Fifth Third Bancorp Sells 82,367 Shares of PayPal Holdings, Inc. $PYPL

Key Points

• Fifth Third Bancorp cut its PayPal stake by 53.8% in Q4, selling 82,367 shares and now holds 70,708 shares valued at about $4.13 million.
• PayPal announced a strategic reorganization into three operating units and is making Venmo a standalone business unit to sharpen execution and potentially unlock valuation or spinoff optionality.
• Wall Street's consensus rating is a Hold (average target $56.55), while insiders have sold roughly 99,677 shares (~$4.43M) over the past 90 days, a mix that could weigh on near‑term sentiment.

Fifth Third Bancorp reduced its stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report) by 53.8% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 70,708 shares of the credit services provider's stock after selling 82,367 shares during the period. Fifth Third Bancorp's holdings in PayPal were worth $4,128,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Sparta 24 Ltd. bought a new stake in PayPal during the 4th quarter worth approximately $7,022,000. Mutual Advisors LLC increased its holdings in PayPal by 65.3% during the 4th quarter. Mutual Advisors LLC now owns 11,798 shares of the credit services provider's stock worth $689,000 after purchasing an additional 4,660 shares in the last quarter. Activest Wealth Management grew its holdings in shares of PayPal by 104.1% in the fourth quarter. Activest Wealth Management now owns 698 shares of the credit services provider's stock valued at $41,000 after acquiring an additional 356 shares in the last quarter. Bell & Brown Wealth Advisors LLC grew its holdings in shares of PayPal by 4.0% in the fourth quarter. Bell & Brown Wealth Advisors LLC now owns 77,985 shares of the credit services provider's stock valued at $4,553,000 after acquiring an additional 3,025 shares in the last quarter. Finally, W.G. Shaheen & Associates DBA Whitney & Co bought a new position in shares of PayPal in the fourth quarter valued at approximately $859,000. 68.32% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

PYPL has been the subject of several recent analyst reports. BMO Capital Markets initiated coverage on PayPal in a report on Tuesday, April 21st. They issued a "market perform" rating and a $52.00 target price for the company. Cantor Fitzgerald reaffirmed a "neutral" rating and issued a $54.00 target price on shares of PayPal in a report on Tuesday, April 21st. HSBC lowered PayPal from a "buy" rating to a "hold" rating and set a $47.00 target price for the company. in a report on Wednesday, February 4th. TD Cowen reaffirmed a "hold" rating on shares of PayPal in a report on Tuesday, February 3rd. Finally, Royal Bank Of Canada reduced their target price on PayPal from $91.00 to $59.00 and set an "outperform" rating for the company in a report on Wednesday, February 4th. Seven investment analysts have rated the stock with a Buy rating, thirty-three have assigned a Hold rating and five have assigned a Sell rating to the company. According to MarketBeat, PayPal has a consensus rating of "Hold" and an average target price of $56.55.

PayPal News Roundup

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

Insiders Place Their Bets

In other PayPal news, insider Suzan Kereere sold 13,515 shares of the stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $46.02, for a total transaction of $621,960.30. Following the sale, the insider owned 30,983 shares in the company, valued at $1,425,837.66. This represents a 30.37% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Frank Keller sold 10,732 shares of the stock in a transaction on Wednesday, April 29th. The stock was sold at an average price of $49.96, for a total value of $536,170.72. Following the sale, the insider owned 41,567 shares in the company, valued at approximately $2,076,687.32. This represents a 20.52% 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. Insiders have sold a total of 99,677 shares of company stock worth $4,433,834 over the last 90 days. Corporate insiders own 0.63% of the company's stock.

PayPal Price Performance

PayPal stock opened at $50.44 on Friday. PayPal Holdings, Inc. has a 12 month low of $38.46 and a 12 month high of $79.50. 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 business's 50 day simple moving average is $46.63 and its 200 day simple moving average is $54.53. The company has a market cap of $45.38 billion, a price-to-earnings ratio of 9.32, a PEG ratio of 1.45 and a beta of 1.39.

PayPal (NASDAQ:PYPL - Get Free Report) last posted its quarterly earnings data on Tuesday, February 3rd. The credit services provider reported $1.23 EPS for the quarter, missing the consensus estimate of $1.29 by ($0.06). PayPal had a net margin of 15.77% and a return on equity of 25.42%. The firm had revenue of $8.68 billion during the quarter, compared to analysts' expectations of $8.82 billion. During the same quarter in the previous year, the company posted $1.19 EPS. PayPal's revenue for the quarter was up 4.0% on a year-over-year basis. Sell-side analysts forecast that PayPal Holdings, Inc. will post 5.31 EPS for the current year.

PayPal Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, March 25th. Investors of record on Wednesday, March 4th were paid a $0.14 dividend. The ex-dividend date was Wednesday, March 4th. This represents a $0.56 annualized dividend and a yield of 1.1%. PayPal's dividend payout ratio is presently 10.35%.

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.

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