PayPal’s (PYPL) Market Perform Rating Reiterated at Citizens Jmp

Citizens Jmp reissued their market perform rating on shares of PayPal (NASDAQ:PYPL) in a report published on Wednesday morning, MarketBeat Ratings reports.

Other analysts also recently issued research reports about the stock. President Capital dropped their target price on shares of PayPal from $91.00 to $80.00 and set a “buy” rating on the stock in a research report on Tuesday, November 25th. Robert W. Baird reissued a “neutral” rating and set a $66.00 price objective (down from $83.00) on shares of PayPal in a report on Friday, December 12th. Bank of America restated a “neutral” rating and issued a $68.00 target price (down previously from $93.00) on shares of PayPal in a research note on Thursday, December 11th. Canaccord Genuity Group reiterated a “hold” rating and set a $42.00 price target (down previously from $100.00) on shares of PayPal in a research note on Wednesday. Finally, Daiwa Securities Group cut PayPal from an “outperform” rating to a “neutral” rating and reduced their price objective for the stock from $77.00 to $61.00 in a research note on Tuesday, January 13th. Ten equities research analysts have rated the stock with a Buy rating, thirty have issued a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $64.28.

PayPal Stock Performance

Shares of PYPL stock opened at $40.42 on Wednesday. PayPal has a 12-month low of $38.88 and a 12-month high of $79.50. The business’s fifty day simple moving average is $57.18 and its 200-day simple moving average is $64.44. The company has a current ratio of 1.29, a quick ratio of 1.34 and a debt-to-equity ratio of 0.49. The company has a market cap of $37.21 billion, a PE ratio of 7.47, a PEG ratio of 0.77 and a beta of 1.43.

PayPal (NASDAQ:PYPL) last announced its earnings results on Tuesday, February 3rd. The credit services provider reported $1.23 earnings per share for the quarter, missing the consensus estimate 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 analysts’ expectations of $8.82 billion. During the same quarter last year, the firm earned $1.19 earnings per share. The firm’s quarterly revenue was up 4.0% compared to the same quarter last year. Analysts expect that PayPal will post 5.03 earnings per share for the current fiscal year.

PayPal Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, March 25th. Investors of record on Wednesday, March 4th will be issued a dividend of $0.14 per share. This represents a $0.56 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Wednesday, March 4th. PayPal’s dividend payout ratio (DPR) is 10.35%.

Insider Buying and Selling

In other PayPal news, EVP Aaron Webster sold 9,282 shares of the company’s stock in a transaction that occurred on Monday, November 10th. The stock was sold at an average price of $66.29, for a total value of $615,303.78. Following the sale, the executive vice president owned 35,699 shares in the company, valued at approximately $2,366,486.71. This represents a 20.64% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, insider Suzan Kereere sold 4,162 shares of PayPal stock in a transaction that occurred on Wednesday, November 19th. The shares were sold at an average price of $59.84, for a total transaction of $249,054.08. Following the transaction, the insider directly owned 30,983 shares of the company’s stock, valued at approximately $1,854,022.72. This trade represents a 11.84% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.08% of the company’s stock.

Institutional Investors Weigh In On PayPal

Several hedge funds have recently modified their holdings of PYPL. Thompson Investment Management Inc. lifted its stake in PayPal by 2.8% in the 2nd quarter. Thompson Investment Management Inc. now owns 154,991 shares of the credit services provider’s stock valued at $11,519,000 after purchasing an additional 4,165 shares during the last quarter. National Pension Service raised its stake in PayPal by 1.8% in the third quarter. National Pension Service now owns 2,855,897 shares of the credit services provider’s stock valued at $191,516,000 after buying an additional 51,268 shares during the period. Merit Financial Group LLC lifted its position in shares of PayPal by 15.5% in the third quarter. Merit Financial Group LLC now owns 164,901 shares of the credit services provider’s stock valued at $11,058,000 after buying an additional 22,139 shares during the last quarter. Nordea Investment Management AB lifted its position in shares of PayPal by 7.9% in the third quarter. Nordea Investment Management AB now owns 4,292,583 shares of the credit services provider’s stock valued at $291,338,000 after buying an additional 313,180 shares during the last quarter. Finally, Rakuten Investment Management Inc. bought a new position in shares of PayPal during the 3rd quarter worth approximately $13,210,000. 68.32% of the stock is owned by hedge funds and other institutional investors.

PayPal News Roundup

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Deep-value case and buyback/dividend plan underpin a near-term bargain narrative; bulls point to low forward P/E, strong free cash flow and discretionary buybacks/new dividend as a potential floor. Read More.
• Positive Sentiment: Some investors view a new CEO as a catalyst — profiles of Enrique Lores suggest his turnaround/operational experience could help execution if appointed. Read More.
• Positive Sentiment: Several bullish commentaries argue long-term investors can be rewarded if PayPal stabilizes its product growth and execution — fueling bargain-hunting bounces. Read More.
• Neutral Sentiment: Compass Point moved to Neutral, reflecting that some uncertainty (CEO transition, guidance) is now priced in — not a clear buy/sell signal. Read More.
• Neutral Sentiment: Analysts are split: many cut targets and some keep “buy”/“outperform” calls, leaving consensus views mixed and volatility likely as estimates are re-worked. Read More.
• Negative Sentiment: Q4 results disappointed — EPS and revenue missed expectations and management issued lower 2026 guidance, which triggered the initial selloff and higher volatility. Read More.
• Negative Sentiment: CEO Alex Chriss was fired amid the branded-checkout slowdown and guidance cut; leadership turnover increases execution risk during a sensitive transition. Read More.
• Negative Sentiment: Regulatory/litigation risk surfaced: a securities investigation was announced into the gap between prior outlook and reported results, adding legal and disclosure uncertainty. Read More.
• Negative Sentiment: Heavy analyst price-target cuts, downgrades and visible insider selling amplified the selloff and investor caution this week. Read More.

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.