Andra AP fonden Purchases 167,300 Shares of PayPal Holdings, Inc. $PYPL

Andra AP fonden increased its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 33.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 671,300 shares of the credit services provider’s stock after purchasing an additional 167,300 shares during the period. Andra AP fonden owned approximately 0.07% of PayPal worth $45,017,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. National Pension Service increased its stake in PayPal by 1.8% in the 3rd 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 during the period. Merit Financial Group LLC raised its stake in shares of PayPal by 15.5% during the third quarter. Merit Financial Group LLC now owns 164,901 shares of the credit services provider’s stock valued at $11,058,000 after acquiring an additional 22,139 shares in the last quarter. Nordea Investment Management AB boosted its holdings in shares of PayPal by 7.9% in the third quarter. Nordea Investment Management AB now owns 4,292,583 shares of the credit services provider’s stock valued at $291,338,000 after purchasing an additional 313,180 shares during the period. Rakuten Investment Management Inc. purchased a new position in PayPal during the 3rd quarter worth $13,210,000. Finally, Ariose Capital Management Ltd increased its holdings in PayPal by 347.0% during the 3rd quarter. Ariose Capital Management Ltd now owns 193,100 shares of the credit services provider’s stock worth $12,949,000 after purchasing an additional 149,898 shares during the period. 68.32% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

PYPL has been the topic of several research reports. Bank of America restated a “neutral” rating and set a $68.00 price target (down from $93.00) on shares of PayPal in a research note on Thursday, December 11th. Monness Crespi & Hardt cut shares of PayPal from a “buy” rating to a “neutral” rating in a report on Monday, January 5th. Canaccord Genuity Group restated a “hold” rating and issued a $42.00 price target (down from $100.00) on shares of PayPal in a report on Wednesday, February 4th. Truist Financial lowered their price target on shares of PayPal from $58.00 to $39.00 and set a “sell” rating for the company in a research report on Tuesday, February 10th. Finally, Robert W. Baird set a $52.00 price objective on shares of PayPal in a research note on Wednesday, February 4th. Nine equities research analysts have rated the stock with a Buy rating, thirty have issued a Hold rating and six have assigned a Sell rating to the company’s stock. According to MarketBeat, PayPal has a consensus rating of “Hold” and a consensus price target of $61.03.

PayPal News Roundup

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Preliminary takeover chatter (Stripe reportedly considering buying some or all of PayPal) triggered a surge, a trading halt and heavy volume — that event put a near-term bid under the stock and attracted options/call buying. Stripe weighs acquisition of PayPal (Proactive)
• Positive Sentiment: Follow-through market action: outsized call-option flow and elevated trading volume signaled institutional/speculative buyers betting on either a deal or continued re-rating, increasing short-term upside optionality. M&A News: PayPal Stock Soars (TipRanks)
• Neutral Sentiment: Strategic/valuation analysis: several deep-dive pieces argue PayPal is materially undervalued on cash flow and asset value, outlining scenarios (sale, breakup, turnaround) that could justify higher prices — useful context but not an immediate catalyst without deal confirmation. PayPal’s Brutal Reset Hides A Cash Machine (Seeking Alpha)
• Neutral Sentiment: Industry/operational coverage (FT): in‑depth pieces examine structural problems and the need for reinvention — informs long-term thesis but does not change near‑term outcome absent corporate action. What went wrong at PayPal (Financial Times)
• Negative Sentiment: Follow-up reporting cooled the buyout narrative: several outlets and PayPal-adjacent reporting said the company is not in active sale talks, which removed the immediate M&A bid and helped push shares lower. PayPal might not be looking to sell itself (TechCrunch)
• Negative Sentiment: Legal and disclosure pressure: multiple law firms and investor‑rights groups have filed/class‑action notices and launched investigations into PayPal’s disclosures and key metrics — these increase litigation risk, potential settlement costs, and investor uncertainty. Bragar Eagel & Squire reminder of class actions (GlobeNewswire)
• Negative Sentiment: Earnings/guidance and analyst pressure: recent Q4 results missed some estimates and management gave cautious 2026 guidance; analysts have been cautious (including a recent sell/negative view), which keeps downward pressure until execution improves. PYPL Falls Despite Earnings Growth (Zacks)
• Negative Sentiment: Regulatory/market structure risks: a disclosure probe and rising short interest magnify volatility and downside risk if no deal materializes or guidance disappoints. Investigation into metrics/disclosures (PR Newswire)

PayPal Stock Performance

PYPL opened at $45.53 on Friday. The company has a market cap of $41.92 billion, a P/E ratio of 8.42, a price-to-earnings-growth ratio of 1.24 and a beta of 1.43. 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 firm’s 50-day moving average price is $51.85 and its 200-day moving average price is $61.57. PayPal Holdings, Inc. has a 52-week low of $38.46 and a 52-week high of $79.50.

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 for the quarter, compared to analyst estimates of $8.82 billion. PayPal had a return on equity of 25.42% and a net margin of 15.77%.The company’s quarterly revenue was up 4.0% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.19 earnings per share. As a group, equities analysts anticipate that PayPal Holdings, Inc. will post 5.03 EPS for the current fiscal year.

PayPal Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, March 25th. Shareholders of record on Wednesday, March 4th will be paid a dividend of $0.14 per share. This represents a $0.56 annualized dividend and a yield of 1.2%. The ex-dividend date is Wednesday, March 4th. PayPal’s payout ratio is presently 10.35%.

Insider Buying and Selling at PayPal

In other PayPal news, EVP Frank Keller sold 3,478 shares of the firm’s stock in a transaction that occurred 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 directly 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 transaction was disclosed in a filing with the SEC, which can be accessed through this link. 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 transaction of $49,114.37. Following the transaction, the chief accounting officer owned 404 shares of the company’s stock, valued at $16,357.96. This represents a 75.02% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 42,304 shares of company stock worth $1,749,493. 0.08% of the stock is currently owned by 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.