PayPal Holdings, Inc. $PYPL Stake Lowered by Oppenheimer Asset Management Inc.

Oppenheimer Asset Management Inc. cut its holdings in PayPal Holdings, Inc. (NASDAQ:PYPL) by 24.0% in the fourth quarter, HoldingsChannel reports. The firm owned 76,616 shares of the credit services provider’s stock after selling 24,186 shares during the period. Oppenheimer Asset Management Inc.’s holdings in PayPal were worth $4,473,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of the business. Vanguard Group Inc. boosted its holdings in PayPal by 6.5% in the fourth quarter. Vanguard Group Inc. now owns 90,376,927 shares of the credit services provider’s stock worth $5,276,205,000 after purchasing an additional 5,534,462 shares in the last quarter. Capital Research Global Investors boosted its holdings in PayPal by 2.3% in the third quarter. Capital Research Global Investors now owns 27,953,803 shares of the credit services provider’s stock worth $1,874,637,000 after purchasing an additional 636,441 shares in the last quarter. Invesco Ltd. boosted its holdings in PayPal by 10.9% in the third quarter. Invesco Ltd. now owns 11,131,949 shares of the credit services provider’s stock worth $746,508,000 after purchasing an additional 1,093,365 shares in the last quarter. Amundi boosted its holdings in PayPal by 1.6% in the third quarter. Amundi now owns 8,493,311 shares of the credit services provider’s stock worth $605,488,000 after purchasing an additional 132,837 shares in the last quarter. Finally, Dimensional Fund Advisors LP boosted its holdings in PayPal by 35.9% in the third quarter. Dimensional Fund Advisors LP now owns 8,177,536 shares of the credit services provider’s stock worth $548,520,000 after purchasing an additional 2,160,227 shares in the last quarter. 68.32% of the stock is currently owned by institutional investors.

More PayPal News

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal announced a strategic reorganization into three operating units (Checkout & PayPal; Consumer Financial Services & Venmo; Payment Services & Crypto) and management changes intended to sharpen execution and make high‑growth assets easier to value or monetize. PayPal Announces Strategic Reorganization to Accelerate Growth
• Positive Sentiment: PayPal is making Venmo a standalone business unit with new leadership — a move investors view as unlocking optionality (spinoff/sale or clearer valuation of Venmo’s high‑growth profile). PayPal makes Venmo a separate unit as CEO Lores looks to boost growth
• Positive Sentiment: PayPal shows up in tokenization deals — partnerships (via Ondo Finance) to offer tokenized U.S. stocks/ETFs and regulated on‑chain securities widen PayPal’s institutional crypto footprint and product optionality. This supports revenue diversification if adoption scales. Wall Street Backing Fuels Ondo Finance Tokenization Across Global Markets
• Positive Sentiment: Coverage notes PayPal is consolidating crypto and payments capabilities (PYUSD, Braintree, crypto services) into clearer reporting lines — a structural push that could help monetize stablecoin and crypto services. Pension Funds, PayPal, and Policy: How 2026 Is Redrawing the Crypto Market Map
• Neutral Sentiment: Investors are focused on PayPal’s Q1 2026 earnings release (May 5). Execution, revenue growth and margin commentary will likely drive short‑term moves more than strategic headlines. PayPal Will Report Q1 Earnings on May 5 — Will a New CEO Save PYPL Stock?
• Neutral Sentiment: Wall Street still rates PYPL largely as a “Hold”; Bank of America recently raised its target while consensus price targets sit below prior highs — analyst views create mixed near‑term expectations. Are Wall Street Analysts Predicting PayPal Holdings Stock Will Climb or Sink?
• Negative Sentiment: Insider selling: CFO Frank Keller (10,732 shares) and CAO Chris Natali (1,337 shares) executed Rule 10b5‑1 sales late April. While pre‑arranged, these disclosures can add short‑term selling pressure and raise governance questions for some investors. PayPal (NASDAQ:PYPL) Insider Selling

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on PYPL shares. Rothschild & Co Redburn decreased their price objective on shares of PayPal from $50.00 to $32.00 and set a “sell” rating for the company in a report on Wednesday, February 11th. BMO Capital Markets started coverage on shares of PayPal in a report on Tuesday, April 21st. They issued a “market perform” rating and a $52.00 price objective for the company. KGI Securities reiterated a “hold” rating and issued a $55.00 price objective on shares of PayPal in a report on Monday, March 2nd. The Goldman Sachs Group decreased their price objective on shares of PayPal from $64.00 to $41.00 and set a “sell” rating for the company in a report on Wednesday, February 4th. Finally, HSBC lowered shares of PayPal from a “buy” rating to a “hold” rating and set a $47.00 target price for the company. in a research report on Wednesday, February 4th. Seven analysts have rated the stock with a Buy rating, thirty-three have given a Hold rating and five have given a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $56.55.

PayPal Stock Up 0.6%

PayPal stock opened at $50.44 on Friday. The firm has a market cap of $45.38 billion, a price-to-earnings ratio of 9.32, a P/E/G ratio of 1.45 and a beta of 1.39. The company has a debt-to-equity ratio of 0.49, a current ratio of 1.29 and a quick ratio of 1.29. PayPal Holdings, Inc. has a fifty-two week low of $38.46 and a fifty-two week high of $79.50. The firm has a fifty day moving average price of $46.63 and a two-hundred day moving average price of $54.53.

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 analysts’ consensus estimates of $1.29 by ($0.06). The firm had revenue of $8.68 billion for the quarter, compared to analyst estimates of $8.82 billion. PayPal had a return on equity of 25.42% and a net margin of 15.77%.The firm’s revenue was up 4.0% on a year-over-year basis. During the same period in the prior year, the firm earned $1.19 EPS. As a group, analysts forecast that PayPal Holdings, Inc. will post 5.31 earnings per share for the current year.

PayPal Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, March 25th. Stockholders of record on Wednesday, March 4th were given a dividend of $0.14 per share. The ex-dividend date of this dividend was Wednesday, March 4th. This represents a $0.56 dividend on an annualized basis and a dividend yield of 1.1%. PayPal’s dividend payout ratio is currently 10.35%.

Insider Activity

In other news, EVP Frank Keller sold 29,581 shares of the company’s stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $46.02, for a total transaction of $1,361,317.62. Following the completion of the transaction, the executive vice president owned 51,567 shares of the company’s stock, valued at approximately $2,373,113.34. This represents a 36.45% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CAO Chris Natali sold 2,208 shares of the company’s stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $44.73, for a total transaction of $98,763.84. Following the transaction, the chief accounting officer directly owned 1,140 shares of the company’s stock, valued at $50,992.20. This represents a 65.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 99,677 shares of company stock valued at $4,433,834. Insiders own 0.63% of the company’s stock.

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.