PayPal Holdings, Inc. (NASDAQ:PYPL – Get Free Report)’s share price traded down 1.4% during trading on Monday . The stock traded as low as $49.40 and last traded at $49.77. 7,965,902 shares were traded during trading, a decline of 63% from the average session volume of 21,487,928 shares. The stock had previously closed at $50.48.
Key PayPal News
Here are the key news stories impacting PayPal this week:
- Positive Sentiment: PayPal launched PayPal Ads ID, a deterministic advertising identifier built from verified PayPal and Venmo relationships — a potential new revenue stream that can improve ad targeting, lift CPMs and make PayPal a more valuable partner to advertisers and ad tech platforms. PayPal Brings New Commerce-Grade Identity Solution to Advertising Industry
- Positive Sentiment: PayPal expanded consumer reach via partnerships (e.g., NFL peer-to-peer deal) and continued Venmo integration — moves that can increase transaction volume, user engagement and cross-sell opportunities for payments and ads. Is PayPal’s New NFL Peer‑to‑Peer Deal Reshaping The Investment Case For PayPal Holdings (PYPL)?
- Neutral Sentiment: Minor adoption signal: the U.S. Treasury accepting Venmo donations highlights continuing mainstream use of PayPal/Venmo rails, but this is unlikely to move material revenue short‑term. US Treasury Adds Venmo for Debt Donations as Strategic Bitcoin Reserve Bill Stalls
- Negative Sentiment: Legislative risk: H.R. 8395 (PACE Act) would impose registration, reserve and capital-like requirements on payment providers (explicitly calls out PYPL), potentially raising compliance costs and capital needs if enacted. Investors will watch regulatory progress closely. New Bill: Representative Young Kim introduces H.R. 8395: Payments Access and Consumer Efficiency Act of 2026
- Negative Sentiment: Negative investor sentiment and valuation pressure: recent analyst pieces note PYPL’s 6‑month slide and debate whether to “buy the dip,” contributing to selling pressure and volatility. PYPL Shares Slide 31.4% in 6 Months: Should You Buy the Dip or Sell?
Wall Street Analyst Weigh In
Several equities analysts have recently commented on the company. Cantor Fitzgerald restated a “neutral” rating and set a $54.00 price target on shares of PayPal in a research note on Tuesday, April 21st. Bank of America raised their price target on PayPal from $48.00 to $55.00 and gave the company a “neutral” rating in a research note on Tuesday, April 21st. Morgan Stanley cut their price target on PayPal from $50.00 to $34.00 and set an “underweight” rating on the stock in a research note on Wednesday, February 4th. Jefferies Financial Group restated a “hold” rating on shares of PayPal in a research note on Wednesday, January 7th. Finally, Evercore cut their price target on PayPal from $65.00 to $40.00 and set an “in-line” rating on the stock in a research note on Tuesday, February 3rd. Seven analysts have rated the stock with a Buy rating, thirty-three have assigned a Hold rating and five have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $56.55.
PayPal Trading Down 1.4%
The company has a market capitalization of $44.78 billion, a price-to-earnings ratio of 9.20, a P/E/G ratio of 1.45 and a beta of 1.40. 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 company’s 50 day simple moving average is $45.91 and its two-hundred day simple moving average is $55.01.
PayPal (NASDAQ:PYPL – Get Free Report) 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). The firm had revenue of $8.68 billion during the quarter, compared to analyst estimates of $8.82 billion. PayPal had a net margin of 15.77% and a return on equity of 25.42%. PayPal’s revenue was up 4.0% on a year-over-year basis. During the same quarter last year, the business earned $1.19 earnings per share. As a group, research analysts anticipate that PayPal Holdings, Inc. will post 5.32 earnings per share for the current fiscal year.
PayPal Dividend Announcement
The company also recently announced a quarterly dividend, which was paid on Wednesday, March 25th. Shareholders of record on Wednesday, March 4th were paid a $0.14 dividend. This represents a $0.56 annualized dividend and a yield of 1.1%. The ex-dividend date was Wednesday, March 4th. PayPal’s dividend payout ratio (DPR) is 10.35%.
Insider Buying and Selling at PayPal
In other news, insider Suzan Kereere sold 13,515 shares of the business’s stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $46.02, for a total transaction of $621,960.30. Following the sale, the insider owned 30,983 shares in the company, valued at approximately $1,425,837.66. The trade was a 30.37% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Frank Keller sold 29,581 shares of the business’s stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $46.02, for a total value of $1,361,317.62. Following the sale, the executive vice president owned 51,567 shares in the company, valued at $2,373,113.34. The trade was a 36.45% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 87,608 shares of company stock worth $3,831,535 over the last three months. Corporate insiders own 0.63% of the company’s stock.
Institutional Investors Weigh In On PayPal
A number of large investors have recently modified their holdings of PYPL. Brighton Jones LLC grew its stake in shares of PayPal by 15.2% during the fourth quarter. Brighton Jones LLC now owns 6,989 shares of the credit services provider’s stock worth $596,000 after acquiring an additional 924 shares during the last quarter. Revolve Wealth Partners LLC purchased a new stake in shares of PayPal during the fourth quarter worth about $248,000. Sivia Capital Partners LLC grew its stake in shares of PayPal by 41.5% during the second quarter. Sivia Capital Partners LLC now owns 4,470 shares of the credit services provider’s stock worth $332,000 after acquiring an additional 1,310 shares during the last quarter. United Bank grew its stake in shares of PayPal by 40.1% during the second quarter. United Bank now owns 17,388 shares of the credit services provider’s stock worth $1,292,000 after acquiring an additional 4,974 shares during the last quarter. Finally, Federated Hermes Inc. grew its stake in shares of PayPal by 17.9% during the second quarter. Federated Hermes Inc. now owns 18,909 shares of the credit services provider’s stock worth $1,405,000 after acquiring an additional 2,865 shares during the last quarter. Hedge funds and other institutional investors 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.
Further Reading
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