Kornitzer Capital Management Inc. KS Has $15.20 Million Stock Position in PayPal Holdings, Inc. $PYPL

Kornitzer Capital Management Inc. KS reduced its position in PayPal Holdings, Inc. (NASDAQ:PYPL) by 5.4% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 260,383 shares of the credit services provider’s stock after selling 14,743 shares during the period. Kornitzer Capital Management Inc. KS’s holdings in PayPal were worth $15,201,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in PYPL. Vanguard Group Inc. increased its stake in shares of PayPal by 6.5% in the 4th quarter. Vanguard Group Inc. now owns 90,376,927 shares of the credit services provider’s stock valued at $5,276,205,000 after buying an additional 5,534,462 shares during the period. Dimensional Fund Advisors LP increased its stake in shares of PayPal by 35.9% in the 3rd quarter. Dimensional Fund Advisors LP now owns 8,177,536 shares of the credit services provider’s stock valued at $548,520,000 after buying an additional 2,160,227 shares during the period. Two Sigma Investments LP acquired a new stake in shares of PayPal in the 3rd quarter valued at $97,794,000. Invesco Ltd. increased its stake in shares of PayPal by 10.9% in the 3rd quarter. Invesco Ltd. now owns 11,131,949 shares of the credit services provider’s stock valued at $746,508,000 after buying an additional 1,093,365 shares during the period. Finally, PFA Pension Forsikringsaktieselskab acquired a new stake in shares of PayPal in the 4th quarter valued at $51,680,000. 68.32% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on PYPL shares. Needham & Company LLC reissued a “hold” rating on shares of PayPal in a research note on Tuesday, February 3rd. TD Cowen reaffirmed a “hold” rating on shares of PayPal in a research note on Tuesday, February 3rd. BTIG Research reaffirmed a “neutral” rating on shares of PayPal in a research note on Tuesday, February 3rd. Daiwa Securities Group decreased their price objective on PayPal from $61.00 to $42.00 and set a “neutral” rating for the company in a research note on Tuesday, February 10th. Finally, Wall Street Zen cut PayPal from a “buy” rating to a “hold” rating in a research note on Sunday, January 18th. Seven equities research analysts have rated the stock with a Buy rating, thirty-three have assigned a Hold rating and five have issued a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $56.55.

Key PayPal News

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

Insiders Place Their Bets

In other PayPal news, CAO Chris Natali sold 2,208 shares of PayPal stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $44.73, for a total transaction of $98,763.84. Following the transaction, the chief accounting officer directly owned 1,140 shares in the company, valued at approximately $50,992.20. The trade was a 65.95% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Frank Keller sold 29,581 shares of PayPal stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $46.02, for a total value of $1,361,317.62. Following the transaction, the executive vice president owned 51,567 shares in the company, valued at approximately $2,373,113.34. This represents a 36.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 99,677 shares of company stock worth $4,433,834. Corporate insiders own 0.63% of the company’s stock.

PayPal Stock Performance

PYPL stock opened at $50.44 on Friday. The business’s 50-day moving average price is $46.63 and its two-hundred day moving average price is $54.63. The company has a current ratio of 1.29, a quick ratio of 1.29 and a debt-to-equity ratio of 0.49. The firm has a market cap of $45.38 billion, a PE ratio of 9.32, a P/E/G ratio of 1.44 and a beta of 1.39. PayPal Holdings, Inc. has a 1-year low of $38.46 and a 1-year high of $79.50.

PayPal (NASDAQ:PYPL) last posted its earnings results on Tuesday, February 3rd. The credit services provider reported $1.23 earnings per share for the quarter, missing the consensus estimate of $1.29 by ($0.06). The business had revenue of $8.68 billion for 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 business’s revenue was up 4.0% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.19 earnings per share. As a group, research analysts forecast that PayPal Holdings, Inc. will post 5.31 earnings per share for the current year.

PayPal Announces Dividend

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

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.