Bank of America Issues Positive Forecast for PayPal (NASDAQ:PYPL) Stock Price

PayPal (NASDAQ:PYPL) had its target price boosted by Bank of America from $48.00 to $55.00 in a research note issued to investors on Tuesday morning,Benzinga reports. Bank of America currently has a neutral rating on the credit services provider’s stock.

A number of other brokerages also recently issued reports on PYPL. Wolfe Research restated a “sell” rating on shares of PayPal in a research report on Monday, February 23rd. Weiss Ratings restated a “hold (c)” rating on shares of PayPal in a research report on Thursday, January 22nd. Royal Bank Of Canada lowered their price objective on PayPal from $91.00 to $59.00 and set an “outperform” rating for the company in a research report on Wednesday, February 4th. Citizens Jmp restated a “market perform” rating on shares of PayPal in a research report on Wednesday, February 4th. Finally, Canaccord Genuity Group restated a “hold” rating and set a $42.00 price objective (down from $100.00) on shares of PayPal in a research report on Wednesday, February 4th. Seven equities research analysts have rated the stock with a Buy rating, thirty-three have issued a Hold rating and five have assigned a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $56.39.

PayPal Price Performance

PayPal stock opened at $50.88 on Tuesday. The company has a current ratio of 1.29, a quick ratio of 1.29 and a debt-to-equity ratio of 0.49. The company has a market capitalization of $45.78 billion, a PE ratio of 9.40, a P/E/G ratio of 1.54 and a beta of 1.40. PayPal has a 12 month low of $38.46 and a 12 month high of $79.50. The stock has a 50-day moving average price of $45.27 and a two-hundred day moving average price of $55.51.

PayPal (NASDAQ:PYPL) last posted its earnings results on Tuesday, February 3rd. The credit services provider reported $1.23 EPS for the quarter, missing the consensus estimate of $1.29 by ($0.06). The firm had revenue of $8.68 billion during the quarter, compared to the consensus estimate of $8.82 billion. PayPal had a net margin of 15.77% and a return on equity of 25.42%. PayPal’s revenue for the quarter was up 4.0% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.19 earnings per share. Analysts expect that PayPal will post 5.32 EPS for the current year.

PayPal Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, March 25th. Stockholders of record on Wednesday, March 4th were given a dividend of $0.14 per share. This represents a $0.56 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date was Wednesday, March 4th. PayPal’s dividend payout ratio (DPR) is 10.35%.

Insider Buying and Selling

In related news, EVP Frank Keller sold 29,581 shares of the firm’s stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $46.02, for a total transaction 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 transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CAO Chris Natali sold 2,208 shares of the firm’s stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $44.73, for a total value of $98,763.84. Following the sale, the chief accounting officer directly owned 1,140 shares of the company’s stock, valued at $50,992.20. This represents a 65.95% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 87,608 shares of company stock valued at $3,831,535 over the last 90 days. Company insiders own 0.63% of the company’s stock.

Institutional Investors Weigh In On PayPal

Several large investors have recently added to or reduced their stakes in PYPL. Brighton Jones LLC grew its stake in PayPal by 15.2% during the fourth quarter. Brighton Jones LLC now owns 6,989 shares of the credit services provider’s stock worth $596,000 after purchasing an additional 924 shares during the period. Revolve Wealth Partners LLC acquired a new stake in PayPal during the fourth quarter worth approximately $248,000. Sivia Capital Partners LLC grew its stake in PayPal by 41.5% during the second quarter. Sivia Capital Partners LLC now owns 4,470 shares of the credit services provider’s stock worth $332,000 after purchasing an additional 1,310 shares during the period. United Bank grew its stake in PayPal by 40.1% in the second quarter. United Bank now owns 17,388 shares of the credit services provider’s stock valued at $1,292,000 after acquiring an additional 4,974 shares during the period. Finally, Federated Hermes Inc. grew its stake in PayPal by 17.9% in the second quarter. Federated Hermes Inc. now owns 18,909 shares of the credit services provider’s stock valued at $1,405,000 after acquiring an additional 2,865 shares during the period. Institutional investors and hedge funds own 68.32% of the company’s stock.

PayPal News Summary

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal announced a multi‑year partnership making it the NFL’s official peer‑to‑peer payments partner, expanding PayPal/Venmo visibility and P2P use cases within a large fan ecosystem — a constructive revenue/engagement catalyst if adoption follows. PayPal Named Official Peer-to-Peer Payments Partner of the NFL
• Positive Sentiment: Activist and acquisition chatter has surfaced after guidance missteps, leadership turnover and shareholder suits; speculation that hedge funds or strategic buyers might push for change has lifted short‑term interest and trading. Is PayPal an Acquisition Target? How to Play PYPL Stock Right Now Amid Activist Investor Rumors.
• Positive Sentiment: Notable value investors (e.g., Michael Burry) have reportedly opened positions, signaling some investors view the selloff as a technical opportunity rather than a fundamental collapse — potential vote of confidence for long‑term holders. PayPal Stock Is Down More Than 80% Over the Past 5 Years. Michael Burry Is Buying the Dip.
• Neutral Sentiment: Bank of America raised its price target to $55 while keeping a neutral rating — a modest positive signal for upside but not a bullish endorsement; it could temper downside risk more than drive a rally. Benzinga: BOA raises PYPL PT
• Neutral Sentiment: Several opinion pieces and value‑stock roundups highlight PayPal as a potential turnaround/value play — these may attract long‑term, value‑oriented buyers but don’t change near‑term fundamentals. Five Value Stocks with Recovery Potential in 2026: PayPal
• Negative Sentiment: Mizuho downgraded PYPL to Neutral and cut its price target citing competitive threat from X Money and other headwinds; analyst downgrades like this increase selling pressure and raise FY outlook concerns. Mizuho Downgrades PayPal (PYPL) to Neutral
• Negative Sentiment: Multiple securities class‑action filings and law‑firm notices (lead plaintiff deadlines) create an ongoing legal overhang that can pressure the stock and deter some institutional buyers until resolved. PYPL CLASS ACTION DEADLINE TONIGHT: Faruqi & Faruqi, LLP
• Negative Sentiment: Critical analyst/opinion pieces caution on execution risks — earnings/guidance misses, Venmo competitive substitution and insider selling have amplified skepticism. PayPal: Still Holding On For Dear Life, A Cautious Hold (Downgrade)

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.