PayPal (PYPL) Execs Cash Out as Stock Tumbles Post-Earnings – Is the Digital Payment Giant Losing Its Edge?
PayPal's leadership just made a bearish bet—with their own wallets.
Shares cratered after Q3 earnings, and insiders wasted no time dumping stock. The timing? Impeccable, as always. Wall Street's favorite pastime: selling the dip before retail catches on.
Digital payments aren't dying—but confidence in legacy players might be. While execs count their paper gains, crypto-native alternatives keep eating PayPal's lunch. No shareholder meeting jargon can spin this one.
Here's the real question: When the suits flee, do you follow—or double down on the decentralized future?
TLDR
- PayPal’s chief accounting officer sold 1,374 shares for nearly $95,000 on October 30, leaving no direct holdings
- President of global markets Suzan Kereere sold 12,500 shares totaling $860,900 on November 3
- Global chief risk officer Aaron Webster sold 9,282 shares for around $615,309 on November 10
- PayPal stock has dropped 26% this year and fell 14% since the October 28 earnings report
- Jim Cramer stated that having a good CEO hasn’t helped the stock, saying CEO Alex Chriss needs to deliver better numbers
Three PayPal executives sold company shares in recent weeks as the stock continues its downward trend. The sales came shortly after the company posted third-quarter earnings on October 28.
Chris Natali, PayPal’s chief accounting officer, sold 1,374 shares on October 30 at $69.13 each. The sale totaled nearly $95,000. After the transaction, Natali held no direct shares in the company.
PayPal Holdings, Inc., PYPL
Suzan Kereere, president of global markets, made two separate sales on November 3. She sold 10,000 shares at an average price of $68.85 each. She then sold another 2,500 shares for $68.96 each. The combined sales totaled $860,900.
Following her transactions, Kereere owned 30,983 shares directly. Those shares were worth $1.9 million based on Friday’s closing price of $62.81.
Aaron Webster, the company’s global chief risk officer, executed three sales on November 10. He sold a total of 9,282 shares for approximately $615,309. Webster’s remaining direct holdings stood at 35,699 shares, valued at more than $2.2 million as of Friday.
PayPal did not respond to requests for comment about the executive sales.
Stock Performance Trails Market
The fintech company’s shares have fallen 26% in 2025. In comparison, the S&P 500 index has risen more than 14% during the same period. Since the October 28 earnings report, shares have declined 14%.
The current stock price is far below PayPal’s peak performance. The company reached a record closing high of $308.53 on July 23, 2021. It hit an intraday record of $310.16 on July 26, 2021.
CEO Alex Chriss took over as the company’s top executive in 2023. He has implemented a turnaround strategy focused on eliminating low-profit, unbranded businesses.
Analyst and Industry Concerns
Despite several solid earnings reports, the stock has struggled to gain traction. Investors continue questioning PayPal’s competitive position against rivals. Analysts are looking for meaningful improvements in online branded growth metrics.
The third-quarter results showed revenue of $8.29 billion and earnings per share of $1.40. Both figures beat analyst estimates of $8.08 billion and $1.30. However, weak transaction margin dollars caused the stock to drop 8% after the report.
Transaction margin dollars represent the money PayPal makes on each transaction after deducting associated costs. This metric remains a key concern for investors.
CNBC’s Jim Cramer recently commented on the company’s performance. He stated that having a good CEO hasn’t helped the stock much. Cramer emphasized that Chriss needs to start delivering better numbers.
The fintech sector shows mixed results this year. Affirm Holdings has gained 16% in 2025. Block, another competitor, has fallen 29% during the same period.
PayPal shares closed at $62.81 on Friday.
