Clear Street Group Inc. Invests $17.75 Million in PayPal Holdings, Inc. $PYPL

Clear Street Group Inc. acquired a new stake in PayPal Holdings, Inc. (NASDAQ:PYPL) during the 3rd quarter, HoldingsChannel.com reports. The fund acquired 264,686 shares of the credit services provider’s stock, valued at approximately $17,750,000.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Kelleher Financial Advisors acquired a new position in PayPal during the 3rd quarter worth $30,000. Cloud Capital Management LLC acquired a new stake in PayPal in the 3rd quarter valued at about $30,000. VSM Wealth Advisory LLC purchased a new position in shares of PayPal in the 2nd quarter valued at about $36,000. Total Investment Management Inc. purchased a new position in shares of PayPal in the 2nd quarter valued at about $38,000. Finally, True Wealth Design LLC grew its position in shares of PayPal by 285.3% during the third 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 in the last quarter. 68.32% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

PYPL has been the topic of a number of recent research reports. Robert W. Baird set a $52.00 target price on shares of PayPal in a research note on Wednesday, February 4th. Wall Street Zen cut shares of PayPal from a “buy” rating to a “hold” rating in a report on Sunday, January 18th. Piper Sandler dropped their price objective on shares of PayPal from $76.00 to $74.00 and set a “neutral” rating on the stock in a research report on Wednesday, January 14th. Needham & Company LLC restated a “hold” rating on shares of PayPal in a report on Tuesday, February 3rd. Finally, HSBC cut shares of PayPal from a “buy” rating to a “hold” rating and set a $47.00 price objective for the company. in a research report on Wednesday, February 4th. Eight equities 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’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $59.03.

Insider Buying and Selling

In related news, CAO Chris Natali sold 2,208 shares of the business’s 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 completion of 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 ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Frank Keller sold 29,581 shares of the company’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $46.02, for a total transaction of $1,361,317.62. Following the completion of the transaction, the executive vice president owned 51,567 shares of the company’s stock, valued at $2,373,113.34. This represents a 36.45% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 87,608 shares of company stock worth $3,831,535 in the last ninety days. 0.08% of the stock is owned by corporate insiders.

Trending Headlines about PayPal

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

PayPal Stock Performance

Shares of PYPL opened at $44.90 on Friday. The company has a market capitalization of $41.34 billion, a price-to-earnings ratio of 8.30, a price-to-earnings-growth ratio of 1.34 and a beta of 1.43. PayPal Holdings, Inc. has a 52-week low of $38.46 and a 52-week high of $79.50. The company has a quick ratio of 1.29, a current ratio of 1.29 and a debt-to-equity ratio of 0.49. The stock has a 50 day moving average price of $48.91 and a 200 day moving average price of $59.75.

PayPal (NASDAQ:PYPL) last released its quarterly earnings data 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). The company had revenue of $8.68 billion for the quarter, compared to analyst estimates of $8.82 billion. PayPal had a return on equity of 25.42% and a net margin of 15.77%.The firm’s revenue for the quarter was up 4.0% compared to the same quarter last year. During the same period in the previous year, the business posted $1.19 EPS. Research analysts predict that PayPal Holdings, Inc. will post 5.03 EPS for the current fiscal year.

PayPal Announces Dividend

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

About PayPal

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.