Thompson Investment Management Inc. Acquires 19,156 Shares of PayPal Holdings, Inc. $PYPL

Thompson Investment Management Inc. lifted its holdings in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 11.8% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 181,944 shares of the credit services provider’s stock after purchasing an additional 19,156 shares during the period. PayPal accounts for about 1.3% of Thompson Investment Management Inc.’s portfolio, making the stock its 19th largest position. Thompson Investment Management Inc.’s holdings in PayPal were worth $10,622,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Capital Research Global Investors raised its holdings in shares of PayPal by 2.3% in the third quarter. Capital Research Global Investors now owns 27,953,803 shares of the credit services provider’s stock valued at $1,874,637,000 after buying an additional 636,441 shares during the last quarter. Invesco Ltd. grew its holdings in PayPal by 10.9% during the 3rd quarter. Invesco Ltd. now owns 11,131,949 shares of the credit services provider’s stock worth $746,508,000 after acquiring an additional 1,093,365 shares during the last quarter. Amundi grew its holdings in PayPal by 1.6% during the 3rd quarter. Amundi now owns 8,493,311 shares of the credit services provider’s stock worth $605,488,000 after acquiring an additional 132,837 shares during the last quarter. Dimensional Fund Advisors LP increased its position in PayPal by 35.9% in the 3rd quarter. Dimensional Fund Advisors LP now owns 8,177,536 shares of the credit services provider’s stock valued at $548,520,000 after acquiring an additional 2,160,227 shares in the last quarter. Finally, Legal & General Group Plc increased its position in PayPal by 3.2% in the 3rd quarter. Legal & General Group Plc now owns 6,951,876 shares of the credit services provider’s stock valued at $466,193,000 after acquiring an additional 217,329 shares in the last quarter. 68.32% of the stock is currently owned by institutional investors and hedge funds.

PayPal Price Performance

Shares of NASDAQ PYPL opened at $43.59 on Monday. PayPal Holdings, Inc. has a 1 year low of $38.46 and a 1 year high of $79.50. The firm’s 50-day moving average is $46.29 and its 200-day moving average is $57.99. The company has a current ratio of 1.29, a quick ratio of 1.29 and a debt-to-equity ratio of 0.49. The firm has a market capitalization of $40.13 billion, a PE ratio of 8.06, a price-to-earnings-growth ratio of 1.30 and a beta of 1.43.

PayPal (NASDAQ:PYPL) last posted its quarterly earnings results on Tuesday, February 3rd. The credit services provider reported $1.23 earnings per share 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 business had revenue of $8.68 billion for the quarter, compared to the consensus estimate of $8.82 billion. During the same period last year, the firm earned $1.19 earnings per share. The company’s quarterly revenue was up 4.0% on a year-over-year basis. Equities analysts expect that PayPal Holdings, Inc. will post 5.03 EPS for the current year.

PayPal Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, March 25th. Shareholders of record on Wednesday, March 4th were given a dividend of $0.14 per share. The ex-dividend date was Wednesday, March 4th. This represents a $0.56 annualized dividend and a dividend yield of 1.3%. PayPal’s payout ratio is presently 10.35%.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on PYPL shares. William Blair reiterated a “market perform” rating on shares of PayPal in a research report on Tuesday, February 3rd. Compass Point raised shares of PayPal from a “sell” rating to a “neutral” rating and set a $51.00 price target for the company in a report on Wednesday, February 4th. HSBC cut shares of PayPal from a “buy” rating to a “hold” rating and set a $47.00 price objective for the company. in a research report on Wednesday, February 4th. Royal Bank Of Canada reduced their price objective on PayPal from $91.00 to $59.00 and set an “outperform” rating on the stock in a report on Wednesday, February 4th. Finally, Morgan Stanley decreased their price objective on PayPal from $50.00 to $34.00 and set an “underweight” rating on the stock in a research report on Wednesday, February 4th. Eight investment analysts have rated the stock with a Buy rating, thirty have assigned a Hold rating and six have given a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $58.43.

More PayPal News

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Board/leadership boost — PayPal added Alyssa Henry (former Block/Square CEO) to its board, giving management deeper payments and merchant-platform experience that could help execution on product expansions and merchant adoption. PayPal (PYPL) Stock Reacts as Company Welcomes Former Square CEO Alyssa Henry to Board
• Positive Sentiment: Product/market expansion — PayPal is expanding its USD stablecoin (PYUSD) internationally and integrating with crypto platforms (Bybit EU) to enable fiat on/off ramps in Europe under MiCA, which could drive new flows, fees and cross-border use cases if adoption scales. PayPal Expands PYUSD Globally As Board Shift Frames Valuation Question
• Neutral Sentiment: Street positioning — Analysts presently rate PYPL around a consensus “Hold”, reflecting mixed views: valuation appears cheap on forward P/E but outlook and execution risks keep many from turning bullish. PayPal Holdings, Inc. (NASDAQ:PYPL) Receives Consensus Rating of “Hold” from Analysts
• Negative Sentiment: Legal overhang — Multiple law firms and plaintiff notices surfaced after a surprise CEO ouster and the withdrawal of long‑term targets; a wave of securities-class-action filings and lead‑plaintiff notices increases potential litigation costs, distraction and uncertainty for investors. PYPL ALERT: Hagens Berman Alerts PayPal (PYPL) Investors to Securities Class Action
• Negative Sentiment: Regulatory/regulatory‑political scrutiny — The FTC sent warning letters about “debanking” practices to PayPal and other payment firms, increasing regulatory oversight and reputational risk tied to politically sensitive account‑closure decisions. That scrutiny can complicate compliance and customer‑risk policies. FTC warns PayPal, Visa, Mastercard and Stripe against debanking after Trump’s executive order
• Negative Sentiment: Valuation vs. fundamentals — Coverage pieces note PYPL trades at a low forward P/E but warn weak guidance, competitive pressure (BNPL competitors, merchant alternatives) and macro headwinds may limit upside until growth visibility returns. PayPal Stock Trades Below Industry P/E: How to Play the Stock?

Insider Activity

In other 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 transaction, the chief accounting officer directly owned 1,140 shares in the company, valued at $50,992.20. This trade represents a 65.95% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 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 value of $1,361,317.62. Following the sale, the executive vice president directly owned 51,567 shares of the company’s stock, valued at approximately $2,373,113.34. This trade represents a 36.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 87,608 shares of company stock valued at $3,831,535 in the last 90 days. 0.08% of the stock is owned by company insiders.

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.