Clearline Capital LP Reduces Holdings in PayPal Holdings, Inc. $PYPL

Clearline Capital LP reduced its stake in PayPal Holdings, Inc. (NASDAQ:PYPL) by 15.0% during the third quarter, Holdings Channel.com reports. The firm owned 255,340 shares of the credit services provider’s stock after selling 45,000 shares during the period. PayPal accounts for about 0.8% of Clearline Capital LP’s portfolio, making the stock its 23rd largest position. Clearline Capital LP’s holdings in PayPal were worth $17,123,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC increased its stake in shares of PayPal by 15.2% in the fourth quarter. Brighton Jones LLC now owns 6,989 shares of the credit services provider’s stock worth $596,000 after buying an additional 924 shares during the period. Revolve Wealth Partners LLC bought a new stake in PayPal in the 4th quarter worth $248,000. Sivia Capital Partners LLC increased 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 valued at $332,000 after acquiring an additional 1,310 shares during the period. United Bank raised its stake in shares of PayPal by 40.1% during the second quarter. United Bank now owns 17,388 shares of the credit services provider’s stock valued at $1,292,000 after acquiring an additional 4,974 shares during the last quarter. Finally, Boston Partners bought a new position in shares of PayPal during the second quarter valued at about $939,000. Institutional investors own 68.32% of the company’s stock.

Insider Buying and Selling

In related news, insider Suzan Kereere sold 13,515 shares of the company’s stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $46.02, for a total value of $621,960.30. Following the sale, the insider owned 30,983 shares in the company, valued at $1,425,837.66. This represents a 30.37% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CAO Chris Natali sold 2,208 shares of PayPal stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $44.73, for a total value of $98,763.84. Following the transaction, the chief accounting officer 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 SEC filing for this sale provides additional information. Insiders have sold 87,608 shares of company stock worth $3,831,535 in the last 90 days. Insiders own 0.08% of the company’s stock.

Key PayPal News

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal has been included in Mastercard’s new crypto partner program alongside firms like Binance and Ripple, which supports its PYUSD/stablecoin and payments roadmap and could help revenue diversification if partnerships scale. Binance, Ripple, PayPal join Mastercard’s 85+ partner crypto initiative
• Positive Sentiment: Valuation looks attractive to some investors and analysts: recent coverage highlights a low P/E and price targets above current levels, which can attract value buyers if execution stabilizes. Why PayPal’s Rally Faded—And What Could Restart It
• Neutral Sentiment: Macro and crypto market moves are creating mixed flows: regulatory alignment between the CFTC and SEC and episodic crypto volatility are shaping sentiment for payments/crypto plays like PayPal. This is a backdrop rather than an immediate company-specific catalyst. Crypto Currents: CFTC affirms crypto oversight alignment with SEC
• Negative Sentiment: Multiple securities class-action filings and numerous law‑firm alerts allege PayPal misled investors about growth and guidance (class period cited Feb 25, 2025–Feb 2, 2026). Firms are soliciting lead‑plaintiff motions with an April 20, 2026 deadline — this litigation wave increases legal risk, potential costs, and investor uncertainty. PayPal Holdings (PYPL) Faces Securities Class Action Amid $9 Billion Market Cap Wipeout, CEO Departure — Hagens Berman
• Negative Sentiment: Competition and management turnover remain immediate execution risks: coverage notes weak Feb results, cautious guidance, and the CEO departure — all drivers behind the recent selloff and continued skepticism until clear operational improvement is shown. Why PayPal’s Rally Faded—And What Could Restart It
• Negative Sentiment: High-profile commentary suggests competitive pressure from other payment/fintech platforms and actions by industry figures (e.g., Elon Musk) could further compress PayPal’s growth in key consumer/payment corridors. Elon Musk just made things uncomfortable for PayPal and Cash App

Analyst Upgrades and Downgrades

Several analysts recently issued reports on PYPL shares. Mizuho set a $60.00 target price on PayPal in a research note on Wednesday, February 4th. Citizens Jmp reiterated a “market perform” rating on shares of PayPal in a report on Wednesday, February 4th. Wells Fargo & Company cut their price objective on PayPal from $67.00 to $48.00 and set an “equal weight” rating on the stock in a research report on Wednesday, February 4th. Compass Point upgraded PayPal from a “sell” rating to a “neutral” rating and set a $51.00 target price for the company in a report on Wednesday, February 4th. Finally, Wolfe Research reissued a “sell” rating on shares of PayPal in a research note on Monday, February 23rd. Eight research analysts have rated the stock with a Buy rating, thirty-one have given a Hold rating and six have issued a Sell rating to the stock. According to data from MarketBeat, PayPal has an average rating of “Hold” and an average price target of $59.03.

PayPal Stock Up 1.2%

NASDAQ:PYPL opened at $44.90 on Friday. The company has a debt-to-equity ratio of 0.49, a current ratio of 1.29 and a quick ratio of 1.29. The firm’s 50-day moving average price is $48.91 and its 200-day moving average price is $59.75. The company has a market capitalization of $41.34 billion, a PE ratio of 8.30, a P/E/G ratio of 1.34 and a beta of 1.43. 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). The business had revenue of $8.68 billion for the quarter, compared to analysts’ expectations 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% on a year-over-year basis. During the same period last year, the business earned $1.19 earnings per share. On average, equities analysts predict that PayPal Holdings, Inc. will post 5.03 EPS for the current fiscal year.

PayPal Dividend Announcement

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

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.