PayPal Holdings, Inc. $PYPL Stock Position Lowered by AustralianSuper Pty Ltd

AustralianSuper Pty Ltd decreased its position in PayPal Holdings, Inc. (NASDAQ:PYPL) by 7.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 348,520 shares of the credit services provider’s stock after selling 28,417 shares during the quarter. AustralianSuper Pty Ltd’s holdings in PayPal were worth $23,372,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently bought and sold shares of the company. Norges Bank bought a new stake in PayPal in the second quarter worth about $921,570,000. Artisan Partners Limited Partnership raised its holdings in shares of PayPal by 1.6% in the 2nd quarter. Artisan Partners Limited Partnership now owns 11,992,031 shares of the credit services provider’s stock worth $891,248,000 after purchasing an additional 184,014 shares in the last quarter. Invesco Ltd. lifted its stake in PayPal by 5.5% during the second quarter. Invesco Ltd. now owns 10,038,584 shares of the credit services provider’s stock valued at $746,068,000 after purchasing an additional 522,514 shares during the last quarter. Primecap Management Co. CA boosted its holdings in PayPal by 9.5% during the second quarter. Primecap Management Co. CA now owns 6,542,450 shares of the credit services provider’s stock worth $486,235,000 after buying an additional 568,640 shares in the last quarter. Finally, Loomis Sayles & Co. L P grew its position in PayPal by 1.6% in the second quarter. Loomis Sayles & Co. L P now owns 6,522,748 shares of the credit services provider’s stock worth $484,771,000 after buying an additional 103,718 shares during the last quarter. 68.32% of the stock is owned by institutional investors and hedge funds.

More PayPal News

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Bull case: The Motley Fool argues 2026 could be a breakout year for PayPal if new partnerships and initiatives scale, providing a longer‑term growth angle that could support the stock. Prediction: 2026 Will Be the Year of PayPal
• Positive Sentiment: Merchant adoption of crypto: PayPal/NCA survey shows ~40% of U.S. merchants accept crypto at checkout — a market expansion signal that could lift payments volume over time if PayPal monetizes it. Nearly 40% of US merchants now accept crypto at checkout: PayPal
• Neutral Sentiment: Q4 event risk: Multiple previews urge caution ahead of PayPal’s Feb. 3 earnings — watch TPV, active accounts, take rate and guidance rather than just headline EPS/revenue. Results could swing sentiment. PayPal (PYPL) Q4 Earnings Preview
• Neutral Sentiment: Event timing: Several articles recommend pausing ahead of Q4 results because upcoming comps and details on volumes/revenue mix will drive short‑term direction. PayPal Reports Q4 Earnings on Feb. 3. Why You Should Press Pause on PYPL Stock For Now.
• Negative Sentiment: Analyst downgrades piling up: Rothschild/Redburn and others have cut ratings to Sell/Strong Sell and trimmed price targets, pressuring near‑term sentiment. “Heads Up, Investors,” PayPal Stock Hit with Sell Rating
• Negative Sentiment: Price‑target cuts: Truist and HSBC have lowered targets (Truist to $58, HSBC to $72), signaling weaker near‑term expectations and contributing to selling pressure. Truist Anticipates Solid PayPal Q4 Results but Warns of Difficult Volume Comparisons HSBC Lowers PayPal Price Target
• Negative Sentiment: Competitive and macro concerns: Analysis pieces highlight a brutal competitive landscape and macro headwinds that could limit upside absent clear volume/monetization beats. PayPal: A Brutal Competitive Landscape And Changes Yet To Be Seen

Insider Activity at PayPal

In other PayPal news, EVP Aaron Webster sold 9,282 shares of the stock in a transaction that occurred 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 completion of the sale, the executive vice president owned 35,699 shares in the company, valued at $2,366,486.71. This represents a 20.64% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Suzan Kereere sold 12,500 shares of PayPal stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $68.87, for a total transaction of $860,875.00. Following the sale, the insider directly owned 30,983 shares of the company’s stock, valued at $2,133,799.21. This trade represents a 28.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 25,944 shares of company stock worth $1,725,233. Company insiders own 0.08% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on PYPL. Bank of America reissued a “neutral” rating and set a $68.00 price objective (down from $93.00) on shares of PayPal in a research note on Thursday, December 11th. Royal Bank Of Canada increased their price target on PayPal from $88.00 to $91.00 and gave the company an “outperform” rating in a research report on Tuesday, October 28th. UBS Group dropped their price target on PayPal from $80.00 to $65.00 in a research note on Wednesday, December 24th. Monness Crespi & Hardt downgraded PayPal from a “buy” rating to a “neutral” rating in a report on Monday, January 5th. Finally, Keefe, Bruyette & Woods raised their target price on shares of PayPal from $85.00 to $90.00 and gave the stock an “outperform” rating in a report on Wednesday, October 29th. Twelve investment analysts have rated the stock with a Buy rating, twenty-four have assigned a Hold rating and six have issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $73.10.

PayPal Trading Down 1.8%

Shares of NASDAQ PYPL opened at $53.11 on Friday. The company has a current ratio of 1.34, a quick ratio of 1.34 and a debt-to-equity ratio of 0.56. PayPal Holdings, Inc. has a one year low of $52.53 and a one year high of $90.93. The business has a 50-day moving average price of $59.19 and a two-hundred day moving average price of $65.65. The firm has a market capitalization of $49.69 billion, a PE ratio of 10.64, a PEG ratio of 0.67 and a beta of 1.42.

PayPal (NASDAQ:PYPL) last posted its quarterly earnings results on Tuesday, October 28th. The credit services provider reported $1.34 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.20 by $0.14. The business had revenue of $8.42 billion during the quarter, compared to analyst estimates of $8.21 billion. PayPal had a net margin of 14.96% and a return on equity of 25.64%. The firm’s revenue was up 7.3% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.20 earnings per share. As a group, analysts predict that PayPal Holdings, Inc. will post 5.03 earnings per share for the current fiscal year.

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.