DNB Asset Management AS Boosts Stock Holdings in PayPal Holdings, Inc. $PYPL

DNB Asset Management AS lifted its stake in PayPal Holdings, Inc. (NASDAQ:PYPL) by 14.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 205,879 shares of the credit services provider’s stock after purchasing an additional 26,688 shares during the period. DNB Asset Management AS’s holdings in PayPal were worth $13,806,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. MUFG Securities EMEA plc grew its position in shares of PayPal by 100.4% during the second quarter. MUFG Securities EMEA plc now owns 385 shares of the credit services provider’s stock worth $29,000 after buying an additional 87,524 shares in the last quarter. Cloud Capital Management LLC acquired a new position in PayPal during the 3rd quarter worth approximately $30,000. VSM Wealth Advisory LLC purchased a new stake in shares of PayPal in the 2nd quarter valued at approximately $36,000. Total Investment Management Inc. acquired a new stake in shares of PayPal in the 2nd quarter valued at $38,000. Finally, True Wealth Design LLC raised its holdings in shares of PayPal by 285.3% in the 3rd quarter. True Wealth Design LLC now owns 524 shares of the credit services provider’s stock valued at $35,000 after purchasing an additional 388 shares in the last quarter. Hedge funds and other institutional investors own 68.32% of the company’s stock.

Insider Activity

In related news, EVP Frank Keller sold 3,478 shares of the business’s stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $40.20, for a total value of $139,815.60. Following the transaction, the executive vice president owned 51,567 shares in the company, valued at $2,072,993.40. The trade was a 6.32% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, insider Suzan Kereere sold 37,613 shares of the company’s stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $41.49, for a total value of $1,560,563.37. Following the sale, the insider directly owned 30,983 shares of the company’s stock, valued at approximately $1,285,484.67. This represents a 54.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 42,304 shares of company stock valued at $1,749,493. Insiders own 0.08% of the company’s stock.

Analyst Upgrades and Downgrades

PYPL has been the topic of several recent analyst reports. Royal Bank Of Canada dropped their target price on PayPal from $91.00 to $59.00 and set an “outperform” rating on the stock in a report on Wednesday, February 4th. Canaccord Genuity Group reiterated a “hold” rating and issued a $42.00 price objective (down from $100.00) on shares of PayPal in a report on Wednesday, February 4th. Dbs Bank upgraded PayPal to a “hold” rating in a research note on Friday, February 6th. Wall Street Zen lowered shares of PayPal from a “buy” rating to a “hold” rating in a research note on Sunday, January 18th. Finally, President Capital reduced their price objective on shares of PayPal from $91.00 to $80.00 and set a “buy” rating for the company in a research report on Tuesday, November 25th. Eight investment analysts have rated the stock with a Buy rating, thirty have assigned a Hold rating and six have given a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $60.21.

PayPal Price Performance

Shares of NASDAQ PYPL opened at $46.21 on Friday. The stock has a market cap of $42.54 billion, a P/E ratio of 8.54, a P/E/G ratio of 1.21 and a beta of 1.43. PayPal Holdings, Inc. has a twelve month low of $38.46 and a twelve month high of $79.50. The stock has a 50 day moving average of $51.58 and a two-hundred day moving average of $61.38. 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 (NASDAQ:PYPL) last announced its earnings results on Tuesday, February 3rd. The credit services provider reported $1.23 earnings per share (EPS) 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 business had revenue of $8.68 billion for the quarter, compared to analysts’ expectations of $8.82 billion. During the same quarter last year, the business posted $1.19 earnings per share. The business’s revenue was up 4.0% on a year-over-year basis. On average, research analysts forecast that PayPal Holdings, Inc. will post 5.03 earnings per share for the current year.

PayPal Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, March 25th. Stockholders of record on Wednesday, March 4th will be issued a $0.14 dividend. This represents a $0.56 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend is Wednesday, March 4th. PayPal’s dividend payout ratio is presently 10.35%.

More PayPal News

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Bloomberg/Yahoo reported that Stripe has expressed interest in all or parts of PayPal, reviving takeover speculation and short‑term buying interest from traders hoping for a strategic bid. PayPal Surges on Stripe Acquisition Interest
• Positive Sentiment: PayPal, MoonPay and M0 announced PYUSDx, a developer‑facing platform to issue app‑specific stablecoins backed by PayPal USD — a product extension that could broaden crypto rails and new revenue channels if adoption follows. PayPal, MoonPay and M0 launch PYUSDx
• Neutral Sentiment: Follow‑up reporting (Semafor/TechCrunch) says PayPal may not be actively pursuing a sale and that no formal talks are underway — this tempers deal hopes and makes the takeover angle speculative until confirmed. PayPal might not be looking to sell itself, report
• Negative Sentiment: Multiple law firms have filed or are soliciting plaintiffs in securities class actions against PayPal (lead‑plaintiff deadlines around Apr. 20), creating litigation over disclosures that can pressure the stock and increase potential settlement risk. PYPL Shareholder Action Reminder — Faruqi & Faruqi
• Negative Sentiment: Analysts and independent writeups point to slowing growth, rising credit losses, weaker free cash flow and guidance that disappointed investors — narratives that undercut a sustainable multiple expansion. PayPal: A Textbook Value Trap (Seeking Alpha)
• Negative Sentiment: Sell ratings and critical notes (e.g., Morgan Stanley / TipRanks coverage) highlight competitive pressure (Braintree economics, Venmo monetization) and an unattractive risk/reward that can keep selling pressure under any rally. Sell Rating on PayPal — TipRanks

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.