Commonwealth Equity Services LLC Lowers Holdings in PayPal Holdings, Inc. $PYPL

Commonwealth Equity Services LLC reduced its stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 7.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 233,604 shares of the credit services provider’s stock after selling 19,011 shares during the quarter. Commonwealth Equity Services LLC’s holdings in PayPal were worth $15,666,000 at the end of the most recent reporting period.

Several other hedge funds have also bought and sold shares of the stock. Norges Bank acquired a new position in shares of PayPal in the 2nd quarter valued at $921,570,000. Lazard Asset Management LLC increased its holdings in PayPal by 1,066.0% in the second quarter. Lazard Asset Management LLC now owns 2,106,215 shares of the credit services provider’s stock valued at $156,532,000 after buying an additional 1,925,583 shares in the last quarter. Arrowstreet Capital Limited Partnership increased its holdings in PayPal by 45.0% in the second quarter. Arrowstreet Capital Limited Partnership now owns 3,569,023 shares of the credit services provider’s stock valued at $265,250,000 after buying an additional 1,107,202 shares in the last quarter. Robeco Institutional Asset Management B.V. raised its position in shares of PayPal by 15.2% in the second quarter. Robeco Institutional Asset Management B.V. now owns 5,726,695 shares of the credit services provider’s stock worth $425,608,000 after acquiring an additional 756,058 shares during the period. Finally, Primecap Management Co. CA boosted its stake in shares of PayPal by 9.5% during the 2nd quarter. Primecap Management Co. CA now owns 6,542,450 shares of the credit services provider’s stock worth $486,235,000 after acquiring an additional 568,640 shares in the last quarter. Hedge funds and other institutional investors own 68.32% of the company’s stock.

PayPal Price Performance

PayPal stock opened at $57.66 on Friday. The company has a fifty day simple moving average of $61.56 and a 200-day simple moving average of $67.45. The firm has a market capitalization of $53.95 billion, a price-to-earnings ratio of 11.56, a PEG ratio of 0.72 and a beta of 1.42. The company has a quick ratio of 1.34, a current ratio of 1.34 and a debt-to-equity ratio of 0.56. PayPal Holdings, Inc. has a 52-week low of $55.85 and a 52-week high of $93.25.

PayPal (NASDAQ:PYPL) last posted its quarterly earnings results on Tuesday, October 28th. The credit services provider reported $1.34 earnings per share for the quarter, topping analysts’ consensus estimates of $1.20 by $0.14. PayPal had a net margin of 14.96% and a return on equity of 25.64%. The firm had revenue of $8.42 billion for the quarter, compared to analyst estimates of $8.21 billion. During the same period in the previous year, the business posted $1.20 earnings per share. PayPal’s quarterly revenue was up 7.3% on a year-over-year basis. PayPal has set its Q4 2025 guidance at 1.270-1.310 EPS and its FY 2025 guidance at 5.350-5.390 EPS. On average, equities analysts anticipate that PayPal Holdings, Inc. will post 5.03 EPS for the current fiscal year.

PayPal Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, December 10th. Stockholders of record on Wednesday, November 19th were given a $0.14 dividend. The ex-dividend date was Wednesday, November 19th. This represents a $0.56 dividend on an annualized basis and a dividend yield of 1.0%. PayPal’s dividend payout ratio is 11.22%.

Analyst Ratings Changes

PYPL has been the subject of several recent analyst reports. Weiss Ratings restated a “hold (c)” rating on shares of PayPal in a research note on Wednesday, October 8th. Compass Point dropped their price objective on PayPal from $66.00 to $56.00 and set a “sell” rating on the stock in a report on Tuesday, December 9th. TD Cowen upped their target price on PayPal from $75.00 to $80.00 and gave the stock a “hold” rating in a research note on Wednesday, October 29th. HSBC increased their target price on PayPal from $86.00 to $93.00 and gave the company a “buy” rating in a research report on Wednesday, October 29th. Finally, Rothschild & Co Redburn boosted their price target on shares of PayPal from $66.00 to $70.00 and gave the stock a “neutral” rating in a report on Tuesday, September 16th. Twelve research analysts have rated the stock with a Buy rating, twenty-four have issued a Hold rating and four have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, PayPal presently has a consensus rating of “Hold” and a consensus target price of $77.26.

Key Headlines Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Partnership with Microsoft to power Copilot Checkout — integration lets shoppers complete purchases inside Microsoft Copilot, expanding PayPal’s payment footprint and potential transaction volume. PayPal Teams With Microsoft to Power Checkout in Copilot
• Positive Sentiment: Coverage highlighting PayPal as a value buy — recent pieces (Forbes, MoneyShow) argue PYPL’s valuation and margins make it an attractive long‑term purchase for value investors. Should You Consider Buying PayPal Stock?
• Positive Sentiment: New Transaction Graph Analytics program — product aimed at merchant analytics/insights that could boost monetization and seller retention if adoption scales. How PayPal’s New Transaction Graph Analytics Program Will Impact PayPal Holdings (PYPL) Investors
• Neutral Sentiment: Options activity shows elevated interest — options flow and positioning can signal short‑term speculators hedging or positioning around catalysts, but direction is ambiguous. Behind the Scenes of PayPal Holdings’s Latest Options Trends
• Neutral Sentiment: Susquehanna trims price target (from $94 to $90) but keeps a “positive” rating — reduced upside estimate but analyst stance remains constructive, a mixed signal for sentiment. PayPal price target lowered by at Susquehanna
• Neutral Sentiment: Market summaries note PYPL has dipped more than the broader market recently — useful context but not a direct catalyst. Why Paypal (PYPL) Dipped More Than Broader Market Today
• Negative Sentiment: Goldman Sachs lowered its price target to $65 — a meaningful cut that reduces analyst‑driven upside and likely pressured sentiment. The Goldman Sachs Group Lowers PayPal (NASDAQ:PYPL) Price Target to $65.00
• Negative Sentiment: Recent analyst downgrade drove a sell reaction — coverage noting the downgrade has coincided with downward pressure on the stock. PayPal (NASDAQ:PYPL) Shares Down 2.2% After Analyst Downgrade
• Negative Sentiment: Public criticism from commentators (Jim Cramer: “late to new technologies”) feeds a narrative that PayPal risks losing share to newer fintech entrants and could weigh on sentiment. Jim Cramer on Paypal: “The Company’s Been Late to New Technologies”

Insider Buying and Selling

In related news, insider Suzan Kereere sold 4,162 shares of PayPal stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $59.84, for a total transaction of $249,054.08. Following the transaction, the insider owned 30,983 shares in the company, valued at approximately $1,854,022.72. This trade represents a 11.84% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Diego Scotti sold 3,838 shares of the business’s stock in a transaction on Thursday, October 30th. The stock was sold at an average price of $68.97, for a total value of $264,706.86. Following the transaction, the executive vice president directly owned 16,989 shares in the company, valued at $1,171,731.33. This trade represents a 18.43% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 36,156 shares of company stock worth $2,432,524 in the last three months. Company insiders own 0.08% of the company’s stock.

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.