Suzan Kereere Sells 37,613 Shares of PayPal (NASDAQ:PYPL) Stock

PayPal Holdings, Inc. (NASDAQ:PYPL) insider Suzan Kereere sold 37,613 shares of the stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $41.49, for a total value of $1,560,563.37. Following the completion of the sale, the insider directly owned 30,983 shares of the company’s stock, valued at approximately $1,285,484.67. The trade was a 54.83% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website.

PayPal Price Performance

Shares of PYPL opened at $41.65 on Friday. The company has a current ratio of 1.29, a quick ratio of 1.29 and a debt-to-equity ratio of 0.49. The company’s fifty day simple moving average is $53.00 and its 200 day simple moving average is $62.19. PayPal Holdings, Inc. has a 1-year low of $38.46 and a 1-year high of $79.50. The company has a market cap of $38.35 billion, a price-to-earnings ratio of 7.70, a PEG ratio of 1.08 and a beta of 1.43.

PayPal (NASDAQ:PYPL) last announced its quarterly earnings data on Tuesday, February 3rd. The credit services provider reported $1.23 EPS for the quarter, missing analysts’ consensus estimates of $1.29 by ($0.06). The firm had revenue of $8.68 billion during the quarter, compared to the consensus estimate of $8.82 billion. PayPal had a net margin of 15.77% and a return on equity of 25.42%. The business’s revenue was up 4.0% on a year-over-year basis. During the same period last year, the business earned $1.19 EPS. On average, research analysts forecast that PayPal Holdings, Inc. will post 5.03 earnings per share for the current fiscal year.

PayPal Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 25th. Shareholders of record on Wednesday, March 4th will be paid a $0.14 dividend. The ex-dividend date is Wednesday, March 4th. This represents a $0.56 annualized dividend and a yield of 1.3%. PayPal’s dividend payout ratio is currently 10.35%.

Wall Street Analysts Forecast Growth

PYPL has been the topic of a number of research analyst reports. Robert W. Baird set a $52.00 price target on PayPal in a research note on Wednesday, February 4th. Royal Bank Of Canada dropped their price objective on shares of PayPal from $91.00 to $59.00 and set an “outperform” rating on the stock in a research report on Wednesday, February 4th. TD Cowen restated a “hold” rating on shares of PayPal in a research note on Tuesday, February 3rd. UBS Group reiterated a “neutral” rating and issued a $44.00 price target on shares of PayPal in a research note on Wednesday, February 4th. Finally, Macquarie Infrastructure raised their price objective on shares of PayPal from $95.00 to $100.00 and gave the stock an “outperform” rating in a research report on Wednesday, October 29th. Nine analysts have rated the stock with a Buy rating, thirty have assigned a Hold rating and five have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, PayPal has a consensus rating of “Hold” and a consensus price target of $61.03.

PayPal News Summary

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Deep‑value / contrarian case: commentators note PYPL trades near IPO‑era levels with a single‑digit P/E and extremely oversold technicals, which could attract value buyers if execution stabilizes. Read More.
• Positive Sentiment: Selective bull views: some analysts and features highlight Venmo, BNPL and PSP growth, strong free cash flow and buybacks/dividend as upside levers if management can defend share and improve conversion. Read More.
• Neutral Sentiment: Mixed market narrative: coverage is split between value‑buyers and skeptics who see the post‑earnings sell‑off as confirmation of secular share loss; that debate is keeping volatility elevated. Read More.
• Neutral Sentiment: Small partner integrations announced (merchant/partner deals) — headline noise for partners but limited near‑term impact on PayPal’s core metrics. Read More.
• Negative Sentiment: Earnings miss, weak guidance and CEO change: Q4 EPS and revenue missed estimates and FY‑2026 guidance disappointed; the abrupt CEO transition amplified concerns and drove the initial sharp share decline. Read More.
• Negative Sentiment: Wave of securities‑fraud filings and investor alerts: multiple law firms have announced class actions covering a defined class period, creating legal overhang and potential expense/distraction for management. Read More.
• Negative Sentiment: Insider selling and leadership turnover: sizable insider sales (including a large sale by Suzan Kereere and a CAO sale) shortly after the weak print raise governance/comfort concerns among some investors. Read More.
• Negative Sentiment: Analyst cuts and competitive pressure: several firms trimmed estimates and targets citing branded‑checkout weakness and take‑rate pressure from competitors (Apple, Stripe), which reduces near‑term upside expectations. Read More.

Hedge Funds Weigh In On PayPal

A number of hedge funds have recently added to or reduced their stakes in the stock. Vanguard Group Inc. grew its holdings in shares of PayPal by 6.5% during the 4th quarter. Vanguard Group Inc. now owns 90,376,927 shares of the credit services provider’s stock worth $5,276,205,000 after purchasing an additional 5,534,462 shares in the last quarter. Capital Research Global Investors lifted its position in PayPal by 2.3% during the third quarter. Capital Research Global Investors now owns 27,953,803 shares of the credit services provider’s stock worth $1,874,637,000 after purchasing an additional 636,441 shares during the period. Norges Bank acquired a new stake in PayPal during the fourth quarter worth about $949,758,000. Invesco Ltd. increased its holdings in PayPal by 9.7% in the 4th quarter. Invesco Ltd. now owns 12,215,792 shares of the credit services provider’s stock valued at $713,158,000 after buying an additional 1,083,843 shares during the period. Finally, Artisan Partners Limited Partnership increased its holdings in PayPal by 1.6% in the 2nd quarter. Artisan Partners Limited Partnership now owns 11,992,031 shares of the credit services provider’s stock valued at $891,248,000 after buying an additional 184,014 shares during the period. Institutional investors own 68.32% of the company’s stock.

PayPal Company Profile

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.