PayPal Holdings, Inc. $PYPL Shares Bought by iA Global Asset Management Inc.

iA Global Asset Management Inc. raised its holdings in PayPal Holdings, Inc. (NASDAQ:PYPL) by 6.1% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 207,177 shares of the credit services provider’s stock after purchasing an additional 11,890 shares during the period. iA Global Asset Management Inc.’s holdings in PayPal were worth $13,893,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Hilltop National Bank acquired a new position in PayPal in the second quarter valued at approximately $27,000. MUFG Securities EMEA plc boosted its holdings in shares of PayPal by 100.4% in the second quarter. MUFG Securities EMEA plc now owns 385 shares of the credit services provider’s stock valued at $29,000 after acquiring an additional 87,524 shares in the last quarter. VSM Wealth Advisory LLC acquired a new position in shares of PayPal during the 2nd quarter valued at $36,000. Total Investment Management Inc. acquired a new stake in PayPal during the second quarter valued at approximately $38,000. Finally, True Wealth Design LLC boosted its position in shares of PayPal by 285.3% in the 3rd 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 during the period. 68.32% of the stock is owned by institutional investors.

PayPal News Roundup

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal announced it will acquire Cymbio to accelerate agentic commerce and AI-driven merchant integrations — investors view the deal as a concrete step to monetize AI commerce and expand merchant services. PayPal Acquires Cymbio to Bolster Agentic Commerce Capabilities
• Positive Sentiment: Multiple outlets highlight the Cymbio tie-up as strategic for AI shopping and dropship/marketplace automation, reinforcing the narrative that PayPal is pivoting toward higher-growth, commerce-AI offerings. The Future Of AI Shopping: Why PayPal Is Acquiring Cymbio
• Neutral Sentiment: A trader-friendly macro headline — reporting that President Trump shelved a tariff threat — reduced trade-risk premium, providing a short-term tailwind for growth and fintech names including PayPal. PayPal (PYPL) Stock Jumps As Trump Shelves Tariff Threat
• Neutral Sentiment: Coverage pieces note PayPal’s large multi-quarter share decline and debate whether recent AI bets (including Cymbio) can spark a sustained turnaround — these analyses keep investors focused on execution rather than immediate upside. Can PayPal’s Latest AI Bet Spark a Stock Revival?
• Negative Sentiment: Morgan Stanley reiterated a Sell rating and $51 price target, arguing that PayPal’s AI and agentic-commerce moves may be insufficient to offset structural headwinds (competition, fee pressure and share-loss), which weighs on investor confidence. PayPal: AI and Agentic Commerce Efforts Insufficient to Offset Structural Headwinds, Justifying Sell Rating
• Negative Sentiment: Technical and sentiment-focused pieces warn PYPL lost a key support level and remains under pressure after a multimonth sell-off, raising the risk that today’s rally could be short-lived without clear signs of revenue/market-share stabilization. PayPal stock just lost a crucial support: is it a bargain or a value trap?

PayPal Stock Up 2.3%

PYPL stock opened at $57.15 on Friday. PayPal Holdings, Inc. has a twelve month low of $55.01 and a twelve month high of $90.93. The company has a quick ratio of 1.34, a current ratio of 1.34 and a debt-to-equity ratio of 0.56. The company has a market cap of $53.47 billion, a PE ratio of 11.45, a price-to-earnings-growth ratio of 0.70 and a beta of 1.42. The business’s 50-day simple moving average is $59.74 and its 200 day simple moving average is $66.32.

PayPal (NASDAQ:PYPL) last announced its quarterly earnings data on Tuesday, October 28th. The credit services provider reported $1.34 EPS for the quarter, topping analysts’ consensus estimates of $1.20 by $0.14. The company had revenue of $8.42 billion during the quarter, compared to the consensus estimate of $8.21 billion. PayPal had a return on equity of 25.64% and a net margin of 14.96%.The company’s quarterly revenue was up 7.3% on a year-over-year basis. During the same quarter last 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 earnings per share for the current year.

PayPal Announces Dividend

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

Analyst Ratings Changes

A number of equities analysts have recently weighed in on the company. Susquehanna dropped their target price on PayPal from $94.00 to $90.00 and set a “positive” rating on the stock in a report on Thursday, January 8th. Needham & Company LLC reissued a “hold” rating on shares of PayPal in a research note on Tuesday, October 28th. Wall Street Zen cut shares of PayPal from a “buy” rating to a “hold” rating in a report on Sunday, January 18th. Truist Financial set a $58.00 target price on PayPal in a research note on Tuesday. Finally, Royal Bank Of Canada raised their price target on PayPal from $88.00 to $91.00 and gave the stock an “outperform” rating in a research note on Tuesday, October 28th. Twelve equities research analysts have rated the stock with a Buy rating, twenty-four have issued a Hold rating and four have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Hold” and an average price target of $75.84.

Insider Transactions at PayPal

In related news, EVP Aaron Webster sold 9,282 shares of the firm’s stock in a transaction on Monday, November 10th. The shares were sold at an average price of $66.29, for a total transaction 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 ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CAO Chris Natali sold 1,374 shares of the stock in a transaction dated Thursday, October 30th. The stock was sold at an average price of $69.13, for a total value of $94,984.62. The disclosure for this sale is available in the SEC filing. Insiders have sold 36,156 shares of company stock valued at $2,432,524 in the last three months. Company insiders own 0.08% of the company’s stock.

PayPal Company 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.