PayPal (NASDAQ:PYPL) Rating Increased to Strong Sell at Barclays

Posted by Kyle Jackson on Jul 10th, 2026

Barclays upgraded shares of PayPal (NASDAQ:PYPL – Free Report) to a strong sell rating in a report issued on Tuesday,Zacks.com reports.

Several other analysts have also weighed in on the company. Deutsche Bank Aktiengesellschaft reduced their price objective on PayPal from $50.00 to $45.00 in a research note on Monday, May 11th. BMO Capital Markets started coverage on shares of PayPal in a report on Tuesday, April 21st. They issued a “market perform” rating and a $52.00 target price for the company. Piper Sandler reduced their price target on shares of PayPal from $46.00 to $42.00 and set a “neutral” rating on the stock in a research note on Monday, June 29th. Loop Capital assumed coverage on shares of PayPal in a report on Tuesday, March 31st. They set a “hold” rating and a $46.00 price target on the stock. Finally, The Goldman Sachs Group upped their price objective on shares of PayPal from $41.00 to $48.00 and gave the stock a “sell” rating in a research report on Thursday. Seven equities research analysts have rated the stock with a Buy rating, thirty-two have given a Hold rating and six have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $53.91.

Read Our Latest Report on PayPal

PayPal Stock Performance

Shares of NASDAQ:PYPL opened at $45.32 on Tuesday. PayPal has a 1 year low of $38.46 and a 1 year high of $79.50. The stock has a market capitalization of $39.98 billion, a price-to-earnings ratio of 8.50, a price-to-earnings-growth ratio of 1.11 and a beta of 1.33. The company has a debt-to-equity ratio of 0.47, a current ratio of 1.26 and a quick ratio of 1.26. The company’s 50 day simple moving average is $44.10 and its 200 day simple moving average is $47.48.

PayPal (NASDAQ:PYPL – Get Free Report) last released its earnings results on Tuesday, May 5th. The credit services provider reported $1.34 earnings per share for the quarter, topping the consensus estimate of $1.27 by $0.07. PayPal had a return on equity of 25.02% and a net margin of 15.00%.The firm had revenue of $8.35 billion during the quarter, compared to analysts’ expectations of $8.05 billion. During the same period in the prior year, the company earned $1.33 earnings per share. The company’s quarterly revenue was up 7.2% on a year-over-year basis. As a group, research analysts predict that PayPal will post 5.32 EPS for the current fiscal year.

PayPal Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, June 25th. Stockholders of record on Thursday, June 4th were given a $0.14 dividend. The ex-dividend date was Thursday, June 4th. This represents a $0.56 dividend on an annualized basis and a dividend yield of 1.2%. PayPal’s payout ratio is 10.51%.

Insider Activity

In other news, CAO Chris Natali sold 1,337 shares of the stock in a transaction on Wednesday, April 29th. The shares were sold at an average price of $49.46, for a total transaction of $66,128.02. Following the completion of the sale, the chief accounting officer directly owned 1,586 shares in the company, valued at $78,443.56. This represents a 45.74% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Suzan Kereere sold 3,379 shares of PayPal stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $42.79, for a total transaction of $144,587.41. Following the transaction, the insider directly owned 30,983 shares of the company’s stock, valued at $1,325,762.57. This represents a 9.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 20,612 shares of company stock valued at $966,623. 0.63% of the stock is currently owned by insiders.

Institutional Trading of PayPal

Several large investors have recently modified their holdings of PYPL. Vanguard Group Inc. grew its stake in shares of PayPal by 6.5% in the 4th quarter. Vanguard Group Inc. now owns 90,376,927 shares of the credit services provider’s stock valued at $5,276,205,000 after buying an additional 5,534,462 shares during the period. Rule One Partners LLC purchased a new position in shares of PayPal during the fourth quarter valued at approximately $2,043,000. Step Capital Management Pte. Ltd. purchased a new position in shares of PayPal during the fourth quarter valued at approximately $6,130,000. Easterly Investment Partners LLC grew its holdings in PayPal by 705.2% during the fourth quarter. Easterly Investment Partners LLC now owns 100,651 shares of the credit services provider’s stock worth $5,876,000 after buying an additional 88,151 shares in the last quarter. Finally, Greenwich Wealth Management LLC grew its holdings in PayPal by 61.0% during the fourth quarter. Greenwich Wealth Management LLC now owns 125,830 shares of the credit services provider’s stock worth $7,346,000 after buying an additional 47,653 shares in the last quarter. Institutional investors and hedge funds own 68.32% of the company’s stock.

Trending Headlines about PayPal

Here are the key news stories impacting PayPal this week:

Positive Sentiment: PayPal expanded PYUSD to Polygon, giving its stablecoin native access to a large settlement network and potentially improving transaction utility for merchants and users. PayPal boosts its stablecoin as banks prepare to launch a shared one
Positive Sentiment: Analysts and market commentary suggest the PYUSD launch on Polygon is helping sentiment around PYPL, as the move could increase stablecoin adoption and reinforce PayPal’s crypto strategy. PayPal Stock (PYPL) Ticks Up as PYUSD Goes Native on Polygon
Positive Sentiment: PayPal’s continued PYUSD expansion via Paxos and Polygon highlights efforts to build a broader stablecoin settlement network, which may support future growth in payments and fintech services. PayPal’s PYUSD Stablecoin Arrives Natively on Polygon via Paxos Partnership
Neutral Sentiment: PayPal also received a bearish analyst initiation from Barclays, but the rating change does not appear to be the main driver of today’s trading action. PayPal Holdings (PYPL) Gets a Sell from Barclays
Neutral Sentiment: Broader market risk-off pressure weighed on financial stocks after geopolitical headlines, which may have created some short-term volatility in PYPL. PayPal, Ameriprise Financial, and Ally Financial Shares Are Falling, What You Need To Know
Neutral Sentiment: PayPal is also being discussed for its AI-driven cost savings and BNPL growth strategy, but these items are more long-term than immediate stock catalysts. PayPal AI Push: Will $1.5B Savings Drive Faster Growth Ahead?

About PayPal

(Get Free Report)

PayPal Holdings, Inc operates a global digital payments platform that enables consumers and merchants to send and receive payments online, on mobile devices and at the point of sale. The company provides a broad set of payment solutions, including a digital wallet, merchant payment processing, checkout services, invoicing and fraud-management tools. PayPal’s platform is designed to support e-commerce, in-person retail and person-to-person transfers, targeting both individual consumers and businesses of varying sizes.

Key products and services in PayPal’s portfolio include the PayPal wallet and checkout ecosystem, the Venmo peer-to-peer mobile app, Braintree’s developer-focused payment gateway, Xoom for international money transfers, and PayPal Credit and buy-now-pay-later options.