Varma Mutual Pension Insurance Co Purchases 35,300 Shares of PayPal Holdings, Inc. $PYPL

Varma Mutual Pension Insurance Co raised its position in PayPal Holdings, Inc. (NASDAQ:PYPL) by 22.0% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 195,929 shares of the credit services provider’s stock after acquiring an additional 35,300 shares during the period. Varma Mutual Pension Insurance Co’s holdings in PayPal were worth $13,139,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the company. Norges Bank bought a new position in PayPal in the second quarter worth $921,570,000. Lazard Asset Management LLC lifted its holdings in shares of 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 acquiring an additional 1,925,583 shares during the period. Arrowstreet Capital Limited Partnership boosted its position in shares of 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 valued at $265,250,000 after acquiring an additional 1,107,202 shares in the last quarter. Federated Hermes Inc. increased its stake in PayPal by 3,552.7% in the third quarter. Federated Hermes Inc. now owns 690,696 shares of the credit services provider’s stock valued at $46,318,000 after acquiring an additional 671,787 shares during the period. Finally, Primecap Management Co. CA increased its stake in PayPal by 9.5% in 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 period. Institutional investors and hedge funds own 68.32% of the company’s stock.

Insider Buying and Selling at PayPal

In related news, EVP Frank Keller sold 3,478 shares of the firm’s stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $40.20, for a total value of $139,815.60. Following the transaction, the executive vice president owned 51,567 shares in the company, valued at $2,072,993.40. This trade represents a 6.32% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Suzan Kereere sold 4,162 shares of PayPal stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $59.84, for a total value of $249,054.08. Following the completion of 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 disclosure for this sale is available in the SEC filing. 0.08% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on PYPL shares. Macquarie Infrastructure lifted their price objective on PayPal from $95.00 to $100.00 and gave the company an “outperform” rating in a report on Wednesday, October 29th. Keefe, Bruyette & Woods upped their price target on PayPal from $85.00 to $90.00 and gave the company an “outperform” rating in a research report on Wednesday, October 29th. The Goldman Sachs Group cut their price objective on PayPal from $64.00 to $41.00 and set a “sell” rating for the company in a report on Wednesday, February 4th. BTIG Research reaffirmed a “neutral” rating on shares of PayPal in a report on Tuesday, February 3rd. Finally, Morgan Stanley lowered their target price on shares of PayPal from $50.00 to $34.00 and set an “underweight” rating on the stock in a report on Wednesday, February 4th. Ten equities research analysts have rated the stock with a Buy rating, thirty have given a Hold rating and five have issued a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $61.03.

PayPal Stock Performance

PayPal stock opened at $39.08 on Friday. PayPal Holdings, Inc. has a 12-month low of $38.46 and a 12-month high of $79.50. The stock has a 50-day simple moving average of $55.45 and a 200 day simple moving average of $63.42. The company has a quick ratio of 1.29, a current ratio of 1.29 and a debt-to-equity ratio of 0.49. The stock has a market capitalization of $35.98 billion, a price-to-earnings ratio of 7.22, a P/E/G ratio of 1.05 and a beta of 1.43.

PayPal (NASDAQ:PYPL) last posted its quarterly earnings data on Tuesday, February 3rd. The credit services provider reported $1.23 earnings per share for the quarter, missing the consensus estimate of $1.29 by ($0.06). PayPal had a net margin of 15.77% and a return on equity of 25.42%. The company had revenue of $8.68 billion during the quarter, compared to analyst estimates of $8.82 billion. During the same quarter in the previous year, the business posted $1.19 EPS. The company’s revenue was up 4.0% compared to the same quarter last year. On average, research analysts anticipate that PayPal Holdings, Inc. will post 5.03 earnings per share for the current fiscal year.

PayPal Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 25th. Investors of record on Wednesday, March 4th will be given a $0.14 dividend. This represents a $0.56 annualized dividend and a yield of 1.4%. The ex-dividend date is Wednesday, March 4th. PayPal’s payout ratio is 10.35%.

PayPal News Roundup

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal announced an agentic AI travel partnership with Sabre and Mindtrip — a commercial product tie‑up that could expand payments volume and showcase PayPal’s merchant integrations. Sabre, PayPal, and Mindtrip partner
• Neutral Sentiment: Management transition and strategic refocus: coverage highlights a CEO change and new product pushes (automotive payments/other verticals). Leadership turnover can be a catalyst but also increases near‑term execution risk. PayPal Shifts Gears With New CEO
• Negative Sentiment: Zacks downgraded PYPL to a “strong sell” and added it to its Rank #5 list after EPS consensus revisions and a sharp post‑earnings decline — signaling analyst pessimism on near‑term earnings. Zacks downgrade / Bear coverage
• Negative Sentiment: Multiple price‑target cuts: Daiwa lowered its target to $42 and Rothschild/Redburn cut to $32 and kept a sell rating — these reduce the analyst support level for the stock and increase downside risk. Daiwa cuts PYPL PT to $42 Rothschild trims PT to $32
• Negative Sentiment: Additional sell‑side caution and negative headlines (Truist pessimistic forecast; headlines noting the stock decline after downgrades) are pressuring sentiment and trading momentum. PYPL Stock Down on Analyst Downgrade Seeking Alpha: What’s next after Q4 earnings crash
• Negative Sentiment: Investor litigation interest: multiple law firms (Pomerantz, Kessler Topaz) have launched investigations into PayPal, increasing legal and disclosure uncertainty. Pomerantz investor alert Kessler Topaz investigation

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.