PayPal (NASDAQ:PYPL) CAO Chris Natali Sells 1,213 Shares

PayPal Holdings, Inc. (NASDAQ:PYPL) CAO Chris Natali sold 1,213 shares of the business’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $40.49, for a total transaction of $49,114.37. Following the sale, the chief accounting officer directly owned 404 shares of the company’s stock, valued at approximately $16,357.96. This represents a 75.02% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website.

PayPal Stock Performance

Shares of PYPL stock opened at $41.45 on Thursday. The company has a quick ratio of 1.29, a current ratio of 1.29 and a debt-to-equity ratio of 0.49. The business has a 50 day moving average of $53.80 and a two-hundred day moving average of $62.52. The company has a market cap of $38.16 billion, a P/E ratio of 7.66, a PEG ratio of 1.06 and a beta of 1.43. PayPal Holdings, Inc. has a 52 week low of $38.46 and a 52 week high of $79.50.

PayPal (NASDAQ:PYPL) last announced 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). The company had revenue of $8.68 billion during the quarter, compared to the consensus estimate of $8.82 billion. PayPal had a return on equity of 25.42% and a net margin of 15.77%.The company’s revenue for the quarter was up 4.0% on a year-over-year basis. During the same period last year, the business posted $1.19 EPS. As a group, analysts anticipate that PayPal Holdings, Inc. will post 5.03 EPS for the current year.

PayPal Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, March 25th. Stockholders of record on Wednesday, March 4th will be given a dividend of $0.14 per share. The ex-dividend date is Wednesday, March 4th. This represents a $0.56 annualized dividend and a dividend yield of 1.4%. PayPal’s dividend payout ratio is currently 10.35%.

Wall Street Analyst Weigh In

PYPL has been the topic of several analyst reports. Compass Point upgraded shares of PayPal from a “sell” rating to a “neutral” rating and set a $51.00 price target on the stock in a research note on Wednesday, February 4th. Bank of America reissued a “neutral” rating and issued a $68.00 price objective (down from $93.00) on shares of PayPal in a report on Thursday, December 11th. Deutsche Bank Aktiengesellschaft cut their target price on PayPal from $75.00 to $65.00 and set a “hold” rating on the stock in a research note on Friday, December 5th. Evercore lowered their price target on PayPal from $65.00 to $40.00 and set an “in-line” rating on the stock in a report on Tuesday, February 3rd. Finally, Cantor Fitzgerald cut their price objective on shares of PayPal from $60.00 to $42.00 and set a “neutral” rating on the stock in a research note on Monday, February 9th. Nine analysts have rated the stock with a Buy rating, thirty have issued a Hold rating and five have assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $61.03.

PayPal News Summary

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Valuation/contrarian case — Analysts and commentary note PYPL’s P/E is near decade lows, arguing the stock may be deeply discounted for a profitable, cash‑generating payments business; this frames a potential value‑buy scenario for long‑term investors. PayPal’s P/E Is Its Lowest in Over a Decade – Too Good to Ignore?
• Positive Sentiment: Buy-side contrarian views — Several independent analysts and Seeking Alpha pieces maintain that PYPL is “mispriced” or remains a buy at reduced targets, citing diversified product streams (Venmo, BNPL, PSP) and low valuation multiples as upside catalysts. PayPal: Despite Uncertainty, Stock Remains A Buy
• Neutral Sentiment: Mixed commentary on sell‑off — Industry pieces (Fool, MarketBeat) debate whether the recent ~20% sell‑off is an opportunity or reflects structural headwinds; view is split between value hunters and those worried about secular pressure. Bear Market Sell-Off: Is PayPal Stock a Buy After Its 20% Plunge?
• Neutral Sentiment: Partnership noise — A small merchant/partner (OLB) announced integration with PayPal, driving micro‑cap moves in that partner; limited direct impact on PayPal’s fundamentals but highlights ecosystem demand. OLB Group Stock Skyrockets On PayPal Partnership
• Negative Sentiment: Mass of securities‑litigation filings and investor alerts — Multiple law firms have announced class actions and investigations alleging misstatements around growth and guidance for a roughly one‑year class period; this increases legal risk, potential costs and near‑term uncertainty. PYPL Investors Have Opportunity to Lead PayPal Holdings, Inc. Securities Fraud Lawsuit with the Schall Law Firm
• Negative Sentiment: Analyst downgrade / estimate cuts — Truist recently cut estimates and lowered its PT to $39 (Sell), citing slower volume and take‑rate compression; that reduces near‑term sentiment and raises the bar for positive catalysts. Truist Lowers PayPal (PYPL) Estimates Due to Slower Volume, Take Rate Compression
• Negative Sentiment: Insider selling and leadership turnover — PayPal disclosed a sizable CAO share sale and announced a CEO exit/transition; insider selling and management change amid weak results amplify execution risk in the near term. Insider sale SEC filing
• Negative Sentiment: Competitive pressure narrative — Commentators (including Jim Cramer coverage) point to rising competition from Apple Pay, Stripe, etc., pressuring branded checkout and margins—key headwind for revenue growth and take rates. PayPal (PYPL) is Facing Stiff Competition From Apple, Believes Jim Cramer

Institutional Investors Weigh In On PayPal

Institutional investors and hedge funds have recently bought and sold shares of the business. Vanguard Group Inc. grew its position in PayPal by 6.5% in 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 boosted its stake in shares of PayPal by 2.3% during the 3rd quarter. Capital Research Global Investors now owns 27,953,803 shares of the credit services provider’s stock worth $1,874,637,000 after acquiring an additional 636,441 shares in the last quarter. Norges Bank acquired a new position in shares of PayPal in the 4th quarter worth $949,758,000. Artisan Partners Limited Partnership grew its holdings in shares of PayPal by 1.6% in the 2nd quarter. Artisan Partners Limited Partnership now owns 11,992,031 shares of the credit services provider’s stock worth $891,248,000 after acquiring an additional 184,014 shares during the last quarter. Finally, Invesco Ltd. raised its position in shares of PayPal by 10.9% during the third quarter. Invesco Ltd. now owns 11,131,949 shares of the credit services provider’s stock worth $746,508,000 after purchasing an additional 1,093,365 shares during the period. 68.32% of the stock is 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.