23,966 Shares in PayPal Holdings, Inc. $PYPL Purchased by Campbell & CO Investment Adviser LLC

Campbell & CO Investment Adviser LLC bought a new position in PayPal Holdings, Inc. (NASDAQ:PYPL) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 23,966 shares of the credit services provider’s stock, valued at approximately $1,607,000.

Other institutional investors have also recently made changes to their positions in the company. Norges Bank bought a new position in PayPal during the second quarter valued at approximately $921,570,000. Lazard Asset Management LLC raised its stake in PayPal by 1,066.0% during the 2nd 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 during the last quarter. Arrowstreet Capital Limited Partnership raised its stake in PayPal by 45.0% during the 2nd 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 during the last quarter. Robeco Institutional Asset Management B.V. lifted its holdings in shares of PayPal by 15.2% during the 2nd quarter. Robeco Institutional Asset Management B.V. now owns 5,726,695 shares of the credit services provider’s stock valued at $425,608,000 after buying an additional 756,058 shares during the period. Finally, Primecap Management Co. CA boosted its stake in shares of PayPal by 9.5% in 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 buying an additional 568,640 shares during the last quarter. Hedge funds and other institutional investors own 68.32% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on the company. Daiwa America cut PayPal from a “strong-buy” rating to a “hold” rating in a research report on Monday, January 12th. Sanford C. Bernstein reissued a “market perform” rating on shares of PayPal in a report on Wednesday, December 17th. BNP Paribas Exane cut their target price on shares of PayPal from $71.00 to $69.00 and set a “neutral” rating for the company in a research report on Tuesday, December 2nd. Baird R W downgraded shares of PayPal from a “strong-buy” rating to a “hold” rating in a research report on Friday, December 12th. Finally, HSBC lifted their price target on shares of PayPal from $86.00 to $93.00 and gave the stock a “buy” rating in a research note on Wednesday, October 29th. Twelve equities research analysts have rated the stock with a Buy rating, twenty-seven have assigned a Hold rating and four have given a Sell rating to the company’s stock. According to MarketBeat, PayPal currently has a consensus rating of “Hold” and a consensus price target of $76.05.

Key Stories Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Seeking Alpha publishes a bullish thesis arguing PYPL is “dirt cheap” with multiple near-term catalysts that could re-rate the stock (valuation, product leverage and optionality). PayPal: A Dirt Cheap Nexus Of Catalysts
• Positive Sentiment: Investor commentary (InsiderMonkey) highlights PayPal as a “depressed” buy—framing recent weakness as a buying opportunity despite TD Cowen trimming its price target—supporting a value/recovery trade narrative. Is PayPal Holdings, Inc. (PYPL) One of the Best Depressed Stocks to Buy Right Now?
• Positive Sentiment: Interactive Brokers will add support for PayPal USD (PYUSD) for account funding next week (after initial USDC support), which could help PYUSD adoption and indirectly benefit PayPal’s payments ecosystem. Interactive Brokers to allow stablecoins for account funding
• Negative Sentiment: Michael Burry published a long, critical analysis of the payments sector that specifically calls out risks for PayPal, adding headline risk and prompting investor caution. Michael Burry Sounds the Alarm on Payments Sector – XYZ, PYPL, FOUR
• Negative Sentiment: Piper Sandler issues a pessimistic forecast for PYPL, signaling downside risks from operational or growth concerns that could pressure the stock. Piper Sandler Issues Pessimistic Forecast for PayPal (NASDAQ:PYPL) Stock Price
• Negative Sentiment: Analysts continue to cut targets and ratings: TD Cowen lowered its price target to $65 (hold), Compass Point cut its target to $55 and kept a sell rating, and Daiwa Capital downgraded PYPL—these actions increase selling pressure and reduce near-term upside expectations. TD Cowen adjusts price target on PayPal to $65 Compass Point adjusts price target on PayPal to $55 Daiwa Capital downgrades PayPal Holdings (PYPL)

PayPal Stock Up 0.3%

PYPL opened at $56.89 on Friday. The stock has a market cap of $53.23 billion, a price-to-earnings ratio of 11.40, a price-to-earnings-growth ratio of 0.71 and a beta of 1.42. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.34 and a current ratio of 1.34. The firm’s fifty day moving average is $60.57 and its 200 day moving average is $66.82. PayPal Holdings, Inc. has a fifty-two week low of $55.85 and a fifty-two 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 EPS for the quarter, beating analysts’ consensus estimates of $1.20 by $0.14. PayPal had a return on equity of 25.64% and a net margin of 14.96%.The business had revenue of $8.42 billion for the quarter, compared to analysts’ expectations of $8.21 billion. During the same period last year, the firm earned $1.20 earnings per share. The business’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, sell-side analysts forecast that PayPal Holdings, Inc. will post 5.03 earnings per share for the current fiscal year.

PayPal Announces Dividend

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

Insider Activity at PayPal

In other PayPal news, EVP Diego Scotti sold 3,838 shares of the business’s stock in a transaction on Thursday, October 30th. The shares were sold at an average price of $68.97, for a total value of $264,706.86. Following the sale, the executive vice president owned 16,989 shares in the company, valued at $1,171,731.33. The trade was a 18.43% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Suzan Kereere sold 12,500 shares of the stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $68.87, for a total transaction of $860,875.00. Following the transaction, the insider directly owned 30,983 shares of the company’s stock, valued at $2,133,799.21. This trade represents a 28.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 36,156 shares of company stock worth $2,432,524 over the last ninety days. 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.