Hardman Johnston Global Advisors LLC Has $21.59 Million Stock Holdings in PayPal Holdings, Inc. $PYPL

Key Points

• Hardman Johnston Global Advisors cut its PayPal stake by 17.1% in Q3, selling 66,503 shares and retaining 321,996 shares worth about $21.59 million.
• Company insiders sold a total of 36,156 shares (~$2.43 million) last quarter; insiders now own just 0.08% of the stock while institutional investors hold 68.32%.
• PayPal recently beat quarterly EPS and revenue estimates and issued FY2025 guidance, but analyst sentiment is mixed — the stock carries an average "Hold" rating with a mean target of $77.26 and notable cuts like Goldman Sachs lowering its target to $65.

Hardman Johnston Global Advisors LLC decreased its stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report) by 17.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 321,996 shares of the credit services provider's stock after selling 66,503 shares during the period. Hardman Johnston Global Advisors LLC's holdings in PayPal were worth $21,593,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its position in shares of PayPal by 15.2% during the fourth quarter. Brighton Jones LLC now owns 6,989 shares of the credit services provider's stock worth $596,000 after purchasing an additional 924 shares in the last quarter. Revolve Wealth Partners LLC bought a new position in PayPal in the 4th quarter worth approximately $248,000. Modern Wealth Management LLC lifted its holdings in PayPal by 61.1% during the 1st quarter. Modern Wealth Management LLC now owns 5,091 shares of the credit services provider's stock worth $332,000 after buying an additional 1,930 shares in the last quarter. Harbor Investment Advisory LLC boosted its position in PayPal by 13.5% in the 2nd quarter. Harbor Investment Advisory LLC now owns 15,593 shares of the credit services provider's stock valued at $1,159,000 after buying an additional 1,856 shares during the last quarter. Finally, Thurston Springer Miller Herd & Titak Inc. increased its stake in shares of PayPal by 9.0% in the 2nd quarter. Thurston Springer Miller Herd & Titak Inc. now owns 2,698 shares of the credit services provider's stock valued at $201,000 after buying an additional 223 shares during the period. Institutional investors own 68.32% of the company's stock.

Trending Headlines about PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Partnership with Microsoft to power Copilot Checkout — integration lets shoppers complete purchases inside Microsoft Copilot, expanding PayPal’s payment footprint and potential transaction volume. PayPal Teams With Microsoft to Power Checkout in Copilot
• Positive Sentiment: Coverage highlighting PayPal as a value buy — recent pieces (Forbes, MoneyShow) argue PYPL’s valuation and margins make it an attractive long‑term purchase for value investors. Should You Consider Buying PayPal Stock?
• Positive Sentiment: New Transaction Graph Analytics program — product aimed at merchant analytics/insights that could boost monetization and seller retention if adoption scales. How PayPal’s New Transaction Graph Analytics Program Will Impact PayPal Holdings (PYPL) Investors
• Neutral Sentiment: Options activity shows elevated interest — options flow and positioning can signal short‑term speculators hedging or positioning around catalysts, but direction is ambiguous. Behind the Scenes of PayPal Holdings's Latest Options Trends
• Neutral Sentiment: Susquehanna trims price target (from $94 to $90) but keeps a "positive" rating — reduced upside estimate but analyst stance remains constructive, a mixed signal for sentiment. PayPal price target lowered by at Susquehanna
• Neutral Sentiment: Market summaries note PYPL has dipped more than the broader market recently — useful context but not a direct catalyst. Why Paypal (PYPL) Dipped More Than Broader Market Today
• Negative Sentiment: Goldman Sachs lowered its price target to $65 — a meaningful cut that reduces analyst‑driven upside and likely pressured sentiment. The Goldman Sachs Group Lowers PayPal NASDAQ: PYPL Price Target to $65.00
• Negative Sentiment: Recent analyst downgrade drove a sell reaction — coverage noting the downgrade has coincided with downward pressure on the stock. PayPal NASDAQ: PYPL Shares Down 2.2% After Analyst Downgrade
• Negative Sentiment: Public criticism from commentators (Jim Cramer: "late to new technologies") feeds a narrative that PayPal risks losing share to newer fintech entrants and could weigh on sentiment. Jim Cramer on Paypal: “The Company’s Been Late to New Technologies”

Insiders Place Their Bets

In related news, insider Suzan Kereere sold 4,162 shares of the firm's stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $59.84, for a total transaction of $249,054.08. Following the sale, the insider directly owned 30,983 shares in the company, valued at $1,854,022.72. This trade represents a 11.84% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CAO Chris Natali sold 1,374 shares of the business's stock in a transaction on Thursday, October 30th. The shares were sold at an average price of $69.13, for a total transaction of $94,984.62. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 36,156 shares of company stock valued at $2,432,524 in the last quarter. 0.08% of the stock is owned by company insiders.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on PYPL shares. Needham & Company LLC reaffirmed a "hold" rating on shares of PayPal in a research note on Tuesday, October 28th. Macquarie raised their target price on shares of PayPal from $95.00 to $100.00 and gave the company an "outperform" rating in a research note on Wednesday, October 29th. Morgan Stanley reiterated a "negative" rating on shares of PayPal in a research report on Wednesday, October 29th. KeyCorp restated a "hold" rating on shares of PayPal in a report on Wednesday, October 22nd. Finally, Dbs Bank reduced their price objective on shares of PayPal from $75.00 to $70.00 and set a "hold" rating on the stock in a research note on Thursday, November 13th. Twelve investment analysts have rated the stock with a Buy rating, twenty-four have issued a Hold rating and four have issued a Sell rating to the company's stock. According to data from MarketBeat.com, the stock has an average rating of "Hold" and an average target price of $77.26.

PayPal Stock Down 1.0%

Shares of NASDAQ:PYPL opened at $57.66 on Monday. PayPal Holdings, Inc. has a 52 week low of $55.85 and a 52 week high of $93.25. The company has a market capitalization of $53.95 billion, a PE ratio of 11.56, a PEG ratio of 0.72 and a beta of 1.42. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.34 and a current ratio of 1.34. The company has a 50 day moving average price of $61.56 and a two-hundred day moving average price of $67.37.

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, 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 for the quarter, compared to the consensus estimate of $8.21 billion. During the same quarter last year, the business posted $1.20 EPS. The firm's revenue was up 7.3% compared to the same quarter last year. PayPal has set its Q4 2025 guidance at 1.270-1.310 EPS and its FY 2025 guidance at 5.350-5.390 EPS. Analysts forecast that PayPal Holdings, Inc. will post 5.03 earnings per share for the current year.

PayPal Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, December 10th. Investors of record on Wednesday, November 19th were paid a dividend of $0.14 per share. This represents a $0.56 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend was Wednesday, November 19th. PayPal's dividend payout ratio is presently 11.22%.

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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