Market Cap
$44.9B
PYPL
PayPal Holdings, Inc.
$52.80 ▼ -0.49%
Prev close $53.06Market cap$44.9B
ConsensusSell
12-mo target$56.92 (+7.8%)
▼ Bearish
Analyst conviction 3/10
Insider Selling Cluster (3 insiders)38 New Institutional Positions12 Institutional ExitsCongressional Activity (1) Fintech & Payments
Snapshot
The big-picture read on PYPL right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Sell (27%)
Inst. Holders
50 funds
Inst. Value
$23.0B
Inst. Activity
38 buys / 12 sells
Insider Activity
$254.5K buy / $1.2M sell
Insider Net $
-$957.9K
Social Sentiment
49° Neutral
SEC Reports
18
Congressional
9 trades
Price chart 30d -7.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 25, 2026 short_volume
Short Volume: PYPL — 65.4% short (4.7M / 7.2M)
Short: 4,695,630 | Exempt: 38,295 | TRF Vol: 7,185,088 | Short Ratio: 65.4% | Off-exchange volume (d
Sep 15, 2026 Insider
Miller Jamie S acquired via exercise 9,094 shares
Chief Fin & Op Officer
Sep 15, 2026 Insider
Miller Jamie S acquired via exercise 2,910 shares
Chief Fin & Op Officer
Sep 15, 2026 Insider
Miller Jamie S surrendered for taxes 6,129 shares
Chief Fin & Op Officer @ $54.03 ($331.1K)
Aug 31, 2026 Event
White v. PayPal Holdings Inc et al
Court ruling (cand) — Docket: 5:25-cv-04884
Jul 30, 2026 Congress
Jul 24, 2026 SEC John Boozman buy
$1,001 - $15,000 — Senate
Truist Securities upgrades PYPL to Hold from Sell — PT $57 (+1.8%)
ANALYST-UPGRADE — Impact 4/10
Barclays initiates PYPL to Underweight — PT $42 (-8%)
ANALYST-UPGRADE — Impact 3/10
Analyst ratings buy % -42.6%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
27% rate it Buy or better · 52 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 31, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Aug 31, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 28, 2026 | Loop Capital | MAINTAIN | Hold | 54% |
| Aug 19, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Aug 17, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Aug 3, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral | 49% |
| Jul 29, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 29, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Jul 29, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 29, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 10 | 35 | 3 | 0 | 27% | |
| Aug 1, 2026 | 4 | 11 | 34 | 3 | 0 | 29% | |
| Jul 1, 2026 | 4 | 11 | 32 | 4 | 0 | 29% | |
| Jun 1, 2026 | 4 | 10 | 34 | 4 | 0 | 27% | |
| May 1, 2026 | 4 | 11 | 33 | 4 | 0 | 29% | |
| Apr 1, 2026 | 4 | 12 | 30 | 4 | 0 | 32% | |
| Mar 1, 2026 | 4 | 11 | 32 | 4 | 0 | 29% | |
| Feb 1, 2026 | 5 | 15 | 26 | 4 | 1 | 39% |
Price targets
Where 32 covering analysts think PYPL trades over the next 12 months.
$56.92 +7.8% upside Buy
Current$52.80 Low$36.00 Median$56.50 High$80.00 32 analysts
$36.00$80.00
Analyst rating Hold· 2.9/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
49°
Neutral
BearishNeutralBullish
Recent posts
Stripe and Advent abandon the $50B PayPal buyout, thoughts on the selloff?
▲ 1 · 💬 5· ⚡ 0.5
Stripe is gonna make another offer to buy $PYPL. The only question is when lol
▲ 1 · 💬 0· ⚡ 0.5
Paypal / PYPL is undervalued. LONG
▲ 1 · 💬 6· ⚡ 0.5
We seriously not gonna talk about PYPL?
