Vanguard Group Inc. Buys 5,534,462 Shares of PayPal Holdings, Inc. $PYPL

Vanguard Group Inc. increased its stake in PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report) by 6.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 90,376,927 shares of the credit services provider's stock after purchasing an additional 5,534,462 shares during the period. Vanguard Group Inc. owned approximately 9.66% of PayPal worth $5,276,205,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. National Pension Service grew its position in PayPal by 1.8% during the third quarter. National Pension Service now owns 2,855,897 shares of the credit services provider's stock valued at $191,516,000 after acquiring an additional 51,268 shares during the last quarter. Merit Financial Group LLC grew its position in PayPal by 15.5% during the third quarter. Merit Financial Group LLC now owns 164,901 shares of the credit services provider's stock valued at $11,058,000 after acquiring an additional 22,139 shares during the last quarter. Nordea Investment Management AB grew its position in PayPal by 7.9% during the third quarter. Nordea Investment Management AB now owns 4,292,583 shares of the credit services provider's stock valued at $291,338,000 after acquiring an additional 313,180 shares during the last quarter. Rakuten Investment Management Inc. bought a new position in PayPal during the third quarter valued at approximately $13,210,000. Finally, Ariose Capital Management Ltd grew its position in PayPal by 347.0% during the third quarter. Ariose Capital Management Ltd now owns 193,100 shares of the credit services provider's stock valued at $12,949,000 after acquiring an additional 149,898 shares during the last quarter. 68.32% of the stock is currently owned by institutional investors.

PayPal Stock Performance

Shares of PYPL stock opened at $49.77 on Tuesday. The stock has a fifty day moving average of $46.09 and a 200 day moving average of $54.83. PayPal Holdings, Inc. has a 52 week low of $38.46 and a 52 week high of $79.50. The firm has a market capitalization of $44.78 billion, a price-to-earnings ratio of 9.20, a PEG ratio of 1.45 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 (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). PayPal had a return on equity of 25.42% and a net margin of 15.77%.The business had revenue of $8.68 billion during the quarter, compared to analysts' expectations of $8.82 billion. During the same period in the previous year, the business earned $1.19 EPS. The business's revenue was up 4.0% compared to the same quarter last year. As a group, research analysts expect that PayPal Holdings, Inc. will post 5.32 earnings per share for the current year.

PayPal Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, March 25th. Investors of record on Wednesday, March 4th were paid a $0.14 dividend. The ex-dividend date of this dividend was Wednesday, March 4th. This represents a $0.56 dividend on an annualized basis and a yield of 1.1%. PayPal's dividend payout ratio (DPR) is presently 10.35%.

Analyst Upgrades and Downgrades

A number of brokerages have commented on PYPL. Stephens reduced their price target on shares of PayPal from $65.00 to $45.00 and set an "equal weight" rating on the stock in a research report on Wednesday, February 4th. Citigroup raised their target price on shares of PayPal from $42.00 to $48.00 and gave the stock a "neutral" rating in a report on Wednesday, April 8th. Morgan Stanley cut their target price on shares of PayPal from $50.00 to $34.00 and set an "underweight" rating on the stock in a report on Wednesday, February 4th. Wells Fargo & Company cut their target price on shares of PayPal from $67.00 to $48.00 and set an "equal weight" rating on the stock in a report on Wednesday, February 4th. Finally, Argus cut their target price on shares of PayPal from $87.00 to $65.00 and set a "buy" rating on the stock in a report on Friday, February 6th. Seven research analysts have rated the stock with a Buy rating, thirty-three have issued a Hold rating and five have given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of "Hold" and a consensus price target of $56.55.

PayPal News Roundup

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal launched "PayPal Ads ID," a deterministic advertising identifier that uses verified PayPal and Venmo account and purchase data to improve audience targeting and measurement — a direct move into ad identity and measurement that could create a new, higher-margin revenue stream and improve merchant ROI on ad spend. This is the primary bullish catalyst investors are citing today. PayPal Ads ID Debut Raises New Questions For Valuation And Earnings Outlook
• Positive Sentiment: PayPal’s Ads ID rollout is being echoed across industry outlets and PR, reinforcing product credibility and early partner interest — this raises investor expectations for advertising partnerships and potential license/measurement revenue over time. PayPal Brings New Commerce-Grade Identity Solution to Advertising Industry
• Neutral Sentiment: Coverage and analyst pieces note PYPL has fallen ~31% over six months; some analysts frame the decline as a buying opportunity given AI-commerce initiatives, Venmo expansion and PYUSD rollout — this context tempers reactions: optimism on new initiatives but recognition of recent underperformance. PYPL Shares Slide 31.4% in 6 Months: Should You Buy the Dip or Sell?
• Negative Sentiment: A proposed bill (H.R. 8395, the Payments Access and Consumer Efficiency Act) would impose registration, reserve and capital-like requirements and stronger oversight on payment providers — if enacted, this could raise compliance costs, capital needs and constrain product flexibility for nonbank payments firms including PayPal. Investors should watch legislative progress for potential regulatory headwinds. New Bill: Representative Young Kim introduces H.R. 8395: Payments Access and Consumer Efficiency Act of 2026
• Negative Sentiment: While partnerships such as the NFL peer‑to‑peer deal increase distribution for Venmo, investors remain focused on near-term monetization and how quickly new products (Ads ID, Venmo features, PYUSD) convert into meaningful revenue uplift — uncertainty about timing can keep downward pressure on the stock despite strategic positives. Is PayPal’s New NFL Peer‑to‑Peer Deal Reshaping The Investment Case For PayPal Holdings (PYPL)?

Insider Buying and Selling

In other PayPal news, CAO Chris Natali sold 2,208 shares of the firm's stock in a transaction 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 completion of the transaction, the chief accounting officer owned 1,140 shares of the company's stock, valued at approximately $50,992.20. This trade represents a 65.95% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Frank Keller sold 29,581 shares of the firm's stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $46.02, for a total value of $1,361,317.62. Following the transaction, the executive vice president directly owned 51,567 shares of the company's stock, valued at $2,373,113.34. This represents a 36.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 87,608 shares of company stock valued at $3,831,535 over the last quarter. 0.63% of the stock is owned by company insiders.

PayPal 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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