Resona Asset Management Co. Ltd. Reduces Stake in PayPal Holdings, Inc. $PYPL

Resona Asset Management Co. Ltd. lessened its holdings in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 6.1% during the 3rd quarter, Holdings Channel.com reports. The fund owned 302,229 shares of the credit services provider’s stock after selling 19,590 shares during the period. Resona Asset Management Co. Ltd.’s holdings in PayPal were worth $20,401,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Norges Bank acquired a new stake in PayPal during the second quarter worth approximately $921,570,000. Lazard Asset Management LLC boosted its holdings in shares of PayPal by 1,066.0% in the 2nd quarter. Lazard Asset Management LLC now owns 2,106,215 shares of the credit services provider’s stock valued at $156,532,000 after buying an additional 1,925,583 shares in the last quarter. Arrowstreet Capital Limited Partnership grew its position in shares of PayPal by 45.0% in 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 buying an additional 1,107,202 shares during the last quarter. Robeco Institutional Asset Management B.V. raised its stake in PayPal by 15.2% during the 2nd quarter. Robeco Institutional Asset Management B.V. now owns 5,726,695 shares of the credit services provider’s stock worth $425,608,000 after acquiring an additional 756,058 shares in the last quarter. Finally, Primecap Management Co. CA lifted its position 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 last quarter. 68.32% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, EVP Diego Scotti sold 3,838 shares of the business’s stock in a transaction dated Thursday, October 30th. The shares were sold at an average price of $68.97, for a total value of $264,706.86. Following the completion of the transaction, the executive vice president owned 16,989 shares of the company’s stock, valued at approximately $1,171,731.33. The trade was a 18.43% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Suzan Kereere sold 12,500 shares of PayPal stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $68.87, for a total transaction of $860,875.00. Following the sale, the insider owned 30,983 shares of the company’s stock, valued at approximately $2,133,799.21. This trade represents a 28.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 36,156 shares of company stock worth $2,432,524. Company insiders own 0.08% of the company’s stock.

PayPal Trading Down 0.9%

Shares of PYPL opened at $56.62 on Friday. PayPal Holdings, Inc. has a twelve month low of $55.01 and a twelve month high of $90.93. The firm has a market capitalization of $52.98 billion, a P/E ratio of 11.35, a PEG ratio of 0.70 and a beta of 1.42. The firm’s 50-day moving average is $59.62 and its two-hundred day moving average is $66.12. The company has a current ratio of 1.34, a quick ratio of 1.34 and a debt-to-equity ratio of 0.56.

PayPal (NASDAQ:PYPL) last released its quarterly earnings results on Tuesday, October 28th. The credit services provider reported $1.34 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.20 by $0.14. PayPal had a return on equity of 25.64% and a net margin of 14.96%.The business had revenue of $8.42 billion during the quarter, compared to the consensus estimate of $8.21 billion. During the same quarter in the previous year, the company posted $1.20 EPS. The business’s revenue was up 7.3% on a year-over-year basis. PayPal has set its Q4 2025 guidance at 1.270-1.310 EPS and its FY 2025 guidance at 5.350-5.390 EPS. On average, research analysts predict that PayPal Holdings, Inc. will post 5.03 earnings per share for the current fiscal year.

PayPal Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, December 10th. Shareholders of record on Wednesday, November 19th were given a dividend of $0.14 per share. The ex-dividend date of this dividend was Wednesday, November 19th. This represents a $0.56 annualized dividend and a yield of 1.0%. PayPal’s dividend payout ratio (DPR) is presently 11.22%.

More PayPal News

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal agreed to acquire Cymbio to accelerate agentic commerce and multichannel AI-driven selling for merchants — a clear strategic move to deepen merchant-facing AI capabilities. Article Title
• Positive Sentiment: Coverage and trade reaction note the Cymbio deal and related AI-commerce angle as a growth catalyst that could help monetize AI shopping integrations. Article Title
• Positive Sentiment: PayPal is reported to have partnered with OpenAI and applied to become a bank — moves that, if approved and executed well, expand product reach (AI experiences and deposit/credit capability). Article Title
• Neutral Sentiment: Investor attention is elevated (Zacks highlights PYPL among most-searched stocks), which can amplify moves in either direction as news flow continues. Article Title
• Neutral Sentiment: Commentary pieces note PayPal’s stablecoin and broader strategy could allow survival without dominance in every area—useful context but not an immediate catalyst. Article Title
• Negative Sentiment: Morgan Stanley reiterated a Sell rating and $51 price target, arguing AI and agentic commerce efforts won’t fully offset structural headwinds — a direct bearish analyst signal. Article Title
• Negative Sentiment: Opinion/downgrade pieces question whether PayPal can recover its former growth trajectory, framing the stock as potentially a value trap despite low valuation metrics. Article Title
• Negative Sentiment: Technical and price-action stories note PYPL has lost key support levels and has declined sharply over the past year — fueling momentum selling and caution among investors. Article Title

Analysts Set New Price Targets

Several equities analysts have issued reports on the company. Keefe, Bruyette & Woods raised their price objective on PayPal from $85.00 to $90.00 and gave the stock an “outperform” rating in a report on Wednesday, October 29th. President Capital dropped their price target on PayPal from $91.00 to $80.00 and set a “buy” rating on the stock in a research note on Tuesday, November 25th. Wells Fargo & Company cut their price target on PayPal from $74.00 to $67.00 and set an “equal weight” rating on the stock in a research report on Tuesday, December 9th. Monness Crespi & Hardt downgraded PayPal from a “buy” rating to a “neutral” rating in a report on Monday, January 5th. Finally, Macquarie lifted their target price on shares of PayPal from $95.00 to $100.00 and gave the company an “outperform” rating in a report on Wednesday, October 29th. Twelve analysts have rated the stock with a Buy rating, twenty-four have given a Hold rating and four have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $75.84.

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.