Lombard Odier Asset Management Europe Ltd Sells 5,885,898 Shares of PayPal Holdings, Inc. $PYPL

Lombard Odier Asset Management Europe Ltd reduced its holdings in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 99.1% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 55,000 shares of the credit services provider’s stock after selling 5,885,898 shares during the quarter. Lombard Odier Asset Management Europe Ltd’s holdings in PayPal were worth $3,211,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. lifted its stake in shares of PayPal by 6.5% during the 4th 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 in the last quarter. Rule One Partners LLC purchased a new stake in shares of PayPal during the 4th quarter valued at approximately $2,043,000. NEOS Investment Management LLC lifted its stake in shares of PayPal by 47.8% during the 3rd quarter. NEOS Investment Management LLC now owns 411,262 shares of the credit services provider’s stock valued at $27,579,000 after buying an additional 132,942 shares in the last quarter. Kovitz Investment Group Partners LLC lifted its stake in shares of PayPal by 21.1% during the 3rd quarter. Kovitz Investment Group Partners LLC now owns 463,701 shares of the credit services provider’s stock valued at $31,096,000 after buying an additional 80,744 shares in the last quarter. Finally, Capital Research Global Investors lifted its stake in shares of PayPal by 2.3% during the 3rd quarter. Capital Research Global Investors now owns 27,953,803 shares of the credit services provider’s stock valued at $1,874,637,000 after buying an additional 636,441 shares in the last quarter. 68.32% of the stock is currently owned by hedge funds and other institutional investors.

PayPal Price Performance

Shares of NASDAQ:PYPL opened at $43.65 on Wednesday. The company’s fifty day moving average price is $45.76 and its 200-day moving average price is $49.59. The firm has a market capitalization of $38.50 billion, a price-to-earnings ratio of 8.19, a PEG ratio of 1.06 and a beta of 1.34. PayPal Holdings, Inc. has a one year low of $38.46 and a one year high of $79.50. The company has a debt-to-equity ratio of 0.47, a current ratio of 1.26 and a quick ratio of 1.26.

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

PayPal Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 25th. Stockholders of record on Thursday, June 4th will be issued a $0.14 dividend. 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 1.3%. PayPal’s dividend payout ratio is presently 10.51%.

Insider Transactions at PayPal

In other news, CAO Chris Natali sold 1,337 shares of the stock in a transaction on Wednesday, April 29th. The shares were sold at an average price of $49.46, for a total value of $66,128.02. Following the transaction, the chief accounting officer owned 1,586 shares of the company’s stock, valued at $78,443.56. This represents a 45.74% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Frank Keller sold 10,732 shares of the stock in a transaction on Wednesday, April 29th. The stock was sold at an average price of $49.96, for a total transaction of $536,170.72. Following the completion of the transaction, the insider directly owned 41,567 shares in the company, valued at $2,076,687.32. The trade was a 20.52% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 20,612 shares of company stock valued at $966,623 in the last quarter. Insiders own 0.63% of the company’s stock.

More PayPal News

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal shares have been buoyed by renewed interest after Michael Burry reportedly added to his position, which some traders see as a sign the stock may be undervalued. PYPL Stock Climbs Overnight: Michael Burry Adds To PayPal Bet, Says ‘The Body Has Yet To Show’
• Positive Sentiment: Recent coverage continues to highlight PayPal’s low valuation, with the stock trading at less than 8x earnings, reinforcing the case for a potential value rebound if fundamentals stabilize. PayPal Trades at Less Than 8X Earnings. Is This a Bargain or a Value Trap?
• Positive Sentiment: Venmo continues to gain utility, with The Knot Worldwide integrating Venmo as a payment option for wedding registry gifting, showing PayPal’s consumer payments ecosystem still has traction. The Knot Worldwide Announces Integration with Venmo to Deliver Seamless Gifting Experiences for Couples and Guests
• Neutral Sentiment: Market commentary says PayPal remains deeply oversold after a sharp 2026 sell-off, which may attract bargain hunters but also reflects lingering caution. PayPal Stock Is Deeply Oversold in 2026. How to Play PYPL Here.
• Neutral Sentiment: Analysts and comparison pieces still frame PayPal against stronger peers like Visa, suggesting investors remain focused on whether PYPL can regain growth momentum. Visa vs. PayPal: Which Payments Stock Wins the Upside Race?
• Negative Sentiment: Coverage from Fortune that PayPal is winding down its venture arm as part of a restructuring under the new CEO reinforces the idea that management is still cleaning up the portfolio rather than delivering a clear growth acceleration. Exclusive: PayPal winds down venture arm as fintech giant restructures under new CEO

Analysts Set New Price Targets

A number of analysts recently commented on the stock. Raymond James Financial restated a “market perform” rating on shares of PayPal in a research note on Monday, February 23rd. Royal Bank Of Canada reiterated an “outperform” rating and issued a $59.00 target price on shares of PayPal in a research note on Wednesday, May 6th. Daiwa Securities Group upgraded shares of PayPal from a “hold” rating to an “outperform” rating in a research note on Wednesday, May 6th. Loop Capital started coverage on shares of PayPal in a research note on Tuesday, March 31st. They issued a “hold” rating and a $46.00 target price on the stock. Finally, Wolfe Research reiterated a “sell” rating on shares of PayPal in a research note on Monday, February 23rd. Eight research analysts have rated the stock with a Buy rating, thirty-two have assigned a Hold rating and five have issued a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $55.85.

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.