PayPal (NASDAQ:PYPL) Shares Unloaded Rep. Nancy Pelosi

Representative Nancy Pelosi (D-California) recently sold shares of PayPal Holdings, Inc. (NASDAQ:PYPL). In a filing disclosed on January 23rd, the Representative disclosed that they had sold between $250,001 and $500,000 in PayPal stock on December 30th.

Representative Nancy Pelosi also recently made the following trade(s):

• Purchased $250,001 – $500,000 in shares of NVIDIA (NASDAQ:NVDA) on 1/16/2026.
• Purchased $500,001 – $1,000,000 in shares of Amazon.com (NASDAQ:AMZN) on 1/16/2026.
• Purchased $500,001 – $1,000,000 in shares of Alphabet (NASDAQ:GOOGL) on 1/16/2026.
• Purchased $100,001 – $250,000 in shares of Vistra (NYSE:VST) on 1/16/2026.
• Sold $5,000,001 – $25,000,000 in shares of Apple (NASDAQ:AAPL) on 12/30/2025.
• Sold $1,000,001 – $5,000,000 in shares of Walt Disney (NYSE:DIS) on 12/30/2025.
• Sold $1,000,001 – $5,000,000 in shares of Alphabet (NASDAQ:GOOGL) on 12/30/2025.
• Sold $5,000,001 – $25,000,000 in shares of Apple (NASDAQ:AAPL) on 12/24/2025.
• Sold $1,000,001 – $5,000,000 in shares of Amazon.com (NASDAQ:AMZN) on 12/24/2025.
• Sold $1,000,001 – $5,000,000 in shares of NVIDIA (NASDAQ:NVDA) on 12/24/2025.

PayPal Trading Down 0.8%

Shares of PYPL traded down $0.42 during mid-day trading on Friday, reaching $52.69. 18,571,528 shares of the company were exchanged, compared to its average volume of 14,677,574. The business has a 50 day simple moving average of $59.03 and a two-hundred day simple moving average of $65.45. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.34 and a current ratio of 1.34. The stock has a market capitalization of $49.30 billion, a PE ratio of 10.56, a PEG ratio of 0.66 and a beta of 1.42. PayPal Holdings, Inc. has a 52 week low of $52.06 and a 52 week high of $90.40.

PayPal (NASDAQ:PYPL) last announced its earnings results on Tuesday, October 28th. The credit services provider reported $1.34 EPS for the quarter, beating the consensus estimate of $1.20 by $0.14. PayPal had a return on equity of 25.64% and a net margin of 14.96%.The business had revenue of $8.42 billion for the quarter, compared to analysts’ expectations of $8.21 billion. During the same period in the prior year, the business posted $1.20 earnings per share. The firm’s revenue was up 7.3% on a year-over-year basis. On average, analysts predict that PayPal Holdings, Inc. will post 5.03 earnings per share for the current fiscal year.

Insider Activity at PayPal

In other news, insider Suzan Kereere sold 12,500 shares of the business’s stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $68.87, for a total value of $860,875.00. Following the transaction, the insider owned 30,983 shares in the company, valued at $2,133,799.21. The trade was a 28.75% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Aaron Webster sold 9,282 shares of the business’s stock in a transaction on Monday, November 10th. The stock was sold at an average price of $66.29, for a total value of $615,303.78. Following the completion of the transaction, the executive vice president directly owned 35,699 shares in the company, valued at approximately $2,366,486.71. This represents a 20.64% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 25,944 shares of company stock worth $1,725,233. Insiders own 0.08% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on PYPL. President Capital decreased their price objective on shares of PayPal from $91.00 to $80.00 and set a “buy” rating for the company in a research report on Tuesday, November 25th. Citigroup cut their price target on shares of PayPal from $78.00 to $60.00 and set a “neutral” rating on the stock in a research report on Monday, January 5th. Royal Bank Of Canada lifted their price objective on PayPal from $88.00 to $91.00 and gave the stock an “outperform” rating in a research report on Tuesday, October 28th. Monness Crespi & Hardt downgraded PayPal from a “buy” rating to a “neutral” rating in a research note on Monday, January 5th. Finally, Dbs Bank decreased their target price on PayPal from $75.00 to $70.00 and set a “hold” rating for the company in a research note on Thursday, November 13th. Twelve analysts have rated the stock with a Buy rating, twenty-four have issued a Hold rating and six have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $73.10.

