PayPal Holdings, Inc. $PYPL Shares Acquired by Grantham Mayo Van Otterloo & Co. LLC

Grantham Mayo Van Otterloo & Co. LLC lifted its holdings in PayPal Holdings, Inc. (NASDAQ:PYPL) by 2.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 546,388 shares of the credit services provider’s stock after buying an additional 13,890 shares during the period. Grantham Mayo Van Otterloo & Co. LLC owned approximately 0.06% of PayPal worth $36,641,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently bought and sold shares of the business. Brighton Jones LLC lifted its stake in PayPal by 15.2% in the 4th quarter. Brighton Jones LLC now owns 6,989 shares of the credit services provider’s stock worth $596,000 after purchasing an additional 924 shares in the last quarter. Revolve Wealth Partners LLC acquired a new stake in shares of PayPal in the fourth quarter valued at approximately $248,000. Sivia Capital Partners LLC lifted its position in PayPal by 41.5% during the second quarter. Sivia Capital Partners LLC now owns 4,470 shares of the credit services provider’s stock worth $332,000 after buying an additional 1,310 shares in the last quarter. United Bank boosted its stake in PayPal by 40.1% during the second quarter. United Bank now owns 17,388 shares of the credit services provider’s stock worth $1,292,000 after buying an additional 4,974 shares during the last quarter. Finally, Assetmark Inc. grew its holdings in PayPal by 287.0% in the 2nd quarter. Assetmark Inc. now owns 5,696 shares of the credit services provider’s stock valued at $423,000 after buying an additional 4,224 shares in the last quarter. Hedge funds and other institutional investors own 68.32% of the company’s stock.

PayPal Price Performance

PYPL stock opened at $46.98 on Friday. The business’s fifty day moving average price is $50.26 and its 200 day moving average price is $60.58. PayPal Holdings, Inc. has a 12-month low of $38.46 and a 12-month high of $79.50. The company has a current ratio of 1.29, a quick ratio of 1.29 and a debt-to-equity ratio of 0.49. The company has a market capitalization of $43.25 billion, a PE ratio of 8.68, a P/E/G ratio of 1.10 and a beta of 1.43.

PayPal (NASDAQ:PYPL) last released its earnings results on Tuesday, February 3rd. The credit services provider reported $1.23 earnings per share for the quarter, missing the consensus estimate of $1.29 by ($0.06). The firm had revenue of $8.68 billion during the quarter, compared to analyst estimates of $8.82 billion. PayPal had a net margin of 15.77% and a return on equity of 25.42%. The business’s revenue was up 4.0% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.19 earnings per share. On average, sell-side analysts anticipate that PayPal Holdings, Inc. will post 5.03 EPS for the current year.

PayPal Announces Dividend

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

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on the company. HSBC lowered PayPal from a “buy” rating to a “hold” rating and set a $47.00 price target on the stock. in a report on Wednesday, February 4th. William Blair restated a “market perform” rating on shares of PayPal in a research report on Tuesday, February 3rd. Daiwa Securities Group reduced their target price on shares of PayPal from $61.00 to $42.00 and set a “neutral” rating on the stock in a research note on Tuesday, February 10th. Needham & Company LLC reiterated a “hold” rating on shares of PayPal in a report on Tuesday, February 3rd. Finally, UBS Group reissued a “neutral” rating and issued a $44.00 price target on shares of PayPal in a research note on Wednesday, February 4th. Eight analysts have rated the stock with a Buy rating, thirty-one have given a Hold rating and six have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $59.03.

PayPal News Summary

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Concrete PYUSD use case: PayPal’s partnership to enable digital‑asset settlement of freight invoices with TCS Blockchain gives PYUSD a real B2B payments application that could add transaction volume and fee opportunities. Read More.
• Positive Sentiment: Stablecoin narrative supports adoption: industry reports show the stablecoin market concentrating around a few players, highlighting PYUSD’s growing relevance vs. smaller alternatives. This supports PayPal’s strategic push into tokenized payments. Read More.
• Neutral Sentiment: Analyst coverage with limited upside: Bank of America started coverage with a “neutral” rating and a $48 target, signaling attention but only modest upside from current levels. Read More.
• Neutral Sentiment: Re‑rating / valuation debate: Multiple market writeups are re‑evaluating PayPal after the share reset — this keeps the stock in focus and boosts trading volume but produces mixed buy/hold views. Read More.
• Negative Sentiment: Major legal overhang — several law firms have filed or solicited plaintiffs for securities class actions alleging PayPal misled investors about growth and guidance; lead‑plaintiff deadlines (April 20, 2026) intensify litigation risk and potential settlement costs. Read More.
• Negative Sentiment: Insider selling: Several senior executives have disclosed sizable sales (EVP Frank Keller, CAO Chris Natali and others), which investors often interpret as a near‑term negative signal. Read More.
• Negative Sentiment: Short interest rising and recent downgrades: Reports show increased short interest and fresh downgrades / cautious price targets following PayPal’s Q4 revenue and EPS miss, which remain central to the bearish case. Read More. • Read More.

Insiders Place Their Bets

In other news, insider Suzan Kereere sold 13,515 shares of the company’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $46.02, for a total transaction of $621,960.30. Following the sale, the insider owned 30,983 shares of the company’s stock, valued at approximately $1,425,837.66. This represents a 30.37% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Frank Keller sold 29,581 shares of the stock in a transaction on Tuesday, March 3rd. The shares were 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 in the company, valued at approximately $2,373,113.34. The trade was a 36.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 87,608 shares of company stock worth $3,831,535 in the last ninety days. 0.08% of the stock is 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.