Hussman Strategic Advisors Inc. Cuts Holdings in PayPal Holdings, Inc. $PYPL

Hussman Strategic Advisors Inc. cut its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 50.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 21,000 shares of the credit services provider’s stock after selling 21,000 shares during the quarter. Hussman Strategic Advisors Inc.’s holdings in PayPal were worth $1,226,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in PYPL. Cloud Capital Management LLC purchased a new position in PayPal during the third quarter worth about $30,000. Kelleher Financial Advisors purchased a new position in PayPal during the third quarter worth about $30,000. Torren Management LLC purchased a new position in PayPal during the fourth quarter worth about $31,000. True Wealth Design LLC boosted its holdings in PayPal by 285.3% during the third quarter. True Wealth Design LLC now owns 524 shares of the credit services provider’s stock worth $35,000 after purchasing an additional 388 shares during the last quarter. Finally, Dagco Inc. boosted its holdings in PayPal by 1,250.0% during the third quarter. Dagco Inc. now owns 540 shares of the credit services provider’s stock worth $36,000 after purchasing an additional 500 shares during the last quarter. 68.32% of the stock is currently owned by hedge funds and other institutional investors.

Key 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

Insider Activity

In other news, insider Frank Keller sold 10,732 shares of the business’s stock in a transaction that occurred on Wednesday, April 29th. The shares were sold at an average price of $49.96, for a total value of $536,170.72. Following the sale, the insider owned 41,567 shares of the company’s stock, valued at $2,076,687.32. The trade was a 20.52% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Suzan Kereere sold 13,515 shares of the business’s stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $46.02, for a total transaction of $621,960.30. Following the completion of the sale, the insider directly owned 30,983 shares in the company, valued at approximately $1,425,837.66. This trade represents a 30.37% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 99,677 shares of company stock valued at $4,433,834 over the last quarter. Company insiders own 0.63% of the company’s stock.

PayPal Stock Performance

Shares of PYPL stock opened at $50.44 on Monday. 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 quick ratio of 1.29 and a current ratio of 1.29. PayPal Holdings, Inc. has a 52 week low of $38.46 and a 52 week high of $79.50. The firm’s 50-day simple moving average is $46.63 and its two-hundred day simple moving average is $54.43.

PayPal (NASDAQ:PYPL) last announced its quarterly earnings data on Tuesday, February 3rd. The credit services provider reported $1.23 EPS for the quarter, missing the consensus estimate of $1.29 by ($0.06). PayPal had a return on equity of 25.42% and a net margin of 15.77%.The company had revenue of $8.68 billion during the quarter, compared to the consensus estimate of $8.82 billion. During the same period in the prior year, the firm posted $1.19 EPS. The business’s revenue was up 4.0% on a year-over-year basis. As a group, equities analysts forecast that PayPal Holdings, Inc. will post 5.31 earnings per share for the current year.

Wall Street Analysts Forecast Growth

PYPL has been the topic of several analyst reports. Robert W. Baird set a $52.00 price target on shares of PayPal in a report on Wednesday, February 4th. Citizens Jmp reaffirmed a “market perform” rating on shares of PayPal in a research report on Wednesday, February 4th. Royal Bank Of Canada lowered their price objective on shares of PayPal from $91.00 to $59.00 and set an “outperform” rating on the stock in a research report on Wednesday, February 4th. UBS Group set a $50.00 price objective on shares of PayPal in a research report on Thursday, April 16th. Finally, JPMorgan Chase & Co. lowered their price objective on shares of PayPal from $70.00 to $46.00 and set a “neutral” rating on the stock in a research report on Wednesday, February 4th. Seven research analysts have rated the stock with a Buy rating, thirty-three have assigned a Hold rating and five have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Hold” and an average price target of $56.55.

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.