PayPal Holdings, Inc. $PYPL Shares Sold by Meritage Portfolio Management

Meritage Portfolio Management decreased its position in PayPal Holdings, Inc. (NASDAQ:PYPL) by 16.1% in the 3rd quarter, HoldingsChannel reports. The firm owned 166,845 shares of the credit services provider’s stock after selling 32,000 shares during the period. PayPal makes up about 0.7% of Meritage Portfolio Management’s holdings, making the stock its 29th largest holding. Meritage Portfolio Management’s holdings in PayPal were worth $11,189,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. Hilltop National Bank purchased a new position in shares of PayPal during the second quarter valued at approximately $27,000. MUFG Securities EMEA plc raised its holdings in PayPal by 100.4% in the 2nd quarter. MUFG Securities EMEA plc now owns 385 shares of the credit services provider’s stock valued at $29,000 after acquiring an additional 87,524 shares during the last quarter. True Wealth Design LLC lifted its stake in shares of PayPal by 285.3% during the 3rd 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 period. VSM Wealth Advisory LLC acquired a new stake in shares of PayPal during the second quarter worth $36,000. Finally, Dagco Inc. boosted its holdings in shares of 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 owned by institutional investors and hedge funds.

Insider Transactions at PayPal

In other news, CAO Chris Natali sold 1,374 shares of the company’s stock in a transaction on Thursday, October 30th. The stock was sold at an average price of $69.13, for a total value of $94,984.62. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Suzan Kereere sold 12,500 shares of the firm’s stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $68.87, for a total value of $860,875.00. Following the transaction, 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. Insiders have sold a total of 36,156 shares of company stock valued at $2,432,524 in the last quarter. Company insiders own 0.08% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have commented on PYPL shares. Cowen restated a “mixed” rating on shares of PayPal in a report on Wednesday, October 29th. HSBC lifted their price target on shares of PayPal from $86.00 to $93.00 and gave the stock a “buy” rating in a research note on Wednesday, October 29th. The Goldman Sachs Group reduced their price objective on shares of PayPal from $72.00 to $65.00 and set a “sell” rating on the stock in a research note on Tuesday, January 6th. JPMorgan Chase & Co. reissued a “neutral” rating and set a $70.00 target price (down from $85.00) on shares of PayPal in a report on Thursday, December 4th. Finally, Macquarie boosted their price objective on PayPal from $95.00 to $100.00 and gave the company an “outperform” rating in a research report on Wednesday, October 29th. Twelve research analysts have rated the stock with a Buy rating, twenty-six have given a Hold rating and four have given a Sell rating to the stock. According to MarketBeat.com, PayPal presently has an average rating of “Hold” and a consensus target price of $76.81.

Trending Headlines about PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Expanded strategic partnership with Deutsche Bank to scale merchant settlement, payouts and withdrawals across the U.S., Europe and APAC — this could help PayPal broaden merchant services and cross-border flows, supporting revenue and margin expansion. PayPal Teams With Deutsche Bank to Scale Payment Solutions
• Positive Sentiment: Institutional activity and some analyst targets still imply upside — multiple firms maintain buy/outperform calls and the median 6‑month price target (~$72.50) sits well above the current level, and several large asset managers added meaningful positions in recent quarters. That supports a path to recovery if product/volume trends stabilize. Quiver Quantitative coverage
• Neutral Sentiment: Analyst coverage roundup pieces summarize the mixed wall‑street view (several buys vs some underweights) — useful context but not an immediate catalyst absent coordinated changes in ratings/targets. Where PayPal Holdings Stands With Analysts
• Neutral Sentiment: Broader policy/regulatory story — California’s proposed “billionaires’ tax” is creating tech‑sector headlines (and political noise). It’s an indirect macro/regulatory risk for large Silicon Valley companies but not a company‑specific earnings catalyst. Proposed billionaires’ tax in California rattles Silicon Valley
• Negative Sentiment: Analyst downgrades: Piper Sandler cut its price target to $74 and lowered to Neutral, and Daiwa America trimmed its rating from Strong‑Buy to Hold — these moves increase near‑term selling pressure and reduce conviction among momentum investors. Piper Sandler price target cut (Benzinga) Daiwa downgrade (Zacks)
• Negative Sentiment: Negative market commentary and technical weakness — several outlets argue PayPal’s share price has “more room to go” lower amid weak branded‑checkout volumes and competitive pressure; that narrative can accelerate outflows from retail/quant strategies. PayPal stock crash commentary (Invezz)
• Negative Sentiment: Insider selling and social‑media debate after downgrades — public posts and datasets highlight insider sales and a charged online reaction to recent rating cuts, which can amplify short‑term pessimism among momentum traders. Social and insider activity (Quiver Quantitative)

PayPal Price Performance

Shares of NASDAQ PYPL opened at $57.66 on Thursday. The stock has a market cap of $53.95 billion, a P/E ratio of 11.56, a P/E/G ratio of 0.69 and a beta of 1.42. The firm’s 50-day simple moving average is $60.94 and its 200 day simple moving average is $67.07. PayPal Holdings, Inc. has a fifty-two week low of $55.85 and a fifty-two week high of $93.25. The company has a quick ratio of 1.34, a current ratio of 1.34 and a debt-to-equity ratio of 0.56.

PayPal (NASDAQ:PYPL) last released its earnings results on Tuesday, October 28th. The credit services provider reported $1.34 EPS for the quarter, beating the consensus estimate 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 last year, the company earned $1.20 EPS. PayPal’s quarterly revenue was up 7.3% on a year-over-year basis. PayPal has set its Q4 2025 guidance at 1.270-1.310 EPS and its FY 2025 guidance at 5.350-5.390 EPS. Equities analysts expect that PayPal Holdings, Inc. will post 5.03 EPS for the current year.

PayPal Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, December 10th. Shareholders of record on Wednesday, November 19th were paid a dividend of $0.14 per share. This represents a $0.56 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend was Wednesday, November 19th. PayPal’s dividend payout ratio (DPR) is presently 11.22%.

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.