Recent discussions on X about PayPal Holdings, Inc. (PYPL) have centered around the company’s latest earnings report, which included a double beat on expectations and raised full-year guidance. Many users expressed frustration over the stock’s subsequent decline of around 8% in pre-market trading, despite positive developments like significant share buybacks and innovations in crypto payments. The chatter reflects a mix of confusion and optimism, with some highlighting PayPal’s focus on profitability and partnerships as potential catalysts for future growth.
Additionally, posts on X have noted PayPal’s strategic moves, such as aiming for a lighter balance sheet model for credit and expectations of accelerated payment volumes in certain segments like Braintree. There’s a sense of disbelief among some that the market hasn’t rewarded these efforts, with a few even speculating about the possibility of the company going private. The conversation remains lively as investors grapple with the disconnect between reported progress and stock performance.
Note: This discussion summary was generated from an AI condensation of post data.
PayPal Holdings, Inc. Congressional Stock Trading
Members of Congress have traded $PYPL stock 14 times in the past 6 months. Of those trades, 5 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $PYPL stock by members of Congress over the last 6 months:
- REPRESENTATIVE JEFFERSON SHREVE has traded it 3 times. They made 1 purchase worth up to $50,000 on 04/07 and 2 sales worth up to $100,000 on 05/12, 03/05.
- SENATOR TOMMY TUBERVILLE sold up to $50,000 on 04/15.
- REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 04/11.
- REPRESENTATIVE ROBERT BRESNAHAN purchased up to $15,000 on 04/08.
- REPRESENTATIVE JULIE JOHNSON has traded it 3 times. They made 1 purchase worth up to $15,000 on 02/12 and 2 sales worth up to $30,000 on 04/01, 02/11.
- REPRESENTATIVE BYRON DONALDS has traded it 2 times. They made 2 purchases worth up to $30,000 on 03/20 and 0 sales.
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 03/03, 02/13, 02/06.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
PayPal Holdings, Inc. Insider Trading Activity
PayPal Holdings, Inc. insiders have traded $PYPL stock on the open market 7 times in the past 6 months. Of those trades, 0 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $PYPL stock by insiders over the last 6 months:
- DIEGO SCOTTI (EVP, GM, Consumer Group) has made 0 purchases and 3 sales selling 7,677 shares for an estimated $546,443.
- CHRIS NATALI (VP, Chief Accounting Officer) sold 7,102 shares for an estimated $492,529
- SUZAN KEREERE (President, Global Markets) sold 4,162 shares for an estimated $304,827
- DEBORAH M. MESSEMER sold 3,795 shares for an estimated $277,036
- GAIL J MCGOVERN sold 2,446 shares for an estimated $176,478
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
PayPal Holdings, Inc. Hedge Fund Activity
We have seen 829 institutional investors add shares of PayPal Holdings, Inc. stock to their portfolio, and 1,016 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 14,053,113 shares (-74.3%) from their portfolio in Q1 2025, for an estimated $916,965,623
- JPMORGAN CHASE & CO removed 13,844,140 shares (-78.0%) from their portfolio in Q1 2025, for an estimated $903,330,135
- CAPITAL RESEARCH GLOBAL INVESTORS added 7,645,388 shares (+42.7%) to their portfolio in Q1 2025, for an estimated $498,861,567
- ARTISAN PARTNERS LIMITED PARTNERSHIP added 4,003,683 shares (+51.3%) to their portfolio in Q1 2025, for an estimated $261,240,315
- GOLDMAN SACHS GROUP INC added 3,229,415 shares (+60.6%) to their portfolio in Q1 2025, for an estimated $210,719,328
- COATUE MANAGEMENT LLC removed 2,738,896 shares (-34.3%) from their portfolio in Q1 2025, for an estimated $178,712,964
- MILLENNIUM MANAGEMENT LLC added 2,307,859 shares (+308.5%) to their portfolio in Q1 2025, for an estimated $150,587,799
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
PayPal Holdings, Inc. Analyst Ratings
Wall Street analysts have issued reports on $PYPL in the last several months. We have seen 12 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- JMP Securities issued a "Market Outperform" rating on 07/30/2025
- Canaccord Genuity issued a "Buy" rating on 07/30/2025
- Macquarie issued a "Outperform" rating on 07/30/2025
- Barclays issued a "Overweight" rating on 07/18/2025
- RBC Capital issued a "Outperform" rating on 06/26/2025
- Truist Securities issued a "Sell" rating on 06/02/2025
- Citigroup issued a "Buy" rating on 05/06/2025
To track analyst ratings and price targets for PayPal Holdings, Inc., check out Quiver Quantitative's $PYPL forecast page.
PayPal Holdings, Inc. Price Targets
Multiple analysts have issued price targets for $PYPL recently. We have seen 23 analysts offer price targets for $PYPL in the last 6 months, with a median target of $79.0.
Here are some recent targets:
- Andrew Boone from JMP Securities set a target price of $100.0 on 07/30/2025
- Joseph Vafi from Canaccord Genuity set a target price of $96.0 on 07/30/2025
- Paul Golding from Macquarie set a target price of $95.0 on 07/30/2025
- James Faucette from Morgan Stanley set a target price of $75.0 on 07/30/2025
- Ramsey El-Assal from Barclays set a target price of $90.0 on 07/18/2025
- Bryan Keane from Deutsche Bank set a target price of $75.0 on 07/17/2025
- Daniel Perlin from RBC Capital set a target price of $88.0 on 06/26/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
