PayPal Holdings, Inc. $PYPL Shares Bought by Cwm LLC

Cwm LLC grew its holdings in PayPal Holdings, Inc. (NASDAQ:PYPL) by 31.6% in the third quarter, Holdings Channel reports. The institutional investor owned 86,023 shares of the credit services provider’s stock after acquiring an additional 20,643 shares during the quarter. Cwm LLC’s holdings in PayPal were worth $5,769,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in PYPL. Norges Bank acquired a new stake in PayPal in the 2nd quarter valued at $921,570,000. Lazard Asset Management LLC lifted its holdings in PayPal by 1,066.0% during the second quarter. Lazard Asset Management LLC now owns 2,106,215 shares of the credit services provider’s stock valued at $156,532,000 after purchasing an additional 1,925,583 shares in the last quarter. Arrowstreet Capital Limited Partnership grew its position in shares of PayPal by 45.0% in the second quarter. Arrowstreet Capital Limited Partnership now owns 3,569,023 shares of the credit services provider’s stock valued at $265,250,000 after purchasing an additional 1,107,202 shares during the period. Robeco Institutional Asset Management B.V. grew its position in shares of PayPal by 15.2% in the second quarter. Robeco Institutional Asset Management B.V. now owns 5,726,695 shares of the credit services provider’s stock valued at $425,608,000 after purchasing an additional 756,058 shares during the period. Finally, Primecap Management Co. CA increased its stake in shares of PayPal by 9.5% during the second quarter. Primecap Management Co. CA now owns 6,542,450 shares of the credit services provider’s stock worth $486,235,000 after purchasing an additional 568,640 shares in the last quarter. 68.32% of the stock is owned by institutional investors and hedge funds.

PayPal Stock Down 0.7%

Shares of PYPL opened at $59.10 on Wednesday. PayPal Holdings, Inc. has a 52-week low of $55.85 and a 52-week high of $93.25. The company has a quick ratio of 1.34, a current ratio of 1.34 and a debt-to-equity ratio of 0.56. The stock has a fifty day simple moving average of $63.35 and a two-hundred day simple moving average of $68.07. The company has a market capitalization of $55.30 billion, a PE ratio of 11.84, a price-to-earnings-growth ratio of 0.81 and a beta of 1.43.

PayPal (NASDAQ:PYPL) last announced its quarterly earnings data on Tuesday, October 28th. The credit services provider reported $1.34 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.20 by $0.14. PayPal had a net margin of 14.96% and a return on equity of 25.64%. The firm had revenue of $8.42 billion during the quarter, compared to analyst estimates of $8.21 billion. During the same quarter in the prior year, the firm posted $1.20 earnings per share. PayPal’s quarterly revenue was up 7.3% on a year-over-year basis. PayPal has set its Q4 2025 guidance at 1.270-1.310 EPS and its FY 2025 guidance at 5.350-5.390 EPS. As a group, equities analysts forecast that PayPal Holdings, Inc. will post 5.03 EPS for the current year.

PayPal Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, December 10th. Stockholders of record on Wednesday, November 19th were given a dividend of $0.14 per share. This represents a $0.56 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend was Wednesday, November 19th. PayPal’s payout ratio is presently 11.22%.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on PYPL. Wells Fargo & Company decreased their price target on shares of PayPal from $74.00 to $67.00 and set an “equal weight” rating on the stock in a research note on Tuesday, December 9th. Macquarie increased their target price on PayPal from $95.00 to $100.00 and gave the company an “outperform” rating in a report on Wednesday, October 29th. JPMorgan Chase & Co. restated a “neutral” rating and issued a $70.00 target price (down previously from $85.00) on shares of PayPal in a research report on Thursday, December 4th. Deutsche Bank Aktiengesellschaft dropped their price target on PayPal from $75.00 to $65.00 and set a “hold” rating for the company in a research report on Friday, December 5th. Finally, Baird R W downgraded PayPal from a “strong-buy” rating to a “hold” rating in a research note on Friday, December 12th. Fourteen analysts have rated the stock with a Buy rating, twenty-two have given a Hold rating and four have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, PayPal has an average rating of “Hold” and a consensus price target of $78.29.

Key Headlines Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Bullish take arguing PYPL may be under‑appreciated and has upside vs. consensus — supports investor optimism and potential buying interest. Is Everyone Under-Estimating Paypal Stock?
• Positive Sentiment: Long-form bullish thesis positioning PayPal as a good 2026 idea (growth/turnaround narrative) that could attract longer‑term buyers. PayPal: Ultimate Gift For 2026
• Positive Sentiment: Valuation note: PYPL is trading below its industry P/E while earnings estimates have been rising — a value/earnings improvement argument that may support a rebound. PayPal Stock Trades Below Industry P/E: How to Play the Stock?
• Positive Sentiment: Options‑market coverage shows elevated activity/interest in PYPL, which can amplify moves and signal directional bets from traders. Unpacking the Latest Options Trading Trends in PayPal Holdings
• Neutral Sentiment: Zacks notes PYPL is a “trending” ticker — higher attention can increase volatility but doesn’t imply direction. PayPal Holdings, Inc. (PYPL) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Balanced coverage (2 reasons to watch, 1 caution) highlighting both catalysts and risks — useful for traders but mixed for near‑term direction. 2 Reasons to Watch PYPL and 1 to Stay Cautious
• Neutral Sentiment: Analyst-stats piece: coverage remains mixed (buy/hold/sell split) with a median target around $75 — indicates divergent views and potential for upward revision if execution improves. PayPal Holdings, Inc. (PYPL) Offers Upside, but Analysts Aren’t Fully Convinced
• Neutral Sentiment: Comparative analysis vs. peers (StoneCo) highlights tradeoffs between scale and regional growth — useful context but not an immediate catalyst. StoneCo vs. PayPal: Which Fintech Stock Has More Upside Potential?
• Negative Sentiment: Morgan Stanley cut its price target sharply (to $51 from $74) and downgraded PYPL to Underweight — a concrete near‑term bearish catalyst that can pressure shares and influence other institutional sellers. Morgan Stanley Reduces Price Target on PayPal Holdings (PYPL)

Insider Activity

In other PayPal news, CAO Chris Natali sold 1,374 shares of PayPal stock in a transaction on Thursday, October 30th. The stock was sold at an average price of $69.13, for a total value of $94,984.62. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, EVP Aaron Webster sold 9,282 shares of the stock in a transaction on Monday, November 10th. The stock was sold at an average price of $66.29, for a total value of $615,303.78. Following the transaction, the executive vice president owned 35,699 shares of the company’s stock, valued at approximately $2,366,486.71. This represents a 20.64% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 36,156 shares of company stock worth $2,432,524 in the last 90 days. 0.08% of the stock is owned by corporate insiders.

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.