Insider Selling: PayPal (NASDAQ:PYPL) EVP Sells $139,815.60 in Stock

PayPal Holdings, Inc. (NASDAQ:PYPL) EVP Frank Keller sold 3,478 shares of the stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $40.20, for a total transaction of $139,815.60. Following the completion of the transaction, the executive vice president directly owned 51,567 shares in the company, valued at approximately $2,072,993.40. This represents a 6.32% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink.

PayPal Price Performance

PayPal stock opened at $40.49 on Thursday. The company has a market capitalization of $37.28 billion, a price-to-earnings ratio of 7.48, a PEG ratio of 1.07 and a beta of 1.43. The company has a current ratio of 1.29, a quick ratio of 1.29 and a debt-to-equity ratio of 0.49. PayPal Holdings, Inc. has a 12 month low of $38.88 and a 12 month high of $79.50. The stock’s 50 day moving average is $55.91 and its 200-day moving average is $63.59.

PayPal (NASDAQ:PYPL) last released its quarterly earnings results on Tuesday, February 3rd. The credit services provider reported $1.23 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.29 by ($0.06). PayPal had a net margin of 15.77% and a return on equity of 25.42%. The firm had revenue of $8.68 billion during the quarter, compared to the consensus estimate of $8.82 billion. During the same quarter last year, the firm earned $1.19 earnings per share. The business’s revenue for the quarter was up 4.0% compared to the same quarter last year. Equities research analysts expect that PayPal Holdings, Inc. will post 5.03 EPS for the current year.

PayPal Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, March 25th. Stockholders of record on Wednesday, March 4th will be given a $0.14 dividend. This represents a $0.56 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend is Wednesday, March 4th. PayPal’s payout ratio is presently 10.35%.

Analysts Set New Price Targets

A number of research firms have issued reports on PYPL. Cantor Fitzgerald cut their price objective on shares of PayPal from $60.00 to $42.00 and set a “neutral” rating for the company in a report on Monday. The Goldman Sachs Group cut their price target on PayPal from $64.00 to $41.00 and set a “sell” rating for the company in a research note on Wednesday, February 4th. Weiss Ratings restated a “hold (c)” rating on shares of PayPal in a research note on Thursday, January 22nd. HSBC cut PayPal from a “buy” rating to a “hold” rating and set a $47.00 price objective for the company. in a report on Wednesday, February 4th. Finally, Stephens reduced their target price on PayPal from $65.00 to $45.00 and set an “equal weight” rating on the stock in a report on Wednesday, February 4th. Ten investment 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, PayPal presently has an average rating of “Hold” and an average price target of $61.03.

PayPal News Summary

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: New CEO / strategy reset — Coverage highlights Enrique Lores being tapped to steady the company and a push into embedded payments that could justify a re‑rating if execution improves. Read More.
• Positive Sentiment: Value/short‑cover narratives — Several writeups argue PYPL is oversold after the sell‑off and could attract value buyers or short‑squeeze activity if fundamentals or execution signals recover. Read More.
• Neutral Sentiment: Daiwa trims target but stays neutral — Daiwa cut its PT to $42 and kept a neutral rating, moderating upside expectations without adding a fresh sell signal. Read More.
• Neutral Sentiment: Zacks / other trackers boosting visibility — PYPL shows up on trending/most‑watched lists, which raises trading volume and volatility but doesn’t change core fundamentals. Read More.
• Negative Sentiment: Q4 earnings and guidance shock — PayPal reported Q4 EPS and revenue below Street expectations, which triggered the initial sell‑off and underpins near‑term skepticism about growth and execution. Read More.
• Negative Sentiment: Analyst downgrades and steep PT cuts — Multiple firms cut targets and issued sell/neutral calls (Rothschild & Co Redburn cut to $32 with a sell, Truist to $39 sell, Bernstein to $45, etc.), reinforcing downside pressure. Read More.
• Negative Sentiment: Securities‑investigation headlines — Litigation firms (Kessler Topaz and others) announced probes into PayPal related to the timing of the CEO change and the earnings shock, adding legal risk and prolonging volatility. Read More.
• Negative Sentiment: Critical commentary from ex‑management — Former PayPal president David Marcus publicly criticized execution and urged urgency on fixes, which amplifies investor concerns about governance and turnaround timelines. Read More.
• Negative Sentiment: Insider selling — An EVP disclosed a sale of shares last week, which some investors interpret as a modest negative signal amid the broader uncertainty. Read More.

Institutional Investors Weigh In On PayPal

A number of large investors have recently modified their holdings of PYPL. Brighton Jones LLC grew its position in PayPal by 15.2% in the fourth quarter. Brighton Jones LLC now owns 6,989 shares of the credit services provider’s stock valued at $596,000 after acquiring an additional 924 shares during the last quarter. Revolve Wealth Partners LLC acquired a new stake in shares of PayPal in the 4th quarter valued at approximately $248,000. Sivia Capital Partners LLC grew its holdings in shares of PayPal by 41.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,470 shares of the credit services provider’s stock valued at $332,000 after purchasing an additional 1,310 shares during the last quarter. Callan Family Office LLC increased its position in PayPal by 184.6% during the 2nd quarter. Callan Family Office LLC now owns 28,481 shares of the credit services provider’s stock worth $2,117,000 after purchasing an additional 18,475 shares in the last quarter. Finally, Robertson Stephens Wealth Management LLC acquired a new position in PayPal during the 2nd quarter worth approximately $216,000. Institutional investors and hedge funds own 68.32% of the company’s stock.

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.