PayPal Holdings, Inc. $PYPL Shares Bought by Rakuten Investment Management Inc.

05 Nov 2026, 05:55 by Scott Moore · The Cerbat Gem

Rakuten Investment Management Inc. grew its holdings in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 7.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 226,620 shares of the credit services provider’s stock after acquiring an additional 15,668 shares during the period. Rakuten Investment Management Inc.’s holdings in PayPal were worth $12,213,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the stock. BlackRock Inc. bought a new position in shares of PayPal during the 2nd quarter valued at about $3,236,989,000. Bank of America Corp DE grew its position in shares of PayPal by 67.9% during the first quarter. Bank of America Corp DE now owns 25,614,720 shares of the credit services provider’s stock valued at $1,158,554,000 after purchasing an additional 10,356,256 shares in the last quarter. Amundi increased its holdings in shares of PayPal by 227.6% in the first quarter. Amundi now owns 13,804,208 shares of the credit services provider’s stock worth $624,364,000 after purchasing an additional 9,590,488 shares during the last quarter. Primecap Management Co. CA bought a new stake in shares of PayPal in the second quarter worth about $422,092,000. Finally, Corient Private Wealth LP purchased a new stake in shares of PayPal in the second quarter worth about $20,758,000. Institutional investors own 68.32% of the company’s stock.

PayPal News Summary

Here are the key news stories impacting PayPal this week:

Positive Sentiment: PayPal shares moved higher alongside other fintech stocks as investors reacted to Block’s earnings beat and raised outlook. The article frames the move as sector-wide momentum rather than a PayPal-specific catalyst. Block Surges 16% on Earnings Beat and Raised Outlook; SoFi and PayPal Advance 4%
Positive Sentiment: PayPal and Venmo expanded their payout partnership with LianLian Global, broadening access for creators, marketplaces and contractors across 96 markets. The added reach could support cross-border use of PayPal’s wallets. How Investors Are Reacting To PayPal (PYPL) LianLian Payout Partnership
Neutral Sentiment: Payments software provider Justt introduced PayPal Alerts, which gives merchants pre-chargeback warnings. The feature may help merchants manage disputes, but it is a third-party product announcement, not a PayPal launch. Justt Launches ‘Flows,’ Its New Chargeback Automation Engine
Negative Sentiment: Freedom Broker downgraded PayPal to Hold from Buy and cut its price target to $63 from $72, citing a lack of reacceleration in branded checkout. This underscores concerns that PayPal’s core checkout business is struggling to regain momentum. Freedom Broker cuts PayPal to Hold as branded checkout stalls

PayPal Stock Performance

PYPL stock opened at $60.20 on Thursday. The business has a 50-day moving average price of $55.20 and a 200 day moving average price of $50.07. The company has a debt-to-equity ratio of 0.56, a current ratio of 1.26 and a quick ratio of 1.26. The company has a market capitalization of $50.01 billion, a P/E ratio of 11.49, a PEG ratio of 1.20 and a beta of 1.33. PayPal Holdings, Inc. has a 1-year low of $38.46 and a 1-year high of $68.21.

PayPal (NASDAQ:PYPL – Get Free Report) last announced its quarterly earnings results on Tuesday, October 27th. The credit services provider reported $1.45 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.31 by $0.14. PayPal had a return on equity of 24.39% and a net margin of 13.78%. The business had revenue of $8.58 billion for the quarter, compared to the consensus estimate of $8.71 billion. During the same period last year, the business posted $1.34 EPS. The business’s revenue was up 2.0% compared to the same quarter last year. As a group, equities research analysts forecast that PayPal Holdings, Inc. will post 5.59 EPS for the current fiscal year.

PayPal Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 24th. Stockholders of record on Friday, December 4th will be given a $0.14 dividend. The ex-dividend date of this dividend is Friday, December 4th. This represents a $0.56 dividend on an annualized basis and a dividend yield of 0.9%. PayPal’s payout ratio is presently 10.69%.

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on the stock. Weiss Ratings cut shares of PayPal from a “hold (c)” rating to a “sell (d+)” rating in a research note on Wednesday, October 28th. Mizuho set a $51.00 target price on shares of PayPal in a research report on Friday, August 28th. Argus set a $70.00 price target on shares of PayPal in a report on Wednesday, July 29th. Clear Str raised shares of PayPal to a “hold” rating in a report on Thursday, July 16th. Finally, Telsey Advisory Group lowered PayPal to a “market perform” rating in a research report on Friday, July 24th. Eight investment analysts have rated the stock with a Buy rating, thirty-one have given a Hold rating and six have assigned a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $55.94.

Read Our Latest Report on PYPL

Insider Activity at PayPal

In other PayPal news, insider Frank Keller sold 732 shares of the firm’s stock in a transaction that occurred on Wednesday, October 28th. The shares were sold at an average price of $55.37, for a total value of $40,530.84. Following the completion of the sale, the insider directly owned 41,567 shares in the company, valued at $2,301,564.79. This trade represents a 1.73% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Chris Natali sold 552 shares of the company’s stock in a transaction on Thursday, September 3rd. The stock was sold at an average price of $54.80, for a total value of $30,249.60. Following the transaction, the chief accounting officer directly owned 2,400 shares in the company, valued at approximately $131,520. The trade was a 18.70% decrease in their ownership of the stock. 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. Insiders sold 13,437 shares of company stock valued at $768,417 over the last 90 days. Insiders own 0.63% of the company’s stock.

PayPal Profile

(Free Report)

PayPal Holdings, Inc operates a global digital payments platform that enables consumers and businesses to send, receive, and manage money online and through mobile devices. Its services support online checkout, peer-to-peer payments, money transfers, payment processing, invoicing, and other commerce-related transactions.

The company’s portfolio includes the PayPal and Venmo brands, Braintree’s payment processing technology, and Xoom’s international money transfer service. PayPal also offers merchant tools, digital wallets, payment solutions, and consumer financing products through its platform and related services.

PayPal traces its origins to 1998 and became an independent publicly traded company after separating from eBay in 2015.