Insider Selling: PayPal (NASDAQ:PYPL) Insider Sells 10,732 Shares of Stock

PayPal Holdings, Inc. (NASDAQ:PYPL) insider Frank Keller sold 10,732 shares of the stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $49.96, for a total transaction of $536,170.72. Following the sale, the insider owned 41,567 shares in the company, valued at approximately $2,076,687.32. This trade represents a 20.52% 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 link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Frank Keller also recently made the following trade(s):

• On Tuesday, March 3rd, Frank Keller sold 29,581 shares of PayPal stock. The shares were sold at an average price of $46.02, for a total transaction of $1,361,317.62.
• On Friday, February 6th, Frank Keller sold 3,478 shares of PayPal stock. The shares were sold at an average price of $40.20, for a total transaction of $139,815.60.

PayPal Stock Down 1.6%

PYPL stock traded down $0.80 during midday trading on Thursday, hitting $50.14. The company’s stock had a trading volume of 12,506,320 shares, compared to its average volume of 21,199,709. The company has a quick ratio of 1.29, a current ratio of 1.29 and a debt-to-equity ratio of 0.49. PayPal Holdings, Inc. has a 52-week low of $38.46 and a 52-week high of $79.50. The firm has a market capitalization of $45.11 billion, a P/E ratio of 9.27, a PEG ratio of 1.43 and a beta of 1.40. The firm has a 50-day simple moving average of $46.46 and a 200-day simple moving average of $54.66.

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. As a group, equities analysts forecast that PayPal Holdings, Inc. will post 5.32 EPS for the current year.

PayPal Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, March 25th. Investors of record on Wednesday, March 4th were paid a dividend of $0.14 per share. This represents a $0.56 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date was Wednesday, March 4th. PayPal’s dividend payout ratio is presently 10.35%.

Analysts Set New Price Targets

A number of equities research analysts have commented on PYPL shares. Wall Street Zen downgraded shares of PayPal from a “buy” rating to a “hold” rating in a research report on Sunday, January 18th. Weiss Ratings reiterated a “hold (c)” rating on shares of PayPal in a research note on Thursday, January 22nd. TD Cowen reissued a “hold” rating on shares of PayPal in a report on Tuesday, February 3rd. Monness Crespi & Hardt cut PayPal from a “buy” rating to a “neutral” rating in a research note on Monday, January 5th. Finally, Stephens decreased their price target on PayPal from $65.00 to $45.00 and set an “equal weight” rating for the company in a report on Wednesday, February 4th. Seven investment analysts have rated the stock with a Buy rating, thirty-three have issued a Hold rating and five have given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $56.55.

More PayPal News

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Management announced a strategic reorganization that creates three operating units and makes Venmo a standalone reporting segment — a move designed to increase transparency, accelerate decision‑making and unlock value (including potential partnerships or a sale). This is being viewed as a structural positive for long‑term value realization. PayPal Announces Strategic Reorganization
• Positive Sentiment: Market reports tied to the restructuring specifically noting Venmo as a standalone unit lifted sentiment briefly because Venmo (near 100M users) is seen as PayPal’s most acquirable and highest‑growth asset. PayPal gains on Venmo standalone report
• Positive Sentiment: Commercial partnerships continue: BigCommerce is integrating PayPal’s Store Sync (AI‑enabled commerce/connectivity), supporting merchant adoption of PayPal checkout tools and product discovery — a potential driver of merchant revenue over time. Commerce Announces Integration of PayPal’s Store Sync
• Neutral Sentiment: Investors are awaiting detailed Q1 metrics — a “countdown” to Q1 earnings piece highlights that analysts are focused not just on top/bottom line but on user engagement, TPV, margins and Venmo monetization; results and guidance will likely drive the next leg of the move. Countdown to PayPal Q1 Earnings
• Neutral Sentiment: Official PR and multiple outlets (WSJ/Reuters/CNBC) detail the reorg and leadership shifts; transparency is improving but timeline and KPIs for the new structure remain unclear. WSJ: PayPal to Reorganize
• Negative Sentiment: Analyst sentiment remains cautious: several coverage notes flag PayPal’s year‑to‑date underperformance and emphasize execution risk — investors may be trimming positions until Q1 results show improved momentum. Are Wall Street Analysts Predicting PYPL Will Climb or Sink?
• Negative Sentiment: Near‑term earnings/earnings‑quality concerns persist after recent quarters where PayPal missed or underwhelmed on revenue/metrics; until the new operating model shows clearer results, that uncertainty can pressure the stock.

Institutional Investors Weigh In On PayPal

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Vanguard Group Inc. raised its stake in 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 acquiring an additional 5,534,462 shares in the last quarter. Capital Research Global Investors raised its stake in PayPal by 2.3% during the 3rd quarter. Capital Research Global Investors now owns 27,953,803 shares of the credit services provider’s stock worth $1,874,637,000 after acquiring an additional 636,441 shares in the last quarter. Norges Bank acquired a new stake in PayPal during the 4th quarter worth $949,758,000. Invesco Ltd. raised its stake in PayPal by 9.7% during the 4th quarter. Invesco Ltd. now owns 12,215,792 shares of the credit services provider’s stock worth $713,158,000 after acquiring an additional 1,083,843 shares in the last quarter. Finally, Dimensional Fund Advisors LP grew its stake in PayPal by 7.7% during the 4th quarter. Dimensional Fund Advisors LP now owns 8,803,241 shares of the credit services provider’s stock worth $513,966,000 after buying an additional 625,705 shares during the last quarter. 68.32% of the stock is currently owned by institutional investors and hedge funds.

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.