Capital Research Global Investors Has $1.58 Billion Stock Position in PayPal Holdings, Inc. $PYPL

Capital Research Global Investors trimmed its holdings in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 2.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 27,131,594 shares of the credit services provider’s stock after selling 822,209 shares during the period. Capital Research Global Investors’ holdings in PayPal were worth $1,583,955,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently bought and sold shares of the business. Vanguard Group Inc. raised its position in PayPal by 6.5% during the fourth quarter. Vanguard Group Inc. now owns 90,376,927 shares of the credit services provider’s stock valued at $5,276,205,000 after buying an additional 5,534,462 shares during the period. Norges Bank acquired a new position in PayPal in the 4th quarter worth about $949,758,000. Invesco Ltd. increased its position in PayPal by 10.9% in the 3rd quarter. Invesco Ltd. now owns 11,131,949 shares of the credit services provider’s stock worth $746,508,000 after purchasing an additional 1,093,365 shares during the last quarter. Amundi increased its position in PayPal by 1.6% in the 3rd quarter. Amundi now owns 8,493,311 shares of the credit services provider’s stock worth $605,488,000 after purchasing an additional 132,837 shares during the last quarter. Finally, Dimensional Fund Advisors LP increased its position in PayPal by 35.9% in the 3rd quarter. Dimensional Fund Advisors LP now owns 8,177,536 shares of the credit services provider’s stock worth $548,520,000 after purchasing an additional 2,160,227 shares during the last quarter. 68.32% of the stock is owned by institutional investors and hedge funds.

PayPal News Roundup

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal is expanding into AI-powered “agentic commerce” through a partnership with Hey Savi, a move that could support long-term payment volume growth and keep PayPal relevant in online shopping. PayPal (PYPL) and Hey Savi Make Online Shopping a One‑Click Zero‑Effort Dream
• Neutral Sentiment: PayPal’s conference presentation and ongoing analyst debate around fair value suggest the company remains a closely watched name, but these items do not point to a clear new catalyst by themselves. PayPal Holdings, Inc. (PYPL) Presents at 2026 Evercore Global TMT Conference Transcript How The PayPal Holdings (PYPL) Story Is Shifting As Analysts Rework Expectations And Valuation
• Negative Sentiment: Multiple PayPal insiders sold shares this week, including CAO Chris Natali and executives Frank Keller and Suzan Kereere. Although the trades were pre-arranged, insider selling can still weigh on investor sentiment. Chris Natali Sells 552 Shares of PayPal (NASDAQ:PYPL) Stock
• Negative Sentiment: Recent market coverage says PayPal has lagged peers and remains below key technical levels, reinforcing concerns that investors are still waiting for a stronger growth reacceleration. PayPal Holdings Inc. stock underperforms Friday when compared to competitors
• Negative Sentiment: Additional reports highlighted post-earnings weakness and ongoing concerns about margins, leadership changes, and regulatory/reputational risks tied to PayPal’s global payments business. Paypal (PYPL) Down 7.9% Since Last Earnings Report: Can It Rebound? PayPal (PYPL) Locks Kenyans Out of Their Accounts Over Money Laundering Fears

Insider Activity

In other news, CAO Chris Natali sold 1,337 shares of the stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $49.46, for a total transaction of $66,128.02. Following the transaction, the chief accounting officer owned 1,586 shares of the company’s stock, valued at approximately $78,443.56. This represents a 45.74% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Suzan Kereere sold 3,379 shares of the stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $42.79, for a total value of $144,587.41. Following the transaction, the insider directly owned 30,983 shares in the company, valued at approximately $1,325,762.57. This represents a 9.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 20,612 shares of company stock valued at $966,623. Insiders own 0.63% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on PYPL shares. Mizuho reaffirmed a “neutral” rating and issued a $50.00 target price (down from $60.00) on shares of PayPal in a research report on Thursday, April 16th. Raymond James Financial reaffirmed a “market perform” rating on shares of PayPal in a research report on Monday, February 23rd. Needham & Company LLC reaffirmed a “hold” rating on shares of PayPal in a research report on Tuesday, May 5th. Canaccord Genuity Group reaffirmed a “hold” rating and issued a $42.00 target price on shares of PayPal in a research report on Wednesday, May 20th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $59.00 target price on shares of PayPal in a research report on Wednesday, May 6th. Eight investment analysts have rated the stock with a Buy rating, thirty-two have issued a Hold rating and five have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $55.85.

PayPal Stock Performance

Shares of NASDAQ PYPL opened at $41.29 on Friday. The company has a debt-to-equity ratio of 0.47, a quick ratio of 1.26 and a current ratio of 1.26. The firm has a market cap of $36.42 billion, a price-to-earnings ratio of 7.75, a P/E/G ratio of 1.03 and a beta of 1.34. The business’s 50-day simple moving average is $46.20 and its 200-day simple moving average is $50.59. PayPal Holdings, Inc. has a 52 week low of $38.46 and a 52 week high of $79.50.

PayPal (NASDAQ:PYPL) last issued its quarterly earnings data on Tuesday, May 5th. The credit services provider reported $1.34 EPS for the quarter, beating analysts’ consensus estimates of $1.27 by $0.07. The business had revenue of $8.35 billion for the quarter, compared to analyst estimates of $8.05 billion. PayPal had a return on equity of 25.02% and a net margin of 15.00%.The firm’s revenue for the quarter was up 7.2% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.33 EPS. As a group, equities research analysts expect that PayPal Holdings, Inc. will post 5.3 earnings per share for the current fiscal year.

PayPal Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 25th. Stockholders of record on Thursday, June 4th will be issued a dividend of $0.14 per share. The ex-dividend date of this dividend is Thursday, June 4th. This represents a $0.56 dividend on an annualized basis and a dividend yield of 1.4%. PayPal’s dividend payout ratio is currently 10.51%.

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.