Sava Penzisko Drushtvo A.D. Skopje Takes Position in PayPal Holdings, Inc. $PYPL

Sava Penzisko Drushtvo A.D. Skopje purchased a new position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 86,820 shares of the credit services provider’s stock, valued at approximately $5,822,000. PayPal makes up approximately 1.9% of Sava Penzisko Drushtvo A.D. Skopje’s holdings, making the stock its 22nd biggest holding.

Several other institutional investors have also recently added to or reduced their stakes in PYPL. Norges Bank acquired a new position in PayPal during the 2nd quarter worth $921,570,000. Lazard Asset Management LLC raised its stake in shares of PayPal by 1,066.0% in the 2nd quarter. Lazard Asset Management LLC now owns 2,106,215 shares of the credit services provider’s stock valued at $156,532,000 after purchasing an additional 1,925,583 shares in the last quarter. Arrowstreet Capital Limited Partnership lifted its position in shares of PayPal by 45.0% during the second quarter. Arrowstreet Capital Limited Partnership now owns 3,569,023 shares of the credit services provider’s stock worth $265,250,000 after purchasing an additional 1,107,202 shares during the last quarter. Federated Hermes Inc. grew its stake in PayPal by 3,552.7% in the third quarter. Federated Hermes Inc. now owns 690,696 shares of the credit services provider’s stock worth $46,318,000 after purchasing an additional 671,787 shares in the last quarter. Finally, Jupiter Asset Management Ltd. increased its holdings in PayPal by 128.5% in the third quarter. Jupiter Asset Management Ltd. now owns 1,024,637 shares of the credit services provider’s stock valued at $68,712,000 after buying an additional 576,228 shares during the last quarter. 68.32% of the stock is owned by institutional investors and hedge funds.

Insider Activity at PayPal

In other PayPal news, EVP Frank Keller sold 3,478 shares of the 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 directly 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 position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Suzan Kereere sold 37,613 shares of the business’s stock in a transaction on Wednesday, February 18th. The stock was 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 directly owned 30,983 shares in the company, valued at $1,285,484.67. This represents a 54.83% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 42,304 shares of company stock worth $1,749,493 over the last quarter. 0.08% of the stock is currently owned by company insiders.

PayPal Trading Down 3.8%

NASDAQ:PYPL opened at $45.53 on Friday. The stock has a market cap of $41.92 billion, a price-to-earnings ratio of 8.42, a PEG ratio of 1.24 and a beta of 1.43. 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 1 year low of $38.46 and a 1 year high of $79.50. The business has a fifty day moving average of $51.85 and a 200-day moving average of $61.57.

PayPal (NASDAQ:PYPL) last posted its quarterly earnings data on Tuesday, February 3rd. The credit services provider reported $1.23 earnings per share for the quarter, missing the consensus estimate of $1.29 by ($0.06). The company had revenue of $8.68 billion during the quarter, compared to analyst estimates of $8.82 billion. PayPal had a return on equity of 25.42% and a net margin of 15.77%.The business’s revenue for the quarter was up 4.0% compared to the same quarter last year. During the same period in the previous year, the company earned $1.19 EPS. Equities analysts predict that PayPal Holdings, Inc. will post 5.03 earnings per share for the current year.

PayPal Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 25th. Stockholders of record on Wednesday, March 4th will be issued a $0.14 dividend. The ex-dividend date is Wednesday, March 4th. This represents a $0.56 annualized dividend and a dividend yield of 1.2%. PayPal’s dividend payout ratio (DPR) is 10.35%.

Wall Street Analyst Weigh In

Several research analysts have recently commented on PYPL shares. Truist Financial decreased their target price on PayPal from $58.00 to $39.00 and set a “sell” rating for the company in a research report on Tuesday, February 10th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of PayPal in a report on Thursday, January 22nd. Dbs Bank raised shares of PayPal to a “hold” rating in a report on Friday, February 6th. BTIG Research reaffirmed a “neutral” rating on shares of PayPal in a research report on Tuesday, February 3rd. Finally, Canaccord Genuity Group reiterated a “hold” rating and set a $42.00 price target (down from $100.00) on shares of PayPal in a research report on Wednesday, February 4th. Nine investment analysts have rated the stock with a Buy rating, thirty have assigned a Hold rating and six have issued a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $61.03.

Key Stories Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Preliminary takeover chatter (Stripe reportedly considering buying some or all of PayPal) triggered a surge, a trading halt and heavy volume — that event put a near-term bid under the stock and attracted options/call buying. Stripe weighs acquisition of PayPal (Proactive)
• Positive Sentiment: Follow-through market action: outsized call-option flow and elevated trading volume signaled institutional/speculative buyers betting on either a deal or continued re-rating, increasing short-term upside optionality. M&A News: PayPal Stock Soars (TipRanks)
• Neutral Sentiment: Strategic/valuation analysis: several deep-dive pieces argue PayPal is materially undervalued on cash flow and asset value, outlining scenarios (sale, breakup, turnaround) that could justify higher prices — useful context but not an immediate catalyst without deal confirmation. PayPal’s Brutal Reset Hides A Cash Machine (Seeking Alpha)
• Neutral Sentiment: Industry/operational coverage (FT): in‑depth pieces examine structural problems and the need for reinvention — informs long-term thesis but does not change near‑term outcome absent corporate action. What went wrong at PayPal (Financial Times)
• Negative Sentiment: Follow-up reporting cooled the buyout narrative: several outlets and PayPal-adjacent reporting said the company is not in active sale talks, which removed the immediate M&A bid and helped push shares lower. PayPal might not be looking to sell itself (TechCrunch)
• Negative Sentiment: Legal and disclosure pressure: multiple law firms and investor‑rights groups have filed/class‑action notices and launched investigations into PayPal’s disclosures and key metrics — these increase litigation risk, potential settlement costs, and investor uncertainty. Bragar Eagel & Squire reminder of class actions (GlobeNewswire)
• Negative Sentiment: Earnings/guidance and analyst pressure: recent Q4 results missed some estimates and management gave cautious 2026 guidance; analysts have been cautious (including a recent sell/negative view), which keeps downward pressure until execution improves. PYPL Falls Despite Earnings Growth (Zacks)
• Negative Sentiment: Regulatory/market structure risks: a disclosure probe and rising short interest magnify volatility and downside risk if no deal materializes or guidance disappoints. Investigation into metrics/disclosures (PR Newswire)

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.