▲ 1 · 💬 0· ⚡ 0.5
PYPL bet +2k on the line
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
18 SEC filing reports analyzed · 5 bullish, 1 bearish, 0 mixed, 12 neutral · avg impact 3.4/10.
NEUTRALANALYST-UPGRADE4/10
Truist Securities upgrades PYPL to Hold from Sell — PT $57 (+1.8%)
Jul 24, 2026
NEUTRALANALYST-UPGRADE1/10
BMO Capital initiates PayPal at Market Perform with $52 PT — in-line with consensus, 2.2% upside
Apr 22, 2026
BULLISHANALYST-UPGRADE3/10
Barclays initiates PYPL to Underweight — PT $42 (-8%)
Jul 8, 2026
NEUTRALANALYST-DOWNGRADE4/10
Macquarie double downgrades XYZ to Neutral — PT $50 (8% upside), cuts from $58
May 7, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 25, 2026
short_volume
Short Volume: PYPL — 65.4% short (4.7M / 7.2M)
Short: 4,695,630 | Exempt: 38,295 | TRF Vol: 7,185,088 | Short Ratio: 65.4% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: PYPL — 64.0% short (1.8M / 2.8M)
Short: 1,779,474 | Exempt: 7,679 | TRF Vol: 2,781,066 | Short Ratio: 64.0% | Off-exchange volume (dark pool + OTC)
Sep 14, 2026
ftd
FTD: PYPL — 28,590 shares ($1.5M) failed to deliver
Settlement: 20260914, Price: $53.72, FTD Value: $1,535,854.8, PAYPAL HLDGS INC COM
Sep 7, 2026
dark_pool
Dark Pool: PYPL — 7.8M shares, 119,820 trades
Week starting 2026-09-07. Total ATS volume: 7,837,130 shares across 119,820 trades.
Sep 4, 2026
ftd
FTD: PYPL — 149,989 shares ($8.5M) failed to deliver
Settlement: 20260904, Price: $56.82, FTD Value: $8,522,374.98, PAYPAL HLDGS INC COM
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.31 | $1.28–$1.40 | -1.9% | -0.1% | 11↑ 18↓ | $8.7B | 36 |
| Next Q | $1.34 | $1.25–$1.42 | 9.3% | -0.0% | 10↑ 16↓ | $9.0B | 34 |
| Current FY | $5.39 | $5.29–$5.75 | 1.5% | +0.1% | 36↑ 3↓ | $34.8B | 42 |
| Next FY | $5.79 | $5.31–$6.08 | 7.3% | -0.1% | 26↑ 11↓ | $36.2B | 43 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.315 | — |
| 7d ago | $1.315 | -0.000 |
| 30d ago | $1.315 | -0.001 |
| 60d ago | $1.331 | -0.017 |
| 90d ago | $1.330 | -0.015 |
Institutional ownership
Which big funds own PYPL (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $23.0B total value (527,801,123 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 38 institutions added/increased vs 12 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 74,965,012 | $3.2B | 14.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 53,624,311 | $2.3B | 10.1% | — |
| STATE STREET CORP | 41,228,833 | $1.8B | 7.7% | — |
| Invesco Ltd. | 33,444,420 | $1.4B | 6.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 29,372,478 | $1.3B | 5.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 22,656,267 | $978.3M | 4.3% | — |
| BANK OF AMERICA CORP /DE/ | 22,592,936 | $975.6M | 4.2% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,644,100 | $891.4M | 3.9% | ADD +52.8% |
| CITADEL ADVISORS LLC | 13,367,000 | $577.2M | 2.5% | TRIM -42.1% |
| GOLDMAN SACHS GROUP INC | 11,581,581 | $500.1M | 2.2% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 11,379,017 | — | $491.3M |
| FIRST TRUST ADVISORS LP | ADD | 5,123,978 | 7,713,570 | +50.5% | $333.1M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 4,196,675 | 6,967,033 | +66.0% | $300.8M |
| Amundi | TRIM | 13,804,208 | 5,673,391 | -58.9% | $245.0M |
| Allianz Asset Management GmbH | ADD | 3,822,205 | 5,235,573 | +37.0% | $226.1M |
| CANADA PENSION PLAN INVESTMENT BOARD | DOUBLED | 625,947 | 4,967,794 | +693.6% | $214.5M |
| CITADEL ADVISORS LLC | TRIM | 7,477,174 | 4,330,457 | -42.1% | $187.0M |
| FMR LLC | TRIM | 6,877,262 | 3,685,238 | -46.4% | $159.1M |
