Fortis Group Advisors LLC purchased a new position in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) in the third quarter, Holdings Channel.com reports. The institutional investor purchased 22,519 shares of the credit services provider’s stock, valued at approximately $1,560,000.
Several other institutional investors have also recently made changes to their positions in PYPL. National Pension Service lifted its position in shares of PayPal by 1.8% during 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 in the last quarter. Merit Financial Group LLC grew its holdings 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 acquiring an additional 22,139 shares in the last quarter. Nordea Investment Management AB increased its position 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 valued at $291,338,000 after acquiring an additional 313,180 shares during the last quarter. Rakuten Investment Management Inc. bought a new stake in PayPal during the third quarter worth $13,210,000. Finally, Ariose Capital Management Ltd boosted its position in PayPal by 347.0% in the third 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. Institutional investors and hedge funds own 68.32% of the company’s stock.
Wall Street Analysts Forecast Growth
Several equities research analysts have recently issued reports on the company. Dbs Bank raised PayPal to a “hold” rating in a research report on Friday, February 6th. Canaccord Genuity Group restated a “hold” rating and set a $42.00 price target (down previously from $100.00) on shares of PayPal in a research report on Wednesday, February 4th. Needham & Company LLC reaffirmed a “hold” rating on shares of PayPal in a research report on Tuesday, February 3rd. KGI Securities reduced their target price on shares of PayPal from $85.00 to $80.00 in a research report on Monday, November 10th. Finally, Cantor Fitzgerald decreased their price target on shares of PayPal from $60.00 to $42.00 and set a “neutral” rating for the company in a research note on Monday, February 9th. Nine 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. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $61.03.
Insiders Place Their Bets
In related news, EVP Frank Keller sold 3,478 shares of the business’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 owned 51,567 shares of the company’s stock, valued at approximately $2,072,993.40. The trade was a 6.32% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. 0.08% of the stock is owned by insiders.
PayPal News Roundup
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
PayPal Stock Performance
Shares of PYPL stock opened at $40.81 on Wednesday. The firm’s 50 day moving average is $54.20 and its 200 day moving average is $62.67. The stock has a market capitalization of $37.57 billion, a P/E ratio of 7.54, a PEG ratio of 1.04 and a beta of 1.43. PayPal Holdings, Inc. has a 12 month low of $38.46 and a 12 month high of $79.50. The company has a current ratio of 1.29, a quick ratio of 1.29 and a debt-to-equity ratio of 0.49.
PayPal (NASDAQ:PYPL – Get Free Report) last issued its 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). The business had revenue of $8.68 billion for the quarter, compared to the consensus estimate of $8.82 billion. PayPal had a net margin of 15.77% and a return on equity of 25.42%. The company’s revenue was up 4.0% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.19 EPS. On average, sell-side analysts anticipate that PayPal Holdings, Inc. will post 5.03 earnings per share for the current 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 paid a $0.14 dividend. The ex-dividend date is Wednesday, March 4th. This represents a $0.56 annualized dividend and a yield of 1.4%. PayPal’s dividend payout ratio (DPR) is currently 10.35%.
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.
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