Commerzbank Aktiengesellschaft FI acquired a new position in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 1,507,517 shares of the credit services provider’s stock, valued at approximately $65,095,000. PayPal accounts for approximately 1.3% of Commerzbank Aktiengesellschaft FI’s investment portfolio, making the stock its 26th biggest position.
Several other institutional investors have also recently added to or reduced their stakes in the business. Bard Associates Inc. acquired a new stake in shares of PayPal during the fourth quarter worth $25,000. Allied Private Wealth LLC acquired a new position in shares of PayPal in the 2nd quarter valued at about $25,000. Robinswood Financial LLC acquired a new position in shares of PayPal in the 1st quarter valued at about $26,000. Caitong International Asset Management Co. Ltd grew its position in shares of PayPal by 15,233.3% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 460 shares of the credit services provider’s stock valued at $27,000 after buying an additional 457 shares during the last quarter. Finally, Safe Harbor Fiduciary LLC bought a new stake in shares of PayPal during the 4th quarter valued at about $28,000. Institutional investors own 68.32% of the company’s stock.
More PayPal News
Here are the key news stories impacting PayPal this week:
- Positive Sentiment: Potential sale offers are supporting takeover speculation. Stripe and Advent reportedly submitted a joint bid of $60.50 per share in July, valuing PayPal at approximately $53 billion. Reports that PayPal remains in sale discussions—and some analysts’ view that a transaction could ultimately command $70–$80 per share—provide a potential premium to the standalone valuation. PayPal reportedly in sale talks with Stripe and Advent PayPal Could Be Sold For $70-$80 Per Share
- Positive Sentiment: Recent performance reflects transaction-volume and Venmo momentum. PayPal’s shares have risen 36.1% over three months, helped by total payment volume growth and improving Venmo trends. Its latest reported quarter also exceeded analyst expectations for earnings and revenue, although those results are not new. Should You Buy, Sell or Hold PayPal Stock After a 36.1% Three-Month Rise?
- Neutral Sentiment: Piper Sandler raised its price target more than 40% to $59 but retained a Neutral rating. The change recognizes potential value beyond PayPal’s checkout business, but the target remains below the reported $60.50 bid, suggesting limited standalone upside at that estimate. What Is PayPal Really Worth?
- Neutral Sentiment: Stripe’s reported purchase of AI firm OpenRouter is not expected to derail a potential PayPal transaction. The development keeps the acquisition narrative in focus, but neither a deal nor definitive terms have been confirmed. Stripe Purchase of AI Firm OpenRouter Unlikely to Derail PayPal Deal
- Negative Sentiment: Operational concerns are restraining the recovery story. Analysts point to weak checkout growth and intense competition from Stripe, Block, BNPL providers and other payments platforms. Broader BNPL stock volatility is also highlighting uneven investor confidence across the sector. PayPal Stock After a 36.1% Three-Month Rise
Analysts Set New Price Targets
Get Our Latest Research Report on PayPal
PayPal Trading Down 1.9%
PayPal stock opened at $60.47 on Tuesday. PayPal Holdings, Inc. has a 52-week low of $38.46 and a 52-week high of $79.21. The company has a quick ratio of 1.29, a current ratio of 1.29 and a debt-to-equity ratio of 0.55. The firm has a market capitalization of $51.73 billion, a price-to-earnings ratio of 11.43, a PEG ratio of 1.51 and a beta of 1.30. The firm has a 50-day moving average price of $50.52 and a two-hundred day moving average price of $47.25.
PayPal (NASDAQ:PYPL – Get Free Report) last announced its quarterly earnings results on Tuesday, July 28th. The credit services provider reported $1.38 EPS for the quarter, beating the consensus estimate of $1.28 by $0.10. The company had revenue of $8.68 billion for the quarter, compared to analyst estimates of $8.47 billion. PayPal had a net margin of 14.36% and a return on equity of 24.39%. PayPal’s revenue was up 4.8% compared to the same quarter last year. During the same quarter last year, the business earned $1.40 earnings per share. Sell-side analysts expect that PayPal Holdings, Inc. will post 5.37 earnings per share for the current year.
PayPal Dividend Announcement
The firm also recently announced a quarterly dividend, which will be paid on Friday, September 25th. Investors of record on Friday, September 4th will be given a $0.14 dividend. This represents a $0.56 annualized dividend and a yield of 0.9%. The ex-dividend date is Friday, September 4th. PayPal’s dividend payout ratio (DPR) is currently 10.59%.
Insider Buying and Selling at PayPal
In other news, CAO Chris Natali sold 1,337 shares of the stock in a transaction on Wednesday, July 29th. The stock was sold at an average price of $58.10, for a total value of $77,679.70. Following the completion of the transaction, the chief accounting officer owned 2,216 shares of the company’s stock, valued at approximately $128,749.60. This represents a 37.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Suzan Kereere sold 3,379 shares of the firm’s stock in a transaction on Wednesday, June 3rd. The shares were sold at an average price of $42.79, for a total value of $144,587.41. Following the transaction, the insider directly owned 30,983 shares in the company, valued at $1,325,762.57. This trade represents a 9.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 10,612 shares of company stock valued at $484,534 in the last quarter. Corporate insiders own 0.63% of the company’s stock.
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.
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