20,000 Shares in PayPal Holdings, Inc. $PYPL Purchased by SPX Gestao de Recursos Ltda

SPX Gestao de Recursos Ltda acquired a new stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 20,000 shares of the credit services provider’s stock, valued at approximately $1,341,000.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the company. Cloud Capital Management LLC purchased a new position in PayPal in the 3rd quarter worth approximately $30,000. True Wealth Design LLC lifted its holdings in shares of PayPal by 285.3% during the third quarter. True Wealth Design LLC now owns 524 shares of the credit services provider’s stock valued at $35,000 after purchasing an additional 388 shares in the last quarter. VSM Wealth Advisory LLC purchased a new stake in shares of PayPal during the second quarter valued at $36,000. Dagco Inc. increased its holdings in PayPal by 1,250.0% in the 3rd quarter. Dagco Inc. now owns 540 shares of the credit services provider’s stock worth $36,000 after buying an additional 500 shares in the last quarter. Finally, Total Investment Management Inc. bought a new position in PayPal during the 2nd quarter valued at about $38,000. Institutional investors own 68.32% of the company’s stock.

Insiders Place Their Bets

In other PayPal news, EVP Frank Keller sold 29,581 shares of the firm’s stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $46.02, for a total transaction of $1,361,317.62. Following the sale, the executive vice president directly owned 51,567 shares of the company’s stock, valued at $2,373,113.34. This trade represents a 36.45% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Suzan Kereere sold 13,515 shares of the company’s stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $46.02, for a total value of $621,960.30. Following the completion of the transaction, the insider directly owned 30,983 shares of the company’s stock, valued at approximately $1,425,837.66. This trade represents a 30.37% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 87,608 shares of company stock worth $3,831,535. Corporate insiders own 0.08% of the company’s stock.

Key Stories Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Concrete PYUSD use case: PayPal’s partnership to enable digital‑asset settlement of freight invoices with TCS Blockchain gives PYUSD a real B2B payments application that could add transaction volume and fee opportunities. Read More.
• Positive Sentiment: Stablecoin narrative supports adoption: industry reports show the stablecoin market concentrating around a few players, highlighting PYUSD’s growing relevance vs. smaller alternatives. This supports PayPal’s strategic push into tokenized payments. Read More.
• Neutral Sentiment: Analyst coverage with limited upside: Bank of America started coverage with a “neutral” rating and a $48 target, signaling attention but only modest upside from current levels. Read More.
• Neutral Sentiment: Re‑rating / valuation debate: Multiple market writeups are re‑evaluating PayPal after the share reset — this keeps the stock in focus and boosts trading volume but produces mixed buy/hold views. Read More.
• Negative Sentiment: Major legal overhang — several law firms have filed or solicited plaintiffs for securities class actions alleging PayPal misled investors about growth and guidance; lead‑plaintiff deadlines (April 20, 2026) intensify litigation risk and potential settlement costs. Read More.
• Negative Sentiment: Insider selling: Several senior executives have disclosed sizable sales (EVP Frank Keller, CAO Chris Natali and others), which investors often interpret as a near‑term negative signal. Read More.
• Negative Sentiment: Short interest rising and recent downgrades: Reports show increased short interest and fresh downgrades / cautious price targets following PayPal’s Q4 revenue and EPS miss, which remain central to the bearish case. Read More. • Read More.

PayPal Stock Down 1.4%

PYPL stock opened at $46.98 on Friday. The business’s 50-day moving average price is $50.26 and its 200-day moving average price is $60.64. The stock has a market cap of $43.25 billion, a P/E ratio of 8.68, a PEG ratio of 1.11 and a beta of 1.43. The company has a quick ratio of 1.29, a current ratio of 1.29 and a debt-to-equity ratio of 0.49. PayPal Holdings, Inc. has a twelve month low of $38.46 and a twelve month high of $79.50.

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

PayPal Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, March 25th. Investors of record on Wednesday, March 4th will be issued a $0.14 dividend. The ex-dividend date of this dividend is Wednesday, March 4th. This represents a $0.56 annualized dividend and a yield of 1.2%. PayPal’s dividend payout ratio is currently 10.35%.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on PYPL shares. KGI Securities reaffirmed a “hold” rating and issued a $55.00 target price on shares of PayPal in a research report on Monday, March 2nd. Weiss Ratings reissued a “hold (c)” rating on shares of PayPal in a research report on Thursday, January 22nd. BNP Paribas Exane reduced their price target on shares of PayPal from $71.00 to $69.00 and set a “neutral” rating for the company in a research report on Tuesday, December 2nd. JPMorgan Chase & Co. cut their target price on shares of PayPal from $70.00 to $46.00 and set a “neutral” rating for the company in a research report on Wednesday, February 4th. Finally, Jefferies Financial Group reiterated a “hold” rating on shares of PayPal in a research report on Wednesday, January 7th. Eight equities research analysts have rated the stock with a Buy rating, thirty-one have assigned a Hold rating and six have given a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $59.03.

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.