Robeco Institutional Asset Management B.V. Reduces Stock Position in PayPal Holdings, Inc. $PYPL

Robeco Institutional Asset Management B.V. trimmed its position in PayPal Holdings, Inc. (NASDAQ:PYPL) by 32.6% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,861,717 shares of the credit services provider’s stock after selling 1,864,978 shares during the quarter. Robeco Institutional Asset Management B.V.’s holdings in PayPal were worth $258,967,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Brighton Jones LLC increased its holdings 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 buying an additional 924 shares during the period. Revolve Wealth Partners LLC purchased a new stake in shares of PayPal in the 4th quarter valued at $248,000. UniSuper Management Pty Ltd increased its stake in shares of PayPal by 10.4% in the first quarter. UniSuper Management Pty Ltd now owns 73,798 shares of the credit services provider’s stock worth $4,815,000 after acquiring an additional 6,932 shares during the period. Kestra Investment Management LLC increased its stake in shares of PayPal by 371.5% in the first quarter. Kestra Investment Management LLC now owns 6,158 shares of the credit services provider’s stock worth $401,000 after acquiring an additional 4,852 shares during the period. Finally, Ashton Thomas Private Wealth LLC raised its holdings in shares of PayPal by 80.5% during the first quarter. Ashton Thomas Private Wealth LLC now owns 39,027 shares of the credit services provider’s stock worth $2,547,000 after purchasing an additional 17,406 shares during the last quarter. Institutional investors and hedge funds own 68.32% of the company’s stock.

PayPal Stock Performance

Shares of PYPL stock opened at $59.29 on Tuesday. The company has a current ratio of 1.34, a quick ratio of 1.34 and a debt-to-equity ratio of 0.56. PayPal Holdings, Inc. has a 12-month low of $55.85 and a 12-month high of $93.25. The business’s 50 day moving average is $62.48 and its two-hundred day moving average is $67.75. The company has a market capitalization of $55.47 billion, a P/E ratio of 11.88, a P/E/G ratio of 0.72 and a beta of 1.42.

PayPal (NASDAQ:PYPL) last posted its quarterly earnings data 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 return on equity of 25.64% and a net margin of 14.96%.The business had revenue of $8.42 billion during the quarter, compared to analysts’ expectations of $8.21 billion. During the same period in the previous year, the business earned $1.20 earnings per share. The business’s revenue was up 7.3% compared to the same quarter last year. PayPal has set its Q4 2025 guidance at 1.270-1.310 EPS and its FY 2025 guidance at 5.350-5.390 EPS. Analysts expect that PayPal Holdings, Inc. will post 5.03 EPS for the current fiscal year.

PayPal Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, December 10th. Shareholders of record on Wednesday, November 19th were given a dividend of $0.14 per share. The ex-dividend date was Wednesday, November 19th. This represents a $0.56 dividend on an annualized basis and a yield of 0.9%. PayPal’s dividend payout ratio is currently 11.22%.

Insider Activity at PayPal

In other news, EVP Aaron Webster sold 9,282 shares of PayPal stock in a transaction dated Monday, November 10th. The shares were sold at an average price of $66.29, for a total value of $615,303.78. Following the sale, the executive vice president owned 35,699 shares in the company, valued at $2,366,486.71. This trade represents a 20.64% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Suzan Kereere sold 12,500 shares of the business’s stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $68.87, for a total transaction of $860,875.00. Following the sale, the insider directly owned 30,983 shares of the company’s stock, valued at $2,133,799.21. This represents a 28.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 36,156 shares of company stock valued at $2,432,524. 0.08% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several equities research analysts have commented on PYPL shares. HSBC upped their price target on shares of PayPal from $86.00 to $93.00 and gave the company a “buy” rating in a report on Wednesday, October 29th. Robert W. Baird restated a “neutral” rating and issued a $66.00 target price (down previously from $83.00) on shares of PayPal in a research note on Friday, December 12th. KeyCorp reaffirmed a “hold” rating on shares of PayPal in a report on Wednesday, October 22nd. Dbs Bank reduced their price target on PayPal from $75.00 to $70.00 and set a “hold” rating for the company in a research report on Thursday, November 13th. Finally, Evercore ISI lowered their price objective on PayPal from $75.00 to $65.00 and set an “in-line” rating on the stock in a research report on Monday, December 8th. Twelve research analysts have rated the stock with a Buy rating, twenty-three have assigned a Hold rating and four have given a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Hold” and an average target price of $77.09.

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.