Quinn Opportunity Partners LLC Boosts Stock Holdings in PayPal Holdings, Inc. $PYPL

Key Points

• Quinn Opportunity Partners LLC increased its PayPal stake by 17.4% in Q3 to 179,100 shares worth $12.01 million, representing 0.9% of the fund's portfolio and its 25th largest holding.
• Insiders sold 87,608 shares (~$3.83 million) over the last quarter — including large sales by EVP Frank Keller and Suzan Kereere — while PayPal faces multiple securities class‑action filings and recent CEO turnover, raising legal and execution risk.
• Analyst coverage is mixed with a consensus "Hold" and a $59.03 target; valuation metrics show a P/E of 8.3, and PayPal announced a $0.14 quarterly dividend (≈1.2% yield).

Quinn Opportunity Partners LLC raised its stake in PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report) by 17.4% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 179,100 shares of the credit services provider's stock after acquiring an additional 26,500 shares during the period. PayPal makes up 0.9% of Quinn Opportunity Partners LLC's portfolio, making the stock its 25th largest holding. Quinn Opportunity Partners LLC's holdings in PayPal were worth $12,010,000 as of its most recent filing with the SEC.

Other hedge funds have also bought and sold shares of the company. Cloud Capital Management LLC purchased a new position in shares of PayPal during the third quarter valued at about $30,000. True Wealth Design LLC increased its holdings 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. VSM Wealth Advisory LLC purchased a new stake in shares of PayPal in the second quarter worth about $36,000. Dagco Inc. lifted its position 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 buying an additional 500 shares in the last quarter. Finally, Total Investment Management Inc. bought a new position in PayPal during the second quarter valued at approximately $38,000. Hedge funds and other institutional investors own 68.32% of the company's stock.

Insider Buying and Selling at PayPal

In other PayPal news, 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 $2,373,113.34. The trade was a 36.45% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Suzan Kereere sold 37,613 shares of the 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 completion of the sale, the insider directly owned 30,983 shares in the company, valued at approximately $1,285,484.67. This represents a 54.83% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 87,608 shares of company stock worth $3,831,535 over the last quarter. Insiders own 0.08% of the company's stock.

Trending Headlines about PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal has been included in Mastercard’s new crypto partner program alongside firms like Binance and Ripple, which supports its PYUSD/stablecoin and payments roadmap and could help revenue diversification if partnerships scale. Binance, Ripple, PayPal join Mastercard's 85+ partner crypto initiative
• Positive Sentiment: Valuation looks attractive to some investors and analysts: recent coverage highlights a low P/E and price targets above current levels, which can attract value buyers if execution stabilizes. Why PayPal’s Rally Faded—And What Could Restart It
• Neutral Sentiment: Macro and crypto market moves are creating mixed flows: regulatory alignment between the CFTC and SEC and episodic crypto volatility are shaping sentiment for payments/crypto plays like PayPal. This is a backdrop rather than an immediate company-specific catalyst. Crypto Currents: CFTC affirms crypto oversight alignment with SEC
• Negative Sentiment: Multiple securities class-action filings and numerous law‑firm alerts allege PayPal misled investors about growth and guidance (class period cited Feb 25, 2025–Feb 2, 2026). Firms are soliciting lead‑plaintiff motions with an April 20, 2026 deadline — this litigation wave increases legal risk, potential costs, and investor uncertainty. PayPal Holdings (PYPL) Faces Securities Class Action Amid $9 Billion Market Cap Wipeout, CEO Departure -- Hagens Berman
• Negative Sentiment: Competition and management turnover remain immediate execution risks: coverage notes weak Feb results, cautious guidance, and the CEO departure — all drivers behind the recent selloff and continued skepticism until clear operational improvement is shown. Why PayPal’s Rally Faded—And What Could Restart It
• Negative Sentiment: High-profile commentary suggests competitive pressure from other payment/fintech platforms and actions by industry figures (e.g., Elon Musk) could further compress PayPal’s growth in key consumer/payment corridors. Elon Musk just made things uncomfortable for PayPal and Cash App

Analysts Set New Price Targets

Several equities analysts have weighed in on PYPL shares. Bank of America initiated coverage on PayPal in a report on Thursday, March 5th. They set a "neutral" rating and a $48.00 price target for the company. Sanford C. Bernstein reaffirmed a "market perform" rating on shares of PayPal in a report on Tuesday, February 24th. Deutsche Bank Aktiengesellschaft lowered their target price on PayPal from $75.00 to $65.00 and set a "hold" rating for the company in a research report on Friday, December 5th. Robert W. Baird set a $52.00 price target on shares of PayPal in a research report on Wednesday, February 4th. Finally, Canaccord Genuity Group reaffirmed a "hold" rating and set a $42.00 price target (down from $100.00) on shares of PayPal in a research note on Wednesday, February 4th. Eight research analysts have rated the stock with a Buy rating, thirty-one have given a Hold rating and six have issued a Sell rating to the company. According to data from MarketBeat.com, PayPal currently has a consensus rating of "Hold" and a consensus target price of $59.03.

PayPal Price Performance

NASDAQ:PYPL opened at $44.90 on Friday. The firm has a market capitalization of $41.34 billion, a price-to-earnings ratio of 8.30, a PEG ratio of 1.32 and a beta of 1.43. The company has a debt-to-equity ratio of 0.49, a current ratio of 1.29 and a quick ratio of 1.29. The business has a 50 day simple moving average of $48.91 and a 200-day simple moving average of $59.82. PayPal Holdings, Inc. has a 1 year low of $38.46 and a 1 year high of $79.50.

PayPal (NASDAQ:PYPL - Get Free Report) last released 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). PayPal had a net margin of 15.77% and a return on equity of 25.42%. The company had revenue of $8.68 billion for the quarter, compared to the consensus estimate of $8.82 billion. During the same period in the prior year, the firm posted $1.19 EPS. The business's revenue for the quarter was up 4.0% compared to the same quarter last year. Equities analysts forecast that PayPal Holdings, Inc. will post 5.03 EPS for the current year.

PayPal Dividend Announcement

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

About PayPal

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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