Sivia Capital Partners LLC Acquires Shares of 13,139 PayPal Holdings, Inc. $PYPL

Sivia Capital Partners LLC purchased a new position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 13,139 shares of the credit services provider’s stock, valued at approximately $767,000.

Several other large investors also recently modified their holdings of PYPL. Norges Bank purchased a new stake in shares of PayPal during the 4th quarter worth approximately $949,758,000. Vanguard Group Inc. boosted its holdings in PayPal by 6.5% in 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 buying an additional 5,534,462 shares during the period. Dimensional Fund Advisors LP boosted its holdings in PayPal by 35.9% in the 3rd quarter. Dimensional Fund Advisors LP now owns 8,177,536 shares of the credit services provider’s stock valued at $548,520,000 after purchasing an additional 2,160,227 shares during the period. Two Sigma Investments LP bought a new position in PayPal in the 3rd quarter valued at $97,794,000. Finally, Invesco Ltd. boosted its holdings in PayPal by 10.9% in the 3rd 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 during the period. Hedge funds and other institutional investors own 68.32% of the company’s stock.

PayPal News Summary

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal is pushing into AI-driven commerce through a new partnership around Hey Savi and Debenhams, reinforcing its role in next-generation checkout and payments. PayPal Bets On AI Agentic Commerce With Hey Savi And Debenhams
• Positive Sentiment: Analysts and valuation-focused commentary continue to argue that PYPL may be undervalued on earnings, with some seeing it as an asymmetric fintech opportunity despite recent volatility. Is PayPal the Ultimate Asymmetric Fintech Bet at 8x Earnings?
• Neutral Sentiment: PayPal presented at the Evercore Global TMT Conference, which may have provided updates on strategy and execution, but no major new catalyst was evident from the headline alone. PayPal Holdings, Inc. (PYPL) Presents at 2026 Evercore Global TMT Conference Transcript
• Neutral Sentiment: Several recent market articles continue to frame PYPL as a stock still working through post-earnings digestion, with attention on whether it can rebound after recent weakness. Paypal (PYPL) Down 7.9% Since Last Earnings Report: Can It Rebound?
• Negative Sentiment: Three PayPal insiders sold shares this week, including Frank Keller, Suzan Kereere, and Chris Natali; while the sales were under 10b5-1 plans, insider selling can still add to caution around the stock. Insider trade details
• Negative Sentiment: Recent coverage also points to leadership changes, margin pressure, and uncertainty around PayPal’s operating reset, which appears to be weighing on investor sentiment. PayPal slides 4.3% as investors weigh leadership shakeup and ongoing margin concerns

Analyst Upgrades and Downgrades

PYPL has been the subject of a number of research analyst reports. Canaccord Genuity Group reaffirmed a “hold” rating and set a $42.00 price objective on shares of PayPal in a report on Wednesday, May 20th. Needham & Company LLC reiterated a “hold” rating on shares of PayPal in a research report on Tuesday, May 5th. Mizuho reiterated a “neutral” rating and issued a $50.00 target price (down from $60.00) on shares of PayPal in a research report on Thursday, April 16th. Deutsche Bank Aktiengesellschaft decreased their price objective on shares of PayPal from $50.00 to $45.00 in a research report on Monday, May 11th. Finally, KGI Securities restated a “hold” rating and issued a $55.00 price objective on shares of PayPal in a research report on Monday, March 2nd. Eight analysts have rated the stock with a Buy rating, thirty-two have assigned a Hold rating and five have issued a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $55.85.

PayPal Trading Up 0.3%

Shares of NASDAQ PYPL opened at $42.75 on Friday. The company has a debt-to-equity ratio of 0.47, a quick ratio of 1.26 and a current ratio of 1.26. The firm’s 50 day moving average price is $46.27 and its 200-day moving average price is $50.66. PayPal Holdings, Inc. has a 52-week low of $38.46 and a 52-week high of $79.50. The company has a market cap of $37.71 billion, a PE ratio of 8.02, a P/E/G ratio of 1.07 and a beta of 1.34.

PayPal (NASDAQ:PYPL) last announced its earnings results on Tuesday, May 5th. The credit services provider reported $1.34 EPS for the quarter, beating analysts’ consensus estimates of $1.27 by $0.07. The business 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%. The firm’s revenue was up 7.2% on a year-over-year basis. During the same period in the prior year, the company earned $1.33 earnings per share. On average, equities research analysts expect that PayPal Holdings, Inc. will post 5.3 EPS for the current fiscal year.

PayPal Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 25th. Stockholders of record on Thursday, June 4th will be paid a $0.14 dividend. The ex-dividend date of this dividend is Thursday, June 4th. This represents a $0.56 annualized dividend and a dividend yield of 1.3%. PayPal’s dividend payout ratio is currently 10.51%.

Insider Activity

In other PayPal news, insider Suzan Kereere sold 3,379 shares of the firm’s stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $42.79, for a total transaction of $144,587.41. Following the transaction, the insider owned 30,983 shares of the company’s stock, valued at approximately $1,325,762.57. This trade represents a 9.83% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Frank Keller sold 4,612 shares of the firm’s stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $42.54, for a total transaction of $196,194.48. Following the transaction, the insider directly owned 41,567 shares in the company, valued at $1,768,260.18. This trade represents a 9.99% 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. Over the last quarter, insiders have sold 20,612 shares of company stock valued at $966,623. 0.63% 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.