Nordea Investment Management AB Purchases 313,180 Shares of PayPal Holdings, Inc. $PYPL

Key Points

• Nordea Investment Management AB increased its PayPal stake by 7.9% in Q3, buying 313,180 shares to hold 4,292,583 shares (about 0.45% of the company) valued at roughly $291.34 million.
• Institutional ownership is high at 68.32%, while insiders have been net sellers — 36,156 shares sold in the last three months worth about $2.43 million, and insiders now own 0.08% of the stock.
• PayPal recently beat Q3 estimates with $1.34 EPS (vs. $1.20) and $8.42B revenue, provided modest FY/Q4 guidance, and faces mixed analyst sentiment (consensus Hold, $76.81 price target) amid both bullish product/AI tie‑ups and bearish commentary.

Nordea Investment Management AB grew its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report) by 7.9% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 4,292,583 shares of the credit services provider's stock after acquiring an additional 313,180 shares during the quarter. Nordea Investment Management AB owned 0.45% of PayPal worth $291,338,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Hilltop National Bank acquired a new stake in PayPal in the 2nd quarter valued at $27,000. MUFG Securities EMEA plc increased its position in shares of PayPal by 100.4% in the second quarter. MUFG Securities EMEA plc now owns 385 shares of the credit services provider's stock valued at $29,000 after acquiring an additional 87,524 shares during the last quarter. True Wealth Design LLC increased its position in shares of PayPal by 285.3% in the third quarter. True Wealth Design LLC now owns 524 shares of the credit services provider's stock valued at $35,000 after acquiring an additional 388 shares during the last quarter. VSM Wealth Advisory LLC bought a new stake in PayPal during the second quarter worth about $36,000. Finally, Total Investment Management Inc. acquired a new position in PayPal during the second quarter valued at approximately $38,000. 68.32% of the stock is currently owned by institutional investors and hedge funds.

More PayPal News

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal deepened its push into agentic commerce with "Copilot Checkout," embedding AI-driven shopping, branded checkout and payments inside Microsoft's Copilot — a product tie-up that could lift transaction volumes and monetization if adoption scales. PayPal's Agentic Commerce Expansion: Will it Boost Top-Line Growth?
• Positive Sentiment: An analyst note highlighted a proposed 10% cap on credit interest as a potential tailwind for fintechs (including PYPL), which could support buy‑now‑pay‑later and lending revenue streams if passed and implemented. XYZ, SOFI, PYPL Rally: Analyst Sees Trump's 10% Credit Interest Cap Boosting Fintech
• Positive Sentiment: Some analysts and commentators present contrarian trade ideas on PYPL at current levels, framing the stock as a potential "win‑win" or opportunity given its depressed price vs. fundamentals. Could This Be A Win-Win Trade On PayPal Stock?
• Neutral Sentiment: Options flow analysis shows elevated activity around PYPL; the signals are mixed (hedging, directional bets) and don't yet point conclusively to a sustained directional move. Decoding PayPal Holdings's Options Activity: What's the Big Picture?
• Neutral Sentiment: Analysts expect a modest earnings uptick for Q4 (reporting due early February) — this is a near‑term catalyst but consensus growth is modest, so results need to materially beat to reverse current sentiment. Here’s What to Expect From PayPal Holdings’ Next Earnings Report
• Neutral Sentiment: Market‑data reports on short interest showed anomalous zero values in the latest print (likely a data/reporting issue), so short‑interest signals are unreliable at present. (No link available.)
• Negative Sentiment: Negative commentary is piling up: articles argue PYPL missed the 2025 rally and may underperform again in 2026, reinforcing bearish sentiment and pressuring the stock. How PayPal’s stock missed the entire 2025 bull run and will do the same in 2026
• Negative Sentiment: Bearish coverage and commentary argue the share decline has further to run, highlighting a large market‑cap contraction from 2025 highs and ongoing weakness in investor sentiment. PayPal stock price crash has more room to go: here's why
• Negative Sentiment: Susquehanna trimmed its price target modestly (from $94 to $90) while keeping a Positive rating — a signal that expectations are being lowered, which can add short‑term pressure. Susquehanna Lowers PT on PayPal Holdings (PYPL) Stock

Insider Buying and Selling at PayPal

In other PayPal news, insider Suzan Kereere sold 4,162 shares of the business's stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $59.84, for a total value of $249,054.08. Following the completion of the sale, 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 position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CAO Chris Natali sold 1,374 shares of the stock in a transaction that occurred on Thursday, October 30th. The stock was sold at an average price of $69.13, for a total transaction of $94,984.62. The SEC filing for this sale provides additional information. In the last three months, insiders sold 36,156 shares of company stock worth $2,432,524. Insiders own 0.08% of the company's stock.

PayPal Trading Down 0.6%

Shares of PYPL stock opened at $57.29 on Tuesday. PayPal Holdings, Inc. has a 12-month low of $55.85 and a 12-month high of $93.25. The company has a market capitalization of $53.60 billion, a PE ratio of 11.48, a price-to-earnings-growth ratio of 0.72 and a beta of 1.42. The firm has a 50 day moving average price of $61.34 and a two-hundred day moving average price of $67.25. The company has a quick ratio of 1.34, a current ratio of 1.34 and a debt-to-equity ratio of 0.56.

PayPal (NASDAQ:PYPL - Get Free Report) last posted its earnings results 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. The company had revenue of $8.42 billion for the quarter, compared to the consensus estimate of $8.21 billion. PayPal had a return on equity of 25.64% and a net margin of 14.96%.The firm's revenue for the quarter was up 7.3% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.20 earnings per share. PayPal has set its Q4 2025 guidance at 1.270-1.310 EPS and its FY 2025 guidance at 5.350-5.390 EPS. As a group, analysts predict 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. Stockholders of record on Wednesday, November 19th were given a $0.14 dividend. This represents a $0.56 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend was Wednesday, November 19th. PayPal's payout ratio is presently 11.22%.

Wall Street Analysts Forecast Growth

PYPL has been the topic of several recent analyst reports. Wall Street Zen raised PayPal from a "hold" rating to a "buy" rating in a research report on Saturday. Morgan Stanley reaffirmed a "negative" rating on shares of PayPal in a research report on Wednesday, October 29th. Weiss Ratings reiterated a "hold (c)" rating on shares of PayPal in a research note on Wednesday, October 8th. TD Cowen boosted their price objective on shares of PayPal from $75.00 to $80.00 and gave the stock a "hold" rating in a research note on Wednesday, October 29th. Finally, Evercore ISI dropped their target price on shares of PayPal from $75.00 to $65.00 and set an "in-line" rating on the stock in a report on Monday, December 8th. Twelve research analysts have rated the stock with a Buy rating, twenty-five have issued a Hold rating and four have assigned a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of "Hold" and a consensus price target of $76.81.

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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