Mitsubishi UFJ Asset Management Co. Ltd. Purchases 71,653 Shares of PayPal Holdings, Inc. $PYPL

Mitsubishi UFJ Asset Management Co. Ltd. raised its position in PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report) by 3.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,021,365 shares of the credit services provider's stock after buying an additional 71,653 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned 0.22% of PayPal worth $117,522,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its holdings in shares of PayPal by 6.5% during the fourth quarter. Vanguard Group Inc. now owns 90,376,927 shares of the credit services provider's stock worth $5,276,205,000 after purchasing an additional 5,534,462 shares during the last quarter. Dimensional Fund Advisors LP raised its holdings in shares of PayPal by 35.9% in the third quarter. Dimensional Fund Advisors LP now owns 8,177,536 shares of the credit services provider's stock valued at $548,520,000 after buying an additional 2,160,227 shares during the last quarter. Two Sigma Investments LP acquired a new position in PayPal during the 3rd quarter worth about $97,794,000. Invesco Ltd. lifted its position in PayPal by 10.9% during the 3rd quarter. Invesco Ltd. now owns 11,131,949 shares of the credit services provider's stock worth $746,508,000 after buying an additional 1,093,365 shares in the last quarter. Finally, PFA Pension Forsikringsaktieselskab bought a new stake in PayPal during the 4th quarter worth about $51,680,000. 68.32% of the stock is owned by institutional investors.

Insider Activity at PayPal

In other news, insider Frank Keller sold 10,732 shares of the firm's stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $49.96, for a total transaction of $536,170.72. Following the sale, the insider owned 41,567 shares of the company's stock, valued at $2,076,687.32. This trade represents a 20.52% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Chris Natali sold 1,337 shares of the business's stock in a transaction that occurred on Wednesday, April 29th. The shares were sold at an average price of $49.46, for a total value of $66,128.02. Following the completion of the transaction, the chief accounting officer owned 1,586 shares of the company's stock, valued at $78,443.56. This represents a 45.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 99,677 shares of company stock worth $4,433,834 in the last quarter. Corporate insiders own 0.63% of the company's stock.

PayPal Price Performance

Shares of PYPL opened at $46.25 on Thursday. The stock has a market cap of $41.61 billion, a P/E ratio of 8.68, a price-to-earnings-growth ratio of 1.34 and a beta of 1.39. PayPal Holdings, Inc. has a 1 year low of $38.46 and a 1 year high of $79.50. The stock's 50-day moving average price is $46.77 and its two-hundred day moving average price is $54.14. The company has a current ratio of 1.26, a quick ratio of 1.29 and a debt-to-equity ratio of 0.47.

PayPal (NASDAQ:PYPL - Get Free Report) last announced its quarterly earnings results on Tuesday, May 5th. The credit services provider reported $1.34 EPS for the quarter, beating analysts' consensus estimates of $1.27 by $0.07. PayPal had a return on equity of 25.02% and a net margin of 15.00%.The company had revenue of $8.35 billion during the quarter, compared to analysts' expectations of $8.05 billion. During the same period in the prior year, the business posted $1.33 EPS. PayPal's revenue was up 7.2% on a year-over-year basis. On average, equities analysts predict that PayPal Holdings, Inc. will post 5.31 earnings per share for the current year.

PayPal Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, June 25th. Stockholders of record on Thursday, June 4th will be issued a $0.14 dividend. The ex-dividend date of this dividend is Thursday, June 4th. This represents a $0.56 annualized dividend and a dividend yield of 1.2%. PayPal's payout ratio is 10.35%.

Key Headlines Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Q1 beat on revenue, TPV and EPS, showing underlying volume momentum that supports longer‑term platform value. PayPal Reports First Quarter 2026 Results
• Positive Sentiment: Catalytic AI and reorganization plans (new Ads ID, Store Sync, 3 business units) aim to modernize growth levers and improve merchant monetization — a potential medium/long‑term upside if execution succeeds. Can PayPal’s AI Reset And Reorganization Revive Long Term Growth Potential
• Positive Sentiment: Some analysts remain constructive: RBC reaffirmed an outperform rating with a $59 PT and Cantor raised its PT to $54; these highlight upside scenarios if turnaround gains materialize. Analyst Notes / Benzinga
• Neutral Sentiment: Company declared a quarterly dividend (small yield), which modestly supports income‑oriented holders but is not a growth catalyst.
• Neutral Sentiment: Unusually heavy options activity (large call volume) indicates heightened speculative/hedging interest; can amplify intraday moves but not a directional fundamental signal.
• Negative Sentiment: Management flagged weaker near‑term profitability and guided to a larger EPS decline (~9% non‑GAAP EPS drop), which overshadowed the beat and prompted the immediate selloff. PayPal shares fall as it signals profit decline ahead
• Negative Sentiment: New CEO announced ~20% workforce reduction (~4,760 jobs) as part of a $1.5B cost‑saving program; layoffs increase short‑term execution and reputational risk even as they aim to restore margins. PayPal layoffs: New CEO cuts 20% of workforce in Q1 2026
• Negative Sentiment: UK competition regulator opened an investigation into PayPal’s wallet funding practices alongside Visa/Mastercard — a regulatory overhang that could constrain product options or require remediation. PayPal, Visa and Mastercard Face UK Competition Investigation
• Negative Sentiment: Multiple sell/neutral reiterations and a few lowered price targets (including Goldman Sachs trimming its PT) reflect waning investor patience and mixed analyst conviction on the turnaround timeline. Goldman Sachs Adjusts Price Target on PayPal

Analyst Ratings Changes

A number of brokerages have weighed in on PYPL. Raymond James Financial reaffirmed a "market perform" rating on shares of PayPal in a research note on Monday, February 23rd. Stephens lowered their price target on shares of PayPal from $65.00 to $45.00 and set an "equal weight" rating for the company in a report on Wednesday, February 4th. Jefferies Financial Group restated a "hold" rating on shares of PayPal in a research report on Wednesday, January 7th. Evercore reduced their price objective on PayPal from $65.00 to $40.00 and set an "in-line" rating on the stock in a report on Tuesday, February 3rd. Finally, Bank of America increased their price objective on PayPal from $48.00 to $55.00 and gave the company a "neutral" rating in a research report on Tuesday, April 21st. Seven equities research analysts have rated the stock with a Buy rating, thirty-three have assigned a Hold rating and five have issued a Sell rating to the company's stock. According to MarketBeat.com, the company has an average rating of "Hold" and an average target price of $56.47.

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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