PayPal Holdings, Inc.

NasdaqGS:PYPL 주식 리포트

시가총액: US$45.8b

PayPal Holdings 배당 및 자사주 매입

배당 기준 점검 2/6

PayPal Holdings 수익으로 충분히 충당되는 현재 수익률 1.12% 보유한 배당금 지급 회사입니다.

핵심 정보

1.1%

배당 수익률

13.8%

자사주 매입 수익률

총 주주 수익률14.9%
미래 배당 수익률0.8%
배당 성장률n/a
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향5%

최근 배당 및 자사주 매입 업데이트

Recent updates

PayPal Profit Engine Could Be Threatened By Agentic Shopping Revolution

Apr 28

PYPL: Takeover Chatter And Mixed Ratings Will Shape Future Repricing Debate

The analyst price target for PayPal has been nudged higher to align with a fair value estimate of about $53, as analysts balance mixed rating changes and takeover chatter with slightly adjusted assumptions for growth, margins, and future P/E. Analyst Commentary Recent research on PayPal reflects a split tape, with some firms flagging valuation support and takeover optionality, while others focus on competitive pressure, execution risk, and trimmed price targets across the coverage universe.

PYPL: Reported Takeover Interest Will Drive Future Repricing Debate

Analysts have nudged the fair value estimate for PayPal Holdings slightly higher to about $52.74, citing modestly stronger assumptions for revenue growth and profit margins, along with a still restrained future P/E multiple and a cluster of recent Neutral ratings that balance ongoing competitive and execution questions with interest from potential acquirers. Analyst Commentary Recent research coverage on PayPal has tilted toward more neutral stances, with several firms reiterating or initiating ratings that sit between outright bullish and bearish.

PYPL: Rising Checkout Competition Will Likely Keep Takeover Hopes From Repricing Shares

Analysts have reset PayPal Holdings' fair value estimate from $51.00 to $32.00, as they factor in more muted revenue growth, softer profit margins, a lower future P/E multiple, and a wave of reduced price targets and Neutral ratings driven by rising competitive pressures and questions around the durability of branded checkout share. Analyst Commentary Recent Street research on PayPal reflects a split view.

PYPL: Reported Takeover Interest Will Support Future Upside Repricing

The analyst price target for PayPal increases slightly to $52 from $51.88 as analysts weigh a long list of recent target cuts and downgrades against ongoing views that the shares are undervalued and could draw buyer interest at a higher valuation multiple. Analyst Commentary Recent research on PayPal highlights a split view, with some firms trimming price targets or moving to Neutral ratings while others argue that the stock screens as undervalued, especially in the context of reported takeover interest.

PYPL: AI Commerce Partnerships And Share Buybacks Will Support Future Upside

The Analyst Price Target for PayPal Holdings has been reset lower from $73.33 to $51.88, reflecting analysts' updated views on softer revenue growth, slightly weaker profit margins, and a more conservative future P/E following a wave of price target cuts and rating changes across the Street. Analyst Commentary Recent research on PayPal Holdings reflects a mixed but more cautious tone, with many firms cutting price targets and adjusting ratings, while a smaller group highlights reasons to stay constructive on the story.

Why Investors Shouldn't Be Surprised By PayPal Holdings, Inc.'s (NASDAQ:PYPL) 31% Share Price Plunge

Feb 05
Why Investors Shouldn't Be Surprised By PayPal Holdings, Inc.'s (NASDAQ:PYPL) 31% Share Price Plunge

PYPL: AI Commerce Partnerships And Buybacks Will Drive Future Reassessment

The analyst price target for PayPal Holdings has been revised from $105.86 to $79.19. This reflects analysts' updates to fair value, growth, profitability and future P/E assumptions following a broad wave of target cuts and rating changes across the Street.

PayPal’s Acquisition of Cymbio: Deepening Agentic Commerce Capabilities, Expanding AI Distribution, and Reinforcing Merchant-Centric Growth

Author: Qudus Adebara (Founder of Wane Investment House) PayPal Holdings, Inc. (NASDAQ: PYPL) has announced an agreement to acquire Cymbio , a multi-channel orchestration and commerce enablement platform, marking a strategically significant step in PayPal’s evolution from a payments company into a full-stack, AI-native commerce partner.

