Caisse Des Depots ET Consignations Invests $1.80 Million in PayPal Holdings, Inc. $PYPL

Caisse Des Depots ET Consignations purchased a new stake in PayPal Holdings, Inc. (NASDAQ:PYPL) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 26,832 shares of the credit services provider’s stock, valued at approximately $1,799,000.

A number of other large investors have also added to or reduced their stakes in the stock. Eubel Brady & Suttman Asset Management Inc. raised its holdings in PayPal by 2.8% in the 3rd quarter. Eubel Brady & Suttman Asset Management Inc. now owns 472,379 shares of the credit services provider’s stock valued at $31,678,000 after acquiring an additional 13,052 shares in the last quarter. Savvy Advisors Inc. increased its position in shares of PayPal by 7.4% in the third quarter. Savvy Advisors Inc. now owns 5,646 shares of the credit services provider’s stock worth $379,000 after purchasing an additional 388 shares during the period. LSV Asset Management raised its stake in PayPal by 4.0% in the third quarter. LSV Asset Management now owns 3,752,260 shares of the credit services provider’s stock valued at $251,627,000 after purchasing an additional 143,559 shares in the last quarter. GK Wealth Management LLC lifted its position in PayPal by 11.4% during the third quarter. GK Wealth Management LLC now owns 5,580 shares of the credit services provider’s stock worth $374,000 after purchasing an additional 569 shares during the period. Finally, Cibc World Market Inc. lifted its position in PayPal by 11.5% during the third quarter. Cibc World Market Inc. now owns 117,440 shares of the credit services provider’s stock worth $7,876,000 after purchasing an additional 12,129 shares during the period. Institutional investors and hedge funds own 68.32% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have commented on the stock. Macquarie Infrastructure raised their target price on shares of PayPal from $95.00 to $100.00 and gave the company an “outperform” rating in a report on Wednesday, October 29th. TD Cowen reissued a “hold” rating on shares of PayPal in a research note on Tuesday, February 3rd. KeyCorp restated a “hold” rating on shares of PayPal in a research report on Wednesday, October 22nd. Jefferies Financial Group reaffirmed a “hold” rating on shares of PayPal in a report on Wednesday, January 7th. Finally, Monness Crespi & Hardt lowered PayPal from a “buy” rating to a “neutral” rating in a research note on Monday, January 5th. Ten analysts have rated the stock with a Buy rating, thirty have given a Hold rating and four have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $61.03.

More PayPal News

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: New CEO / strategy reset — Coverage highlights Enrique Lores being tapped to steady the company and a push into embedded payments that could justify a re‑rating if execution improves. Read More.
• Positive Sentiment: Value/short‑cover narratives — Several writeups argue PYPL is oversold after the sell‑off and could attract value buyers or short‑squeeze activity if fundamentals or execution signals recover. Read More.
• Neutral Sentiment: Daiwa trims target but stays neutral — Daiwa cut its PT to $42 and kept a neutral rating, moderating upside expectations without adding a fresh sell signal. Read More.
• Neutral Sentiment: Zacks / other trackers boosting visibility — PYPL shows up on trending/most‑watched lists, which raises trading volume and volatility but doesn’t change core fundamentals. Read More.
• Negative Sentiment: Q4 earnings and guidance shock — PayPal reported Q4 EPS and revenue below Street expectations, which triggered the initial sell‑off and underpins near‑term skepticism about growth and execution. Read More.
• Negative Sentiment: Analyst downgrades and steep PT cuts — Multiple firms cut targets and issued sell/neutral calls (Rothschild & Co Redburn cut to $32 with a sell, Truist to $39 sell, Bernstein to $45, etc.), reinforcing downside pressure. Read More.
• Negative Sentiment: Securities‑investigation headlines — Litigation firms (Kessler Topaz and others) announced probes into PayPal related to the timing of the CEO change and the earnings shock, adding legal risk and prolonging volatility. Read More.
• Negative Sentiment: Critical commentary from ex‑management — Former PayPal president David Marcus publicly criticized execution and urged urgency on fixes, which amplifies investor concerns about governance and turnaround timelines. Read More.
• Negative Sentiment: Insider selling — An EVP disclosed a sale of shares last week, which some investors interpret as a modest negative signal amid the broader uncertainty. Read More.

PayPal Stock Down 2.4%

Shares of NASDAQ:PYPL opened at $40.49 on Thursday. PayPal Holdings, Inc. has a 52-week low of $38.88 and a 52-week high of $79.50. The company has a market capitalization of $37.28 billion, a PE ratio of 7.48, a price-to-earnings-growth ratio of 1.07 and a beta of 1.43. The company has a debt-to-equity ratio of 0.49, a quick ratio of 1.29 and a current ratio of 1.29. The company has a fifty day moving average of $55.91 and a 200-day moving average of $63.59.

PayPal (NASDAQ:PYPL) last issued its quarterly earnings data on Tuesday, February 3rd. The credit services provider reported $1.23 earnings per share for the quarter, missing analysts’ consensus estimates of $1.29 by ($0.06). PayPal had a return on equity of 25.42% and a net margin of 15.77%.The firm had revenue of $8.68 billion for the quarter, compared to the consensus estimate of $8.82 billion. During the same quarter in the prior year, the firm earned $1.19 EPS. The company’s revenue was up 4.0% on a year-over-year basis. On average, equities analysts predict that PayPal Holdings, Inc. will post 5.03 EPS for the current fiscal year.

PayPal Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, March 25th. Investors of record on Wednesday, March 4th will be given a dividend of $0.14 per share. The ex-dividend date is Wednesday, March 4th. This represents a $0.56 annualized dividend and a yield of 1.4%. PayPal’s dividend payout ratio (DPR) is currently 10.35%.

Insider Activity at PayPal

In other news, EVP Frank Keller sold 3,478 shares of PayPal stock in a transaction on Friday, February 6th. The shares were sold at an average price of $40.20, for a total transaction of $139,815.60. Following the transaction, the executive vice president owned 51,567 shares in the company, valued at approximately $2,072,993.40. The trade was a 6.32% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Suzan Kereere sold 4,162 shares of the stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $59.84, for a total value of $249,054.08. Following the completion of the sale, the insider owned 30,983 shares of the company’s stock, valued at $1,854,022.72. The trade was a 11.84% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.08% of the stock is owned by company insiders.

About PayPal

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.