Capitolis Liquid Global Markets LLC lowered its position in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 43.0% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 57,000 shares of the credit services provider’s stock after selling 43,000 shares during the period. Capitolis Liquid Global Markets LLC’s holdings in PayPal were worth $3,822,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. National Pension Service boosted its position in shares of PayPal by 1.8% in the 3rd quarter. National Pension Service now owns 2,855,897 shares of the credit services provider’s stock worth $191,516,000 after purchasing an additional 51,268 shares in the last quarter. Merit Financial Group LLC increased its position in PayPal by 15.5% during the 3rd 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 raised 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 during the last quarter. Rakuten Investment Management Inc. purchased a new stake in PayPal in the third quarter valued at about $13,210,000. Finally, Ariose Capital Management Ltd boosted its holdings in PayPal by 347.0% in 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. Hedge funds and other institutional investors own 68.32% of the company’s stock.
Insider Activity at PayPal
In related news, EVP Frank Keller sold 29,581 shares of the stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $46.02, for a total transaction of $1,361,317.62. Following the sale, the executive vice president directly owned 51,567 shares of the company’s stock, valued at approximately $2,373,113.34. This represents a 36.45% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CAO Chris Natali sold 2,208 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $44.73, for a total transaction of $98,763.84. Following the sale, the chief accounting officer owned 1,140 shares in the company, valued at approximately $50,992.20. This represents a 65.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 87,608 shares of company stock worth $3,831,535. 0.08% of the stock is owned by corporate insiders.
PayPal Price Performance
Shares of NASDAQ:PYPL opened at $44.90 on Monday. PayPal Holdings, Inc. has a twelve month low of $38.46 and a twelve month high of $79.50. The company has a current ratio of 1.29, a quick ratio of 1.29 and a debt-to-equity ratio of 0.49. The company has a market cap of $41.34 billion, a PE ratio of 8.30, a price-to-earnings-growth ratio of 1.34 and a beta of 1.43. The company’s 50 day moving average is $48.91 and its 200 day moving average is $59.68.
PayPal (NASDAQ:PYPL – Get Free Report) last announced its quarterly earnings data on Tuesday, February 3rd. The credit services provider reported $1.23 EPS 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 analyst estimates of $8.82 billion. PayPal had a net margin of 15.77% and a return on equity of 25.42%. The business’s revenue was up 4.0% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.19 earnings per share. On average, sell-side analysts forecast that PayPal Holdings, Inc. will post 5.03 EPS for the current year.
PayPal Announces Dividend
The business also recently disclosed 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 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Wednesday, March 4th. PayPal’s payout ratio is 10.35%.
Analyst Upgrades and Downgrades
PYPL has been the topic of several recent analyst reports. HSBC downgraded shares of PayPal from a “buy” rating to a “hold” rating and set a $47.00 price objective on the stock. in a report on Wednesday, February 4th. Stephens dropped their target price on shares of PayPal from $65.00 to $45.00 and set an “equal weight” rating on the stock in a research report on Wednesday, February 4th. Compass Point upgraded shares of PayPal from a “sell” rating to a “neutral” rating and set a $51.00 price target on the stock in a research note on Wednesday, February 4th. Canaccord Genuity Group reaffirmed a “hold” rating and issued a $42.00 price target (down from $100.00) on shares of PayPal in a report on Wednesday, February 4th. Finally, Raymond James Financial reiterated a “market perform” rating on shares of PayPal in a research note on Monday, February 23rd. Eight equities 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, the company presently has an average rating of “Hold” and an average target price of $59.03.
Check Out Our Latest Research Report on PayPal
PayPal News Roundup
Here are the key news stories impacting PayPal this week:
- Positive Sentiment: PayPal has been included in Mastercard’s new crypto partner program alongside firms like Binance and Ripple, which supports its PYUSD/stablecoin and payments roadmap and could help revenue diversification if partnerships scale. Binance, Ripple, PayPal join Mastercard’s 85+ partner crypto initiative
- Positive Sentiment: Valuation looks attractive to some investors and analysts: recent coverage highlights a low P/E and price targets above current levels, which can attract value buyers if execution stabilizes. Why PayPal’s Rally Faded—And What Could Restart It
- Neutral Sentiment: Macro and crypto market moves are creating mixed flows: regulatory alignment between the CFTC and SEC and episodic crypto volatility are shaping sentiment for payments/crypto plays like PayPal. This is a backdrop rather than an immediate company-specific catalyst. Crypto Currents: CFTC affirms crypto oversight alignment with SEC
- Negative Sentiment: Multiple securities class-action filings and numerous law‑firm alerts allege PayPal misled investors about growth and guidance (class period cited Feb 25, 2025–Feb 2, 2026). Firms are soliciting lead‑plaintiff motions with an April 20, 2026 deadline — this litigation wave increases legal risk, potential costs, and investor uncertainty. PayPal Holdings (PYPL) Faces Securities Class Action Amid $9 Billion Market Cap Wipeout, CEO Departure — Hagens Berman
- Negative Sentiment: Competition and management turnover remain immediate execution risks: coverage notes weak Feb results, cautious guidance, and the CEO departure — all drivers behind the recent selloff and continued skepticism until clear operational improvement is shown. Why PayPal’s Rally Faded—And What Could Restart It
- Negative Sentiment: High-profile commentary suggests competitive pressure from other payment/fintech platforms and actions by industry figures (e.g., Elon Musk) could further compress PayPal’s growth in key consumer/payment corridors. Elon Musk just made things uncomfortable for PayPal and Cash App
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.
See Also
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