Bank of New York Mellon Corp Raises Holdings in PayPal Holdings, Inc. $PYPL

Bank of New York Mellon Corp grew its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 17.7% during the 4th quarter, HoldingsChannel.com reports. The firm owned 6,775,522 shares of the credit services provider’s stock after buying an additional 1,021,297 shares during the quarter. Bank of New York Mellon Corp’s holdings in PayPal were worth $395,555,000 as of its most recent filing with the SEC.

Other hedge funds also recently made changes to their positions in the company. Kelleher Financial Advisors purchased a new position in shares of PayPal during the third quarter worth about $30,000. Torren Management LLC purchased a new position in shares of PayPal during the fourth quarter worth about $31,000. Strategic Advocates LLC purchased a new position in shares of PayPal during the third quarter worth about $38,000. Steph & Co. grew its holdings in shares of PayPal by 103.1% during the fourth quarter. Steph & Co. now owns 656 shares of the credit services provider’s stock worth $38,000 after purchasing an additional 333 shares during the last quarter. Finally, Garner Asset Management Corp purchased a new position in shares of PayPal during the fourth quarter worth about $39,000. Hedge funds and other 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: PayPal is pushing into AI-driven commerce through a new partnership around Hey Savi and Debenhams, reinforcing its role in next-generation checkout and payments. PayPal Bets On AI Agentic Commerce With Hey Savi And Debenhams
• Positive Sentiment: Analysts and valuation-focused commentary continue to argue that PYPL may be undervalued on earnings, with some seeing it as an asymmetric fintech opportunity despite recent volatility. Is PayPal the Ultimate Asymmetric Fintech Bet at 8x Earnings?
• Neutral Sentiment: PayPal presented at the Evercore Global TMT Conference, which may have provided updates on strategy and execution, but no major new catalyst was evident from the headline alone. PayPal Holdings, Inc. (PYPL) Presents at 2026 Evercore Global TMT Conference Transcript
• Neutral Sentiment: Several recent market articles continue to frame PYPL as a stock still working through post-earnings digestion, with attention on whether it can rebound after recent weakness. Paypal (PYPL) Down 7.9% Since Last Earnings Report: Can It Rebound?
• Negative Sentiment: Three PayPal insiders sold shares this week, including Frank Keller, Suzan Kereere, and Chris Natali; while the sales were under 10b5-1 plans, insider selling can still add to caution around the stock. Insider trade details
• Negative Sentiment: Recent coverage also points to leadership changes, margin pressure, and uncertainty around PayPal’s operating reset, which appears to be weighing on investor sentiment. PayPal slides 4.3% as investors weigh leadership shakeup and ongoing margin concerns

Analyst Upgrades and Downgrades

PYPL has been the topic of several research reports. Dbs Bank raised PayPal to a “hold” rating in a report on Friday, February 6th. Loop Capital initiated coverage on PayPal in a report on Tuesday, March 31st. They set a “hold” rating and a $46.00 price objective on the stock. BNP Paribas Exane raised their price objective on PayPal from $41.00 to $43.50 and gave the stock a “neutral” rating in a report on Friday, April 10th. Argus dropped their price target on PayPal from $87.00 to $65.00 and set a “buy” rating on the stock in a research report on Friday, February 6th. Finally, Truist Financial dropped their price target on PayPal from $45.00 to $44.00 and set a “sell” rating on the stock in a research report on Tuesday, May 12th. Eight equities research analysts have rated the stock with a Buy rating, thirty-two have issued a Hold rating and five have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, PayPal has a consensus rating of “Hold” and an average target price of $55.85.

PayPal Stock Performance

Shares of PYPL stock opened at $42.75 on Friday. The stock has a market capitalization of $37.71 billion, a PE ratio of 8.02, a price-to-earnings-growth ratio of 1.07 and a beta of 1.34. PayPal Holdings, Inc. has a 52-week low of $38.46 and a 52-week high of $79.50. The stock’s 50-day moving average price is $46.27 and its 200 day moving average price is $50.66. The company has a quick ratio of 1.26, a current ratio of 1.26 and a debt-to-equity ratio of 0.47.

PayPal (NASDAQ:PYPL) last issued its quarterly earnings results on Tuesday, May 5th. The credit services provider reported $1.34 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.27 by $0.07. PayPal had a return on equity of 25.02% and a net margin of 15.00%.The firm had revenue of $8.35 billion for the quarter, compared to analysts’ expectations of $8.05 billion. During the same quarter in the previous year, the firm posted $1.33 EPS. The firm’s revenue for the quarter was up 7.2% on a year-over-year basis. As a group, equities research analysts forecast that PayPal Holdings, Inc. will post 5.3 EPS for the current year.

PayPal Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, June 25th. Shareholders of record on Thursday, June 4th will be issued a $0.14 dividend. This represents a $0.56 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date of this dividend is Thursday, June 4th. PayPal’s payout ratio is currently 10.51%.

Insider Buying and Selling at PayPal

In other news, CAO Chris Natali sold 1,337 shares of the business’s stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $49.46, for a total transaction of $66,128.02. Following the sale, the chief accounting officer owned 1,586 shares of the company’s stock, valued at $78,443.56. The trade was a 45.74% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Frank Keller sold 4,612 shares of the business’s stock in a transaction that occurred on Wednesday, June 3rd. The stock was sold at an average price of $42.54, for a total value of $196,194.48. Following the sale, the insider directly owned 41,567 shares in the company, valued at $1,768,260.18. This trade represents a 9.99% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 20,612 shares of company stock valued at $966,623. 0.63% 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.