PayPal Holdings, Inc. $PYPL Stock: Boston Trust Walden Corp Decreases Stake

Key Points

• Boston Trust Walden cut its PayPal stake by 49.1% in the third quarter, selling 31,505 shares and ending the period with 32,700 shares valued at about $1.72 million.
• Institutional activity was mixed: some investors added to or opened positions, while PayPal insiders sold 13,437 shares worth about $768,000 over the past three months. Institutions and hedge funds own 68.32% of the stock.
• PayPal beat quarterly EPS expectations ($1.45 versus $1.31) but revenue fell short of forecasts, despite rising 2% year over year. Analysts’ consensus rating is “Hold,” with a $55.94 average price target.

Boston Trust Walden Corp decreased its stake in PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report) by 49.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 32,700 shares of the credit services provider's stock after selling 31,505 shares during the period. Boston Trust Walden Corp's holdings in PayPal were worth $1,718,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. Covestor Ltd boosted its position in shares of PayPal by 35.8% during the 3rd quarter. Covestor Ltd now owns 3,949 shares of the credit services provider's stock valued at $207,000 after acquiring an additional 1,040 shares in the last quarter. Rakuten Investment Management Inc. raised its position in PayPal by 7.4% in the third quarter. Rakuten Investment Management Inc. now owns 226,620 shares of the credit services provider's stock worth $12,213,000 after purchasing an additional 15,668 shares in the last quarter. First Nebraska Trust Co bought a new position in PayPal during the third quarter worth about $1,690,000. VCI Wealth Management LLC bought a new position in PayPal during the third quarter worth about $1,144,000. Finally, Greenfield Seitz Capital Management LLC acquired a new stake in PayPal during the third quarter valued at approximately $216,000. Institutional investors and hedge funds own 68.32% of the company's stock.

Insider Activity at PayPal

In other PayPal news, CAO Chris Natali sold 552 shares of PayPal stock in a transaction that occurred on Thursday, September 3rd. The shares were sold at an average price of $54.80, for a total value of $30,249.60. Following the transaction, the chief accounting officer owned 2,400 shares of the company's stock, valued at approximately $131,520. The trade was a 18.70% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Suzan Kereere sold 4,162 shares of the company's stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $60.96, for a total transaction of $253,715.52. Following the completion of the transaction, the insider owned 30,983 shares of the company's stock, valued at $1,888,723.68. This trade represents a 11.84% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 13,437 shares of company stock worth $768,417. 0.63% of the stock is owned by company insiders.

PayPal Price Performance

Shares of PYPL stock traded up $0.28 during trading hours on Friday, hitting $59.24. 7,440,031 shares of the company's stock were exchanged, compared to its average volume of 11,805,845. The stock's 50-day moving average is $55.10 and its 200-day moving average is $50.10. The company has a debt-to-equity ratio of 0.56, a current ratio of 1.26 and a quick ratio of 1.26. PayPal Holdings, Inc. has a 52 week low of $38.46 and a 52 week high of $67.99. The stock has a market cap of $49.21 billion, a price-to-earnings ratio of 11.31, a price-to-earnings-growth ratio of 1.24 and a beta of 1.33.

PayPal (NASDAQ:PYPL - Get Free Report) last released its earnings results on Tuesday, October 27th. The credit services provider reported $1.45 EPS for the quarter, beating the consensus estimate of $1.31 by $0.14. PayPal had a return on equity of 24.39% and a net margin of 13.78%. The company had revenue of $8.58 billion during the quarter, compared to analysts' expectations of $8.71 billion. During the same period last year, the firm earned $1.34 EPS. The business's revenue for the quarter was up 2.0% on a year-over-year basis. As a group, research analysts forecast that PayPal Holdings, Inc. will post 5.59 EPS for the current year.

PayPal Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 24th. Stockholders of record on Friday, December 4th will be issued a dividend of $0.14 per share. This represents a $0.56 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Friday, December 4th. PayPal's payout ratio is 10.69%.

More PayPal News

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal raised its 2026 adjusted EPS outlook to about $5.60 after reporting third-quarter results, a supportive signal for earnings expectations. Article: PayPal Is Up 15% in Six Months After a Q3 Beat
• Positive Sentiment: A valuation analysis argues PYPL could be about 13% undervalued, and notes recent share-price momentum, though it also describes quarterly earnings as mixed. Article: PayPal Could Be 13% Undervalued
• Neutral Sentiment: PayPal’s third-quarter basic EPS from continuing operations was $1.26, below $1.31 a year earlier. This signals some earnings pressure, but the company’s raised full-year outlook provides a counterpoint. Article: PayPal Could Be 13% Undervalued
• Negative Sentiment: A comparison of analyst forecasts expects PayPal’s normalized EPS to grow 11% from 2025 to 2027, slower than American Express’s projected 31% growth. That relative outlook may limit enthusiasm for PYPL. Article: American Express vs. PayPal Growth Forecasts
• Negative Sentiment: Freedom Broker downgraded PayPal from “strong buy” to “hold,” adding a cautious analyst view. Article: Freedom Broker Rating

Analyst Upgrades and Downgrades

PYPL has been the topic of several analyst reports. Telsey Advisory Group lowered PayPal to a "market perform" rating in a research note on Friday, July 24th. Royal Bank Of Canada boosted their price target on PayPal from $65.00 to $70.00 and gave the company an "outperform" rating in a research note on Monday, August 31st. Piper Sandler upped their price target on PayPal from $42.00 to $59.00 and gave the company a "neutral" rating in a research report on Monday, August 17th. BNP Paribas Exane increased their price objective on PayPal from $43.50 to $52.00 and gave the stock a "neutral" rating in a research note on Tuesday, July 21st. Finally, Citigroup dropped their price objective on PayPal from $61.00 to $58.00 and set a "neutral" rating for the company in a research note on Wednesday, October 28th. Eight investment analysts have rated the stock with a Buy rating, thirty-two have issued a Hold rating and six have issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of "Hold" and a consensus price target of $55.94.

About PayPal

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