PayPal Holdings, Inc. $PYPL Stock Holdings Increased by Black Creek Investment Management Inc.

Black Creek Investment Management Inc. boosted its stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 18.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,753,212 shares of the credit services provider’s stock after buying an additional 427,581 shares during the quarter. PayPal accounts for about 8.7% of Black Creek Investment Management Inc.’s holdings, making the stock its 5th biggest holding. Black Creek Investment Management Inc. owned approximately 0.29% of PayPal worth $184,630,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also made changes to their positions in PYPL. Brighton Jones LLC boosted its position in shares of PayPal by 15.2% during the fourth quarter. Brighton Jones LLC now owns 6,989 shares of the credit services provider’s stock worth $596,000 after buying an additional 924 shares during the period. Revolve Wealth Partners LLC purchased a new position in PayPal during the 4th quarter valued at about $248,000. Sivia Capital Partners LLC grew its position in PayPal by 41.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 4,470 shares of the credit services provider’s stock valued at $332,000 after acquiring an additional 1,310 shares in the last quarter. United Bank increased its stake in PayPal by 40.1% during the second quarter. United Bank now owns 17,388 shares of the credit services provider’s stock worth $1,292,000 after purchasing an additional 4,974 shares during the period. Finally, Assetmark Inc. lifted its position in shares of PayPal by 287.0% during the second quarter. Assetmark Inc. now owns 5,696 shares of the credit services provider’s stock worth $423,000 after purchasing an additional 4,224 shares in the last quarter. 68.32% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

PYPL has been the topic of several recent research reports. Cantor Fitzgerald cut their target price on shares of PayPal from $60.00 to $42.00 and set a “neutral” rating on the stock in a research note on Monday, February 9th. Wall Street Zen lowered PayPal from a “buy” rating to a “hold” rating in a research report on Sunday, January 18th. Rothschild & Co Redburn reduced their price objective on PayPal from $50.00 to $32.00 and set a “sell” rating on the stock in a research note on Wednesday, February 11th. Citigroup lowered their target price on PayPal from $60.00 to $42.00 and set a “neutral” rating for the company in a research note on Wednesday, February 4th. Finally, Piper Sandler cut their price target on PayPal from $76.00 to $74.00 and set a “neutral” rating on the stock in a report on Wednesday, January 14th. Eight 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 company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $59.55.

Insider Buying and Selling

In other news, insider Suzan Kereere sold 37,613 shares of PayPal stock in a transaction dated 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 sale, the insider owned 30,983 shares in the company, valued at approximately $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 accessible through this link. Also, EVP Frank Keller sold 3,478 shares of the company’s stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $40.20, for a total value of $139,815.60. Following the completion of the sale, the executive vice president directly owned 51,567 shares of the company’s stock, valued at approximately $2,072,993.40. This trade represents a 6.32% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 42,304 shares of company stock worth $1,749,493 in the last ninety days. 0.08% of the stock is owned by corporate insiders.

Key Headlines Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal partnered with TCS Blockchain to enable carriers to settle freight invoices using PayPal USD on blockchain rails, which could lower settlement costs, speed cash conversion and expand institutional use cases for PayPal USD. PayPal and TCS Blockchain Modernize Logistics Payments
• Positive Sentiment: CellPoint Digital went live with a PayPal integration in its payment orchestration platform, making it easier for travel and retail merchants to offer PayPal at checkout — a revenue and volume expansion lever for global acceptance. CellPoint Digital and PayPal Partner to Expand Payment Choice
• Neutral Sentiment: KGI Securities reaffirmed a neutral rating with a $55 price target (still above current levels), underscoring analyst caution despite upside scenarios; this keeps institutional guidance mixed. PayPal Given Neutral Rating at KGI Securities
• Neutral Sentiment: Research houses remain split on upside: Bernstein flagged limited pricing power and kept a conservative view, reinforcing the narrative that margin/fee pressure is a structural concern. Bernstein Sees Limited Upside
• Neutral Sentiment: Buyout and takeover rumors continue to circulate; such speculation can lift shares episodically but remains unconfirmed and therefore an uncertain catalyst. PayPal Buyout Rumors
• Negative Sentiment: Multiple law firms have filed or are soliciting lead‑plaintiff applicants in securities‑fraud class actions alleging PayPal misled investors about revenue/growth outlooks — a governance/legal overhang that increases litigation risk, potential costs and investor uncertainty. Investors Opportunity to Lead Class Action – RGRD Law
• Negative Sentiment: Traders reacted to a broader market sell‑off and to analyst caution/downgrades, which some coverage says overshadowed the positive TCS partnership and contributed to intraday weakness. That market‑driven volatility is pressuring the stock despite deal news. What’s Going On With PayPal Stock Today?

PayPal Trading Up 1.6%

NASDAQ:PYPL opened at $46.38 on Wednesday. PayPal Holdings, Inc. has a 1 year low of $38.46 and a 1 year high of $79.50. The stock has a market cap of $42.70 billion, a P/E ratio of 8.57, a P/E/G ratio of 1.19 and a beta of 1.43. The company has a debt-to-equity ratio of 0.49, a quick ratio of 1.29 and a current ratio of 1.29. The stock has a 50-day simple moving average of $51.03 and a 200-day simple moving average of $60.99.

PayPal (NASDAQ:PYPL) last posted its earnings results on Tuesday, February 3rd. The credit services provider reported $1.23 earnings per share for the quarter, missing the consensus estimate 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%.PayPal’s revenue for the quarter was up 4.0% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.19 EPS. As a group, analysts anticipate that PayPal Holdings, Inc. will post 5.03 earnings per share for the current fiscal year.

PayPal Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, March 25th. Investors 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 (DPR) 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.