Delta Global Management LP Purchases Shares of 36,646 PayPal Holdings, Inc. $PYPL

Delta Global Management LP acquired a new stake in PayPal Holdings, Inc. (NASDAQ:PYPL) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm acquired 36,646 shares of the credit services provider’s stock, valued at approximately $2,457,000.

Several other institutional investors also recently modified their holdings of PYPL. Brighton Jones LLC grew its holdings in PayPal by 15.2% during the fourth quarter. Brighton Jones LLC now owns 6,989 shares of the credit services provider’s stock worth $596,000 after purchasing an additional 924 shares during the period. Revolve Wealth Partners LLC bought a new stake in PayPal in the fourth quarter valued at approximately $248,000. Sivia Capital Partners LLC lifted its position in shares of PayPal by 41.5% in the second quarter. Sivia Capital Partners LLC now owns 4,470 shares of the credit services provider’s stock valued at $332,000 after buying an additional 1,310 shares during the last quarter. United Bank lifted its position in shares of PayPal by 40.1% in the second quarter. United Bank now owns 17,388 shares of the credit services provider’s stock valued at $1,292,000 after buying an additional 4,974 shares during the last quarter. Finally, Meridian Wealth Management LLC boosted its stake in shares of PayPal by 8.1% during the 2nd quarter. Meridian Wealth Management LLC now owns 10,747 shares of the credit services provider’s stock worth $799,000 after acquiring an additional 809 shares during the period. 68.32% of the stock is currently owned by institutional investors and hedge funds.

PayPal Stock Performance

Shares of NASDAQ PYPL opened at $45.42 on Tuesday. 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 stock’s fifty day moving average price is $48.64 and its two-hundred day moving average price is $59.50. PayPal Holdings, Inc. has a one year low of $38.46 and a one year high of $79.50. The firm has a market cap of $41.82 billion, a price-to-earnings ratio of 8.40, a P/E/G ratio of 1.34 and a beta of 1.43.

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

PayPal Announces Dividend

The firm also recently disclosed 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 yield of 1.2%. PayPal’s payout ratio is 10.35%.

Insiders Place Their Bets

In other news, insider Suzan Kereere sold 13,515 shares of the firm’s stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $46.02, for a total transaction of $621,960.30. Following the transaction, the insider directly owned 30,983 shares of the company’s stock, valued at approximately $1,425,837.66. This trade represents a 30.37% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Frank Keller sold 29,581 shares of the business’s stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $46.02, for a total value of $1,361,317.62. Following the completion of the sale, the executive vice president owned 51,567 shares of the company’s stock, valued at approximately $2,373,113.34. This trade represents a 36.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 87,608 shares of company stock worth $3,831,535 in the last quarter. 0.08% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on the company. TD Cowen restated a “hold” rating on shares of PayPal in a research note on Tuesday, February 3rd. Zacks Research cut shares of PayPal from a “hold” rating to a “strong sell” rating in a research report on Wednesday, February 11th. Stephens decreased their price objective on shares of PayPal from $65.00 to $45.00 and set an “equal weight” rating on the stock in a 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 on the stock in a research report on Tuesday, November 25th. Finally, Monness Crespi & Hardt cut shares of PayPal from a “buy” rating to a “neutral” rating in a research note on Monday, January 5th. Eight analysts have rated the stock with a Buy rating, thirty-one have issued a Hold rating and six have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, PayPal currently has an average rating of “Hold” and a consensus price target of $59.03.

Trending Headlines about PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Contrarian and bullish write-ups argue PYPL is deeply discounted and could see significant upside if growth stabilizes and execution improves; these narratives can attract value investors. Forget the Lawsuit: Here’s How PayPal Could Double From Here
• Positive Sentiment: Some analysts and commentary (e.g., Seeking Alpha) argue the stock is not yet “broken” and that meaningful upside is possible if execution and key metrics improve — this supports short-term rallies. PayPal: Not Broken Enough To Sell
• Neutral Sentiment: MarketBeat and others note the rally that followed takeover rumors faded once those rumors abated; they highlight the upcoming earnings and execution as the real catalysts — meaning near-term moves may hinge on early-May results. Why PayPal’s Rally Faded—And What Could Restart It
• Neutral Sentiment: Comparisons with peers (e.g., Zacks on PYPL vs. MA) and investor letters (Artisan) provide mixed viewpoints — PayPal’s AI/commerce and Venmo positives are noted, but guidance fears and competitive pressure temper conviction. PayPal vs MasterCard: Which Fintech Stock Offers Greater Upside Now?
• Negative Sentiment: Multiple law firms have filed or are soliciting lead-plaintiff status in a securities class action covering Feb. 25, 2025–Feb. 2, 2026 (deadline April 20, 2026). The wave of filings and reminders (Rosen, Faruqi, Hagens Berman, Bronstein, Portnoy, Robbins Geller, etc.) raises legal and headline risk and could pressure the shares. ROSEN Encourages PayPal Investors to Secure Counsel Hagens Berman: Securities Class Action
• Negative Sentiment: Underlying fundamentals remain a concern: PayPal’s Feb. earnings missed estimates and management gave cautious guidance; combined with the abrupt CEO departure referenced in filings, investor confidence and near-term growth visibility are impaired. Why PayPal’s Rally Faded—And What Could Restart It
• Negative Sentiment: Income/ETF stories note PayPal’s collapsing share price has distorted yield products (e.g., PYPY’s high headline yield), underscoring capital-loss risk for income investors and adding negative narrative pressure. PayPal’s Collapsing Stock Price Directly Affects PYPY’s Absurd 75% Dividend Yield

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.