PayPal Holdings, Inc. (NASDAQ:PYPL) Receives Average Recommendation of “Hold” from Brokerages

Shares of PayPal Holdings, Inc. (NASDAQ:PYPL) have been given an average rating of “Hold” by the forty-four analysts that are currently covering the stock, MarketBeat.com reports. Six investment analysts have rated the stock with a sell recommendation, thirty have assigned a hold recommendation and eight have issued a buy recommendation on the company. The average 1 year target price among brokers that have covered the stock in the last year is $58.4324.

Several equities research analysts have issued reports on the stock. Truist Financial decreased their price objective on shares of PayPal from $58.00 to $39.00 and set a “sell” rating for the company in a research note on Tuesday, February 10th. Monness Crespi & Hardt lowered shares of PayPal from a “buy” rating to a “neutral” rating in a report on Monday, January 5th. The Goldman Sachs Group decreased their price target on shares of PayPal from $64.00 to $41.00 and set a “sell” rating for the company in a research report on Wednesday, February 4th. Mizuho set a $60.00 price target on PayPal in a report on Wednesday, February 4th. Finally, Evercore cut their price objective on PayPal from $65.00 to $40.00 and set an “in-line” rating on the stock in a research report on Tuesday, February 3rd.

Insider Activity at PayPal

In other PayPal news, EVP Frank Keller sold 29,581 shares of the stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $46.02, for a total value of $1,361,317.62. Following the completion of the sale, the executive vice president owned 51,567 shares of the company’s stock, valued at $2,373,113.34. This trade represents a 36.45% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Suzan Kereere sold 13,515 shares of PayPal stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $46.02, for a total transaction of $621,960.30. Following the sale, the insider owned 30,983 shares in the company, valued at $1,425,837.66. This represents a 30.37% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 87,608 shares of company stock worth $3,831,535. 0.08% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the company. Stance Capital LLC grew its holdings in PayPal by 9.7% during the 4th quarter. Stance Capital LLC now owns 22,659 shares of the credit services provider’s stock valued at $1,323,000 after purchasing an additional 2,003 shares in the last quarter. Rockefeller Capital Management L.P. lifted its holdings in PayPal by 12.0% in the 4th quarter. Rockefeller Capital Management L.P. now owns 520,346 shares of the credit services provider’s stock worth $30,378,000 after buying an additional 55,732 shares in the last quarter. Advisortrust Partners LLC acquired a new position in PayPal in the 4th quarter worth $368,000. Corient Private Wealth LLC boosted its position in PayPal by 4.9% in the 4th quarter. Corient Private Wealth LLC now owns 309,097 shares of the credit services provider’s stock valued at $18,046,000 after buying an additional 14,519 shares during the last quarter. Finally, Hsbc Holdings PLC boosted its position in PayPal by 44.3% in the 4th quarter. Hsbc Holdings PLC now owns 2,958,644 shares of the credit services provider’s stock valued at $172,943,000 after buying an additional 908,686 shares during the last quarter. 68.32% of the stock is currently owned by hedge funds and other institutional investors.

PayPal Stock Performance

NASDAQ PYPL opened at $45.20 on Friday. The firm has a market capitalization of $41.61 billion, a P/E ratio of 8.35, a P/E/G ratio of 1.34 and a beta of 1.43. PayPal has a 1-year low of $38.46 and a 1-year 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. The business’s 50-day simple moving average is $46.56 and its 200-day simple moving average is $58.28.

PayPal (NASDAQ:PYPL) last posted its earnings results on Tuesday, February 3rd. The credit services provider reported $1.23 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.29 by ($0.06). PayPal had a return on equity of 25.42% and a net margin of 15.77%.The business had revenue of $8.68 billion for the quarter, compared to analyst estimates of $8.82 billion. During the same period last year, the company posted $1.19 EPS. The firm’s revenue for the quarter was up 4.0% compared to the same quarter last year. Equities analysts predict that PayPal will post 5.03 EPS for the current year.

PayPal Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, March 25th. Stockholders of record on Wednesday, March 4th were paid a $0.14 dividend. The ex-dividend date was Wednesday, March 4th. This represents a $0.56 dividend on an annualized basis and a dividend yield of 1.2%. PayPal’s dividend payout ratio (DPR) is 10.35%.

Key PayPal News

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal is rolling out its U.S.-dollar stablecoin, PayPal USD (PYUSD), to users in more than 70 countries to speed and lower the cost of cross-border transfers — a tangible product expansion that could drive new transaction volume and cross-border revenue over time. PayPal Expands PYUSD Globally
• Positive Sentiment: PayPal appointed Alyssa Henry (former Block/Square CEO and AWS exec) to its board — a governance/industry hire that investors see as strengthening payments and merchant product expertise. Alyssa Henry to Join PayPal’s Board
• Neutral Sentiment: The FTC sent “warning letters” to PayPal alongside Visa, Mastercard and Stripe over alleged politically motivated service denials (“debanking”) — this raises regulatory scrutiny and potential policy changes but outcome and immediate financial impact remain uncertain. FTC Issues Warnings to Payment Processors
• Neutral Sentiment: Direxion launched a leveraged 2x ETF tracking PYPL, which can amplify trading volume and volatility in the stock but does not affect PayPal’s fundamentals. Direxion Launches 2X PYPL ETF
• Negative Sentiment: Multiple securities-class-action notices were filed and several law firms are soliciting lead plaintiffs over alleged misstatements about growth, branded checkout performance and withdrawn long‑term targets (class period Feb 25, 2025–Feb 2, 2026); April 20 is the deadline to seek lead plaintiff status — litigation risk is a clear near‑term overhang. Hagens Berman Alerts PayPal Investors
• Negative Sentiment: Leadership upheaval (a surprise CEO ouster and the withdrawal of prior long‑term guidance) is cited in lawsuits and has been linked to a large market‑cap loss — undermining investor confidence and likely contributing to recent selling pressure. SueWallSt on Growth Promise vs. Reality

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.