Carnegie Investment Counsel Decreases Holdings in PayPal Holdings, Inc. $PYPL

Carnegie Investment Counsel trimmed its stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 20.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 61,097 shares of the credit services provider’s stock after selling 15,237 shares during the period. Carnegie Investment Counsel’s holdings in PayPal were worth $3,567,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. National Pension Service lifted its stake in shares of PayPal by 1.8% in the third quarter. National Pension Service now owns 2,855,897 shares of the credit services provider’s stock worth $191,516,000 after buying an additional 51,268 shares in the last quarter. Merit Financial Group LLC lifted its stake in shares of PayPal by 15.5% in the third quarter. Merit Financial Group LLC now owns 164,901 shares of the credit services provider’s stock worth $11,058,000 after buying an additional 22,139 shares in the last quarter. Nordea Investment Management AB lifted its position in PayPal by 7.9% during the third quarter. Nordea Investment Management AB now owns 4,292,583 shares of the credit services provider’s stock worth $291,338,000 after buying an additional 313,180 shares in the last quarter. Rakuten Investment Management Inc. purchased a new position in PayPal during the third quarter worth approximately $13,210,000. Finally, Ariose Capital Management Ltd lifted its position in PayPal by 347.0% during the third quarter. Ariose Capital Management Ltd now owns 193,100 shares of the credit services provider’s stock worth $12,949,000 after buying an additional 149,898 shares in the last quarter. Hedge funds and other institutional investors own 68.32% of the company’s stock.

Trending Headlines about PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal announced PayPal Payment Links integration into Canva, letting 265M monthly users accept payments directly from designs — a distribution and merchant‑onboarding boost that can increase checkout volume and revenue for merchant services. PayPal Brings Payment Links to Canva PayPal Embeds Payment Links Into Canva Designs Zacks: PYPL Adds Payment Links to Canva TipRanks: PayPal Scores Another Big Deal with Canva Blockonomi: PayPal Stock Gains Ground With New Canva Integration
• Positive Sentiment: A small analyst upgrade/coverage note was reported that briefly pushed shares higher (coverage mentioned in AmericanBankingNews). Positive broker chatter can support short‑term momentum. PayPal Stock Up After Analyst Upgrade
• Neutral Sentiment: BNP Paribas Exane raised its price target to $43.50 but kept a “neutral” rating — a modest revision that isn’t a strong buy signal. MarketScreener: BNP Paribas Adjusts Price Target
• Neutral Sentiment: Analyst commentary and stock interest pieces (Zacks, 247WallSt, TipRanks) highlight that PYPL is widely watched and rated a “hold” by many analysts — signals of mixed expectations rather than clear upside. Zacks: Investors Heavily Search PayPal 247WallSt: Analysts Still Rate PayPal a Hold TipRanks: SOFI vs PYPL
• Neutral Sentiment: Broader market/sector stories (crypto moves, social commerce trends, and thematic warns) may influence fintech sentiment but are not PayPal‑specific drivers. Bitcoin Climbs Above $72K Meta Growing Role In Social Commerce 3 Profitable Stocks That Concern Us
• Negative Sentiment: Numerous securities‑fraud class action notices and lead‑plaintiff deadlines were filed and publicized by multiple law firms — heightened legal risk, potential litigation costs and uncertainty often depress investor sentiment. GlobeNewswire: Deadline Alert PR Newswire: Faruqi & Faruqi Reminder Gross Law Firm: Shareholder Alert
• Negative Sentiment: Institutional moves reported: reports that Steve Cohen sold PayPal and that ClearBridge exited PYPL citing turnaround challenges signal reduced confidence from large managers and can add selling pressure. DailyHodl: Steve Cohen Dumps PayPal MSN: ClearBridge Exited PayPal

Insider Activity

In other news, EVP Frank Keller sold 29,581 shares of the business’s stock in a transaction that occurred 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 Securities & Exchange Commission, which is available at this hyperlink. Also, CAO Chris Natali sold 2,208 shares of the business’s stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $44.73, for a total transaction of $98,763.84. Following the completion of the sale, the chief accounting officer directly owned 1,140 shares in the company, valued at $50,992.20. This trade represents a 65.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 87,608 shares of company stock valued at $3,831,535. Company insiders own 0.08% of the company’s stock.

PayPal Price Performance

NASDAQ:PYPL opened at $45.27 on Friday. PayPal Holdings, Inc. has a 52 week low of $38.46 and a 52 week high of $79.50. The company has a quick ratio of 1.29, a current ratio of 1.29 and a debt-to-equity ratio of 0.49. The company has a market capitalization of $40.73 billion, a P/E ratio of 8.37, a P/E/G ratio of 1.36 and a beta of 1.40. The stock’s fifty day moving average is $44.27 and its two-hundred day moving average is $56.49.

PayPal (NASDAQ:PYPL) last posted its earnings results on Tuesday, February 3rd. The credit services provider reported $1.23 EPS for the quarter, missing analysts’ consensus estimates 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 analysts’ expectations of $8.82 billion. During the same quarter in the prior year, the firm earned $1.19 EPS. PayPal’s revenue for the quarter was up 4.0% compared to the same quarter last year. Equities analysts expect that PayPal Holdings, Inc. will post 5.03 EPS for the current year.

PayPal Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, March 25th. Stockholders of record on Wednesday, March 4th were paid 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 was Wednesday, March 4th. PayPal’s payout ratio is 10.35%.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on PYPL shares. Mizuho set a $60.00 price objective on PayPal in a research report on Wednesday, February 4th. Compass Point upgraded PayPal from a “sell” rating to a “neutral” rating and set a $51.00 price objective on the stock in a research report on Wednesday, February 4th. Zacks Research downgraded PayPal from a “hold” rating to a “strong sell” rating in a research report on Wednesday, February 11th. Loop Capital assumed coverage on PayPal in a research report on Tuesday, March 31st. They set a “hold” rating and a $46.00 price objective on the stock. Finally, Stephens reduced their target price on shares of PayPal from $65.00 to $45.00 and set an “equal weight” rating on the stock in a research note on Wednesday, February 4th. Eight investment analysts have rated the stock with a Buy rating, thirty-one have issued a Hold rating and six have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $56.72.

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.