PayPal Holdings, Inc. $PYPL Holdings Increased by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. lifted its stake in PayPal Holdings, Inc. (NASDAQ:PYPL) by 0.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,949,712 shares of the credit services provider’s stock after acquiring an additional 14,309 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned 0.21% of PayPal worth $130,748,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in PYPL. National Pension Service boosted its stake in PayPal by 1.8% during the third quarter. National Pension Service now owns 2,855,897 shares of the credit services provider’s stock valued at $191,516,000 after buying an additional 51,268 shares in the last quarter. Merit Financial Group LLC lifted its holdings in 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 acquiring an additional 22,139 shares during the last quarter. Nordea Investment Management AB lifted its holdings in PayPal by 7.9% in the 3rd quarter. Nordea Investment Management AB now owns 4,292,583 shares of the credit services provider’s stock valued at $291,338,000 after acquiring an additional 313,180 shares during the last quarter. Rakuten Investment Management Inc. bought a new position in shares of PayPal during the 3rd quarter valued at about $13,210,000. Finally, Ariose Capital Management Ltd grew its stake 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 last quarter. 68.32% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related news, CAO Chris Natali sold 1,213 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $40.49, for a total transaction of $49,114.37. Following the transaction, the chief accounting officer directly owned 404 shares of the company’s stock, valued at approximately $16,357.96. The trade was a 75.02% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Frank Keller sold 3,478 shares of the stock in a transaction that occurred 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 completion of the sale, 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 position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 42,304 shares of company stock worth $1,749,493. 0.08% of the stock is owned by company insiders.

Trending Headlines about PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Preliminary takeover chatter (Stripe reportedly considering buying some or all of PayPal) triggered a surge, a trading halt and heavy volume — that event put a near-term bid under the stock and attracted options/call buying. Stripe weighs acquisition of PayPal (Proactive)
• Positive Sentiment: Follow-through market action: outsized call-option flow and elevated trading volume signaled institutional/speculative buyers betting on either a deal or continued re-rating, increasing short-term upside optionality. M&A News: PayPal Stock Soars (TipRanks)
• Neutral Sentiment: Strategic/valuation analysis: several deep-dive pieces argue PayPal is materially undervalued on cash flow and asset value, outlining scenarios (sale, breakup, turnaround) that could justify higher prices — useful context but not an immediate catalyst without deal confirmation. PayPal’s Brutal Reset Hides A Cash Machine (Seeking Alpha)
• Neutral Sentiment: Industry/operational coverage (FT): in‑depth pieces examine structural problems and the need for reinvention — informs long-term thesis but does not change near‑term outcome absent corporate action. What went wrong at PayPal (Financial Times)
• Negative Sentiment: Follow-up reporting cooled the buyout narrative: several outlets and PayPal-adjacent reporting said the company is not in active sale talks, which removed the immediate M&A bid and helped push shares lower. PayPal might not be looking to sell itself (TechCrunch)
• Negative Sentiment: Legal and disclosure pressure: multiple law firms and investor‑rights groups have filed/class‑action notices and launched investigations into PayPal’s disclosures and key metrics — these increase litigation risk, potential settlement costs, and investor uncertainty. Bragar Eagel & Squire reminder of class actions (GlobeNewswire)
• Negative Sentiment: Earnings/guidance and analyst pressure: recent Q4 results missed some estimates and management gave cautious 2026 guidance; analysts have been cautious (including a recent sell/negative view), which keeps downward pressure until execution improves. PYPL Falls Despite Earnings Growth (Zacks)
• Negative Sentiment: Regulatory/market structure risks: a disclosure probe and rising short interest magnify volatility and downside risk if no deal materializes or guidance disappoints. Investigation into metrics/disclosures (PR Newswire)

PayPal Stock Performance

Shares of PayPal stock opened at $45.53 on Friday. PayPal Holdings, Inc. has a 12 month low of $38.46 and a 12 month high of $79.50. The company has a quick ratio of 1.29, a current ratio of 1.29 and a debt-to-equity ratio of 0.49. The stock has a market cap of $41.92 billion, a PE ratio of 8.42, a price-to-earnings-growth ratio of 1.24 and a beta of 1.43. The business has a fifty day simple moving average of $51.85 and a 200-day simple moving average of $61.57.

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

PayPal Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, March 25th. Stockholders of record on Wednesday, March 4th will be given a $0.14 dividend. This represents a $0.56 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend is Wednesday, March 4th. PayPal’s dividend payout ratio is 10.35%.

Analyst Ratings Changes

A number of brokerages recently weighed in on PYPL. Needham & Company LLC restated a “hold” rating on shares of PayPal in a report on Tuesday, February 3rd. Deutsche Bank Aktiengesellschaft cut their price objective on PayPal from $75.00 to $65.00 and set a “hold” rating for the company in a research report on Friday, December 5th. Cantor Fitzgerald decreased their target price on PayPal from $60.00 to $42.00 and set a “neutral” rating on the stock in a report on Monday, February 9th. Wall Street Zen downgraded PayPal from a “buy” rating to a “hold” rating in a report on Sunday, January 18th. Finally, Raymond James Financial reiterated a “market perform” rating on shares of PayPal in a research report on Monday. Nine equities research analysts have rated the stock with a Buy rating, thirty have issued a Hold rating and six have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $61.03.

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.