Strs Ohio Sells 29,806 Shares of PayPal Holdings, Inc. $PYPL

Strs Ohio lessened its holdings in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 8.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 307,506 shares of the credit services provider’s stock after selling 29,806 shares during the quarter. Strs Ohio’s holdings in PayPal were worth $20,621,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Brighton Jones LLC lifted its position in shares of PayPal by 15.2% during the 4th quarter. Brighton Jones LLC now owns 6,989 shares of the credit services provider’s stock valued at $596,000 after buying an additional 924 shares in the last quarter. Revolve Wealth Partners LLC purchased a new position in PayPal during the fourth quarter valued at approximately $248,000. Sivia Capital Partners LLC boosted its position in shares of PayPal by 41.5% in the second quarter. Sivia Capital Partners LLC now owns 4,470 shares of the credit services provider’s stock worth $332,000 after purchasing an additional 1,310 shares during the period. Norden Group LLC increased its stake in shares of PayPal by 19.5% in the second quarter. Norden Group LLC now owns 5,975 shares of the credit services provider’s stock worth $444,000 after purchasing an additional 975 shares in the last quarter. Finally, Mather Group LLC. raised its position in shares of PayPal by 48.1% during the 2nd quarter. Mather Group LLC. now owns 3,628 shares of the credit services provider’s stock valued at $270,000 after purchasing an additional 1,179 shares during the period. 68.32% of the stock is currently owned by hedge funds and other institutional investors.

PayPal Stock Performance

NASDAQ PYPL opened at $56.62 on Friday. The business’s 50 day moving average price is $59.62 and its 200-day moving average price is $66.12. PayPal Holdings, Inc. has a fifty-two week low of $55.01 and a fifty-two week high of $90.93. The company has a market cap of $52.98 billion, a P/E ratio of 11.35, a P/E/G ratio of 0.70 and a beta of 1.42. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.34 and a current ratio of 1.34.

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

PayPal Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, December 10th. Shareholders of record on Wednesday, November 19th were given a dividend of $0.14 per share. This represents a $0.56 annualized dividend and a dividend yield of 1.0%. The ex-dividend date was Wednesday, November 19th. PayPal’s payout ratio is 11.22%.

Key Headlines Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal agreed to acquire Cymbio to accelerate agentic commerce and multichannel AI-driven selling for merchants — a clear strategic move to deepen merchant-facing AI capabilities. Article Title
• Positive Sentiment: Coverage and trade reaction note the Cymbio deal and related AI-commerce angle as a growth catalyst that could help monetize AI shopping integrations. Article Title
• Positive Sentiment: PayPal is reported to have partnered with OpenAI and applied to become a bank — moves that, if approved and executed well, expand product reach (AI experiences and deposit/credit capability). Article Title
• Neutral Sentiment: Investor attention is elevated (Zacks highlights PYPL among most-searched stocks), which can amplify moves in either direction as news flow continues. Article Title
• Neutral Sentiment: Commentary pieces note PayPal’s stablecoin and broader strategy could allow survival without dominance in every area—useful context but not an immediate catalyst. Article Title
• Negative Sentiment: Morgan Stanley reiterated a Sell rating and $51 price target, arguing AI and agentic commerce efforts won’t fully offset structural headwinds — a direct bearish analyst signal. Article Title
• Negative Sentiment: Opinion/downgrade pieces question whether PayPal can recover its former growth trajectory, framing the stock as potentially a value trap despite low valuation metrics. Article Title
• Negative Sentiment: Technical and price-action stories note PYPL has lost key support levels and has declined sharply over the past year — fueling momentum selling and caution among investors. Article Title

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on PYPL. Evercore ISI lowered their price objective on PayPal from $75.00 to $65.00 and set an “in-line” rating on the stock in a research report on Monday, December 8th. Argus increased their price objective on shares of PayPal from $81.00 to $87.00 and gave the company a “buy” rating in a report on Wednesday, October 29th. Truist Financial set a $58.00 target price on PayPal in a report on Tuesday. Wells Fargo & Company cut their price target on PayPal from $74.00 to $67.00 and set an “equal weight” rating for the company in a report on Tuesday, December 9th. Finally, Morgan Stanley reaffirmed a “negative” rating on shares of PayPal in a report on Wednesday, October 29th. Twelve research analysts have rated the stock with a Buy rating, twenty-four have given a Hold rating and four have issued a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $75.84.

Insiders Place Their Bets

In other PayPal news, 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 sale, the executive vice president owned 16,989 shares in the company, valued at $1,171,731.33. This trade represents a 18.43% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CAO Chris Natali sold 1,374 shares of the business’s stock in a transaction on Thursday, October 30th. The shares were sold at an average price of $69.13, for a total transaction of $94,984.62. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 36,156 shares of company stock worth $2,432,524. Corporate insiders own 0.08% of the company’s stock.

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.