YACKTMAN ASSET MANAGEMENT LP has opened a new $102.7M position in $PYPL, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $PYPL.
$PYPL Hedge Fund Activity
We have seen 658 institutional investors add shares of $PYPL stock to their portfolio, and 1,100 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 21,928,221 shares (-77.8%) from their portfolio in Q4 2025, for an estimated $1,280,169,541
- CLEARBRIDGE INVESTMENTS, LLC removed 6,151,361 shares (-67.1%) from their portfolio in Q4 2025, for an estimated $359,116,455
- VANGUARD GROUP INC added 5,534,462 shares (+6.5%) to their portfolio in Q4 2025, for an estimated $323,101,891
- AMUNDI removed 4,279,591 shares (-50.4%) from their portfolio in Q4 2025, for an estimated $249,842,522
- WORLDQUANT MILLENNIUM ADVISORS LLC added 4,233,649 shares (+1720.9%) to their portfolio in Q4 2025, for an estimated $247,160,428
- SG AMERICAS SECURITIES, LLC added 3,875,688 shares (+355.1%) to their portfolio in Q1 2026, for an estimated $173,747,093
- NORGES BANK added 3,868,532 shares (+31.2%) to their portfolio in Q4 2025, for an estimated $225,844,898
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
$PYPL Insider Trading Activity
$PYPL insiders have traded $PYPL stock on the open market 21 times in the past 6 months. Of those trades, 0 have been purchases and 21 have been sales.
Here’s a breakdown of recent trading of $PYPL stock by insiders over the last 6 months:
- SUZAN KEREERE (President, Global Markets) has made 0 purchases and 9 sales selling 67,790 shares for an estimated $3,292,385.
- FRANK KELLER (Pres., Checkout Sol. & PayPal) has made 0 purchases and 6 sales selling 43,791 shares for an estimated $2,037,390.
- AARON WEBSTER (EVP, Global Chief Risk Officer) has made 0 purchases and 3 sales selling 9,282 shares for an estimated $615,309.
- CHRIS NATALI (SVP, Chief Accounting Officer) has made 0 purchases and 3 sales selling 4,758 shares for an estimated $214,006.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
$PYPL Congressional Stock Trading
Members of Congress have traded $PYPL stock 10 times in the past 6 months. Of those trades, 5 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $PYPL stock by members of Congress over the last 6 months:
- REPRESENTATIVE MARK ALFORD sold up to $15,000 on 03/16.
- REPRESENTATIVE BYRON DONALDS has traded it 4 times. They made 2 purchases worth up to $30,000 on 03/13 and 2 sales worth up to $30,000 on 02/10.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 03/13.
- SENATOR ANGUS S. KING JR. sold up to $15,000 on 02/13.
- SENATOR JOHN BOOZMAN has traded it 2 times. They made 2 purchases worth up to $30,000 on 01/29, 11/21 and 0 sales.
- REPRESENTATIVE NANCY PELOSI sold up to $500,000 on 12/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.
$PYPL Analyst Ratings
Wall Street analysts have issued reports on $PYPL in the last several months. We have seen 0 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Underweight" rating on 12/18/2025
To track analyst ratings and price targets for $PYPL, check out Quiver Quantitative's $PYPL forecast page.
$PYPL Price Targets
Multiple analysts have issued price targets for $PYPL recently. We have seen 19 analysts offer price targets for $PYPL in the last 6 months, with a median target of $48.0.
Here are some recent targets:
- Matthew Coad from Truist Securities set a target price of $45.0 on 04/24/2026
- Andrew Bauch from BMO Capital set a target price of $52.0 on 04/22/2026
- Jason Kupferberg from B of A Securities set a target price of $55.0 on 04/21/2026
- Dan Dolev from Mizuho set a target price of $50.0 on 04/16/2026
- Bryan Keane from Citigroup set a target price of $48.0 on 04/08/2026
- Dominick Gabriele from Loop Capital set a target price of $46.0 on 03/31/2026
- Andrew Cheng from KGI Securities set a target price of $55.0 on 03/02/2026
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $PYPL ticker page for more data.
