Key Points
- PayPal insider Frank Keller sold 4,612 shares on June 3 at an average price of $42.54, totaling about $196,194. The sale was made under a pre-arranged Rule 10b5-1 plan, and Keller’s remaining stake is valued at roughly $1.77 million.
- PayPal’s latest earnings beat expectations, reporting $1.34 EPS versus the $1.27 consensus and revenue of $8.35 billion versus $8.05 billion estimated. Revenue rose 7.2% year over year, and analysts expect about 5.3 EPS for the current fiscal year.
- The stock remains under mixed pressure from Wall Street and recent insider selling. Analyst sentiment is currently “Hold” overall, with a consensus price target of $55.85, while recent reports also noted multiple insider sales and continued concern about PayPal’s post-earnings stock weakness.
PayPal Holdings, Inc. (NASDAQ:PYPL - Get Free Report) CAO Chris Natali sold 552 shares of the company's stock in a transaction that occurred on Wednesday, June 3rd. The shares were sold at an average price of $42.65, for a total transaction of $23,542.80. Following the completion of the transaction, the chief accounting officer owned 1,770 shares in the company, valued at approximately $75,490.50. This represents a 23.77% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Chris Natali also recently made the following trade(s):
- On Wednesday, April 29th, Chris Natali sold 1,337 shares of PayPal stock. The shares were sold at an average price of $49.46, for a total transaction of $66,128.02.
PayPal Stock Up 0.3%
PayPal stock opened at $42.75 on Friday. The firm has a market cap of $37.71 billion, a PE ratio of 8.02, a P/E/G ratio of 1.07 and a beta of 1.34. The company has a debt-to-equity ratio of 0.47, a quick ratio of 1.26 and a current ratio of 1.26. The firm's 50 day moving average price is $46.27 and its two-hundred day moving average price is $50.66. PayPal Holdings, Inc. has a twelve month low of $38.46 and a twelve month high of $79.50.
PayPal (NASDAQ:PYPL - Get Free Report) last released its quarterly earnings data on Tuesday, May 5th. The credit services provider reported $1.34 earnings per share for the quarter, beating the consensus estimate of $1.27 by $0.07. The firm had revenue of $8.35 billion for the quarter, compared to analyst estimates of $8.05 billion. PayPal had a net margin of 15.00% and a return on equity of 25.02%. The company's revenue for the quarter was up 7.2% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.33 EPS. On average, research analysts predict that PayPal Holdings, Inc. will post 5.3 EPS for the current fiscal year.
PayPal Announces Dividend
The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 25th. Stockholders of record on Thursday, June 4th will be paid a dividend of $0.14 per share. The ex-dividend date is Thursday, June 4th. This represents a $0.56 annualized dividend and a dividend yield of 1.3%. PayPal's dividend payout ratio is 10.51%.
Key PayPal News
Here are the key news stories impacting PayPal this week:
- Positive Sentiment: PayPal is pushing new AI-commerce initiatives, including powering the UK’s Hey Savi app with native PayPal payments and retailer integrations, which supports the company’s long-term growth narrative. PayPal Bets On AI Agentic Commerce With Hey Savi And Debenhams
- Neutral Sentiment: PayPal presented at the 2026 Evercore Global TMT Conference, which may have helped keep the stock in focus but did not provide a clear new catalyst on its own. PayPal Holdings, Inc. (PYPL) Presents at 2026 Evercore Global TMT Conference Transcript
- Neutral Sentiment: Analysts continue to debate PayPal’s valuation, with some models still implying upside while others trim fair value estimates, reflecting uncertainty rather than a clear fundamental shift. How The PayPal Holdings (PYPL) Story Is Shifting As Analysts Rework Expectations And Valuation
- Negative Sentiment: Several PayPal insiders sold shares, including Frank Keller, Suzan Kereere, and Chris Natali, which can weigh on investor sentiment even though the trades were pre-arranged under 10b5-1 plans.
- Negative Sentiment: A recent market note highlighted that PayPal has fallen since its last earnings report and cited leadership shakeup concerns, margin pressure, and reduced valuation support as reasons for the stock’s weakness. PayPal slides 4.3% as investors weigh leadership shakeup and ongoing margin concerns
- Negative Sentiment: Another report said PayPal’s stock remains down since its latest earnings release, suggesting investors are still waiting for evidence that the business can reaccelerate. Paypal (PYPL) Down 7.9% Since Last Earnings Report: Can It Rebound?
- Negative Sentiment: A separate report said PayPal froze some Kenyan accounts over money-laundering fears, which could raise reputational and regulatory concerns around its global payments operations. PayPal (PYPL) Locks Kenyans Out of Their Accounts Over Money Laundering Fears
Institutional Inflows and Outflows
Several institutional investors have recently added to or reduced their stakes in PYPL. Vanguard Group Inc. lifted its holdings in shares of PayPal by 6.5% during the fourth quarter. Vanguard Group Inc. now owns 90,376,927 shares of the credit services provider's stock worth $5,276,205,000 after buying an additional 5,534,462 shares during the last quarter. Capital Research Global Investors lifted its holdings in shares of PayPal by 2.3% during the third quarter. Capital Research Global Investors now owns 27,953,803 shares of the credit services provider's stock worth $1,874,637,000 after buying an additional 636,441 shares during the last quarter. Bank of America Corp DE lifted its holdings in shares of PayPal by 67.9% during the first quarter. Bank of America Corp DE now owns 25,614,720 shares of the credit services provider's stock worth $1,158,554,000 after buying an additional 10,356,256 shares during the last quarter. Norges Bank acquired a new position in shares of PayPal during the fourth quarter worth approximately $949,758,000. Finally, Amundi lifted its holdings in shares of PayPal by 227.6% during the first quarter. Amundi now owns 13,804,208 shares of the credit services provider's stock worth $624,364,000 after buying an additional 9,590,488 shares during the last quarter. 68.32% of the stock is owned by institutional investors.
Analyst Upgrades and Downgrades
Several research analysts have recently commented on the stock. Wolfe Research restated a "sell" rating on shares of PayPal in a research note on Monday, February 23rd. Raymond James Financial restated a "market perform" rating on shares of PayPal in a research note on Monday, February 23rd. KGI Securities restated a "hold" rating and set a $55.00 price target on shares of PayPal in a research note on Monday, March 2nd. Mizuho restated a "neutral" rating and set a $50.00 price target (down from $60.00) on shares of PayPal in a research note on Thursday, April 16th. Finally, Needham & Company LLC restated a "hold" rating on shares of PayPal in a research note on Tuesday, May 5th. Eight research analysts have rated the stock with a Buy rating, thirty-two have assigned a Hold rating and five have assigned a Sell rating to the company. According to MarketBeat, PayPal has an average rating of "Hold" and an average target price of $55.85.
Get Our Latest Stock Report on PayPal
PayPal Company Profile
(
Get Free Report)
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.
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