Voya Investment Management LLC Sells 15,420 Shares of PayPal Holdings, Inc. $PYPL

22 Dec 2025, 08:18 by Doug Wharley · The Cerbat Gem

Voya Investment Management LLC lowered its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 3.9% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 384,193 shares of the credit services provider’s stock after selling 15,420 shares during the quarter. Voya Investment Management LLC’s holdings in PayPal were worth $25,764,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in PYPL. Hilltop National Bank bought a new position in PayPal during the second quarter worth about $27,000. MUFG Securities EMEA plc increased its position in shares of PayPal by 100.4% in the 2nd quarter. MUFG Securities EMEA plc now owns 385 shares of the credit services provider’s stock valued at $29,000 after buying an additional 87,524 shares in the last quarter. Gordian Capital Singapore Pte Ltd increased its holdings in shares of PayPal by 41.2% in the first quarter. Gordian Capital Singapore Pte Ltd now owns 473 shares of the credit services provider’s stock worth $31,000 after acquiring an additional 138 shares in the last quarter. VSM Wealth Advisory LLC acquired a new stake in PayPal during the 2nd quarter worth approximately $36,000. Finally, Total Investment Management Inc. bought a new position in PayPal in the second quarter valued at approximately $38,000. Institutional investors own 68.32% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages recently commented on PYPL. BNP Paribas Exane dropped their price objective on shares of PayPal from $71.00 to $69.00 and set a “neutral” rating on the stock in a report on Tuesday, December 2nd. Royal Bank Of Canada boosted their price target on PayPal from $88.00 to $91.00 and gave the company an “outperform” rating in a report on Tuesday, October 28th. Keefe, Bruyette & Woods increased their price objective on PayPal from $85.00 to $90.00 and gave the stock an “outperform” rating in a report on Wednesday, October 29th. Argus boosted their target price on PayPal from $81.00 to $87.00 and gave the company a “buy” rating in a research note on Wednesday, October 29th. Finally, Rothschild & Co Redburn upped their price target on PayPal from $66.00 to $70.00 and gave the stock a “neutral” rating in a research report on Tuesday, September 16th. Thirteen investment analysts have rated the stock with a Buy rating, twenty-two have assigned a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat, PayPal currently has an average rating of “Hold” and an average target price of $78.97.

View Our Latest Report on PYPL

PayPal Stock Up 0.6%

Shares of PYPL stock opened at $59.81 on Monday. PayPal Holdings, Inc. has a 52-week low of $55.85 and a 52-week high of $93.25. The stock has a market cap of $55.96 billion, a price-to-earnings ratio of 11.99, a PEG ratio of 0.81 and a beta of 1.43. The firm’s 50-day moving average is $64.57 and its 200-day moving average is $68.75. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.34 and a current ratio of 1.34.

PayPal (NASDAQ:PYPL – Get Free Report) last announced its quarterly 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. PayPal had a return on equity of 25.64% and a net margin of 14.96%.The firm had revenue of $8.42 billion for the quarter, compared to the consensus estimate of $8.21 billion. During the same quarter in the previous year, the business earned $1.20 earnings per share. The business’s revenue was up 7.3% compared to the same quarter last year. PayPal has set its Q4 2025 guidance at 1.270-1.310 EPS and its FY 2025 guidance at 5.350-5.390 EPS. Sell-side analysts predict that PayPal Holdings, Inc. will post 5.03 EPS for the current year.

PayPal Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, December 10th. Shareholders of record on Wednesday, November 19th were issued a $0.14 dividend. This represents a $0.56 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend was Wednesday, November 19th. PayPal’s dividend payout ratio is currently 11.22%.

Insider Activity at PayPal

In other news, CAO Chris Natali sold 1,374 shares of the company’s stock in a transaction that occurred on Thursday, October 30th. The stock was sold at an average price of $69.13, for a total value of $94,984.62. The transaction was disclosed in a 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 stock was sold at an average price of $66.29, for a total value of $615,303.78. Following the sale, the executive vice president directly owned 35,699 shares in the company, valued at $2,366,486.71. This represents a 20.64% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 36,156 shares of company stock valued at $2,432,524. 0.08% of the stock is currently owned by insiders.

PayPal News Roundup

Here are the key news stories impacting PayPal this week:

Positive Sentiment: Company structure and cash flow support continued aggressive buybacks, which can reduce share count and boost EPS — a bullish catalyst for valuation. Read More.
Positive Sentiment: PayPal is expanding PYUSD stablecoin use into on‑chain funding for AI projects (loans for GPUs, data centers), which could open new revenue/financing channels and differentiate its fintech stack. Read More.
Positive Sentiment: Coverage highlights PayPal’s strong free cash flow and margins — fundamentals that underpin buybacks, dividend optionality and valuation support if growth stabilizes. Read More.
Neutral Sentiment: PayPal’s pursuit of an industrial loan company (ILC) / Utah bank charter is being debated as either a strategic upgrade to expand lending/digital‑banking capabilities or a potential distraction; impacts depend on execution and regulatory timing. Read More.
Neutral Sentiment: Analyst and media coverage (Zacks, Globe and Mail, The Motley Fool) is keeping PYPL in focus—some articles highlight investor attention and portfolio inclusion, which can support liquidity but not immediately move fundamentals. Read More.
Negative Sentiment: Multiple analyst downgrades this week (including Morgan Stanley cutting to Underweight and slashing its price target sharply) cite slow progress on branded checkout integrations and persistent Venmo monetization issues — these calls have been a primary driver of near‑term selling pressure. Read More.
Negative Sentiment: Market commentary points to growing Wall Street bearishness after recent cuts, increasing the risk of further multiple compression unless growth or execution data improves. Read More.

PayPal Company Profile

(Free Report)

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.