Wells Fargo & Company Cuts eBay (NASDAQ:EBAY) Price Target to $100.00

eBay (NASDAQ:EBAY) had its price target trimmed by Wells Fargo & Company from $101.00 to $100.00 in a report published on Monday, MarketBeat.com reports. The brokerage currently has an equal weight rating on the e-commerce company’s stock.

A number of other equities analysts have also recently commented on the company. TD Cowen reissued a “hold” rating on shares of eBay in a report on Wednesday, February 18th. BMO Capital Markets reissued an “outperform” rating and set a $120.00 target price on shares of eBay in a report on Thursday, February 19th. Truist Financial set a $94.00 price target on eBay and gave the company a “hold” rating in a research report on Thursday, February 19th. Needham & Company LLC upped their price target on eBay from $115.00 to $122.00 and gave the company a “buy” rating in a research report on Thursday, February 19th. Finally, Piper Sandler restated an “overweight” rating and issued a $105.00 price target (up from $98.00) on shares of eBay in a research report on Thursday, February 19th. Fourteen investment analysts have rated the stock with a Buy rating, nineteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, eBay presently has an average rating of “Hold” and a consensus target price of $98.19.

eBay Stock Performance

NASDAQ EBAY opened at $96.79 on Monday. The stock has a market capitalization of $43.36 billion, a price-to-earnings ratio of 22.25, a PEG ratio of 1.97 and a beta of 1.34. eBay has a twelve month low of $58.97 and a twelve month high of $101.15. The company has a current ratio of 1.10, a quick ratio of 1.10 and a debt-to-equity ratio of 1.30. The stock has a 50-day moving average of $89.33 and a 200 day moving average of $88.55.

eBay (NASDAQ:EBAY) last announced its earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 EPS for the quarter, beating analysts’ consensus estimates of $1.35 by $0.06. eBay had a return on equity of 43.04% and a net margin of 18.30%.The business had revenue of $2.97 billion during the quarter, compared to analysts’ expectations of $2.87 billion. During the same quarter in the prior year, the firm earned $1.25 earnings per share. The business’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. Sell-side analysts anticipate that eBay will post 3.86 EPS for the current fiscal year.

eBay Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, March 20th. Investors of record on Friday, March 6th were given a $0.31 dividend. The ex-dividend date was Friday, March 6th. This is a positive change from eBay’s previous quarterly dividend of $0.29. This represents a $1.24 annualized dividend and a yield of 1.3%. eBay’s dividend payout ratio (DPR) is currently 28.51%.

Insiders Place Their Bets

In related news, SVP Jordan Douglas Bradle Sweetnam sold 33,441 shares of the stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $91.99, for a total value of $3,076,237.59. Following the completion of the transaction, the senior vice president directly owned 4,733 shares in the company, valued at approximately $435,388.67. This represents a 87.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, SVP Mazen Rawashdeh sold 23,167 shares of the stock in a transaction that occurred on Tuesday, March 17th. The stock was sold at an average price of $93.59, for a total value of $2,168,199.53. Following the completion of the transaction, the senior vice president owned 28,915 shares of the company’s stock, valued at $2,706,154.85. The trade was a 44.48% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 108,280 shares of company stock valued at $10,111,844. 0.64% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the business. Altshuler Shaham Ltd boosted its position in shares of eBay by 4,452,655.3% during the fourth quarter. Altshuler Shaham Ltd now owns 2,092,795 shares of the e-commerce company’s stock worth $182,282,000 after buying an additional 2,092,748 shares during the period. First Trust Advisors LP boosted its position in shares of eBay by 27.8% during the third quarter. First Trust Advisors LP now owns 8,309,698 shares of the e-commerce company’s stock worth $755,767,000 after buying an additional 1,808,976 shares during the period. Alyeska Investment Group L.P. boosted its position in shares of eBay by 214.6% during the fourth quarter. Alyeska Investment Group L.P. now owns 1,858,383 shares of the e-commerce company’s stock worth $161,865,000 after buying an additional 1,267,601 shares during the period. Pacer Advisors Inc. boosted its position in shares of eBay by 3,248.7% during the fourth quarter. Pacer Advisors Inc. now owns 1,256,975 shares of the e-commerce company’s stock worth $109,483,000 after buying an additional 1,219,439 shares during the period. Finally, Allianz Asset Management GmbH boosted its position in shares of eBay by 47.5% during the fourth quarter. Allianz Asset Management GmbH now owns 3,626,424 shares of the e-commerce company’s stock worth $315,862,000 after buying an additional 1,167,019 shares during the period. 87.48% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Analysts expect strong first-quarter results and double‑digit bottom‑line growth, a catalyst that can support upside into earnings. eBay’s Quarterly Earnings Preview
• Positive Sentiment: On-air bullish mentions (CNBC/market commentators) have singled out eBay as a name that could reach new highs, which can draw momentum traders and retail interest. Benzinga: CNBC ‘Final Trades’ Picks
• Neutral Sentiment: Brokerage consensus remains around “Hold,” indicating mixed institutional conviction despite recent beats. This suggests limited immediate re-rating unless guidance or results surprise again. eBay Receives ‘Hold’ Average Recommendation
• Neutral Sentiment: Industry developments around shared AI licensing aim to accelerate foundation-model innovation. eBay could benefit indirectly through improved AI tooling for search, personalization and fraud detection, but near-term impact is uncertain. Shared AI License Foundation Announcement
• Negative Sentiment: CEO Jamie Iannone sold 21,000 shares (~$2.04M) under a pre‑arranged 10b5‑1 plan, trimming his stake by ~5.6%. Insider sales can spook some investors despite plan protection; note the filing is public. SEC Form 4 Filing
• Negative Sentiment: Wells Fargo lowered its expectations for eBay’s stock price, a potential headwind if other brokers follow or if it feeds selling pressure ahead of earnings. Wells Fargo Lowers eBay Price Expectation

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.