Yong Rong HK Asset Management Ltd Makes New $32.06 Million Investment in PayPal Holdings, Inc. $PYPL

Yong Rong HK Asset Management Ltd purchased a new stake in PayPal Holdings, Inc. (NASDAQ:PYPL) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 478,000 shares of the credit services provider’s stock, valued at approximately $32,055,000. PayPal accounts for approximately 9.0% of Yong Rong HK Asset Management Ltd’s investment portfolio, making the stock its 6th biggest position. Yong Rong HK Asset Management Ltd owned about 0.05% of PayPal at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in PYPL. Hilltop National Bank acquired a new position in PayPal during the second quarter worth about $27,000. MUFG Securities EMEA plc lifted its stake in shares of PayPal by 100.4% in the second quarter. MUFG Securities EMEA plc now owns 385 shares of the credit services provider’s stock worth $29,000 after acquiring an additional 87,524 shares during the period. Cloud Capital Management LLC bought a new position in PayPal during the third quarter worth $30,000. VSM Wealth Advisory LLC acquired a new stake in PayPal during the second quarter worth approximately $36,000. Finally, Total Investment Management Inc. acquired a new stake in PayPal in the second quarter worth $38,000. Institutional investors own 68.32% of the company’s stock.

Key Headlines Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Cantor Fitzgerald upgraded PayPal, offering a near-term supportive data point that some investors may view as a counterbalance to recent negative analyst actions. PayPal (NASDAQ:PYPL) Upgraded at Cantor Fitzgerald
• Positive Sentiment: Bullish commentary (The Motley Fool) argues 2026 could be a breakout year for PayPal driven by a large new partnership and product momentum—this is a thematic positive for longer-term investor sentiment. Prediction: 2026 Will Be the Year of PayPal
• Neutral Sentiment: Analysts and previews emphasize that PayPal’s Q4 earnings (Feb. 3) and forward guidance are the next major catalysts — results could swing the stock either way depending on volumes, margins and guidance. Paypal (PYPL) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
• Neutral Sentiment: Coverage highlighting PayPal’s role in shaping the Nasdaq-100 digital commerce narrative underscores strategic importance but is not an immediate price driver. PayPal (NASDAQ:PYPL) Shapes Nasdaq 100 Index Narrative on Digital Commerce
• Neutral Sentiment: Macro and industry discussions (e.g., bitcoin commentary from a former PayPal executive) are interesting context but have limited direct impact on PYPL near-term performance. Bitcoin Could Hit $1.1 Million To $1.5M, Former PayPal President Says
• Negative Sentiment: Rothschild & Co Redburn downgraded PayPal to a Sell/strong-sell stance — a high-profile downgrade that has been cited as a primary driver of the intraday weakness. Rothschild & Co Redburn Downgrades PayPal (NASDAQ:PYPL) to Sell
• Negative Sentiment: Multiple firms have trimmed targets or warned on volumes (HSBC cut its price target; Truist lowered its PT and flagged difficult volume comps), increasing downward pressure on consensus expectations. HSBC Lowers PayPal (NASDAQ:PYPL) Price Target to $72.00
• Negative Sentiment: Analyst-driven sell-side momentum has pushed shares to a new 52-week low and produced several short-term sell calls — accelerating the decline and higher trading volume. PayPal (NASDAQ:PYPL) Hits New 52-Week Low on Analyst Downgrade
• Negative Sentiment: Analysts and commentators note a ~23% three‑month slide driven by competition, tariffs and rising expenses; while product initiatives offer hope, near-term operational headwinds are pressuring multiples. PayPal Plunges 23.3% in 3 Months: Time to Buy, Sell or Hold the Stock?

Insider Buying and Selling at PayPal

In related news, EVP Aaron Webster sold 9,282 shares of the business’s stock in a transaction that occurred on Monday, November 10th. The stock was sold at an average price of $66.29, for a total transaction of $615,303.78. Following the completion of the transaction, the executive vice president directly owned 35,699 shares in the company, valued at approximately $2,366,486.71. The trade was a 20.64% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Suzan Kereere sold 12,500 shares of PayPal stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $68.87, for a total transaction of $860,875.00. Following the completion of the sale, the insider owned 30,983 shares in the company, valued at approximately $2,133,799.21. This represents a 28.75% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 25,944 shares of company stock worth $1,725,233 over the last quarter. 0.08% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on PYPL. President Capital cut their price objective on shares of PayPal from $91.00 to $80.00 and set a “buy” rating on the stock in a report on Tuesday, November 25th. Citigroup cut their price target on PayPal from $78.00 to $60.00 and set a “neutral” rating for the company in a report on Monday, January 5th. Sanford C. Bernstein reiterated a “market perform” rating on shares of PayPal in a research report on Wednesday, December 17th. UBS Group decreased their target price on shares of PayPal from $80.00 to $65.00 in a report on Wednesday, December 24th. Finally, Daiwa Capital Markets downgraded PayPal from an “outperform” rating to a “neutral” rating and dropped their price target for the company from $77.00 to $61.00 in a research report on Tuesday, January 13th. Twelve investment analysts have rated the stock with a Buy rating, twenty-four have given a Hold rating and six have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $73.10.

PayPal Stock Down 0.8%

Shares of NASDAQ:PYPL opened at $52.69 on Friday. The stock’s 50-day moving average is $59.03 and its 200 day moving average is $65.50. The company has a market cap of $49.30 billion, a PE ratio of 10.56, a P/E/G ratio of 0.66 and a beta of 1.42. The company has a debt-to-equity ratio of 0.56, a current ratio of 1.34 and a quick ratio of 1.34. PayPal Holdings, Inc. has a 1 year low of $52.06 and a 1 year high of $90.40.

PayPal (NASDAQ:PYPL) last posted its quarterly earnings results on Tuesday, October 28th. The credit services provider reported $1.34 EPS for the quarter, beating analysts’ consensus estimates of $1.20 by $0.14. PayPal had a net margin of 14.96% and a return on equity of 25.64%. The firm had revenue of $8.42 billion for the quarter, compared to analysts’ expectations of $8.21 billion. During the same quarter in the prior year, the company posted $1.20 earnings per share. The business’s revenue for the quarter was up 7.3% on a year-over-year basis. Sell-side analysts anticipate that PayPal Holdings, Inc. will post 5.03 EPS for the current year.

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.