Checkout Growth Concerns: Recent discussions on X about PayPal Holdings, Inc. (PYPL) have focused on the company’s latest warning of slowing branded checkout growth. The CFO’s comments at a tech conference, highlighting a drop from 5% in Q3 to 3% in Q4, have sparked notable concern. Many are pointing to persistent consumer weakness as a key driver.
Mixed Market Reactions: Posts on X reveal a split in opinions, with some expressing frustration over the stock’s 2-3% drop following the news. Others note that full-year guidance remains unchanged, suggesting the dip might be temporary. The debate continues over whether this signals deeper issues or just short-term headwinds.
Strategic Outlook: Beyond the immediate reaction, some discussions on X touch on PayPal’s broader strategic moves, like partnerships and operational progress. There’s curiosity about whether these efforts can offset competitive pressures in the fintech space. The conversation remains active as new updates unfold.
Note: This discussion summary was generated from an AI condensation of post data.
PayPal Holdings, Inc. Insider Trading Activity
PayPal Holdings, Inc. insiders have traded $PYPL stock on the open market 20 times in the past 6 months. Of those trades, 0 have been purchases and 20 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 8 sales selling 29,986 shares for an estimated $2,051,233.
- DIEGO SCOTTI (EVP, GM Consumer Group) has made 0 purchases and 6 sales selling 11,515 shares for an estimated $811,145.
- AARON WEBSTER (EVP, Global Chief Risk Officer) has made 0 purchases and 3 sales selling 9,282 shares for an estimated $615,309.
- CHRIS NATALI (VP, Chief Accounting Officer) has made 0 purchases and 2 sales selling 8,476 shares for an estimated $587,516.
- 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. Revenue
PayPal Holdings, Inc. had revenues of $8.4B in Q3 2025. This is an increase of 7.26% from the same period in the prior year.
You can track PYPL financials on Quiver Quantitative's PYPL stock page.
PayPal Holdings, Inc. Congressional Stock Trading
Members of Congress have traded $PYPL stock 5 times in the past 6 months. Of those trades, 2 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $PYPL stock by members of Congress over the last 6 months:
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 08/04 and 1 sale worth up to $15,000 on 09/11.
- SENATOR ANGUS S. KING JR. purchased up to $15,000 on 07/21.
- REPRESENTATIVE JAMES COMER sold up to $15,000 on 07/03.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
PayPal Holdings, Inc. Hedge Fund Activity
We have seen 756 institutional investors add shares of PayPal Holdings, Inc. stock to their portfolio, and 1,067 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 4,837,497 shares (+52.3%) to their portfolio in Q3 2025, for an estimated $324,402,548
- GOLDMAN SACHS GROUP INC added 3,383,772 shares (+70.1%) to their portfolio in Q3 2025, for an estimated $226,915,750
- DIMENSIONAL FUND ADVISORS LP added 2,160,227 shares (+35.9%) to their portfolio in Q3 2025, for an estimated $144,864,822
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 1,866,945 shares (-52.3%) from their portfolio in Q3 2025, for an estimated $125,197,331
- ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. removed 1,864,978 shares (-32.6%) from their portfolio in Q3 2025, for an estimated $125,065,424
- CONTOUR ASSET MANAGEMENT LLC added 1,851,547 shares (+inf%) to their portfolio in Q3 2025, for an estimated $124,164,741
- PUBLIC INVESTMENT FUND removed 1,759,249 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $130,747,385
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 7 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Canaccord Genuity issued a "Buy" rating on 10/29/2025
- Keefe, Bruyette & Woods issued a "Outperform" rating on 10/29/2025
- Argus Research issued a "Buy" rating on 10/29/2025
- RBC Capital issued a "Outperform" rating on 10/28/2025
- Macquarie issued a "Outperform" rating on 07/30/2025
- JMP Securities issued a "Market Outperform" rating on 07/30/2025
- Barclays issued a "Overweight" rating on 07/18/2025
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 16 analysts offer price targets for $PYPL in the last 6 months, with a median target of $79.0.
Here are some recent targets:
- Tien-Tsin Huang from JP Morgan set a target price of $70.0 on 12/04/2025
- Matthew Coad from Truist Securities set a target price of $66.0 on 11/04/2025
- Sanjay Sakhrani from Keefe, Bruyette & Woods set a target price of $90.0 on 10/29/2025
- Timothy Chiodo from UBS set a target price of $80.0 on 10/29/2025
- Stephen Biggar from Argus Research set a target price of $87.0 on 10/29/2025
- Joseph Vafi from Canaccord Genuity set a target price of $100.0 on 10/29/2025
- Daniel Perlin from RBC Capital set a target price of $91.0 on 10/28/2025
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.
