PayPal Holdings, Inc. $PYPL Position Increased by Swedbank AB

Swedbank AB raised its holdings in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 1.6% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 948,406 shares of the credit services provider’s stock after buying an additional 14,777 shares during the period. Swedbank AB owned about 0.10% of PayPal worth $55,368,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Maia Wealth LLC boosted its stake in PayPal by 2.5% in the 3rd quarter. Maia Wealth LLC now owns 6,404 shares of the credit services provider’s stock worth $424,000 after purchasing an additional 155 shares during the period. Transatlantique Private Wealth LLC boosted its stake in PayPal by 2.9% in the 3rd quarter. Transatlantique Private Wealth LLC now owns 5,698 shares of the credit services provider’s stock worth $382,000 after purchasing an additional 159 shares during the period. Martin & Co. Inc. TN boosted its stake in PayPal by 0.3% in the 3rd quarter. Martin & Co. Inc. TN now owns 56,934 shares of the credit services provider’s stock worth $3,818,000 after purchasing an additional 175 shares during the period. Harrell Investment Partners LLC boosted its stake in PayPal by 2.0% in the 3rd quarter. Harrell Investment Partners LLC now owns 9,185 shares of the credit services provider’s stock worth $616,000 after purchasing an additional 184 shares during the period. Finally, RWA Wealth Partners LLC boosted its stake in PayPal by 0.7% in the 3rd quarter. RWA Wealth Partners LLC now owns 25,043 shares of the credit services provider’s stock worth $1,679,000 after purchasing an additional 184 shares during the period. 68.32% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

PYPL has been the subject of a number of recent analyst reports. BMO Capital Markets initiated coverage on shares of PayPal in a research note on Tuesday, April 21st. They issued a “market perform” rating and a $52.00 price objective for the company. Zacks Research raised shares of PayPal from a “strong sell” rating to a “hold” rating in a research note on Friday, April 17th. Evercore decreased their price objective on shares of PayPal from $65.00 to $40.00 and set an “in-line” rating for the company in a research note on Tuesday, February 3rd. Canaccord Genuity Group reaffirmed a “hold” rating and issued a $42.00 price objective (down from $100.00) on shares of PayPal in a research note on Wednesday, February 4th. Finally, Rothschild & Co Redburn decreased their price objective on shares of PayPal from $50.00 to $32.00 and set a “sell” rating for the company in a research note on Wednesday, February 11th. Seven investment analysts have rated the stock with a Buy rating, thirty-three have assigned a Hold rating and five have given a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus target price of $56.47.

Key Headlines Impacting 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

PayPal Stock Down 0.5%

PYPL stock opened at $46.25 on Thursday. PayPal Holdings, Inc. has a 12-month low of $38.46 and a 12-month high of $79.50. The company has a quick ratio of 1.29, a current ratio of 1.26 and a debt-to-equity ratio of 0.47. The company has a market cap of $41.61 billion, a price-to-earnings ratio of 8.68, a PEG ratio of 1.34 and a beta of 1.39. The company has a 50 day moving average of $46.77 and a two-hundred day moving average of $54.14.

PayPal (NASDAQ:PYPL) last released 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. PayPal had a net margin of 15.00% and a return on equity of 25.02%. The company had revenue of $8.35 billion during the quarter, compared to the consensus estimate of $8.05 billion. During the same quarter in the prior year, the firm earned $1.33 EPS. The company’s revenue was up 7.2% compared to the same quarter last year. On average, equities analysts anticipate that PayPal Holdings, Inc. will post 5.31 earnings per share for the current fiscal year.

PayPal Announces Dividend

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

Insiders Place Their Bets

In other PayPal news, CAO Chris Natali sold 1,337 shares of the stock in a transaction that occurred on Wednesday, April 29th. The shares were sold at an average price of $49.46, for a total value of $66,128.02. Following the completion of the sale, the chief accounting officer owned 1,586 shares in the company, valued at $78,443.56. This represents a 45.74% decrease in their position. The transaction was disclosed in a 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 10,732 shares of the firm’s stock in a transaction on Wednesday, April 29th. The shares were sold at an average price of $49.96, for a total transaction of $536,170.72. Following the transaction, the insider owned 41,567 shares in the company, valued at $2,076,687.32. This represents a 20.52% 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. Insiders sold a total of 99,677 shares of company stock worth $4,433,834 in the last quarter. 0.63% of the stock is currently owned by corporate insiders.

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.