Susquehanna Cuts PayPal (NASDAQ:PYPL) Price Target to $63.00

PayPal (NASDAQ:PYPL) had its target price lowered by Susquehanna from $90.00 to $63.00 in a research note published on Wednesday morning, MarketBeat reports. The firm currently has a positive rating on the credit services provider’s stock.

A number of other research firms have also recently commented on PYPL. The Goldman Sachs Group lowered their target price on shares of PayPal from $64.00 to $41.00 and set a “sell” rating for the company in a research note on Wednesday. HSBC cut shares of PayPal from a “buy” rating to a “hold” rating and set a $47.00 price target for the company. in a report on Wednesday. Canaccord Genuity Group reissued a “hold” rating and set a $42.00 price objective (down from $100.00) on shares of PayPal in a report on Wednesday. Needham & Company LLC reissued a “hold” rating on shares of PayPal in a research report on Tuesday. Finally, Bank of America reaffirmed a “neutral” rating and set a $68.00 price target (down previously from $93.00) on shares of PayPal in a research report on Thursday, December 11th. 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. According to MarketBeat, the company has an average rating of “Hold” and an average price target of $64.28.

PayPal Stock Up 1.3%

PayPal stock opened at $40.42 on Wednesday. PayPal has a 1-year low of $38.88 and a 1-year high of $79.50. The business has a fifty day moving average price of $57.18 and a 200-day moving average price of $64.44. The company has a debt-to-equity ratio of 0.49, a current ratio of 1.29 and a quick ratio of 1.34. The stock has a market capitalization of $37.21 billion, a price-to-earnings ratio of 7.47, a PEG ratio of 0.77 and a beta of 1.43.

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

PayPal Dividend Announcement

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

Insider Buying and Selling

In related news, EVP Aaron Webster sold 9,282 shares of the firm’s stock in a transaction on Monday, November 10th. The shares were sold at an average price of $66.29, for a total transaction 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 trade represents a 20.64% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Suzan Kereere sold 4,162 shares of PayPal stock in a transaction 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 completion of the transaction, the insider directly owned 30,983 shares of the company’s stock, valued at $1,854,022.72. The trade was a 11.84% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.08% of the stock is owned by company insiders.

Hedge Funds Weigh In On PayPal

Several institutional investors and hedge funds have recently modified their holdings of the business. Hilltop National Bank acquired a new stake in PayPal in the second quarter valued at approximately $27,000. MUFG Securities EMEA plc raised its stake in shares of PayPal by 100.4% during the 2nd quarter. MUFG Securities EMEA plc now owns 385 shares of the credit services provider’s stock worth $29,000 after buying an additional 87,524 shares during the period. Cloud Capital Management LLC purchased a new position in shares of PayPal during the 3rd quarter valued at approximately $30,000. Kelleher Financial Advisors acquired a new stake in PayPal in the 3rd quarter valued at $30,000. Finally, Torren Management LLC purchased a new stake in PayPal in the 4th quarter worth $31,000. Hedge funds and other institutional investors own 68.32% of the company’s stock.

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.

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.