Mediolanum International Funds Ltd Increases Position in PayPal Holdings, Inc. $PYPL

Mediolanum International Funds Ltd increased its stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 67.9% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 148,233 shares of the credit services provider’s stock after purchasing an additional 59,964 shares during the quarter. Mediolanum International Funds Ltd’s holdings in PayPal were worth $10,329,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Norges Bank purchased a new position in PayPal in the second quarter worth $921,570,000. Lazard Asset Management LLC grew its stake in PayPal by 1,066.0% during the 2nd quarter. Lazard Asset Management LLC now owns 2,106,215 shares of the credit services provider’s stock worth $156,532,000 after buying an additional 1,925,583 shares during the last quarter. Arrowstreet Capital Limited Partnership grew its stake in PayPal by 45.0% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 3,569,023 shares of the credit services provider’s stock worth $265,250,000 after buying an additional 1,107,202 shares during the last quarter. Federated Hermes Inc. increased its position in PayPal by 3,552.7% during the 3rd quarter. Federated Hermes Inc. now owns 690,696 shares of the credit services provider’s stock valued at $46,318,000 after buying an additional 671,787 shares in the last quarter. Finally, Primecap Management Co. CA raised its stake in PayPal by 9.5% in the second quarter. Primecap Management Co. CA now owns 6,542,450 shares of the credit services provider’s stock valued at $486,235,000 after buying an additional 568,640 shares during the last quarter. Hedge funds and other institutional investors own 68.32% of the company’s stock.

PayPal Stock Down 0.8%

NASDAQ:PYPL opened at $52.69 on Monday. The company has a debt-to-equity ratio of 0.56, a current ratio of 1.34 and a quick ratio of 1.34. The company’s fifty day moving average price is $59.03 and its 200-day moving average price is $65.40. PayPal Holdings, Inc. has a 1-year low of $52.06 and a 1-year high of $90.40. The firm has a market capitalization of $49.30 billion, a P/E ratio of 10.56, a PEG ratio of 0.66 and a beta of 1.43.

Key Headlines Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Cantor Fitzgerald upgraded PayPal, offering a near-term supportive data point that some investors may view as a counterbalance to recent negative analyst actions. PayPal (NASDAQ:PYPL) Upgraded at Cantor Fitzgerald
• Positive Sentiment: Bullish commentary (The Motley Fool) argues 2026 could be a breakout year for PayPal driven by a large new partnership and product momentum—this is a thematic positive for longer-term investor sentiment. Prediction: 2026 Will Be the Year of PayPal
• Neutral Sentiment: Analysts and previews emphasize that PayPal’s Q4 earnings (Feb. 3) and forward guidance are the next major catalysts — results could swing the stock either way depending on volumes, margins and guidance. Paypal (PYPL) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
• Neutral Sentiment: Coverage highlighting PayPal’s role in shaping the Nasdaq-100 digital commerce narrative underscores strategic importance but is not an immediate price driver. PayPal (NASDAQ:PYPL) Shapes Nasdaq 100 Index Narrative on Digital Commerce
• Neutral Sentiment: Macro and industry discussions (e.g., bitcoin commentary from a former PayPal executive) are interesting context but have limited direct impact on PYPL near-term performance. Bitcoin Could Hit $1.1 Million To $1.5M, Former PayPal President Says
• Negative Sentiment: Rothschild & Co Redburn downgraded PayPal to a Sell/strong-sell stance — a high-profile downgrade that has been cited as a primary driver of the intraday weakness. Rothschild & Co Redburn Downgrades PayPal (NASDAQ:PYPL) to Sell
• Negative Sentiment: Multiple firms have trimmed targets or warned on volumes (HSBC cut its price target; Truist lowered its PT and flagged difficult volume comps), increasing downward pressure on consensus expectations. HSBC Lowers PayPal (NASDAQ:PYPL) Price Target to $72.00
• Negative Sentiment: Analyst-driven sell-side momentum has pushed shares to a new 52-week low and produced several short-term sell calls — accelerating the decline and higher trading volume. PayPal (NASDAQ:PYPL) Hits New 52-Week Low on Analyst Downgrade
• Negative Sentiment: Analysts and commentators note a ~23% three?month slide driven by competition, tariffs and rising expenses; while product initiatives offer hope, near-term operational headwinds are pressuring multiples. PayPal Plunges 23.3% in 3 Months: Time to Buy, Sell or Hold the Stock?

Insider Transactions at PayPal

In related news, insider Suzan Kereere sold 4,162 shares of the firm’s stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $59.84, for a total transaction of $249,054.08. Following the sale, the insider directly owned 30,983 shares of the company’s stock, valued at $1,854,022.72. This trade represents a 11.84% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Aaron Webster sold 9,282 shares of the business’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 value of $615,303.78. Following the completion of the transaction, the executive vice president directly owned 35,699 shares of the company’s stock, valued at $2,366,486.71. The trade was a 20.64% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.08% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on PYPL. KeyCorp restated a “hold” rating on shares of PayPal in a research note on Wednesday, October 22nd. BNP Paribas Exane dropped their target price on shares of PayPal from $71.00 to $69.00 and set a “neutral” rating on the stock in a research report on Tuesday, December 2nd. Weiss Ratings restated a “hold (c)” rating on shares of PayPal in a research note on Thursday, January 22nd. Evercore ISI lowered their price objective on shares of PayPal from $75.00 to $65.00 and set an “in-line” rating for the company in a research note on Monday, December 8th. Finally, Piper Sandler cut their target price on PayPal from $76.00 to $74.00 and set a “neutral” rating on the stock in a research report on Wednesday, January 14th. Twelve analysts have rated the stock with a Buy rating, twenty-four have given a Hold rating and six have assigned a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $73.10.

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.