Sivia Capital Partners LLC acquired a new stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) in the 4th quarter, according to its most recent 13F filing with the SEC. The fund acquired 13,139 shares of the credit services provider’s stock, valued at approximately $767,000.
Several other institutional investors and hedge funds have also bought and sold shares of PYPL. Norges Bank acquired a new stake in PayPal during the 4th quarter valued at approximately $949,758,000. Vanguard Group Inc. lifted its stake in PayPal by 6.5% during the 4th quarter. Vanguard Group Inc. now owns 90,376,927 shares of the credit services provider’s stock valued at $5,276,205,000 after acquiring an additional 5,534,462 shares during the period. Dimensional Fund Advisors LP increased its holdings in shares of PayPal by 35.9% during the 3rd quarter. Dimensional Fund Advisors LP now owns 8,177,536 shares of the credit services provider’s stock valued at $548,520,000 after purchasing an additional 2,160,227 shares in the last quarter. Two Sigma Investments LP purchased a new position in shares of PayPal during the 3rd quarter valued at approximately $97,794,000. Finally, Invesco Ltd. increased its holdings in shares of PayPal by 10.9% during the 3rd quarter. Invesco Ltd. now owns 11,131,949 shares of the credit services provider’s stock valued at $746,508,000 after purchasing an additional 1,093,365 shares in the last quarter. 68.32% of the stock is currently owned by institutional investors and hedge funds.
Analysts Set New Price Targets
PYPL has been the topic of several recent research reports. Deutsche Bank Aktiengesellschaft lowered their price target on shares of PayPal from $50.00 to $45.00 in a research report on Monday, May 11th. The Goldman Sachs Group decreased their target price on shares of PayPal from $41.00 to $40.00 in a research report on Wednesday, May 6th. Loop Capital assumed coverage on shares of PayPal in a research report on Tuesday, March 31st. They issued a “hold” rating and a $46.00 target price on the stock. Raymond James Financial reaffirmed a “market perform” rating on shares of PayPal in a research report on Monday, February 23rd. Finally, Weiss Ratings reaffirmed a “hold (c-)” rating on shares of PayPal in a research report on Friday, May 8th. Eight investment analysts have rated the stock with a Buy rating, thirty-two have assigned a Hold rating and five have issued a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $55.85.
Insider Transactions at PayPal
In other news, insider Frank Keller sold 4,612 shares of the stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $42.54, for a total transaction of $196,194.48. Following the sale, the insider owned 41,567 shares of the company’s stock, valued at approximately $1,768,260.18. This represents a 9.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Suzan Kereere sold 3,379 shares of the stock in a transaction dated Wednesday, June 3rd. The stock was sold at an average price of $42.79, for a total transaction of $144,587.41. Following the sale, the insider directly owned 30,983 shares in the company, valued at $1,325,762.57. This represents a 9.83% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 20,612 shares of company stock valued at $966,623. 0.63% of the stock is currently owned by corporate insiders.
PayPal Stock Up 0.3%
Shares of PYPL opened at $42.75 on Friday. The stock has a market capitalization of $37.71 billion, a PE ratio of 8.02, a P/E/G ratio of 1.07 and a beta of 1.34. PayPal Holdings, Inc. has a 1 year low of $38.46 and a 1 year high of $79.50. The company has a debt-to-equity ratio of 0.47, a quick ratio of 1.26 and a current ratio of 1.26. The company’s 50-day simple moving average is $46.27 and its 200-day simple moving average is $50.66.
PayPal (NASDAQ:PYPL – Get Free Report) last issued its quarterly earnings results on Tuesday, May 5th. The credit services provider reported $1.34 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.27 by $0.07. The business had revenue of $8.35 billion for the quarter, compared to analysts’ expectations of $8.05 billion. PayPal had a net margin of 15.00% and a return on equity of 25.02%. The business’s quarterly revenue was up 7.2% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.33 earnings per share. Analysts forecast that PayPal Holdings, Inc. will post 5.3 earnings per share for the current fiscal year.
PayPal Announces Dividend
The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 25th. Stockholders of record on Thursday, June 4th will be given a dividend of $0.14 per share. This represents a $0.56 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend is Thursday, June 4th. PayPal’s dividend payout ratio is currently 10.51%.
Key Headlines Impacting PayPal
Here are the key news stories impacting PayPal this week:
- Positive Sentiment: PayPal is pushing into AI-driven commerce through a new partnership around Hey Savi and Debenhams, reinforcing its role in next-generation checkout and payments. PayPal Bets On AI Agentic Commerce With Hey Savi And Debenhams
- Positive Sentiment: Analysts and valuation-focused commentary continue to argue that PYPL may be undervalued on earnings, with some seeing it as an asymmetric fintech opportunity despite recent volatility. Is PayPal the Ultimate Asymmetric Fintech Bet at 8x Earnings?
- Neutral Sentiment: PayPal presented at the Evercore Global TMT Conference, which may have provided updates on strategy and execution, but no major new catalyst was evident from the headline alone. PayPal Holdings, Inc. (PYPL) Presents at 2026 Evercore Global TMT Conference Transcript
- Neutral Sentiment: Several recent market articles continue to frame PYPL as a stock still working through post-earnings digestion, with attention on whether it can rebound after recent weakness. Paypal (PYPL) Down 7.9% Since Last Earnings Report: Can It Rebound?
- Negative Sentiment: Three PayPal insiders sold shares this week, including Frank Keller, Suzan Kereere, and Chris Natali; while the sales were under 10b5-1 plans, insider selling can still add to caution around the stock. Insider trade details
- Negative Sentiment: Recent coverage also points to leadership changes, margin pressure, and uncertainty around PayPal’s operating reset, which appears to be weighing on investor sentiment. PayPal slides 4.3% as investors weigh leadership shakeup and ongoing margin concerns
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.
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