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

PayPal Holdings, Inc. (NASDAQ:PYPL) insider Suzan Kereere sold 37,613 shares of PayPal stock in a transaction 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 transaction, the insider owned 30,983 shares in the company, valued at approximately $1,285,484.67. This trade represents a 54.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website.

PayPal Trading Down 0.2%

Shares of PayPal stock opened at $41.65 on Friday. The company has a quick ratio of 1.29, a current ratio of 1.29 and a debt-to-equity ratio of 0.49. The business has a fifty day simple moving average of $53.00 and a 200-day simple moving average of $62.15. PayPal Holdings, Inc. has a fifty-two week low of $38.46 and a fifty-two week high of $79.50. The firm has a market cap of $38.35 billion, a price-to-earnings ratio of 7.70, a price-to-earnings-growth ratio of 1.08 and a beta of 1.43.

PayPal (NASDAQ:PYPL) last posted its quarterly earnings data 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 net margin of 15.77% and a return on equity of 25.42%. The business had revenue of $8.68 billion for the quarter, compared to the consensus estimate of $8.82 billion. During the same quarter last year, the business posted $1.19 EPS. The business’s revenue for the quarter was up 4.0% on a year-over-year basis. On average, equities analysts forecast that PayPal Holdings, Inc. will post 5.03 EPS for the current fiscal year.

PayPal Announces Dividend

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

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on the company. Wall Street Zen lowered PayPal from a “buy” rating to a “hold” rating in a research report on Sunday, January 18th. Deutsche Bank Aktiengesellschaft decreased their target price on shares of PayPal from $75.00 to $65.00 and set a “hold” rating for the company in a report on Friday, December 5th. Zacks Research cut shares of PayPal from a “hold” rating to a “strong sell” rating in a research report on Wednesday, February 11th. Needham & Company LLC restated a “hold” rating on shares of PayPal in a report on Tuesday, February 3rd. Finally, Wells Fargo & Company lowered their price target on PayPal from $67.00 to $48.00 and set an “equal weight” rating on the stock in a report on Wednesday, February 4th. Nine analysts have rated the stock with a Buy rating, thirty have given a Hold rating and five have given a Sell rating to the company’s stock. Based on data from MarketBeat, PayPal presently has an average rating of “Hold” and a consensus target price of $61.03.

Hedge Funds Weigh In On PayPal

Several institutional investors and hedge funds have recently modified their holdings of the stock. National Pension Service raised its position in shares of PayPal by 1.8% in the third quarter. National Pension Service now owns 2,855,897 shares of the credit services provider’s stock valued at $191,516,000 after purchasing an additional 51,268 shares during the period. Merit Financial Group LLC grew its stake in PayPal by 15.5% in the 3rd quarter. Merit Financial Group LLC now owns 164,901 shares of the credit services provider’s stock valued at $11,058,000 after buying an additional 22,139 shares during the last quarter. Nordea Investment Management AB raised its holdings in PayPal by 7.9% in the 3rd quarter. Nordea Investment Management AB now owns 4,292,583 shares of the credit services provider’s stock worth $291,338,000 after acquiring an additional 313,180 shares during the period. Rakuten Investment Management Inc. acquired a new position in PayPal during the 3rd quarter worth $13,210,000. Finally, Ariose Capital Management Ltd boosted its holdings in PayPal by 347.0% during the third quarter. Ariose Capital Management Ltd now owns 193,100 shares of the credit services provider’s stock valued at $12,949,000 after acquiring an additional 149,898 shares during the period. 68.32% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting PayPal

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.

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.