EBAY at a glance
eBay Inc. (EBAY, SEC CIK 1065088) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 5, 2026 and Form 4 insider filings as recently as September 17, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), eBay Inc. (EBAY) reported revenue of $11.1 billion (up 7.9% from FY2024) and net income of $2.0 billion. Diluted EPS was $4.34.
- As of June 30, 2026, 45 institutional investment managers tracked by SignalX reported holding eBay Inc. (EBAY) shares worth $21.0 billion in 13F-HR filings.
- In the last 90 days, EBAY insiders reported 0 open-market purchases ($0) and 26 open-market sales ($5.4M) on Form 4, a net sale of $5.4M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $11.1B
- +7.9% vs prior year
- Insiders · 90 days
- 0 buys · 26 sells
- Net −$5.4M
- 13F holders
- 45 funds
- $21.0B · +1 vs prior quarter
- Latest 8-K
- Aug 5, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Global third-party online marketplace connecting 135 million buyers and sellers across 190+ markets
- New offerings: AI-powered listing tools using Generative AI, Secure Purchase for end-to-end digital vehicle transactions, live commerce experiences via eBay Live
- Strategic shift: Enhanced focus on AI-driven personalized discovery, seller tools, and sustainable commerce with expanded Focus Categories like trading cards and refurbished goods
- Quantitative: Nearly $80B Gross Merchandise Volume (GMV) in 2025 with 51% generated outside U.S.; over $1B Seller Capital funding provided
- Noteworthy: Achieved 100% renewable electricity sourcing for offices/data centers in 2025 for second straight year; set science-based net-zero emissions target for 2045
Risk Factors
- Regulatory risk: impact of U.S. tariffs and elimination of de minimis trade exemption causing increased canceled orders and return rates in 2025
- Macroeconomic threat: continued challenging international macroeconomic conditions through 2025 partially offsetting GMV growth outside U.S.
- Supply chain vulnerability: $108 million increase in 2025 shipping costs and higher payment processing costs due to ramping of U.K. shipping program
- Competitive risk: expansion of Klarna buyer payment option in U.S. drives GMV growth amid intensified competition in payment solutions
- Financial risk: $2.5 billion stock repurchases in 2025 reducing cash, with $0.8 billion remaining authorized and additional $2 billion authorized in Feb 2026
Management Discussion & Analysis
- Revenue $11.1B, up 8% YoY from $10.3B in 2024 driven by higher GMV, advertising growth, and U.K. shipping ramp
- Operating margin 20.5% vs 22.5% in 2024, decline due to legal, restructuring expenses and higher shipping costs
- Marketplace revenue $9.1B up 5%, Advertising $2.0B up 22%, Advertising fastest growth segment, Marketplace largest revenue base
- Cash flow from operations $2.0B vs $2.4B in 2024; Stock buybacks $2.5B, dividends $531M, equity investment distribution $225M
- Incremental $2B stock repurchase authorized; $1.2B Depop acquisition pending Q2 2026 close; FX volatility and geopolitical risks noted
AI summary of the EBAY 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $3.134B, up 15% YoY from $2.730B, led by advertising revenue growth of 24% to $596M
- Operating margin 21.6% vs 17.6% YoY
- Strongest categories Collectibles, Motors Parts & Accessories, Fashion, and Refurbished Goods; no segment revenue breakdown disclosed
- Operating cash flow $549M vs $340M used YoY; $310M repurchases and $138M dividends
- Headwinds: tariffs, foreign exchange volatility, elevated rates, inflation, and challenging international markets
Risk Factors
- Newly added activism risk triggered by unsolicited acquisition proposal received May 3, 2026
- Acquisition proposal risk heightened after Board rejected offer as neither credible nor attractive on May 12, 2026
- Near-term operational risk from management distraction, legal costs, and employee or partner uncertainty
- Market risk from speculative stock-price fluctuations unrelated to underlying business fundamentals
- Financial risk from $310 million quarterly repurchases funded through working capital or financing alternatives
AI summary of the EBAY 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results covered quarter ended June 30, 2026
- Earnings press release and related information attached as Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 revenue $3.134B, up 15%; GMV $22.398B, up 15%, signaling broad marketplace momentum
- GAAP diluted EPS $1.21, up 56%; non-GAAP EPS $1.60, up 17%, with GAAP margin reaching 21.6%
Item 5.07: Submission of Matters to a Vote of Security Holders
- All 11 director nominees elected through 2027 annual meeting, preserving board continuity
- PwC appointment ratified for fiscal 2026, supporting auditor continuity
Item 8.01: Other Events
- eBay board response to GameStop’s unsolicited, non-binding acquisition proposal
- Proposal remains non-binding, signaling no completed transaction or shareholder vote
Item 7.01: Regulation FD Disclosure
- eBay furnished TD Securities’ May 1, 2026 highly confident letter supporting GameStop’s acquisition proposal
- GameStop’s proposal remains unsolicited and non-binding, limiting certainty of transaction completion
AI summaries of EBAY 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for EBAY
Don't miss the next EBAY filing
- Alerts as it files. A push when EBAY files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut EBAY, by share count.
