Recent discussions on X about PayPal Holdings, Inc. (PYPL) have centered around the company’s latest strategic moves, including a new cashback offer for buy-now-pay-later purchases and partnerships aimed at optimizing its balance sheet. Many users have expressed intrigue over these developments, pointing to potential short-term momentum as the stock shows gains in recent trading sessions. However, there’s a lingering concern among some about long-term challenges like margin pressures and competitive threats in the digital payments space.
Another focal point on the platform has been the mixed analyst outlook, with some downgrades citing uncertainty around branded checkout growth, while others highlight operational progress and increasing payment volumes. This dichotomy keeps the conversation lively, as participants debate whether recent positive price movements signal a sustainable recovery or merely a temporary uptick. The dynamic nature of these discussions reflects the broader uncertainty surrounding PayPal’s future trajectory in a rapidly evolving fintech landscape.
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 7 times in the past 6 months. Of those trades, 3 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $PYPL stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN purchased up to $15,000 on 08/04.
- SENATOR ANGUS S. KING JR. purchased up to $15,000 on 07/21.
- REPRESENTATIVE JAMES COMER sold up to $15,000 on 07/03.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $50,000 on 05/12.
- 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.
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 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $PYPL stock by insiders over the last 6 months:
- SUZAN KEREERE (President, Global Markets) has made 0 purchases and 3 sales selling 8,324 shares for an estimated $593,619.
- 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
- DEBORAH M. MESSEMER sold 3,795 shares for an estimated $277,036
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
PayPal Holdings, Inc. Hedge Fund Activity
We have seen 788 institutional investors add shares of PayPal Holdings, Inc. stock to their portfolio, and 933 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GOLDMAN SACHS GROUP INC removed 3,730,760 shares (-43.6%) from their portfolio in Q2 2025, for an estimated $277,270,083
- FMR LLC added 3,690,318 shares (+75.8%) to their portfolio in Q2 2025, for an estimated $274,264,433
- VICTORY CAPITAL MANAGEMENT INC added 2,746,070 shares (+300.1%) to their portfolio in Q2 2025, for an estimated $204,087,922
- ONTARIO TEACHERS PENSION PLAN BOARD removed 2,435,214 shares (-99.3%) from their portfolio in Q2 2025, for an estimated $180,985,104
- MORGAN STANLEY removed 2,154,447 shares (-13.2%) from their portfolio in Q2 2025, for an estimated $160,118,501
- MANUFACTURERS LIFE INSURANCE COMPANY, THE removed 2,109,307 shares (-60.7%) from their portfolio in Q2 2025, for an estimated $156,763,696
- DIMENSIONAL FUND ADVISORS LP added 2,004,514 shares (+50.0%) to their portfolio in Q2 2025, for an estimated $148,975,480
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 8 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Macquarie issued a "Outperform" rating on 07/30/2025
- JMP Securities issued a "Market Outperform" rating on 07/30/2025
- Canaccord Genuity issued a "Buy" 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 18 analysts offer price targets for $PYPL in the last 6 months, with a median target of $77.0.
Here are some recent targets:
- 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
- Andrew Boone from JMP Securities set a target price of $100.0 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.
