What is Seaport Res Ptn's Forecast for PayPal Q4 Earnings?

Key Points

• Seaport Res Ptn raised its Q4 2025 earnings per share estimate for PayPal to $1.31, up from a previous forecast of $1.29, while maintaining a "Hold" rating on the stock.
• The consensus estimate for PayPal's full-year earnings stands at $5.03 per share, with projections for Q4 2026 earnings at $1.34 EPS.
• Institutional investors own 68.32% of PayPal's stock, indicating strong institutional interest in the company.

PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report) - Research analysts at Seaport Res Ptn increased their Q4 2025 EPS estimates for shares of PayPal in a research report issued to clients and investors on Monday, October 13th. Seaport Res Ptn analyst J. Cantwell now forecasts that the credit services provider will post earnings per share of $1.31 for the quarter, up from their prior forecast of $1.29. 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. Seaport Res Ptn also issued estimates for PayPal's Q4 2026 earnings at $1.34 EPS.

PYPL has been the subject of several other reports. Macquarie reaffirmed an "outperform" rating and set a $95.00 target price on shares of PayPal in a report on Wednesday, July 30th. BMO Capital Markets reaffirmed a "market perform" rating on shares of PayPal in a report on Tuesday, July 29th. The Goldman Sachs Group set a $70.00 target price on shares of PayPal and gave the company a "sell" rating in a report on Monday. Morgan Stanley reaffirmed a "positive" rating on shares of PayPal in a report on Wednesday, July 30th. Finally, Rothschild & Co Redburn lifted their target price on shares of PayPal from $66.00 to $70.00 and gave the company a "neutral" rating in a report on Tuesday, September 16th. Sixteen equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of "Hold" and an average price target of $83.50.

PayPal Stock Performance

PYPL opened at $68.86 on Tuesday. PayPal has a 12-month low of $55.85 and a 12-month high of $93.66. The company has a current ratio of 1.33, a quick ratio of 1.33 and a debt-to-equity ratio of 0.56. The firm has a market capitalization of $65.79 billion, a PE ratio of 14.71, a P/E/G ratio of 1.08 and a beta of 1.44. The firm has a 50 day moving average of $68.94 and a two-hundred day moving average of $69.45.

PayPal (NASDAQ:PYPL - Get Free Report) last released its earnings results on Tuesday, July 29th. The credit services provider reported $1.40 EPS for the quarter, topping analysts' consensus estimates of $1.30 by $0.10. PayPal had a net margin of 14.49% and a return on equity of 25.35%. The company had revenue of $8.29 billion during the quarter, compared to analysts' expectations of $8.08 billion. During the same period last year, the business earned $1.19 EPS. PayPal has set its Q3 2025 guidance at 1.180-1.220 EPS. FY 2025 guidance at 5.150-5.300 EPS.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of the company. Gordian Capital Singapore Pte Ltd boosted its position in shares of PayPal by 41.2% during the 1st quarter. Gordian Capital Singapore Pte Ltd now owns 473 shares of the credit services provider's stock valued at $31,000 after acquiring an additional 138 shares during the last quarter. GSB Wealth Management LLC lifted its position in PayPal by 1.7% in the second quarter. GSB Wealth Management LLC now owns 8,160 shares of the credit services provider's stock valued at $606,000 after buying an additional 140 shares during the last quarter. CreativeOne Wealth LLC lifted its position in PayPal by 1.5% in the first quarter. CreativeOne Wealth LLC now owns 9,387 shares of the credit services provider's stock valued at $613,000 after buying an additional 142 shares during the last quarter. Wedmont Private Capital lifted its position in PayPal by 1.6% in the third quarter. Wedmont Private Capital now owns 9,157 shares of the credit services provider's stock valued at $614,000 after buying an additional 142 shares during the last quarter. Finally, Pitti Group Wealth Management LLC lifted its position in PayPal by 1.5% in the second quarter. Pitti Group Wealth Management LLC now owns 10,233 shares of the credit services provider's stock valued at $761,000 after buying an additional 147 shares during the last quarter. Institutional investors and hedge funds own 68.32% of the company's stock.

Insiders Place Their Bets

In other PayPal news, insider Suzan Kereere sold 4,162 shares of PayPal stock in a transaction on Tuesday, August 19th. The shares were sold at an average price of $69.39, for a total transaction of $288,801.18. Following the sale, the insider owned 48,483 shares of the company's stock, valued at $3,364,235.37. The trade was a 7.91% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CAO Chris Natali sold 7,102 shares of PayPal stock in a transaction on Thursday, July 31st. The stock was sold at an average price of $69.35, for a total transaction of $492,523.70. The disclosure for this sale can be found here. Insiders have sold a total of 15,102 shares of company stock valued at $1,046,607 in the last 90 days. 0.08% of the stock is owned by insiders.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.