Insider Selling: PayPal (NASDAQ:PYPL) CAO Sells 1,213 Shares of Stock

PayPal Holdings, Inc. (NASDAQ:PYPL) CAO Chris Natali sold 1,213 shares of the stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $40.49, for a total value of $49,114.37. Following the completion of the transaction, the chief accounting officer owned 404 shares in the company, valued at $16,357.96. This represents a 75.02% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink.

PayPal Stock Up 1.6%

NASDAQ PYPL traded up $0.64 during trading on Wednesday, reaching $41.45. The company’s stock had a trading volume of 17,905,531 shares, compared to its average volume of 24,337,146. The company has a current ratio of 1.29, a quick ratio of 1.29 and a debt-to-equity ratio of 0.49. The stock has a market capitalization of $38.16 billion, a PE ratio of 7.66, a PEG ratio of 1.04 and a beta of 1.43. PayPal Holdings, Inc. has a 1-year low of $38.46 and a 1-year high of $79.50. The business has a 50-day moving average price of $54.20 and a 200-day moving average price of $62.67.

PayPal (NASDAQ:PYPL) last announced 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). The business had revenue of $8.68 billion for the quarter, compared to analyst estimates of $8.82 billion. PayPal had a return on equity of 25.42% and a net margin of 15.77%.The business’s revenue for the quarter was up 4.0% compared to the same quarter last year. During the same quarter last year, the company earned $1.19 EPS. On average, research analysts forecast that PayPal Holdings, Inc. will post 5.03 earnings per share for the current fiscal year.

PayPal Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 25th. Stockholders of record on Wednesday, March 4th will be issued a dividend of $0.14 per share. The ex-dividend date of this dividend is Wednesday, March 4th. This represents a $0.56 dividend on an annualized basis and a dividend yield of 1.4%. PayPal’s dividend payout ratio is currently 10.35%.

More PayPal News

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Small‑cap partner deal highlights continued ecosystem reach — OLB Group announced a global integration of PayPal checkout/wallet into its SecurePay gateway; the partner stock surged, signaling market interest in PayPal’s distribution tie‑ups. OLB Group Stock Skyrockets On PayPal Partnership
• Positive Sentiment: Some analysts/commentators view PYPL as deeply undervalued — pieces arguing the stock is mispriced point to low valuation multiples and durable revenue pillars (Venmo, PSP, BNPL) as reasons for long‑term upside. PayPal: Despite Uncertainty, Stock Remains A Buy
• Neutral Sentiment: Fund manager rotation — Gator Capital disclosed selling PYPL in its Q4 letter; could reflect portfolio rebalancing rather than a firm view on fundamentals. Here’s Why Gator Capital Sold PayPal (PYPL)
• Neutral Sentiment: Transaction revenue commentary is mixed — Q4 transaction revenues rose modestly but take‑rate pressure and a flat 2026 TM$ outlook cloud the growth story. Monitor take‑rate and TPV trends in upcoming updates. PYPL’s Transaction Revenues: Will it Pave the Way or Hinder Growth?
• Negative Sentiment: Widespread securities‑class action activity — Multiple firms have filed suits or are soliciting lead‑plaintiff applicants alleging misstatements during Feb. 25, 2025–Feb. 2, 2026; this increases legal risk and potential headline volatility. PYPL Investors Have Opportunity to Lead PayPal Securities Fraud Lawsuit
• Negative Sentiment: Analyst cut on fundamentals — Truist cut estimates and lowered the price target to $39 (Sell), citing slower volume and take‑rate compression; this is a headwind for sentiment and target/ratings‑driven flows. Truist Lowers PayPal Estimates
• Negative Sentiment: Leadership change + weak results scrutiny — Notices from plaintiff firms link the CEO transition and the company’s weak quarter, heightening uncertainty around execution and investor confidence. PayPal CEO Exit Coincides With Weakest Quarterly Performance
• Negative Sentiment: Insider selling — PayPal’s CAO sold 1,213 shares (large % reduction in his holdings), a disclosure that may be read negatively by some investors. SEC Filing: Insider Sale

Wall Street Analysts Forecast Growth

Several equities analysts have commented on PYPL shares. BNP Paribas Exane lowered their price target on PayPal from $71.00 to $69.00 and set a “neutral” rating on the stock in a report on Tuesday, December 2nd. Susquehanna decreased their price objective on shares of PayPal from $90.00 to $63.00 and set a “positive” rating for the company in a report on Wednesday, February 4th. TD Cowen reiterated a “hold” rating on shares of PayPal in a research note on Tuesday, February 3rd. Argus dropped their price target on PayPal from $87.00 to $65.00 and set a “buy” rating on the stock in a research report on Friday, February 6th. Finally, Sanford C. Bernstein dropped their price objective on shares of PayPal from $62.00 to $45.00 and set a “market perform” rating on the stock in a report on Monday, February 9th. Nine investment analysts have rated the stock with a Buy rating, thirty have given a Hold rating and five have given a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $61.03.

Hedge Funds Weigh In On PayPal

Several hedge funds and other institutional investors have recently modified their holdings of PYPL. Bard Associates Inc. bought a new position in shares of PayPal during the fourth quarter valued at $25,000. Caitong International Asset Management Co. Ltd increased its position in shares of PayPal by 15,233.3% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 460 shares of the credit services provider’s stock worth $27,000 after purchasing an additional 457 shares in the last quarter. Safe Harbor Fiduciary LLC bought a new position in PayPal during the 4th quarter valued at about $28,000. MUFG Securities EMEA plc lifted its holdings in PayPal by 100.4% during the 2nd 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 during the last quarter. Finally, Cloud Capital Management LLC acquired a new position in PayPal in the third quarter valued at about $30,000. Institutional investors own 68.32% of the company’s stock.

About PayPal

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.