Fifth Third Bancorp Lowers Holdings in PayPal Holdings, Inc. $PYPL

Fifth Third Bancorp decreased its position in PayPal Holdings, Inc. (NASDAQ:PYPL) by 15.7% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 153,075 shares of the credit services provider’s stock after selling 28,519 shares during the period. Fifth Third Bancorp’s holdings in PayPal were worth $10,265,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of PYPL. MUFG Securities EMEA plc raised its stake in shares of PayPal by 100.4% in the second quarter. MUFG Securities EMEA plc now owns 385 shares of the credit services provider’s stock worth $29,000 after purchasing an additional 87,524 shares during the last quarter. Cloud Capital Management LLC bought a new stake in PayPal in the 3rd quarter worth about $30,000. VSM Wealth Advisory LLC purchased a new position in PayPal in the 2nd quarter worth about $36,000. Total Investment Management Inc. bought a new position in PayPal during the 2nd quarter valued at about $38,000. Finally, True Wealth Design LLC boosted its holdings in shares of PayPal by 285.3% during the 3rd quarter. True Wealth Design LLC now owns 524 shares of the credit services provider’s stock valued at $35,000 after acquiring an additional 388 shares during the last quarter. 68.32% of the stock is currently owned by institutional investors.

Key Stories Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Analyst bullish case — a Seeking Alpha piece argues PayPal remains a “buy” at a reduced target, citing diversification across Venmo, PSP, Omni and BNPL, and very low valuation multiples (P/E ~7.5) that may offer downside protection and upside if execution stabilizes. PayPal: Despite Uncertainty, Stock Remains A Buy
• Neutral Sentiment: Partner integration news — OLB Group announced a global partner agreement to integrate PayPal checkout/wallet into its gateway; this expands distribution but is more meaningful for OLB than for PayPal’s core scale. OLB Group Stock Skyrockets On PayPal Partnership
• Neutral Sentiment: Mixed fundamentals read — Zacks highlights Q4 transaction revenue growth but a lower take rate and a flat 2026 total payment volume outlook, which clouds near‑term growth expectations even as some margins/metrics remain attractive. PYPL’s Transaction Revenues: Will it Pave the Way or Hinder Growth?
• Neutral Sentiment: Comparative view — The Motley Fool piece frames PayPal as deep‑value but higher risk versus faster‑growth fintech peers; useful context for investors weighing valuation vs. execution risk. Better Fintech Stock: PayPal vs. SoFi
• Negative Sentiment: Multiple class‑action and investigation notices — Several law firms (Levi & Korsinsky, Pomerantz, Robbins LLP, Howard G. Smith, RGRD Law and others) have filed or opened investigations and shareholder alerts alleging PayPal misled investors about revenue/growth projections for the Feb 25, 2025–Feb 2, 2026 class period; Levi & Korsinsky set an April 20, 2026 lead‑plaintiff deadline. This litigation wave raises potential legal costs, distraction, and settlement risk that can pressure the stock. SHAREHOLDER ALERT-Levi-Korsinsky-LLP-Notifies-Investors-It-Has-Filed-a-Complaint… INVESTOR ALERT: PayPal Holdings, Inc. Investors with Substantial Losses Have Opportunity to Lead the PayPal Class Action Lawsuit – RGRD Law

Insider Transactions at PayPal

In related news, EVP Frank Keller sold 3,478 shares of the company’s stock in a transaction on Friday, February 6th. The shares were 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 in the company, valued at approximately $2,072,993.40. This represents a 6.32% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.08% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

PYPL has been the subject of several research reports. Morgan Stanley decreased their price objective on shares of PayPal from $50.00 to $34.00 and set an “underweight” rating for the company in a report on Wednesday, February 4th. Stephens decreased their target price on shares of PayPal from $65.00 to $45.00 and set an “equal weight” rating for the company in a research note on Wednesday, February 4th. Monness Crespi & Hardt cut PayPal from a “buy” rating to a “neutral” rating in a report on Monday, January 5th. Citizens Jmp reaffirmed a “market perform” rating on shares of PayPal in a report on Wednesday, February 4th. Finally, BNP Paribas Exane reduced their price objective on PayPal from $71.00 to $69.00 and set a “neutral” rating for the company in a research report on Tuesday, December 2nd. Nine investment analysts have rated the stock with a Buy rating, thirty have given a Hold rating and five have issued a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $61.03.

PayPal Price Performance

NASDAQ PYPL opened at $40.81 on Wednesday. The business’s fifty day moving average is $54.20 and its 200 day moving average is $62.67. 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 debt-to-equity ratio of 0.49, a quick ratio of 1.29 and a current ratio of 1.29. The company has a market capitalization of $37.57 billion, a PE ratio of 7.54, a price-to-earnings-growth ratio of 1.04 and a beta of 1.43.

PayPal (NASDAQ:PYPL) last posted 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 company had revenue of $8.68 billion during the quarter, compared to the consensus estimate of $8.82 billion. PayPal had a return on equity of 25.42% and a net margin of 15.77%.The firm’s quarterly revenue was up 4.0% compared to the same quarter last year. During the same period last year, the business earned $1.19 EPS. Sell-side analysts predict that PayPal Holdings, Inc. will post 5.03 earnings per share for the current year.

PayPal Dividend Announcement

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

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.