Intech Investment Management LLC Raises Stock Position in PayPal Holdings, Inc. $PYPL

Intech Investment Management LLC boosted its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 46.4% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 96,902 shares of the credit services provider’s stock after acquiring an additional 30,734 shares during the period. Intech Investment Management LLC’s holdings in PayPal were worth $6,498,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently bought and sold shares of PYPL. MUFG Securities EMEA plc increased its position in shares of PayPal by 100.4% during 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 in the last quarter. Cloud Capital Management LLC acquired a new stake in shares of PayPal in the 3rd quarter worth $30,000. True Wealth Design LLC grew its stake in PayPal by 285.3% during the 3rd quarter. True Wealth Design LLC now owns 524 shares of the credit services provider’s stock worth $35,000 after buying an additional 388 shares during the last quarter. VSM Wealth Advisory LLC acquired a new position in PayPal during the 2nd quarter valued at about $36,000. Finally, Dagco Inc. increased its position in PayPal by 1,250.0% during the 3rd quarter. Dagco Inc. now owns 540 shares of the credit services provider’s stock valued at $36,000 after buying an additional 500 shares in the last quarter. 68.32% of the stock is currently owned by institutional investors and hedge funds.

PayPal Stock Performance

PYPL opened at $46.21 on Friday. 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 Holdings, Inc. has a 12-month low of $38.46 and a 12-month high of $79.50. The firm has a 50 day moving average of $51.58 and a two-hundred day moving average of $61.43. The firm has a market capitalization of $42.54 billion, a PE ratio of 8.54, a P/E/G ratio of 1.19 and a beta of 1.43.

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

PayPal Announces Dividend

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

Key Headlines Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Bloomberg/Yahoo reported that Stripe has expressed interest in all or parts of PayPal, reviving takeover speculation and short‑term buying interest from traders hoping for a strategic bid. PayPal Surges on Stripe Acquisition Interest
• Positive Sentiment: PayPal, MoonPay and M0 announced PYUSDx, a developer‑facing platform to issue app‑specific stablecoins backed by PayPal USD — a product extension that could broaden crypto rails and new revenue channels if adoption follows. PayPal, MoonPay and M0 launch PYUSDx
• Neutral Sentiment: Follow‑up reporting (Semafor/TechCrunch) says PayPal may not be actively pursuing a sale and that no formal talks are underway — this tempers deal hopes and makes the takeover angle speculative until confirmed. PayPal might not be looking to sell itself, report
• Negative Sentiment: Multiple law firms have filed or are soliciting plaintiffs in securities class actions against PayPal (lead‑plaintiff deadlines around Apr. 20), creating litigation over disclosures that can pressure the stock and increase potential settlement risk. PYPL Shareholder Action Reminder — Faruqi & Faruqi
• Negative Sentiment: Analysts and independent writeups point to slowing growth, rising credit losses, weaker free cash flow and guidance that disappointed investors — narratives that undercut a sustainable multiple expansion. PayPal: A Textbook Value Trap (Seeking Alpha)
• Negative Sentiment: Sell ratings and critical notes (e.g., Morgan Stanley / TipRanks coverage) highlight competitive pressure (Braintree economics, Venmo monetization) and an unattractive risk/reward that can keep selling pressure under any rally. Sell Rating on PayPal — TipRanks

Insider Buying and Selling at PayPal

In other news, CAO Chris Natali sold 1,213 shares of the business’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $40.49, for a total value of $49,114.37. Following the completion of the transaction, the chief accounting officer owned 404 shares of the company’s stock, valued at $16,357.96. The trade was a 75.02% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Suzan Kereere sold 37,613 shares of the company’s stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $41.49, for a total value of $1,560,563.37. Following the completion of the sale, the insider owned 30,983 shares in the company, valued at $1,285,484.67. The trade was a 54.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 42,304 shares of company stock worth $1,749,493. Insiders own 0.08% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have weighed in on PYPL shares. KGI Securities lowered their price target on PayPal from $85.00 to $80.00 in a report on Monday, November 10th. Robert W. Baird set a $52.00 target price on shares of PayPal in a research note on Wednesday, February 4th. Royal Bank Of Canada dropped their target price on shares of PayPal from $91.00 to $59.00 and set an “outperform” rating on the stock in a research report on Wednesday, February 4th. UBS Group restated a “neutral” rating and set a $44.00 price target on shares of PayPal in a research note on Wednesday, February 4th. Finally, Rothschild & Co Redburn lowered their price objective on shares of PayPal from $50.00 to $32.00 and set a “sell” rating for the company in a research note on Wednesday, February 11th. Eight analysts have rated the stock with a Buy rating, thirty have given a Hold rating and six have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $60.21.

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.