Flossbach Von Storch SE Sells 86,234 Shares of PayPal Holdings, Inc. $PYPL

Key Points

• Flossbach Von Storch SE sold 86,234 shares of PayPal, cutting its stake by 25.2% to 255,634 shares valued at about $17.14 million at quarter end.
• Several large institutions moved into or boosted PayPal positions—Norges Bank opened a roughly $921.6 million stake and firms like Lazard, Arrowstreet, Robeco and Federated Hermes materially increased holdings—leaving institutional investors with about 68.32% of the stock.
• Analysts are mixed but cautious: PayPal’s consensus rating is Hold (12 Buy / 24 Hold / 5 Sell) with an average price target of $73.10, while market metrics show a $50.6 billion market cap and a P/E around 10.8.

Flossbach Von Storch SE lessened its stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report) by 25.2% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 255,634 shares of the credit services provider's stock after selling 86,234 shares during the period. Flossbach Von Storch SE's holdings in PayPal were worth $17,143,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Norges Bank bought a new stake in PayPal during the 2nd quarter valued at $921,570,000. Lazard Asset Management LLC increased its stake in shares of PayPal by 1,066.0% during the second 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 during the period. Arrowstreet Capital Limited Partnership raised its holdings in shares of PayPal by 45.0% in the second quarter. Arrowstreet Capital Limited Partnership now owns 3,569,023 shares of the credit services provider's stock valued at $265,250,000 after acquiring an additional 1,107,202 shares in the last quarter. Robeco Institutional Asset Management B.V. raised its holdings in shares of PayPal by 15.2% in the second quarter. Robeco Institutional Asset Management B.V. now owns 5,726,695 shares of the credit services provider's stock valued at $425,608,000 after acquiring an additional 756,058 shares in the last quarter. Finally, Federated Hermes Inc. lifted its stake in PayPal by 3,552.7% in the third quarter. Federated Hermes Inc. now owns 690,696 shares of the credit services provider's stock worth $46,318,000 after acquiring an additional 671,787 shares during the period. Hedge funds and other institutional investors own 68.32% of the company's stock.

Analyst Ratings Changes

Several research firms have recently commented on PYPL. Royal Bank Of Canada boosted their price target on shares of PayPal from $88.00 to $91.00 and gave the company an "outperform" rating in a report on Tuesday, October 28th. Raymond James Financial reissued a "hold" rating on shares of PayPal in a report on Thursday, January 15th. Needham & Company LLC restated a "hold" rating on shares of PayPal in a report on Tuesday, October 28th. Piper Sandler dropped their target price on PayPal from $76.00 to $74.00 and set a "neutral" rating on the stock in a research report on Wednesday, January 14th. Finally, Compass Point reduced their price target on PayPal from $56.00 to $55.00 and set a "sell" rating for the company in a research report on Tuesday, January 13th. Twelve investment analysts have rated the stock with a Buy rating, twenty-four have given a Hold rating and five have issued a Sell rating to the company's stock. Based on data from MarketBeat, PayPal currently has an average rating of "Hold" and an average price target of $73.10.

PayPal Price Performance

NASDAQ PYPL opened at $54.08 on Thursday. The firm's fifty day simple moving average is $59.29 and its two-hundred day simple moving average is $65.74. 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 Holdings, Inc. has a 12-month low of $53.65 and a 12-month high of $90.93. The firm has a market capitalization of $50.60 billion, a P/E ratio of 10.84, a P/E/G ratio of 0.69 and a beta of 1.42.

PayPal (NASDAQ:PYPL - Get Free Report) last issued its quarterly earnings data on Tuesday, October 28th. The credit services provider reported $1.34 EPS for the quarter, beating 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 firm had revenue of $8.42 billion during the quarter, compared to analyst estimates of $8.21 billion. During the same quarter in the prior year, the business posted $1.20 EPS. The business's revenue for the quarter was up 7.3% compared to the same quarter last year. Analysts forecast that PayPal Holdings, Inc. will post 5.03 EPS for the current fiscal year.

Insider Transactions at PayPal

In other PayPal news, EVP Aaron Webster sold 9,282 shares of the stock in a transaction dated Monday, November 10th. The stock was sold at an average price of $66.29, for a total value of $615,303.78. Following the completion of the sale, the executive vice president directly owned 35,699 shares in the company, valued at approximately $2,366,486.71. This trade represents a 20.64% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Suzan Kereere sold 4,162 shares of the business's stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $59.84, for a total value of $249,054.08. Following the sale, the insider owned 30,983 shares in the company, valued at $1,854,022.72. The trade was a 11.84% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 25,944 shares of company stock valued at $1,725,233. 0.08% of the stock is currently owned by company insiders.

Trending Headlines about PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal reported survey results showing rising merchant adoption of crypto payments (nearly 40% of U.S. merchants accept crypto), supporting PayPal’s payments/crypto strategy and potential revenue growth from new payment flows. Article Title
• Positive Sentiment: PayPal agreed to acquire e-commerce platform Cymbio to expand its agentic commerce push — an M&A move that could help broaden merchant services and drive long‑term GMV and revenue. Article Title
• Positive Sentiment: Coverage pieces note product expansion (gift cards, integrated tax filing) that could diversify revenue and increase engagement if executed well. Investors see this as incremental upside to payments and consumer services. Article Title
• Neutral Sentiment: Analysts expect Q4 results (reporting Feb 3). JPMorgan expects a revenue beat with in‑line earnings, so upcoming guidance and Q4 details will be closely watched. Article Title
• Neutral Sentiment: HSBC cut its price target from $93 to $72 but kept a Buy rating — a downgrade to the target that tempers upside expectations while still signaling conviction in the long term. Article Title
• Neutral Sentiment: Cantor Fitzgerald initiated coverage with a Neutral/Hold — another sign that some sell‑side desks view valuation and near‑term execution as balanced rather than a clear buy. Article Title
• Negative Sentiment: Rothschild & Co Redburn downgraded PayPal to Sell and cut the price target to $50, signaling near‑term downside risk (≈7–8% from current levels) and putting pressure on the stock ahead of earnings. Article Title
• Negative Sentiment: Critical analyst commentary and deep-dive pieces highlight a brutal competitive landscape and execution risks, which amplify investor concerns about growth sustainability and margin pressure. Article Title

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.

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