PYPL: AI Commerce And ChatGPT Wallet Integration Will Support Future Upside

Analysts have trimmed their blended price target on PayPal Holdings to about $73 from roughly $77. This reflects slightly lower assumptions for revenue growth, profit margins, and future P/E, as recent research has emphasized tempered expectations for branded checkout momentum and market share.

PYPL: AI Commerce And ChatGPT Integration Will Drive Future Upside Potential

Analysts have trimmed their blended fair value estimate for PayPal Holdings to about $76.75 from roughly $82.00, reflecting slightly lower modeled revenue growth, profit margins, and future P/E assumptions, even as several firms recently raised price targets on the back of steady operating progress and new partnerships. Analyst Commentary Recent research on PayPal shows a split between analysts who see the Q3 update and product shifts as a reason to lean more constructive, and those who remain cautious on execution, competitive pressure, and margin risk.

PayPal Stock: The Shift From Growth at Any Cost to Payments With Discipline

PayPal (NASDAQ: PYPL) has spent the past two years doing something the market often demands but rarely rewards in real time: resetting expectations. After a long stretch defined by rapid user expansion and sprawling product initiatives, the company is refocusing on fundamentals—transaction margins, operating leverage, and capital returns.

PYPL: Future OpenAI Partnership Upside Will Likely Fail To Justify Current Pricing

Analysts modestly raise their price expectations for PayPal, with our updated fair value estimate moving from $62.00 to $71.00 per share. This reflects improving revenue growth and profit margin assumptions alongside a lower future P E multiple, as recent Street research highlights steady operational progress, expanding BNPL and Venmo contributions, and incremental upside from the new OpenAI partnership despite ongoing macro and competitive headwinds.

PYPL: AI Commerce Partnerships Will Drive Future Upside Potential

Analysts have modestly raised their price target on PayPal Holdings to a range of about $80 to $100 per share, reflecting greater confidence in accelerating revenue growth, improving contributions from unbranded processing and Buy Now, Pay Later, and new AI driven partnerships, even as they temper expectations for near term profitability and valuation multiples. Analyst Commentary Recent research commentary reflects a more constructive stance on PayPal, with several bullish analysts raising price targets into the high $70s to low $100s as execution improves across core and newer initiatives.

Why PayPal’s Growth Story Isn’t Over

PayPal Stock: Growth Is Back, Dividend Introduced PayPal (NASDAQ: PYPL) delivered a stronger-than-expected Q3 2025 and, for the first time in its history, announced a quarterly dividend — signaling confidence in its ability to generate consistent free cash flow. Revenue climbed 7% year-over-year to $8.4 billion , while transaction margin dollars rose 6% to $3.9 billion.

Analyst Commentary Highlights Mixed Outlook and Modest Valuation Changes for PayPal Holdings

Analysts have reduced their fair value estimate for PayPal Holdings slightly from $82.52 to $82.22. They cite ongoing transaction margin headwinds and near-term uncertainty in branded checkout growth as the main drivers for the modest adjustment.

Weekly Picks: 💸 A fintech heavyweight with even more upside potential and 2 more picks

Sep 05
Weekly Picks: 💸 A fintech heavyweight with even more upside potential and 2 more picks

PayPal's Future Growth Through Venmo and Merchant Solutions

PayPal at it's surface might not seem like fanciest option available; but as you take a deeper dive into the company it has a lot more to offer than just the app we use for transactions and sending money to others. Most of their revenue comes from transactions while they also source some revenue from other added value services like: Payment Gateway Subscriptions Interest and fees from consumer loans and merchant loans Other credit products referrals partnerships One other source that recently has begun to catch traction for them is Venmo; which is quite similar to the normal services of PayPal but has been very popular with younger populations.

