New York State Teachers Retirement System Sells 13,941 Shares of PayPal Holdings, Inc. $PYPL

New York State Teachers Retirement System lessened its holdings in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 1.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 877,660 shares of the credit services provider’s stock after selling 13,941 shares during the quarter. New York State Teachers Retirement System owned approximately 0.09% of PayPal worth $51,238,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently bought and sold shares of the company. Maia Wealth LLC grew its stake in shares of PayPal by 2.5% during the 3rd quarter. Maia Wealth LLC now owns 6,404 shares of the credit services provider’s stock valued at $424,000 after acquiring an additional 155 shares during the period. Transatlantique Private Wealth LLC increased its stake in shares of PayPal by 2.9% in the third quarter. Transatlantique Private Wealth LLC now owns 5,698 shares of the credit services provider’s stock worth $382,000 after purchasing an additional 159 shares in the last quarter. Martin & Co. Inc. TN increased its stake in shares of PayPal by 0.3% in the third quarter. Martin & Co. Inc. TN now owns 56,934 shares of the credit services provider’s stock worth $3,818,000 after purchasing an additional 175 shares in the last quarter. Harrell Investment Partners LLC lifted its holdings in shares of PayPal by 2.0% in the third quarter. Harrell Investment Partners LLC now owns 9,185 shares of the credit services provider’s stock worth $616,000 after buying an additional 184 shares in the last quarter. Finally, RWA Wealth Partners LLC lifted its holdings in shares of PayPal by 0.7% in the third quarter. RWA Wealth Partners LLC now owns 25,043 shares of the credit services provider’s stock worth $1,679,000 after buying an additional 184 shares in the last quarter. 68.32% of the stock is owned by institutional investors.

Trending Headlines about PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal announced a strategic reorganization into three operating units (Checkout & PayPal; Consumer Financial Services & Venmo; Payment Services & Crypto) and management changes intended to sharpen execution and make high‑growth assets easier to value or monetize. PayPal Announces Strategic Reorganization to Accelerate Growth
• Positive Sentiment: PayPal is making Venmo a standalone business unit with new leadership — a move investors view as unlocking optionality (spinoff/sale or clearer valuation of Venmo’s high‑growth profile). PayPal makes Venmo a separate unit as CEO Lores looks to boost growth
• Positive Sentiment: PayPal shows up in tokenization deals — partnerships (via Ondo Finance) to offer tokenized U.S. stocks/ETFs and regulated on‑chain securities widen PayPal’s institutional crypto footprint and product optionality. This supports revenue diversification if adoption scales. Wall Street Backing Fuels Ondo Finance Tokenization Across Global Markets
• Positive Sentiment: Coverage notes PayPal is consolidating crypto and payments capabilities (PYUSD, Braintree, crypto services) into clearer reporting lines — a structural push that could help monetize stablecoin and crypto services. Pension Funds, PayPal, and Policy: How 2026 Is Redrawing the Crypto Market Map
• Neutral Sentiment: Investors are focused on PayPal’s Q1 2026 earnings release (May 5). Execution, revenue growth and margin commentary will likely drive short‑term moves more than strategic headlines. PayPal Will Report Q1 Earnings on May 5 — Will a New CEO Save PYPL Stock?
• Neutral Sentiment: Wall Street still rates PYPL largely as a “Hold”; Bank of America recently raised its target while consensus price targets sit below prior highs — analyst views create mixed near‑term expectations. Are Wall Street Analysts Predicting PayPal Holdings Stock Will Climb or Sink?
• Negative Sentiment: Insider selling: CFO Frank Keller (10,732 shares) and CAO Chris Natali (1,337 shares) executed Rule 10b5‑1 sales late April. While pre‑arranged, these disclosures can add short‑term selling pressure and raise governance questions for some investors. PayPal (NASDAQ:PYPL) Insider Selling

Insider Buying and Selling at PayPal

In other PayPal news, CAO Chris Natali sold 1,337 shares of the stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $49.46, for a total value of $66,128.02. Following the completion of the sale, the chief accounting officer directly owned 1,586 shares in the company, valued at approximately $78,443.56. This trade represents a 45.74% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Frank Keller sold 10,732 shares of the business’s stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $49.96, for a total value of $536,170.72. Following the sale, the insider 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 sold a total of 99,677 shares of company stock worth $4,433,834 over the last three months. Corporate insiders own 0.63% of the company’s stock.

PayPal Stock Performance

Shares of PYPL stock opened at $50.44 on Friday. The company’s 50 day moving average is $46.63 and its 200 day moving average is $54.63. The company has a quick ratio of 1.29, a current ratio of 1.29 and a debt-to-equity ratio of 0.49. The firm has a market cap of $45.38 billion, a price-to-earnings ratio of 9.32, a PEG ratio of 1.44 and a beta of 1.39. PayPal Holdings, Inc. has a 52-week low of $38.46 and a 52-week high of $79.50.

PayPal (NASDAQ:PYPL) last released its quarterly earnings results on Tuesday, February 3rd. The credit services provider reported $1.23 EPS for the quarter, missing the consensus estimate of $1.29 by ($0.06). The company had revenue of $8.68 billion during the quarter, compared to the consensus estimate of $8.82 billion. PayPal had a return on equity of 25.42% and a net margin of 15.77%.The company’s revenue was up 4.0% on a year-over-year basis. During the same period in the previous year, the firm posted $1.19 earnings per share. On average, sell-side analysts anticipate that PayPal Holdings, Inc. will post 5.31 EPS for the current fiscal year.

PayPal Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, March 25th. Investors of record on Wednesday, March 4th were paid a dividend of $0.14 per share. This represents a $0.56 annualized dividend and a dividend yield of 1.1%. The ex-dividend date was Wednesday, March 4th. PayPal’s payout ratio is 10.35%.

Analyst Upgrades and Downgrades

A number of analysts have issued reports on PYPL shares. Truist Financial lifted their price target on shares of PayPal from $39.00 to $45.00 and gave the company a “sell” rating in a report on Friday, April 24th. Argus lowered their price objective on PayPal from $87.00 to $65.00 and set a “buy” rating for the company in a research note on Friday, February 6th. Wolfe Research reissued a “sell” rating on shares of PayPal in a research report on Monday, February 23rd. Sanford C. Bernstein restated a “market perform” rating on shares of PayPal in a report on Tuesday, February 24th. Finally, BMO Capital Markets started coverage on PayPal in a research report on Tuesday, April 21st. They issued a “market perform” rating and a $52.00 price target for the company. Seven research analysts have rated the stock with a Buy rating, thirty-three have given a Hold rating and five have given a Sell rating to the stock. According to data from MarketBeat, PayPal currently has a consensus rating of “Hold” and a consensus target price of $56.55.

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.