Sather Financial Group Inc Has $52.33 Million Holdings in PayPal Holdings, Inc. $PYPL

Sather Financial Group Inc grew its position in PayPal Holdings, Inc. (NASDAQ:PYPL) by 1.8% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 780,377 shares of the credit services provider’s stock after buying an additional 13,487 shares during the quarter. PayPal accounts for about 2.8% of Sather Financial Group Inc’s portfolio, making the stock its 14th largest holding. Sather Financial Group Inc owned about 0.08% of PayPal worth $52,332,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Norges Bank bought a new stake in shares of PayPal during the second quarter worth about $921,570,000. Lazard Asset Management LLC boosted its position in PayPal by 1,066.0% during the 2nd quarter. Lazard Asset Management LLC now owns 2,106,215 shares of the credit services provider’s stock worth $156,532,000 after buying an additional 1,925,583 shares during the period. Arrowstreet Capital Limited Partnership grew its holdings in PayPal by 45.0% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 3,569,023 shares of the credit services provider’s stock worth $265,250,000 after acquiring an additional 1,107,202 shares during the last quarter. Robeco Institutional Asset Management B.V. increased its position in PayPal by 15.2% in the 2nd quarter. Robeco Institutional Asset Management B.V. now owns 5,726,695 shares of the credit services provider’s stock valued at $425,608,000 after acquiring an additional 756,058 shares during the period. Finally, Primecap Management Co. CA raised its stake in shares of PayPal by 9.5% during the second quarter. Primecap Management Co. CA now owns 6,542,450 shares of the credit services provider’s stock valued at $486,235,000 after acquiring an additional 568,640 shares during the last quarter. Institutional investors and hedge funds own 68.32% of the company’s stock.

Trending Headlines about PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal launched its Transaction Graph Insights & Measurement program, offering advertisers and merchants cross‑merchant, purchase‑level measurement (rather than clicks). This could meaningfully expand PayPal Ads revenue and make its ad product more competitive with larger ad platforms if adoption follows. Read More.
• Positive Sentiment: PayPal is working with logistics giant DP World on a cross‑border payments solution to settle transactions in minutes instead of days — a capability that could attract more global merchants and increase payment volume and take rates. Read More.
• Positive Sentiment: Several bullish takes argue 2026 may be an inflection year for PayPal after product launches and margin leverage — a narrative that supports upside if execution and buyer adoption accelerate. Read More.
• Neutral Sentiment: Some analysts and commentators urge reassessment after a ~32% one‑year share decline; this is prompting valuation and positioning debate among investors rather than providing a clear directional catalyst. Read More.
• Neutral Sentiment: Market activity shows moderately bullish trading (reports of intraday gains), reflecting short‑term buying interest on the new product and partnership headlines rather than a fundamental re-rating yet. Read More.
• Negative Sentiment: Goldman Sachs cut its price target to $65 from $72 and kept a “sell” rating — a high‑profile downgrade that can pressure the stock and signal skepticism about near‑term upside. Read More.
• Negative Sentiment: Monness Crespi & Hardt downgraded PayPal from “buy” to “neutral,” adding to analyst headwinds that could limit momentum until new revenue streams prove durable. Read More.
• Negative Sentiment: Ongoing industry comments about scams and fraud escalation highlight execution and risk-management challenges that can increase costs (chargebacks, compliance, customer trust) if not contained. Read More.

PayPal Trading Up 0.9%

Shares of PYPL stock opened at $59.81 on Wednesday. The company’s fifty day simple moving average is $62.21 and its two-hundred day simple moving average is $67.68. The stock has a market capitalization of $55.96 billion, a price-to-earnings ratio of 11.99, a PEG ratio of 0.74 and a beta of 1.42. The company has a debt-to-equity ratio of 0.56, a current ratio of 1.34 and a quick ratio of 1.34. PayPal Holdings, Inc. has a 1 year low of $55.85 and a 1 year high of $93.25.

PayPal (NASDAQ:PYPL) last posted its earnings results on Tuesday, October 28th. The credit services provider reported $1.34 earnings per share for the quarter, topping analysts’ consensus estimates of $1.20 by $0.14. The business had revenue of $8.42 billion for the quarter, compared to analyst estimates of $8.21 billion. PayPal had a net margin of 14.96% and a return on equity of 25.64%. PayPal’s revenue was up 7.3% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.20 EPS. PayPal has set its Q4 2025 guidance at 1.270-1.310 EPS and its FY 2025 guidance at 5.350-5.390 EPS. As a group, analysts anticipate that PayPal Holdings, Inc. will post 5.03 earnings per share for the current year.

PayPal Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, December 10th. Investors of record on Wednesday, November 19th were issued a dividend of $0.14 per share. The ex-dividend date was Wednesday, November 19th. This represents a $0.56 annualized dividend and a yield of 0.9%. PayPal’s dividend payout ratio is currently 11.22%.

Insider Buying and Selling

In other news, EVP Aaron Webster sold 9,282 shares of PayPal stock in a transaction dated Monday, November 10th. The shares were sold at an average price of $66.29, for a total transaction of $615,303.78. Following the sale, the executive vice president owned 35,699 shares of the company’s stock, valued at approximately $2,366,486.71. The trade was a 20.64% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Diego Scotti sold 3,838 shares of the stock in a transaction on Thursday, October 30th. The stock was sold at an average price of $68.97, for a total value of $264,706.86. Following the completion of the transaction, the executive vice president owned 16,989 shares of the company’s stock, valued at approximately $1,171,731.33. This trade represents a 18.43% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 36,156 shares of company stock valued at $2,432,524 in the last 90 days. 0.08% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on PYPL shares. Mizuho dropped their price target on shares of PayPal from $84.00 to $75.00 and set an “outperform” rating on the stock in a research report on Monday, December 22nd. Bank of America restated a “neutral” rating and issued a $68.00 target price (down previously from $93.00) on shares of PayPal in a report on Thursday, December 11th. Evercore ISI cut their price target on shares of PayPal from $75.00 to $65.00 and set an “in-line” rating on the stock in a research report on Monday, December 8th. HSBC raised their price objective on shares of PayPal from $86.00 to $93.00 and gave the stock a “buy” rating in a research report on Wednesday, October 29th. Finally, Robert W. Baird restated a “neutral” rating and issued a $66.00 price target (down from $83.00) on shares of PayPal in a report on Friday, December 12th. Twelve equities research analysts have rated the stock with a Buy rating, twenty-three have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $76.88.

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.