AustralianSuper Pty Ltd Sells 28,417 Shares of PayPal Holdings, Inc. $PYPL

AustralianSuper Pty Ltd cut its holdings in PayPal Holdings, Inc. (NASDAQ:PYPL) by 7.5% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 348,520 shares of the credit services provider’s stock after selling 28,417 shares during the period. AustralianSuper Pty Ltd’s holdings in PayPal were worth $23,372,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also added to or reduced their stakes in the business. Norges Bank acquired a new stake in shares of PayPal during the 2nd quarter worth approximately $921,570,000. Artisan Partners Limited Partnership boosted its stake in PayPal by 1.6% during the second 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. grew its holdings in PayPal by 5.5% in the second quarter. Invesco Ltd. now owns 10,038,584 shares of the credit services provider’s stock worth $746,068,000 after purchasing an additional 522,514 shares during the period. Primecap Management Co. CA increased its stake in PayPal by 2.1% in the third quarter. Primecap Management Co. CA now owns 6,680,930 shares of the credit services provider’s stock valued at $448,023,000 after purchasing an additional 138,480 shares in the last quarter. Finally, Loomis Sayles & Co. L P raised 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 valued at $484,771,000 after purchasing an additional 103,718 shares during the period. Institutional investors and hedge funds own 68.32% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently commented on PYPL. Wall Street Zen lowered PayPal from a “buy” rating to a “hold” rating in a research report on Sunday, January 18th. Dbs Bank upgraded PayPal to a “hold” rating in a report on Friday, February 6th. TD Cowen reaffirmed a “hold” rating on shares of PayPal in a research report on Tuesday, February 3rd. Argus reduced their price target on shares of PayPal from $87.00 to $65.00 and set a “buy” rating for the company in a research report on Friday, February 6th. Finally, Deutsche Bank Aktiengesellschaft decreased their price target on shares of PayPal from $75.00 to $65.00 and set a “hold” rating for the company in a research note on Friday, December 5th. Eight investment analysts have rated the stock with a Buy rating, thirty-one have given a Hold rating and six have given a Sell rating to the company. According to data from MarketBeat.com, PayPal currently has an average rating of “Hold” and a consensus price target of $59.55.

Insider Transactions at PayPal

In other news, insider Suzan Kereere sold 37,613 shares of PayPal stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $41.49, for a total value of $1,560,563.37. Following the completion of the transaction, the insider directly owned 30,983 shares in the company, valued at approximately $1,285,484.67. The trade was a 54.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Chris Natali sold 1,213 shares of the business’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $40.49, for a total value of $49,114.37. Following the sale, the chief accounting officer owned 404 shares in the company, valued at approximately $16,357.96. The trade was a 75.02% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 42,304 shares of company stock valued at $1,749,493 over the last three months. Company insiders own 0.08% of the company’s stock.

PayPal News Summary

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal partnered with TCS Blockchain to enable carriers to settle freight invoices using PayPal USD on blockchain rails, which could lower settlement costs, speed cash conversion and expand institutional use cases for PayPal USD. PayPal and TCS Blockchain Modernize Logistics Payments
• Positive Sentiment: CellPoint Digital went live with a PayPal integration in its payment orchestration platform, making it easier for travel and retail merchants to offer PayPal at checkout — a revenue and volume expansion lever for global acceptance. CellPoint Digital and PayPal Partner to Expand Payment Choice
• Neutral Sentiment: KGI Securities reaffirmed a neutral rating with a $55 price target (still above current levels), underscoring analyst caution despite upside scenarios; this keeps institutional guidance mixed. PayPal Given Neutral Rating at KGI Securities
• Neutral Sentiment: Research houses remain split on upside: Bernstein flagged limited pricing power and kept a conservative view, reinforcing the narrative that margin/fee pressure is a structural concern. Bernstein Sees Limited Upside
• Neutral Sentiment: Buyout and takeover rumors continue to circulate; such speculation can lift shares episodically but remains unconfirmed and therefore an uncertain catalyst. PayPal Buyout Rumors
• Negative Sentiment: Multiple law firms have filed or are soliciting lead‑plaintiff applicants in securities‑fraud class actions alleging PayPal misled investors about revenue/growth outlooks — a governance/legal overhang that increases litigation risk, potential costs and investor uncertainty. Investors Opportunity to Lead Class Action – RGRD Law
• Negative Sentiment: Traders reacted to a broader market sell‑off and to analyst caution/downgrades, which some coverage says overshadowed the positive TCS partnership and contributed to intraday weakness. That market‑driven volatility is pressuring the stock despite deal news. What’s Going On With PayPal Stock Today?

PayPal Stock Up 1.6%

PYPL stock opened at $46.38 on Wednesday. The stock has a fifty day moving average of $51.03 and a 200-day moving average of $60.99. PayPal Holdings, Inc. has a fifty-two week low of $38.46 and a fifty-two week high of $79.50. The company has a market capitalization of $42.70 billion, a price-to-earnings ratio of 8.57, a PEG ratio of 1.19 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.

PayPal (NASDAQ:PYPL) last released its quarterly earnings data 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). The business had revenue of $8.68 billion for the quarter, compared to analysts’ expectations of $8.82 billion. PayPal had a net margin of 15.77% and a return on equity of 25.42%. PayPal’s revenue for the quarter was up 4.0% compared to the same quarter last year. During the same period last year, the company earned $1.19 earnings per share. As a group, equities research analysts predict 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. Shareholders 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 dividend yield of 1.2%. PayPal’s dividend payout ratio is currently 10.35%.

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.