Nordea Investment Management AB Has $291.34 Million Stock Position in PayPal Holdings, Inc. $PYPL

Nordea Investment Management AB boosted its stake in PayPal Holdings, Inc. (NASDAQ:PYPL) by 7.9% in the third quarter, Holdings Channel reports. The firm owned 4,292,583 shares of the credit services provider’s stock after purchasing an additional 313,180 shares during the quarter. Nordea Investment Management AB’s holdings in PayPal were worth $291,338,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of PYPL. Hilltop National Bank acquired a new position in shares of PayPal in the 2nd quarter valued at approximately $27,000. MUFG Securities EMEA plc increased its stake in PayPal by 100.4% in the second quarter. MUFG Securities EMEA plc now owns 385 shares of the credit services provider’s stock valued at $29,000 after acquiring an additional 87,524 shares during the last quarter. True Wealth Design LLC increased its stake in 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 acquiring an additional 388 shares during the last quarter. VSM Wealth Advisory LLC acquired a new position in PayPal during the second quarter valued at approximately $36,000. Finally, Total Investment Management Inc. bought a new stake in PayPal during the second quarter worth $38,000. 68.32% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities analysts have recently issued reports on the company. Compass Point decreased their price target on PayPal from $66.00 to $56.00 and set a “sell” rating on the stock in a research note on Tuesday, December 9th. Dbs Bank decreased their target price on PayPal from $75.00 to $70.00 and set a “hold” rating on the stock in a research report on Thursday, November 13th. Wall Street Zen raised PayPal from a “hold” rating to a “buy” rating in a research note on Saturday. Citigroup reduced their price target on shares of PayPal from $78.00 to $60.00 and set a “neutral” rating on the stock in a research note on Monday, January 5th. Finally, Canaccord Genuity Group lifted their price target on shares of PayPal from $96.00 to $100.00 and gave the company a “buy” rating in a report on Wednesday, October 29th. Twelve equities research analysts have rated the stock with a Buy rating, twenty-five have assigned a Hold rating and four have issued a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $76.81.

PayPal Stock Down 0.6%

Shares of NASDAQ PYPL opened at $57.29 on Tuesday. The company has a 50 day simple moving average of $61.34 and a 200 day simple moving average of $67.25. The company has a debt-to-equity ratio of 0.56, a current ratio of 1.34 and a quick ratio of 1.34. PayPal Holdings, Inc. has a 1 year low of $55.85 and a 1 year high of $93.25. The firm has a market cap of $53.60 billion, a PE ratio of 11.48, a price-to-earnings-growth ratio of 0.72 and a beta of 1.42.

PayPal (NASDAQ:PYPL) last posted its earnings results on Tuesday, October 28th. The credit services provider reported $1.34 earnings per share for the quarter, topping analysts’ consensus estimates of $1.20 by $0.14. The firm had revenue of $8.42 billion for the quarter, compared to analyst estimates of $8.21 billion. PayPal had a net margin of 14.96% and a return on equity of 25.64%. The company’s revenue for the quarter was up 7.3% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.20 EPS. PayPal has set its Q4 2025 guidance at 1.270-1.310 EPS and its FY 2025 guidance at 5.350-5.390 EPS. On average, research analysts forecast that PayPal Holdings, Inc. will post 5.03 EPS for the current year.

PayPal Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, December 10th. Investors of record on Wednesday, November 19th were given a dividend of $0.14 per share. This represents a $0.56 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend was Wednesday, November 19th. PayPal’s dividend payout ratio (DPR) is currently 11.22%.

Insider Buying and Selling

In related news, insider Suzan Kereere sold 12,500 shares of the company’s stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $68.87, for a total value of $860,875.00. Following the sale, the insider directly owned 30,983 shares in the company, valued at $2,133,799.21. This represents a 28.75% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Aaron Webster sold 9,282 shares of the stock in a transaction that occurred on Monday, November 10th. The shares were sold at an average price of $66.29, for a total transaction of $615,303.78. Following the sale, the executive vice president directly owned 35,699 shares of the company’s stock, valued at $2,366,486.71. This represents a 20.64% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 36,156 shares of company stock valued at $2,432,524 in the last quarter. 0.08% of the stock is currently owned by company insiders.

Key Stories Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal deepened its push into agentic commerce with “Copilot Checkout,” embedding AI-driven shopping, branded checkout and payments inside Microsoft’s Copilot — a product tie-up that could lift transaction volumes and monetization if adoption scales. PayPal’s Agentic Commerce Expansion: Will it Boost Top-Line Growth?
• Positive Sentiment: An analyst note highlighted a proposed 10% cap on credit interest as a potential tailwind for fintechs (including PYPL), which could support buy‑now‑pay‑later and lending revenue streams if passed and implemented. XYZ, SOFI, PYPL Rally: Analyst Sees Trump’s 10% Credit Interest Cap Boosting Fintech
• Positive Sentiment: Some analysts and commentators present contrarian trade ideas on PYPL at current levels, framing the stock as a potential “win‑win” or opportunity given its depressed price vs. fundamentals. Could This Be A Win-Win Trade On PayPal Stock?
• Neutral Sentiment: Options flow analysis shows elevated activity around PYPL; the signals are mixed (hedging, directional bets) and don’t yet point conclusively to a sustained directional move. Decoding PayPal Holdings’s Options Activity: What’s the Big Picture?
• Neutral Sentiment: Analysts expect a modest earnings uptick for Q4 (reporting due early February) — this is a near‑term catalyst but consensus growth is modest, so results need to materially beat to reverse current sentiment. Here’s What to Expect From PayPal Holdings’ Next Earnings Report
• Neutral Sentiment: Market‑data reports on short interest showed anomalous zero values in the latest print (likely a data/reporting issue), so short‑interest signals are unreliable at present. (No link available.)
• Negative Sentiment: Negative commentary is piling up: articles argue PYPL missed the 2025 rally and may underperform again in 2026, reinforcing bearish sentiment and pressuring the stock. How PayPal’s stock missed the entire 2025 bull run and will do the same in 2026
• Negative Sentiment: Bearish coverage and commentary argue the share decline has further to run, highlighting a large market‑cap contraction from 2025 highs and ongoing weakness in investor sentiment. PayPal stock price crash has more room to go: here’s why
• Negative Sentiment: Susquehanna trimmed its price target modestly (from $94 to $90) while keeping a Positive rating — a signal that expectations are being lowered, which can add short‑term pressure. Susquehanna Lowers PT on PayPal Holdings (PYPL) 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.