Seaport Res Ptn Has Positive Estimate for PayPal Q3 Earnings

Key Points

• Seaport Res Ptn increased their Q3 2026 earnings estimates for PayPal to $1.43 per share, reflecting positive sentiment despite maintaining a "Hold" rating on the stock.
• PayPal's average rating among analysts is classified as a Moderate Buy, with diverse target prices ranging from $56.00 to $103.00 among major brokerages.
• PayPal's most recent earnings report showed earnings per share of $1.40, beating the consensus estimate of $1.30, with a net margin of 14.49% and revenue of $8.29 billion.

PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report) - Stock analysts at Seaport Res Ptn upped their Q3 2026 earnings per share estimates for PayPal in a report issued on Tuesday, July 29th. Seaport Res Ptn analyst J. Cantwell now expects that the credit services provider will earn $1.43 per share for the quarter, up from their previous estimate of $1.40. Seaport Res Ptn has a "Hold" rating on the stock. The consensus estimate for PayPal's current full-year earnings is $5.03 per share.

PayPal (NASDAQ:PYPL - Get Free Report) last announced its quarterly earnings data on Tuesday, July 29th. The credit services provider reported $1.40 earnings per share for the quarter, beating the consensus estimate of $1.30 by $0.10. PayPal had a return on equity of 25.35% and a net margin of 14.49%. The business had revenue of $8.29 billion during the quarter, compared to analyst estimates of $8.08 billion. During the same period in the prior year, the company earned $1.19 earnings per share.

Several other brokerages have also weighed in on PYPL. UBS Group reduced their price objective on PayPal from $88.00 to $75.00 and set a "neutral" rating for the company in a report on Wednesday, April 30th. Evercore ISI initiated coverage on PayPal in a report on Wednesday, April 9th. They issued an "in-line" rating and a $65.00 price target for the company. Truist Financial initiated coverage on PayPal in a report on Monday, June 2nd. They issued a "sell" rating and a $68.00 price target for the company. Barclays reaffirmed an "overweight" rating on shares of PayPal in a report on Tuesday. Finally, Morgan Stanley reaffirmed a "positive" rating on shares of PayPal in a report on Wednesday. Two research analysts have rated the stock with a sell rating, fourteen have assigned a hold rating, nineteen have issued a buy rating and one has assigned a strong buy rating to the stock. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $84.57.

PayPal Stock Performance

NASDAQ PYPL traded down $1.65 on Friday, hitting $67.11. 15,163,964 shares of the stock traded hands, compared to its average volume of 11,875,645. The business's fifty day moving average is $73.14 and its two-hundred day moving average is $72.41. PayPal has a 12 month low of $55.85 and a 12 month high of $93.66. The firm has a market capitalization of $64.12 billion, a price-to-earnings ratio of 14.34, a PEG ratio of 1.06 and a beta of 1.42. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.30 and a current ratio of 1.33.

Insider Transactions at PayPal

In other news, insider Suzan Kereere sold 4,162 shares of the firm's stock in a transaction dated Friday, June 6th. The stock was sold at an average price of $73.24, for a total transaction of $304,824.88. Following the transaction, the insider directly owned 48,483 shares of the company's stock, valued at approximately $3,550,894.92. This trade represents a 7.91% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CAO Chris Natali sold 7,102 shares of the firm's stock in a transaction dated Thursday, July 31st. The shares were sold at an average price of $69.35, for a total value of $492,523.70. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 22,736 shares of company stock worth $1,620,835. Company insiders own 0.08% of the company's stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of PYPL. Mpwm Advisory Solutions LLC bought a new stake in shares of PayPal in the fourth quarter worth about $25,000. Hurley Capital LLC bought a new stake in shares of PayPal in the fourth quarter worth about $27,000. Hilltop National Bank bought a new stake in shares of PayPal in the second quarter worth about $27,000. Bernard Wealth Management Corp. bought a new stake in shares of PayPal in the fourth quarter worth about $34,000. Finally, Pinney & Scofield Inc. bought a new stake in shares of PayPal in the fourth quarter worth about $35,000. 68.32% of the stock is owned by institutional investors.

PayPal Company Profile

PayPal Holdings, Inc operates a technology platform that enables digital payments on behalf of merchants and consumers worldwide. It operates a two-sided network at scale that connects merchants and consumers that enables its customers to connect, transact, and send and receive payments through online and in person, as well as transfer and withdraw funds using various funding sources, such as bank accounts, PayPal or Venmo account balance, PayPal and Venmo branded credit products comprising its installment products, credit and debit cards, and cryptocurrencies, as well as other stored value products, including gift cards and eligible rewards.