Polianta Ltd Has $1.65 Million Stake in PayPal Holdings, Inc. $PYPL

Posted by Brenda Bartman on Aug 9th, 2026

Polianta Ltd raised its position in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 29.2% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 38,100 shares of the credit services provider’s stock after acquiring an additional 8,600 shares during the quarter. Polianta Ltd’s holdings in PayPal were worth $1,645,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. Norges Bank acquired a new position in shares of PayPal during the 4th quarter worth about $949,758,000. Bank of America Corp DE raised its stake in PayPal by 67.9% in 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 buying an additional 10,356,256 shares during the period. Amundi lifted its position 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 valued at $624,364,000 after buying an additional 9,590,488 shares during the last quarter. Vanguard Group Inc. boosted its stake in shares of PayPal by 6.5% during 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 acquiring an additional 5,534,462 shares during the period. Finally, SG Americas Securities LLC increased its holdings in shares of PayPal by 355.1% during the 1st quarter. SG Americas Securities LLC now owns 4,967,170 shares of the credit services provider’s stock worth $224,665,000 after acquiring an additional 3,875,688 shares during the last quarter. Institutional investors own 68.32% of the company’s stock.

PayPal Price Performance

Shares of NASDAQ PYPL opened at $59.07 on Friday. The firm has a market cap of $50.53 billion, a P/E ratio of 11.17, a price-to-earnings-growth ratio of 1.44 and a beta of 1.30. The business’s 50 day moving average is $48.47 and its 200-day moving average is $47.15. The company has a current ratio of 1.29, a quick ratio of 1.29 and a debt-to-equity ratio of 0.55. PayPal Holdings, Inc. has a 1-year low of $38.46 and a 1-year high of $79.21.

PayPal (NASDAQ:PYPL – Get Free Report) last released its quarterly earnings results on Tuesday, July 28th. The credit services provider reported $1.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.28 by $0.10. PayPal had a return on equity of 24.39% and a net margin of 14.36%.The business had revenue of $8.68 billion during the quarter, compared to the consensus estimate of $8.47 billion. During the same period in the previous year, the company posted $1.40 EPS. The firm’s quarterly revenue was up 4.8% on a year-over-year basis. Equities research analysts predict that PayPal Holdings, Inc. will post 5.37 earnings per share for the current year.

PayPal Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, September 25th. Stockholders of record on Friday, September 4th will be given a $0.14 dividend. This represents a $0.56 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend is Friday, September 4th. PayPal’s payout ratio is presently 10.59%.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on PYPL shares. Daiwa Securities Group upgraded PayPal from a “hold” rating to an “outperform” rating in a research note on Wednesday, May 6th. BNP Paribas Exane lifted their price objective on shares of PayPal from $43.50 to $52.00 and gave the stock a “neutral” rating in a research report on Tuesday, July 21st. Barclays upped their price objective on shares of PayPal from $55.00 to $57.00 and gave the company an “equal weight” rating in a report on Wednesday, July 29th. Robert W. Baird increased their price objective on shares of PayPal from $50.00 to $57.00 and gave the company a “neutral” rating in a research report on Wednesday, July 29th. Finally, Morgan Stanley set a $45.00 target price on shares of PayPal in a research note on Wednesday, July 29th. Nine investment analysts have rated the stock with a Buy rating, thirty-four have assigned a Hold rating and four have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $55.72.

Check Out Our Latest Analysis on PYPL

PayPal News Roundup

Here are the key news stories impacting PayPal this week:

Positive Sentiment: PayPal continues to screen as a value opportunity after its substantial multiyear decline. Analysts point to relatively attractive valuation metrics, earnings performance above consensus, and ongoing cost-efficiency and turnaround efforts as potential catalysts. Here’s Why PayPal Is a Strong Value Stock
Positive Sentiment: PayPal was highlighted in a payments-industry outlook alongside Visa, Mastercard, Fidelity and WEX, keeping attention on the company’s potential relative value and competitive position. Zacks Industry Outlook: Visa, Mastercard, PayPal, Fidelity and WEX
Positive Sentiment: An analyst upgrade provided additional support for PayPal’s investment case, reinforcing the view that the shares may be undervalued following their long-term decline. PayPal Trading Up After Analyst Upgrade
Neutral Sentiment: Activist investor Carl Icahn is urging eBay to overhaul its board and spin off PayPal, citing governance concerns and potential conflicts. A separation could increase PayPal’s strategic independence, but the proposal remains uncertain and primarily targets eBay. What Does eBay Face After Carl Icahn Demands a Board Overhaul?
Negative Sentiment: PayPal’s shares remain below the $60.50 bid previously rejected by its board, signaling that investors are skeptical a transaction will materialize or that the company can justify a higher valuation without further operational proof. PayPal Still Trades Below the $60.50 Bid Its Board Turned Down
Negative Sentiment: Although PayPal appears inexpensive on earnings, analysts also flag weaker growth, leaving investors dependent on successful execution of the turnaround and cost-cutting plans. PayPal Stock Looks Undervalued on Earnings but Weaker on Growth

Insider Activity

In related news, insider Suzan Kereere sold 3,379 shares of the company’s stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $42.79, for a total value of $144,587.41. Following the transaction, the insider directly owned 30,983 shares in the company, valued at approximately $1,325,762.57. This represents a 9.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Frank Keller sold 732 shares of the firm’s stock in a transaction dated Wednesday, July 29th. The stock was sold at an average price of $58.10, for a total transaction of $42,529.20. Following the transaction, the insider directly owned 41,567 shares in the company, valued at approximately $2,415,042.70. This represents a 1.73% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 10,612 shares of company stock valued at $484,534. 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.