ABN Amro Investment Solutions Increases Stock Holdings in PayPal Holdings, Inc. $PYPL

ABN Amro Investment Solutions boosted its stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 348.0% during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 51,237 shares of the credit services provider’s stock after buying an additional 39,801 shares during the period. ABN Amro Investment Solutions’ holdings in PayPal were worth $3,436,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. National Pension Service increased its position in PayPal by 1.8% during the 3rd quarter. National Pension Service now owns 2,855,897 shares of the credit services provider’s stock valued at $191,516,000 after buying an additional 51,268 shares in the last quarter. Merit Financial Group LLC boosted its holdings in 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 acquiring an additional 22,139 shares in the last quarter. Nordea Investment Management AB grew its stake in shares of 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 acquiring an additional 313,180 shares during the last quarter. Rakuten Investment Management Inc. acquired a new position in shares of PayPal during the third quarter valued at about $13,210,000. Finally, Ariose Capital Management Ltd increased its holdings in shares of PayPal by 347.0% during the third quarter. Ariose Capital Management Ltd now owns 193,100 shares of the credit services provider’s stock valued at $12,949,000 after acquiring an additional 149,898 shares in the last quarter. 68.32% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

PYPL has been the topic of several research analyst reports. Deutsche Bank Aktiengesellschaft dropped their target price on shares of PayPal from $75.00 to $65.00 and set a “hold” rating on the stock in a research report on Friday, December 5th. Argus dropped their price objective on shares of PayPal from $87.00 to $65.00 and set a “buy” rating on the stock in a report on Friday, February 6th. UBS Group reissued a “neutral” rating and issued a $44.00 target price on shares of PayPal in a research report on Wednesday, February 4th. HSBC lowered PayPal from a “buy” rating to a “hold” rating and set a $47.00 target price for the company. in a research note on Wednesday, February 4th. Finally, Morgan Stanley dropped their price target on PayPal from $50.00 to $34.00 and set an “underweight” rating on the stock in a research note on Wednesday, February 4th. Ten equities research analysts have rated the stock with a Buy rating, thirty have issued a Hold rating and five have given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $61.03.

Key PayPal News

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

PayPal Price Performance

NASDAQ:PYPL opened at $40.29 on Monday. The firm’s fifty day moving average is $55.01 and its two-hundred day moving average is $63.05. The firm has a market cap of $37.09 billion, a price-to-earnings ratio of 7.45, a PEG ratio of 1.04 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 Holdings, Inc. has a one year low of $38.46 and a one year high of $79.50.

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). The company had revenue of $8.68 billion during the quarter, compared to analyst estimates of $8.82 billion. PayPal had a net margin of 15.77% and a return on equity of 25.42%. The business’s quarterly revenue was up 4.0% compared to the same quarter last year. During the same period last year, the firm earned $1.19 EPS. Research analysts expect that PayPal Holdings, Inc. will post 5.03 EPS for the current year.

PayPal Dividend Announcement

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

Insider Buying and Selling

In other PayPal news, insider Suzan Kereere sold 4,162 shares of PayPal stock in a transaction 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 completion of the transaction, the insider owned 30,983 shares of the company’s stock, valued at approximately $1,854,022.72. The trade was a 11.84% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Frank Keller sold 3,478 shares of the company’s stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $40.20, for a total transaction of $139,815.60. Following the completion of the transaction, 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 disclosure for this sale is available in the SEC filing. 0.08% of the stock is owned by company insiders.

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.