PayPal (NASDAQ:PYPL) Shares Unloaded Rep. Nancy Pelosi

Representative Nancy Pelosi (D-California) recently sold shares of PayPal Holdings, Inc. (NASDAQ:PYPL). In a filing disclosed on January 23rd, the Representative disclosed that they had sold between $250,001 and $500,000 in PayPal stock on December 30th.

Representative Nancy Pelosi also recently made the following trade(s):

• Purchased $250,001 – $500,000 in shares of NVIDIA (NASDAQ:NVDA) on 1/16/2026.
• Purchased $500,001 – $1,000,000 in shares of Amazon.com (NASDAQ:AMZN) on 1/16/2026.
• Purchased $500,001 – $1,000,000 in shares of Alphabet (NASDAQ:GOOGL) on 1/16/2026.
• Purchased $100,001 – $250,000 in shares of Vistra (NYSE:VST) on 1/16/2026.
• Sold $5,000,001 – $25,000,000 in shares of Apple (NASDAQ:AAPL) on 12/30/2025.
• Sold $1,000,001 – $5,000,000 in shares of Walt Disney (NYSE:DIS) on 12/30/2025.
• Sold $1,000,001 – $5,000,000 in shares of Alphabet (NASDAQ:GOOGL) on 12/30/2025.
• Sold $5,000,001 – $25,000,000 in shares of Apple (NASDAQ:AAPL) on 12/24/2025.
• Sold $1,000,001 – $5,000,000 in shares of Amazon.com (NASDAQ:AMZN) on 12/24/2025.
• Sold $1,000,001 – $5,000,000 in shares of NVIDIA (NASDAQ:NVDA) on 12/24/2025.

PayPal Stock Performance

NASDAQ:PYPL traded down $0.42 during trading on Friday, reaching $52.69. The company’s stock had a trading volume of 18,571,528 shares, compared to its average volume of 14,677,574. The firm has a market cap of $49.30 billion, a price-to-earnings ratio of 10.56, a price-to-earnings-growth ratio of 0.66 and a beta of 1.42. PayPal Holdings, Inc. has a 12 month low of $52.06 and a 12 month high of $90.40. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.34 and a current ratio of 1.34. The firm has a 50 day moving average of $59.03 and a 200-day moving average of $65.50.

PayPal (NASDAQ:PYPL) last released its quarterly earnings data on Tuesday, October 28th. The credit services provider reported $1.34 earnings per share for the quarter, beating analysts’ consensus estimates of $1.20 by $0.14. The business had revenue of $8.42 billion during the quarter, compared to analyst estimates of $8.21 billion. PayPal had a net margin of 14.96% and a return on equity of 25.64%. PayPal’s revenue was up 7.3% compared to the same quarter last year. During the same period in the previous year, the business earned $1.20 EPS. Research analysts expect that PayPal Holdings, Inc. will post 5.03 EPS for the current fiscal year.

Institutional Investors Weigh In On PayPal

A number of institutional investors have recently modified their holdings of PYPL. Activest Wealth Management increased its stake in shares of PayPal by 104.1% in the 4th quarter. Activest Wealth Management now owns 698 shares of the credit services provider’s stock worth $41,000 after purchasing an additional 356 shares in the last quarter. Bell & Brown Wealth Advisors LLC grew its holdings in PayPal by 4.0% during the 4th quarter. Bell & Brown Wealth Advisors LLC now owns 77,985 shares of the credit services provider’s stock valued at $4,553,000 after purchasing an additional 3,025 shares during the last quarter. W.G. Shaheen & Associates DBA Whitney & Co bought a new stake in shares of PayPal during the fourth quarter worth $859,000. Sage Rhino Capital LLC bought a new position in PayPal in the fourth quarter worth approximately $939,000. Finally, Pekin Hardy Strauss Inc. purchased a new stake in shares of PayPal in the 4th quarter worth approximately $330,000. 68.32% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research firms have weighed in on PYPL. KGI Securities lowered their price target on PayPal from $85.00 to $80.00 in a research report on Monday, November 10th. Jefferies Financial Group reiterated a “hold” rating on shares of PayPal in a research report on Wednesday, January 7th. UBS Group cut their price objective on shares of PayPal from $80.00 to $65.00 in a research note on Wednesday, December 24th. HSBC lowered their price target on shares of PayPal from $93.00 to $72.00 and set a “buy” rating for the company in a research note on Tuesday. Finally, The Goldman Sachs Group decreased their price objective on PayPal from $72.00 to $65.00 and set a “sell” rating on the stock in a report on Tuesday, January 6th. Twelve equities research analysts have rated the stock with a Buy rating, twenty-four have given a Hold rating and six have assigned a Sell rating to the company. Based on data from MarketBeat.com, PayPal presently has an average rating of “Hold” and a consensus price target of $73.10.

