PayPal Holdings, Inc. $PYPL Shares Sold by Coatue Management LLC

Coatue Management LLC lowered its holdings in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 24.9% during the third quarter, HoldingsChannel.com reports. The firm owned 5,237,984 shares of the credit services provider’s stock after selling 1,732,838 shares during the period. PayPal makes up approximately 0.9% of Coatue Management LLC’s holdings, making the stock its 29th largest holding. Coatue Management LLC’s holdings in PayPal were worth $351,259,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Brighton Jones LLC raised its stake in shares of PayPal by 15.2% during the 4th quarter. Brighton Jones LLC now owns 6,989 shares of the credit services provider’s stock worth $596,000 after buying an additional 924 shares during the period. Revolve Wealth Partners LLC acquired a new stake in PayPal in the 4th quarter valued at $248,000. Sivia Capital Partners LLC grew its stake in PayPal by 41.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 4,470 shares of the credit services provider’s stock valued at $332,000 after acquiring an additional 1,310 shares during the period. United Bank increased its holdings in PayPal by 40.1% in the 2nd quarter. United Bank now owns 17,388 shares of the credit services provider’s stock worth $1,292,000 after acquiring an additional 4,974 shares in the last quarter. Finally, Boston Partners purchased a new stake in PayPal in the 2nd quarter worth $939,000. 68.32% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, CAO Chris Natali sold 2,208 shares of the stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $44.73, for a total value of $98,763.84. Following the completion of the sale, the chief accounting officer owned 1,140 shares of the company’s stock, valued at approximately $50,992.20. This trade represents a 65.95% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Frank Keller sold 29,581 shares of PayPal stock in a transaction that occurred 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 transaction, 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 position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 87,608 shares of company stock valued at $3,831,535 in the last ninety days. 0.08% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

Several research firms have issued reports on PYPL. Wall Street Zen downgraded shares of PayPal from a “buy” rating to a “hold” rating in a report on Sunday, January 18th. Deutsche Bank Aktiengesellschaft cut their target price on shares of PayPal from $75.00 to $65.00 and set a “hold” rating for the company in a research note on Friday, December 5th. Dbs Bank upgraded shares of PayPal to a “hold” rating in a research report on Friday, February 6th. Monness Crespi & Hardt lowered shares of PayPal from a “buy” rating to a “neutral” rating in a research note on Monday, January 5th. Finally, Mizuho set a $60.00 price objective on PayPal in a report on Wednesday, February 4th. Eight investment analysts have rated the stock with a Buy rating, thirty-one have given a Hold rating and six have given a Sell rating to the stock. According to data from MarketBeat.com, PayPal has a consensus rating of “Hold” and a consensus target price of $59.03.

Key Stories Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal has been included in Mastercard’s new crypto partner program alongside firms like Binance and Ripple, which supports its PYUSD/stablecoin and payments roadmap and could help revenue diversification if partnerships scale. Binance, Ripple, PayPal join Mastercard’s 85+ partner crypto initiative
• Positive Sentiment: Valuation looks attractive to some investors and analysts: recent coverage highlights a low P/E and price targets above current levels, which can attract value buyers if execution stabilizes. Why PayPal’s Rally Faded—And What Could Restart It
• Neutral Sentiment: Macro and crypto market moves are creating mixed flows: regulatory alignment between the CFTC and SEC and episodic crypto volatility are shaping sentiment for payments/crypto plays like PayPal. This is a backdrop rather than an immediate company-specific catalyst. Crypto Currents: CFTC affirms crypto oversight alignment with SEC
• Negative Sentiment: Multiple securities class-action filings and numerous law‑firm alerts allege PayPal misled investors about growth and guidance (class period cited Feb 25, 2025–Feb 2, 2026). Firms are soliciting lead‑plaintiff motions with an April 20, 2026 deadline — this litigation wave increases legal risk, potential costs, and investor uncertainty. PayPal Holdings (PYPL) Faces Securities Class Action Amid $9 Billion Market Cap Wipeout, CEO Departure — Hagens Berman
• Negative Sentiment: Competition and management turnover remain immediate execution risks: coverage notes weak Feb results, cautious guidance, and the CEO departure — all drivers behind the recent selloff and continued skepticism until clear operational improvement is shown. Why PayPal’s Rally Faded—And What Could Restart It
• Negative Sentiment: High-profile commentary suggests competitive pressure from other payment/fintech platforms and actions by industry figures (e.g., Elon Musk) could further compress PayPal’s growth in key consumer/payment corridors. Elon Musk just made things uncomfortable for PayPal and Cash App

PayPal Price Performance

PayPal stock opened at $44.90 on Friday. PayPal Holdings, Inc. has a 52-week low of $38.46 and a 52-week high of $79.50. The firm has a market capitalization of $41.34 billion, a price-to-earnings ratio of 8.30, a PEG ratio of 1.34 and a beta of 1.43. The company has a fifty day simple moving average of $48.91 and a 200-day simple moving average of $59.75. The company has a quick ratio of 1.29, a current ratio of 1.29 and a debt-to-equity ratio of 0.49.

PayPal (NASDAQ:PYPL) last posted its quarterly 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 business had revenue of $8.68 billion during the quarter, compared to analysts’ expectations of $8.82 billion. PayPal had a return on equity of 25.42% and a net margin of 15.77%.The business’s quarterly revenue was up 4.0% on a year-over-year basis. During the same period in the prior year, the business posted $1.19 earnings per share. On average, equities analysts anticipate that PayPal Holdings, Inc. will post 5.03 EPS for the current fiscal year.

PayPal Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 25th. Shareholders of record on Wednesday, March 4th will be issued a $0.14 dividend. The ex-dividend date is Wednesday, March 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%.

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.