Earnings Highlights: Social media conversations focused on PayPal's second-quarter results, where revenue rose 5 percent and transaction margin dollars grew despite a slight dip in non-GAAP earnings per share. Analysts noted the company's progress in Venmo monetization and Braintree expansion as key positives.
Analyst Moves: A recent downgrade by Morgan Stanley to underweight with a sharply reduced price target drew attention, coming shortly after the company's bank charter filing. Observers debated the timing and its implications for near-term stock performance.
Acquisition Buzz: Lingering speculation around a potential Stripe-led takeover continued to circulate, with some participants pointing to the premium offer as a catalyst for sustained interest despite mixed guidance signals.
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 22 times in the past 6 months. Of those trades, 1 have been purchases and 21 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 8 sales selling 49,135 shares for an estimated $2,276,114.
- CHRIS NATALI (SVP, Chief Accounting Officer) has made 0 purchases and 5 sales selling 6,647 shares for an estimated $315,228.
- JAMIE S MILLER (Chief Fin & Op Officer) purchased 6,129 shares for an estimated $254,537
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 $8.7B in Q2 2026. This is an increase of 4.75% 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 9 times in the past 6 months. Of those trades, 4 have been purchases and 5 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.
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
- 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.
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 519 institutional investors add shares of PayPal stock to their portfolio, and 1,061 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
- 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
- WORLDQUANT MILLENNIUM ADVISORS LLC removed 4,479,661 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $200,823,202
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 Price Targets
Multiple analysts have issued price targets for $PYPL recently. We have seen 19 analysts offer price targets for $PYPL in the last 6 months, with a median target of $48.0.
Here are some recent targets:
- Will Nance from Goldman Sachs set a target price of $48.0 on 07/09/2026
- Ramsey El-Assal from Barclays set a target price of $42.0 on 07/08/2026
- Bill Carcache from Piper Sandler set a target price of $42.0 on 06/30/2026
- 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
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.
