Caisse Des Depots ET Consignations Buys 41,163 Shares of PayPal Holdings, Inc. $PYPL

Caisse Des Depots ET Consignations lifted its stake in PayPal Holdings, Inc. (NASDAQ:PYPL) by 153.4% in the 4th quarter, Holdings Channel reports. The institutional investor owned 67,995 shares of the credit services provider’s stock after acquiring an additional 41,163 shares during the period. Caisse Des Depots ET Consignations’ holdings in PayPal were worth $3,970,000 as of its most recent filing with the SEC.

Several other hedge funds have also made changes to their positions in PYPL. Vanguard Group Inc. lifted its stake in PayPal by 6.5% during the fourth quarter. Vanguard Group Inc. now owns 90,376,927 shares of the credit services provider’s stock worth $5,276,205,000 after purchasing an additional 5,534,462 shares during the period. Capital Research Global Investors lifted its stake in PayPal by 2.3% during the third quarter. Capital Research Global Investors now owns 27,953,803 shares of the credit services provider’s stock worth $1,874,637,000 after purchasing an additional 636,441 shares during the period. Invesco Ltd. lifted its stake in PayPal by 10.9% during the third quarter. Invesco Ltd. now owns 11,131,949 shares of the credit services provider’s stock worth $746,508,000 after purchasing an additional 1,093,365 shares during the period. Amundi lifted its stake in PayPal by 1.6% during the third quarter. Amundi now owns 8,493,311 shares of the credit services provider’s stock worth $605,488,000 after purchasing an additional 132,837 shares during the period. Finally, Dimensional Fund Advisors LP lifted its stake in PayPal by 35.9% during the third quarter. Dimensional Fund Advisors LP now owns 8,177,536 shares of the credit services provider’s stock worth $548,520,000 after purchasing an additional 2,160,227 shares during the period. Institutional investors own 68.32% of the company’s stock.

PayPal Stock Performance

NASDAQ PYPL opened at $50.44 on Friday. The firm has a market cap of $45.38 billion, a price-to-earnings ratio of 9.32, a PEG ratio of 1.44 and a beta of 1.39. The company has a 50 day moving average of $46.63 and a 200-day moving average of $54.63. The company has a current ratio of 1.29, a quick ratio of 1.29 and a debt-to-equity ratio of 0.49. PayPal Holdings, Inc. has a 1-year low of $38.46 and a 1-year high of $79.50.

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). The firm had revenue of $8.68 billion for the quarter, compared to analyst estimates of $8.82 billion. PayPal had a return on equity of 25.42% and a net margin of 15.77%.The business’s quarterly revenue was up 4.0% on a year-over-year basis. During the same period in the previous year, the business posted $1.19 EPS. On average, equities analysts forecast that PayPal Holdings, Inc. will post 5.31 earnings per share for the current fiscal year.

PayPal Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, March 25th. Stockholders of record on Wednesday, March 4th were issued a dividend of $0.14 per share. The ex-dividend date of this dividend was Wednesday, March 4th. This represents a $0.56 annualized dividend and a dividend yield of 1.1%. PayPal’s dividend payout ratio (DPR) is presently 10.35%.

Wall Street Analyst Weigh In

A number of research analysts have commented on PYPL shares. Zacks Research upgraded shares of PayPal from a “strong sell” rating to a “hold” rating in a research note on Friday, April 17th. Citigroup raised their price target on shares of PayPal from $42.00 to $48.00 and gave the stock a “neutral” rating in a research note on Wednesday, April 8th. Mizuho restated a “neutral” rating and set a $50.00 price target (down from $60.00) on shares of PayPal in a research note on Thursday, April 16th. Citizens Jmp restated a “market perform” rating on shares of PayPal in a research note on Wednesday, February 4th. Finally, KGI Securities restated a “hold” rating and set a $55.00 price target on shares of PayPal in a research note on Monday, March 2nd. Seven equities research analysts have rated the stock with a Buy rating, thirty-three have assigned a Hold rating and five have given a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Hold” and an average target price of $56.55.

Key Stories Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal announced a strategic reorganization into three operating units (Checkout & PayPal; Consumer Financial Services & Venmo; Payment Services & Crypto) and management changes intended to sharpen execution and make high‑growth assets easier to value or monetize. PayPal Announces Strategic Reorganization to Accelerate Growth
• Positive Sentiment: PayPal is making Venmo a standalone business unit with new leadership — a move investors view as unlocking optionality (spinoff/sale or clearer valuation of Venmo’s high‑growth profile). PayPal makes Venmo a separate unit as CEO Lores looks to boost growth
• Positive Sentiment: PayPal shows up in tokenization deals — partnerships (via Ondo Finance) to offer tokenized U.S. stocks/ETFs and regulated on‑chain securities widen PayPal’s institutional crypto footprint and product optionality. This supports revenue diversification if adoption scales. Wall Street Backing Fuels Ondo Finance Tokenization Across Global Markets
• Positive Sentiment: Coverage notes PayPal is consolidating crypto and payments capabilities (PYUSD, Braintree, crypto services) into clearer reporting lines — a structural push that could help monetize stablecoin and crypto services. Pension Funds, PayPal, and Policy: How 2026 Is Redrawing the Crypto Market Map
• Neutral Sentiment: Investors are focused on PayPal’s Q1 2026 earnings release (May 5). Execution, revenue growth and margin commentary will likely drive short‑term moves more than strategic headlines. PayPal Will Report Q1 Earnings on May 5 — Will a New CEO Save PYPL Stock?
• Neutral Sentiment: Wall Street still rates PYPL largely as a “Hold”; Bank of America recently raised its target while consensus price targets sit below prior highs — analyst views create mixed near‑term expectations. Are Wall Street Analysts Predicting PayPal Holdings Stock Will Climb or Sink?
• Negative Sentiment: Insider selling: CFO Frank Keller (10,732 shares) and CAO Chris Natali (1,337 shares) executed Rule 10b5‑1 sales late April. While pre‑arranged, these disclosures can add short‑term selling pressure and raise governance questions for some investors. PayPal (NASDAQ:PYPL) Insider Selling

Insider Transactions at PayPal

In other news, insider Suzan Kereere sold 13,515 shares of the firm’s stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $46.02, for a total transaction of $621,960.30. Following the completion of the sale, the insider 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 ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CAO Chris Natali sold 1,337 shares of the firm’s stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $49.46, for a total transaction of $66,128.02. Following the sale, the chief accounting officer directly owned 1,586 shares of the company’s stock, valued at approximately $78,443.56. The trade was a 45.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 99,677 shares of company stock valued at $4,433,834. Corporate insiders own 0.63% of the company’s stock.

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.