Meridian Management Co. Has $438,000 Stock Holdings in PayPal Holdings, Inc. $PYPL

Key Points

• Meridian Management cut its PayPal stake by 91.8% in Q3, selling 73,452 shares and leaving it with 6,537 shares worth about $438,000.
• PayPal posted a Q3 earnings beat with EPS of $1.34 vs. $1.20 expected and revenue of $8.42B, while the stock trades near $53 (1‑year low ~$52.53) and has a market cap of about $49.7B.
• Institutional ownership is high (68.32%) with large positions added by firms like Norges Bank and Artisan, but recent analyst downgrades, insider sales (25,944 shares in 90 days) and a string of price‑target cuts have pushed PYPL to a new 52‑week low; the consensus street rating is a "Hold" with an average target of $73.10.

Meridian Management Co. reduced its holdings in shares of PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report) by 91.8% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 6,537 shares of the credit services provider's stock after selling 73,452 shares during the period. Meridian Management Co.'s holdings in PayPal were worth $438,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in PYPL. Norges Bank bought a new stake in shares of PayPal in the 2nd quarter valued at approximately $921,570,000. Artisan Partners Limited Partnership boosted its stake in PayPal by 1.6% in the 2nd quarter. Artisan Partners Limited Partnership now owns 11,992,031 shares of the credit services provider's stock valued at $891,248,000 after buying an additional 184,014 shares in the last quarter. Invesco Ltd. grew its position in PayPal by 5.5% in the second quarter. Invesco Ltd. now owns 10,038,584 shares of the credit services provider's stock valued at $746,068,000 after acquiring an additional 522,514 shares during the period. Primecap Management Co. CA raised its stake in PayPal by 9.5% during the second quarter. Primecap Management Co. CA now owns 6,542,450 shares of the credit services provider's stock worth $486,235,000 after acquiring an additional 568,640 shares in the last quarter. Finally, Loomis Sayles & Co. L P raised its stake in PayPal by 1.6% during the second quarter. Loomis Sayles & Co. L P now owns 6,522,748 shares of the credit services provider's stock worth $484,771,000 after acquiring an additional 103,718 shares in the last quarter. Institutional investors and hedge funds own 68.32% of the company's stock.

PayPal Stock Performance

Shares of NASDAQ:PYPL opened at $53.11 on Friday. 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 1-year low of $52.53 and a 1-year high of $90.93. The stock has a market capitalization of $49.69 billion, a P/E ratio of 10.64, a P/E/G ratio of 0.67 and a beta of 1.42. The business has a 50-day moving average price of $59.19 and a two-hundred day moving average price of $65.65.

PayPal (NASDAQ:PYPL - Get Free Report) last posted its quarterly earnings results on Tuesday, October 28th. The credit services provider reported $1.34 earnings per share for the quarter, topping analysts' consensus estimates of $1.20 by $0.14. PayPal had a net margin of 14.96% and a return on equity of 25.64%. The business had revenue of $8.42 billion during the quarter, compared to the consensus estimate of $8.21 billion. During the same period in the previous year, the firm posted $1.20 earnings per share. PayPal's revenue for the quarter was up 7.3% compared to the same quarter last year. Equities analysts predict that PayPal Holdings, Inc. will post 5.03 earnings per share for the current year.

Insiders Place Their Bets

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 transaction, the executive vice president owned 35,699 shares of the company's stock, valued at approximately $2,366,486.71. This 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 transaction, the insider owned 30,983 shares of the company's stock, valued at $1,854,022.72. The trade was a 11.84% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 25,944 shares of company stock valued at $1,725,233. 0.08% of the stock is owned by insiders.

Trending Headlines about PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Cantor Fitzgerald moved PayPal to a "hold", providing a modest floor to sell‑side sentiment. PayPal NASDAQ: PYPL Upgraded at Cantor Fitzgerald
• Positive Sentiment: A bullish take from The Motley Fool argues 2026 could be a breakout year for PayPal thanks to new partnerships, which may support longer‑term investor thesis despite near‑term weakness. Prediction: 2026 Will Be the Year of PayPal
• Neutral Sentiment: Analysts and previews (Zacks) flag that Q4 (reporting Feb. 3) will require looking beyond headline EPS/revenue — watch TPV/active accounts and margin trends. Paypal (PYPL) Q4 Earnings Preview
• Neutral Sentiment: A Barchart piece urges caution ahead of the Q4 print, arguing macro and competition justify pausing new buys until results provide clarity. PayPal Reports Q4 Earnings on Feb. 3
• Neutral Sentiment: Former PayPal executive David Marcus reiterated bullish long‑term views on Bitcoin; interesting for crypto strategy context but only an indirect influence on PYPL near term. Bitcoin Could Hit $1.1 Million To $1.5M, Former PayPal President Says
• Negative Sentiment: Rothschild & Co Redburn cut PayPal from neutral to "sell" (with a $50 target) — a high‑profile downgrade that amplified selling pressure. Rothschild & Co Redburn Downgrades PayPal NASDAQ: PYPL to Sell
• Negative Sentiment: Market reports note PYPL slid to a new 52‑week low after the raft of downgrades and volume selling, reinforcing downside momentum. PayPal NASDAQ: PYPL Hits New 52-Week Low on Analyst Downgrade
• Negative Sentiment: HSBC trimmed its price target to $72, and Truist recently lowered its target to $58 (flagging difficult volume comps) — multiple downward revisions tighten the path to upside. HSBC Lowers PayPal NASDAQ: PYPL Price Target to $72.00 Truist Anticipates Solid PayPal (PYPL) Q4 Results but Warns

Wall Street Analyst Weigh In

Several research firms have recently weighed in on PYPL. UBS Group lowered their target price on shares of PayPal from $80.00 to $65.00 in a report on Wednesday, December 24th. BNP Paribas Exane decreased their price objective on shares of PayPal from $71.00 to $69.00 and set a "neutral" rating on the stock in a research note on Tuesday, December 2nd. Truist Financial set a $58.00 target price on shares of PayPal in a research note on Tuesday, January 20th. Sanford C. Bernstein restated a "market perform" rating on shares of PayPal in a research report on Wednesday, December 17th. Finally, Dbs Bank cut their price objective on PayPal from $75.00 to $70.00 and set a "hold" rating for the company in a research report on Thursday, November 13th. Twelve analysts have rated the stock with a Buy rating, twenty-four have issued a Hold rating and six have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of "Hold" and an average target price of $73.10.

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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