PayPal Holdings, Inc. $PYPL Position Reduced by Oppenheimer Asset Management Inc.

Key Points

• Oppenheimer Asset Management cut its PayPal stake by 24.0% in Q4 to 76,616 shares (about $4.47M), even as large institutions like Vanguard materially increased holdings; institutional ownership stands near 68.32%.
• PayPal announced a strategic reorganization into three operating units and made Venmo a standalone business with new leadership to sharpen execution and unlock value, while investors await Q1 2026 earnings on May 5 for near‑term direction.
• Insiders have sold roughly 99,677 shares (~$4.43M) in the last three months, including recent Rule 10b5‑1 sales by senior finance executives, and Wall Street’s consensus rating is a Hold with a $56.55 price target (market cap ≈ $45.4B, P/E ≈ 9.3).

Oppenheimer Asset Management Inc. decreased its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report) by 24.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 76,616 shares of the credit services provider's stock after selling 24,186 shares during the period. Oppenheimer Asset Management Inc.'s holdings in PayPal were worth $4,473,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its holdings in 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 in the last quarter. Capital Research Global Investors raised its holdings in PayPal by 2.3% during the third quarter. Capital Research Global Investors now owns 27,953,803 shares of the credit services provider's stock worth $1,874,637,000 after purchasing an additional 636,441 shares in the last quarter. Invesco Ltd. raised its holdings in PayPal by 10.9% during the third quarter. Invesco Ltd. now owns 11,131,949 shares of the credit services provider's stock worth $746,508,000 after purchasing an additional 1,093,365 shares in the last quarter. Amundi raised its holdings in PayPal by 1.6% during the third quarter. Amundi now owns 8,493,311 shares of the credit services provider's stock worth $605,488,000 after purchasing an additional 132,837 shares in the last quarter. Finally, Dimensional Fund Advisors LP raised its holdings in PayPal by 35.9% during the third quarter. Dimensional Fund Advisors LP now owns 8,177,536 shares of the credit services provider's stock worth $548,520,000 after purchasing an additional 2,160,227 shares in the last quarter. Institutional investors own 68.32% of the company's stock.

More PayPal News

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal announced a strategic reorganization into three operating units (Checkout & PayPal; Consumer Financial Services & Venmo; Payment Services & Crypto) and management changes intended to sharpen execution and make high‑growth assets easier to value or monetize. PayPal Announces Strategic Reorganization to Accelerate Growth
• Positive Sentiment: PayPal is making Venmo a standalone business unit with new leadership — a move investors view as unlocking optionality (spinoff/sale or clearer valuation of Venmo’s high‑growth profile). PayPal makes Venmo a separate unit as CEO Lores looks to boost growth
• Positive Sentiment: PayPal shows up in tokenization deals — partnerships (via Ondo Finance) to offer tokenized U.S. stocks/ETFs and regulated on‑chain securities widen PayPal’s institutional crypto footprint and product optionality. This supports revenue diversification if adoption scales. Wall Street Backing Fuels Ondo Finance Tokenization Across Global Markets
• Positive Sentiment: Coverage notes PayPal is consolidating crypto and payments capabilities (PYUSD, Braintree, crypto services) into clearer reporting lines — a structural push that could help monetize stablecoin and crypto services. Pension Funds, PayPal, and Policy: How 2026 Is Redrawing the Crypto Market Map
• Neutral Sentiment: Investors are focused on PayPal’s Q1 2026 earnings release (May 5). Execution, revenue growth and margin commentary will likely drive short‑term moves more than strategic headlines. PayPal Will Report Q1 Earnings on May 5 — Will a New CEO Save PYPL Stock?
• Neutral Sentiment: Wall Street still rates PYPL largely as a “Hold”; Bank of America recently raised its target while consensus price targets sit below prior highs — analyst views create mixed near‑term expectations. Are Wall Street Analysts Predicting PayPal Holdings Stock Will Climb or Sink?
• Negative Sentiment: Insider selling: CFO Frank Keller (10,732 shares) and CAO Chris Natali (1,337 shares) executed Rule 10b5‑1 sales late April. While pre‑arranged, these disclosures can add short‑term selling pressure and raise governance questions for some investors. PayPal NASDAQ: PYPL Insider Selling

PayPal Trading Up 0.6%

NASDAQ PYPL opened at $50.44 on Friday. PayPal Holdings, Inc. has a twelve month low of $38.46 and a twelve month high of $79.50. The company has a debt-to-equity ratio of 0.49, a quick ratio of 1.29 and a current ratio of 1.29. The stock has a market cap of $45.38 billion, a price-to-earnings ratio of 9.32, a PEG ratio of 1.45 and a beta of 1.39. The firm's 50 day moving average price is $46.63 and its two-hundred day moving average price is $54.53.

PayPal (NASDAQ:PYPL - Get Free Report) last posted its quarterly earnings data on Tuesday, February 3rd. The credit services provider reported $1.23 earnings per share for the quarter, missing the consensus estimate of $1.29 by ($0.06). PayPal had a return on equity of 25.42% and a net margin of 15.77%.The firm had revenue of $8.68 billion for the quarter, compared to analysts' expectations of $8.82 billion. During the same quarter in the previous year, the firm posted $1.19 earnings per share. The company's revenue for the quarter was up 4.0% on a year-over-year basis. Equities analysts anticipate that PayPal Holdings, Inc. will post 5.31 EPS for the current year.

PayPal Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, March 25th. Shareholders of record on Wednesday, March 4th were given a dividend of $0.14 per share. This represents a $0.56 annualized dividend and a yield of 1.1%. The ex-dividend date was Wednesday, March 4th. PayPal's payout ratio is presently 10.35%.

Insiders Place Their Bets

In other news, insider Suzan Kereere sold 37,613 shares of the business's stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $41.49, for a total transaction of $1,560,563.37. Following the transaction, the insider directly owned 30,983 shares in the company, valued at $1,285,484.67. The trade was a 54.83% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Frank Keller sold 29,581 shares of the business's stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $46.02, for a total transaction of $1,361,317.62. Following the transaction, the executive vice president owned 51,567 shares in the company, valued at approximately $2,373,113.34. This represents a 36.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 99,677 shares of company stock worth $4,433,834. Corporate insiders own 0.63% of the company's stock.

Wall Street Analyst Weigh In

PYPL has been the topic of several research reports. Wolfe Research reaffirmed a "sell" rating on shares of PayPal in a report on Monday, February 23rd. Loop Capital initiated coverage on PayPal in a report on Tuesday, March 31st. They issued a "hold" rating and a $46.00 price target on the stock. Raymond James Financial reaffirmed a "market perform" rating on shares of PayPal in a report on Monday, February 23rd. Bank of America upped their price target on PayPal from $48.00 to $55.00 and gave the company a "neutral" rating in a report on Tuesday, April 21st. Finally, Weiss Ratings reaffirmed a "hold (c)" rating on shares of PayPal in a report on Thursday, January 22nd. Seven equities research analysts have rated the stock with a Buy rating, thirty-three have issued a Hold rating and five have given a Sell rating to the company. According to data from MarketBeat.com, PayPal has a consensus rating of "Hold" and a consensus price target of $56.55.

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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