EToro Shares Rally 17.6% After Q4 EPS Beat, $100M Buyback Boost
EToro reported Q4 adjusted EPS of $0.71 and revenue of $3.88 billion, with net income up 16% to $69 million and adjusted EBITDA down 19% to $87 million. Funded accounts climbed 9% to 3.81 million, AUA reached $18.5 billion, cash hit $1.3 billion and buyback authorization rose $100 million.
1. Q4 Financial Results
EToro reported adjusted earnings per share of $0.71 and revenue of $3.88 billion for the fourth quarter. Net income rose 16% to $69 million and adjusted EBITDA declined 19% to $87 million, while net contribution totaled $227 million, down 10% year-over-year.
2. User Growth and Capital Position
Funded accounts increased 9% year-over-year to 3.81 million and assets under administration grew 11% to $18.5 billion as of December 31, 2025. Cash, cash equivalents and short-term investments totaled $1.3 billion at quarter end.
3. Expanded Share Repurchase Authorization
The board approved a $100 million increase to its existing share repurchase program, raising total remaining authorization to $150 million. EToro also plans an accelerated share repurchase of approximately $50 million under the new authorization.