Insider Buying and Selling at PayPal

In related news, insider Suzan Kereere sold 12,500 shares of the firm’s stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $68.87, for a total transaction of $860,875.00. Following the completion of the transaction, the insider owned 30,983 shares of the company’s stock, valued at $2,133,799.21. This trade represents a 28.75% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Aaron Webster sold 9,282 shares of the company’s 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 completion of the sale, the executive vice president owned 35,699 shares in the company, valued at $2,366,486.71. The trade was a 20.64% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 25,944 shares of company stock worth $1,725,233 over the last ninety days. Corporate insiders own 0.08% of the company’s stock.

PayPal News Summary

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Cantor Fitzgerald upgraded PayPal, offering a near-term supportive data point that some investors may view as a counterbalance to recent negative analyst actions. PayPal (NASDAQ:PYPL) Upgraded at Cantor Fitzgerald
• Positive Sentiment: Bullish commentary (The Motley Fool) argues 2026 could be a breakout year for PayPal driven by a large new partnership and product momentum—this is a thematic positive for longer-term investor sentiment. Prediction: 2026 Will Be the Year of PayPal
• Neutral Sentiment: Analysts and previews emphasize that PayPal’s Q4 earnings (Feb. 3) and forward guidance are the next major catalysts — results could swing the stock either way depending on volumes, margins and guidance. Paypal (PYPL) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
• Neutral Sentiment: Coverage highlighting PayPal’s role in shaping the Nasdaq-100 digital commerce narrative underscores strategic importance but is not an immediate price driver. PayPal (NASDAQ:PYPL) Shapes Nasdaq 100 Index Narrative on Digital Commerce
• Neutral Sentiment: Macro and industry discussions (e.g., bitcoin commentary from a former PayPal executive) are interesting context but have limited direct impact on PYPL near-term performance. Bitcoin Could Hit $1.1 Million To $1.5M, Former PayPal President Says
• Negative Sentiment: Rothschild & Co Redburn downgraded PayPal to a Sell/strong-sell stance — a high-profile downgrade that has been cited as a primary driver of the intraday weakness. Rothschild & Co Redburn Downgrades PayPal (NASDAQ:PYPL) to Sell
• Negative Sentiment: Multiple firms have trimmed targets or warned on volumes (HSBC cut its price target; Truist lowered its PT and flagged difficult volume comps), increasing downward pressure on consensus expectations. HSBC Lowers PayPal (NASDAQ:PYPL) Price Target to $72.00
• Negative Sentiment: Analyst-driven sell-side momentum has pushed shares to a new 52-week low and produced several short-term sell calls — accelerating the decline and higher trading volume. PayPal (NASDAQ:PYPL) Hits New 52-Week Low on Analyst Downgrade
• Negative Sentiment: Analysts and commentators note a ~23% three‑month slide driven by competition, tariffs and rising expenses; while product initiatives offer hope, near-term operational headwinds are pressuring multiples. PayPal Plunges 23.3% in 3 Months: Time to Buy, Sell or Hold the Stock?

About Representative Pelosi

Nancy Pelosi (Democratic Party) is a member of the U.S. House, representing California’s 11th Congressional District. She assumed office on January 3, 2023. Her current term ends on January 3, 2027.

Pelosi (Democratic Party) is running for re-election to the U.S. House to represent California’s 11th Congressional District. She declared candidacy for the 2026 election.[source]

Pelosi is the first and only woman to serve as speaker of the House. Pelosi was first elected to the U.S. House in a special election in 1987 to represent California’s 5th Congressional District, which she represented until her election to California’s 8th Congressional District in 2012. In 2002, she was elected minority leader, becoming the highest-ranking congresswoman of either party in U.S. history. When Democrats took control of the House in 2007, Pelosi made history again with her election as speaker of the House.

Pelosi was re-elected speaker of the House in 2019, following the 2018 midterm elections. She served in that role until January 3, 2023.

Notable legislation passed during her speakership includes the Affordable Care Act, the American Recovery and Reinvestment Act, the Dodd-Frank Wall Street Reform and Consumer Protection Act, the Lilly Ledbetter Fair Pay Act, and the Don’t Ask, Don’t Tell Repeal Act.

Pelosi is also a prominent Democratic fundraiser, raising more than $700 million for the Democratic Party since becoming a party leader in 2002.

Nancy Pelosi was born in Baltimore, Maryland. Pelosi graduated from the Institute of Notre Dame in 1958. She earned a bachelor’s degree from Trinity College in 1962. Pelosi served as the chair of the California State Democratic Party and the finance chairwoman of the Democratic Senatorial Campaign Committee.

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.