Vanguard Group Inc. Lowers Stock Holdings in PayPal Holdings, Inc. $PYPL

Vanguard Group Inc. reduced its position in PayPal Holdings, Inc. (NASDAQ:PYPL) by 1.5% in the third quarter, Holdings Channel.com reports. The fund owned 84,842,465 shares of the credit services provider’s stock after selling 1,303,863 shares during the quarter. Vanguard Group Inc. owned approximately 0.09% of PayPal worth $5,689,536,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of PYPL. Norges Bank bought a new position in shares of PayPal in the second quarter worth $921,570,000. Lazard Asset Management LLC increased its stake in PayPal by 1,066.0% in the 2nd quarter. Lazard Asset Management LLC now owns 2,106,215 shares of the credit services provider’s stock worth $156,532,000 after acquiring an additional 1,925,583 shares during the last quarter. Arrowstreet Capital Limited Partnership increased its stake in PayPal by 45.0% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 3,569,023 shares of the credit services provider’s stock worth $265,250,000 after acquiring an additional 1,107,202 shares during the last quarter. Federated Hermes Inc. raised its holdings in shares of PayPal by 3,552.7% in the 3rd quarter. Federated Hermes Inc. now owns 690,696 shares of the credit services provider’s stock valued at $46,318,000 after acquiring an additional 671,787 shares in the last quarter. Finally, Primecap Management Co. CA boosted its position in shares of PayPal by 9.5% during the 2nd quarter. Primecap Management Co. CA now owns 6,542,450 shares of the credit services provider’s stock valued at $486,235,000 after acquiring an additional 568,640 shares during the last quarter. Institutional investors own 68.32% of the company’s stock.

Key Stories Impacting PayPal

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

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on PYPL. Truist Financial lowered their target price on shares of PayPal from $58.00 to $39.00 and set a “sell” rating on the stock in a research note on Tuesday, February 10th. Mizuho set a $60.00 price objective on shares of PayPal in a research report on Wednesday, February 4th. The Goldman Sachs Group cut their target price on shares of PayPal from $64.00 to $41.00 and set a “sell” rating for the company in a research report on Wednesday, February 4th. HSBC cut PayPal from a “buy” rating to a “hold” rating and set a $47.00 target price on the stock. in a research note on Wednesday, February 4th. Finally, Monness Crespi & Hardt cut PayPal from a “buy” rating to a “neutral” rating in a report on Monday, January 5th. Nine research 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. According to data from MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $61.03.

PayPal Stock Up 1.3%

PYPL opened at $40.81 on Wednesday. PayPal Holdings, Inc. has a 12 month low of $38.46 and a 12 month high of $79.50. The company has a current ratio of 1.29, a quick ratio of 1.29 and a debt-to-equity ratio of 0.49. The business’s 50-day moving average price is $54.20 and its 200-day moving average price is $62.67. The company has a market cap of $37.57 billion, a P/E ratio of 7.54, a P/E/G ratio of 1.04 and a beta of 1.43.

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

PayPal Announces Dividend

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

Insider Buying and Selling

In other PayPal news, EVP Frank Keller sold 3,478 shares of the business’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 transaction, the executive vice president owned 51,567 shares in the company, valued at approximately $2,072,993.40. The trade was a 6.32% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 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.