Seaport Res Ptn Predicts PayPal’s Q2 Earnings (NASDAQ:PYPL)

PayPal Holdings, Inc. (NASDAQ:PYPL) – Research analysts at Seaport Res Ptn dropped their Q2 2026 EPS estimates for PayPal in a report issued on Tuesday, October 29th. Seaport Res Ptn analyst J. Cantwell now forecasts that the credit services provider will post earnings of $1.28 per share for the quarter, down from their previous estimate of $1.55. The consensus estimate for PayPal’s current full-year earnings is $4.56 per share. Seaport Res Ptn also issued estimates for PayPal’s FY2026 earnings at $5.49 EPS.

PayPal (NASDAQ:PYPL) last posted its quarterly earnings results on Tuesday, October 29th. The credit services provider reported $1.20 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.07 by $0.13. PayPal had a net margin of 14.08% and a return on equity of 23.44%. The business had revenue of $7.85 billion during the quarter, compared to analyst estimates of $7.88 billion. During the same period in the prior year, the business posted $0.97 earnings per share. The company’s revenue was up 6.0% on a year-over-year basis.

Other analysts have also issued reports about the stock. Sanford C. Bernstein lowered shares of PayPal from an “outperform” rating to a “market perform” rating and upped their price target for the company from $75.00 to $80.00 in a research report on Thursday, October 10th. Oppenheimer began coverage on shares of PayPal in a research report on Tuesday, October 1st. They set a “market perform” rating for the company. William Blair raised shares of PayPal to a “hold” rating in a research note on Tuesday, July 30th. UBS Group upped their price objective on shares of PayPal from $72.00 to $85.00 and gave the company a “neutral” rating in a research note on Wednesday. Finally, Monness Crespi & Hardt upped their price objective on shares of PayPal from $95.00 to $110.00 and gave the company a “buy” rating in a research note on Monday, October 28th. Fifteen research analysts have rated the stock with a hold rating, twenty have given a buy rating and one has given a strong buy rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $82.83.

PayPal Stock Performance

NASDAQ PYPL opened at $77.25 on Friday. The company has a 50-day simple moving average of $76.50 and a two-hundred day simple moving average of $67.69. The company has a quick ratio of 1.24, a current ratio of 1.25 and a debt-to-equity ratio of 0.49. PayPal has a 12-month low of $52.55 and a 12-month high of $83.70. The firm has a market cap of $77.45 billion, a price-to-earnings ratio of 18.44, a PEG ratio of 1.41 and a beta of 1.43.

Institutional Investors Weigh In On PayPal

A number of institutional investors have recently made changes to their positions in the company. Legal & General Group Plc grew its holdings in shares of PayPal by 3.3% during the second quarter. Legal & General Group Plc now owns 8,636,644 shares of the credit services provider’s stock valued at $501,184,000 after buying an additional 276,287 shares during the last quarter. Clearbridge Investments LLC grew its holdings in shares of PayPal by 28.1% during the second quarter. Clearbridge Investments LLC now owns 8,511,242 shares of the credit services provider’s stock valued at $493,907,000 after buying an additional 1,866,925 shares during the last quarter. Primecap Management Co. CA grew its holdings in shares of PayPal by 180.7% during the second quarter. Primecap Management Co. CA now owns 4,946,460 shares of the credit services provider’s stock valued at $287,043,000 after buying an additional 3,184,160 shares during the last quarter. Dimensional Fund Advisors LP grew its holdings in shares of PayPal by 14.8% during the second quarter. Dimensional Fund Advisors LP now owns 3,166,795 shares of the credit services provider’s stock valued at $183,789,000 after buying an additional 409,322 shares during the last quarter. Finally, BNP PARIBAS ASSET MANAGEMENT Holding S.A. grew its holdings in shares of PayPal by 5.1% during the second quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. now owns 3,046,502 shares of the credit services provider’s stock valued at $176,789,000 after buying an additional 146,643 shares during the last quarter. Hedge funds and other institutional investors own 68.32% of the company’s stock.

About PayPal

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.