Nomura Holdings Inc. Reduces Stake in PayPal Holdings, Inc. $PYPL

Key Points

• Nomura Holdings Inc. has significantly reduced its stake in PayPal Holdings, Inc. by 88%, ending the quarter with only 48,126 shares after selling 354,524 shares.
• Several institutional investors, including Vanguard Group Inc. and Goldman Sachs Group Inc., have increased their stakes in PayPal, indicating a mixed sentiment among major shareholders.
• PayPal reported a quarterly EPS of $1.40 and revenue of $8.29 billion, surpassing analyst expectations, with a Q3 2025 EPS guidance of 1.180 to 1.220.

Nomura Holdings Inc. reduced its holdings in shares of PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report) by 88.0% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 48,126 shares of the credit services provider's stock after selling 354,524 shares during the quarter. Nomura Holdings Inc.'s holdings in PayPal were worth $3,140,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the business. Vanguard Group Inc. lifted its stake in shares of PayPal by 0.3% during the 1st quarter. Vanguard Group Inc. now owns 86,221,849 shares of the credit services provider's stock valued at $5,625,976,000 after buying an additional 276,339 shares in the last quarter. Deutsche Bank AG lifted its stake in shares of PayPal by 19.1% during the 1st quarter. Deutsche Bank AG now owns 11,238,218 shares of the credit services provider's stock valued at $733,294,000 after buying an additional 1,798,330 shares in the last quarter. Invesco Ltd. lifted its stake in shares of PayPal by 14.9% during the 1st quarter. Invesco Ltd. now owns 9,516,070 shares of the credit services provider's stock valued at $620,924,000 after buying an additional 1,232,155 shares in the last quarter. Goldman Sachs Group Inc. lifted its stake in shares of PayPal by 44.6% during the 1st quarter. Goldman Sachs Group Inc. now owns 8,559,376 shares of the credit services provider's stock valued at $558,499,000 after buying an additional 2,638,815 shares in the last quarter. Finally, Nuveen LLC purchased a new stake in shares of PayPal during the 1st quarter valued at approximately $529,264,000. 68.32% of the stock is currently owned by hedge funds and other institutional investors.

PayPal Price Performance

Shares of NASDAQ:PYPL opened at $70.19 on Tuesday. The company's fifty day moving average price is $72.02 and its 200-day moving average price is $69.90. The firm has a market capitalization of $67.06 billion, a price-to-earnings ratio of 15.00, a PEG ratio of 1.08 and a beta of 1.43. PayPal Holdings, Inc. has a one year low of $55.85 and a one year high of $93.66. The company has a debt-to-equity ratio of 0.56, a current ratio of 1.33 and a quick ratio of 1.33.

PayPal (NASDAQ:PYPL - Get Free Report) last issued its quarterly earnings results on Tuesday, July 29th. The credit services provider reported $1.40 EPS for the quarter, topping analysts' consensus estimates of $1.30 by $0.10. The firm had revenue of $8.29 billion for the quarter, compared to analyst estimates of $8.08 billion. PayPal had a net margin of 14.49% and a return on equity of 25.35%. During the same quarter in the prior year, the firm earned $1.19 EPS. PayPal has set its Q3 2025 guidance at 1.180-1.220 EPS. FY 2025 guidance at 5.150-5.300 EPS. On average, equities research analysts anticipate that PayPal Holdings, Inc. will post 5.03 earnings per share for the current fiscal year.

Insider Activity at PayPal

In related news, Director Deborah M. Messemer sold 3,795 shares of the stock in a transaction on Friday, June 6th. The shares were sold at an average price of $73.00, for a total transaction of $277,035.00. Following the transaction, the director owned 13,976 shares of the company's stock, valued at approximately $1,020,248. This trade represents a 21.36% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Diego Scotti sold 3,839 shares of the stock in a transaction on Friday, June 6th. The shares were sold at an average price of $73.24, for a total transaction of $281,168.36. Following the transaction, the executive vice president directly owned 16,989 shares in the company, valued at approximately $1,244,274.36. This represents a 18.43% decrease in their position. The disclosure for this sale can be found here. Insiders sold 26,898 shares of company stock worth $1,909,636 over the last quarter. 0.08% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of analysts recently commented on the stock. Piper Sandler set a $74.00 price target on shares of PayPal in a research note on Tuesday, July 29th. Citigroup reaffirmed a "buy" rating on shares of PayPal in a report on Tuesday, July 29th. JMP Securities decreased their target price on shares of PayPal from $110.00 to $100.00 and set a "market outperform" rating on the stock in a report on Wednesday, July 30th. BMO Capital Markets reaffirmed a "market perform" rating on shares of PayPal in a report on Tuesday, July 29th. Finally, Macquarie reaffirmed an "outperform" rating and set a $95.00 target price on shares of PayPal in a report on Wednesday, July 30th. Seventeen investment analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, PayPal has a consensus rating of "Hold" and a consensus price target of $85.00.

PayPal Profile

PayPal Holdings, Inc operates a technology platform that enables digital payments on behalf of merchants and consumers worldwide. It operates a two-sided network at scale that connects merchants and consumers that enables its customers to connect, transact, and send and receive payments through online and in person, as well as transfer and withdraw funds using various funding sources, such as bank accounts, PayPal or Venmo account balance, PayPal and Venmo branded credit products comprising its installment products, credit and debit cards, and cryptocurrencies, as well as other stored value products, including gift cards and eligible rewards.

Want to see what other hedge funds are holding PYPL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.