Seaport Res Ptn Forecasts Stronger Earnings for PayPal

PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report) - Investment analysts at Seaport Res Ptn upped their FY2025 EPS estimates for PayPal in a research report issued to clients and investors on Monday, July 14th. Seaport Res Ptn analyst J. Cantwell now forecasts that the credit services provider will earn $5.04 per share for the year, up from their previous forecast of $4.99. Seaport Res Ptn currently has a "Hold" rating on the stock. The consensus estimate for PayPal's current full-year earnings is $5.03 per share. Seaport Res Ptn also issued estimates for PayPal's Q1 2026 earnings at $1.31 EPS, Q2 2026 earnings at $1.45 EPS, Q3 2026 earnings at $1.40 EPS, Q4 2026 earnings at $1.52 EPS and FY2026 earnings at $5.67 EPS.

PayPal (NASDAQ:PYPL - Get Free Report) last announced its quarterly earnings data on Tuesday, April 29th. The credit services provider reported $1.33 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.16 by $0.17. The business had revenue of $7.79 billion for the quarter, compared to the consensus estimate of $7.84 billion. PayPal had a net margin of 14.26% and a return on equity of 24.59%. The company's quarterly revenue was up 1.2% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.08 earnings per share.

Other equities analysts have also issued research reports about the stock. UBS Group reduced their target price on shares of PayPal from $88.00 to $75.00 and set a "neutral" rating on the stock in a report on Wednesday, April 30th. Monness Crespi & Hardt lowered their price objective on shares of PayPal from $120.00 to $90.00 and set a "buy" rating for the company in a research report on Tuesday, April 8th. Citigroup reduced their target price on shares of PayPal from $98.00 to $95.00 and set a "buy" rating for the company in a research note on Tuesday, May 6th. Wells Fargo & Company reduced their price target on shares of PayPal from $80.00 to $74.00 and set an "equal weight" rating for the company in a research note on Wednesday, April 16th. Finally, Macquarie dropped their target price on shares of PayPal from $117.00 to $95.00 and set an "outperform" rating on the stock in a report on Tuesday, April 29th. Two investment analysts have rated the stock with a sell rating, sixteen have issued a hold rating, nineteen have issued a buy rating and one has issued a strong buy rating to the company. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus target price of $83.42.

PayPal Trading Up 0.0%

NASDAQ:PYPL traded up $0.01 during trading hours on Tuesday, reaching $72.97. 9,652,794 shares of the company were exchanged, compared to its average volume of 10,877,107. The company has a debt-to-equity ratio of 0.56, a current ratio of 1.30 and a quick ratio of 1.30. The firm has a market cap of $70.97 billion, a price-to-earnings ratio of 16.32, a PEG ratio of 1.19 and a beta of 1.45. PayPal has a 52-week low of $55.85 and a 52-week high of $93.66. The stock has a 50 day simple moving average of $72.60 and a 200 day simple moving average of $73.46.

Insider Buying and Selling

In related news, Director Deborah M. Messemer sold 3,795 shares of the company's stock in a transaction on Friday, June 6th. The shares were sold at an average price of $73.00, for a total transaction of $277,035.00. Following the completion of the transaction, the director directly owned 13,976 shares in the company, valued at $1,020,248. This represents a 21.36% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Suzan Kereere sold 4,162 shares of the company's stock in a transaction on Friday, June 6th. The shares were sold at an average price of $73.24, for a total transaction of $304,824.88. Following the transaction, the insider owned 48,483 shares of the company's stock, valued at approximately $3,550,894.92. The trade was a 7.91% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders sold 11,796 shares of company stock valued at $863,028. Company insiders own 0.08% of the company's stock.

Hedge Funds Weigh In On PayPal

A number of hedge funds have recently made changes to their positions in the business. Security National Bank of SO Dak raised its stake in shares of PayPal by 1.1% in the 4th quarter. Security National Bank of SO Dak now owns 12,191 shares of the credit services provider's stock valued at $1,041,000 after buying an additional 137 shares in the last quarter. Gordian Capital Singapore Pte Ltd boosted its stake in shares of PayPal by 41.2% in the 1st quarter. Gordian Capital Singapore Pte Ltd now owns 473 shares of the credit services provider's stock valued at $31,000 after purchasing an additional 138 shares during the last quarter. GSB Wealth Management LLC boosted its stake in shares of PayPal by 1.7% in the 2nd quarter. GSB Wealth Management LLC now owns 8,160 shares of the credit services provider's stock valued at $606,000 after purchasing an additional 140 shares during the last quarter. CreativeOne Wealth LLC boosted its stake in shares of PayPal by 1.5% in the 1st quarter. CreativeOne Wealth LLC now owns 9,387 shares of the credit services provider's stock valued at $613,000 after purchasing an additional 142 shares during the last quarter. Finally, Cohen & Steers Inc. boosted its stake in shares of PayPal by 5.1% in the 4th quarter. Cohen & Steers Inc. now owns 3,016 shares of the credit services provider's stock valued at $257,000 after purchasing an additional 145 shares during the last quarter. Institutional investors and hedge funds own 68.32% of the company's stock.

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.