Schroder Investment Management Group Increases Holdings in PayPal Holdings, Inc. $PYPL

Schroder Investment Management Group raised its holdings in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 5.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 536,565 shares of the credit services provider’s stock after purchasing an additional 28,685 shares during the period. Schroder Investment Management Group’s holdings in PayPal were worth $37,388,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of PYPL. National Pension Service raised its holdings in shares of PayPal by 1.8% during the third 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 in the last quarter. Merit Financial Group LLC lifted its stake in PayPal by 15.5% in the third quarter. Merit Financial Group LLC now owns 164,901 shares of the credit services provider’s stock worth $11,058,000 after acquiring an additional 22,139 shares during the period. Nordea Investment Management AB boosted its holdings in 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 acquiring an additional 313,180 shares in the last quarter. Rakuten Investment Management Inc. purchased a new position in PayPal during the 3rd quarter valued at $13,210,000. Finally, Ariose Capital Management Ltd increased its position 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 valued at $12,949,000 after purchasing an additional 149,898 shares during the period. Hedge funds and other institutional investors own 68.32% of the company’s stock.

Insider Activity

In other news, CAO Chris Natali sold 2,208 shares of the business’s stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $44.73, for a total value of $98,763.84. Following the sale, the chief accounting officer directly owned 1,140 shares of the company’s stock, valued at $50,992.20. The trade was a 65.95% decrease in their position. The sale was disclosed in a document filed 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 that occurred on 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. Over the last ninety days, insiders sold 87,608 shares of company stock worth $3,831,535. Insiders own 0.08% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have recently commented on PYPL shares. UBS Group reaffirmed a “neutral” rating and issued a $44.00 target price on shares of PayPal in a research report on Wednesday, February 4th. Raymond James Financial reiterated a “market perform” rating on shares of PayPal in a research report on Monday, February 23rd. 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. Wells Fargo & Company lowered their price objective on shares of PayPal from $67.00 to $48.00 and set an “equal weight” rating for the company in a report on Wednesday, February 4th. Finally, Wall Street Zen cut PayPal from a “buy” rating to a “hold” rating in a research report on Sunday, January 18th. Eight research analysts have rated the stock with a Buy rating, thirty-one have given a Hold rating and six have assigned a Sell rating to the company. According to MarketBeat.com, PayPal currently has a consensus rating of “Hold” and a consensus target price of $59.03.

Key Headlines Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal was named as one of 85+ partners in Mastercard’s new Crypto Partner Program alongside Binance and Ripple — a distribution and infrastructure tie-up that could accelerate on‑chain payment use cases and PYUSD integrations. Binance, Ripple, PayPal Join Mastercard’s 85+ Partner Crypto Initiative
• Positive Sentiment: Short interest fell ~19% in February (to ~41.8M shares, ~4.5% of shares short), reducing immediate short-squeeze risk and lowering one form of selling pressure on the stock.
• Neutral Sentiment: Market note: Zacks flagged that PYPL outperformed while broader markets dipped, a descriptive observation of today’s price action rather than a driver. Paypal (PYPL) Rises As Market Takes a Dip: Key Facts
• Neutral Sentiment: Business update: coverage notes PayPal is pushing PYUSD and related partnerships (freight settlement, merchant payment orchestration, application‑specific stablecoins), which could boost long‑term revenue if adoption follows — but these initiatives coexist with legal and execution risk. PayPal Lawsuits And PYUSD Partnerships Reframe Risk And Growth Prospects
• Neutral Sentiment: Market debate continues on valuation: several op-eds and analyses label PayPal a potential “value trap,” reflecting disagreement among investors on whether current multiples/pricing reflect recoverable fundamentals. PayPal: A Classic Value Trap
• Negative Sentiment: A heavy legal overhang: multiple securities class actions have been filed (and dozens of law firms are soliciting lead plaintiffs), alleging material misstatements about growth/revenue following the Q4/FY2025 miss and CEO departure — the litigation wave and related PR are weighing on sentiment. PayPal Holdings (PYPL) Faces Securities Class Action Amid $9 Billion Market Cap Wipeout, CEO Departure — Hagens Berman
• Negative Sentiment: Some filings specifically name senior executives and assert individual Section 20(a) liability, increasing potential personal exposure and the seriousness of claims. LEVI & KORSINSKY, LLP: PYPL CEO AND CFO FACE PERSONAL LIABILITY IN SECURITIES ACTION

PayPal Stock Up 1.2%

NASDAQ:PYPL opened at $45.57 on Thursday. The firm’s 50-day moving average price is $49.46 and its 200-day moving average price is $60.10. The company has a market capitalization of $41.95 billion, a PE ratio of 8.42, a P/E/G ratio of 1.34 and a beta of 1.43. 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 Holdings, Inc. has a 1-year low of $38.46 and a 1-year high of $79.50.

PayPal (NASDAQ:PYPL) last issued 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 business had revenue of $8.68 billion for the quarter, compared to analysts’ expectations of $8.82 billion. During the same period last year, the business earned $1.19 earnings per share. The company’s revenue was up 4.0% on a year-over-year basis. On average, equities analysts predict that PayPal Holdings, Inc. will post 5.03 EPS for the current fiscal year.

PayPal Announces Dividend

The firm 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 dividend of $0.14 per share. 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 1.2%. 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.