HS Management Partners LLC Trims Stock Holdings in PayPal Holdings, Inc. $PYPL

HS Management Partners LLC lessened its holdings in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 38.7% in the third quarter, Holdings Channel.com reports. The institutional investor owned 661,275 shares of the credit services provider’s stock after selling 417,625 shares during the quarter. PayPal makes up 5.8% of HS Management Partners LLC’s portfolio, making the stock its 3rd largest holding. HS Management Partners LLC’s holdings in PayPal were worth $44,345,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. GSB Wealth Management LLC boosted its stake in PayPal by 1.7% in the second quarter. GSB Wealth Management LLC now owns 8,160 shares of the credit services provider’s stock valued at $606,000 after acquiring an additional 140 shares during the period. Wedmont Private Capital boosted its position in PayPal by 1.6% during the 3rd quarter. Wedmont Private Capital now owns 9,157 shares of the credit services provider’s stock valued at $614,000 after purchasing an additional 142 shares during the period. Pitti Group Wealth Management LLC grew its stake in PayPal by 1.5% during the 2nd quarter. Pitti Group Wealth Management LLC now owns 10,233 shares of the credit services provider’s stock worth $761,000 after buying an additional 147 shares during the last quarter. Dakota Community Bank & Trust NA increased its position in PayPal by 8.7% in the second quarter. Dakota Community Bank & Trust NA now owns 1,840 shares of the credit services provider’s stock worth $137,000 after buying an additional 147 shares during the period. Finally, Falcon Wealth Planning increased its position in PayPal by 2.5% in the second quarter. Falcon Wealth Planning now owns 6,295 shares of the credit services provider’s stock worth $468,000 after buying an additional 156 shares during the period. Institutional investors and hedge funds own 68.32% of the company’s stock.

PayPal Price Performance

NASDAQ PYPL opened at $58.27 on Friday. PayPal Holdings, Inc. has a 12 month low of $55.85 and a 12 month high of $93.25. The firm has a market capitalization of $54.52 billion, a PE ratio of 11.68, a P/E/G ratio of 0.73 and a beta of 1.42. The company’s 50 day simple moving average is $61.80 and its 200 day simple moving average is $67.55. 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 (NASDAQ:PYPL) last released its earnings results on Tuesday, October 28th. The credit services provider reported $1.34 earnings per share for the quarter, topping 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 firm had revenue of $8.42 billion during the quarter, compared to the consensus estimate of $8.21 billion. During the same period in the prior year, the firm posted $1.20 earnings per share. The firm’s revenue for the quarter 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. As a group, equities research analysts forecast that PayPal Holdings, Inc. will post 5.03 EPS for the current fiscal year.

PayPal Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, December 10th. Shareholders of record on Wednesday, November 19th were given a $0.14 dividend. The ex-dividend date was Wednesday, November 19th. This represents a $0.56 annualized dividend and a yield of 1.0%. PayPal’s payout ratio is 11.22%.

Insider Buying and Selling at PayPal

In related news, EVP Aaron Webster sold 9,282 shares of the stock in a transaction that occurred on Monday, November 10th. The shares were sold at an average price of $66.29, for a total transaction of $615,303.78. Following the completion of the sale, the executive vice president directly owned 35,699 shares of the company’s stock, valued at $2,366,486.71. This represents a 20.64% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Suzan Kereere sold 4,162 shares of the company’s stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $59.84, for a total value of $249,054.08. Following the completion of the transaction, the insider directly owned 30,983 shares in the company, valued at $1,854,022.72. This represents a 11.84% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 36,156 shares of company stock valued at $2,432,524 over the last 90 days. Insiders own 0.08% of the company’s stock.

Wall Street Analyst Weigh In

PYPL has been the subject of several analyst reports. TD Cowen boosted their price target on shares of PayPal from $75.00 to $80.00 and gave the company a “hold” rating in a report on Wednesday, October 29th. Needham & Company LLC reissued a “hold” rating on shares of PayPal in a research note on Tuesday, October 28th. Rothschild & Co Redburn upped their target price on shares of PayPal from $66.00 to $70.00 and gave the stock a “neutral” rating in a research report on Tuesday, September 16th. Canaccord Genuity Group lifted their price target on PayPal from $96.00 to $100.00 and gave the company a “buy” rating in a report on Wednesday, October 29th. Finally, Macquarie boosted their price objective on PayPal from $95.00 to $100.00 and gave the stock an “outperform” rating in a research report on Wednesday, October 29th. Twelve equities research analysts have rated the stock with a Buy rating, twenty-four have given a Hold rating and four have issued a Sell rating to the company’s stock. According to MarketBeat.com, PayPal has a consensus rating of “Hold” and an average target price of $77.26.

Key Stories Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Partnership with Microsoft to power Copilot Checkout — expands PayPal’s payment presence inside Microsoft’s Copilot, enabling in-app browsing and payments and driving potential transaction volume and merchant reach. PayPal Teams With Microsoft to Power Checkout in Copilot
• Positive Sentiment: YouTube accepts PayPal’s stablecoin (PYUSD) for US creators — increases real-world utility and adoption of PayPal’s crypto product, opening a new payments flow and potential fee/revenue streams. Do Kwon sentenced … YouTube enables PYUSD payouts
• Positive Sentiment: Launch of PayPal’s Transaction Graph Analytics program — product aimed at better merchant insights and fraud detection that could improve margins and merchant retention over time. How PayPal’s New Transaction Graph Analytics Program Will Impact PayPal Investors
• Neutral Sentiment: Analyst views remain mixed — Susquehanna trimmed its price target (from $94 to $90) but kept a “positive” rating, signaling continued confidence in upside despite a reduction; separately, Goldman cut its target to $65, reflecting divergent analyst assumptions on near-term growth. Susquehanna price target lowered Goldman lowers target to $65
• Neutral Sentiment: Positive outlook pieces (Forbes, MoneyShow, Motley-Fool coverage) highlight PayPal’s valuation and steady growth, which supports longer-term buy arguments but may have limited immediate impact on price. Should You Consider Buying PayPal Stock? MoneyShow Top Picks 2026: PayPal
• Negative Sentiment: Share-loss concerns for PayPal’s branded checkout — analysis claims PayPal is losing checkout market share and management attributes some weakness to macro; that raises near-term revenue and growth risk if trends continue. PayPal’s Branded Checkout Is Bleeding Market Share
• Negative Sentiment: Near-term price pressure and analyst downgrades are reflected in recent intraday weakness and a larger pullback compared with the market; investors are parsing execution risks against long-term opportunities. Why PayPal Dipped More Than Broader Market Today

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.