Recent Investment Analysts’ Ratings Changes for PayPal (PYPL)

PayPal (NASDAQ: PYPL) recently received a number of ratings updates from brokerages and research firms:

• 12/12/2025 – PayPal had its “neutral” rating reaffirmed by analysts at Robert W. Baird. They now have a $66.00 price target on the stock, down previously from $83.00.
• 12/12/2025 – PayPal was downgraded by analysts at Baird R W from a “strong-buy” rating to a “hold” rating.
• 12/11/2025 – PayPal had its “neutral” rating reaffirmed by analysts at Bank of America Corporation. They now have a $68.00 price target on the stock, down previously from $93.00.
• 12/9/2025 – PayPal had its price target lowered by analysts at Wells Fargo & Company from $74.00 to $67.00. They now have an “equal weight” rating on the stock.
• 12/9/2025 – PayPal had its price target lowered by analysts at Compass Point from $66.00 to $56.00. They now have a “sell” rating on the stock.
• 12/8/2025 – PayPal had its price target lowered by analysts at Evercore ISI from $75.00 to $65.00. They now have an “in-line” rating on the stock.
• 12/6/2025 – PayPal was downgraded by analysts at Wall Street Zen from a “buy” rating to a “hold” rating.
• 12/5/2025 – PayPal had its price target lowered by analysts at Deutsche Bank Aktiengesellschaft from $75.00 to $65.00. They now have a “hold” rating on the stock.
• 12/4/2025 – PayPal had its “neutral” rating reaffirmed by analysts at JPMorgan Chase & Co.. They now have a $70.00 price target on the stock, down previously from $85.00.
• 12/2/2025 – PayPal had its price target lowered by analysts at BNP Paribas Exane from $71.00 to $69.00. They now have a “neutral” rating on the stock.
• 11/25/2025 – PayPal had its price target lowered by analysts at President Capital from $91.00 to $80.00. They now have a “buy” rating on the stock.
• 11/24/2025 – PayPal had its price target lowered by analysts at Jefferies Financial Group Inc. from $75.00 to $60.00. They now have a “hold” rating on the stock.
• 11/13/2025 – PayPal had its price target lowered by analysts at Dbs Bank from $75.00 to $70.00. They now have a “hold” rating on the stock.
• 11/10/2025 – PayPal had its price target lowered by analysts at KGI Securities from $85.00 to $80.00.
• 11/4/2025 – PayPal had its price target raised by analysts at Truist Financial Corporation from $65.00 to $66.00. They now have a “sell” rating on the stock.
• 11/1/2025 – PayPal was upgraded by analysts at Wall Street Zen from a “hold” rating to a “buy” rating.
• 10/30/2025 – PayPal was given a new $84.00 price target on by analysts at Mizuho.
• 10/29/2025 – PayPal had its “mixed” rating reaffirmed by analysts at Cowen Inc.
• 10/29/2025 – PayPal had its price target raised by analysts at Keefe, Bruyette & Woods from $85.00 to $90.00. They now have an “outperform” rating on the stock.
• 10/29/2025 – PayPal had its “sell” rating reaffirmed by analysts at Compass Point. They now have a $66.00 price target on the stock.
• 10/29/2025 – PayPal had its “negative” rating reaffirmed by analysts at Morgan Stanley.
• 10/29/2025 – PayPal had its price target raised by analysts at Canaccord Genuity Group Inc. from $96.00 to $100.00. They now have a “buy” rating on the stock.
• 10/29/2025 – PayPal was given a new $74.00 price target on by analysts at Morgan Stanley.
• 10/29/2025 – PayPal was given a new $83.00 price target on by analysts at Robert W. Baird.
• 10/29/2025 – PayPal had its price target raised by analysts at UBS Group AG from $75.00 to $80.00. They now have a “neutral” rating on the stock.
• 10/29/2025 – PayPal had its price target raised by analysts at TD Cowen from $75.00 to $80.00. They now have a “hold” rating on the stock.
• 10/29/2025 – PayPal had its price target raised by analysts at The Goldman Sachs Group, Inc. from $70.00 to $72.00. They now have a “sell” rating on the stock.
• 10/29/2025 – PayPal had its price target raised by analysts at BNP Paribas Exane from $69.00 to $71.00. They now have a “neutral” rating on the stock.
• 10/29/2025 – PayPal had its price target raised by analysts at HSBC Holdings plc from $86.00 to $93.00. They now have a “buy” rating on the stock.
• 10/29/2025 – PayPal had its price target raised by analysts at Jefferies Financial Group Inc. from $70.00 to $75.00. They now have a “hold” rating on the stock.
• 10/29/2025 – PayPal had its price target raised by analysts at Macquarie from $95.00 to $100.00. They now have an “outperform” rating on the stock.
• 10/29/2025 – PayPal had its price target raised by analysts at Argus from $81.00 to $87.00. They now have a “buy” rating on the stock.
• 10/28/2025 – PayPal had its “hold” rating reaffirmed by analysts at Needham & Company LLC.
• 10/28/2025 – PayPal had its price target raised by analysts at Royal Bank Of Canada from $88.00 to $91.00. They now have an “outperform” rating on the stock.
• 10/24/2025 – PayPal was given a new $65.00 price target on by analysts at Truist Financial Corporation.
• 10/23/2025 – PayPal was upgraded by analysts at Citigroup Inc. to a “hold” rating.
• 10/22/2025 – PayPal was upgraded by analysts at Wells Fargo & Company to a “hold” rating.
• 10/22/2025 – PayPal is now covered by analysts at Citigroup Inc.. They set a “neutral” rating and a $78.00 price target on the stock.
• 10/22/2025 – PayPal had its “hold” rating reaffirmed by analysts at KeyCorp.
• 10/21/2025 – PayPal is now covered by analysts at Wells Fargo & Company. They set an “equal weight” rating and a $74.00 price target on the stock.
• 10/21/2025 – PayPal had its price target lowered by analysts at Sanford C. Bernstein from $85.00 to $76.00.

PayPal Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, December 10th. Shareholders of record on Wednesday, November 19th were issued a dividend of $0.14 per share. This represents a $0.56 annualized dividend and a yield of 0.9%. The ex-dividend date was Wednesday, November 19th. PayPal’s dividend payout ratio (DPR) is presently 11.22%.

Insider Transactions at PayPal

In related news, CAO Chris Natali sold 1,374 shares of PayPal stock in a transaction dated Thursday, October 30th. The stock was sold at an average price of $69.13, for a total value of $94,984.62. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Aaron Webster sold 9,282 shares of the stock in a transaction dated Monday, November 10th. The stock was sold at an average price of $66.29, for a total transaction of $615,303.78. Following the transaction, the executive vice president owned 35,699 shares in the company, valued at approximately $2,366,486.71. The trade was a 20.64% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 36,156 shares of company stock valued at $2,432,524. Company insiders own 0.08% of the company’s stock.

PayPal Holdings, Inc operates a technology platform that enables digital payments on behalf of merchants and consumers worldwide. It operates a two-sided network at scale that connects merchants and consumers that enables its customers to connect, transact, and send and receive payments through online and in person, as well as transfer and withdraw funds using various funding sources, such as bank accounts, PayPal or Venmo account balance, PayPal and Venmo branded credit products comprising its installment products, credit and debit cards, and cryptocurrencies, as well as other stored value products, including gift cards and eligible rewards.