PayPal: Strong Results And A Massive Shareholder Yield

Apr 29

PayPal: The Turnaround Is Under Threat

Apr 23

The PayPal Dilemma: No Growth, No Returns - Time To Sell

Apr 16

PayPal: This Selloff Is A Gift

Apr 08

PayPal Is Cheap, Profitable, And About To Rebound (Rating Upgrade)

Mar 30

PayPal: Big Investor Day Implications (Rating Upgrade)

Mar 19

PayPal: Surrounded By Numerous Catalysts

Mar 13

PayPal Is A Rare Value-Meets-Growth Opportunity

Mar 03

PayPal: Beating Competition With Fastlane

Feb 25

Why I'm Still Bullish Despite PayPal's Challenges

Feb 16

PayPal: Buy The Meltdown

Feb 08
User avatar

Narrative update from Richard Bowman

PayPal's Costs are Increasing While Lower Rates Become a HeadwindAs of November 2024PayPal’s revenue growth has continued to slow, tracking a slowdown in total payment volumes which are up 9% over the

PayPal Q4 Preview: X Deal With Visa Is Big

Jan 31

PayPal: Sell Before Reality Sets In (Technical Analysis)

Jan 16

PayPal's Rally Shouldn't Stop In 2025

Jan 08
User avatar

Narrative update from Stjepan Kalinic

PayPal acquired Honey Science Corp. for $4 billion in 2020. The company, which became a subsidiary of PayPal, is a browser extension business that applies coupon codes on e-commerce websites.

PayPal: Positioned To Shine In 2025

Dec 26

Revisiting PayPal Stock One Year After Buying: How Does It Look Now?

Dec 17

PayPal: There Are Reasons To Be Optimistic, But It's Too Early To Buy

Dec 02

PayPal: Near Doubling Upside Still Possible (Reiterate Buy)

Nov 23

Why PayPal’s Growth Story Isn’t Over

As PayPal (PYPL) solidifies its position in the digital payments landscape, it presents a promising opportunity driven by transaction growth, profitability, and an attractive valuation. This analysis

PayPal: Expecting Sharp Growth Slowdown Amid Weak Volume And Declining Take Rate (Rating Downgrade)

Nov 13

PayPal: Paying It Forward For Profitable Growth - Upgrading To A Buy

Nov 06

PayPal: Just 3 Million Shy Of Making Another Record

Oct 31

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: 이제 막 배당금 지급을 시작했기 때문에 PYPL 의 배당금 지급이 안정적인지 여부를 판단하기에는 너무 이릅니다.

배당금 증가: 이제 막 배당금 지급을 시작했기 때문에 PYPL 의 배당금 지급액이 늘어나고 있는지 판단하기에는 너무 이릅니다.


배당 수익률 vs 시장

PayPal Holdings 배당 수익률 vs 시장
PYPL의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (PYPL)1.1%
시장 하위 25% (US)1.4%
시장 상위 25% (US)4.2%
업계 평균 (Diversified Financial)1.1%
분석가 예측 (PYPL) (최대 3년)0.8%

주목할만한 배당금: PYPL 의 배당금( 1.12% )은 US 시장에서 배당금 지급자의 하위 25%( 1.4% )와 비교해 주목할 만하지 않습니다.

고배당: PYPL 의 배당금( 1.12% )은 US 시장에서 배당금 지급자의 상위 25%( 4.23% )와 비교해 낮습니다.


주주 대상 이익 배당

수익 보장: 낮은 배당금 지급 비율 (5.1%)로 인해 PYPL의 배당금 지급은 수익으로 충분히 충당됩니다.


주주 현금 배당

현금 흐름 범위: 현금 지급 비율 ( 9.1% )이 낮기 때문에 PYPL 의 배당금 지급은 현금 흐름으로 완전히 충당됩니다.


높은 배당을 제공하는 우량 기업 찾기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/04/30 04:03
종가2026/04/30 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

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산업 및 섹터 지표

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분석가 소스

PayPal Holdings, Inc.는 74명의 분석가가 다루고 있습니다. 이 중 43명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Richard KramerArete Research Services LLP
Oliver LesterArete Research Services LLP
Stephen BiggarArgus Research Company