Company facts
- Industry
- Services-Business Services, NEC
- Headquarters
- San Jose, California
- Most recent report
- 10-Q, filed Oct 29, 2026
- Incorporated
- Delaware
- Filings on record
- 1,009+ filings
- On EDGAR
- CIK 1065088
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 31
News 8 of 84
Prospectuses and Registrations 8 of 18
- S-3ASR Automatic shelf registration Feb 19, 2026
- 424B2 Prospectus supplement for an offering Nov 4, 2025
- FWP Free writing prospectus Nov 3, 2025
- 424B2 Prospectus supplement for an offering Nov 3, 2025
- S-8 Registration statement for an employee plan Jul 31, 2025
- S-8 Registration statement for an employee plan Jul 27, 2023
- S-3ASR Automatic shelf registration Feb 24, 2023
- 424B5 Prospectus supplement for an offering Nov 9, 2022
Proxies 8 of 23
- DEFA14A Extra proxy material Jun 3, 2026
- DEFA14A Extra proxy material May 29, 2026
- DEFA14A Extra proxy material May 14, 2026
- DEFA14A Extra proxy material Apr 30, 2026
- DEF 14A Proxy statement for a shareholder vote Apr 30, 2026
- DEFA14A Extra proxy material Jun 9, 2025
- DEFA14A Extra proxy material Apr 30, 2025
- DEF 14A Proxy statement for a shareholder vote Apr 30, 2025
Ownership 8 of 809
- 4 Insider reported a trade Nov 9, 2026
- 144 Notice of a proposed sale of restricted stock Nov 5, 2026
- 4 Insider reported a trade Nov 3, 2026
- 4 Insider reported a trade Nov 3, 2026
- 4 Insider reported a trade Nov 3, 2026
- 4 Insider reported a trade Nov 3, 2026
- 4 Insider reported a trade Oct 7, 2026
- 144 Notice of a proposed sale of restricted stock Oct 5, 2026
Other 8 of 44
What to read: Sep 2026 10-Q
SECSift found 4 of 13 sections worth reading, with 1 positive, 8 notable, and 3 negative flags.
Financial Statements (Item 1)
Depop acquisition, restructuring plan, debt maturity, and Aurelia distributions are all company-specific.Notable- Early adopted ASU 2025-06; recast prior periods, reducing retained earnings by $132M at Dec 2025.
- Acquired Depop for $1.4B cash in July 2026, adding $763M goodwill and $629M intangibles.
- Received $194M cash distribution from Aurelia in Q1 2026, reducing carrying value to $473M.
- Repaid $750M senior notes due 2026 in May 2026; $750M commercial paper outstanding at 4.17%.
- Authorized $2.0B incremental buyback in Feb 2026; repurchased $1.5B shares at ~$99.90 avg price.
- One Big Beautiful Bill Act recorded $65M net tax benefit in 2025.
Management's Discussion (Item 2)
Significant revenue, GMV, margin, take-rate, cash flow, and M&A specifics.Market Risk (Item 3)
Quantified FX risk of $169M and $799M equity investments (14% of cash) are material.Other Information (Item 5)
Clustered insider trading plan adoptions by four senior officers in August 2026.
What changed: Sep 2026 vs. Jun 2026
About 8% of EBAY's Sep 2026 10-Q is new information. 30 paragraphs were added, 163 changed, and 20 removed. Below are the most important lines SECSift identified.
New
- SVP Cornelius Boone modified his 10b5-1 Plan on Aug 27, 2026, extending to Dec 31, 2027, covering up to 97,988 shares.
- SVP Jordan Sweetnam modified his 10b5-1 Plan on Aug 21, 2026, extending to Dec 31, 2027, covering up to 243,824 shares.
- SVP Mazen Rawashdeh modified his 10b5-1 Plan on Aug 21, 2026, extending to Sep 30, 2027, covering up to 257,993 shares.
Changed
- Corporate bonds, commercial paper, government/agency securities fell to $2.2B from $2.5B, now 39% of total cash vs 36%.
- Hypothetical 1% rate rise would cut fair value by $34M vs $37M as of Sep 30, 2026 vs Jun 30, 2026.
- Cash and cash equivalents fell to $1,166M from $2,310M, mainly due to the Depop acquisition.
- Foreign currency impact on Q3 2026 net revenues turned unfavorable to -$7 million from +$22 million in Q2 2026.
- Goodwill rose to $5,242M from $4,467M, mostly from the Depop acquisition.
- Net revenues for the three months ended Sep 30, 2026 rose to $3,206M from $2,820M.
- Buyers grew to 147 million from 136 million in prior filing.
- Cash and investments in cash/customer accounts fell to 43% from 50% as of Sep 30, 2026 vs Jun 30, 2026.
- Total shares repurchased in Q3 2026 rose to 6,476,965 from 2,987,758 in Q2 2026.
- Exhibit 101 now covers period ended September 30, 2026, up from June 30, 2026.
Everything here comes from Ebay Inc's own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Oct 29, 2026, from the 10-Q for Sep 2026.