PayPal Holdings, Inc. $PYPL Shares Acquired by Natixis Advisors LLC

Key Points

• Natixis Advisors raised its PayPal stake by 4.2% in Q3 to 573,551 shares (about $38.46 million), while institutional investors now own roughly 68.32% of the company.
• Numerous law firms have filed or are soliciting participation in securities class actions covering Feb. 25, 2025–Feb. 2, 2026, amplifying litigation risk and negative press for PayPal.
• PayPal has a consensus analyst rating of Hold (average target $59.03) after missing quarterly EPS ($1.23 vs. $1.29) and revenue estimates, and its stock trades around $46.16—below key moving averages.

Natixis Advisors LLC lifted its position in PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report) by 4.2% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 573,551 shares of the credit services provider's stock after acquiring an additional 23,305 shares during the period. Natixis Advisors LLC owned 0.06% of PayPal worth $38,462,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Cloud Capital Management LLC acquired a new stake in PayPal during the 3rd quarter worth about $30,000. VSM Wealth Advisory LLC acquired a new position in shares of PayPal in the second quarter valued at about $36,000. Total Investment Management Inc. acquired a new position in shares of PayPal in the second quarter valued at about $38,000. True Wealth Design LLC raised its stake 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 worth $35,000 after purchasing an additional 388 shares during the last quarter. Finally, Dagco Inc. raised its stake in shares of PayPal by 1,250.0% in the third quarter. Dagco Inc. now owns 540 shares of the credit services provider's stock worth $36,000 after purchasing an additional 500 shares during the last quarter. Hedge funds and other institutional investors own 68.32% of the company's stock.

Analyst Ratings Changes

A number of research firms recently commented on PYPL. KGI Securities reaffirmed a "hold" rating and set a $55.00 target price on shares of PayPal in a report on Monday, March 2nd. William Blair reissued a "market perform" rating on shares of PayPal in a research report on Tuesday, February 3rd. Wells Fargo & Company decreased their price objective on shares of PayPal from $67.00 to $48.00 and set an "equal weight" rating for the company in a research note on Wednesday, February 4th. UBS Group reaffirmed a "neutral" rating and issued a $44.00 price objective on shares of PayPal in a report on Wednesday, February 4th. Finally, Citizens Jmp reiterated a "market perform" rating on shares of PayPal in a research note on Wednesday, February 4th. Eight investment analysts have rated the stock with a Buy rating, thirty-one have issued a Hold rating and six have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Hold" and an average target price of $59.03.

Insider Buying and Selling

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

PayPal Stock Down 1.7%

PayPal stock opened at $46.16 on Tuesday. The business's 50-day moving average price is $50.00 and its 200 day moving average price is $60.38. The company has a quick ratio of 1.29, a current ratio of 1.29 and a debt-to-equity ratio of 0.49. The firm has a market cap of $42.50 billion, a price-to-earnings ratio of 8.53, a price-to-earnings-growth ratio of 1.40 and a beta of 1.43. PayPal Holdings, Inc. has a 52 week low of $38.46 and a 52 week high of $79.50.

PayPal (NASDAQ:PYPL - Get Free Report) last announced its quarterly earnings results on Tuesday, February 3rd. The credit services provider reported $1.23 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $1.29 by ($0.06). PayPal had a net margin of 15.77% and a return on equity of 25.42%. The company had revenue of $8.68 billion during the quarter, compared to analyst estimates of $8.82 billion. During the same period in the previous year, the firm posted $1.19 earnings per share. The company's revenue was up 4.0% compared to the same quarter last year. As a group, sell-side analysts anticipate that PayPal Holdings, Inc. will post 5.03 earnings per share for the current year.

PayPal Dividend Announcement

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

Key Stories Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Neutral Sentiment: The Synchrony Financial article is unrelated to PayPal but appeared in the same feed; it should not materially affect PYPL. 3 Reasons Investors Love Synchrony Financial (SYF)
• Negative Sentiment: Levi & Korsinsky / Caledonian Record piece — coverage says Wall Street is reassessing PayPal after a roughly 20% share-price decline, raising scrutiny of management guidance and execution. Wall Street Reassesses PYPL After 20% Drop — Levi & Korsinsky, LLP
• Negative Sentiment: Rosen Law Firm reminder (GlobeNewswire) — urges PayPal investors to secure counsel ahead of the April 20, 2026 lead-plaintiff deadline in a securities class action covering the Feb. 25, 2025–Feb. 2, 2026 period. ROSEN, A RANKED AND LEADING LAW FIRM, Encourages PayPal Holdings, Inc to Secure Counsel
• Negative Sentiment: Rosen Law Firm (Newsfile) — similar notice published March 8 reiterating counsel and lead-plaintiff deadline; part of broad law-firm outreach that increases perceived litigation risk. ROSEN Encourages PayPal Investors to Secure Counsel (Newsfile)
• Negative Sentiment: Bronstein, Gewirtz & Grossman — announces a class action filed against PayPal and certain officers alleging securities-law violations for the same class period; new filings can pressure the stock via uncertainty and potential future damages. Bronstein, Gewirtz & Grossman LLC Urges PayPal Investors to Act
• Negative Sentiment: Glancy Prongay Wolke & Rotter — deadline alert for shareholders who lost money and reminder of the April 20 deadline; further amplifies litigation headlines. Deadline Alert: PayPal Shareholders Urged To Contact Glancy Prongay Wolke
• Negative Sentiment: DJS Law Group notice (PR Newswire) — publicizes the securities-fraud suit and invites affected investors to contact the firm, adding to the chorus of solicitations. PayPal Sued for Securities Law Violations - DJS Law Group
• Negative Sentiment: Schall Law Firm notice — highlights opportunity to lead the securities fraud case and repeats class-period details; increases visibility of legal exposure. Schall Law Firm: Opportunity to Lead PayPal Securities Lawsuit
• Negative Sentiment: RGRD Law investor notice — warns investors with substantial losses they may lead a class action, repeating allegations that defendants misrepresented revenue and growth projections. INVESTOR NOTICE: RGRD Law on PayPal Class Action Opportunity

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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