PayPal (NASDAQ:PYPL – Free Report) had its target price decreased by Rothschild & Co Redburn from $50.00 to $32.00 in a research report report published on Wednesday,MarketScreener reports. Rothschild & Co Redburn currently has a sell rating on the credit services provider’s stock.
Other equities analysts also recently issued reports about the company. Wall Street Zen downgraded PayPal from a “buy” rating to a “hold” rating in a research report on Sunday, January 18th. Weiss Ratings reiterated a “hold (c)” rating on shares of PayPal in a report on Thursday, January 22nd. Piper Sandler dropped their target price on PayPal from $76.00 to $74.00 and set a “neutral” rating on the stock in a report on Wednesday, January 14th. Robert W. Baird set a $52.00 price target on PayPal in a research note on Wednesday, February 4th. Finally, Keefe, Bruyette & Woods lifted their target price on PayPal from $85.00 to $90.00 and gave the stock an “outperform” rating in a report on Wednesday, October 29th. Ten equities research analysts have rated the stock with a Buy rating, thirty have issued a Hold rating and five have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $61.03.
View Our Latest Report on PYPL
PayPal Stock Up 3.1%
PayPal (NASDAQ:PYPL – Get Free Report) last issued its earnings results on Tuesday, February 3rd. The credit services provider reported $1.23 earnings per share for the quarter, missing the consensus estimate of $1.29 by ($0.06). PayPal had a return on equity of 25.42% and a net margin of 15.77%.The company had revenue of $8.68 billion during the quarter, compared to analyst estimates of $8.82 billion. During the same period in the prior year, the business earned $1.19 earnings per share. PayPal’s quarterly revenue was up 4.0% on a year-over-year basis. Equities research analysts forecast that PayPal will post 5.03 earnings per share for the current year.
PayPal Dividend Announcement
The business also recently declared a quarterly dividend, which will be paid on Wednesday, March 25th. Investors of record on Wednesday, March 4th will be given a $0.14 dividend. The ex-dividend date is Wednesday, March 4th. This represents a $0.56 dividend on an annualized basis and a dividend yield of 1.4%. PayPal’s dividend payout ratio (DPR) is 10.35%.
Insider Transactions at PayPal
In other PayPal news, EVP Frank Keller sold 3,478 shares of the firm’s stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $40.20, for a total value of $139,815.60. Following the completion of the transaction, the executive vice president directly owned 51,567 shares in the company, valued at $2,072,993.40. This trade represents a 6.32% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, insider Suzan Kereere sold 4,162 shares of the business’s stock in a transaction that occurred on Wednesday, November 19th. The shares were sold at an average price of $59.84, for a total transaction of $249,054.08. Following the sale, the insider owned 30,983 shares in the company, valued at $1,854,022.72. This represents a 11.84% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.08% of the company’s stock.
Hedge Funds Weigh In On PayPal
Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Caitong International Asset Management Co. Ltd boosted its position in shares of PayPal by 15,233.3% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 460 shares of the credit services provider’s stock worth $27,000 after buying an additional 457 shares during the period. MUFG Securities EMEA plc lifted its stake in PayPal by 100.4% in the 2nd quarter. MUFG Securities EMEA plc now owns 385 shares of the credit services provider’s stock worth $29,000 after acquiring an additional 87,524 shares in the last quarter. Cloud Capital Management LLC acquired a new stake in PayPal during the 3rd quarter worth about $30,000. Kelleher Financial Advisors purchased a new position in PayPal during the 3rd quarter valued at about $30,000. Finally, Advocate Investing Services LLC acquired a new position in shares of PayPal in the 4th quarter valued at about $30,000. 68.32% of the stock is currently owned by hedge funds and other institutional investors.
PayPal News Summary
Here are the key news stories impacting PayPal this week:
- Positive Sentiment: PayPal announced an agentic AI travel partnership with Sabre and Mindtrip — a move that highlights PayPal’s AI and commerce strategy and could expand payments volume in travel and bookings. Sabre, PayPal, and Mindtrip partner
- Positive Sentiment: Coverage notes Venmo momentum and PayPal’s AI investments as potential growth drivers vs. competitors — these business positives may support a longer-term recovery if execution improves. PayPal vs. Block
- Neutral Sentiment: Analysts and outlets are parsing next steps after the Q4 miss and CEO transition; pieces summarize strategic options but offer no immediate catalyst. What’s next after Q4 crash
- Negative Sentiment: Multiple law firms (Kessler Topaz; Pomerantz) have opened investor investigations into PayPal, increasing legal/liability risk and weighing on sentiment. Kessler Topaz investigation notice Pomerantz investor alert
- Negative Sentiment: Analysts have cut ratings and targets — Zacks moved PayPal to a “Strong Sell” and several firms trimmed EPS/price targets (e.g., Daiwa to $42) — pressuring the stock. Zacks downgrade Daiwa cuts price target
- Negative Sentiment: Market commentary highlights the scale of recent share losses and lingering execution issues; retail sentiment has turned bearish and shares have plunged year-to-date. Execution crisis coverage
- Negative Sentiment: Revenue missed expectations and management change was flagged after Q4, creating short-term uncertainty around guidance and execution. Revenue miss & CEO change
About PayPal
PayPal Holdings, Inc operates a global digital payments platform that enables consumers and merchants to send and receive payments online, on mobile devices and at the point of sale. The company provides a broad set of payment solutions, including a digital wallet, merchant payment processing, checkout services, invoicing and fraud-management tools. PayPal’s platform is designed to support e-commerce, in-person retail and person-to-person transfers, targeting both individual consumers and businesses of varying sizes.
Key products and services in PayPal’s portfolio include the PayPal wallet and checkout ecosystem, the Venmo peer-to-peer mobile app, Braintree’s developer-focused payment gateway, Xoom for international money transfers, and PayPal Credit and buy-now-pay-later options.
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