Qsemble Capital Management LP Invests $8.50 Million in PayPal Holdings, Inc. $PYPL

Posted by George Bondi on May 16th, 2026

Qsemble Capital Management LP acquired a new position in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) during the 4th quarter, Holdings Channel.com reports. The institutional investor acquired 145,631 shares of the credit services provider’s stock, valued at approximately $8,502,000.

Other hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. grew 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 worth $5,276,205,000 after purchasing an additional 5,534,462 shares during the last quarter. National Pension Service grew its stake in shares of PayPal by 1.8% in the 3rd quarter. National Pension Service now owns 2,855,897 shares of the credit services provider’s stock worth $191,516,000 after purchasing an additional 51,268 shares during the last quarter. Rakuten Investment Management Inc. acquired a new position in shares of PayPal in the 3rd quarter worth approximately $13,210,000. NEOS Investment Management LLC grew its stake in shares of PayPal by 47.8% in the 3rd quarter. NEOS Investment Management LLC now owns 411,262 shares of the credit services provider’s stock worth $27,579,000 after purchasing an additional 132,942 shares during the last quarter. Finally, Kovitz Investment Group Partners LLC grew its stake in shares of PayPal by 21.1% in the 3rd quarter. Kovitz Investment Group Partners LLC now owns 463,701 shares of the credit services provider’s stock worth $31,096,000 after purchasing an additional 80,744 shares during the last quarter. Institutional investors and hedge funds own 68.32% of the company’s stock.

PayPal Stock Performance

PYPL stock opened at $44.41 on Friday. The company has a debt-to-equity ratio of 0.47, a quick ratio of 1.26 and a current ratio of 1.26. The stock has a market cap of $39.17 billion, a P/E ratio of 8.33, a P/E/G ratio of 1.13 and a beta of 1.39. The firm has a 50 day simple moving average of $46.61 and a 200 day simple moving average of $53.08. PayPal Holdings, Inc. has a 52 week low of $38.46 and a 52 week high of $79.50.

PayPal (NASDAQ:PYPL – Get Free Report) last posted its quarterly earnings results on Tuesday, May 5th. The credit services provider reported $1.34 EPS for the quarter, topping the consensus estimate of $1.27 by $0.07. The business had revenue of $8.35 billion during the quarter, compared to analysts’ expectations of $8.05 billion. PayPal had a net margin of 15.00% and a return on equity of 25.02%. The firm’s quarterly revenue was up 7.2% compared to the same quarter last year. During the same period last year, the company posted $1.33 earnings per share. Research analysts anticipate that PayPal Holdings, Inc. will post 5.3 earnings per share for the current fiscal year.

PayPal Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 25th. Investors of record on Thursday, June 4th will be issued a dividend of $0.14 per share. This represents a $0.56 annualized dividend and a dividend yield of 1.3%. The ex-dividend date is Thursday, June 4th. PayPal’s dividend payout ratio (DPR) is currently 10.51%.

Analyst Ratings Changes

PYPL has been the subject of several recent analyst reports. Loop Capital initiated coverage on shares of PayPal in a report on Tuesday, March 31st. They issued a “hold” rating and a $46.00 target price for the company. Stephens decreased their target price on shares of PayPal from $65.00 to $45.00 and set an “equal weight” rating for the company in a report on Wednesday, February 4th. BTIG Research reiterated a “neutral” rating on shares of PayPal in a report on Tuesday, February 3rd. Needham & Company LLC reiterated a “hold” rating on shares of PayPal in a report on Tuesday, May 5th. Finally, HSBC cut shares of PayPal from a “buy” rating to a “hold” rating and set a $47.00 target price for the company. in a report on Wednesday, February 4th. Eight investment analysts have rated the stock with a Buy rating, thirty-two have given a Hold rating and five have issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $55.85.

Read Our Latest Stock Report on PYPL

More PayPal News

Here are the key news stories impacting PayPal this week:

Positive Sentiment: Analysts and commentary point to PayPal trading at a discounted valuation, with support from Venmo growth, AI-commerce initiatives, and international expansion; several pieces argue the stock may be too cheap if execution improves. Article Title
Positive Sentiment: PayPal’s Q1 results beat expectations on revenue and profit, and the company is leaning into a new strategy under its CEO, including AI tools for small businesses and a fee-waiver push that could support merchant growth. Article Title
Positive Sentiment: PayPal’s partnership with Anthropic to bring AI services to small businesses reinforces its effort to modernize the platform and build new revenue opportunities. Article Title
Neutral Sentiment: The company reached a $30 million DOJ settlement over a past DEI-related program, removing a legal overhang but also highlighting governance and compliance scrutiny. Article Title
Neutral Sentiment: Reports that UK regulators are investigating PayPal alongside Mastercard and Visa over digital-wallet competition add uncertainty, but the direct financial impact is still unclear. Article Title
Negative Sentiment: Some analysts remain skeptical after the earnings call, citing margin pressure, transformation risk, and slower confidence in the turnaround story. Article Title
Negative Sentiment: Investor reaction to the quarter was muted despite the revenue beat, suggesting the market is still focused on margin trends and execution risk rather than near-term growth. Article Title

Insider Buying and Selling

In related news, insider Suzan Kereere sold 13,515 shares of the firm’s stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $46.02, for a total transaction of $621,960.30. Following the completion of the sale, the insider directly owned 30,983 shares in the company, valued at approximately $1,425,837.66. This trade represents a 30.37% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CAO Chris Natali sold 1,337 shares of the firm’s stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $49.46, for a total transaction of $66,128.02. Following the sale, the chief accounting officer owned 1,586 shares of the company’s stock, valued at approximately $78,443.56. This represents a 45.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 96,199 shares of company stock worth $4,294,018. 0.63% of the stock is owned by company insiders.

About PayPal

(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.