Seaport Res Ptn Increases Earnings Estimates for PayPal

PayPal Holdings, Inc. (NASDAQ:PYPL) – Equities researchers at Seaport Res Ptn upped their FY2025 earnings per share estimates for PayPal in a report released on Tuesday, April 29th. Seaport Res Ptn analyst J. Cantwell now forecasts that the credit services provider will post earnings of $4.99 per share for the year, up from their previous estimate of $4.95. Seaport Res Ptn currently has a “Strong Sell” rating on the stock. The consensus estimate for PayPal’s current full-year earnings is $5.03 per share. Seaport Res Ptn also issued estimates for PayPal’s Q4 2025 earnings at $1.22 EPS, Q2 2026 earnings at $1.34 EPS and FY2026 earnings at $5.50 EPS.

Several other brokerages also recently commented on PYPL. Bank of America dropped their target price on shares of PayPal from $103.00 to $93.00 and set a “buy” rating on the stock in a report on Monday, April 14th. Needham & Company LLC reiterated a “hold” rating on shares of PayPal in a research report on Wednesday. Arete Research set a $81.00 target price on PayPal in a research note on Thursday, March 27th. DZ Bank raised PayPal from a “hold” rating to a “buy” rating and set a $92.00 target price for the company in a research report on Friday, February 28th. Finally, Compass Point initiated coverage on shares of PayPal in a report on Wednesday, April 23rd. They issued a “sell” rating and a $56.00 price target on the stock. Two investment analysts have rated the stock with a sell rating, fifteen have given a hold rating, twenty have issued a buy rating and one has assigned a strong buy rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $83.77.

PayPal Stock Up 2.8 %

PYPL stock opened at $67.24 on Friday. The firm has a market cap of $65.72 billion, a PE ratio of 16.77, a PEG ratio of 1.27 and a beta of 1.60. PayPal has a 1 year low of $55.85 and a 1 year high of $93.66. The company has a fifty day simple moving average of $65.75 and a 200 day simple moving average of $78.11. The company has a current ratio of 1.26, a quick ratio of 1.26 and a debt-to-equity ratio of 0.48.

PayPal (NASDAQ:PYPL) last issued its earnings results on Tuesday, April 29th. The credit services provider reported $1.33 EPS for the quarter, topping the consensus estimate of $1.16 by $0.17. The business had revenue of $7.79 billion during the quarter, compared to analysts’ expectations of $7.84 billion. PayPal had a return on equity of 23.67% and a net margin of 13.04%. PayPal’s revenue was up 1.2% compared to the same quarter last year. During the same quarter last year, the firm posted $1.08 earnings per share.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the stock. Geode Capital Management LLC lifted its holdings in PayPal by 1.3% during the 4th quarter. Geode Capital Management LLC now owns 21,736,394 shares of the credit services provider’s stock worth $1,849,884,000 after purchasing an additional 271,836 shares during the last quarter. FMR LLC lifted its holdings in shares of PayPal by 12.9% during the fourth quarter. FMR LLC now owns 18,923,662 shares of the credit services provider’s stock worth $1,615,134,000 after buying an additional 2,161,582 shares in the last quarter. Capital Research Global Investors boosted its position in shares of PayPal by 108.2% in the fourth quarter. Capital Research Global Investors now owns 17,924,106 shares of the credit services provider’s stock valued at $1,529,823,000 after acquiring an additional 9,313,783 shares during the period. Norges Bank acquired a new position in shares of PayPal in the fourth quarter valued at about $1,086,508,000. Finally, Northern Trust Corp increased its position in PayPal by 19.0% during the fourth quarter. Northern Trust Corp now owns 10,462,251 shares of the credit services provider’s stock worth $892,953,000 after acquiring an additional 1,669,908 shares during the period. 68.32% of the stock is owned by institutional investors.

Insider Activity

In other news, Director Gail J. Mcgovern sold 2,446 shares of the stock in a transaction dated Thursday, February 27th. The shares were sold at an average price of $72.15, for a total value of $176,478.90. Following the transaction, the director now directly owns 29,734 shares of the company’s stock, valued at $2,145,308.10. This represents a 7.60 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 0.14% of the stock is owned by insiders.

PayPal Company Profile

PayPal Holdings, Inc operates a technology platform that enables digital payments on behalf of merchants and consumers worldwide. It operates a two-sided network at scale that connects merchants and consumers that enables its customers to connect, transact, and send and receive payments through online and in person, as well as transfer and withdraw funds using various funding sources, such as bank accounts, PayPal or Venmo account balance, PayPal and Venmo branded credit products comprising its installment products, credit and debit cards, and cryptocurrencies, as well as other stored value products, including gift cards and eligible rewards.