Ossiam grew its position in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 22.8% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 638,634 shares of the credit services provider’s stock after purchasing an additional 118,507 shares during the quarter. Ossiam’s holdings in PayPal were worth $42,827,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds have also modified their holdings of the company. Cloud Capital Management LLC bought a new position in PayPal in the 3rd quarter worth $30,000. True Wealth Design LLC lifted its position in PayPal by 285.3% during the 3rd quarter. True Wealth Design LLC now owns 524 shares of the credit services provider’s stock worth $35,000 after acquiring an additional 388 shares during the last quarter. VSM Wealth Advisory LLC bought a new stake in PayPal during the second quarter valued at about $36,000. Dagco Inc. boosted its holdings in PayPal by 1,250.0% during the third quarter. Dagco Inc. now owns 540 shares of the credit services provider’s stock valued at $36,000 after acquiring an additional 500 shares during the period. Finally, Total Investment Management Inc. acquired a new stake in shares of PayPal in the second quarter valued at about $38,000. 68.32% of the stock is currently owned by institutional investors and hedge funds.
Analysts Set New Price Targets
A number of equities analysts have recently commented on PYPL shares. Citizens Jmp reiterated a “market perform” rating on shares of PayPal in a research note on Wednesday, February 4th. Wolfe Research restated a “sell” rating on shares of PayPal in a research note on Monday, February 23rd. Susquehanna lowered their target price on PayPal from $90.00 to $63.00 and set a “positive” rating on the stock in a report on Wednesday, February 4th. Morgan Stanley dropped their price target on PayPal from $50.00 to $34.00 and set an “underweight” rating on the stock in a research report on Wednesday, February 4th. Finally, Argus reduced their price objective on PayPal from $87.00 to $65.00 and set a “buy” rating for the company in a research report on Friday, February 6th. Eight equities research analysts have rated the stock with a Buy rating, thirty-one have given a Hold rating and six have given a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $59.03.
More PayPal News
Here are the key news stories impacting PayPal this week:
- Positive Sentiment: PayPal has been included in Mastercard’s new crypto partner program alongside firms like Binance and Ripple, which supports its PYUSD/stablecoin and payments roadmap and could help revenue diversification if partnerships scale. Binance, Ripple, PayPal join Mastercard’s 85+ partner crypto initiative
- Positive Sentiment: Valuation looks attractive to some investors and analysts: recent coverage highlights a low P/E and price targets above current levels, which can attract value buyers if execution stabilizes. Why PayPal’s Rally Faded—And What Could Restart It
- Neutral Sentiment: Macro and crypto market moves are creating mixed flows: regulatory alignment between the CFTC and SEC and episodic crypto volatility are shaping sentiment for payments/crypto plays like PayPal. This is a backdrop rather than an immediate company-specific catalyst. Crypto Currents: CFTC affirms crypto oversight alignment with SEC
- Negative Sentiment: Multiple securities class-action filings and numerous law‑firm alerts allege PayPal misled investors about growth and guidance (class period cited Feb 25, 2025–Feb 2, 2026). Firms are soliciting lead‑plaintiff motions with an April 20, 2026 deadline — this litigation wave increases legal risk, potential costs, and investor uncertainty. PayPal Holdings (PYPL) Faces Securities Class Action Amid $9 Billion Market Cap Wipeout, CEO Departure — Hagens Berman
- Negative Sentiment: Competition and management turnover remain immediate execution risks: coverage notes weak Feb results, cautious guidance, and the CEO departure — all drivers behind the recent selloff and continued skepticism until clear operational improvement is shown. Why PayPal’s Rally Faded—And What Could Restart It
- Negative Sentiment: High-profile commentary suggests competitive pressure from other payment/fintech platforms and actions by industry figures (e.g., Elon Musk) could further compress PayPal’s growth in key consumer/payment corridors. Elon Musk just made things uncomfortable for PayPal and Cash App
Insider Activity at PayPal
In related news, CAO Chris Natali sold 2,208 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $44.73, for a total value of $98,763.84. Following the completion of the transaction, the chief accounting officer directly owned 1,140 shares of the company’s stock, valued at $50,992.20. This trade represents a 65.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Frank Keller sold 29,581 shares of PayPal stock in a transaction on 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 owned 51,567 shares in the company, valued at $2,373,113.34. This represents a 36.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 87,608 shares of company stock worth $3,831,535. 0.08% of the stock is owned by corporate insiders.
PayPal Stock Up 1.2%
PYPL stock opened at $44.90 on Friday. PayPal Holdings, Inc. has a twelve month low of $38.46 and a twelve month high of $79.50. The company has a market cap of $41.34 billion, a PE ratio of 8.30, a price-to-earnings-growth ratio of 1.32 and a beta of 1.43. The business’s 50-day simple moving average is $48.91 and its 200 day simple moving average is $59.82. 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 (NASDAQ:PYPL – Get Free Report) last posted its quarterly earnings results on Tuesday, February 3rd. The credit services provider reported $1.23 EPS 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 firm had revenue of $8.68 billion during the quarter, compared to analyst estimates of $8.82 billion. During the same period last year, the company earned $1.19 EPS. The company’s revenue was up 4.0% on a year-over-year basis. On average, research analysts anticipate that PayPal Holdings, Inc. will post 5.03 earnings per share for the current year.
PayPal Announces Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 25th. Stockholders of record on Wednesday, March 4th will be given a dividend of $0.14 per share. The ex-dividend date is Wednesday, March 4th. This represents a $0.56 dividend on an annualized basis and a dividend yield of 1.2%. PayPal’s payout ratio is currently 10.35%.
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.
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