Key PayPal News

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Cantor Fitzgerald upgraded PayPal, offering a near-term supportive data point that some investors may view as a counterbalance to recent negative analyst actions. PayPal (NASDAQ:PYPL) Upgraded at Cantor Fitzgerald
• Positive Sentiment: Bullish commentary (The Motley Fool) argues 2026 could be a breakout year for PayPal driven by a large new partnership and product momentum—this is a thematic positive for longer-term investor sentiment. Prediction: 2026 Will Be the Year of PayPal
• Neutral Sentiment: Analysts and previews emphasize that PayPal’s Q4 earnings (Feb. 3) and forward guidance are the next major catalysts — results could swing the stock either way depending on volumes, margins and guidance. Paypal (PYPL) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
• Neutral Sentiment: Coverage highlighting PayPal’s role in shaping the Nasdaq-100 digital commerce narrative underscores strategic importance but is not an immediate price driver. PayPal (NASDAQ:PYPL) Shapes Nasdaq 100 Index Narrative on Digital Commerce
• Neutral Sentiment: Macro and industry discussions (e.g., bitcoin commentary from a former PayPal executive) are interesting context but have limited direct impact on PYPL near-term performance. Bitcoin Could Hit $1.1 Million To $1.5M, Former PayPal President Says
• Negative Sentiment: Rothschild & Co Redburn downgraded PayPal to a Sell/strong-sell stance — a high-profile downgrade that has been cited as a primary driver of the intraday weakness. Rothschild & Co Redburn Downgrades PayPal (NASDAQ:PYPL) to Sell
• Negative Sentiment: Multiple firms have trimmed targets or warned on volumes (HSBC cut its price target; Truist lowered its PT and flagged difficult volume comps), increasing downward pressure on consensus expectations. HSBC Lowers PayPal (NASDAQ:PYPL) Price Target to $72.00
• Negative Sentiment: Analyst-driven sell-side momentum has pushed shares to a new 52-week low and produced several short-term sell calls — accelerating the decline and higher trading volume. PayPal (NASDAQ:PYPL) Hits New 52-Week Low on Analyst Downgrade
• Negative Sentiment: Analysts and commentators note a ~23% three‑month slide driven by competition, tariffs and rising expenses; while product initiatives offer hope, near-term operational headwinds are pressuring multiples. PayPal Plunges 23.3% in 3 Months: Time to Buy, Sell or Hold the Stock?

Hedge Funds Weigh In On PayPal

A number of institutional investors have recently modified their holdings of the company. Hilltop National Bank acquired a new position in PayPal during the second quarter worth $27,000. MUFG Securities EMEA plc lifted its holdings in shares of PayPal by 100.4% in the second quarter. MUFG Securities EMEA plc now owns 385 shares of the credit services provider’s stock valued at $29,000 after purchasing an additional 87,524 shares in the last quarter. Cloud Capital Management LLC bought a new position in PayPal during the 3rd quarter valued at $30,000. Kelleher Financial Advisors purchased a new position in PayPal during the third quarter worth about $30,000. Finally, Torren Management LLC bought a new stake in PayPal in the 4th quarter worth about $31,000. 68.32% of the stock is owned by institutional investors and hedge funds.

About Representative Pelosi

Nancy Pelosi (Democratic Party) is a member of the U.S. House, representing California’s 11th Congressional District. She assumed office on January 3, 2023. Her current term ends on January 3, 2027.

Pelosi (Democratic Party) is running for re-election to the U.S. House to represent California’s 11th Congressional District. She declared candidacy for the 2026 election.[source]

Pelosi is the first and only woman to serve as speaker of the House. Pelosi was first elected to the U.S. House in a special election in 1987 to represent California’s 5th Congressional District, which she represented until her election to California’s 8th Congressional District in 2012. In 2002, she was elected minority leader, becoming the highest-ranking congresswoman of either party in U.S. history. When Democrats took control of the House in 2007, Pelosi made history again with her election as speaker of the House.

Pelosi was re-elected speaker of the House in 2019, following the 2018 midterm elections. She served in that role until January 3, 2023.

Notable legislation passed during her speakership includes the Affordable Care Act, the American Recovery and Reinvestment Act, the Dodd-Frank Wall Street Reform and Consumer Protection Act, the Lilly Ledbetter Fair Pay Act, and the Don’t Ask, Don’t Tell Repeal Act.

Pelosi is also a prominent Democratic fundraiser, raising more than $700 million for the Democratic Party since becoming a party leader in 2002.

Nancy Pelosi was born in Baltimore, Maryland. Pelosi graduated from the Institute of Notre Dame in 1958. She earned a bachelor’s degree from Trinity College in 1962. Pelosi served as the chair of the California State Democratic Party and the finance chairwoman of the Democratic Senatorial Campaign Committee.

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.