Resona Asset Management Co. Ltd. Reduces Stock Holdings in PayPal Holdings, Inc. $PYPL

Resona Asset Management Co. Ltd. cut its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 6.1% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 302,229 shares of the credit services provider’s stock after selling 19,590 shares during the period. Resona Asset Management Co. Ltd.’s holdings in PayPal were worth $20,401,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of the company. Norges Bank purchased a new position in PayPal in the second quarter worth approximately $921,570,000. Artisan Partners Limited Partnership lifted its stake in shares of PayPal by 1.6% in the 2nd quarter. Artisan Partners Limited Partnership now owns 11,992,031 shares of the credit services provider’s stock valued at $891,248,000 after purchasing an additional 184,014 shares during the last quarter. Invesco Ltd. lifted its stake in shares of PayPal by 5.5% in the 2nd quarter. Invesco Ltd. now owns 10,038,584 shares of the credit services provider’s stock valued at $746,068,000 after purchasing an additional 522,514 shares during the last quarter. Primecap Management Co. CA grew its holdings in shares of PayPal by 9.5% during the 2nd quarter. Primecap Management Co. CA now owns 6,542,450 shares of the credit services provider’s stock worth $486,235,000 after purchasing an additional 568,640 shares during the period. Finally, Loomis Sayles & Co. L P increased its position in shares of PayPal by 1.6% during the 2nd quarter. Loomis Sayles & Co. L P now owns 6,522,748 shares of the credit services provider’s stock worth $484,771,000 after purchasing an additional 103,718 shares during the last quarter. 68.32% of the stock is currently owned by institutional investors and hedge funds.

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 shares were sold at an average price of $68.87, for a total transaction of $860,875.00. Following the sale, the insider directly owned 30,983 shares in the company, valued at approximately $2,133,799.21. This represents a 28.75% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Aaron Webster sold 9,282 shares of the firm’s 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 completion of the sale, the executive vice president directly owned 35,699 shares in the company, valued at approximately $2,366,486.71. This trade represents a 20.64% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 36,156 shares of company stock valued at $2,432,524. Corporate insiders own 0.08% of the company’s stock.

PayPal Stock Performance

Shares of PYPL stock opened at $56.62 on Friday. The firm has a 50 day moving average of $59.62 and a two-hundred day moving average of $66.12. The stock has a market capitalization of $52.98 billion, a PE ratio of 11.35, a P/E/G ratio of 0.70 and a beta of 1.42. The company has a quick ratio of 1.34, a current ratio of 1.34 and a debt-to-equity ratio of 0.56. PayPal Holdings, Inc. has a 52 week low of $55.01 and a 52 week high of $90.93.

PayPal (NASDAQ:PYPL) last announced its quarterly earnings data on Tuesday, October 28th. The credit services provider reported $1.34 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.20 by $0.14. The business had revenue of $8.42 billion for the quarter, compared to analysts’ expectations of $8.21 billion. PayPal had a return on equity of 25.64% and a net margin of 14.96%.The company’s revenue for the quarter was up 7.3% compared to the same quarter last year. During the same period last year, the firm earned $1.20 earnings per share. 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 predict that PayPal Holdings, Inc. will post 5.03 EPS for the current fiscal year.

PayPal Dividend Announcement

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

Analyst Ratings Changes

PYPL has been the topic of a number of recent analyst reports. Deutsche Bank Aktiengesellschaft decreased their target price on shares of PayPal from $75.00 to $65.00 and set a “hold” rating on the stock in a research report on Friday, December 5th. Weiss Ratings restated a “hold (c)” rating on shares of PayPal in a report on Thursday. KGI Securities dropped their target price on shares of PayPal from $85.00 to $80.00 in a report on Monday, November 10th. Compass Point decreased their price target on PayPal from $56.00 to $55.00 and set a “sell” rating on the stock in a research note on Tuesday, January 13th. Finally, Mizuho lowered their price target on PayPal from $84.00 to $75.00 and set an “outperform” rating for the company in a research report on Monday, December 22nd. Twelve research analysts have rated the stock with a Buy rating, twenty-four have issued a Hold rating and four have assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $75.84.

PayPal News Summary

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal agreed to acquire Cymbio to accelerate agentic commerce and multichannel AI-driven selling for merchants — a clear strategic move to deepen merchant-facing AI capabilities. Article Title
• Positive Sentiment: Coverage and trade reaction note the Cymbio deal and related AI-commerce angle as a growth catalyst that could help monetize AI shopping integrations. Article Title
• Positive Sentiment: PayPal is reported to have partnered with OpenAI and applied to become a bank — moves that, if approved and executed well, expand product reach (AI experiences and deposit/credit capability). Article Title
• Neutral Sentiment: Investor attention is elevated (Zacks highlights PYPL among most-searched stocks), which can amplify moves in either direction as news flow continues. Article Title
• Neutral Sentiment: Commentary pieces note PayPal’s stablecoin and broader strategy could allow survival without dominance in every area—useful context but not an immediate catalyst. Article Title
• Negative Sentiment: Morgan Stanley reiterated a Sell rating and $51 price target, arguing AI and agentic commerce efforts won’t fully offset structural headwinds — a direct bearish analyst signal. Article Title
• Negative Sentiment: Opinion/downgrade pieces question whether PayPal can recover its former growth trajectory, framing the stock as potentially a value trap despite low valuation metrics. Article Title
• Negative Sentiment: Technical and price-action stories note PYPL has lost key support levels and has declined sharply over the past year — fueling momentum selling and caution among investors. Article Title

About PayPal

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.