Elo Mutual Pension Insurance Co Has $10.76 Million Stake in PayPal Holdings, Inc. $PYPL

Elo Mutual Pension Insurance Co grew its position in PayPal Holdings, Inc. (NASDAQ:PYPL) by 38.5% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 160,452 shares of the credit services provider’s stock after buying an additional 44,640 shares during the quarter. Elo Mutual Pension Insurance Co’s holdings in PayPal were worth $10,760,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. National Pension Service grew its position in PayPal by 1.8% in the third quarter. National Pension Service now owns 2,855,897 shares of the credit services provider’s stock valued at $191,516,000 after acquiring an additional 51,268 shares during the last quarter. Merit Financial Group LLC grew its stake in shares of PayPal by 15.5% during the third quarter. Merit Financial Group LLC now owns 164,901 shares of the credit services provider’s stock worth $11,058,000 after buying an additional 22,139 shares during the last quarter. Nordea Investment Management AB grew its stake in shares of PayPal by 7.9% during the third quarter. Nordea Investment Management AB now owns 4,292,583 shares of the credit services provider’s stock worth $291,338,000 after buying an additional 313,180 shares during the last quarter. Rakuten Investment Management Inc. acquired a new position in shares of PayPal during the third quarter worth $13,210,000. Finally, Ariose Capital Management Ltd lifted its stake in shares of PayPal by 347.0% in the 3rd quarter. Ariose Capital Management Ltd now owns 193,100 shares of the credit services provider’s stock valued at $12,949,000 after acquiring an additional 149,898 shares during the last quarter. 68.32% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on PYPL. BTIG Research restated a “neutral” rating on shares of PayPal in a report on Tuesday, February 3rd. Sanford C. Bernstein reissued a “market perform” rating on shares of PayPal in a research note on Tuesday, February 24th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of PayPal in a report on Thursday, January 22nd. JPMorgan Chase & Co. decreased their target price on shares of PayPal from $70.00 to $46.00 and set a “neutral” rating for the company in a research report on Wednesday, February 4th. Finally, Piper Sandler dropped their price target on shares of PayPal from $76.00 to $74.00 and set a “neutral” rating on the stock in a research report on Wednesday, January 14th. Eight research analysts have rated the stock with a Buy rating, thirty have assigned a Hold rating and six have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $60.21.

PayPal News Roundup

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 Stock Performance

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

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

PayPal Dividend Announcement

The company also recently declared 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. This represents a $0.56 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend is Wednesday, March 4th. PayPal’s dividend payout ratio (DPR) is presently 10.35%.

Insider Buying and Selling

In other news, CAO Chris Natali sold 1,213 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $40.49, for a total value of $49,114.37. Following the transaction, the chief accounting officer owned 404 shares in the company, valued at $16,357.96. The trade was a 75.02% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Suzan Kereere sold 37,613 shares of PayPal stock in a transaction on 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 owned 30,983 shares in the company, valued at $1,285,484.67. This trade represents a 54.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 42,304 shares of company stock worth $1,749,493. 0.08% of the stock is owned by insiders.

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.