eToro Q4 Earnings Beat Expectations with $100M Share Buyback Increase
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy ETOR?
Source: seekingalpha
- Earnings Beat: eToro reported a Q4 Non-GAAP EPS of $0.71, exceeding expectations by $0.11, indicating resilience in profitability despite a significant 33.8% year-over-year revenue decline.
- Asset Management Growth: As of December 31, 2025, eToro's Assets Under Administration (AUA) grew by 11% year-over-year to $18.5 billion, reflecting the company's ongoing appeal in asset management amidst challenging market conditions.
- Increased Buyback Program: eToro announced a $100 million increase to its share repurchase program, demonstrating confidence in its intrinsic value and potentially enhancing shareholder returns while boosting market attractiveness.
- Growth in Funded Accounts: eToro's funded accounts increased by 9% year-over-year to 3.81 million in Q4, indicating an expansion of its customer base and market penetration, even as net contributions fell by 10%.
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Analyst Views on ETOR
Wall Street analysts forecast ETOR stock price to rise
11 Analyst Rating
7 Buy
4 Hold
0 Sell
Moderate Buy
Current: 31.000
Low
39.00
Averages
56.00
High
78.00
Current: 31.000
Low
39.00
Averages
56.00
High
78.00
About ETOR
eToro Group Ltd is an Israel-based company. The Company is primarily engaged in operation of eToro, a social investment network and platform. On the eToro platform, users can view other investors’ portfolios and statistics, as well as interact with them to exchange ideas, discuss strategies and benefit from shared knowledge. Users are offered a choice of various asset classes to invest in, including traditional assets, such as equities, currencies or commodities alongside new assets, such as Bitcoin and Ethereum, and may pursue a variety of investment strategies. eToro users can trade directly, copy the trades of other investors (by using eToro CopyTrader) or invest in a portfolio on the eToro platform.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Increased Repurchase Authorization: This repurchase is executed under eToro's expanded share repurchase authorization, which has increased to a total capacity of $150 million, with $100 million remaining, indicating the company's confidence in future stock performance.
- Initial Delivery Arrangement: eToro will pay $50 million on February 20, 2026, in exchange for an initial delivery of Class A common shares, with the transaction expected to conclude in the second quarter of 2026, thereby optimizing its capital structure and enhancing liquidity.
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- Assets Under Management Increase: The company's Assets Under Administration grew by 11% YoY to $18.5 billion, reflecting investor confidence in eToro's services and further solidifying its market share.
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- Repurchase Agreement Signed: eToro Group entered into a $50 million accelerated share repurchase agreement with Citibank on February 18, 2026, aimed at enhancing shareholder value and boosting market confidence through this strategic move.
- Increased Repurchase Authorization: This repurchase is executed under eToro's expanded share repurchase authorization, which has increased to a total capacity of $150 million, with $100 million remaining, indicating the company's confidence in future stock performance.
- Initial Delivery Arrangement: eToro will pay $50 million on February 20, 2026, in exchange for an initial delivery of Class A common shares, with the transaction expected to conclude in the second quarter of 2026, thereby optimizing its capital structure and enhancing liquidity.
- Positive Market Reaction: eToro's stock surged following a strong fourth-quarter earnings report, and the implementation of the buyback plan is expected to further drive stock price increases, reflecting market optimism regarding the company's growth potential.
See More
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- Outlook Cut Affects Stock: Cybersecurity firm Palo Alto Networks (PANW) saw its shares drop by 6% after lowering its full-year earnings outlook, indicating market concerns over its future profitability and potentially diminishing investor confidence.
- Earnings Season Pressure: As of February 13, 74% of S&P 500 companies have reported earnings, with a blended growth rate of 13.2%, which, if sustained, would mark the index's tenth consecutive quarter of annual earnings growth, showcasing resilience in overall market performance.
- Mixed Competitor Performance: General Mills (GIS) experienced a 6% drop in stock price due to disappointing earnings, while online trading platform eToro (ETOR) surged over 20% following a strong quarterly performance, highlighting varied market reactions to different companies.
- Upcoming Earnings Focus: Investors will closely monitor upcoming earnings reports from Walmart (WMT) and Deere & Co. (DE), among others, as these results could significantly influence market sentiment and investment decisions.
See More
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- Strong Financial Results: eToro reported adjusted earnings per share of 71 cents and revenue of approximately $3.88 billion for Q4, reflecting the strength of its multi-asset business model, leading to a 17.63% stock price increase to $32.30.
- Net Income Growth: Despite a 10% year-over-year decline in net contribution to $227 million, net income rose 16% to $69 million, while adjusted net income increased by 6% to $70 million, indicating improved profitability.
- Significant Customer Growth: As of December 31, 2025, funded accounts increased by 9% year-over-year to 3.81 million, and assets under administration grew by 11% to $18.5 billion, demonstrating the company's expanding customer base and market appeal.
- Increased Buyback Program: eToro announced a $100 million increase to its existing share repurchase program, raising total remaining authorization to $150 million, and plans to enter into an accelerated share repurchase agreement to buy back approximately $50 million of common shares, enhancing shareholder value.
See More
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- Earnings Beat: eToro Group reported an adjusted EPS of $0.71 for Q4, exceeding analyst expectations of $0.60, which underscores the company's robust performance under its multi-asset business model, although it fell from $0.79 in the same quarter last year.
- Buyback Program Expansion: The board approved a $100 million increase to its stock buyback program, bringing the total authorization to $250 million, aimed at enhancing shareholder value and boosting market confidence amid fluctuating stock performance.
- Significant Customer Growth: The number of funded accounts rose to 3.85 million in Q4, up from 3.73 million in Q3, indicating success in attracting new customers, although it still lags behind the 3.48 million from the previous year’s Q4.
- Revenue and AUA Trends: Total revenue for Q4 was $3.87 billion, down from $4.11 billion in the prior quarter, while assets under administration stood at $18.5 billion, reflecting market challenges but still above the Visible Alpha estimate of $19.5 billion.
See More
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- eToro's Earnings Report: eToro reported fourth-quarter earnings that exceeded Wall Street expectations.
- Stock Performance: Following the earnings announcement, eToro's shares surged by 20% in early trading on Tuesday.
See More
eToro Reports Strong Q4 Earnings with Increased Funded Accounts
- User Account Growth: eToro's funded accounts rose by 9% year-on-year to 3.81 million, indicating increased user engagement and strengthening the company's position in the competitive fintech market.
- Assets Under Management Increase: The company's Assets Under Administration grew by 11% YoY to $18.5 billion, reflecting investor confidence in eToro's services and further solidifying its market share.
- Net Income Rise: eToro reported a 16% YoY increase in net income to $69 million for Q4, surpassing market expectations, which highlights the company's success in diversified revenue streams and financial management.
- Enhanced Share Repurchase Program: eToro announced a $100 million increase to its share repurchase program, raising the total to $250 million, demonstrating confidence in future growth and potentially enhancing shareholder value.
See More
