PayPal (NASDAQ:PYPL – Free Report) had its target price upped by JPMorgan Chase & Co. from $46.00 to $65.00 in a report published on Wednesday,Benzinga reports. They currently have a neutral rating on the credit services provider’s stock.
A number of other equities analysts have also issued reports on PYPL. Robert W. Baird upped their target price on PayPal from $50.00 to $57.00 and gave the company a “neutral” rating in a research report on Wednesday. UBS Group set a $45.00 price target on shares of PayPal in a research report on Wednesday. William Blair restated a “market perform” rating on shares of PayPal in a research note on Wednesday, July 15th. HSBC began coverage on shares of PayPal in a report on Friday, July 24th. They issued a “buy” rating on the stock. Finally, BTIG Research reiterated a “neutral” rating on shares of PayPal in a research note on Wednesday, July 15th. Nine research analysts have rated the stock with a Buy rating, thirty-four have given a Hold rating and four have assigned a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $55.50.
Get Our Latest Stock Report on PayPal
PayPal Stock Performance
PayPal (NASDAQ:PYPL – Get Free Report) last announced its earnings results on Tuesday, July 28th. The credit services provider reported $1.38 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.28 by $0.10. The business had revenue of $8.68 billion for the quarter, compared to analyst estimates of $8.47 billion. PayPal had a return on equity of 24.39% and a net margin of 14.36%.The company’s revenue for the quarter was up 4.8% compared to the same quarter last year. During the same period in the previous year, the company earned $1.40 earnings per share. On average, research analysts expect that PayPal will post 5.35 earnings per share for the current fiscal year.
PayPal Announces Dividend
The company also recently declared a quarterly dividend, which will be paid on Friday, September 25th. Stockholders of record on Friday, September 4th will be issued a dividend of $0.14 per share. The ex-dividend date of this dividend is Friday, September 4th. This represents a $0.56 annualized dividend and a dividend yield of 1.0%. PayPal’s payout ratio is 10.59%.
Insider Transactions at PayPal
In other PayPal news, insider Suzan Kereere sold 3,379 shares of the business’s stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $42.79, for a total transaction of $144,587.41. Following the completion of the transaction, the insider directly owned 30,983 shares of the company’s stock, valued at $1,325,762.57. The trade was a 9.83% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Chris Natali sold 1,337 shares of the company’s stock in a transaction dated Wednesday, July 29th. The stock was sold at an average price of $58.10, for a total transaction of $77,679.70. Following the completion of the transaction, the chief accounting officer owned 2,216 shares of the company’s stock, valued at approximately $128,749.60. This trade represents a 37.63% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 10,612 shares of company stock worth $484,534. Insiders own 0.63% of the company’s stock.
Hedge Funds Weigh In On PayPal
A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. Vanguard Group Inc. raised its position in shares of PayPal by 6.5% during the 4th 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 in the last quarter. Rule One Partners LLC bought a new position in shares of PayPal in the fourth quarter valued at approximately $2,043,000. Step Capital Management Pte. Ltd. acquired a new position in shares of PayPal during the fourth quarter valued at approximately $6,130,000. Swiss National Bank increased its stake in shares of PayPal by 4.9% during the first quarter. Swiss National Bank now owns 2,608,600 shares of the credit services provider’s stock valued at $117,987,000 after acquiring an additional 121,400 shares during the period. Finally, Easterly Investment Partners LLC increased its stake in shares of PayPal by 705.2% during the fourth quarter. Easterly Investment Partners LLC now owns 100,651 shares of the credit services provider’s stock valued at $5,876,000 after acquiring an additional 88,151 shares during the period. 68.32% of the stock is owned by institutional investors.
Trending Headlines about PayPal
Here are the key news stories impacting PayPal this week:
- Positive Sentiment: PayPal’s second-quarter results exceeded expectations, with adjusted earnings per share of $1.38 versus the $1.28 consensus and revenue of $8.68 billion versus $8.47 billion expected. Management also raised its full-year outlook, citing improving branded checkout, Venmo expansion and cost savings. PayPal Shares Pause as Raised Guidance Validates Turnaround Narrative
- Positive Sentiment: Several analysts raised their price targets following the earnings report, including JPMorgan, TD Cowen, Citigroup and Keefe, Bruyette & Woods. The targets—ranging from the mid-$50s to $70—suggest some analysts see additional upside if PayPal sustains its operational improvements. JPMorgan Analyst Says PayPal Stock Could Rise
- Positive Sentiment: Value-focused commentary highlights PYPL’s relatively low earnings multiple, arguing that the valuation could provide support if the company converts its stronger guidance into consistent growth. PayPal: A Steal At Less Than 10x Earnings
- Neutral Sentiment: Analyst opinion remains mixed. Canaccord Genuity maintained a hold rating, while Wells Fargo increased its target to $56 but kept an equal-weight rating. The broader brokerage consensus remains “hold,” reflecting improved results but limited confidence in PayPal’s longer-term growth trajectory. Canaccord Gives PayPal a Hold Rating
- Neutral Sentiment: Speculation about takeover interest, including a reported bid involving Stripe and Advent International, could support valuation, but no transaction is confirmed and investors remain focused on PayPal’s standalone turnaround. Is Takeout Target PayPal a Buy?
- Negative Sentiment: Bearish analysis says PayPal’s substantial share-repurchase program has not translated into sustained stock-price gains, underscoring skepticism about capital allocation and the company’s growth prospects. PayPal’s $17 Billion Bet Against Wall Street
- Negative Sentiment: Investors continue to monitor margin pressure, branded-checkout execution and PayPal’s slower growth relative to major payments peers. Two insiders also sold shares under pre-arranged Rule 10b5-1 plans; the sales are relatively small but may add modest near-term caution. PayPal Insider Selling
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.
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