Thrivent Financial for Lutherans lifted its position in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 46.1% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 67,476 shares of the credit services provider’s stock after purchasing an additional 21,299 shares during the period. Thrivent Financial for Lutherans’ holdings in PayPal were worth $5,012,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other hedge funds also recently bought and sold shares of PYPL. Hilltop National Bank bought a new stake in shares of PayPal during the 2nd quarter valued at about $27,000. MUFG Securities EMEA plc boosted its holdings in shares of PayPal by 100.4% in the second quarter. MUFG Securities EMEA plc now owns 385 shares of the credit services provider’s stock worth $29,000 after buying an additional 87,524 shares during the last quarter. Gordian Capital Singapore Pte Ltd boosted its holdings in shares of PayPal by 41.2% in the first quarter. Gordian Capital Singapore Pte Ltd now owns 473 shares of the credit services provider’s stock worth $31,000 after buying an additional 138 shares during the last quarter. VSM Wealth Advisory LLC bought a new stake in PayPal during the second quarter valued at approximately $36,000. Finally, American National Bank & Trust increased its holdings in PayPal by 52.5% during the second quarter. American National Bank & Trust now owns 610 shares of the credit services provider’s stock valued at $45,000 after buying an additional 210 shares during the last quarter. Hedge funds and other institutional investors own 68.32% of the company’s stock.
Wall Street Analysts Forecast Growth
Several research analysts have recently weighed in on the stock. Royal Bank Of Canada lifted their price target on shares of PayPal from $88.00 to $91.00 and gave the stock an “outperform” rating in a research note on Tuesday, October 28th. The Goldman Sachs Group lifted their target price on PayPal from $70.00 to $72.00 and gave the company a “sell” rating in a research report on Wednesday, October 29th. UBS Group boosted their price target on PayPal from $75.00 to $80.00 and gave the company a “neutral” rating in a report on Wednesday, October 29th. President Capital reduced their price target on PayPal from $91.00 to $80.00 and set a “buy” rating for the company in a research report on Tuesday, November 25th. Finally, Truist Financial lifted their price objective on PayPal from $65.00 to $66.00 and gave the company a “sell” rating in a research report on Tuesday, November 4th. Thirteen analysts have rated the stock with a Buy rating, twenty-two have issued a Hold rating and four have issued a Sell rating to the company’s stock. According to data from MarketBeat, PayPal has an average rating of “Hold” and an average target price of $78.97.
Trending Headlines about PayPal
Here are the key news stories impacting PayPal this week:
- Positive Sentiment: Company structure and cash flow support continued aggressive buybacks, which can reduce share count and boost EPS — a bullish catalyst for valuation. Read More.
- Positive Sentiment: PayPal is expanding PYUSD stablecoin use into on‑chain funding for AI projects (loans for GPUs, data centers), which could open new revenue/financing channels and differentiate its fintech stack. Read More.
- Positive Sentiment: Coverage highlights PayPal’s strong free cash flow and margins — fundamentals that underpin buybacks, dividend optionality and valuation support if growth stabilizes. Read More.
- Neutral Sentiment: PayPal’s pursuit of an industrial loan company (ILC) / Utah bank charter is being debated as either a strategic upgrade to expand lending/digital‑banking capabilities or a potential distraction; impacts depend on execution and regulatory timing. Read More.
- Neutral Sentiment: Analyst and media coverage (Zacks, Globe and Mail, The Motley Fool) is keeping PYPL in focus—some articles highlight investor attention and portfolio inclusion, which can support liquidity but not immediately move fundamentals. Read More.
- Negative Sentiment: Multiple analyst downgrades this week (including Morgan Stanley cutting to Underweight and slashing its price target sharply) cite slow progress on branded checkout integrations and persistent Venmo monetization issues — these calls have been a primary driver of near‑term selling pressure. Read More.
- Negative Sentiment: Market commentary points to growing Wall Street bearishness after recent cuts, increasing the risk of further multiple compression unless growth or execution data improves. Read More.
PayPal Stock Up 0.6%
NASDAQ PYPL opened at $59.81 on Friday. PayPal Holdings, Inc. has a 12 month low of $55.85 and a 12 month high of $93.25. The company has a current ratio of 1.34, a quick ratio of 1.34 and a debt-to-equity ratio of 0.56. The stock has a market cap of $55.96 billion, a PE ratio of 11.99, a P/E/G ratio of 0.81 and a beta of 1.43. The stock’s 50 day moving average is $64.57 and its 200 day moving average is $68.80.
PayPal (NASDAQ:PYPL – Get Free Report) last announced its quarterly earnings data on Tuesday, October 28th. The credit services provider reported $1.34 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.20 by $0.14. PayPal had a net margin of 14.96% and a return on equity of 25.64%. The business had revenue of $8.42 billion during the quarter, compared to analyst estimates of $8.21 billion. During the same period last year, the firm posted $1.20 EPS. The company’s 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. Research analysts predict that PayPal Holdings, Inc. will post 5.03 EPS for the current fiscal year.
PayPal Dividend Announcement
The company also recently disclosed a quarterly dividend, which was paid on Wednesday, December 10th. Stockholders of record on Wednesday, November 19th were given a dividend of $0.14 per share. The ex-dividend date was Wednesday, November 19th. This represents a $0.56 dividend on an annualized basis and a dividend yield of 0.9%. PayPal’s dividend payout ratio (DPR) is presently 11.22%.
Insider Transactions at PayPal
In other PayPal news, EVP Aaron Webster sold 9,282 shares of the firm’s stock in a transaction that occurred on Monday, November 10th. The stock was sold at an average price of $66.29, for a total transaction of $615,303.78. Following the completion of the transaction, the executive vice president owned 35,699 shares in the company, valued at $2,366,486.71. This trade represents a 20.64% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, insider Suzan Kereere sold 4,162 shares of the company’s stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $59.84, for a total value of $249,054.08. Following the sale, the insider directly owned 30,983 shares in the company, valued at $1,854,022.72. This trade represents a 11.84% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 36,156 shares of company stock valued at $2,432,524. 0.08% of the stock is owned by company insiders.
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.
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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).
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