Delta Global Management LP Makes New $2.46 Million Investment in PayPal Holdings, Inc. $PYPL

Delta Global Management LP bought a new stake in PayPal Holdings, Inc. (NASDAQ:PYPL) in the 3rd quarter, Holdings Channel reports. The institutional investor bought 36,646 shares of the credit services provider’s stock, valued at approximately $2,457,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in PYPL. National Pension Service raised its holdings in shares of PayPal by 1.8% during the 3rd quarter. National Pension Service now owns 2,855,897 shares of the credit services provider’s stock worth $191,516,000 after buying an additional 51,268 shares in the last quarter. Merit Financial Group LLC boosted its stake in PayPal by 15.5% in the third quarter. Merit Financial Group LLC now owns 164,901 shares of the credit services provider’s stock valued at $11,058,000 after buying an additional 22,139 shares in the last quarter. Nordea Investment Management AB boosted its stake in PayPal by 7.9% in the third quarter. Nordea Investment Management AB now owns 4,292,583 shares of the credit services provider’s stock valued at $291,338,000 after buying an additional 313,180 shares in the last quarter. Rakuten Investment Management Inc. bought a new position in PayPal in the third quarter valued at about $13,210,000. Finally, Ariose Capital Management Ltd raised its stake in PayPal by 347.0% during the third quarter. Ariose Capital Management Ltd now owns 193,100 shares of the credit services provider’s stock worth $12,949,000 after acquiring an additional 149,898 shares in the last quarter. Institutional investors own 68.32% of the company’s stock.

PayPal Price Performance

Shares of NASDAQ PYPL opened at $45.42 on Tuesday. The company has a market capitalization of $41.82 billion, a PE ratio of 8.40, a P/E/G ratio of 1.34 and a beta of 1.43. 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 twelve month low of $38.46 and a twelve month high of $79.50. The firm has a fifty day simple moving average of $48.64 and a 200 day simple moving average of $59.50.

PayPal (NASDAQ:PYPL) last issued 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). PayPal had a net margin of 15.77% and a return on equity of 25.42%. The firm had revenue of $8.68 billion for the quarter, compared to the consensus estimate of $8.82 billion. During the same period last year, the company posted $1.19 EPS. The business’s revenue was up 4.0% compared to the same quarter last year. On average, sell-side analysts forecast that PayPal Holdings, Inc. will post 5.03 EPS for the current year.

PayPal Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, March 25th. Investors of record on Wednesday, March 4th will be paid a dividend of $0.14 per share. The ex-dividend date of this dividend is Wednesday, March 4th. This represents a $0.56 annualized dividend and a yield of 1.2%. PayPal’s dividend payout ratio (DPR) is currently 10.35%.

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on PYPL. JPMorgan Chase & Co. dropped their target price on shares of PayPal from $70.00 to $46.00 and set a “neutral” rating for the company in a report on Wednesday, February 4th. Wells Fargo & Company decreased their price target on shares of PayPal from $67.00 to $48.00 and set an “equal weight” rating on the stock in a report on Wednesday, February 4th. Compass Point raised shares of PayPal from a “sell” rating to a “neutral” rating and set a $51.00 price objective for the company in a research note on Wednesday, February 4th. Monness Crespi & Hardt lowered shares of PayPal from a “buy” rating to a “neutral” rating in a research report on Monday, January 5th. Finally, Morgan Stanley decreased their target price on shares of PayPal from $50.00 to $34.00 and set an “underweight” rating on the stock in a research note on Wednesday, February 4th. Eight research 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. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $59.03.

Key PayPal News

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Contrarian and bullish write-ups argue PYPL is deeply discounted and could see significant upside if growth stabilizes and execution improves; these narratives can attract value investors. Forget the Lawsuit: Here’s How PayPal Could Double From Here
• Positive Sentiment: Some analysts and commentary (e.g., Seeking Alpha) argue the stock is not yet “broken” and that meaningful upside is possible if execution and key metrics improve — this supports short-term rallies. PayPal: Not Broken Enough To Sell
• Neutral Sentiment: MarketBeat and others note the rally that followed takeover rumors faded once those rumors abated; they highlight the upcoming earnings and execution as the real catalysts — meaning near-term moves may hinge on early-May results. Why PayPal’s Rally Faded—And What Could Restart It
• Neutral Sentiment: Comparisons with peers (e.g., Zacks on PYPL vs. MA) and investor letters (Artisan) provide mixed viewpoints — PayPal’s AI/commerce and Venmo positives are noted, but guidance fears and competitive pressure temper conviction. PayPal vs MasterCard: Which Fintech Stock Offers Greater Upside Now?
• Negative Sentiment: Multiple law firms have filed or are soliciting lead-plaintiff status in a securities class action covering Feb. 25, 2025–Feb. 2, 2026 (deadline April 20, 2026). The wave of filings and reminders (Rosen, Faruqi, Hagens Berman, Bronstein, Portnoy, Robbins Geller, etc.) raises legal and headline risk and could pressure the shares. ROSEN Encourages PayPal Investors to Secure Counsel Hagens Berman: Securities Class Action
• Negative Sentiment: Underlying fundamentals remain a concern: PayPal’s Feb. earnings missed estimates and management gave cautious guidance; combined with the abrupt CEO departure referenced in filings, investor confidence and near-term growth visibility are impaired. Why PayPal’s Rally Faded—And What Could Restart It
• Negative Sentiment: Income/ETF stories note PayPal’s collapsing share price has distorted yield products (e.g., PYPY’s high headline yield), underscoring capital-loss risk for income investors and adding negative narrative pressure. PayPal’s Collapsing Stock Price Directly Affects PYPY’s Absurd 75% Dividend Yield

Insiders Place Their Bets

In other PayPal news, insider Suzan Kereere sold 13,515 shares of the 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 $621,960.30. Following the transaction, the insider directly owned 30,983 shares in the company, valued at approximately $1,425,837.66. This represents a 30.37% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CAO Chris Natali sold 2,208 shares of the firm’s stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $44.73, for a total transaction of $98,763.84. Following the sale, the chief accounting officer directly owned 1,140 shares of the company’s stock, valued at approximately $50,992.20. This trade represents a 65.95% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 87,608 shares of company stock worth $3,831,535. 0.08% of the stock is owned by corporate insiders.

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.