KeyCorp Weighs in on PayPal’s Q1 Earnings (NASDAQ:PYPL)

PayPal Holdings, Inc. (NASDAQ:PYPL) – Equities researchers at KeyCorp issued their Q1 2026 earnings per share estimates for shares of PayPal in a research note issued on Friday, January 23rd. KeyCorp analyst A. Schmidt forecasts that the credit services provider will post earnings of $1.39 per share for the quarter. KeyCorp has a “Hold” rating on the stock. The consensus estimate for PayPal’s current full-year earnings is $5.03 per share. KeyCorp also issued estimates for PayPal’s Q2 2026 earnings at $1.40 EPS, Q3 2026 earnings at $1.29 EPS, Q4 2026 earnings at $1.46 EPS, FY2026 earnings at $5.54 EPS and FY2027 earnings at $6.22 EPS.

Several other brokerages have also weighed in on PYPL. Dbs Bank dropped their target price on PayPal from $75.00 to $70.00 and set a “hold” rating on the stock in a research report on Thursday, November 13th. Weiss Ratings reissued a “hold (c)” rating on shares of PayPal in a research note on Thursday. Evercore ISI dropped their price objective on PayPal from $75.00 to $65.00 and set an “in-line” rating on the stock in a report on Monday, December 8th. Bank of America restated a “neutral” rating and set a $68.00 price target (down previously from $93.00) on shares of PayPal in a report on Thursday, December 11th. Finally, President Capital decreased their price objective on shares of PayPal from $91.00 to $80.00 and set a “buy” rating for the company in a report on Tuesday, November 25th. Twelve equities research analysts have rated the stock with a Buy rating, twenty-five have issued a Hold rating and four have assigned a Sell rating to the stock. According to data from MarketBeat, PayPal currently has a consensus rating of “Hold” and an average price target of $75.42.

PayPal Trading Down 0.0%

PayPal stock opened at $56.60 on Monday. The company has a quick ratio of 1.34, a current ratio of 1.34 and a debt-to-equity ratio of 0.56. PayPal has a 12 month low of $55.01 and a 12 month high of $90.93. The company’s fifty day simple moving average is $59.51 and its 200-day simple moving average is $65.93. The stock has a market cap of $52.96 billion, a P/E ratio of 11.34, a P/E/G ratio of 0.71 and a beta of 1.42.

PayPal (NASDAQ:PYPL) last posted its quarterly earnings results on Tuesday, October 28th. The credit services provider reported $1.34 EPS for the quarter, topping the consensus estimate of $1.20 by $0.14. The business had revenue of $8.42 billion during the quarter, compared to analysts’ expectations of $8.21 billion. PayPal had a net margin of 14.96% and a return on equity of 25.64%. The firm’s quarterly revenue was up 7.3% compared to the same quarter last year. During the same period last year, the company posted $1.20 earnings per share.

Insider Activity

In other news, EVP Aaron Webster sold 9,282 shares of PayPal stock in a transaction dated Monday, November 10th. The stock was sold at an average price of $66.29, for a total value of $615,303.78. Following the transaction, the executive vice president directly owned 35,699 shares in the company, valued at approximately $2,366,486.71. The trade was a 20.64% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Suzan Kereere sold 12,500 shares of the stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $68.87, for a total value of $860,875.00. Following the sale, the insider owned 30,983 shares of the company’s stock, valued at approximately $2,133,799.21. The trade was a 28.75% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 36,156 shares of company stock worth $2,432,524. Insiders own 0.08% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the business. Hilltop National Bank acquired a new stake in shares of PayPal in the second quarter worth $27,000. MUFG Securities EMEA plc boosted its holdings in PayPal by 100.4% in the 2nd quarter. MUFG Securities EMEA plc now owns 385 shares of the credit services provider’s stock valued at $29,000 after purchasing an additional 87,524 shares during the period. Kelleher Financial Advisors acquired a new stake in PayPal in the 3rd quarter worth $30,000. Cloud Capital Management LLC bought a new position in shares of PayPal during the 3rd quarter worth about $30,000. Finally, VSM Wealth Advisory LLC acquired a new position in shares of PayPal during the second quarter valued at about $36,000. 68.32% of the stock is currently owned by institutional investors and hedge funds.

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.