock valued at $785,722,000 after purchasing an additional 692,805 shares during the last quarter. First Trust Advisors LP increased its stake in eBay by 27.8% in the third quarter. First Trust Advisors LP now owns 8,309,698 shares of the e-commerce company’s stock valued at $755,767,000 after purchasing an additional 1,808,976 shares during the last quarter. Independent Franchise Partners LLP raised its holdings in eBay by 5.2% during the fourth quarter. Independent Franchise Partners LLP now owns 7,748,177 shares of the e-commerce company’s stock worth $674,866,000 after purchasing an additional 384,570 shares in the last quarter. Finally, Legal & General Group Plc lifted its position in shares of eBay by 2.8% during the 3rd quarter. Legal & General Group Plc now owns 5,263,191 shares of the e-commerce company’s stock worth $478,687,000 after buying an additional 141,057 shares during the last quarter. 87.48% of the stock is owned by institutional investors and hedge funds.

eBay News Roundup

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

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.