PayPal (NASDAQ:PYPL) Insider Sells $1,560,563.37 in Stock

PayPal Holdings, Inc. (NASDAQ:PYPL) insider Suzan Kereere sold 37,613 shares of the stock in a transaction on Wednesday, February 18th. The stock was 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 owned 30,983 shares of the company’s stock, valued at $1,285,484.67. The trade was a 54.83% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website.

PayPal Price Performance

Shares of PYPL stock traded up $0.28 during mid-day trading on Thursday, hitting $41.73. The company had a trading volume of 24,630,289 shares, compared to its average volume of 24,346,596. The company has a market capitalization of $38.42 billion, a P/E ratio of 7.71, a P/E/G ratio of 1.06 and a beta of 1.43. The stock’s 50 day moving average price is $53.80 and its 200-day moving average price is $62.52. PayPal Holdings, Inc. has a 52-week low of $38.46 and a 52-week high of $79.50. The company has a debt-to-equity ratio of 0.49, a current ratio of 1.29 and a quick ratio of 1.29.

PayPal (NASDAQ:PYPL) last issued its quarterly earnings data on Tuesday, February 3rd. The credit services provider reported $1.23 earnings per share (EPS) 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 firm had revenue of $8.68 billion for the quarter, compared to analysts’ expectations of $8.82 billion. During the same period last year, the company earned $1.19 earnings per share. The firm’s revenue was up 4.0% on a year-over-year basis. Equities research analysts forecast that PayPal Holdings, Inc. 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 paid a $0.14 dividend. This represents a $0.56 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend is Wednesday, March 4th. PayPal’s dividend payout ratio (DPR) is currently 10.35%.

Analysts Set New Price Targets

Several brokerages have issued reports on PYPL. Weiss Ratings reiterated a “hold (c)” rating on shares of PayPal in a report on Thursday, January 22nd. Raymond James Financial set a $48.00 price objective on shares of PayPal in a research note on Tuesday, February 3rd. Canaccord Genuity Group reissued a “hold” rating and set a $42.00 price objective (down from $100.00) on shares of PayPal in a report on Wednesday, February 4th. Rothschild & Co Redburn lowered their target price on PayPal from $50.00 to $32.00 and set a “sell” rating for the company in a report on Wednesday, February 11th. Finally, Piper Sandler reduced their price target on PayPal from $76.00 to $74.00 and set a “neutral” rating for the company in a research report on Wednesday, January 14th. Nine equities research 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. According to data from MarketBeat, PayPal currently has an average rating of “Hold” and an average target price of $61.03.

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of PYPL. Vanguard Group Inc. increased its stake in shares of PayPal by 6.5% during the fourth 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 boosted its holdings in PayPal by 2.3% in the 3rd quarter. Capital Research Global Investors now owns 27,953,803 shares of the credit services provider’s stock worth $1,874,637,000 after buying an additional 636,441 shares during the last quarter. Norges Bank purchased a new stake in PayPal during the 4th quarter worth approximately $949,758,000. Invesco Ltd. raised its holdings in shares of PayPal by 9.7% during the fourth quarter. Invesco Ltd. now owns 12,215,792 shares of the credit services provider’s stock valued at $713,158,000 after acquiring an additional 1,083,843 shares during the last quarter. Finally, Artisan Partners Limited Partnership lifted its position in shares of PayPal by 1.6% in the second quarter. Artisan Partners Limited Partnership now owns 11,992,031 shares of the credit services provider’s stock valued at $891,248,000 after acquiring an additional 184,014 shares in the last quarter. 68.32% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Deep‑value / contrarian thesis — Several pieces highlight PayPal’s single‑digit P/E, record‑low RSI and steady cash generation, arguing the stock looks attractively priced for value investors if growth stabilizes; this is supporting buy‑side interest. Read More.
• Positive Sentiment: Selective buy/sentiment support — Some analysts and independent commentaries still see upside from Venmo/BNPL/PSP and view the pullback as a buying opportunity, which can limit downside and attract value funds. Read More.
• Neutral Sentiment: Debate over buy vs. value trap — Coverage (Fool/MarketBeat) is split: some call the post‑earnings sell‑off a buying opportunity, others warn of structural headwinds; this keeps trading volatile. Read More.
• Neutral Sentiment: Small partner integrations — Press around merchant integrations (e.g., OLB) is positive for ecosystem visibility but unlikely to move PayPal’s core fundamentals materially. Read More.
• Negative Sentiment: Wave of securities‑fraud class actions and investor alerts — Multiple law firms have filed or are soliciting lead‑plaintiff motions alleging misstatements about growth/guidance for the Feb 25, 2025–Feb 2, 2026 period; this raises legal risk, potential costs and near‑term headline volatility. Read More.
• Negative Sentiment: Q4 miss and weak 2026 outlook — Q4 EPS/revenue slightly missed expectations and management gave cautious guidance for 2026; market reaction sparked the recent sharp sell‑off. Read More.
• Negative Sentiment: Leadership change + insider selling — CEO transition and notable insider sales (including CAO and a large sale by Suzan Kereere) are amplifying execution uncertainty and spooking sentiment. Read More.
• Negative Sentiment: Analyst cuts & institutional rebalancing — Truist and some funds cut estimates/targets and several large institutions materially reduced holdings in Q4, pressuring sentiment and liquidity for the stock. Read More.

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.