PayPal Holdings, Inc. $PYPL Shares Acquired by National Pension Service

National Pension Service lifted its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 1.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,855,897 shares of the credit services provider’s stock after purchasing an additional 51,268 shares during the period. National Pension Service owned about 0.31% of PayPal worth $191,516,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of PYPL. Thompson Investment Management Inc. increased its stake in PayPal by 2.8% in the second quarter. Thompson Investment Management Inc. now owns 154,991 shares of the credit services provider’s stock valued at $11,519,000 after purchasing an additional 4,165 shares during the period. Merit Financial Group LLC boosted its stake in shares of PayPal by 15.5% during the third quarter. Merit Financial Group LLC now owns 164,901 shares of the credit services provider’s stock worth $11,058,000 after buying an additional 22,139 shares during the period. Nordea Investment Management AB grew its holdings in shares of PayPal by 7.9% during the third quarter. Nordea Investment Management AB now owns 4,292,583 shares of the credit services provider’s stock worth $291,338,000 after buying an additional 313,180 shares during the last quarter. Rakuten Investment Management Inc. acquired a new position in PayPal in the 3rd quarter valued at about $13,210,000. Finally, Ariose Capital Management Ltd raised its stake in PayPal by 347.0% during the 3rd quarter. Ariose Capital Management Ltd now owns 193,100 shares of the credit services provider’s stock valued at $12,949,000 after acquiring an additional 149,898 shares during the last quarter. Hedge funds and other institutional investors own 68.32% of the company’s stock.

PayPal Price Performance

Shares of NASDAQ PYPL opened at $52.69 on Friday. 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 Holdings, Inc. has a one year low of $52.06 and a one year high of $90.40. The firm has a market capitalization of $49.30 billion, a P/E ratio of 10.56, a PEG ratio of 0.66 and a beta of 1.42. The company’s fifty day moving average is $59.03 and its two-hundred day moving average is $65.45.

Wall Street Analyst Weigh In

Several brokerages have weighed in on PYPL. Macquarie lifted their target price on PayPal from $95.00 to $100.00 and gave the company an “outperform” rating in a research note on Wednesday, October 29th. The Goldman Sachs Group decreased their price target on PayPal from $72.00 to $65.00 and set a “sell” rating for the company in a report on Tuesday, January 6th. Raymond James Financial reissued a “hold” rating on shares of PayPal in a research note on Thursday, January 15th. Rothschild Redb cut shares of PayPal from a “hold” rating to a “strong sell” rating in a research note on Wednesday. Finally, KGI Securities lowered their target price on shares of PayPal from $85.00 to $80.00 in a report on Monday, November 10th. Twelve investment analysts have rated the stock with a Buy rating, twenty-four have assigned a Hold rating and six have issued a Sell rating to the company. Based on data from MarketBeat, PayPal currently has an average rating of “Hold” and a consensus target price of $73.10.

Insider Transactions at PayPal

In related news, insider Suzan Kereere sold 4,162 shares of the business’s stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $59.84, for a total transaction of $249,054.08. Following the sale, the insider owned 30,983 shares of the company’s stock, valued at approximately $1,854,022.72. The trade was a 11.84% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Aaron Webster sold 9,282 shares of the 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 completion of the transaction, the executive vice president directly owned 35,699 shares of the company’s stock, valued at approximately $2,366,486.71. This trade represents a 20.64% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 25,944 shares of company stock worth $1,725,233. 0.08% of the stock is owned by insiders.

Trending Headlines about PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Cantor Fitzgerald upgraded PayPal, offering a near-term supportive data point that some investors may view as a counterbalance to recent negative analyst actions. PayPal (NASDAQ:PYPL) Upgraded at Cantor Fitzgerald
• Positive Sentiment: Bullish commentary (The Motley Fool) argues 2026 could be a breakout year for PayPal driven by a large new partnership and product momentum—this is a thematic positive for longer-term investor sentiment. Prediction: 2026 Will Be the Year of PayPal
• Neutral Sentiment: Analysts and previews emphasize that PayPal’s Q4 earnings (Feb. 3) and forward guidance are the next major catalysts — results could swing the stock either way depending on volumes, margins and guidance. Paypal (PYPL) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
• Neutral Sentiment: Coverage highlighting PayPal’s role in shaping the Nasdaq-100 digital commerce narrative underscores strategic importance but is not an immediate price driver. PayPal (NASDAQ:PYPL) Shapes Nasdaq 100 Index Narrative on Digital Commerce
• Neutral Sentiment: Macro and industry discussions (e.g., bitcoin commentary from a former PayPal executive) are interesting context but have limited direct impact on PYPL near-term performance. Bitcoin Could Hit $1.1 Million To $1.5M, Former PayPal President Says
• Negative Sentiment: Rothschild & Co Redburn downgraded PayPal to a Sell/strong-sell stance — a high-profile downgrade that has been cited as a primary driver of the intraday weakness. Rothschild & Co Redburn Downgrades PayPal (NASDAQ:PYPL) to Sell
• Negative Sentiment: Multiple firms have trimmed targets or warned on volumes (HSBC cut its price target; Truist lowered its PT and flagged difficult volume comps), increasing downward pressure on consensus expectations. HSBC Lowers PayPal (NASDAQ:PYPL) Price Target to $72.00
• Negative Sentiment: Analyst-driven sell-side momentum has pushed shares to a new 52-week low and produced several short-term sell calls — accelerating the decline and higher trading volume. PayPal (NASDAQ:PYPL) Hits New 52-Week Low on Analyst Downgrade
• Negative Sentiment: Analysts and commentators note a ~23% three‑month slide driven by competition, tariffs and rising expenses; while product initiatives offer hope, near-term operational headwinds are pressuring multiples. PayPal Plunges 23.3% in 3 Months: Time to Buy, Sell or Hold the Stock?

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.