| JPMORGAN CHASE & CO | TRIM | 5,545,053 | 3,549,189 | -36.0% | $157.5M |
| BARCLAYS PLC | TRIM | 5,923,432 | 3,258,847 | -45.0% | $140.7M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
5 insiders, 50 transactions. Net -$957.9K — $254.5K bought, $1.2M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | Miller Jamie S | Chief Fin & Op Officer | EXERCISE | 9,094 | — | — |
| Sep 15, 2026 | Miller Jamie S | Chief Fin & Op Officer | EXERCISE | 2,910 | — | — |
| Sep 15, 2026 | Miller Jamie S | Chief Fin & Op Officer | TAX W/H | 6,129 | $54.03 | $331.1K |
| Sep 3, 2026 | Natali Chris | SVP, Chief Accounting Officer | SELL | 552 | $54.80 | $30.2K |
| Sep 3, 2026 | Kereere Suzan | President, Global Markets | SELL | 1,284 | $56.69 | $72.8K |
| Sep 3, 2026 | Kereere Suzan | President, Global Markets | SELL | 995 | $55.79 | $55.5K |
| Sep 3, 2026 | Kereere Suzan | President, Global Markets | SELL | 1,100 | $54.53 | $60.0K |
| Sep 3, 2026 | Keller Frank | Pres., Checkout Sol. & PayPal | SELL | 1,185 | $56.71 | $67.2K |
| Sep 3, 2026 | Keller Frank | Pres., Checkout Sol. & PayPal | SELL | 1,000 | $55.74 | $55.7K |
| Sep 3, 2026 | Keller Frank | Pres., Checkout Sol. & PayPal | SELL | 2,427 | $54.68 | $132.7K |
Congressional trades
PYPL trades disclosed by members of Congress, with disclosure delay.
5 members · 4 buys / 5 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 30, 2026 | John Boozman | R | SENATE | BUY | $1,001 - $15,000 | PayPal Holdings Inc | Aug 17, 2026(19d) |
| Mar 16, 2026 | Mark Alford | R | HOUSE | SELL | $1,001 - $15,000 | PayPal Holdings Inc | Apr 1, 2026(17d) |
| Mar 13, 2026 | Byron Donalds | R | HOUSE | BUY | $1,001 - $15,000 | PayPal Holdings Inc | Apr 9, 2026(28d) |
| Mar 13, 2026 | Byron Donalds | R | HOUSE | BUY | $1,001 - $15,000 | PayPal Holdings Inc | Apr 9, 2026(28d) |
| Feb 20, 2026 | Charles Fleischmann | R | HOUSE | SELL | $1,001 - $15,000 | PayPal Holdings Inc | Mar 23, 2026(32d) |
| Feb 13, 2026 | Angus King | O | SENATE | SELL | $1,001 - $15,000 | PayPal Holdings Inc | Mar 24, 2026(39d) |
| Feb 10, 2026 | Byron Donalds | R | HOUSE | SELL | $1,001 - $15,000 | PayPal Holdings Inc | Mar 9, 2026(28d) |
| Feb 10, 2026 | Byron Donalds | R | HOUSE | SELL | $1,001 - $15,000 | PayPal Holdings Inc | Mar 9, 2026(28d) |
| Jan 29, 2026 | John Boozman | R | SENATE | BUY | $1,001 - $15,000 | PayPal Holdings Inc | Feb 15, 2026(18d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for PYPL.
Shares short
29,335,284
Settlement Sep 15, 2026
Change vs prior
-12.1%
Semi-monthly cycle
Days to cover
2.7
At avg daily volume
Of shares outstanding
≈3.4%
Estimate — not % of float
All PYPL filing & press-release reports (18)
- Truist Securities upgrades PYPL to Hold from Sell — PT $57 (+1.8%)Jul 24, 2026
- BMO Capital initiates PayPal at Market Perform with $52 PT — in-line with consensus, 2.2% upsideApr 22, 2026
- Barclays initiates PYPL to Underweight — PT $42 (-8%)Jul 8, 2026
- Macquarie double downgrades XYZ to Neutral — PT $50 (8% upside), cuts from $58May 7, 2026
- Barclays upgrades PYPL to Equal-Weight — PT $55 (+31%)Jul 17, 2026
- COURT-RULING reportSep 1, 2026
- COURT-RULING reportAug 20, 2026
- COURT-RULING reportAug 13, 2026
- CLUSTER reportJul 30, 2026
- 8-K reportJul 28, 2026
- COURT-RULING reportJul 15, 2026
- COURT-RULING reportJul 11, 2026
- COURT-RULING reportJul 9, 2026
- COURT-RULING reportJun 13, 2026
- DEFA14A reportMay 8, 2026
- CLUSTER reportApr 30, 2026
- DEFA14A reportApr 7, 2026
- INST-CLUSTER reportFeb 28, 2026