PayPal Holdings, Inc. $PYPL Shares Purchased by Jupiter Asset Management Ltd.

Jupiter Asset Management Ltd. boosted its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 128.5% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,024,637 shares of the credit services provider’s stock after acquiring an additional 576,228 shares during the period. Jupiter Asset Management Ltd. owned about 0.11% of PayPal worth $68,712,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Wedmont Private Capital lifted its holdings in PayPal by 1.6% during the 3rd quarter. Wedmont Private Capital now owns 9,157 shares of the credit services provider’s stock worth $614,000 after buying an additional 142 shares during the last quarter. Dakota Community Bank & Trust NA lifted its stake in PayPal by 8.7% during the second quarter. Dakota Community Bank & Trust NA now owns 1,840 shares of the credit services provider’s stock worth $137,000 after purchasing an additional 147 shares during the last quarter. WCG Wealth Advisors LLC boosted its holdings in PayPal by 1.1% in the second quarter. WCG Wealth Advisors LLC now owns 14,285 shares of the credit services provider’s stock valued at $1,062,000 after purchasing an additional 162 shares in the last quarter. Sound Income Strategies LLC raised its holdings in PayPal by 16.5% during the third quarter. Sound Income Strategies LLC now owns 1,185 shares of the credit services provider’s stock worth $79,000 after purchasing an additional 168 shares in the last quarter. Finally, Martin & Co. Inc. TN lifted its position in shares of PayPal by 0.3% during the 3rd quarter. Martin & Co. Inc. TN now owns 56,934 shares of the credit services provider’s stock worth $3,818,000 after buying an additional 175 shares during the last quarter. 68.32% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at PayPal

In other PayPal news, EVP Frank Keller sold 3,478 shares of the firm’s stock in a transaction on Friday, February 6th. The stock was sold at an average price of $40.20, for a total transaction of $139,815.60. Following the completion of the transaction, the executive vice president owned 51,567 shares of the company’s stock, valued at approximately $2,072,993.40. This trade represents a 6.32% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Suzan Kereere sold 37,613 shares of the company’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $41.49, for a total value of $1,560,563.37. Following the completion of the sale, the insider owned 30,983 shares in the company, valued at $1,285,484.67. This represents a 54.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 42,304 shares of company stock valued at $1,749,493. Insiders own 0.08% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on PYPL shares. Truist Financial decreased their price objective on shares of PayPal from $58.00 to $39.00 and set a “sell” rating for the company in a research note on Tuesday, February 10th. Mizuho set a $60.00 target price on PayPal in a research report on Wednesday, February 4th. Bank of America reissued a “neutral” rating and issued a $68.00 target price (down from $93.00) on shares of PayPal in a research report on Thursday, December 11th. KGI Securities reduced their price objective on PayPal from $85.00 to $80.00 in a research note on Monday, November 10th. Finally, Morgan Stanley lowered their target price on shares of PayPal from $50.00 to $34.00 and set an “underweight” rating on the stock in a research report on Wednesday, February 4th. Nine analysts have rated the stock with a Buy rating, thirty have assigned a Hold rating and five have assigned a Sell rating to the company. According to MarketBeat, PayPal presently has an average rating of “Hold” and a consensus price target of $61.03.

Key PayPal News

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Deep value/contrarian interest — Commentaries note PYPL’s P/E near decade lows and extreme oversold technicals, attracting value buyers who view the current price as a potential buy-the-dip opportunity. PayPal Is Back Near IPO‑Era Prices—Value Setup or Value Trap?
• Positive Sentiment: Contrarian analyst/coverage support — Several analysts and bullish writeups argue PYPL still generates strong cash flow and has growth pockets (Venmo, BNPL, PSP), framing upside if management execution stabilizes. PayPal: Losing Share, But EPS Could Grow Almost Double Digit In 2026
• Neutral Sentiment: Mixed market debate — Coverage is split: some see the recent sell‑off as a buying opportunity, others warn of structural competition and execution risk; outcome hinges on upcoming leadership rollout and guidance. Bear Market Sell‑Off: Is PayPal Stock a Buy After Its 20% Plunge?
• Neutral Sentiment: Partnerships/merchant integrations — Small partner integrations are getting press but have limited near‑term impact on PayPal’s overall fundamentals; useful signal for ecosystem demand, not a major catalyst. OLB Group Stock Skyrockets On PayPal Partnership
• Negative Sentiment: Wave of securities‑litigation filings — Multiple law firms have announced class actions alleging misleading growth/guidance for a Feb 25, 2025–Feb 2, 2026 class period; this raises legal/cost uncertainty and can pressure sentiment and the stock while cases proceed. PYPL Investors Have Opportunity to Lead Securities Fraud Lawsuit (Schall Law Firm)
• Negative Sentiment: Analyst cuts and estimate risk — Truist and others lowered estimates and price targets citing slower volume and take‑rate compression, reducing near‑term upside from the sell‑off. Truist Lowers PayPal (PYPL) Estimates
• Negative Sentiment: Insider selling and management change — SEC filings show recent insider sales (CAO and others) and the company announced a CEO transition following the disappointing Q4 print — both amplify execution and governance concerns. SEC Filing: Insider Sale CEO Exit Coincides With Weak Quarterly Performance
• Negative Sentiment: Competitive pressure narrative — Commentators and some analysts highlight market share erosion in branded checkout from Apple Pay, Stripe and others, a structural headwind for growth and take‑rates. PayPal Facing Stiff Competition From Apple (InsiderMonkey)

PayPal Stock Up 0.7%

PYPL stock opened at $41.73 on Friday. PayPal Holdings, Inc. has a one year low of $38.46 and a one year high of $79.50. The company has a debt-to-equity ratio of 0.49, a quick ratio of 1.29 and a current ratio of 1.29. The company has a fifty day moving average of $53.40 and a 200-day moving average of $62.37. The stock has a market capitalization of $38.42 billion, a PE ratio of 7.71, a price-to-earnings-growth ratio of 1.07 and a beta of 1.43.

PayPal (NASDAQ:PYPL) last released its earnings results on Tuesday, February 3rd. The credit services provider reported $1.23 earnings per share (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 business had revenue of $8.68 billion for the quarter, compared to analyst estimates of $8.82 billion. During the same quarter in the previous year, the firm posted $1.19 EPS. The business’s revenue for the quarter was up 4.0% on a year-over-year basis. As a group, analysts expect that PayPal Holdings, Inc. will post 5.03 EPS for the current year.

PayPal Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, March 25th. Shareholders of record on Wednesday, March 4th will be given a dividend of $0.14 per share. This represents a $0.56 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date is Wednesday, March 4th. PayPal’s payout ratio is presently 10.35%.

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.