MASTERINVEST Kapitalanlage GmbH Sells 13,300 Shares of PayPal Holdings, Inc. $PYPL

MASTERINVEST Kapitalanlage GmbH trimmed its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 65.6% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,968 shares of the credit services provider’s stock after selling 13,300 shares during the period. MASTERINVEST Kapitalanlage GmbH’s holdings in PayPal were worth $467,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently modified their holdings of the company. Thompson Investment Management Inc. increased its stake in PayPal by 2.8% during the second quarter. Thompson Investment Management Inc. now owns 154,991 shares of the credit services provider’s stock worth $11,519,000 after acquiring an additional 4,165 shares during the last quarter. Kathmere Capital Management LLC bought a new stake in shares of PayPal in the 2nd quarter valued at approximately $325,000. Merit Financial Group LLC lifted its stake in shares of PayPal by 15.5% in the 3rd quarter. Merit Financial Group LLC now owns 164,901 shares of the credit services provider’s stock valued at $11,058,000 after purchasing an additional 22,139 shares during the last quarter. Ariose Capital Management Ltd boosted its holdings in shares of PayPal by 347.0% in the 3rd quarter. Ariose Capital Management Ltd now owns 193,100 shares of the credit services provider’s stock worth $12,949,000 after purchasing an additional 149,898 shares during the period. Finally, Kingstone Capital Partners Texas LLC bought a new position in shares of PayPal during the 2nd quarter valued at approximately $3,513,000. 68.32% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several analysts recently weighed in on the company. TD Cowen increased their price target on PayPal from $75.00 to $80.00 and gave the company a “hold” rating in a report on Wednesday, October 29th. The Goldman Sachs Group reduced their target price on shares of PayPal from $72.00 to $65.00 and set a “sell” rating on the stock in a research note on Tuesday, January 6th. UBS Group lowered their target price on shares of PayPal from $80.00 to $65.00 in a report on Wednesday, December 24th. Mizuho dropped their price target on shares of PayPal from $84.00 to $75.00 and set an “outperform” rating for the company in a research note on Monday, December 22nd. Finally, Needham & Company LLC reissued a “hold” rating on shares of PayPal in a research report on Tuesday, October 28th. Twelve equities research analysts have rated the stock with a Buy rating, twenty-four have given a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $77.26.

PayPal News Summary

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Partnership with Microsoft to power Copilot Checkout — integration lets shoppers complete purchases inside Microsoft Copilot, expanding PayPal’s payment footprint and potential transaction volume. PayPal Teams With Microsoft to Power Checkout in Copilot
• Positive Sentiment: Coverage highlighting PayPal as a value buy — recent pieces (Forbes, MoneyShow) argue PYPL’s valuation and margins make it an attractive long‑term purchase for value investors. Should You Consider Buying PayPal Stock?
• Positive Sentiment: New Transaction Graph Analytics program — product aimed at merchant analytics/insights that could boost monetization and seller retention if adoption scales. How PayPal’s New Transaction Graph Analytics Program Will Impact PayPal Holdings (PYPL) Investors
• Neutral Sentiment: Options activity shows elevated interest — options flow and positioning can signal short‑term speculators hedging or positioning around catalysts, but direction is ambiguous. Behind the Scenes of PayPal Holdings’s Latest Options Trends
• Neutral Sentiment: Susquehanna trims price target (from $94 to $90) but keeps a “positive” rating — reduced upside estimate but analyst stance remains constructive, a mixed signal for sentiment. PayPal price target lowered by at Susquehanna
• Neutral Sentiment: Market summaries note PYPL has dipped more than the broader market recently — useful context but not a direct catalyst. Why Paypal (PYPL) Dipped More Than Broader Market Today
• Negative Sentiment: Goldman Sachs lowered its price target to $65 — a meaningful cut that reduces analyst‑driven upside and likely pressured sentiment. The Goldman Sachs Group Lowers PayPal (NASDAQ:PYPL) Price Target to $65.00
• Negative Sentiment: Recent analyst downgrade drove a sell reaction — coverage noting the downgrade has coincided with downward pressure on the stock. PayPal (NASDAQ:PYPL) Shares Down 2.2% After Analyst Downgrade
• Negative Sentiment: Public criticism from commentators (Jim Cramer: “late to new technologies”) feeds a narrative that PayPal risks losing share to newer fintech entrants and could weigh on sentiment. Jim Cramer on Paypal: “The Company’s Been Late to New Technologies”

Insider Buying and Selling at PayPal

In other PayPal news, CAO Chris Natali sold 1,374 shares of the firm’s stock in a transaction dated Thursday, October 30th. The shares were sold at an average price of $69.13, for a total transaction of $94,984.62. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Aaron Webster sold 9,282 shares of the stock in a transaction on Monday, November 10th. The shares were sold at an average price of $66.29, for a total value of $615,303.78. Following the sale, the executive vice president directly owned 35,699 shares in the company, valued at $2,366,486.71. This trade represents a 20.64% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 36,156 shares of company stock valued at $2,432,524 in the last 90 days. Insiders own 0.08% of the company’s stock.

PayPal Trading Down 1.0%

PYPL stock opened at $57.66 on Friday. PayPal Holdings, Inc. has a 12 month low of $55.85 and a 12 month high of $93.25. The firm’s 50-day moving average is $61.56 and its 200 day moving average is $67.40. The company has a market capitalization of $53.95 billion, a PE ratio of 11.56, a P/E/G ratio of 0.72 and a beta of 1.42. The company has a debt-to-equity ratio of 0.56, a current ratio of 1.34 and a quick ratio of 1.34.

PayPal (NASDAQ:PYPL) last released its quarterly earnings data on Tuesday, October 28th. The credit services provider reported $1.34 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.20 by $0.14. The company had revenue of $8.42 billion during the quarter, compared to analysts’ expectations of $8.21 billion. PayPal had a net margin of 14.96% and a return on equity of 25.64%. The firm’s quarterly revenue was up 7.3% on a year-over-year basis. During the same period in the previous year, the company earned $1.20 EPS. PayPal has set its Q4 2025 guidance at 1.270-1.310 EPS and its FY 2025 guidance at 5.350-5.390 EPS. On average, research analysts anticipate that PayPal Holdings, Inc. will post 5.03 EPS for the current year.

PayPal Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, December 10th. Investors of record on Wednesday, November 19th were paid a $0.14 dividend. The ex-dividend date of this dividend was Wednesday, November 19th. This represents a $0.56 dividend on an annualized basis and a yield of 1.0%. PayPal’s dividend payout ratio is 11.22%.

About PayPal

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.