PayPal Holdings, Inc. $PYPL Shares Acquired by Grantham Mayo Van Otterloo & Co. LLC

Grantham Mayo Van Otterloo & Co. LLC boosted its position in PayPal Holdings, Inc. (NASDAQ:PYPL) by 2.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 546,388 shares of the credit services provider’s stock after acquiring an additional 13,890 shares during the quarter. Grantham Mayo Van Otterloo & Co. LLC’s holdings in PayPal were worth $36,641,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in PYPL. Norges Bank acquired a new stake in shares of PayPal in the 2nd quarter valued at $921,570,000. Artisan Partners Limited Partnership grew its stake in shares of PayPal by 1.6% during the second 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. increased its holdings in PayPal by 5.5% in the second quarter. Invesco Ltd. now owns 10,038,584 shares of the credit services provider’s stock valued at $746,068,000 after buying an additional 522,514 shares during the last quarter. Dimensional Fund Advisors LP raised its stake in PayPal by 35.9% in the third quarter. Dimensional Fund Advisors LP now owns 8,177,536 shares of the credit services provider’s stock valued at $548,520,000 after buying an additional 2,160,227 shares in the last quarter. Finally, Primecap Management Co. CA raised its stake in PayPal by 2.1% in the third quarter. Primecap Management Co. CA now owns 6,680,930 shares of the credit services provider’s stock valued at $448,023,000 after buying an additional 138,480 shares in the last quarter. Institutional investors and hedge funds own 68.32% of the company’s stock.

PayPal Trading Down 1.4%

PYPL opened at $46.98 on Friday. The company has a quick ratio of 1.29, a current ratio of 1.29 and a debt-to-equity ratio of 0.49. PayPal Holdings, Inc. has a 52 week low of $38.46 and a 52 week high of $79.50. The business’s 50 day moving average is $50.26 and its two-hundred day moving average is $60.58. The firm has a market cap of $43.25 billion, a price-to-earnings ratio of 8.68, a price-to-earnings-growth ratio of 1.10 and a beta of 1.43.

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

PayPal Dividend Announcement

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

PayPal News Summary

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Concrete PYUSD use case: PayPal’s partnership to enable digital‑asset settlement of freight invoices with TCS Blockchain gives PYUSD a real B2B payments application that could add transaction volume and fee opportunities. Read More.
• Positive Sentiment: Stablecoin narrative supports adoption: industry reports show the stablecoin market concentrating around a few players, highlighting PYUSD’s growing relevance vs. smaller alternatives. This supports PayPal’s strategic push into tokenized payments. Read More.
• Neutral Sentiment: Analyst coverage with limited upside: Bank of America started coverage with a “neutral” rating and a $48 target, signaling attention but only modest upside from current levels. Read More.
• Neutral Sentiment: Re‑rating / valuation debate: Multiple market writeups are re‑evaluating PayPal after the share reset — this keeps the stock in focus and boosts trading volume but produces mixed buy/hold views. Read More.
• Negative Sentiment: Major legal overhang — several law firms have filed or solicited plaintiffs for securities class actions alleging PayPal misled investors about growth and guidance; lead‑plaintiff deadlines (April 20, 2026) intensify litigation risk and potential settlement costs. Read More.
• Negative Sentiment: Insider selling: Several senior executives have disclosed sizable sales (EVP Frank Keller, CAO Chris Natali and others), which investors often interpret as a near‑term negative signal. Read More.
• Negative Sentiment: Short interest rising and recent downgrades: Reports show increased short interest and fresh downgrades / cautious price targets following PayPal’s Q4 revenue and EPS miss, which remain central to the bearish case. Read More. • Read More.

Insider Activity

In other PayPal news, EVP Frank Keller sold 29,581 shares of the company’s stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $46.02, for a total transaction of $1,361,317.62. Following the completion of the sale, the executive vice president directly owned 51,567 shares of the company’s stock, valued at $2,373,113.34. This represents a 36.45% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO Chris Natali sold 2,208 shares of the stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $44.73, for a total value of $98,763.84. Following the sale, the chief accounting officer directly owned 1,140 shares of the company’s stock, valued at $50,992.20. The trade was a 65.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 87,608 shares of company stock valued at $3,831,535. Insiders own 0.08% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on PYPL. Citizens Jmp reaffirmed a “market perform” rating on shares of PayPal in a research report on Wednesday, February 4th. Compass Point raised PayPal from a “sell” rating to a “neutral” rating and set a $51.00 target price on the stock in a research report on Wednesday, February 4th. JPMorgan Chase & Co. lowered their price target on PayPal from $70.00 to $46.00 and set a “neutral” rating for the company in a report on Wednesday, February 4th. BTIG Research reissued a “neutral” rating on shares of PayPal in a report on Tuesday, February 3rd. Finally, Royal Bank Of Canada lowered their target price on shares of PayPal from $91.00 to $59.00 and set an “outperform” rating for the company in a report on Wednesday, February 4th. Eight investment analysts have rated the stock with a Buy rating, thirty-one have assigned a Hold rating and six have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $59.03.

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.