Rakuten Investment Management Inc. Lowers Holdings in PayPal Holdings, Inc. $PYPL

Rakuten Investment Management Inc. lessened its stake in PayPal Holdings, Inc. (NASDAQ:PYPL) by 12.5% in the 4th quarter, Holdings Channel.com reports. The firm owned 172,400 shares of the credit services provider’s stock after selling 24,587 shares during the quarter. Rakuten Investment Management Inc.’s holdings in PayPal were worth $10,256,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of the business. Vanguard Group Inc. raised its position in PayPal by 6.5% in the 4th quarter. Vanguard Group Inc. now owns 90,376,927 shares of the credit services provider’s stock worth $5,276,205,000 after buying an additional 5,534,462 shares during the last quarter. Capital Research Global Investors raised its position in PayPal by 2.3% in the 3rd quarter. Capital Research Global Investors now owns 27,953,803 shares of the credit services provider’s stock worth $1,874,637,000 after buying an additional 636,441 shares during the last quarter. Norges Bank purchased a new position in PayPal in the 4th quarter worth about $949,758,000. Invesco Ltd. raised its position in PayPal by 10.9% in the 3rd quarter. Invesco Ltd. now owns 11,131,949 shares of the credit services provider’s stock worth $746,508,000 after buying an additional 1,093,365 shares during the last quarter. Finally, Dimensional Fund Advisors LP raised its position in PayPal by 7.7% in the 4th quarter. Dimensional Fund Advisors LP now owns 8,803,241 shares of the credit services provider’s stock worth $513,966,000 after buying an additional 625,705 shares during the last quarter. Hedge funds and other institutional investors own 68.32% of the company’s stock.

Key Stories Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal shares have been buoyed by renewed interest after Michael Burry reportedly added to his position, which some traders see as a sign the stock may be undervalued. PYPL Stock Climbs Overnight: Michael Burry Adds To PayPal Bet, Says ‘The Body Has Yet To Show’
• Positive Sentiment: Recent coverage continues to highlight PayPal’s low valuation, with the stock trading at less than 8x earnings, reinforcing the case for a potential value rebound if fundamentals stabilize. PayPal Trades at Less Than 8X Earnings. Is This a Bargain or a Value Trap?
• Positive Sentiment: Venmo continues to gain utility, with The Knot Worldwide integrating Venmo as a payment option for wedding registry gifting, showing PayPal’s consumer payments ecosystem still has traction. The Knot Worldwide Announces Integration with Venmo to Deliver Seamless Gifting Experiences for Couples and Guests
• Neutral Sentiment: Market commentary says PayPal remains deeply oversold after a sharp 2026 sell-off, which may attract bargain hunters but also reflects lingering caution. PayPal Stock Is Deeply Oversold in 2026. How to Play PYPL Here.
• Neutral Sentiment: Analysts and comparison pieces still frame PayPal against stronger peers like Visa, suggesting investors remain focused on whether PYPL can regain growth momentum. Visa vs. PayPal: Which Payments Stock Wins the Upside Race?
• Negative Sentiment: Coverage from Fortune that PayPal is winding down its venture arm as part of a restructuring under the new CEO reinforces the idea that management is still cleaning up the portfolio rather than delivering a clear growth acceleration. Exclusive: PayPal winds down venture arm as fintech giant restructures under new CEO

Analyst Ratings Changes

PYPL has been the subject of a number of recent analyst reports. Zacks Research raised PayPal from a “strong sell” rating to a “hold” rating in a research report on Friday, April 17th. Deutsche Bank Aktiengesellschaft decreased their target price on PayPal from $50.00 to $45.00 in a research report on Monday, May 11th. Bank of America decreased their target price on PayPal from $55.00 to $53.00 and set a “neutral” rating for the company in a research report on Wednesday, May 6th. Weiss Ratings reissued a “hold (c-)” rating on shares of PayPal in a research report on Friday, May 8th. Finally, Truist Financial decreased their target price on PayPal from $45.00 to $44.00 and set a “sell” rating for the company in a research report on Tuesday, May 12th. Eight 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 company’s stock. Based on data from MarketBeat, PayPal currently has an average rating of “Hold” and a consensus price target of $55.85.

PayPal Price Performance

NASDAQ PYPL opened at $43.65 on Wednesday. PayPal Holdings, Inc. has a 52 week low of $38.46 and a 52 week high of $79.50. The firm has a market capitalization of $38.50 billion, a P/E ratio of 8.19, a PEG ratio of 1.06 and a beta of 1.34. The company has a quick ratio of 1.26, a current ratio of 1.26 and a debt-to-equity ratio of 0.47. The company has a 50-day moving average price of $45.76 and a 200-day moving average price of $49.59.

PayPal (NASDAQ:PYPL) last released its quarterly earnings results on Tuesday, May 5th. The credit services provider reported $1.34 EPS for the quarter, beating the consensus estimate of $1.27 by $0.07. PayPal had a net margin of 15.00% and a return on equity of 25.02%. The firm had revenue of $8.35 billion during the quarter, compared to analyst estimates of $8.05 billion. During the same quarter in the prior year, the firm earned $1.33 EPS. The business’s revenue for the quarter was up 7.2% compared to the same quarter last year. Equities research analysts anticipate that PayPal Holdings, Inc. will post 5.3 earnings per share for the current year.

PayPal Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 25th. Stockholders of record on Thursday, June 4th will be given a dividend of $0.14 per share. The ex-dividend date of this dividend is Thursday, June 4th. This represents a $0.56 annualized dividend and a dividend yield of 1.3%. PayPal’s dividend payout ratio is presently 10.51%.

Insider Activity

In other news, insider Suzan Kereere sold 3,379 shares of the company’s stock in a transaction dated Wednesday, June 3rd. The shares were 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 of the company’s stock, valued at $1,325,762.57. This represents a 9.83% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Frank Keller sold 4,612 shares of the business’s stock in a transaction that occurred on Wednesday, June 3rd. The shares were sold at an average price of $42.54, for a total value of $196,194.48. Following the transaction, the insider owned 41,567 shares of the company’s stock, valued at approximately $1,768,260.18. This trade represents a 9.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 20,612 shares of company stock valued at $966,623 in the last quarter. 0.63% of the stock is currently owned by insiders.

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.