- Ask anything. An AI agent that reads every EBAY filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Boone Cornelius | M | Sep 15, 2026 | 2,778 | - |
| Boone Cornelius | M | Sep 15, 2026 | 2,206 | - |
| Boone Cornelius | M | Sep 15, 2026 | 2,200 | - |
| Boone Cornelius | M | Sep 15, 2026 | 1,713 | - |
| Boone Cornelius | F | Sep 15, 2026 | 1,033 | $108.03 |
| Boone Cornelius | F | Sep 15, 2026 | 833 | $108.03 |
| Boone Cornelius | F | Sep 15, 2026 | 844 | $108.03 |
| Boone Cornelius | F | Sep 15, 2026 | 669 | $108.03 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $10.3B | $11.1B |
| Gross Profit | - | $7.4B | $7.9B |
| Operating Income | - | $2.3B | $2.3B |
| Net Income | - | $2.0B | $2.0B |
| Gross Margin | - | 72.0% | 71.5% |
| Op. Margin | - | 22.5% | 20.5% |
| Net Margin | - | 19.2% | 18.3% |
| Balance Sheet | |||
| Total Assets | $21.6B | $19.4B | $17.6B |
| Equity | $6.4B | $5.2B | $4.6B |
| ROE | - | 38.3% | 44.0% |
| Per Share | |||
| EPS | - | $3.94 | $4.34 |
| Cash Flow | |||
| Operating CF | - | $2.4B | $2.0B |
| CapEx | - | $458.0M | $525.0M |
Source: XBRL data in eBay Inc. (EBAY)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate EBAY share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 45 | $20.96B |
| Q1 2026 | 44 | $17.85B |
| Q4 2025 | 40 | $17.24B |
| Q3 2025 | 44 | $18.52B |
| Q2 2025 | 40 | $15.13B |
| Q1 2025 | 39 | $11.03B |
| Q4 2024 | 34 | $9.47B |
| Q3 2024 | 29 | $5.70B |
- FMR LLC (Fidelity)+2.80M (+54%)
- Goldman Sachs Group+1.50M (+24%)
- Morgan Stanley+203.6K (+2%)
- AQR Capital Management+92.7K (+9%)
- Truist Financial+90.4K (+6%)
- Ameriprise Financial−3.52M (-23%)
- Vanguard Portfolio Management LLC−1.90M (-8%)
- Invesco Ltd−1.86M (-20%)
- Citadel Advisors LLC−1.42M (-58%)
- BlackRock−1.22M (-3%)
- Blackstone Group−2.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 315 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
EBAY filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| SC 13G | Aug 12, 2026 | - | - | |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Jul 8, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 8-K | Jun 18, 2026 | - | Analysis | - |
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EBAY SEC filings: frequently asked questions
Are EBAY insiders buying or selling?
In the last 90 days, eBay Inc. (EBAY) officers, directors and 10% owners reported no open-market purchases and 26 open-market sales worth $5.4 million by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold EBAY stock?
As of June 30, 2026, the largest eBay Inc. (EBAY) holders among the 13F filers tracked by SignalX were BlackRock ($4.4 billion), Vanguard Capital Management LLC ($3.2 billion), State Street Corp ($2.4 billion), Vanguard Portfolio Management LLC ($2.4 billion), Ameriprise Financial ($1.3 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was EBAY's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), eBay Inc. (EBAY) reported revenue of $11.1 billion (up 7.9% from FY2024) and net income of $2.0 billion. Diluted EPS was $4.34. The figures come from the XBRL data in the 10-K.
What are the main risks in EBAY's latest 10-K?
In the 10-K filed February 19, 2026, eBay Inc. (EBAY) flagged: Regulatory risk: impact of U.S. tariffs and elimination of de minimis trade exemption causing increased canceled orders and return rates in 2025. Macroeconomic threat: continued challenging international macroeconomic conditions through 2025 partially offsetting GMV growth outside U.S. (AI summary of the Risk Factors section.)
What did EBAY report in its latest 8-K?
eBay Inc. (EBAY) filed an 8-K on August 5, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 results covered quarter ended June 30, 2026.
What are the latest EBAY SEC filings?
eBay Inc. (EBAY) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 5, 2026 and a Form 4 insider filing on September 17, 2026.
What is EBAY's SEC CIK number?
eBay Inc. (EBAY)'s SEC Central Index Key (CIK) is 1065088. EDGAR lists every EBAY filing under that number.
Ask anything about EBAY
The research agent reads EBAY's filings, financials, insider trades and 13F holders, then answers with sources.