London & Capital Asset Management Ltd Cuts Stock Position in PayPal Holdings, Inc. $PYPL

London & Capital Asset Management Ltd cut its position in PayPal Holdings, Inc. (NASDAQ:PYPL) by 71.9% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 28,409 shares of the credit services provider’s stock after selling 72,769 shares during the quarter. London & Capital Asset Management Ltd’s holdings in PayPal were worth $1,905,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of PYPL. Norges Bank bought a new position in shares of PayPal during the 2nd quarter worth approximately $921,570,000. Artisan Partners Limited Partnership boosted its stake in PayPal by 1.6% in the second quarter. Artisan Partners Limited Partnership now owns 11,992,031 shares of the credit services provider’s stock valued at $891,248,000 after acquiring an additional 184,014 shares in the last quarter. Invesco Ltd. grew its holdings in PayPal by 5.5% in the second quarter. Invesco Ltd. now owns 10,038,584 shares of the credit services provider’s stock worth $746,068,000 after purchasing an additional 522,514 shares during the last quarter. Primecap Management Co. CA increased its position in shares of PayPal by 2.1% during the third quarter. Primecap Management Co. CA now owns 6,680,930 shares of the credit services provider’s stock worth $448,023,000 after purchasing an additional 138,480 shares in the last quarter. Finally, Loomis Sayles & Co. L P lifted its holdings in shares of PayPal by 1.6% during the 2nd quarter. Loomis Sayles & Co. L P now owns 6,522,748 shares of the credit services provider’s stock valued at $484,771,000 after purchasing an additional 103,718 shares during the last quarter. 68.32% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several research analysts recently weighed in on the company. Evercore dropped their target price on PayPal from $65.00 to $40.00 and set an “in-line” rating on the stock in a research note on Tuesday, February 3rd. Bank of America reissued a “neutral” rating and issued a $68.00 price target (down from $93.00) on shares of PayPal in a report on Thursday, December 11th. William Blair restated a “market perform” rating on shares of PayPal in a research note on Tuesday, February 3rd. Citigroup cut their price objective on shares of PayPal from $60.00 to $42.00 and set a “neutral” rating on the stock in a report on Wednesday, February 4th. Finally, JPMorgan Chase & Co. lowered their target price on shares of PayPal from $70.00 to $46.00 and set a “neutral” rating for the company in a research note on Wednesday, February 4th. Eight research analysts have rated the stock with a Buy rating, thirty have issued a Hold rating and six have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $60.21.

Insider Buying and Selling at PayPal

In other news, CAO Chris Natali sold 1,213 shares of the business’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $40.49, for a total value of $49,114.37. Following the completion of the transaction, the chief accounting officer owned 404 shares of the company’s stock, valued at $16,357.96. The trade was a 75.02% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Suzan Kereere sold 37,613 shares of the firm’s stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $41.49, for a total value of $1,560,563.37. Following the sale, the insider directly owned 30,983 shares in the company, valued at approximately $1,285,484.67. This trade represents a 54.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 42,304 shares of company stock valued at $1,749,493. 0.08% of the stock is owned by insiders.

Trending Headlines about 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 Trading Up 1.5%

PayPal stock opened at $46.21 on Monday. The company has a quick ratio of 1.29, a current ratio of 1.29 and a debt-to-equity ratio of 0.49. PayPal Holdings, Inc. has a 52 week low of $38.46 and a 52 week high of $79.50. The company has a market capitalization of $42.54 billion, a price-to-earnings ratio of 8.54, a price-to-earnings-growth ratio of 1.21 and a beta of 1.43. The stock has a 50-day moving average price of $51.58 and a 200 day moving average price of $61.31.

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 analysts’ consensus estimates of $1.29 by ($0.06). PayPal had a return on equity of 25.42% and a net margin of 15.77%.The business had revenue of $8.68 billion for the quarter, compared to analysts’ expectations of $8.82 billion. During the same period in the prior year, the business posted $1.19 earnings per share. The business’s quarterly revenue was up 4.0% compared to the same quarter last year. Sell-side analysts anticipate that PayPal Holdings, Inc. will post 5.03 EPS for the current year.

PayPal Dividend Announcement

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

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.