PKO Investment Management Joint Stock Co Reduces Position in PayPal Holdings, Inc. $PYPL

PKO Investment Management Joint Stock Co reduced its stake in PayPal Holdings, Inc. (NASDAQ:PYPL) by 66.7% during the 1st quarter, Holdings Channel reports. The fund owned 20,000 shares of the credit services provider’s stock after selling 40,000 shares during the period. PKO Investment Management Joint Stock Co’s holdings in PayPal were worth $905,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its holdings in PayPal by 6.5% in the 4th quarter. Vanguard Group Inc. now owns 90,376,927 shares of the credit services provider’s stock valued at $5,276,205,000 after purchasing an additional 5,534,462 shares in the last quarter. Capital Research Global Investors lifted its stake in shares of PayPal by 2.3% during the third quarter. Capital Research Global Investors now owns 27,953,803 shares of the credit services provider’s stock valued at $1,874,637,000 after buying an additional 636,441 shares during the period. Norges Bank purchased a new position in shares of PayPal during the fourth quarter valued at approximately $949,758,000. Invesco Ltd. boosted its position in PayPal by 9.7% during the fourth quarter. Invesco Ltd. now owns 12,215,792 shares of the credit services provider’s stock worth $713,158,000 after acquiring an additional 1,083,843 shares during the last quarter. Finally, Dimensional Fund Advisors LP boosted its position in PayPal by 7.7% during the fourth quarter. Dimensional Fund Advisors LP now owns 8,803,241 shares of the credit services provider’s stock worth $513,966,000 after acquiring an additional 625,705 shares during the last quarter. Hedge funds and other institutional investors own 68.32% of the company’s stock.

PayPal Trading Down 1.5%

PYPL stock opened at $41.70 on Wednesday. The company has a quick ratio of 1.26, a current ratio of 1.26 and a debt-to-equity ratio of 0.47. The company has a market cap of $36.78 billion, a price-to-earnings ratio of 7.82, a PEG ratio of 1.06 and a beta of 1.34. The business has a fifty day simple moving average of $45.44 and a 200-day simple moving average of $48.89. PayPal Holdings, Inc. has a 52 week low of $38.46 and a 52 week high of $79.50.

PayPal (NASDAQ:PYPL) last issued its earnings results on Tuesday, May 5th. The credit services provider reported $1.34 earnings per share for the quarter, beating analysts’ consensus estimates of $1.27 by $0.07. PayPal had a return on equity of 25.02% and a net margin of 15.00%.The firm had revenue of $8.35 billion for the quarter, compared to analysts’ expectations of $8.05 billion. During the same quarter last year, the firm earned $1.33 earnings per share. The firm’s revenue for the quarter was up 7.2% compared to the same quarter last year. On average, equities research analysts expect that PayPal Holdings, Inc. will post 5.3 EPS for the current year.

PayPal Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 25th. Investors of record on Thursday, June 4th will be given a dividend of $0.14 per share. This represents a $0.56 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date of this dividend is Thursday, June 4th. PayPal’s dividend payout ratio is 10.51%.

Insider Activity at PayPal

In other PayPal news, insider Frank Keller sold 10,732 shares of PayPal stock in a transaction that occurred on Wednesday, April 29th. The shares were sold at an average price of $49.96, for a total transaction of $536,170.72. Following the transaction, the insider directly owned 41,567 shares of the company’s stock, valued at $2,076,687.32. The trade was a 20.52% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Chris Natali sold 1,337 shares of the firm’s stock in a transaction on Wednesday, April 29th. The shares were sold at an average price of $49.46, for a total transaction of $66,128.02. Following the completion of the transaction, the chief accounting officer directly owned 1,586 shares in the company, valued at approximately $78,443.56. This represents a 45.74% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 20,612 shares of company stock worth $966,623. Company insiders own 0.63% of the company’s stock.

Key Headlines Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal and Commerce released new research showing strong consumer interest in AI-powered “agentic shopping,” with many shoppers saying they want AI help finding the best prices and discounts. That supports PayPal’s push into AI-enabled commerce and shoppable advertising, which could become a longer-term growth driver. Two-Thirds of Consumers Are Ready to Try Agentic Shopping, but Many Demand Human Approval Before AI Can Buy
• Positive Sentiment: Another report highlighted that PayPal’s branded checkout total payment volume grew 2% in Q1 2026, suggesting the core checkout business may be stabilizing after a period of weakness. Investors may see that as an early sign of recovery in a key revenue stream. PayPal’s Checkout Recovery: Can Branded TPV Reaccelerate?
• Neutral Sentiment: PayPal’s Ad SVP discussed how transaction-based shoppable ads are changing retail and how consumer behavior is shifting toward AI-driven discovery. The comments reinforce PayPal’s strategic direction, but they do not provide a near-term financial catalyst by themselves. PayPal Ad Executive Explains How Shoppable Ads Are Disrupting Retail
• Negative Sentiment: Recent market coverage said PayPal closed lower than the broader market in the latest session, reflecting continued investor caution around the stock. The move appears tied more to general sentiment and the company’s beaten-down valuation than to a major new negative company-specific event. Paypal (PYPL) Suffers a Larger Drop Than the General Market: Key Insights

Wall Street Analyst Weigh In

A number of research analysts have weighed in on the company. Needham & Company LLC reissued a “hold” rating on shares of PayPal in a research note on Tuesday, May 5th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $59.00 price objective on shares of PayPal in a research report on Wednesday, May 6th. KGI Securities reiterated a “hold” rating and set a $55.00 target price on shares of PayPal in a research report on Monday, March 2nd. BNP Paribas Exane raised their price target on PayPal from $41.00 to $43.50 and gave the stock a “neutral” rating in a research note on Friday, April 10th. Finally, Canaccord Genuity Group restated a “hold” rating and issued a $42.00 price target on shares of PayPal in a report on Wednesday, May 20th. Eight equities research analysts have rated the stock with a Buy rating, thirty-two have assigned a Hold rating and five have given a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $55.85.

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.