PayPal Holdings, Inc. $PYPL Shares Acquired by Legal & General Group Plc

Key Points

• Legal & General Group Plc boosted its PayPal stake by 3.2% in Q3 to 6,951,876 shares, representing about 0.74% of the company and worth roughly $466.2 million.
• Company insiders sold 87,608 shares totaling about $3.83 million over the last quarter — notable sales include CAO Chris Natali (2,208 shares) and EVP Frank Keller (29,581 shares) — leaving insiders with roughly 0.08% ownership.
• PayPal missed Q4 estimates (EPS $1.23 vs. $1.29 expected; revenue $8.68B vs. $8.82B), shares trade near $45, analysts have trimmed targets with a consensus "Hold" (average target $59.03), and the company declared a $0.14 quarterly dividend (1.2% yield).

Legal & General Group Plc boosted its stake in PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report) by 3.2% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 6,951,876 shares of the credit services provider's stock after acquiring an additional 217,329 shares during the quarter. Legal & General Group Plc owned 0.74% of PayPal worth $466,193,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Cloud Capital Management LLC purchased a new stake in shares of PayPal during the third quarter worth about $30,000. VSM Wealth Advisory LLC purchased a new position in PayPal in the 2nd quarter valued at about $36,000. Total Investment Management Inc. purchased a new stake in PayPal during the 2nd quarter worth approximately $38,000. True Wealth Design LLC raised its holdings in shares of PayPal by 285.3% during 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. Finally, Dagco Inc. raised its holdings in shares of PayPal by 1,250.0% during the third quarter. Dagco Inc. now owns 540 shares of the credit services provider's stock valued at $36,000 after acquiring an additional 500 shares during the last quarter. Hedge funds and other institutional investors own 68.32% of the company's stock.

Insider Transactions at PayPal

In other news, CAO Chris Natali sold 2,208 shares of the business's stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $44.73, for a total value of $98,763.84. Following the completion of the sale, the chief accounting officer directly owned 1,140 shares in the company, valued at approximately $50,992.20. The trade was a 65.95% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Frank Keller sold 29,581 shares of the stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $46.02, for a total value of $1,361,317.62. Following the sale, the executive vice president owned 51,567 shares in the company, valued at $2,373,113.34. The trade was a 36.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 87,608 shares of company stock valued at $3,831,535 over the last quarter. Company insiders own 0.08% of the company's stock.

PayPal Stock Performance

Shares of PYPL opened at $45.02 on Wednesday. PayPal Holdings, Inc. has a 1 year low of $38.46 and a 1 year high of $79.50. The company's fifty day moving average is $49.71 and its two-hundred day moving average is $60.20. The stock has a market capitalization of $41.45 billion, a P/E ratio of 8.32, a P/E/G ratio of 1.38 and a beta of 1.43. The company has a debt-to-equity ratio of 0.49, a quick ratio of 1.29 and a current ratio of 1.29.

PayPal (NASDAQ:PYPL - Get Free Report) last issued its earnings results 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). The company had revenue of $8.68 billion for the quarter, compared to analyst estimates of $8.82 billion. PayPal had a return on equity of 25.42% and a net margin of 15.77%.The company's quarterly revenue was up 4.0% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.19 earnings per share. On average, sell-side analysts predict that PayPal Holdings, Inc. will post 5.03 earnings per share for the current year.

PayPal Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, March 25th. Investors of record on Wednesday, March 4th will be issued a dividend of $0.14 per share. The ex-dividend date is Wednesday, March 4th. This represents a $0.56 annualized dividend and a dividend yield of 1.2%. PayPal's payout ratio is presently 10.35%.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on PYPL. Wells Fargo & Company lowered their price target on PayPal from $67.00 to $48.00 and set an "equal weight" rating on the stock in a research note on Wednesday, February 4th. Citizens Jmp reiterated a "market perform" rating on shares of PayPal in a research report on Wednesday, February 4th. Morgan Stanley dropped their price target on shares of PayPal from $50.00 to $34.00 and set an "underweight" rating for the company in a research note on Wednesday, February 4th. William Blair reissued a "market perform" rating on shares of PayPal in a research report on Tuesday, February 3rd. Finally, Jefferies Financial Group restated a "hold" rating on shares of PayPal in a research note on Wednesday, January 7th. Eight research analysts have rated the stock with a Buy rating, thirty-one have given a Hold rating and six have assigned a Sell rating to the company's stock. According to MarketBeat.com, the company currently has a consensus rating of "Hold" and an average target price of $59.03.

More PayPal News

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: February short interest dropped ~19.2% to ~41.8M shares (about 4.5% of float), lowering one potential source of downside pressure from persistent shorting and reducing the magnitude of any short‑squeeze volatility. (data item)
• Positive Sentiment: Some bullish commentators argue the recent selloff creates a buying opportunity if fundamentals stabilize—these views could attract value‑oriented buyers and provide price support. PayPal: If The Market Stays Irrational, I'll Keep On Buying More
• Neutral Sentiment: PayPal presented at the Wolfe Research FinTech Forum (transcript available); investor reaction will depend on management’s messaging about growth drivers and margins following the Q4 miss and leadership change. PayPal Presents at Wolfe Research FinTech Forum Transcript
• Neutral Sentiment: Several valuation pieces debate whether PYPL is now a value opportunity or a “value trap”; these analyses may drive short‑term retail flows but don’t change near‑term legal/operational risks. Is It Time To Revisit PayPal (PYPL) After Prolonged Share Price Weakness?
• Negative Sentiment: Multiple securities‑class actions and law‑firm notices were filed or announced alleging that PayPal misled investors about its outlook between Feb. 25, 2025 and Feb. 2, 2026; plaintiffs cite the Feb. 3 earnings miss and CEO exit and the litigation raises uncertainty, potential damages and legal costs. PayPal Faces Securities Class Action — Hagens Berman
• Negative Sentiment: Critical analyst/commentary pieces label PayPal a potential “value trap,” arguing that revenue growth and margin recovery are uncertain—negative narrative that can keep multiple analysts cautious and delay any re‑rating. PayPal: A Classic Value Trap
• Negative Sentiment: Third‑party payment gateway competitors and niche providers are marketing services as alternatives to PayPal for certain merchants, a modest competitive headwind for merchant payment volumes over time. Tactical Payment Gateways for Shopify

PayPal Company 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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