TD Asset Management Inc Reduces Position in PayPal Holdings, Inc. $PYPL

TD Asset Management Inc trimmed its holdings in PayPal Holdings, Inc. (NASDAQ:PYPL) by 4.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 465,573 shares of the credit services provider’s stock after selling 19,319 shares during the quarter. TD Asset Management Inc’s holdings in PayPal were worth $31,221,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Affinity Investment Advisors LLC boosted its stake in PayPal by 8.8% during the third quarter. Affinity Investment Advisors LLC now owns 3,120 shares of the credit services provider’s stock worth $209,000 after buying an additional 252 shares during the last quarter. Mufg Securities Americas Inc. boosted its position in shares of PayPal by 19.5% during the 3rd quarter. Mufg Securities Americas Inc. now owns 25,763 shares of the credit services provider’s stock valued at $1,728,000 after acquiring an additional 4,209 shares during the last quarter. AXQ Capital LP grew its holdings in shares of PayPal by 92.2% in the third quarter. AXQ Capital LP now owns 5,794 shares of the credit services provider’s stock valued at $389,000 after purchasing an additional 2,780 shares during the period. Compound Planning Inc. increased its position in PayPal by 6.6% during the third quarter. Compound Planning Inc. now owns 11,801 shares of the credit services provider’s stock worth $791,000 after purchasing an additional 728 shares during the last quarter. Finally, Dana Investment Advisors Inc. raised its stake in PayPal by 10.1% during the third quarter. Dana Investment Advisors Inc. now owns 83,259 shares of the credit services provider’s stock worth $5,583,000 after purchasing an additional 7,620 shares during the period. 68.32% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on PYPL. Citigroup dropped their price target on shares of PayPal from $60.00 to $42.00 and set a “neutral” rating for the company in a research note on Wednesday, February 4th. BTIG Research reiterated a “neutral” rating on shares of PayPal in a research report on Tuesday, February 3rd. Zacks Research cut PayPal from a “hold” rating to a “strong sell” rating in a research note on Wednesday, February 11th. Deutsche Bank Aktiengesellschaft decreased their price target on PayPal from $75.00 to $65.00 and set a “hold” rating on the stock in a research note on Friday, December 5th. Finally, TD Cowen reissued a “hold” rating on shares of PayPal in a research report on Tuesday, February 3rd. Eight analysts have rated the stock with a Buy rating, thirty have issued a Hold rating and six have issued a Sell rating to the stock. According to MarketBeat, PayPal presently has an average rating of “Hold” and an average target price of $60.21.

Key Headlines Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Bloomberg/Yahoo reported that Stripe has expressed interest in all or parts of PayPal, reviving takeover speculation and short‑term buying interest from traders hoping for a strategic bid. PayPal Surges on Stripe Acquisition Interest
• Positive Sentiment: PayPal, MoonPay and M0 announced PYUSDx, a developer‑facing platform to issue app‑specific stablecoins backed by PayPal USD — a product extension that could broaden crypto rails and new revenue channels if adoption follows. PayPal, MoonPay and M0 launch PYUSDx
• Neutral Sentiment: Follow‑up reporting (Semafor/TechCrunch) says PayPal may not be actively pursuing a sale and that no formal talks are underway — this tempers deal hopes and makes the takeover angle speculative until confirmed. PayPal might not be looking to sell itself, report
• Negative Sentiment: Multiple law firms have filed or are soliciting plaintiffs in securities class actions against PayPal (lead‑plaintiff deadlines around Apr. 20), creating litigation over disclosures that can pressure the stock and increase potential settlement risk. PYPL Shareholder Action Reminder — Faruqi & Faruqi
• Negative Sentiment: Analysts and independent writeups point to slowing growth, rising credit losses, weaker free cash flow and guidance that disappointed investors — narratives that undercut a sustainable multiple expansion. PayPal: A Textbook Value Trap (Seeking Alpha)
• Negative Sentiment: Sell ratings and critical notes (e.g., Morgan Stanley / TipRanks coverage) highlight competitive pressure (Braintree economics, Venmo monetization) and an unattractive risk/reward that can keep selling pressure under any rally. Sell Rating on PayPal — TipRanks

PayPal Stock Performance

NASDAQ PYPL opened at $46.21 on Friday. The company has a debt-to-equity ratio of 0.49, a current ratio of 1.29 and a quick ratio of 1.29. The company has a market cap of $42.54 billion, a P/E ratio of 8.54, a P/E/G ratio of 1.19 and a beta of 1.43. The stock has a 50-day moving average of $51.58 and a two-hundred day moving average of $61.43. PayPal Holdings, Inc. has a 1-year low of $38.46 and a 1-year high of $79.50.

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

PayPal Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, March 25th. Shareholders of record on Wednesday, March 4th will be paid a $0.14 dividend. The ex-dividend date is Wednesday, March 4th. This represents a $0.56 annualized dividend and a dividend yield of 1.2%. PayPal’s payout ratio is 10.35%.

Insider Transactions at PayPal

In other news, insider Suzan Kereere sold 37,613 shares of the company’s stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $41.49, for a total transaction of $1,560,563.37. Following the sale, the insider owned 30,983 shares of the company’s stock, valued at approximately $1,285,484.67. This represents a 54.83% 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. Also, EVP Frank Keller sold 3,478 shares of the business’s stock in a transaction on Friday, February 6th. The stock was sold at an average price of $40.20, for a total value of $139,815.60. Following the transaction, the executive vice president directly owned 51,567 shares of the company’s stock, valued at $2,072,993.40. The trade was a 6.32% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 42,304 shares of company stock valued at $1,749,493. 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.