PayPal (NASDAQ:PYPL) Price Target Lowered to $32.00 at Rothschild & Co Redburn

PayPal (NASDAQ:PYPL) had its price target cut by Rothschild & Co Redburn from $50.00 to $32.00 in a research note released on Wednesday morning,MarketScreener reports. The firm currently has a sell rating on the credit services provider’s stock.

A number of other equities research analysts have also issued reports on the company. Macquarie Infrastructure increased their price target on PayPal from $95.00 to $100.00 and gave the company an “outperform” rating in a research report on Wednesday, October 29th. Piper Sandler reduced their target price on shares of PayPal from $76.00 to $74.00 and set a “neutral” rating on the stock in a report on Wednesday, January 14th. Compass Point upgraded shares of PayPal from a “sell” rating to a “neutral” rating and set a $51.00 price target for the company in a report on Wednesday, February 4th. Truist Financial reduced their price objective on shares of PayPal from $58.00 to $39.00 and set a “sell” rating on the stock in a report on Tuesday. Finally, Daiwa Securities Group decreased their price objective on shares of PayPal from $61.00 to $42.00 and set a “neutral” rating for the company in a research report on Tuesday. Ten 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. According to MarketBeat, PayPal currently has an average rating of “Hold” and a consensus target price of $61.03.

PayPal Stock Down 1.6%

Shares of PYPL stock traded down $0.66 during trading on Wednesday, reaching $39.80. The company’s stock had a trading volume of 4,454,674 shares, compared to its average volume of 23,787,367. The company has a debt-to-equity ratio of 0.49, a current ratio of 1.29 and a quick ratio of 1.29. The company has a market capitalization of $36.65 billion, a price-to-earnings ratio of 7.40, a P/E/G ratio of 1.07 and a beta of 1.43. The stock’s 50-day moving average price is $55.91 and its 200 day moving average price is $63.59. PayPal has a 1-year low of $38.88 and a 1-year high of $79.50.

PayPal (NASDAQ:PYPL) last issued its quarterly earnings results on Tuesday, February 3rd. The credit services provider reported $1.23 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 business had revenue of $8.68 billion during the quarter, compared to analysts’ expectations of $8.82 billion. During the same period in the prior year, the business earned $1.19 EPS. The business’s quarterly revenue was up 4.0% on a year-over-year basis. On average, research analysts anticipate that PayPal will post 5.03 EPS for the current year.

PayPal Dividend Announcement

The company 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 dividend of $0.14 per share. The ex-dividend date is Wednesday, March 4th. This represents a $0.56 dividend on an annualized basis and a dividend yield of 1.4%. PayPal’s payout ratio is 10.35%.

Insider Transactions at PayPal

In related news, insider Suzan Kereere sold 4,162 shares of the firm’s stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $59.84, for a total transaction of $249,054.08. Following the transaction, the insider owned 30,983 shares in the company, valued at $1,854,022.72. This trade represents a 11.84% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Frank Keller sold 3,478 shares of the business’s stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $40.20, for a total value of $139,815.60. Following the completion of the sale, the executive vice president owned 51,567 shares of the company’s stock, valued at approximately $2,072,993.40. This represents a 6.32% decrease in their position. The SEC filing for this sale provides additional information. 0.08% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On PayPal

Several hedge funds have recently made changes to their positions in the business. MUFG Securities EMEA plc lifted its position in 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 acquiring an additional 87,524 shares during the period. Kelleher Financial Advisors purchased a new stake in shares of PayPal during the third quarter worth approximately $30,000. Cloud Capital Management LLC acquired a new stake in shares of PayPal during the third quarter worth $30,000. VSM Wealth Advisory LLC purchased a new position in PayPal in the 2nd quarter valued at $36,000. Finally, Total Investment Management Inc. purchased a new position in PayPal in the 2nd quarter valued at $38,000. Institutional investors and hedge funds own 68.32% of the company’s stock.

Trending Headlines about PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: New CEO and strategic pivot — PayPal tapped Enrique Lores and is emphasizing embedded payments and automotive use cases; this repositioning is cited as a potential catalyst to unlock long‑term value if execution improves. PayPal Shifts Gears With New CEO And Automotive Payments Push
• Neutral Sentiment: Daiwa cut its price target to $42 but kept a neutral rating, signaling mixed analyst views that the stock may be fairly valued near current levels absent clearer execution improvements. Daiwa Securities Adjusts Price Target on PayPal
• Neutral Sentiment: Public criticism from former execs (e.g., David Marcus) highlights governance and strategy debates but is commentary rather than a direct operational driver. David Marcus on Crypto and PayPal
• Negative Sentiment: Analyst downgrades and price‑target cuts accelerated after the February 3 earnings miss (Q4 EPS $1.23 vs $1.29 est.; revenue $8.68B vs $8.82B), amplifying near‑term pessimism. Rothschild & Co Redburn lowered its PT to $32 and kept a sell rating. Rothschild & Co Redburn Adjusts Price Target on PayPal
• Negative Sentiment: Major sell/negative research calls — Truist cut its PT to $39 and issued a sell; Cantor Fitzgerald also published a pessimistic forecast, putting more pressure on sentiment. Truist Price Target Lowered Cantor Fitzgerald Forecast
• Negative Sentiment: Zacks added PYPL to its Rank #5 (Strong Sell) list, which can increase selling pressure from momentum‑focused funds. Zacks Rank #5 Addition
• Negative Sentiment: Investor litigation probe — Kessler Topaz and other firms have launched investigations into the company following the surprise CEO change and earnings issues, raising legal/disciplinary tail‑risk concerns. Kessler Topaz Investigation Alert
• Negative Sentiment: Analyst commentary and think‑pieces (e.g., Seeking Alpha) frame PayPal’s moat as eroding and flag the firm’s limited time to fix execution — reinforcing the market’s shorter‑term skepticism. Seeking Alpha on Q4 and CEO Transition

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.