PayPal Holdings, Inc. $PYPL Shares Sold by AustralianSuper Pty Ltd

AustralianSuper Pty Ltd lessened its stake in PayPal Holdings, Inc. (NASDAQ:PYPL) by 7.5% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 348,520 shares of the credit services provider’s stock after selling 28,417 shares during the quarter. AustralianSuper Pty Ltd’s holdings in PayPal were worth $23,372,000 as of its most recent filing with the SEC.

Several other large investors have also modified their holdings of the stock. Hilltop National Bank acquired a new stake in PayPal during the second quarter valued at approximately $27,000. MUFG Securities EMEA plc increased its holdings in shares of PayPal by 100.4% in the 2nd quarter. MUFG Securities EMEA plc now owns 385 shares of the credit services provider’s stock valued at $29,000 after acquiring an additional 87,524 shares during the last quarter. True Wealth Design LLC raised its position in shares of PayPal by 285.3% during the 3rd quarter. True Wealth Design LLC now owns 524 shares of the credit services provider’s stock valued at $35,000 after acquiring an additional 388 shares in the last quarter. VSM Wealth Advisory LLC bought a new position in PayPal during the second quarter worth $36,000. Finally, Dagco Inc. boosted its holdings in PayPal by 1,250.0% in the third quarter. Dagco Inc. now owns 540 shares of the credit services provider’s stock worth $36,000 after purchasing an additional 500 shares during the period. Institutional investors own 68.32% of the company’s stock.

PayPal News Summary

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

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

PayPal (NASDAQ:PYPL) last issued its quarterly earnings data 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 return on equity of 25.64% and a net margin of 14.96%.The business had revenue of $8.42 billion during the quarter, compared to analyst estimates of $8.21 billion. During the same period in the prior year, the company posted $1.20 EPS. The business’s revenue for the quarter was up 7.3% compared to the same quarter last year. On average, analysts predict that PayPal Holdings, Inc. will post 5.03 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of analysts have weighed in on the stock. KGI Securities dropped their target price on shares of PayPal from $85.00 to $80.00 in a report on Monday, November 10th. Sanford C. Bernstein reiterated a “market perform” rating on shares of PayPal in a research note on Wednesday, December 17th. Cantor Fitzgerald raised shares of PayPal to a “hold” rating in a report on Tuesday. Morgan Stanley reaffirmed an “underweight” rating and set a $50.00 target price on shares of PayPal in a report on Wednesday. Finally, Canaccord Genuity Group increased their price target on PayPal from $96.00 to $100.00 and gave the stock a “buy” rating in a research report on Wednesday, October 29th. Twelve equities research analysts have rated the stock with a Buy rating, twenty-four have given a Hold rating and six have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $73.10.

Insider Activity

In other news, EVP Aaron Webster sold 9,282 shares of the company’s stock in a transaction that occurred on Monday, November 10th. The shares were sold at an average price of $66.29, for a total value of $615,303.78. Following the completion of the sale, the executive vice president directly owned 35,699 shares of the company’s stock, valued at approximately $2,366,486.71. This represents a 20.64% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Suzan Kereere sold 4,162 shares of the stock in a transaction that occurred on Wednesday, November 19th. The shares were sold at an average price of $59.84, for a total transaction of $249,054.08. Following the completion of the transaction, the insider owned 30,983 shares of the company’s stock, valued at $1,854,022.72. This trade represents a 11.84% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 25,944 shares of company stock valued at $1,725,233 in the last ninety days. Corporate insiders own 0.08% of the company’s stock.

PayPal 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.