PayPal Holdings, Inc. $PYPL Shares Acquired by Illinois Municipal Retirement Fund

Illinois Municipal Retirement Fund lifted its stake in PayPal Holdings, Inc. (NASDAQ:PYPL) by 48.8% during the third quarter, Holdings Channel reports. The institutional investor owned 67,684 shares of the credit services provider’s stock after acquiring an additional 22,203 shares during the quarter. Illinois Municipal Retirement Fund’s holdings in PayPal were worth $4,539,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently bought and sold shares of the company. MUFG Securities EMEA plc grew its stake in shares of PayPal by 100.4% during the 2nd quarter. MUFG Securities EMEA plc now owns 385 shares of the credit services provider’s stock worth $29,000 after purchasing an additional 87,524 shares during the period. Cloud Capital Management LLC purchased a new stake in PayPal during the third quarter worth $30,000. VSM Wealth Advisory LLC purchased a new stake in PayPal during the second quarter worth $36,000. Total Investment Management Inc. acquired a new stake in PayPal during the second quarter valued at $38,000. Finally, True Wealth Design LLC raised its position 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 worth $35,000 after acquiring an additional 388 shares during the period. 68.32% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at PayPal

In other PayPal news, EVP Frank Keller sold 3,478 shares of the business’s stock in a transaction on Friday, February 6th. The stock was sold at an average price of $40.20, for a total transaction of $139,815.60. Following the transaction, the executive vice president owned 51,567 shares of the company’s stock, valued at approximately $2,072,993.40. The trade was a 6.32% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Suzan Kereere sold 4,162 shares of the company’s stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $59.84, for a total value of $249,054.08. Following the completion of the sale, the insider owned 30,983 shares of the company’s stock, valued at approximately $1,854,022.72. The trade was a 11.84% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.08% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on the company. Daiwa Securities Group dropped their target price on PayPal from $61.00 to $42.00 and set a “neutral” rating on the stock in a research report on Tuesday, February 10th. KGI Securities lowered their price target on PayPal from $85.00 to $80.00 in a research report on Monday, November 10th. Needham & Company LLC restated a “hold” rating on shares of PayPal in a research report on Tuesday, February 3rd. Weiss Ratings reiterated a “hold (c)” rating on shares of PayPal in a research report on Thursday, January 22nd. Finally, Wall Street Zen cut shares of PayPal from a “buy” rating to a “hold” rating in a research note on Sunday, January 18th. Ten analysts have rated the stock with a Buy rating, thirty have given a Hold rating and five have given a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $61.03.

Trending Headlines about PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal announced an agentic AI travel partnership with Sabre and Mindtrip — a move that highlights PayPal’s AI and commerce strategy and could expand payments volume in travel and bookings. Sabre, PayPal, and Mindtrip partner
• Positive Sentiment: Coverage notes Venmo momentum and PayPal’s AI investments as potential growth drivers vs. competitors — these business positives may support a longer-term recovery if execution improves. PayPal vs. Block
• Neutral Sentiment: Analysts and outlets are parsing next steps after the Q4 miss and CEO transition; pieces summarize strategic options but offer no immediate catalyst. What’s next after Q4 crash
• Negative Sentiment: Multiple law firms (Kessler Topaz; Pomerantz) have opened investor investigations into PayPal, increasing legal/liability risk and weighing on sentiment. Kessler Topaz investigation notice Pomerantz investor alert
• Negative Sentiment: Analysts have cut ratings and targets — Zacks moved PayPal to a “Strong Sell” and several firms trimmed EPS/price targets (e.g., Daiwa to $42) — pressuring the stock. Zacks downgrade Daiwa cuts price target
• Negative Sentiment: Market commentary highlights the scale of recent share losses and lingering execution issues; retail sentiment has turned bearish and shares have plunged year-to-date. Execution crisis coverage
• Negative Sentiment: Revenue missed expectations and management change was flagged after Q4, creating short-term uncertainty around guidance and execution. Revenue miss & CEO change

PayPal Stock Performance

Shares of NASDAQ:PYPL opened at $40.29 on Friday. The company has a debt-to-equity ratio of 0.49, a current ratio of 1.29 and a quick ratio of 1.29. PayPal Holdings, Inc. has a 1 year low of $38.46 and a 1 year high of $79.50. The firm has a market capitalization of $37.09 billion, a PE ratio of 7.45, a P/E/G ratio of 1.04 and a beta of 1.43. The business’s 50 day moving average price is $55.01 and its 200-day moving average price is $63.10.

PayPal (NASDAQ:PYPL) last announced its quarterly earnings data on Tuesday, February 3rd. The credit services provider reported $1.23 earnings per share for the quarter, missing analysts’ consensus estimates of $1.29 by ($0.06). PayPal had a net margin of 15.77% and a return on equity of 25.42%. The firm had revenue of $8.68 billion during the quarter, compared to analysts’ expectations of $8.82 billion. During the same quarter in the previous year, the business posted $1.19 EPS. The company’s revenue for the quarter was up 4.0% on a year-over-year basis. As a group, equities research analysts expect that PayPal Holdings, Inc. will post 5.03 earnings per share for the current fiscal year.

PayPal Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 25th. Investors 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 yield of 1.4%. The ex-dividend date of this dividend is Wednesday, March 4th. PayPal’s dividend payout ratio is currently 10.35%.

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.