PayPal Holdings, Inc. $PYPL Shares Sold by Nordea Investment Management AB

Nordea Investment Management AB lowered its holdings in PayPal Holdings, Inc. (NASDAQ:PYPL) by 24.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 3,254,214 shares of the credit services provider’s stock after selling 1,038,369 shares during the quarter. Nordea Investment Management AB owned 0.35% of PayPal worth $190,030,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the stock. National Pension Service grew 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 valued at $191,516,000 after acquiring an additional 51,268 shares during the period. Merit Financial Group LLC grew its position 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 valued at $11,058,000 after purchasing an additional 22,139 shares during the period. Rakuten Investment Management Inc. purchased a new stake in shares of PayPal during the third quarter worth about $13,210,000. Ariose Capital Management Ltd raised its position in shares of 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 last quarter. Finally, NEOS Investment Management LLC raised its position in shares of PayPal by 47.8% during the 3rd quarter. NEOS Investment Management LLC now owns 411,262 shares of the credit services provider’s stock worth $27,579,000 after purchasing an additional 132,942 shares during the last quarter. 68.32% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Analysts and commentators note recent price weakness has created a potential valuation entry for some investors — a short‑term rebound/momentum case is being discussed. Assessing Whether PayPal (PYPL) Looks Undervalued
• Neutral Sentiment: Macro note — PayPal executives and peers are discussing the K‑shaped economy (uneven consumer strength) which could mean mixed transactional volumes: pockets of resilience but pressure on lower‑income cohorts. This is context for payments growth but not an immediate catalyst. Visa, PayPal execs react to K-shaped economy
• Negative Sentiment: Hagens Berman and other firms say a securities class action has been filed after the surprise CEO ouster and withdrawal of long‑term targets; allegations focus on misleading statements about Branded Checkout growth and readiness for enterprise salesforce integration — this increases litigation risk and governance uncertainty. PYPL SHAREHOLDER NOTICE: Hagens Berman Alerts PayPal
• Negative Sentiment: Multiple plaintiff law firms (Faruqi & Faruqi, Rosen, Bernstein, Pomerantz, Bragar Eagel & Squire, etc.) are actively soliciting lead‑plaintiff motions with an April 20 deadline — widespread filings and publicity amplify settlement/defense costs and investor uncertainty. Representative reminder: Faruqi & Faruqi. PYPL INVESTOR NOTICE: Faruqi & Faruqi
• Negative Sentiment: Media analysis ties the lawsuit and CEO exit to a widening valuation gap and renewed questions about PayPal’s disclosures and segment performance (Branded Checkout), keeping downward pressure on sentiment. PayPal Lawsuit And CEO Exit Put Valuation Gap In Sharper Focus
• Negative Sentiment: Derivative/income funds that write calls on PYPL (e.g., YieldMax’s PYPY) are benefiting from and highlighting downside in the underlying — a sign that structured products are positioning for continued weakness. YieldMax’s PYPY Riding On The Way Down With PayPal

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on the company. Cantor Fitzgerald lowered their price objective on PayPal from $60.00 to $42.00 and set a “neutral” rating on the stock in a report on Monday, February 9th. Wells Fargo & Company decreased their target price on PayPal from $67.00 to $48.00 and set an “equal weight” rating on the stock in a research report on Wednesday, February 4th. Canaccord Genuity Group reaffirmed a “hold” rating and issued a $42.00 price target (down from $100.00) on shares of PayPal in a research note on Wednesday, February 4th. President Capital dropped their price target on PayPal from $91.00 to $80.00 and set a “buy” rating for the company in a research report on Tuesday, November 25th. Finally, UBS Group reissued a “neutral” rating and issued a $44.00 price objective on shares of PayPal in a research note on Wednesday, February 4th. Eight analysts have rated the stock with a Buy rating, thirty-one have issued a Hold rating and six have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $59.03.

PayPal Trading Down 0.4%

PYPL opened at $44.01 on Monday. The firm has a market capitalization of $40.52 billion, a price-to-earnings ratio of 8.13, a price-to-earnings-growth ratio of 1.31 and a beta of 1.43. The company’s 50 day simple moving average is $47.53 and its two-hundred day simple moving average is $58.80. PayPal Holdings, Inc. has a 1-year low of $38.46 and a 1-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.

PayPal (NASDAQ:PYPL) last posted its quarterly earnings results on Tuesday, February 3rd. The credit services provider reported $1.23 earnings per share (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 company had revenue of $8.68 billion during the quarter, compared to analysts’ expectations of $8.82 billion. During the same quarter last year, the company earned $1.19 earnings per share. PayPal’s revenue for the quarter was up 4.0% on a year-over-year basis. Analysts expect that PayPal Holdings, Inc. will post 5.03 EPS for the current fiscal year.

PayPal Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, March 25th. Shareholders of record on Wednesday, March 4th will be issued a $0.14 dividend. This represents a $0.56 annualized dividend and a yield of 1.3%. The ex-dividend date is Wednesday, March 4th. PayPal’s dividend payout ratio is presently 10.35%.

Insiders Place Their Bets

In related news, CAO Chris Natali sold 2,208 shares of the company’s stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $44.73, for a total value of $98,763.84. Following the completion of the sale, the chief accounting officer owned 1,140 shares of the company’s stock, valued at approximately $50,992.20. This represents a 65.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Also, EVP Frank Keller sold 29,581 shares of the firm’s stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $46.02, for a total transaction of $1,361,317.62. Following the sale, the executive vice president 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 87,608 shares of company stock valued at $3,831,535 in the last three months. 0.08% of the stock is currently owned by insiders.

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.