Fifth Third Bancorp Sells 28,519 Shares of PayPal Holdings, Inc. $PYPL

Fifth Third Bancorp reduced its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 15.7% in the third quarter, according to its most recent filing with the SEC. The fund owned 153,075 shares of the credit services provider’s stock after selling 28,519 shares during the quarter. Fifth Third Bancorp’s holdings in PayPal were worth $10,265,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the business. State of New Jersey Common Pension Fund D raised its stake in PayPal by 2.3% during the third quarter. State of New Jersey Common Pension Fund D now owns 326,227 shares of the credit services provider’s stock valued at $21,877,000 after purchasing an additional 7,278 shares in the last quarter. ABN Amro Investment Solutions increased its holdings in shares of PayPal by 348.0% in the 3rd quarter. ABN Amro Investment Solutions now owns 51,237 shares of the credit services provider’s stock worth $3,436,000 after buying an additional 39,801 shares during the last quarter. Troy Asset Management Ltd raised its position in shares of PayPal by 3.7% during the 3rd quarter. Troy Asset Management Ltd now owns 242,659 shares of the credit services provider’s stock valued at $16,273,000 after buying an additional 8,661 shares in the last quarter. DDD Partners LLC purchased a new stake in shares of PayPal during the 3rd quarter valued at about $2,452,000. Finally, Cookson Peirce & Co. Inc. bought a new position in shares of PayPal in the 3rd quarter valued at about $334,000. Institutional investors own 68.32% of the company’s stock.

PayPal News Roundup

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Analyst bullish case — a Seeking Alpha piece argues PayPal remains a “buy” at a reduced target, citing diversification across Venmo, PSP, Omni and BNPL, and very low valuation multiples (P/E ~7.5) that may offer downside protection and upside if execution stabilizes. PayPal: Despite Uncertainty, Stock Remains A Buy
• Neutral Sentiment: Partner integration news — OLB Group announced a global partner agreement to integrate PayPal checkout/wallet into its gateway; this expands distribution but is more meaningful for OLB than for PayPal’s core scale. OLB Group Stock Skyrockets On PayPal Partnership
• Neutral Sentiment: Mixed fundamentals read — Zacks highlights Q4 transaction revenue growth but a lower take rate and a flat 2026 total payment volume outlook, which clouds near‑term growth expectations even as some margins/metrics remain attractive. PYPL’s Transaction Revenues: Will it Pave the Way or Hinder Growth?
• Neutral Sentiment: Comparative view — The Motley Fool piece frames PayPal as deep‑value but higher risk versus faster‑growth fintech peers; useful context for investors weighing valuation vs. execution risk. Better Fintech Stock: PayPal vs. SoFi
• Negative Sentiment: Multiple class‑action and investigation notices — Several law firms (Levi & Korsinsky, Pomerantz, Robbins LLP, Howard G. Smith, RGRD Law and others) have filed or opened investigations and shareholder alerts alleging PayPal misled investors about revenue/growth projections for the Feb 25, 2025–Feb 2, 2026 class period; Levi & Korsinsky set an April 20, 2026 lead‑plaintiff deadline. This litigation wave raises potential legal costs, distraction, and settlement risk that can pressure the stock. SHAREHOLDER ALERT-Levi-Korsinsky-LLP-Notifies-Investors-It-Has-Filed-a-Complaint… INVESTOR ALERT: PayPal Holdings, Inc. Investors with Substantial Losses Have Opportunity to Lead the PayPal Class Action Lawsuit – RGRD Law

PayPal Trading Up 1.3%

Shares of PYPL opened at $40.81 on Wednesday. The firm has a market capitalization of $37.57 billion, a price-to-earnings ratio of 7.54, a PEG ratio of 1.04 and a beta of 1.43. The company has a debt-to-equity ratio of 0.49, a current ratio of 1.29 and a quick ratio of 1.29. PayPal Holdings, Inc. has a 1-year low of $38.46 and a 1-year high of $79.50. The company has a 50-day moving average of $54.20 and a 200 day moving average of $62.67.

PayPal (NASDAQ:PYPL) last posted its quarterly earnings results on Tuesday, February 3rd. The credit services provider reported $1.23 earnings per share for the quarter, missing the consensus estimate of $1.29 by ($0.06). The company had revenue of $8.68 billion for the quarter, compared to the consensus estimate of $8.82 billion. PayPal had a net margin of 15.77% and a return on equity of 25.42%. The business’s revenue was up 4.0% on a year-over-year basis. During the same period in the prior year, the firm posted $1.19 EPS. On average, research analysts expect that PayPal Holdings, Inc. will post 5.03 EPS for the current year.

PayPal Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, March 25th. Stockholders of record on Wednesday, March 4th will be given a dividend of $0.14 per share. The ex-dividend date of this dividend is Wednesday, March 4th. This represents a $0.56 dividend on an annualized basis and a dividend yield of 1.4%. PayPal’s dividend payout ratio is presently 10.35%.

Wall Street Analyst Weigh In

PYPL has been the topic of a number of recent research reports. Piper Sandler decreased their price objective on PayPal from $76.00 to $74.00 and set a “neutral” rating on the stock in a research report on Wednesday, January 14th. Susquehanna lowered their price target on PayPal from $90.00 to $63.00 and set a “positive” rating for the company in a research report on Wednesday, February 4th. President Capital dropped their price objective on shares of PayPal from $91.00 to $80.00 and set a “buy” rating for the company in a research note on Tuesday, November 25th. Canaccord Genuity Group reissued a “hold” rating and issued a $42.00 target price (down previously from $100.00) on shares of PayPal in a research note on Wednesday, February 4th. Finally, Keefe, Bruyette & Woods raised their target price on shares of PayPal from $85.00 to $90.00 and gave the stock an “outperform” rating in a report on Wednesday, October 29th. Nine analysts have rated the stock with a Buy rating, thirty have assigned a Hold rating and five have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, PayPal presently has an average rating of “Hold” and an average target price of $61.03.

Insider Activity

In related news, EVP Frank Keller sold 3,478 shares of the company’s stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $40.20, for a total value of $139,815.60. Following the completion of the sale, the executive vice president directly owned 51,567 shares of the company’s stock, valued at $2,072,993.40. This represents a 6.32% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 0.08% 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.