PayPal Holdings, Inc. $PYPL Stock Holdings Reduced by Aberdeen Group plc

Aberdeen Group plc cut its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 21.0% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 738,362 shares of the credit services provider’s stock after selling 196,100 shares during the period. Aberdeen Group plc owned 0.08% of PayPal worth $49,980,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in PYPL. Norges Bank bought a new position in PayPal during the second quarter valued at approximately $921,570,000. Artisan Partners Limited Partnership increased its stake in shares of 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 purchasing an additional 184,014 shares during the last quarter. Invesco Ltd. raised its holdings in shares of PayPal by 5.5% during the 2nd quarter. Invesco Ltd. now owns 10,038,584 shares of the credit services provider’s stock valued at $746,068,000 after purchasing an additional 522,514 shares in the last quarter. Primecap Management Co. CA lifted 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 valued at $486,235,000 after purchasing an additional 568,640 shares during the last quarter. Finally, Loomis Sayles & Co. L P lifted its stake in shares of PayPal by 1.6% in the 2nd quarter. Loomis Sayles & Co. L P now owns 6,522,748 shares of the credit services provider’s stock valued at $484,771,000 after purchasing an additional 103,718 shares during the last quarter. 68.32% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal announced an agentic AI travel partnership with Sabre and Mindtrip — a move that highlights PayPal’s AI and commerce strategy and could expand payments volume in travel and bookings. Sabre, PayPal, and Mindtrip partner
• Positive Sentiment: Coverage notes Venmo momentum and PayPal’s AI investments as potential growth drivers vs. competitors — these business positives may support a longer-term recovery if execution improves. PayPal vs. Block
• Neutral Sentiment: Analysts and outlets are parsing next steps after the Q4 miss and CEO transition; pieces summarize strategic options but offer no immediate catalyst. What’s next after Q4 crash
• Negative Sentiment: Multiple law firms (Kessler Topaz; Pomerantz) have opened investor investigations into PayPal, increasing legal/liability risk and weighing on sentiment. Kessler Topaz investigation notice Pomerantz investor alert
• Negative Sentiment: Analysts have cut ratings and targets — Zacks moved PayPal to a “Strong Sell” and several firms trimmed EPS/price targets (e.g., Daiwa to $42) — pressuring the stock. Zacks downgrade Daiwa cuts price target
• Negative Sentiment: Market commentary highlights the scale of recent share losses and lingering execution issues; retail sentiment has turned bearish and shares have plunged year-to-date. Execution crisis coverage
• Negative Sentiment: Revenue missed expectations and management change was flagged after Q4, creating short-term uncertainty around guidance and execution. Revenue miss & CEO change

Analysts Set New Price Targets

Several equities analysts have weighed in on PYPL shares. Wall Street Zen lowered PayPal from a “buy” rating to a “hold” rating in a report on Sunday, January 18th. Compass Point raised PayPal from a “sell” rating to a “neutral” rating and set a $51.00 price objective on the stock in a research note on Wednesday, February 4th. Raymond James Financial set a $48.00 target price on PayPal in a report on Tuesday, February 3rd. The Goldman Sachs Group lowered their price target on PayPal from $64.00 to $41.00 and set a “sell” rating on the stock in a report on Wednesday, February 4th. Finally, Dbs Bank raised shares of PayPal to a “hold” rating in a research report on Friday, February 6th. Ten analysts have rated the stock with a Buy rating, thirty have assigned a Hold rating and five have issued a Sell rating to the company. Based on data from MarketBeat, PayPal currently has an average rating of “Hold” and an average price target of $61.03.

Insider Transactions at PayPal

In other news, EVP Frank Keller sold 3,478 shares of PayPal stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $40.20, for a total transaction of $139,815.60. Following the sale, the executive vice president owned 51,567 shares of the company’s stock, valued at approximately $2,072,993.40. This trade represents a 6.32% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Suzan Kereere sold 4,162 shares of the business’s stock in a transaction that occurred 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 sale, the insider owned 30,983 shares in the company, valued at approximately $1,854,022.72. This represents a 11.84% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.08% of the stock is owned by company insiders.

PayPal Stock Up 3.1%

PYPL opened at $40.29 on Monday. The business has a 50 day moving average of $55.01 and a 200-day moving average of $63.05. The stock has a market capitalization of $37.09 billion, a price-to-earnings ratio of 7.45, a P/E/G ratio of 1.04 and a beta of 1.43. The company has a current ratio of 1.29, a quick ratio of 1.29 and a debt-to-equity ratio of 0.49. PayPal Holdings, Inc. has a 1-year low of $38.46 and a 1-year high of $79.50.

PayPal (NASDAQ:PYPL) last released its earnings results 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). PayPal had a net margin of 15.77% and a return on equity of 25.42%. The company had revenue of $8.68 billion for the quarter, compared to analyst estimates of $8.82 billion. During the same quarter in the previous year, the company earned $1.19 earnings per share. PayPal’s revenue for the quarter was up 4.0% compared to the same quarter last year. As a group, sell-side analysts anticipate that PayPal Holdings, Inc. will post 5.03 earnings per share for the current year.

PayPal Dividend Announcement

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

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.