Asset Management One Co. Ltd. Raises Holdings in PayPal Holdings, Inc. $PYPL

Key Points

• Asset Management One Co. Ltd. increased its holdings in PayPal by 4.8% during the second quarter, bringing its total shares to 456,253, valued at approximately $33.9 million.
• A number of institutional investors, including AQR Capital Management and Allianz SE, also made significant changes to their positions in PayPal, with Allianz increasing its stake by 281.8%.
• PayPal reported better-than-expected earnings for the last quarter, with $1.40 EPS, surpassing estimates by $0.10, and set a Q3 2025 guidance of 1.180-1.220 EPS.

Asset Management One Co. Ltd. grew its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report) by 4.8% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 456,253 shares of the credit services provider's stock after buying an additional 20,977 shares during the period. Asset Management One Co. Ltd.'s holdings in PayPal were worth $33,909,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. AQR Capital Management LLC lifted its position in shares of PayPal by 15.8% during the 1st quarter. AQR Capital Management LLC now owns 3,501,936 shares of the credit services provider's stock valued at $224,001,000 after buying an additional 476,763 shares during the last quarter. Thompson Investment Management Inc. lifted its position in shares of PayPal by 2.8% during the 2nd quarter. Thompson Investment Management Inc. now owns 154,991 shares of the credit services provider's stock valued at $11,519,000 after buying an additional 4,165 shares during the last quarter. Kathmere Capital Management LLC purchased a new position in shares of PayPal during the 2nd quarter valued at $325,000. Allianz SE lifted its position in shares of PayPal by 281.8% during the 1st quarter. Allianz SE now owns 30,338 shares of the credit services provider's stock valued at $1,980,000 after buying an additional 22,392 shares during the last quarter. Finally, Nuveen LLC purchased a new position in shares of PayPal during the 1st quarter valued at $529,264,000. Hedge funds and other institutional investors own 68.32% of the company's stock.

Insiders Place Their Bets

In other PayPal news, EVP Diego Scotti sold 3,838 shares of the company's stock in a transaction dated Thursday, July 31st. The stock was sold at an average price of $69.12, for a total value of $265,282.56. Following the transaction, the executive vice president directly owned 16,989 shares in the company, valued at $1,174,279.68. This represents a 18.43% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Suzan Kereere sold 4,162 shares of the company's stock in a transaction dated Tuesday, August 19th. The stock was sold at an average price of $69.39, for a total value of $288,801.18. Following the completion of the transaction, the insider owned 48,483 shares of the company's stock, valued at $3,364,235.37. The trade was a 7.91% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 15,102 shares of company stock worth $1,046,607 in the last ninety days. 0.08% of the stock is currently owned by insiders.

PayPal Price Performance

Shares of NASDAQ PYPL opened at $69.77 on Friday. The firm has a market capitalization of $66.66 billion, a P/E ratio of 14.91, a P/E/G ratio of 1.08 and a beta of 1.44. The company has a quick ratio of 1.33, a current ratio of 1.33 and a debt-to-equity ratio of 0.56. The stock's 50-day simple moving average is $68.94 and its two-hundred day simple moving average is $69.75. PayPal Holdings, Inc. has a twelve month low of $55.85 and a twelve month high of $93.66.

PayPal (NASDAQ:PYPL - Get Free Report) last announced its earnings results on Tuesday, July 29th. The credit services provider reported $1.40 earnings per share for the quarter, topping analysts' consensus estimates of $1.30 by $0.10. The business had revenue of $8.29 billion for the quarter, compared to analyst estimates of $8.08 billion. PayPal had a return on equity of 25.35% and a net margin of 14.49%.During the same period in the prior year, the company earned $1.19 EPS. PayPal has set its Q3 2025 guidance at 1.180-1.220 EPS. FY 2025 guidance at 5.150-5.300 EPS. As a group, equities analysts anticipate that PayPal Holdings, Inc. will post 5.03 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

PYPL has been the topic of a number of recent research reports. Wall Street Zen cut PayPal from a "buy" rating to a "hold" rating in a research report on Saturday, October 4th. Citigroup upgraded PayPal to a "hold" rating in a research note on Thursday. Macquarie reiterated an "outperform" rating and set a $95.00 price objective on shares of PayPal in a research note on Wednesday, July 30th. Canaccord Genuity Group reiterated a "buy" rating and set a $96.00 price objective on shares of PayPal in a research note on Wednesday, July 30th. Finally, Piper Sandler set a $74.00 price objective on PayPal in a research note on Tuesday, July 29th. Fifteen investment analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and three have given a Sell rating to the company. According to MarketBeat.com, the company has an average rating of "Hold" and a consensus price target of $82.46.

PayPal Profile

PayPal Holdings, Inc operates a technology platform that enables digital payments on behalf of merchants and consumers worldwide. It operates a two-sided network at scale that connects merchants and consumers that enables its customers to connect, transact, and send and receive payments through online and in person, as well as transfer and withdraw funds using various funding sources, such as bank accounts, PayPal or Venmo account balance, PayPal and Venmo branded credit products comprising its installment products, credit and debit cards, and cryptocurrencies, as well as other stored value products, including gift cards and eligible rewards.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.