Mitsubishi UFJ Asset Management Co. Ltd. Has $117.52 Million Position in PayPal Holdings, Inc. $PYPL

Mitsubishi UFJ Asset Management Co. Ltd. boosted its position in PayPal Holdings, Inc. (NASDAQ:PYPL) by 3.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 2,021,365 shares of the credit services provider’s stock after buying an additional 71,653 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in PayPal were worth $117,522,000 as of its most recent filing with the SEC.

Several other institutional investors have also recently bought and sold shares of PYPL. Vanguard Group Inc. grew its stake in shares of PayPal by 6.5% during the 4th quarter. Vanguard Group Inc. now owns 90,376,927 shares of the credit services provider’s stock worth $5,276,205,000 after acquiring an additional 5,534,462 shares in the last quarter. Dimensional Fund Advisors LP lifted its position in shares of PayPal by 35.9% in the third quarter. Dimensional Fund Advisors LP now owns 8,177,536 shares of the credit services provider’s stock worth $548,520,000 after purchasing an additional 2,160,227 shares in the last quarter. Two Sigma Investments LP acquired a new position in PayPal during the third quarter worth $97,794,000. Invesco Ltd. grew its position in PayPal by 10.9% in the third quarter. Invesco Ltd. now owns 11,131,949 shares of the credit services provider’s stock valued at $746,508,000 after purchasing an additional 1,093,365 shares in the last quarter. Finally, PFA Pension Forsikringsaktieselskab bought a new position in PayPal in the fourth quarter valued at $51,680,000. Institutional investors own 68.32% of the company’s stock.

Trending Headlines about PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Q1 beat on revenue, TPV and EPS, showing underlying volume momentum that supports longer‑term platform value. PayPal Reports First Quarter 2026 Results
• Positive Sentiment: Catalytic AI and reorganization plans (new Ads ID, Store Sync, 3 business units) aim to modernize growth levers and improve merchant monetization — a potential medium/long‑term upside if execution succeeds. Can PayPal’s AI Reset And Reorganization Revive Long Term Growth Potential
• Positive Sentiment: Some analysts remain constructive: RBC reaffirmed an outperform rating with a $59 PT and Cantor raised its PT to $54; these highlight upside scenarios if turnaround gains materialize. Analyst Notes / Benzinga
• Neutral Sentiment: Company declared a quarterly dividend (small yield), which modestly supports income‑oriented holders but is not a growth catalyst.
• Neutral Sentiment: Unusually heavy options activity (large call volume) indicates heightened speculative/hedging interest; can amplify intraday moves but not a directional fundamental signal.
• Negative Sentiment: Management flagged weaker near‑term profitability and guided to a larger EPS decline (~9% non‑GAAP EPS drop), which overshadowed the beat and prompted the immediate selloff. PayPal shares fall as it signals profit decline ahead
• Negative Sentiment: New CEO announced ~20% workforce reduction (~4,760 jobs) as part of a $1.5B cost‑saving program; layoffs increase short‑term execution and reputational risk even as they aim to restore margins. PayPal layoffs: New CEO cuts 20% of workforce in Q1 2026
• Negative Sentiment: UK competition regulator opened an investigation into PayPal’s wallet funding practices alongside Visa/Mastercard — a regulatory overhang that could constrain product options or require remediation. PayPal, Visa and Mastercard Face UK Competition Investigation
• Negative Sentiment: Multiple sell/neutral reiterations and a few lowered price targets (including Goldman Sachs trimming its PT) reflect waning investor patience and mixed analyst conviction on the turnaround timeline. Goldman Sachs Adjusts Price Target on PayPal

Analyst Upgrades and Downgrades

Several equities research analysts have commented on PYPL shares. Macquarie Infrastructure cut shares of PayPal from an “outperform” rating to a “neutral” rating in a research report on Thursday. Dbs Bank upgraded PayPal to a “hold” rating in a report on Friday, February 6th. Citizens Jmp reaffirmed a “market perform” rating on shares of PayPal in a research report on Wednesday, February 4th. William Blair reiterated a “market perform” rating on shares of PayPal in a report on Tuesday, February 3rd. Finally, Compass Point raised PayPal from a “sell” rating to a “neutral” rating and set a $51.00 price target for the company in a research report on Wednesday, February 4th. Seven investment analysts have rated the stock with a Buy rating, thirty-three have issued a Hold rating and five have given a Sell rating to the company. According to MarketBeat, PayPal has a consensus rating of “Hold” and an average target price of $56.47.

Insider Transactions at PayPal

In other news, insider Frank Keller sold 10,732 shares of the business’s stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $49.96, for a total transaction of $536,170.72. Following the completion of the sale, the insider owned 41,567 shares in the company, valued at $2,076,687.32. The trade was a 20.52% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Suzan Kereere sold 13,515 shares of the stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $46.02, for a total value of $621,960.30. Following the transaction, the insider owned 30,983 shares in the company, valued at approximately $1,425,837.66. This trade represents a 30.37% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 99,677 shares of company stock worth $4,433,834 over the last quarter. Company insiders own 0.63% of the company’s stock.

PayPal Price Performance

NASDAQ:PYPL opened at $46.25 on Thursday. The company has a market cap of $41.61 billion, a P/E ratio of 8.68, a P/E/G ratio of 1.34 and a beta of 1.39. The firm’s fifty day moving average price is $46.77 and its two-hundred day moving average price is $54.14. PayPal Holdings, Inc. has a one year low of $38.46 and a one year high of $79.50. The company has a debt-to-equity ratio of 0.47, a current ratio of 1.26 and a quick ratio of 1.29.

PayPal (NASDAQ:PYPL) last posted its earnings results on Tuesday, May 5th. The credit services provider reported $1.34 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.27 by $0.07. The company had revenue of $8.35 billion during the quarter, compared to analysts’ expectations of $8.05 billion. PayPal had a net margin of 15.00% and a return on equity of 25.02%. PayPal’s quarterly revenue was up 7.2% compared to the same quarter last year. During the same quarter last year, the company posted $1.33 EPS. Equities analysts expect that PayPal Holdings, Inc. will post 5.31 earnings per share for the current year.

PayPal Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 25th. Shareholders of record on Thursday, June 4th will be given a dividend of $0.14 per share. The ex-dividend date is Thursday, June 4th. This represents a $0.56 annualized dividend and a yield of 1.2%. PayPal’s dividend payout ratio (DPR) is 10.35%.

PayPal 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.