PayPal Holdings, Inc. $PYPL Shares Purchased by Primecap Management Co. CA

Primecap Management Co. CA grew its holdings in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 2.1% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 6,680,930 shares of the credit services provider’s stock after purchasing an additional 138,480 shares during the period. Primecap Management Co. CA’s holdings in PayPal were worth $448,023,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. Intech Investment Management LLC boosted its position in PayPal by 46.4% during the 3rd quarter. Intech Investment Management LLC now owns 96,902 shares of the credit services provider’s stock worth $6,498,000 after purchasing an additional 30,734 shares during the period. Roberts Glore & Co. Inc. IL raised its position in PayPal by 1.3% in the third quarter. Roberts Glore & Co. Inc. IL now owns 24,287 shares of the credit services provider’s stock valued at $1,629,000 after purchasing an additional 320 shares during the period. MAI Capital Management lifted its stake in shares of PayPal by 12.3% during the third quarter. MAI Capital Management now owns 25,562 shares of the credit services provider’s stock worth $1,714,000 after purchasing an additional 2,805 shares in the last quarter. RWA Wealth Partners LLC boosted its position in shares of PayPal by 0.7% in the third quarter. RWA Wealth Partners LLC now owns 25,043 shares of the credit services provider’s stock worth $1,679,000 after buying an additional 184 shares during the period. Finally, Cary Street Partners Financial LLC grew its stake in shares of PayPal by 1.4% in the third quarter. Cary Street Partners Financial LLC now owns 107,565 shares of the credit services provider’s stock valued at $7,213,000 after buying an additional 1,526 shares in the last quarter. Hedge funds and other institutional investors own 68.32% of the company’s stock.

PayPal Price Performance

PYPL opened at $47.32 on Thursday. The company has a market capitalization of $43.57 billion, a P/E ratio of 8.75, a PEG ratio of 1.22 and a beta of 1.43. The company has a 50-day moving average of $52.13 and a 200-day moving average of $61.68. The company has a debt-to-equity ratio of 0.49, a quick ratio of 1.29 and a current ratio of 1.29. PayPal Holdings, Inc. has a 1-year low of $38.46 and a 1-year high of $79.50.

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

PayPal Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, March 25th. Stockholders of record on Wednesday, March 4th will be issued 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 is Wednesday, March 4th. PayPal’s payout ratio is 10.35%.

PayPal News Roundup

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Takeover chatter: Reports that Stripe is in early talks to buy some or all of PayPal triggered a volatility halt and heavy buying, pushing the stock higher as investors priced a potential acquisition premium. This is the primary bullish catalyst today. PayPal Stock Halted on Stripe Rumor: Why the Narrative Just Changed
• Positive Sentiment: Options and volume flow: Large call buying and a spike in volume indicate institutional and speculative positioning around M&A expectations, amplifying upside momentum if deal-talks continue. Stock Traders Purchase Large Volume of PayPal Call Options
• Neutral Sentiment: Short interest rose materially in February (up ~20% to ~51.8M shares, ~5.6% of float; ~1.2 days to cover). That increases put/call dynamics and could both pressure the stock if fundamentals disappoint or accelerate a squeeze during takeover rumblings.
• Neutral Sentiment: Valuation/strategy debate: Multiple commentaries argue PayPal is deeply undervalued based on cash flow and asset value (some bullish), while others caution execution risk — this keeps sentiment bifurcated and trading volatile. PayPal’s Brutal Reset Hides A Cash Machine
• Negative Sentiment: Multiple securities class-action notices and law-firm investor alerts surfaced (several firms), alleging disclosure problems tied to the past year’s performance; deadline to seek lead plaintiff is Apr 20, 2026. Legal risk can pressure the share price and increase uncertainty around any strategic process. PYPL SHAREHOLDER ALERT: Securities Fraud Lawsuit Filed on Behalf of PayPal Holdings, Inc. Investors
• Negative Sentiment: Regulatory & disclosure probes: Firms are investigating PayPal’s disclosures around operating metrics after last year’s stock decline — adds execution and compliance risk that could complicate any M&A timetable or valuation. PayPal Investigation Focuses on Key Performance Metric Disclosures
• Negative Sentiment: Analyst caution: Some firms have cut price targets and reiterated concerns about slowing branded-checkout growth and leadership turnover — bearish views could cap upside absent a formal bid. Wells Fargo Lowers PT on PayPal Holdings, Inc. (PYPL)

Insider Activity at PayPal

In other PayPal news, insider Suzan Kereere sold 37,613 shares of the business’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $41.49, for a total transaction of $1,560,563.37. Following the completion of the sale, the insider owned 30,983 shares in the company, valued at $1,285,484.67. The trade was a 54.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CAO Chris Natali sold 1,213 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $40.49, for a total transaction of $49,114.37. Following the completion of the transaction, the chief accounting officer owned 404 shares in the company, valued at approximately $16,357.96. The trade was a 75.02% 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 have sold 42,304 shares of company stock valued at $1,749,493. Corporate insiders own 0.08% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts recently commented on the company. The Goldman Sachs Group reduced their price target on PayPal from $64.00 to $41.00 and set a “sell” rating on the stock in a research report on Wednesday, February 4th. President Capital dropped their price objective on shares of PayPal from $91.00 to $80.00 and set a “buy” rating on the stock in a research note on Tuesday, November 25th. Keefe, Bruyette & Woods upped their target price on shares of PayPal from $85.00 to $90.00 and gave the company an “outperform” rating in a research note on Wednesday, October 29th. BTIG Research reaffirmed a “neutral” rating on shares of PayPal in a report on Tuesday, February 3rd. Finally, Zacks Research lowered shares of PayPal from a “hold” rating to a “strong sell” rating in a report on Wednesday, February 11th. Nine analysts have rated the stock with a Buy rating, thirty have issued a Hold rating and six have issued a Sell rating to the company. Based on data from MarketBeat, PayPal currently 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.