Aviance Capital Partners LLC acquired a new position in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 16,772 shares of the credit services provider’s stock, valued at approximately $1,125,000.
Other large investors have also recently bought and sold shares of the company. Maryland State Retirement & Pension System grew its stake in shares of PayPal by 1.8% in the 3rd quarter. Maryland State Retirement & Pension System now owns 47,731 shares of the credit services provider’s stock worth $3,201,000 after acquiring an additional 844 shares in the last quarter. Howland Capital Management LLC lifted its holdings in PayPal by 17.0% during the third quarter. Howland Capital Management LLC now owns 3,510 shares of the credit services provider’s stock valued at $235,000 after purchasing an additional 510 shares during the last quarter. Evergreen Capital Management LLC boosted its position in PayPal by 5.3% during the third quarter. Evergreen Capital Management LLC now owns 187,258 shares of the credit services provider’s stock worth $12,558,000 after purchasing an additional 9,367 shares during the period. Klein Pavlis & Peasley Financial Inc. increased its stake in shares of PayPal by 9.4% in the third quarter. Klein Pavlis & Peasley Financial Inc. now owns 14,525 shares of the credit services provider’s stock worth $974,000 after purchasing an additional 1,247 shares in the last quarter. Finally, WoodTrust Financial Corp raised its position in shares of PayPal by 2.1% in the third quarter. WoodTrust Financial Corp now owns 162,546 shares of the credit services provider’s stock valued at $10,900,000 after purchasing an additional 3,396 shares during the period. 68.32% of the stock is currently owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In
A number of brokerages have issued reports on PYPL. Raymond James Financial reissued a “hold” rating on shares of PayPal in a report on Thursday. Compass Point cut their target price on shares of PayPal from $56.00 to $55.00 and set a “sell” rating for the company in a research report on Tuesday, January 13th. Evercore ISI lowered their price target on shares of PayPal from $75.00 to $65.00 and set an “in-line” rating for the company in a research note on Monday, December 8th. Needham & Company LLC reiterated a “hold” rating on shares of PayPal in a report on Tuesday, October 28th. Finally, The Goldman Sachs Group decreased their price target on PayPal from $72.00 to $65.00 and set a “sell” rating on the stock in a research note on Tuesday, January 6th. Twelve equities research analysts have rated the stock with a Buy rating, twenty-seven have issued a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $76.05.
Insider Activity at PayPal
In related news, CAO Chris Natali sold 1,374 shares of PayPal stock in a transaction on Thursday, October 30th. The shares were sold at an average price of $69.13, for a total value of $94,984.62. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Suzan Kereere sold 4,162 shares of the firm’s stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $59.84, for a total value of $249,054.08. Following the completion of the transaction, the insider owned 30,983 shares of the company’s stock, valued at approximately $1,854,022.72. This represents a 11.84% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 36,156 shares of company stock valued at $2,432,524 in the last quarter. Corporate insiders own 0.08% of the company’s stock.
PayPal Trading Up 0.3%
PYPL stock opened at $56.89 on Friday. The firm has a fifty day moving average price of $60.57 and a 200 day moving average price of $66.82. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.34 and a current ratio of 1.34. PayPal Holdings, Inc. has a fifty-two week low of $55.85 and a fifty-two week high of $93.25. The firm has a market cap of $53.23 billion, a PE ratio of 11.40, a price-to-earnings-growth ratio of 0.71 and a beta of 1.42.
PayPal (NASDAQ:PYPL – Get Free Report) last announced its earnings results on Tuesday, October 28th. The credit services provider reported $1.34 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.20 by $0.14. The business had revenue of $8.42 billion for the quarter, compared to analysts’ expectations of $8.21 billion. PayPal had a return on equity of 25.64% and a net margin of 14.96%.The business’s revenue for the quarter was up 7.3% on a year-over-year basis. During the same quarter last year, the firm earned $1.20 EPS. PayPal has set its Q4 2025 guidance at 1.270-1.310 EPS and its FY 2025 guidance at 5.350-5.390 EPS. Sell-side analysts anticipate that PayPal Holdings, Inc. will post 5.03 earnings per share for the current fiscal year.
PayPal Announces Dividend
The company also recently declared a quarterly dividend, which was paid on Wednesday, December 10th. Stockholders of record on Wednesday, November 19th were given a dividend of $0.14 per share. This represents a $0.56 annualized dividend and a dividend yield of 1.0%. The ex-dividend date of this dividend was Wednesday, November 19th. PayPal’s payout ratio is presently 11.22%.
More PayPal News
Here are the key news stories impacting PayPal this week:
- Positive Sentiment: Seeking Alpha publishes a bullish thesis arguing PYPL is “dirt cheap” with multiple near-term catalysts that could re-rate the stock (valuation, product leverage and optionality). PayPal: A Dirt Cheap Nexus Of Catalysts
- Positive Sentiment: Investor commentary (InsiderMonkey) highlights PayPal as a “depressed” buy—framing recent weakness as a buying opportunity despite TD Cowen trimming its price target—supporting a value/recovery trade narrative. Is PayPal Holdings, Inc. (PYPL) One of the Best Depressed Stocks to Buy Right Now?
- Positive Sentiment: Interactive Brokers will add support for PayPal USD (PYUSD) for account funding next week (after initial USDC support), which could help PYUSD adoption and indirectly benefit PayPal’s payments ecosystem. Interactive Brokers to allow stablecoins for account funding
- Negative Sentiment: Michael Burry published a long, critical analysis of the payments sector that specifically calls out risks for PayPal, adding headline risk and prompting investor caution. Michael Burry Sounds the Alarm on Payments Sector – XYZ, PYPL, FOUR
- Negative Sentiment: Piper Sandler issues a pessimistic forecast for PYPL, signaling downside risks from operational or growth concerns that could pressure the stock. Piper Sandler Issues Pessimistic Forecast for PayPal (NASDAQ:PYPL) Stock Price
- Negative Sentiment: Analysts continue to cut targets and ratings: TD Cowen lowered its price target to $65 (hold), Compass Point cut its target to $55 and kept a sell rating, and Daiwa Capital downgraded PYPL—these actions increase selling pressure and reduce near-term upside expectations. TD Cowen adjusts price target on PayPal to $65 Compass Point adjusts price target on PayPal to $55 Daiwa Capital downgrades PayPal Holdings (PYPL)
PayPal Company 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.
Further Reading
- Five stocks we like better than PayPal
- Elon Taking SpaceX Public! $100 Pre-IPO Opportunity!
- Do not delete, read immediately
- How a Family Trust May Be Able To Help Preserve Your Wealth
- URGENT: Trump Just Triggered AI’s Biggest Disruption Yet
- Wall Street Alert: Buy AES
Want to see what other hedge funds are holding PYPL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report).
Receive News & Ratings for PayPal Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for PayPal and related companies with MarketBeat.com's FREE daily email newsletter.
