PayPal Holdings, Inc. $PYPL Shares Purchased by The Manufacturers Life Insurance Company

Key Points

• The Manufacturers Life Insurance Company increased its stake in PayPal Holdings, Inc. by 15.3%, owning approximately 0.36% of the company valued at $226.6 million after acquiring an additional 460,672 shares in the first quarter.
• Several institutional investors, including Tsfg LLC and Gordian Capital Singapore, also boosted their holdings significantly, indicating strong interest from large financial entities in PayPal.
• PayPal reported earnings of $1.40 per share for the last quarter, exceeding analysts' expectations of $1.30, and set guidance for EPS between 1.180-1.220 for Q3 2025.

The Manufacturers Life Insurance Company lifted its position in PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report) by 15.3% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,472,424 shares of the credit services provider's stock after purchasing an additional 460,672 shares during the quarter. The Manufacturers Life Insurance Company owned about 0.36% of PayPal worth $226,577,000 as of its most recent SEC filing.

Several other institutional investors have also recently modified their holdings of the company. Allianz SE lifted its holdings in shares of PayPal by 281.8% in the 1st quarter. Allianz SE now owns 30,338 shares of the credit services provider's stock valued at $1,980,000 after buying an additional 22,392 shares during the period. J. Goldman & Co LP lifted its holdings in shares of PayPal by 11.9% in the 4th quarter. J. Goldman & Co LP now owns 261,322 shares of the credit services provider's stock valued at $22,304,000 after buying an additional 27,812 shares during the period. Nuveen LLC acquired a new position in shares of PayPal in the 1st quarter valued at about $529,264,000. Proffitt & Goodson Inc. acquired a new stake in shares of PayPal during the 1st quarter valued at about $535,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its position in shares of PayPal by 17.1% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 7,634,664 shares of the credit services provider's stock valued at $651,619,000 after acquiring an additional 1,114,858 shares during the period. 68.32% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at PayPal

In other PayPal news, EVP Diego Scotti sold 3,838 shares of the business's stock in a transaction on Thursday, July 31st. The stock was sold at an average price of $69.12, for a total transaction of $265,282.56. Following the sale, the executive vice president directly owned 16,989 shares in the company, valued at approximately $1,174,279.68. The trade was a 18.43% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CAO Chris Natali sold 7,102 shares of the business's stock in a transaction on Thursday, July 31st. The stock was sold at an average price of $69.35, for a total value of $492,523.70. The disclosure for this sale can be found here. Insiders sold 26,898 shares of company stock worth $1,909,636 over the last quarter. Insiders own 0.08% of the company's stock.

PayPal Stock Down 2.3%

Shares of NASDAQ:PYPL traded down $1.60 on Tuesday, hitting $68.59. 4,436,640 shares of the company's stock were exchanged, compared to its average volume of 10,991,033. The firm's 50-day moving average is $72.02 and its 200 day moving average is $69.90. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.33 and a current ratio of 1.33. PayPal Holdings, Inc. has a 1-year low of $55.85 and a 1-year high of $93.66. The company has a market capitalization of $65.53 billion, a PE ratio of 14.66, a P/E/G ratio of 1.08 and a beta of 1.43.

PayPal (NASDAQ:PYPL - Get Free Report) last announced its earnings results on Tuesday, July 29th. The credit services provider reported $1.40 earnings per share for the quarter, topping the consensus estimate of $1.30 by $0.10. PayPal had a net margin of 14.49% and a return on equity of 25.35%. The business had revenue of $8.29 billion during the quarter, compared to the consensus estimate of $8.08 billion. During the same quarter in the prior year, the firm earned $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. Sell-side analysts predict that PayPal Holdings, Inc. will post 5.03 EPS for the current year.

Analyst Ratings Changes

A number of equities research analysts have recently commented on PYPL shares. Canaccord Genuity Group restated a "buy" rating and set a $96.00 target price on shares of PayPal in a research report on Wednesday, July 30th. Citigroup restated a "buy" rating on shares of PayPal in a research report on Tuesday, July 29th. Truist Financial initiated coverage on shares of PayPal in a research report on Monday, June 2nd. They set a "sell" rating and a $68.00 price target on the stock. Wall Street Zen upgraded shares of PayPal from a "hold" rating to a "buy" rating in a research report on Saturday, August 2nd. Finally, Seaport Res Ptn upgraded shares of PayPal from a "strong sell" rating to a "hold" rating in a research report on Monday, July 14th. Seventeen analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and two have issued a Sell rating to the company's stock. Based on data from MarketBeat, the company currently has an average rating of "Hold" and a consensus 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.