Intech Investment Management LLC Purchases 30,734 Shares of PayPal Holdings, Inc. $PYPL

Intech Investment Management LLC lifted its position in PayPal Holdings, Inc. (NASDAQ:PYPL) by 46.4% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 96,902 shares of the credit services provider’s stock after acquiring an additional 30,734 shares during the quarter. Intech Investment Management LLC’s holdings in PayPal were worth $6,498,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Norges Bank purchased a new stake in PayPal in the 2nd quarter worth about $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 valued at $891,248,000 after buying an additional 184,014 shares during the last quarter. Invesco Ltd. grew its stake in shares of PayPal by 5.5% during 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. Primecap Management Co. CA raised its holdings in shares of PayPal by 9.5% in the second quarter. Primecap Management Co. CA now owns 6,542,450 shares of the credit services provider’s stock worth $486,235,000 after buying an additional 568,640 shares during the period. Finally, Loomis Sayles & Co. L P lifted its stake in shares of PayPal by 1.6% during the 2nd quarter. Loomis Sayles & Co. L P now owns 6,522,748 shares of the credit services provider’s stock worth $484,771,000 after acquiring an additional 103,718 shares during the last quarter. 68.32% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several brokerages have commented on PYPL. Zacks Research downgraded PayPal from a “hold” rating to a “strong sell” rating in a research report on Wednesday, February 11th. Raymond James Financial reissued a “market perform” rating on shares of PayPal in a research note on Monday. Weiss Ratings restated a “hold (c)” rating on shares of PayPal in a report on Thursday, January 22nd. Deutsche Bank Aktiengesellschaft reduced their price target on shares of PayPal from $75.00 to $65.00 and set a “hold” rating on the stock in a research note on Friday, December 5th. Finally, HSBC cut shares of PayPal from a “buy” rating to a “hold” rating and set a $47.00 price objective for the company. in a research report on Wednesday, February 4th. Eight research analysts have rated the stock with a Buy rating, thirty have issued a Hold rating and six have assigned a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $60.21.

PayPal News Summary

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Bloomberg/Yahoo reported that Stripe has expressed interest in all or parts of PayPal, reviving takeover speculation and short‑term buying interest from traders hoping for a strategic bid. PayPal Surges on Stripe Acquisition Interest
• Positive Sentiment: PayPal, MoonPay and M0 announced PYUSDx, a developer‑facing platform to issue app‑specific stablecoins backed by PayPal USD — a product extension that could broaden crypto rails and new revenue channels if adoption follows. PayPal, MoonPay and M0 launch PYUSDx
• Neutral Sentiment: Follow‑up reporting (Semafor/TechCrunch) says PayPal may not be actively pursuing a sale and that no formal talks are underway — this tempers deal hopes and makes the takeover angle speculative until confirmed. PayPal might not be looking to sell itself, report
• Negative Sentiment: Multiple law firms have filed or are soliciting plaintiffs in securities class actions against PayPal (lead‑plaintiff deadlines around Apr. 20), creating litigation over disclosures that can pressure the stock and increase potential settlement risk. PYPL Shareholder Action Reminder — Faruqi & Faruqi
• Negative Sentiment: Analysts and independent writeups point to slowing growth, rising credit losses, weaker free cash flow and guidance that disappointed investors — narratives that undercut a sustainable multiple expansion. PayPal: A Textbook Value Trap (Seeking Alpha)
• Negative Sentiment: Sell ratings and critical notes (e.g., Morgan Stanley / TipRanks coverage) highlight competitive pressure (Braintree economics, Venmo monetization) and an unattractive risk/reward that can keep selling pressure under any rally. Sell Rating on PayPal — TipRanks

Insider Buying and Selling

In other PayPal news, insider Suzan Kereere sold 37,613 shares of the company’s stock in a transaction on Wednesday, February 18th. The stock was 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. This represents a 54.83% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Frank Keller sold 3,478 shares of the stock in a transaction on Friday, February 6th. The shares were sold at an average price of $40.20, for a total value of $139,815.60. Following the sale, the executive vice president directly owned 51,567 shares in the company, valued at $2,072,993.40. This trade represents a 6.32% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 42,304 shares of company stock valued at $1,749,493 over the last 90 days. Corporate insiders own 0.08% of the company’s stock.

PayPal Stock Performance

PYPL stock opened at $46.21 on Friday. PayPal Holdings, Inc. has a 1-year low of $38.46 and a 1-year high of $79.50. The business has a 50-day moving average price of $51.58 and a 200 day moving average price of $61.43. The company has a market capitalization of $42.54 billion, a P/E ratio of 8.54, a PEG ratio of 1.19 and a beta of 1.43. 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 (NASDAQ:PYPL) last posted its 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). PayPal had a net margin of 15.77% and a return on equity of 25.42%. The business had revenue of $8.68 billion for the quarter, compared to analysts’ expectations of $8.82 billion. During the same period last 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 forecast that PayPal Holdings, Inc. will post 5.03 EPS 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 $0.14 dividend. The ex-dividend date of this dividend 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 10.35%.

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.