CIBC Bancorp USA Inc. Buys Shares of 165,659 PayPal Holdings, Inc. $PYPL

CIBC Bancorp USA Inc. purchased a new position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund purchased 165,659 shares of the credit services provider’s stock, valued at approximately $11,109,000.

A number of other institutional investors and hedge funds have also modified their holdings of PYPL. Cloud Capital Management LLC bought a new position in PayPal in the third quarter valued at approximately $30,000. Kelleher Financial Advisors bought a new stake in shares of PayPal during the 3rd quarter valued at $30,000. True Wealth Design LLC lifted its stake 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 during the period. VSM Wealth Advisory LLC acquired a new position in shares of PayPal in the 2nd quarter valued at $36,000. Finally, Dagco Inc. boosted its position in shares of PayPal by 1,250.0% in the 3rd quarter. Dagco Inc. now owns 540 shares of the credit services provider’s stock worth $36,000 after purchasing an additional 500 shares during the last quarter. 68.32% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on PYPL. Needham & Company LLC reaffirmed a “hold” rating on shares of PayPal in a research note on Tuesday, February 3rd. President Capital reduced their target price on PayPal from $91.00 to $80.00 and set a “buy” rating on the stock in a report on Tuesday, November 25th. Bank of America assumed coverage on PayPal in a research report on Thursday, March 5th. They set a “neutral” rating and a $48.00 target price for the company. Piper Sandler lowered their price target on PayPal from $76.00 to $74.00 and set a “neutral” rating for the company in a research note on Wednesday, January 14th. Finally, UBS Group reiterated a “neutral” rating and issued a $44.00 price target on shares of PayPal in a research report on Wednesday, February 4th. Eight analysts have rated the stock with a Buy rating, thirty-one have issued a Hold rating and six have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $59.03.

Key PayPal News

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal expanded its dollar‑pegged stablecoin PYUSD to 70 markets, widening cross‑border payout and settlement capabilities — a strategic product rollout that can boost transaction volume, fees and wallet liquidity over time. PYUSD Goes Live in 70 Countries
• Positive Sentiment: Bybit EU added PayPal as a fiat on/off ramp for EEA users — a third‑party integration that increases PayPal’s fiat rails reach and could drive incremental payment flows and merchant acceptance in crypto‑adjacent channels. Bybit EU adds PayPal
• Neutral Sentiment: Analyses are re‑examining PayPal’s valuation after recent volatility — some note a short‑term rebound versus larger YTD losses, suggesting investors are weighing recovery potential against execution risk. This is market commentary rather than company‑specific catalyst. Assessing Whether PayPal Looks Undervalued
• Neutral Sentiment: Coverage noting YieldMax’s PYPY ETF (which writes covered calls on PYPL) is suffering as PayPal falls — relevant for option‑income investors but an indirect signal for PYPL equity demand dynamics. YieldMax’s PYPY Riding On The Way Down With PayPal
• Negative Sentiment: Multiple shareholder law firms (Hagens Berman, Bernstein Liebhard, Bronstein Gewirtz, Levi & Korsinsky and others) have filed or are soliciting plaintiffs in securities class actions tied to a surprise CEO ouster and the withdrawal of long‑term targets — allegations include misleading statements about growth and branded checkout readiness. Legal exposure and executive uncertainty are pressuring sentiment. Hagens Berman Class Action Alert
• Negative Sentiment: Numerous firms (Rosen, Pomerantz, Kessler Topaz, Glancy, Faruqi, RGRD and others) are reminding investors of an April 20, 2026 lead‑plaintiff deadline for the suit covering Feb. 25, 2025–Feb. 2, 2026 — the wave of notices keeps the litigation story prominent and could prolong volatility and potential legal costs. Rosen Law Firm Deadline Notice

PayPal Trading Down 0.9%

NASDAQ PYPL opened at $44.19 on Friday. PayPal Holdings, Inc. has a one year low of $38.46 and a one year high of $79.50. The company has a debt-to-equity ratio of 0.49, a current ratio of 1.29 and a quick ratio of 1.29. The firm has a market cap of $40.68 billion, a P/E ratio of 8.17, a P/E/G ratio of 1.33 and a beta of 1.43. The stock’s 50-day moving average is $47.80 and its 200-day moving average is $59.13.

PayPal (NASDAQ:PYPL) last issued its quarterly earnings data on Tuesday, February 3rd. The credit services provider reported $1.23 earnings per share (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 business had revenue of $8.68 billion during the quarter, compared to analyst estimates of $8.82 billion. During the same quarter in the prior year, the firm posted $1.19 earnings per share. PayPal’s revenue for the quarter was up 4.0% compared to the same quarter last year. Sell-side analysts anticipate that PayPal Holdings, Inc. will post 5.03 earnings per share for the current fiscal year.

PayPal Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 25th. Stockholders of record on Wednesday, March 4th will be given a dividend of $0.14 per share. The ex-dividend date of this dividend is Wednesday, March 4th. This represents a $0.56 annualized dividend and a dividend yield of 1.3%. PayPal’s dividend payout ratio is currently 10.35%.

Insider Activity at PayPal

In related news, EVP Frank Keller sold 29,581 shares of the business’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $46.02, for a total value of $1,361,317.62. Following the sale, the executive vice president directly owned 51,567 shares of the company’s stock, valued at approximately $2,373,113.34. The trade was a 36.45% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CAO Chris Natali sold 2,208 shares of the company’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $44.73, for a total transaction of $98,763.84. Following the completion of the transaction, the chief accounting officer directly owned 1,140 shares of the company’s stock, valued at approximately $50,992.20. The trade was a 65.95% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 87,608 shares of company stock valued at $3,831,535. 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.