AE Wealth Management LLC increased its holdings in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 24.4% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 56,026 shares of the credit services provider’s stock after acquiring an additional 10,994 shares during the period. AE Wealth Management LLC’s holdings in PayPal were worth $3,757,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors have also recently modified their holdings of PYPL. Norges Bank bought a new stake in shares of PayPal in the second quarter worth about $921,570,000. Lazard Asset Management LLC raised its stake in PayPal by 1,066.0% during the second quarter. Lazard Asset Management LLC now owns 2,106,215 shares of the credit services provider’s stock valued at $156,532,000 after purchasing an additional 1,925,583 shares in the last quarter. Arrowstreet Capital Limited Partnership increased its holdings in shares of PayPal by 45.0% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 3,569,023 shares of the credit services provider’s stock worth $265,250,000 after buying an additional 1,107,202 shares during the last quarter. Federated Hermes Inc. lifted its holdings in shares of PayPal by 3,552.7% in the 3rd quarter. Federated Hermes Inc. now owns 690,696 shares of the credit services provider’s stock valued at $46,318,000 after acquiring an additional 671,787 shares during the last quarter. Finally, Primecap Management Co. CA grew its position in PayPal by 9.5% in 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 acquiring an additional 568,640 shares in the last quarter. Institutional investors own 68.32% of the company’s stock.
Insider Buying and Selling
In other news, EVP Aaron Webster sold 9,282 shares of PayPal 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 transaction, the executive vice president owned 35,699 shares of the company’s stock, valued at $2,366,486.71. The trade was a 20.64% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, insider Suzan Kereere sold 12,500 shares of the business’s stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $68.87, for a total value of $860,875.00. Following the transaction, the insider owned 30,983 shares in the company, valued at approximately $2,133,799.21. This trade represents a 28.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 25,944 shares of company stock worth $1,725,233. Insiders own 0.08% of the company’s stock.
PayPal Trading Down 0.8%
Key Headlines Impacting PayPal
Here are the key news stories impacting PayPal this week:
- Positive Sentiment: Cantor Fitzgerald upgraded PayPal, offering a near-term supportive data point that some investors may view as a counterbalance to recent negative analyst actions. PayPal (NASDAQ:PYPL) Upgraded at Cantor Fitzgerald
- Positive Sentiment: Bullish commentary (The Motley Fool) argues 2026 could be a breakout year for PayPal driven by a large new partnership and product momentum—this is a thematic positive for longer-term investor sentiment. Prediction: 2026 Will Be the Year of PayPal
- Neutral Sentiment: Analysts and previews emphasize that PayPal’s Q4 earnings (Feb. 3) and forward guidance are the next major catalysts — results could swing the stock either way depending on volumes, margins and guidance. Paypal (PYPL) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
- Neutral Sentiment: Coverage highlighting PayPal’s role in shaping the Nasdaq-100 digital commerce narrative underscores strategic importance but is not an immediate price driver. PayPal (NASDAQ:PYPL) Shapes Nasdaq 100 Index Narrative on Digital Commerce
- Neutral Sentiment: Macro and industry discussions (e.g., bitcoin commentary from a former PayPal executive) are interesting context but have limited direct impact on PYPL near-term performance. Bitcoin Could Hit $1.1 Million To $1.5M, Former PayPal President Says
- Negative Sentiment: Rothschild & Co Redburn downgraded PayPal to a Sell/strong-sell stance — a high-profile downgrade that has been cited as a primary driver of the intraday weakness. Rothschild & Co Redburn Downgrades PayPal (NASDAQ:PYPL) to Sell
- Negative Sentiment: Multiple firms have trimmed targets or warned on volumes (HSBC cut its price target; Truist lowered its PT and flagged difficult volume comps), increasing downward pressure on consensus expectations. HSBC Lowers PayPal (NASDAQ:PYPL) Price Target to $72.00
- Negative Sentiment: Analyst-driven sell-side momentum has pushed shares to a new 52-week low and produced several short-term sell calls — accelerating the decline and higher trading volume. PayPal (NASDAQ:PYPL) Hits New 52-Week Low on Analyst Downgrade
- Negative Sentiment: Analysts and commentators note a ~23% three‑month slide driven by competition, tariffs and rising expenses; while product initiatives offer hope, near-term operational headwinds are pressuring multiples. PayPal Plunges 23.3% in 3 Months: Time to Buy, Sell or Hold the Stock?
Wall Street Analyst Weigh In
Several equities research analysts have recently issued reports on the company. Rothschild & Co Redburn lowered PayPal from a “neutral” rating to a “sell” rating and set a $50.00 price objective for the company. in a research note on Wednesday. Robert W. Baird restated a “neutral” rating and issued a $66.00 price target (down from $83.00) on shares of PayPal in a research report on Friday, December 12th. UBS Group cut their price objective on shares of PayPal from $80.00 to $65.00 in a research report on Wednesday, December 24th. Bank of America restated a “neutral” rating and issued a $68.00 target price (down previously from $93.00) on shares of PayPal in a report on Thursday, December 11th. Finally, Cantor Fitzgerald upgraded shares of PayPal to a “hold” rating in a report on Tuesday, January 27th. Twelve research analysts have rated the stock with a Buy rating, twenty-four have issued a Hold rating and six have assigned a Sell rating to the stock. According to data from MarketBeat, PayPal currently has an average rating of “Hold” and a consensus target price of $73.10.
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.
Read More
- Five stocks we like better than PayPal
- Stock market legend warns: “An Ominous Day Is Coming for the Markets…”
- Another reason you need to own gold… [running out]
- Trump’s Final Shocking Act Begins February 24
- NEW: Gold makes history
- Deutsche Bank Just Raised Their Gold Target to $6,000
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.
