238,669 Shares in PayPal Holdings, Inc. $PYPL Bought by Nykredit A S

Key Points

• Nykredit A S acquired 238,669 PayPal shares worth approximately $10.3 million during the second quarter. Institutional investors collectively own 68.32% of PayPal, with BlackRock, Bank of America and Norges Bank among major holders.
• PayPal beat quarterly earnings expectations, reporting $1.38 in EPS and $8.68 billion in revenue, up 4.8% year over year. The company also declared a quarterly dividend of $0.14 per share, representing a 1.1% annualized yield.
• Analyst sentiment remains cautious: PayPal has a consensus “Hold” rating and an average price target of $56.03, while several firms recently lowered their targets amid concerns about slower growth and competitive pressure.

Nykredit A S bought a new position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 238,669 shares of the credit services provider's stock, valued at approximately $10,306,000.

Other institutional investors also recently bought and sold shares of the company. BlackRock Inc. acquired a new stake in shares of PayPal in the second quarter worth about $3,236,989,000. Bank of America Corp DE increased its holdings in shares of PayPal by 67.9% during the 1st quarter. Bank of America Corp DE now owns 25,614,720 shares of the credit services provider's stock valued at $1,158,554,000 after acquiring an additional 10,356,256 shares during the last quarter. Norges Bank bought a new position in shares of PayPal in the 4th quarter valued at approximately $949,758,000. Amundi raised its stake in shares of PayPal by 227.6% in the 1st quarter. Amundi now owns 13,804,208 shares of the credit services provider's stock valued at $624,364,000 after acquiring an additional 9,590,488 shares in the last quarter. Finally, Primecap Management Co. CA acquired a new stake in PayPal in the 2nd quarter worth approximately $422,092,000. 68.32% of the stock is currently owned by institutional investors.

PayPal Price Performance

Shares of PYPL stock opened at $52.41 on Monday. PayPal Holdings, Inc. has a 12 month low of $38.46 and a 12 month high of $79.21. The company has a market capitalization of $44.83 billion, a P/E ratio of 9.91, a P/E/G ratio of 1.12 and a beta of 1.28. The stock has a 50 day moving average of $56.72 and a two-hundred day moving average of $49.30. The company has a current ratio of 1.29, a quick ratio of 1.29 and a debt-to-equity ratio of 0.55.

PayPal (NASDAQ:PYPL - Get Free Report) last issued its earnings results on Tuesday, July 28th. The credit services provider reported $1.38 EPS for the quarter, beating analysts' consensus estimates of $1.28 by $0.10. PayPal had a return on equity of 24.39% and a net margin of 14.36%.The business had revenue of $8.68 billion during the quarter, compared to analyst estimates of $8.47 billion. During the same period in the prior year, the company posted $1.40 earnings per share. PayPal's revenue was up 4.8% on a year-over-year basis. As a group, equities analysts expect that PayPal Holdings, Inc. will post 5.38 EPS for the current year.

PayPal Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, September 25th. Stockholders of record on Friday, September 4th will be issued a dividend of $0.14 per share. This represents a $0.56 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend is Friday, September 4th. PayPal's dividend payout ratio (DPR) is presently 10.59%.

PayPal News Summary

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal World could improve engagement. The cross-border payments initiative is intended to increase transaction activity, deepen customer relationships, and create additional monetization opportunities across PayPal’s ecosystem. Can PayPal World Drive Deeper Customer Engagement?
• Positive Sentiment: Venmo is expanding beyond basic peer-to-peer payments. Its larger name, image, and likeness partnership campaign targets college users and could support higher-value engagement and future monetization. PayPal's Venmo Expands NIL Partnerships
• Positive Sentiment: PayPal’s debit card received industry recognition. Javelin Strategy & Research named the PayPal Debit Card “Best in Class” in its 2026 general-purpose reloadable card scorecard, supporting the company’s push into broader consumer financial services. PayPal Debit Card Tops Javelin Scorecard
• Neutral Sentiment: Analysts remain divided. The consensus brokerage recommendation is “Hold,” reflecting a balance between PayPal’s inexpensive valuation and concerns about slower growth and competitive pressure. PayPal Given Consensus Hold Recommendation
• Neutral Sentiment: Insider selling appears administrative. PayPal’s chief risk officer sold 2,097 shares to cover taxes associated with vested restricted stock units, while retaining a substantially larger ownership position. Chief Risk Officer Trims Holdings
• Negative Sentiment: Fair-value expectations were reduced. An analyst model cut its central estimate from $59.16 to $57.07, citing uncertainty around second-quarter results, competition, takeover speculation, and recent deal-related volatility. PayPal Fair Value Trim
• Negative Sentiment: Investors remain concerned that the low valuation could signal a growth trap. Although PayPal trades at roughly 9.5 times earnings, debate continues over weak growth, fintech competition, credit risks, and uncertainty about a possible takeover. Is PayPal the Cheapest Stock in Fintech?

Insider Activity

In related news, insider Suzan Kereere sold 3,379 shares of the company's stock in a transaction dated Thursday, September 3rd. The shares were sold at an average price of $55.72, for a total value of $188,277.88. Following the sale, the insider owned 30,983 shares of the company's stock, valued at $1,726,372.76. The trade was a 9.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Chris Natali sold 552 shares of PayPal stock in a transaction that occurred on Thursday, September 3rd. The shares were sold at an average price of $54.80, for a total value of $30,249.60. Following the sale, the chief accounting officer directly owned 2,400 shares in the company, valued at $131,520. The trade was a 18.70% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 14,774 shares of company stock worth $848,095. Corporate insiders own 0.63% of the company's stock.

Analysts Set New Price Targets

PYPL has been the subject of a number of recent analyst reports. Truist Financial decreased their target price on PayPal from $62.00 to $53.00 and set a "hold" rating for the company in a research report on Monday, August 31st. Morgan Stanley set a $45.00 price objective on shares of PayPal in a research note on Wednesday, July 29th. Clear Str raised shares of PayPal to a "hold" rating in a report on Thursday, July 16th. Loop Capital lowered their target price on shares of PayPal from $62.00 to $50.00 and set a "hold" rating on the stock in a research note on Friday, August 28th. Finally, Piper Sandler lifted their target price on shares of PayPal from $42.00 to $59.00 and gave the stock a "neutral" rating in a report on Monday, August 17th. Nine investment analysts have rated the stock with a Buy rating, thirty-four have given a Hold rating and four have assigned a Sell rating to the company's stock. According to MarketBeat, the company has an average rating of "Hold" and a consensus price target of $56.03.

About PayPal

PayPal Holdings, Inc is a digital payments and financial technology company that operates a global platform for consumers and businesses. Its services enable customers to send and receive money, make purchases online and in stores, and accept payments through digital checkout solutions. PayPal supports transactions using linked bank accounts, debit and credit cards, stored balances and other payment methods.

The company's consumer and merchant offerings include the PayPal wallet, PayPal Checkout, PayPal Zettle point-of-sale tools, PayPal Braintree payment processing and PayPal Complete Payments.

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