Mizuho Markets Cayman LP lowered its position in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 64.9% in the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 85,876 shares of the credit services provider’s stock after selling 158,844 shares during the period. Mizuho Markets Cayman LP’s holdings in PayPal were worth $5,759,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds also recently made changes to their positions in the company. Capital Research Global Investors boosted its position in shares of PayPal by 2.3% during the third quarter. Capital Research Global Investors now owns 27,953,803 shares of the credit services provider’s stock valued at $1,874,637,000 after purchasing an additional 636,441 shares in the last quarter. Norges Bank bought a new position in PayPal in the second quarter worth $921,570,000. Artisan Partners Limited Partnership lifted its position in 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 period. Invesco Ltd. boosted 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 buying an additional 1,093,365 shares in the last quarter. Finally, Amundi boosted its holdings in shares of PayPal by 1.6% during the 3rd quarter. Amundi now owns 8,493,311 shares of the credit services provider’s stock valued at $605,488,000 after buying an additional 132,837 shares in the last quarter. Hedge funds and other institutional investors own 68.32% of the company’s stock.
Trending Headlines about PayPal
Here are the key news stories impacting PayPal this week:
- Positive Sentiment: PayPal rolled out PayPal USD (PYUSD) to 70 markets, enabling customers and merchants to buy, hold, send and receive a dollar‑backed stablecoin inside PayPal accounts — promising faster, lower‑cost cross‑border transfers and quicker merchant settlement, which could deepen PayPal’s role in global payments and open new revenue/transaction flows. PAYPAL BRINGS PAYPAL USD TO USERS ACROSS 70 MARKETS
- Neutral Sentiment: Analyst and market commentary note mixed outlook — valuation looks cheap (low P/E) but PayPal needs tangible execution to restore growth; the next earnings report (early May) is widely viewed as the key near‑term catalyst. Why PayPal’s Rally Faded—And What Could Restart It
- Negative Sentiment: Multiple law firms have filed or are soliciting plaintiffs for securities class actions tied to the company’s Feb. 3 Q4/FY2025 results and abrupt CEO departure; these suits allege misstatements about growth and have spawned a wave of deadline notices that could increase legal costs and distract management. PayPal Holdings (PYPL) Faces Securities Class Action Amid $9 Billion Market Cap Wipeout, CEO Departure — Hagens Berman
- Negative Sentiment: Multiple additional firms (Kirby McInerney, Rosen, Pomerantz, Faruqi, Robbins Geller, etc.) are issuing investor alerts and lead‑plaintiff deadlines (April 20, 2026), keeping negative headlines and potential litigation exposure in the news cycle. PYPL INVESTOR ALERT: Contact Kirby McInerney LLP About Securities Class Action Lawsuit
PayPal Stock Up 1.6%
PayPal (NASDAQ:PYPL – Get Free Report) 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 for the quarter, compared to analysts’ expectations of $8.82 billion. PayPal had a net margin of 15.77% and a return on equity of 25.42%. The company’s quarterly revenue was up 4.0% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.19 EPS. On average, analysts anticipate that PayPal Holdings, Inc. will post 5.03 EPS for the current fiscal year.
PayPal Dividend Announcement
The firm also recently announced a quarterly dividend, which will be paid on Wednesday, March 25th. Shareholders of record on Wednesday, March 4th will be paid a dividend of $0.14 per share. This represents a $0.56 annualized dividend and a yield of 1.2%. The ex-dividend date is Wednesday, March 4th. PayPal’s dividend payout ratio (DPR) is currently 10.35%.
Analyst Upgrades and Downgrades
Several research analysts recently issued reports on PYPL shares. Evercore decreased their price target on shares of PayPal from $65.00 to $40.00 and set an “in-line” rating for the company in a research note on Tuesday, February 3rd. Citizens Jmp restated a “market perform” rating on shares of PayPal in a report on Wednesday, February 4th. Piper Sandler decreased their target price on shares of PayPal from $76.00 to $74.00 and set a “neutral” rating for the company in a research note on Wednesday, January 14th. Wall Street Zen lowered shares of PayPal from a “buy” rating to a “hold” rating in a report on Sunday, January 18th. Finally, President Capital dropped their price target on PayPal from $91.00 to $80.00 and set a “buy” rating on the stock in a research report on Tuesday, November 25th. Eight research analysts have rated the stock with a Buy rating, thirty-one have issued a Hold rating and six have issued a Sell rating to the stock. Based on data from MarketBeat.com, PayPal currently has an average rating of “Hold” and an average price target of $59.03.
Read Our Latest Report on PayPal
Insider Buying and Selling at PayPal
In other news, insider Suzan Kereere sold 13,515 shares of the company’s stock in a transaction 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 of the company’s stock, valued at $1,425,837.66. This represents a 30.37% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CAO Chris Natali sold 2,208 shares of the stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $44.73, for a total value of $98,763.84. Following the sale, the chief accounting officer directly owned 1,140 shares in the company, valued at $50,992.20. This trade represents a 65.95% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 87,608 shares of company stock worth $3,831,535. Insiders own 0.08% of the company’s stock.
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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