Jefferies Financial Group Cuts eBay (NASDAQ:EBAY) Price Target to $75.00

eBay (NASDAQ:EBAY) had its target price trimmed by Jefferies Financial Group from $80.00 to $75.00 in a research report released on Monday morning. The firm currently has an underperform rating on the e-commerce company’s stock.

A number of other equities analysts also recently weighed in on EBAY. Barclays boosted their price target on shares of eBay from $114.00 to $123.00 and gave the stock an “overweight” rating in a report on Thursday, August 6th. UBS Group lifted their price objective on shares of eBay from $107.00 to $120.00 and gave the stock a “neutral” rating in a research report on Tuesday, August 11th. Piper Sandler reiterated an “overweight” rating and issued a $133.00 target price (up from $115.00) on shares of eBay in a research note on Thursday, August 6th. Citigroup boosted their target price on shares of eBay from $127.00 to $130.00 and gave the company a “buy” rating in a research note on Thursday, August 13th. Finally, President Capital raised their price target on shares of eBay from $102.00 to $126.00 and gave the stock a “buy” rating in a research note on Thursday, June 25th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, seventeen have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, eBay has an average rating of “Hold” and an average price target of $115.12.

eBay Price Performance

Shares of NASDAQ:EBAY opened at $110.18 on Monday. The firm has a market capitalization of $49.03 billion, a price-to-earnings ratio of 22.72, a PEG ratio of 2.90 and a beta of 1.34. The stock’s 50 day moving average is $107.87 and its 200-day moving average is $105.66. The company has a quick ratio of 1.02, a current ratio of 1.02 and a debt-to-equity ratio of 1.10. eBay has a twelve month low of $78.03 and a twelve month high of $119.31.

eBay (NASDAQ:EBAY) last released its quarterly earnings results on Wednesday, August 5th. The e-commerce company reported $1.60 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.50 by $0.10. eBay had a return on equity of 47.88% and a net margin of 18.50%.The business had revenue of $3.13 billion during the quarter, compared to the consensus estimate of $3.01 billion. During the same quarter in the previous year, the business earned $1.37 EPS. The company’s quarterly revenue was up 14.8% on a year-over-year basis. eBay has set its Q3 2026 guidance at 1.360-1.420 EPS. Sell-side analysts forecast that eBay will post 4.86 EPS for the current fiscal year.

eBay Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, September 11th. Investors of record on Friday, August 28th were issued a $0.31 dividend. The ex-dividend date of this dividend was Friday, August 28th. This represents a $1.24 annualized dividend and a yield of 1.1%. eBay’s dividend payout ratio (DPR) is 25.67%.

Insider Buying and Selling

In other news, SVP Jordan Sweetnam sold 1,014 shares of the firm’s stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $101.39, for a total value of $102,809.46. Following the completion of the transaction, the senior vice president directly owned 35,546 shares of the company’s stock, valued at $3,604,008.94. This trade represents a 2.77% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jamie Iannone sold 11,110 shares of eBay stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $108.55, for a total value of $1,205,990.50. Following the completion of the transaction, the chief executive officer owned 253,211 shares of the company’s stock, valued at approximately $27,486,054.05. This trade represents a 4.20% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 34,344 shares of company stock valued at $3,705,005 over the last quarter. 0.67% of the stock is owned by company insiders.

Institutional Trading of eBay

A number of institutional investors have recently added to or reduced their stakes in EBAY. QRG Capital Management Inc. grew its holdings in eBay by 10.5% during the 2nd quarter. QRG Capital Management Inc. now owns 205,914 shares of the e-commerce company’s stock valued at $23,011,000 after buying an additional 19,570 shares in the last quarter. Envestnet Portfolio Solutions Inc. boosted its position in shares of eBay by 9.9% in the second quarter. Envestnet Portfolio Solutions Inc. now owns 9,952 shares of the e-commerce company’s stock valued at $1,112,000 after acquiring an additional 897 shares during the period. Sequoia Financial Advisors LLC boosted its position in shares of eBay by 1.1% in the second quarter. Sequoia Financial Advisors LLC now owns 32,701 shares of the e-commerce company’s stock valued at $3,654,000 after acquiring an additional 350 shares during the period. Tidal Investments LLC grew its stake in eBay by 26.5% during the second quarter. Tidal Investments LLC now owns 74,818 shares of the e-commerce company’s stock valued at $8,361,000 after acquiring an additional 15,656 shares in the last quarter. Finally, IPG Investment Advisors LLC increased its holdings in eBay by 549.2% during the 2nd quarter. IPG Investment Advisors LLC now owns 16,815 shares of the e-commerce company’s stock worth $1,879,000 after acquiring an additional 14,225 shares during the period. Hedge funds and other institutional investors own 87.48% of the company’s stock.

eBay News Roundup

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Revenue growth and Depop expansion support the investment case. eBay’s recent results showed revenue rising 14.8% year over year to $3.13 billion, ahead of consensus, while the Depop acquisition is expected to strengthen its position with younger and fashion-focused shoppers. The key concern is whether those gains are already reflected in the share price. eBay Reports Strong Revenue Growth and Depop Deal
• Positive Sentiment: Authentication initiatives could improve trust and higher-value sales. eBay is expanding authentication efforts across trading cards, sneakers, ancient coins and other collectibles. Better fraud prevention may support buyer confidence, transaction volumes and eBay’s position in growing collectibles markets. eBay’s Authentication Strategy
• Neutral Sentiment: GameStop’s large eBay stake keeps takeover speculation alive. GameStop reportedly held about 43.4 million eBay shares valued near $4.9 billion, but there is no confirmed acquisition offer. The stake creates possible strategic optionality for eBay shareholders while also adding uncertainty around GameStop’s intentions. GameStop CEO Purchases Shares
• Neutral Sentiment: Insider selling appears administrative rather than a bearish signal. CFO Peggy Alford sold 2,716 shares in a transaction described as tax-related, representing roughly 12% of her direct holdings. The relatively small sale provides limited information about management’s outlook. eBay CFO Share Sale
• Negative Sentiment: Airbag restrictions may modestly reduce marketplace activity in auto parts. eBay has banned airbag sales amid concerns over faulty and counterfeit components. The policy may enhance platform safety and reputation, but could remove some listings and sales from the marketplace. eBay Bans Airbag Sales

eBay Company Profile

eBay Inc (NASDAQ: EBAY) operates a global online marketplace that connects buyers and sellers. Its platform supports the sale of new, used, refurbished and collectible products across categories including electronics, apparel, footwear, home and garden, automotive parts, accessories and trading cards.

The company generates revenue primarily through seller fees and related services, including payments, advertising and shipping solutions. eBay also offers specialized experiences such as eBay Motors and authentication programs designed to help verify eligible luxury goods, sneakers, watches, handbags and collectibles.

Founded in 1995 by Pierre Omidyar, eBay serves customers and sellers in markets around the world.