Mitsubishi UFJ Asset Management Co. Ltd. Has $130.75 Million Stake in PayPal Holdings, Inc. $PYPL

Mitsubishi UFJ Asset Management Co. Ltd. lifted its position in PayPal Holdings, Inc. (NASDAQ:PYPL) by 0.7% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 1,949,712 shares of the credit services provider’s stock after buying an additional 14,309 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in PayPal were worth $130,748,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Brighton Jones LLC lifted its stake in shares of PayPal by 15.2% in the 4th quarter. Brighton Jones LLC now owns 6,989 shares of the credit services provider’s stock valued at $596,000 after purchasing an additional 924 shares during the last quarter. Revolve Wealth Partners LLC bought a new position in PayPal during the fourth quarter valued at about $248,000. Sivia Capital Partners LLC lifted its position in shares of PayPal by 41.5% in the second quarter. Sivia Capital Partners LLC now owns 4,470 shares of the credit services provider’s stock worth $332,000 after buying an additional 1,310 shares during the last quarter. United Bank boosted its stake in shares of PayPal by 40.1% during the 2nd quarter. United Bank now owns 17,388 shares of the credit services provider’s stock worth $1,292,000 after acquiring an additional 4,974 shares in the last quarter. Finally, Transcend Capital Advisors LLC boosted its stake in shares of PayPal by 19.8% during the 2nd quarter. Transcend Capital Advisors LLC now owns 4,218 shares of the credit services provider’s stock worth $313,000 after acquiring an additional 696 shares in the last quarter. Institutional investors own 68.32% of the company’s stock.

PayPal Stock Performance

NASDAQ:PYPL opened at $45.53 on Friday. The firm’s 50-day moving average is $51.85 and its 200-day moving average is $61.57. The company has a market cap of $41.92 billion, a price-to-earnings ratio of 8.42, a PEG ratio of 1.24 and a beta of 1.43. The company has a debt-to-equity ratio of 0.49, a quick ratio of 1.29 and a current ratio of 1.29. PayPal Holdings, Inc. has a 52-week low of $38.46 and a 52-week high of $79.50.

PayPal (NASDAQ:PYPL) last released its earnings results on Tuesday, February 3rd. The credit services provider reported $1.23 earnings per share for the quarter, missing analysts’ consensus estimates of $1.29 by ($0.06). PayPal had a return on equity of 25.42% and a net margin of 15.77%.The firm had revenue of $8.68 billion for the quarter, compared to analyst estimates of $8.82 billion. During the same period last year, the business earned $1.19 earnings per share. The firm’s quarterly revenue was up 4.0% compared to the same quarter last year. Equities research analysts anticipate that PayPal Holdings, Inc. will post 5.03 earnings per share for the current year.

PayPal Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 25th. Stockholders of record on Wednesday, March 4th will be given a dividend of $0.14 per share. The ex-dividend date is Wednesday, March 4th. This represents a $0.56 dividend on an annualized basis and a dividend yield of 1.2%. PayPal’s payout ratio is currently 10.35%.

Key PayPal News

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Preliminary takeover chatter (Stripe reportedly considering buying some or all of PayPal) triggered a surge, a trading halt and heavy volume — that event put a near-term bid under the stock and attracted options/call buying. Stripe weighs acquisition of PayPal (Proactive)
• Positive Sentiment: Follow-through market action: outsized call-option flow and elevated trading volume signaled institutional/speculative buyers betting on either a deal or continued re-rating, increasing short-term upside optionality. M&A News: PayPal Stock Soars (TipRanks)
• Neutral Sentiment: Strategic/valuation analysis: several deep-dive pieces argue PayPal is materially undervalued on cash flow and asset value, outlining scenarios (sale, breakup, turnaround) that could justify higher prices — useful context but not an immediate catalyst without deal confirmation. PayPal’s Brutal Reset Hides A Cash Machine (Seeking Alpha)
• Neutral Sentiment: Industry/operational coverage (FT): in‑depth pieces examine structural problems and the need for reinvention — informs long-term thesis but does not change near‑term outcome absent corporate action. What went wrong at PayPal (Financial Times)
• Negative Sentiment: Follow-up reporting cooled the buyout narrative: several outlets and PayPal-adjacent reporting said the company is not in active sale talks, which removed the immediate M&A bid and helped push shares lower. PayPal might not be looking to sell itself (TechCrunch)
• Negative Sentiment: Legal and disclosure pressure: multiple law firms and investor‑rights groups have filed/class‑action notices and launched investigations into PayPal’s disclosures and key metrics — these increase litigation risk, potential settlement costs, and investor uncertainty. Bragar Eagel & Squire reminder of class actions (GlobeNewswire)
• Negative Sentiment: Earnings/guidance and analyst pressure: recent Q4 results missed some estimates and management gave cautious 2026 guidance; analysts have been cautious (including a recent sell/negative view), which keeps downward pressure until execution improves. PYPL Falls Despite Earnings Growth (Zacks)
• Negative Sentiment: Regulatory/market structure risks: a disclosure probe and rising short interest magnify volatility and downside risk if no deal materializes or guidance disappoints. Investigation into metrics/disclosures (PR Newswire)

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on PYPL shares. Stephens cut their price objective on PayPal from $65.00 to $45.00 and set an “equal weight” rating on the stock in a research note on Wednesday, February 4th. Raymond James Financial reissued a “market perform” rating on shares of PayPal in a research report on Monday. Bank of America restated a “neutral” rating and issued a $68.00 price objective (down from $93.00) on shares of PayPal in a research note on Thursday, December 11th. BNP Paribas Exane lowered their target price on shares of PayPal from $71.00 to $69.00 and set a “neutral” rating on the stock in a research note on Tuesday, December 2nd. Finally, KGI Securities cut their target price on shares of PayPal from $85.00 to $80.00 in a research report on Monday, November 10th. Nine investment 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 MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $61.03.

Insider Activity at PayPal

In related news, CAO Chris Natali sold 1,213 shares of the company’s stock in a transaction on 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 directly owned 404 shares in the company, valued at approximately $16,357.96. This represents a 75.02% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Frank Keller sold 3,478 shares of PayPal stock in a transaction on Friday, February 6th. The stock was sold at an average price of $40.20, for a total transaction of $139,815.60. Following the sale, the executive vice president owned 51,567 shares in the company, valued at $2,072,993.40. This represents a 6.32% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 42,304 shares of company stock worth $1,749,493. 0.08% of the stock is owned by corporate insiders.

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.