Robeco Institutional Asset Management B.V. Sells 66,396 Shares of PayPal Holdings, Inc. $PYPL

Key Points

• Robeco Institutional Asset Management trimmed its PayPal stake by 1.7% in Q4, selling 66,396 shares and ending the period with 3,795,321 shares valued at about $221.6 million (roughly 0.41% ownership).
• Analyst sentiment is mixed: PayPal has a consensus rating of Hold with an average price target of $56.72, while individual reports range from Rothschild's $32 "sell" to several buy and hold ratings.
• Recent catalysts are conflicting — PayPal rolled out Payment Links integration with Canva (a potential merchant‑onboarding boost), but the company also reported a small earnings miss and faces legal and institutional/insider selling pressures including securities‑fraud notices and notable exits.

Robeco Institutional Asset Management B.V. lessened its stake in PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report) by 1.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 3,795,321 shares of the credit services provider's stock after selling 66,396 shares during the period. Robeco Institutional Asset Management B.V. owned about 0.41% of PayPal worth $221,571,000 at the end of the most recent reporting period.

Several other hedge funds have also made changes to their positions in PYPL. Cloud Capital Management LLC bought a new stake in shares of PayPal in the third quarter valued at about $30,000. Kelleher Financial Advisors bought a new stake in shares of PayPal in the third quarter valued at about $30,000. True Wealth Design LLC lifted 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 valued at $35,000 after buying an additional 388 shares during the period. Dagco Inc. lifted its position in 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 period. Finally, Total Investment Management Inc. bought a new position in PayPal in the second quarter worth $38,000. Institutional investors own 68.32% of the company's stock.

Wall Street Analysts Forecast Growth

Several research analysts recently commented on PYPL shares. Rothschild & Co Redburn reduced their target price on PayPal from $50.00 to $32.00 and set a "sell" rating for the company in a research report on Wednesday, February 11th. Argus reduced their target price on PayPal from $87.00 to $65.00 and set a "buy" rating for the company in a research report on Friday, February 6th. Mizuho set a $60.00 target price on PayPal in a research report on Wednesday, February 4th. KGI Securities reaffirmed a "hold" rating and issued a $55.00 target price on shares of PayPal in a research report on Monday, March 2nd. Finally, Jefferies Financial Group restated a "hold" rating on shares of PayPal in a research note on Wednesday, January 7th. Eight equities research analysts have rated the stock with a Buy rating, thirty-one have issued a Hold rating and six have issued a Sell rating to the stock. According to MarketBeat.com, PayPal has a consensus rating of "Hold" and a consensus price target of $56.72.

PayPal News Roundup

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal announced PayPal Payment Links integration into Canva, letting 265M monthly users accept payments directly from designs — a distribution and merchant‑onboarding boost that can increase checkout volume and revenue for merchant services. PayPal Brings Payment Links to Canva PayPal Embeds Payment Links Into Canva Designs Zacks: PYPL Adds Payment Links to Canva TipRanks: PayPal Scores Another Big Deal with Canva Blockonomi: PayPal Stock Gains Ground With New Canva Integration
• Positive Sentiment: A small analyst upgrade/coverage note was reported that briefly pushed shares higher (coverage mentioned in AmericanBankingNews). Positive broker chatter can support short‑term momentum. PayPal Stock Up After Analyst Upgrade
• Neutral Sentiment: BNP Paribas Exane raised its price target to $43.50 but kept a "neutral" rating — a modest revision that isn't a strong buy signal. MarketScreener: BNP Paribas Adjusts Price Target
• Neutral Sentiment: Analyst commentary and stock interest pieces (Zacks, 247WallSt, TipRanks) highlight that PYPL is widely watched and rated a "hold" by many analysts — signals of mixed expectations rather than clear upside. Zacks: Investors Heavily Search PayPal 247WallSt: Analysts Still Rate PayPal a Hold TipRanks: SOFI vs PYPL
• Neutral Sentiment: Broader market/sector stories (crypto moves, social commerce trends, and thematic warns) may influence fintech sentiment but are not PayPal‑specific drivers. Bitcoin Climbs Above $72K Meta Growing Role In Social Commerce 3 Profitable Stocks That Concern Us
• Negative Sentiment: Numerous securities‑fraud class action notices and lead‑plaintiff deadlines were filed and publicized by multiple law firms — heightened legal risk, potential litigation costs and uncertainty often depress investor sentiment. GlobeNewswire: Deadline Alert PR Newswire: Faruqi & Faruqi Reminder Gross Law Firm: Shareholder Alert
• Negative Sentiment: Institutional moves reported: reports that Steve Cohen sold PayPal and that ClearBridge exited PYPL citing turnaround challenges signal reduced confidence from large managers and can add selling pressure. DailyHodl: Steve Cohen Dumps PayPal MSN: ClearBridge Exited PayPal

PayPal Stock Down 1.5%

Shares of PYPL opened at $45.27 on Friday. The stock has a market cap of $40.73 billion, a price-to-earnings ratio of 8.37, a P/E/G ratio of 1.36 and a beta of 1.40. The company has a quick ratio of 1.29, a current ratio of 1.29 and a debt-to-equity ratio of 0.49. PayPal Holdings, Inc. has a 12 month low of $38.46 and a 12 month high of $79.50. The company has a 50-day moving average price of $44.27 and a two-hundred day moving average price of $56.49.

PayPal (NASDAQ:PYPL - Get Free Report) last announced its quarterly earnings results on Tuesday, February 3rd. The credit services provider reported $1.23 EPS for the quarter, missing analysts' consensus estimates of $1.29 by ($0.06). The business had revenue of $8.68 billion for the quarter, compared to the consensus estimate of $8.82 billion. PayPal had a return on equity of 25.42% and a net margin of 15.77%.The firm's revenue for the quarter was up 4.0% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.19 EPS. Equities analysts predict that PayPal Holdings, Inc. will post 5.03 EPS for the current fiscal year.

PayPal Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, March 25th. Shareholders of record on Wednesday, March 4th were paid a dividend of $0.14 per share. The ex-dividend date was Wednesday, March 4th. This represents a $0.56 dividend on an annualized basis and a yield of 1.2%. PayPal's dividend payout ratio (DPR) is currently 10.35%.

Insider Transactions at PayPal

In other news, insider Suzan Kereere sold 13,515 shares of the firm's stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $46.02, for a total transaction of $621,960.30. Following the completion of the sale, the insider owned 30,983 shares of the company's stock, valued at approximately $1,425,837.66. This trade represents a 30.37% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CAO Chris Natali sold 2,208 shares of the firm'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 transaction of $98,763.84. Following the sale, the chief accounting officer directly owned 1,140 shares of the company's stock, valued at approximately $50,992.20. The trade was a 65.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 87,608 shares of company stock valued at $3,831,535. Corporate insiders own 0.08% of the company's stock.

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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