Seaport Res Ptn Analysts Lower Earnings Estimates for PayPal

PayPal Holdings, Inc. (NASDAQ:PYPL) – Research analysts at Seaport Res Ptn dropped their Q2 2025 earnings per share (EPS) estimates for shares of PayPal in a report issued on Tuesday, February 4th. Seaport Res Ptn analyst J. Cantwell now expects that the credit services provider will earn $1.19 per share for the quarter, down from their previous forecast of $1.23. The consensus estimate for PayPal’s current full-year earnings is $4.58 per share. Seaport Res Ptn also issued estimates for PayPal’s Q1 2026 earnings at $1.06 EPS and Q3 2026 earnings at $1.52 EPS.

PYPL has been the subject of a number of other reports. Susquehanna increased their price objective on shares of PayPal from $94.00 to $101.00 and gave the stock a “positive” rating in a research note on Monday, January 6th. Robert W. Baird cut their price target on PayPal from $100.00 to $95.00 and set an “outperform” rating for the company in a research note on Wednesday. Monness Crespi & Hardt boosted their price objective on PayPal from $95.00 to $110.00 and gave the company a “buy” rating in a research report on Monday, October 28th. Sanford C. Bernstein lowered PayPal from an “outperform” rating to a “market perform” rating and upped their price objective for the stock from $75.00 to $80.00 in a research note on Thursday, October 10th. Finally, Morgan Stanley decreased their target price on PayPal from $90.00 to $79.00 and set an “equal weight” rating on the stock in a research note on Wednesday. Fourteen research analysts have rated the stock with a hold rating, twenty-one have issued a buy rating and one has given a strong buy rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $89.29.

PayPal Trading Up 1.9 %

PayPal stock opened at $79.20 on Thursday. The company has a current ratio of 1.25, a quick ratio of 1.25 and a debt-to-equity ratio of 0.49. PayPal has a 12-month low of $55.77 and a 12-month high of $93.66. The firm has a market capitalization of $79.40 billion, a price-to-earnings ratio of 18.90, a P/E/G ratio of 1.49 and a beta of 1.44. The firm has a 50 day moving average of $88.01 and a 200 day moving average of $79.39.

PayPal (NASDAQ:PYPL) last issued its quarterly earnings results on Tuesday, February 4th. The credit services provider reported $1.19 EPS for the quarter, topping analysts’ consensus estimates of $1.11 by $0.08. PayPal had a return on equity of 23.44% and a net margin of 14.08%. The business had revenue of $8.37 billion during the quarter, compared to analysts’ expectations of $8.27 billion. During the same quarter in the prior year, the business posted $1.48 earnings per share. The business’s quarterly revenue was up 4.2% on a year-over-year basis.

Hedge Funds Weigh In On PayPal

Large investors have recently made changes to their positions in the company. FMR LLC lifted its stake in PayPal by 86.3% in the third quarter. FMR LLC now owns 16,762,080 shares of the credit services provider’s stock worth $1,307,945,000 after purchasing an additional 7,767,072 shares during the last quarter. Mizuho Securities USA LLC grew its stake in shares of PayPal by 12,919.4% during the third quarter. Mizuho Securities USA LLC now owns 10,500,000 shares of the credit services provider’s stock valued at $819,315,000 after buying an additional 10,419,351 shares during the last quarter. Primecap Management Co. CA raised its holdings in shares of PayPal by 21.6% in the third quarter. Primecap Management Co. CA now owns 6,015,816 shares of the credit services provider’s stock worth $469,414,000 after buying an additional 1,069,356 shares during the period. World Investment Advisors LLC bought a new stake in shares of PayPal during the 3rd quarter worth approximately $387,435,000. Finally, Robeco Institutional Asset Management B.V. boosted its holdings in PayPal by 174.1% during the 4th quarter. Robeco Institutional Asset Management B.V. now owns 4,233,341 shares of the credit services provider’s stock valued at $361,316,000 after acquiring an additional 2,689,162 shares during the period. 68.32% of the stock is owned by hedge funds and other 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.