SPX Gestao de Recursos Ltda purchased a new position in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) during the 3rd quarter, HoldingsChannel.com reports. The institutional investor purchased 20,000 shares of the credit services provider’s stock, valued at approximately $1,341,000.
Several other large investors have also recently made changes to their positions in the company. Cloud Capital Management LLC purchased a new position in PayPal during the 3rd quarter valued at approximately $30,000. True Wealth Design LLC grew its holdings in shares of PayPal by 285.3% in the third quarter. True Wealth Design LLC now owns 524 shares of the credit services provider’s stock valued at $35,000 after purchasing an additional 388 shares in the last quarter. VSM Wealth Advisory LLC bought a new stake in PayPal in the second quarter worth $36,000. Dagco Inc. raised its stake in PayPal by 1,250.0% during the third quarter. Dagco Inc. now owns 540 shares of the credit services provider’s stock valued at $36,000 after purchasing an additional 500 shares in the last quarter. Finally, Total Investment Management Inc. bought a new position in PayPal during the second quarter valued at $38,000. 68.32% of the stock is owned by institutional investors.
Insider Activity at PayPal
In other PayPal news, CAO Chris Natali sold 2,208 shares of the company’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $44.73, for a total value of $98,763.84. Following the completion of the sale, the chief accounting officer directly owned 1,140 shares in the company, valued at approximately $50,992.20. This represents a 65.95% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Suzan Kereere sold 13,515 shares of the stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $46.02, for a total value of $621,960.30. Following the transaction, the insider directly owned 30,983 shares in the company, valued at $1,425,837.66. The trade was a 30.37% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 87,608 shares of company stock worth $3,831,535. Company insiders own 0.08% of the company’s stock.
More PayPal News
- Positive Sentiment: Concrete PYUSD use case: PayPal’s partnership to enable digital?asset settlement of freight invoices with TCS Blockchain gives PYUSD a real B2B payments application that could add transaction volume and fee opportunities. Read More.
- Positive Sentiment: Stablecoin narrative supports adoption: industry reports show the stablecoin market concentrating around a few players, highlighting PYUSD’s growing relevance vs. smaller alternatives. This supports PayPal’s strategic push into tokenized payments. Read More.
- Neutral Sentiment: Analyst coverage with limited upside: Bank of America started coverage with a “neutral” rating and a $48 target, signaling attention but only modest upside from current levels. Read More.
- Neutral Sentiment: Re?rating / valuation debate: Multiple market writeups are re?evaluating PayPal after the share reset — this keeps the stock in focus and boosts trading volume but produces mixed buy/hold views. Read More.
- Negative Sentiment: Major legal overhang — several law firms have filed or solicited plaintiffs for securities class actions alleging PayPal misled investors about growth and guidance; lead?plaintiff deadlines (April 20, 2026) intensify litigation risk and potential settlement costs. Read More.
- Negative Sentiment: Insider selling: Several senior executives have disclosed sizable sales (EVP Frank Keller, CAO Chris Natali and others), which investors often interpret as a near?term negative signal. Read More.
- Negative Sentiment: Short interest rising and recent downgrades: Reports show increased short interest and fresh downgrades / cautious price targets following PayPal’s Q4 revenue and EPS miss, which remain central to the bearish case. Read More. • Read More.
Analysts Set New Price Targets
Several analysts have recently issued reports on the stock. Deutsche Bank Aktiengesellschaft decreased their target price on shares of PayPal from $75.00 to $65.00 and set a “hold” rating on the stock in a research report on Friday, December 5th. Jefferies Financial Group restated a “hold” rating on shares of PayPal in a research report on Wednesday, January 7th. KGI Securities reaffirmed a “hold” rating and issued a $55.00 price objective on shares of PayPal in a research note on Monday, March 2nd. Dbs Bank raised PayPal to a “hold” rating in a research report on Friday, February 6th. Finally, Stephens decreased their price target on PayPal from $65.00 to $45.00 and set an “equal weight” rating on the stock in a report on Wednesday, February 4th. Eight investment analysts have rated the stock with a Buy rating, thirty-one have given a Hold rating and six have assigned a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $59.03.
View Our Latest Research Report on PYPL
PayPal Trading Down 1.4%
Shares of NASDAQ PYPL opened at $46.98 on Friday. PayPal Holdings, Inc. has a fifty-two week low of $38.46 and a fifty-two week high of $79.50. The company has a debt-to-equity ratio of 0.49, a quick ratio of 1.29 and a current ratio of 1.29. The company has a market cap of $43.25 billion, a price-to-earnings ratio of 8.68, a PEG ratio of 1.11 and a beta of 1.43. The business’s 50 day moving average price is $50.26 and its 200-day moving average price is $60.64.
PayPal (NASDAQ:PYPL – Get Free Report) last released its earnings results on Tuesday, February 3rd. The credit services provider reported $1.23 earnings per share for the quarter, missing the consensus estimate of $1.29 by ($0.06). The business had revenue of $8.68 billion for the quarter, compared to the consensus estimate of $8.82 billion. PayPal had a return on equity of 25.42% and a net margin of 15.77%.The firm’s revenue for the quarter was up 4.0% compared to the same quarter last year. During the same quarter last year, the business posted $1.19 earnings per share. On average, sell-side analysts expect that PayPal Holdings, Inc. will post 5.03 earnings per share for the current year.
PayPal Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Wednesday, March 25th. Stockholders of record on Wednesday, March 4th will be paid a dividend of $0.14 per share. This represents a $0.56 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Wednesday, March 4th. PayPal’s payout ratio is currently 10.35%.
PayPal Profile
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.
Further Reading
- Five stocks we like better than PayPal
- The gold chart Wall Street is terrified of…
- America’s 1776 happening again
- What a Former CIA Agent Knows About the Coming Collapse
- Unlocked: Elon Musk’s Next Big IPO
- Elon Musk already made me a “wealthy man”
Want to see what other hedge funds are holding PYPL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report).
Receive News & Ratings for PayPal Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for PayPal and related companies with MarketBeat.com's FREE daily email newsletter.
