Natixis Advisors LLC trimmed its holdings in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 24.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 432,856 shares of the credit services provider’s stock after selling 140,695 shares during the quarter. Natixis Advisors LLC’s holdings in PayPal were worth $25,270,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors have also recently modified their holdings of the company. Kelleher Financial Advisors purchased a new stake in shares of PayPal in the third quarter worth approximately $30,000. Torren Management LLC bought a new position in PayPal in the fourth quarter worth approximately $31,000. Strategic Advocates LLC bought a new position in PayPal in the third quarter worth approximately $38,000. Steph & Co. grew its stake in PayPal by 103.1% in the fourth quarter. Steph & Co. now owns 656 shares of the credit services provider’s stock worth $38,000 after purchasing an additional 333 shares in the last quarter. Finally, Garner Asset Management Corp bought a new position in PayPal in the fourth quarter worth approximately $39,000. 68.32% of the stock is currently owned by hedge funds and other institutional investors.
Key Stories Impacting PayPal
Here are the key news stories impacting PayPal this week:
- Positive Sentiment: PayPal is pushing into AI-driven commerce through a new partnership around Hey Savi and Debenhams, reinforcing its role in next-generation checkout and payments. PayPal Bets On AI Agentic Commerce With Hey Savi And Debenhams
- Positive Sentiment: Analysts and valuation-focused commentary continue to argue that PYPL may be undervalued on earnings, with some seeing it as an asymmetric fintech opportunity despite recent volatility. Is PayPal the Ultimate Asymmetric Fintech Bet at 8x Earnings?
- Neutral Sentiment: PayPal presented at the Evercore Global TMT Conference, which may have provided updates on strategy and execution, but no major new catalyst was evident from the headline alone. PayPal Holdings, Inc. (PYPL) Presents at 2026 Evercore Global TMT Conference Transcript
- Neutral Sentiment: Several recent market articles continue to frame PYPL as a stock still working through post-earnings digestion, with attention on whether it can rebound after recent weakness. Paypal (PYPL) Down 7.9% Since Last Earnings Report: Can It Rebound?
- Negative Sentiment: Three PayPal insiders sold shares this week, including Frank Keller, Suzan Kereere, and Chris Natali; while the sales were under 10b5-1 plans, insider selling can still add to caution around the stock. Insider trade details
- Negative Sentiment: Recent coverage also points to leadership changes, margin pressure, and uncertainty around PayPal’s operating reset, which appears to be weighing on investor sentiment. PayPal slides 4.3% as investors weigh leadership shakeup and ongoing margin concerns
PayPal Stock Up 0.3%
PayPal (NASDAQ:PYPL – Get Free Report) last posted its earnings results on Tuesday, May 5th. The credit services provider reported $1.34 earnings per share for the quarter, topping analysts’ consensus estimates of $1.27 by $0.07. The company had revenue of $8.35 billion during the quarter, compared to analyst estimates of $8.05 billion. PayPal had a return on equity of 25.02% and a net margin of 15.00%.PayPal’s revenue was up 7.2% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.33 earnings per share. On average, analysts forecast that PayPal Holdings, Inc. will post 5.3 earnings per share for the current fiscal year.
PayPal Announces Dividend
The business also recently announced a quarterly dividend, which will be paid on Thursday, June 25th. Shareholders of record on Thursday, June 4th will be issued a dividend of $0.14 per share. The ex-dividend date is Thursday, June 4th. This represents a $0.56 dividend on an annualized basis and a yield of 1.3%. PayPal’s dividend payout ratio is currently 10.51%.
Analysts Set New Price Targets
PYPL has been the topic of several research analyst reports. Mizuho reissued a “neutral” rating and issued a $50.00 price objective (down from $60.00) on shares of PayPal in a research note on Thursday, April 16th. BNP Paribas Exane increased their price objective on PayPal from $41.00 to $43.50 and gave the stock a “neutral” rating in a research note on Friday, April 10th. Canaccord Genuity Group reissued a “hold” rating and issued a $42.00 price objective on shares of PayPal in a research note on Wednesday, May 20th. UBS Group increased their price objective on PayPal from $44.00 to $48.00 and gave the stock a “neutral” rating in a research note on Wednesday, May 6th. Finally, Truist Financial dropped their price objective on PayPal from $45.00 to $44.00 and set a “sell” rating on the stock in a research note on Tuesday, May 12th. Eight research analysts have rated the stock with a Buy rating, thirty-two have assigned a Hold rating and five have given a Sell rating to the stock. Based on data from MarketBeat, PayPal presently has an average rating of “Hold” and an average price target of $55.85.
Read Our Latest Stock Analysis on PayPal
Insiders Place Their Bets
In other PayPal news, insider Suzan Kereere sold 3,379 shares of the company’s stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $42.79, for a total transaction of $144,587.41. Following the completion of the sale, the insider owned 30,983 shares in the company, valued at $1,325,762.57. This represents a 9.83% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Chris Natali sold 1,337 shares of the company’s stock in a transaction on Wednesday, April 29th. The stock was sold at an average price of $49.46, for a total value of $66,128.02. Following the sale, the chief accounting officer owned 1,586 shares of the company’s stock, valued at approximately $78,443.56. This represents a 45.74% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 20,612 shares of company stock worth $966,623 over the last 90 days. Company insiders own 0.63% of the company’s stock.
PayPal 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.
Further Reading
- Five stocks we like better than PayPal
- The Great AI Server Rotation Puts Hewlett Packard Enterprise and Super Micro Computer in Focus
- Generac’s AI Power Pivot Raises a Bigger Question About Data Center Demand
- Medtronic Bottoms, Healthy Rebound Ahead
- GitLab’s Price Recovery Gains Traction—Time to Get On Board?
Want to see what other hedge funds are holding PYPL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report).
Receive News & Ratings for PayPal Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for PayPal and related companies with MarketBeat.com's FREE daily email newsletter.
