PayPal Holdings, Inc. $PYPL Position Boosted by Federated Hermes Inc.

Federated Hermes Inc. lifted its holdings in PayPal Holdings, Inc. (NASDAQ:PYPL) by 3,552.7% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 690,696 shares of the credit services provider’s stock after purchasing an additional 671,787 shares during the period. Federated Hermes Inc.’s holdings in PayPal were worth $46,318,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Brighton Jones LLC increased its holdings 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 valued at $596,000 after buying an additional 924 shares in the last quarter. Revolve Wealth Partners LLC acquired a new position in shares of PayPal in the 4th quarter worth $248,000. Sivia Capital Partners LLC raised its position in shares of PayPal by 41.5% during the second quarter. Sivia Capital Partners LLC now owns 4,470 shares of the credit services provider’s stock worth $332,000 after purchasing an additional 1,310 shares during the period. Sound Income Strategies LLC lifted its holdings in shares of PayPal by 48.9% during the second quarter. Sound Income Strategies LLC now owns 1,017 shares of the credit services provider’s stock valued at $76,000 after purchasing an additional 334 shares during the last quarter. Finally, HB Wealth Management LLC boosted its position in shares of PayPal by 2.3% in the 2nd quarter. HB Wealth Management LLC now owns 22,308 shares of the credit services provider’s stock valued at $1,658,000 after purchasing an additional 500 shares during the period. 68.32% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research firms have issued reports on PYPL. Dbs Bank cut their price objective on PayPal from $75.00 to $70.00 and set a “hold” rating on the stock in a report on Thursday, November 13th. BNP Paribas Exane dropped their target price on shares of PayPal from $71.00 to $69.00 and set a “neutral” rating on the stock in a research report on Tuesday, December 2nd. HSBC cut their price target on shares of PayPal from $93.00 to $72.00 and set a “buy” rating on the stock in a report on Tuesday. Stephens set a $65.00 price objective on shares of PayPal in a research note on Friday, January 16th. Finally, Jefferies Financial Group reissued a “hold” rating on shares of PayPal in a research note on Wednesday, January 7th. Twelve analysts have rated the stock with a Buy rating, twenty-four have issued a Hold rating and six have given a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $73.10.

Key Stories Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Bull case: The Motley Fool argues 2026 could be a breakout year for PayPal if new partnerships and initiatives scale, providing a longer‑term growth angle that could support the stock. Prediction: 2026 Will Be the Year of PayPal
• Positive Sentiment: Merchant adoption of crypto: PayPal/NCA survey shows ~40% of U.S. merchants accept crypto at checkout — a market expansion signal that could lift payments volume over time if PayPal monetizes it. Nearly 40% of US merchants now accept crypto at checkout: PayPal
• Neutral Sentiment: Q4 event risk: Multiple previews urge caution ahead of PayPal’s Feb. 3 earnings — watch TPV, active accounts, take rate and guidance rather than just headline EPS/revenue. Results could swing sentiment. PayPal (PYPL) Q4 Earnings Preview
• Neutral Sentiment: Event timing: Several articles recommend pausing ahead of Q4 results because upcoming comps and details on volumes/revenue mix will drive short‑term direction. PayPal Reports Q4 Earnings on Feb. 3. Why You Should Press Pause on PYPL Stock For Now.
• Negative Sentiment: Analyst downgrades piling up: Rothschild/Redburn and others have cut ratings to Sell/Strong Sell and trimmed price targets, pressuring near‑term sentiment. “Heads Up, Investors,” PayPal Stock Hit with Sell Rating
• Negative Sentiment: Price‑target cuts: Truist and HSBC have lowered targets (Truist to $58, HSBC to $72), signaling weaker near‑term expectations and contributing to selling pressure. Truist Anticipates Solid PayPal Q4 Results but Warns of Difficult Volume Comparisons HSBC Lowers PayPal Price Target
• Negative Sentiment: Competitive and macro concerns: Analysis pieces highlight a brutal competitive landscape and macro headwinds that could limit upside absent clear volume/monetization beats. PayPal: A Brutal Competitive Landscape And Changes Yet To Be Seen

PayPal Stock Performance

Shares of PYPL opened at $53.11 on Friday. The company has a market capitalization of $49.69 billion, a PE ratio of 10.64, a PEG ratio of 0.67 and a beta of 1.42. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.34 and a current ratio of 1.34. The company’s 50 day moving average price is $59.19 and its 200 day moving average price is $65.65. PayPal Holdings, Inc. has a 52 week low of $52.53 and a 52 week high of $90.93.

PayPal (NASDAQ:PYPL) last released its earnings results on Tuesday, October 28th. The credit services provider reported $1.34 earnings per share (EPS) for the quarter, topping 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 company had revenue of $8.42 billion during the quarter, compared to the consensus estimate of $8.21 billion. During the same quarter in the prior year, the firm earned $1.20 EPS. The company’s revenue was up 7.3% compared to the same quarter last year. Research analysts expect that PayPal Holdings, Inc. will post 5.03 EPS for the current fiscal year.

Insiders Place Their Bets

In other PayPal news, EVP Aaron Webster sold 9,282 shares of the company’s stock in a transaction dated 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 directly owned 35,699 shares of the company’s stock, valued at $2,366,486.71. This represents a 20.64% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Suzan Kereere sold 12,500 shares of the firm’s stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $68.87, for a total value of $860,875.00. Following the sale, the insider directly owned 30,983 shares of the company’s stock, valued at $2,133,799.21. This trade represents a 28.75% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 25,944 shares of company stock worth $1,725,233 over the last ninety days. 0.08% of the stock is currently owned by company 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.