Burry adds to holdings: Social media lit up with commentary on a prominent investor increasing stakes in PayPal amid its multi-year lows. Observers highlighted the company's aggressive share repurchases and trading at roughly eight times earnings as key points of interest.
Valuation debates intensify: Participants weighed the firm's free cash flow generation against competitive pressures from digital wallets and shifting consumer habits. Several noted upcoming quarterly results as a potential catalyst for reevaluating growth prospects in branded checkout.
Sentiment remains divided: While some viewed recent moves as signaling stabilization, others pointed to ongoing margin challenges and slower revenue expansion in the near term.
Note: This discussion summary was generated from an AI condensation of post data.
PayPal Insider Trading Activity
PayPal insiders have traded $PYPL stock on the open market 19 times in the past 6 months. Of those trades, 0 have been purchases and 19 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 58,669 shares for an estimated $2,510,917.
- FRANK KELLER (Pres., Checkout Sol. & PayPal) has made 0 purchases and 7 sales selling 48,403 shares for an estimated $2,233,584.
- CHRIS NATALI (SVP, Chief Accounting Officer) has made 0 purchases and 4 sales selling 5,310 shares for an estimated $237,549.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
PayPal Revenue
PayPal had revenues of $8.4B in Q1 2026. This is an increase of 7.21% from the same period in the prior year.
You can track PYPL financials on Quiver Quantitative's PYPL stock page.
You can access data on PYPL stock through the Quiver Quantitative API.
PayPal Congressional Stock Trading
Members of Congress have traded $PYPL stock 10 times in the past 6 months. Of those trades, 4 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $PYPL stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 03/13 and 1 sale worth up to $15,000 on 05/15.
- REPRESENTATIVE MARK ALFORD sold up to $15,000 on 03/16.
- REPRESENTATIVE BYRON DONALDS has traded it 4 times. They made 2 purchases worth up to $30,000 on 03/13 and 2 sales worth up to $30,000 on 02/10.
- SENATOR ANGUS S. KING JR. sold up to $15,000 on 02/13.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 01/29.
- REPRESENTATIVE NANCY PELOSI sold up to $500,000 on 12/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
PayPal Hedge Fund Activity
We have seen 676 institutional investors add shares of PayPal stock to their portfolio, and 1,207 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL RESEARCH GLOBAL INVESTORS removed 27,106,348 shares (-99.9%) from their portfolio in Q1 2026, for an estimated $1,215,177,580
- BANK OF AMERICA CORP /DE/ added 10,356,256 shares (+67.9%) to their portfolio in Q1 2026, for an estimated $464,270,956
- AMUNDI added 9,590,488 shares (+227.6%) to their portfolio in Q1 2026, for an estimated $429,941,577
- ARTISAN PARTNERS LIMITED PARTNERSHIP removed 7,520,682 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $337,152,174
- VANGUARD GROUP INC added 5,534,462 shares (+6.5%) to their portfolio in Q4 2025, for an estimated $323,101,891
- GEODE CAPITAL MANAGEMENT, LLC added 4,676,379 shares (+21.8%) to their portfolio in Q1 2026, for an estimated $209,642,070
- CITADEL ADVISORS LLC added 4,552,107 shares (+155.6%) to their portfolio in Q1 2026, for an estimated $204,070,956
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
PayPal Analyst Ratings
Wall Street analysts have issued reports on $PYPL in the last several months. We have seen 0 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Underweight" rating on 12/18/2025
To track analyst ratings and price targets for PayPal, check out Quiver Quantitative's $PYPL forecast page.
PayPal Price Targets
Multiple analysts have issued price targets for $PYPL recently. We have seen 20 analysts offer price targets for $PYPL in the last 6 months, with a median target of $48.0.
Here are some recent targets:
- Joseph Vafi from Canaccord Genuity set a target price of $42.0 on 05/20/2026
- Matthew Coad from Truist Securities set a target price of $44.0 on 05/12/2026
- Paul Golding from Macquarie set a target price of $50.0 on 05/07/2026
- Timothy Chiodo from UBS set a target price of $48.0 on 05/06/2026
- Daniel R. Perlin from RBC Capital set a target price of $59.0 on 05/06/2026
- Andrew Bauch from BMO Capital set a target price of $52.0 on 04/22/2026
- Jason Kupferberg from B of A Securities set a target price of $55.0 on 04/21/2026
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.
