PayPal (PYPL) – Research Analysts’ Recent Ratings Changes

Several brokerages have updated their recommendations and price targets on shares of PayPal (NASDAQ: PYPL) in the last few weeks:

• 12/24/2025 – PayPal had its price target lowered by analysts at UBS Group AG from $80.00 to $65.00.
• 12/22/2025 – PayPal had its price target lowered by analysts at Mizuho from $84.00 to $75.00. They now have an “outperform” rating on the stock.
• 12/19/2025 – PayPal had its “buy” rating reaffirmed by analysts at Jefferies Financial Group Inc..
• 12/17/2025 – PayPal had its “market perform” rating reaffirmed by analysts at Sanford C. Bernstein.
• 12/12/2025 – PayPal had its “neutral” rating reaffirmed by analysts at Robert W. Baird. They now have a $66.00 price target on the stock, down previously from $83.00.
• 12/12/2025 – PayPal was downgraded by analysts at Baird R W from a “strong-buy” rating to a “hold” rating.
• 12/11/2025 – PayPal had its “neutral” rating reaffirmed by analysts at Bank of America Corporation. They now have a $68.00 price target on the stock, down previously from $93.00.
• 12/9/2025 – PayPal had its price target lowered by analysts at Wells Fargo & Company from $74.00 to $67.00. They now have an “equal weight” rating on the stock.
• 12/9/2025 – PayPal had its price target lowered by analysts at Compass Point from $66.00 to $56.00. They now have a “sell” rating on the stock.
• 12/8/2025 – PayPal had its price target lowered by analysts at Evercore ISI from $75.00 to $65.00. They now have an “in-line” rating on the stock.
• 12/6/2025 – PayPal was downgraded by analysts at Wall Street Zen from a “buy” rating to a “hold” rating.
• 12/5/2025 – PayPal had its price target lowered by analysts at Deutsche Bank Aktiengesellschaft from $75.00 to $65.00. They now have a “hold” rating on the stock.
• 12/4/2025 – PayPal had its “neutral” rating reaffirmed by analysts at JPMorgan Chase & Co.. They now have a $70.00 price target on the stock, down previously from $85.00.
• 12/2/2025 – PayPal had its price target lowered by analysts at BNP Paribas Exane from $71.00 to $69.00. They now have a “neutral” rating on the stock.
• 11/25/2025 – PayPal had its price target lowered by analysts at President Capital from $91.00 to $80.00. They now have a “buy” rating on the stock.
• 11/24/2025 – PayPal had its price target lowered by analysts at Jefferies Financial Group Inc. from $75.00 to $60.00. They now have a “hold” rating on the stock.
• 11/13/2025 – PayPal had its price target lowered by analysts at Dbs Bank from $75.00 to $70.00. They now have a “hold” rating on the stock.
• 11/10/2025 – PayPal had its price target lowered by analysts at KGI Securities from $85.00 to $80.00.

PayPal Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, December 10th. Investors of record on Wednesday, November 19th were paid a dividend of $0.14 per share. The ex-dividend date of this dividend was Wednesday, November 19th. This represents a $0.56 annualized dividend and a yield of 1.0%. PayPal’s dividend payout ratio is currently 11.22%.

Insider Transactions at PayPal

In related news, EVP Diego Scotti sold 3,838 shares of the firm’s stock in a transaction dated Thursday, October 30th. The shares were sold at an average price of $68.97, for a total transaction of $264,706.86. Following the transaction, the executive vice president directly owned 16,989 shares of the company’s stock, valued at $1,171,731.33. This trade represents a 18.43% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Suzan Kereere sold 4,162 shares of PayPal stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $59.84, for a total value of $249,054.08. Following the sale, the insider owned 30,983 shares in the company, valued at $1,854,022.72. This trade represents a 11.84% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 36,156 shares of company stock valued at $2,432,524. 0.08% of the stock is currently owned by corporate insiders.

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.