PayPal Holdings, Inc. $PYPL Shares Sold by New York State Teachers Retirement System

Posted by Defense World Staff on Jan 12th, 2026

New York State Teachers Retirement System decreased its holdings in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 1.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 891,601 shares of the credit services provider’s stock after selling 15,147 shares during the quarter. New York State Teachers Retirement System owned approximately 0.09% of PayPal worth $59,791,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in the stock. Norges Bank purchased a new stake in shares of PayPal during the 2nd quarter worth approximately $921,570,000. Artisan Partners Limited Partnership raised its stake in PayPal by 1.6% during the 2nd quarter. Artisan Partners Limited Partnership now owns 11,992,031 shares of the credit services provider’s stock worth $891,248,000 after acquiring an additional 184,014 shares in the last quarter. Invesco Ltd. lifted its position in PayPal by 5.5% in the second quarter. Invesco Ltd. now owns 10,038,584 shares of the credit services provider’s stock valued at $746,068,000 after acquiring an additional 522,514 shares during the last quarter. Primecap Management Co. CA boosted its stake in PayPal by 9.5% in the second quarter. Primecap Management Co. CA now owns 6,542,450 shares of the credit services provider’s stock valued at $486,235,000 after acquiring an additional 568,640 shares in the last quarter. Finally, Loomis Sayles & Co. L P grew its holdings in shares of PayPal by 1.6% during the second quarter. Loomis Sayles & Co. L P now owns 6,522,748 shares of the credit services provider’s stock worth $484,771,000 after purchasing an additional 103,718 shares during the last quarter. 68.32% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, CAO Chris Natali sold 1,374 shares of the stock in a transaction that occurred on Thursday, October 30th. The stock was sold at an average price of $69.13, for a total transaction of $94,984.62. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Suzan Kereere sold 12,500 shares of the firm’s stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $68.87, for a total value of $860,875.00. Following the completion of the sale, the insider directly owned 30,983 shares of the company’s stock, valued at $2,133,799.21. This represents a 28.75% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 36,156 shares of company stock valued at $2,432,524. Company insiders own 0.08% of the company’s stock.

PayPal Price Performance

PayPal stock opened at $57.66 on Monday. The company has a debt-to-equity ratio of 0.56, a current ratio of 1.34 and a quick ratio of 1.34. The business has a 50 day simple moving average of $61.56 and a 200-day simple moving average of $67.37. PayPal Holdings, Inc. has a 12 month low of $55.85 and a 12 month high of $93.25. The stock has a market capitalization of $53.95 billion, a PE ratio of 11.56, a price-to-earnings-growth ratio of 0.72 and a beta of 1.42.

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

PayPal Dividend Announcement

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

Key PayPal News

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”

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on PYPL. Sanford C. Bernstein reiterated a “market perform” rating on shares of PayPal in a research report on Wednesday, December 17th. President Capital cut 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. HSBC increased their price objective on PayPal from $86.00 to $93.00 and gave the company a “buy” rating in a report on Wednesday, October 29th. Robert W. Baird reaffirmed a “neutral” rating and issued a $66.00 target price (down from $83.00) on shares of PayPal in a report on Friday, December 12th. Finally, Bank of America reiterated a “neutral” rating and set a $68.00 price target (down previously from $93.00) on shares of PayPal in a research note on Thursday, December 11th. Twelve investment analysts have rated the stock with a Buy rating, twenty-four have assigned a Hold rating and four have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, PayPal currently has an average rating of “Hold” and a consensus target price of $77.26.

View Our Latest Analysis on PYPL

PayPal Company Profile

(Free Report)

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.