Voya Investment Management LLC Trims Stock Position in PayPal Holdings, Inc. $PYPL

Key Points

• Voya Investment Management LLC reduced its stake in PayPal by 66.4%, selling over 1.9 million shares, and now holds approximately 0.10% of the company valued at $62.95 million.
• Other institutional investors like AQR Capital Management and Allianz SE increased their positions, with AQR lifting its stake by 15.8% and Allianz by 281.8%.
• PayPal reported solid quarterly earnings, with an EPS of $1.40, exceeding estimates, and provided future guidance anticipating EPS between $1.180 and $1.220 for Q3 2025.

Voya Investment Management LLC decreased its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report) by 66.4% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 964,757 shares of the credit services provider's stock after selling 1,905,109 shares during the period. Voya Investment Management LLC owned 0.10% of PayPal worth $62,950,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Mpwm Advisory Solutions LLC purchased a new position in shares of PayPal in the fourth quarter worth $25,000. Bernard Wealth Management Corp. purchased a new position in shares of PayPal in the fourth quarter worth $34,000. Pinney & Scofield Inc. purchased a new position in shares of PayPal in the fourth quarter worth $35,000. Evermay Wealth Management LLC raised its holdings in shares of PayPal by 726.0% in the first quarter. Evermay Wealth Management LLC now owns 413 shares of the credit services provider's stock worth $27,000 after buying an additional 363 shares during the last quarter. Finally, Garde Capital Inc. purchased a new position in shares of PayPal in the first quarter worth $28,000. Hedge funds and other institutional investors own 68.32% of the company's stock.

PayPal Stock Performance

PYPL stock traded down $0.38 during midday trading on Friday, hitting $66.89. 7,495,242 shares of the stock traded hands, compared to its average volume of 8,813,973. The company has a debt-to-equity ratio of 0.56, a current ratio of 1.33 and a quick ratio of 1.33. The firm has a market cap of $63.91 billion, a P/E ratio of 14.29, a PEG ratio of 1.03 and a beta of 1.43. PayPal Holdings, Inc. has a 1-year low of $55.85 and a 1-year high of $93.66. The stock's fifty day simple moving average is $70.81 and its 200-day simple moving average is $69.42.

PayPal (NASDAQ:PYPL - Get Free Report) last posted its quarterly earnings data on Tuesday, July 29th. The credit services provider reported $1.40 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.30 by $0.10. The business had revenue of $8.29 billion for the quarter, compared to the consensus estimate of $8.08 billion. PayPal had a net margin of 14.49% and a return on equity of 25.35%. During the same period last year, the firm posted $1.19 earnings per share. PayPal has set its Q3 2025 guidance at 1.180-1.220 EPS. FY 2025 guidance at 5.150-5.300 EPS. On average, analysts expect that PayPal Holdings, Inc. will post 5.03 earnings per share for the current year.

Insider Transactions at PayPal

In other news, EVP Diego Scotti sold 3,838 shares of the firm's stock in a transaction dated Thursday, July 31st. The shares were sold at an average price of $69.12, for a total value of $265,282.56. Following the transaction, the executive vice president directly owned 16,989 shares of the company's stock, valued at approximately $1,174,279.68. This trade represents a 18.43% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, insider Suzan Kereere sold 4,162 shares of the firm's stock in a transaction dated Tuesday, August 19th. The stock was sold at an average price of $69.39, for a total transaction of $288,801.18. Following the completion of the transaction, the insider directly owned 48,483 shares in the company, valued at approximately $3,364,235.37. This represents a 7.91% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders have sold 15,102 shares of company stock valued at $1,046,607. Corporate insiders own 0.08% of the company's stock.

Analyst Ratings Changes

PYPL has been the subject of a number of research analyst reports. Royal Bank Of Canada reaffirmed an "outperform" rating and issued a $88.00 price target on shares of PayPal in a report on Thursday, June 26th. Barclays reiterated an "overweight" rating on shares of PayPal in a research note on Tuesday, July 29th. Seaport Res Ptn upgraded shares of PayPal from a "strong sell" rating to a "hold" rating in a research note on Monday, July 14th. Truist Financial assumed coverage on shares of PayPal in a research note on Monday, June 2nd. They issued a "sell" rating and a $68.00 price objective on the stock. Finally, Morgan Stanley reiterated a "positive" rating on shares of PayPal in a research note on Wednesday, July 30th. Seventeen analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of "Hold" and an average target price of $85.00.

PayPal Company Profile

PayPal Holdings, Inc operates a technology platform that enables digital payments on behalf of merchants and consumers worldwide. It operates a two-sided network at scale that connects merchants and consumers that enables its customers to connect, transact, and send and receive payments through online and in person, as well as transfer and withdraw funds using various funding sources, such as bank accounts, PayPal or Venmo account balance, PayPal and Venmo branded credit products comprising its installment products, credit and debit cards, and cryptocurrencies, as well as other stored value products, including gift cards and eligible rewards.