Mizuho Markets Cayman LP Cuts Stake in PayPal Holdings, Inc. $PYPL

Mizuho Markets Cayman LP reduced its holdings in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 64.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 85,876 shares of the credit services provider’s stock after selling 158,844 shares during the period. Mizuho Markets Cayman LP’s holdings in PayPal were worth $5,759,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in the business. Cloud Capital Management LLC bought a new stake in shares of PayPal in the 3rd quarter worth approximately $30,000. Kelleher Financial Advisors bought a new position in shares of PayPal during the 3rd quarter valued at $30,000. True Wealth Design LLC grew its holdings in shares of PayPal by 285.3% during the 3rd quarter. True Wealth Design LLC now owns 524 shares of the credit services provider’s stock valued at $35,000 after purchasing an additional 388 shares during the last quarter. VSM Wealth Advisory LLC purchased a new position in PayPal in the 2nd quarter worth $36,000. Finally, Dagco Inc. raised its position in PayPal by 1,250.0% in the 3rd quarter. Dagco Inc. now owns 540 shares of the credit services provider’s stock worth $36,000 after purchasing an additional 500 shares during the period. 68.32% of the stock is owned by hedge funds and other institutional investors.

PayPal Price Performance

PYPL stock opened at $46.13 on Wednesday. The stock has a market capitalization of $42.47 billion, a price-to-earnings ratio of 8.53, a PEG ratio of 1.35 and a beta of 1.43. The firm’s 50-day moving average price is $48.36 and its two-hundred day moving average price is $59.33. The company has a current ratio of 1.29, a quick ratio of 1.29 and a debt-to-equity ratio of 0.49. PayPal Holdings, Inc. has a 12-month low of $38.46 and a 12-month high of $79.50.

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). PayPal had a return on equity of 25.42% and a net margin of 15.77%.The firm had revenue of $8.68 billion for the quarter, compared to analysts’ expectations of $8.82 billion. During the same quarter in the prior year, the company posted $1.19 earnings per share. The business’s revenue for the quarter was up 4.0% on a year-over-year basis. As a group, equities analysts predict that PayPal Holdings, Inc. will post 5.03 earnings per share for the current year.

PayPal Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, March 25th. Stockholders of record on Wednesday, March 4th will be paid a dividend of $0.14 per share. The ex-dividend date of this dividend is Wednesday, March 4th. This represents a $0.56 annualized dividend and a dividend yield of 1.2%. PayPal’s payout ratio is 10.35%.

Insider Activity at PayPal

In related news, EVP Frank Keller sold 29,581 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The stock was 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 $2,373,113.34. This trade represents a 36.45% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CAO Chris Natali sold 2,208 shares of PayPal stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $44.73, for a total transaction of $98,763.84. Following the completion of the sale, the chief accounting officer owned 1,140 shares in the company, valued at approximately $50,992.20. This trade represents a 65.95% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 87,608 shares of company stock worth $3,831,535 over the last quarter. 0.08% of the stock is owned by corporate insiders.

Key Stories Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal rolled out PayPal USD (PYUSD) to 70 markets, enabling customers and merchants to buy, hold, send and receive a dollar‑backed stablecoin inside PayPal accounts — promising faster, lower‑cost cross‑border transfers and quicker merchant settlement, which could deepen PayPal’s role in global payments and open new revenue/transaction flows. PAYPAL BRINGS PAYPAL USD TO USERS ACROSS 70 MARKETS
• Neutral Sentiment: Analyst and market commentary note mixed outlook — valuation looks cheap (low P/E) but PayPal needs tangible execution to restore growth; the next earnings report (early May) is widely viewed as the key near‑term catalyst. Why PayPal’s Rally Faded—And What Could Restart It
• Negative Sentiment: Multiple law firms have filed or are soliciting plaintiffs for securities class actions tied to the company’s Feb. 3 Q4/FY2025 results and abrupt CEO departure; these suits allege misstatements about growth and have spawned a wave of deadline notices that could increase legal costs and distract management. PayPal Holdings (PYPL) Faces Securities Class Action Amid $9 Billion Market Cap Wipeout, CEO Departure — Hagens Berman
• Negative Sentiment: Multiple additional firms (Kirby McInerney, Rosen, Pomerantz, Faruqi, Robbins Geller, etc.) are issuing investor alerts and lead‑plaintiff deadlines (April 20, 2026), keeping negative headlines and potential litigation exposure in the news cycle. PYPL INVESTOR ALERT: Contact Kirby McInerney LLP About Securities Class Action Lawsuit

Analyst Upgrades and Downgrades

Several research firms have issued reports on PYPL. Bank of America began coverage on shares of PayPal in a research report on Thursday, March 5th. They set a “neutral” rating and a $48.00 price target for the company. Weiss Ratings reiterated a “hold (c)” rating on shares of PayPal in a report on Thursday, January 22nd. UBS Group reissued a “neutral” rating and issued a $44.00 target price on shares of PayPal in a research note on Wednesday, February 4th. Sanford C. Bernstein restated a “market perform” rating on shares of PayPal in a report on Tuesday, February 24th. Finally, JPMorgan Chase & Co. reduced their price target on PayPal from $70.00 to $46.00 and set a “neutral” rating on the stock in a research report on Wednesday, February 4th. Eight investment analysts have rated the stock with a Buy rating, thirty-one have assigned a Hold rating and six have issued a Sell rating to the stock. According to data from MarketBeat, PayPal presently has a consensus rating of “Hold” and a consensus target price of $59.03.

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.