Advisors Asset Management Inc. Has $15.37 Million Position in PayPal Holdings, Inc. $PYPL

Advisors Asset Management Inc. decreased its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 5.3% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 229,253 shares of the credit services provider’s stock after selling 12,807 shares during the quarter. Advisors Asset Management Inc.’s holdings in PayPal were worth $15,374,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of the company. ABC Arbitrage SA bought a new stake in shares of PayPal during the third quarter worth $716,000. Stratos Wealth Partners LTD. increased its position in PayPal by 24.3% in the third quarter. Stratos Wealth Partners LTD. now owns 35,558 shares of the credit services provider’s stock worth $2,385,000 after purchasing an additional 6,942 shares during the period. S&CO Inc. raised its holdings in PayPal by 45.3% during the 3rd quarter. S&CO Inc. now owns 331,501 shares of the credit services provider’s stock worth $22,230,000 after purchasing an additional 103,397 shares during the last quarter. Midwest Trust Co lifted its position in PayPal by 1.2% during the 3rd quarter. Midwest Trust Co now owns 457,527 shares of the credit services provider’s stock valued at $30,682,000 after purchasing an additional 5,455 shares during the period. Finally, Johnson Investment Counsel Inc. boosted its stake in shares of PayPal by 9.6% in the 3rd quarter. Johnson Investment Counsel Inc. now owns 10,627 shares of the credit services provider’s stock valued at $713,000 after purchasing an additional 935 shares during the last quarter. 68.32% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on PYPL. Morgan Stanley cut their price objective on shares of PayPal from $50.00 to $34.00 and set an “underweight” rating on the stock in a report on Wednesday, February 4th. Canaccord Genuity Group reissued a “hold” rating and issued a $42.00 price target (down previously from $100.00) on shares of PayPal in a research note on Wednesday, February 4th. KGI Securities decreased their price objective on PayPal from $85.00 to $80.00 in a research note on Monday, November 10th. Daiwa Securities Group cut their target price on PayPal from $61.00 to $42.00 and set a “neutral” rating on the stock in a research note on Tuesday. Finally, The Goldman Sachs Group reduced their target price on PayPal from $64.00 to $41.00 and set a “sell” rating on the stock in a report on Wednesday, February 4th. Ten analysts have rated the stock with a Buy rating, thirty have assigned a Hold rating and four have issued a Sell rating to the stock. According to MarketBeat.com, PayPal currently has an average rating of “Hold” and an average target price of $61.49.

Key PayPal News

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Several bullish write‑ups argue the sell‑off is overdone and present a value/buying case that can attract contrarian investors and short covering. Article Title
• Positive Sentiment: A second Seeking Alpha piece highlights an overextended sell‑off and scenarios that could trigger a rebound, supporting near‑term buying interest. Article Title
• Neutral Sentiment: Zacks notes PYPL is a trending/most‑watched stock — this can lift volume and volatility but doesn’t change fundamentals. Article Title
• Negative Sentiment: The board ousted CEO Alex Chriss and named Enrique Lores as his replacement, a disruptive leadership change that signals concern about execution and increases near‑term uncertainty. Article Title
• Negative Sentiment: Multiple law firms (Kessler Topaz; Levi & Korsinsky) have opened securities investigations into PayPal’s disclosures and the timing of leadership changes, raising legal risk and potential distraction/costs. Article Title Article Title
• Negative Sentiment: Several analysts slashed price targets and moved to neutral/sell (Truist to $39/sell; Daiwa to $42/neutral; Bernstein to $45/market perform; Cantor to $42), which reduces broker support and adds downward pressure. Truist/Other Cuts Daiwa
• Negative Sentiment: Former PayPal president David Marcus publicly criticized management and said the company needs saving, reinforcing investor concerns about execution and strategy. Bloomberg Interview
• Negative Sentiment: Insider sale: EVP Frank Keller sold ~3,478 shares (disclosed SEC filing), which some investors interpret as a negative signal even if not large. SEC Filing
• Negative Sentiment: Recent earnings (Feb 3) missed consensus on EPS and revenue, so disappointing fundamentals are part of the sell‑off backdrop (earlier catalyst).

Insider Transactions at PayPal

In other PayPal news, EVP Frank Keller sold 3,478 shares of the company’s stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $40.20, for a total value of $139,815.60. Following the sale, the executive vice president owned 51,567 shares in the company, valued at $2,072,993.40. This represents a 6.32% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider Suzan Kereere sold 4,162 shares of PayPal stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $59.84, for a total value of $249,054.08. Following the transaction, the insider owned 30,983 shares of the company’s stock, valued at $1,854,022.72. This represents a 11.84% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.08% of the stock is currently owned by corporate insiders.

PayPal Stock Up 0.8%

PYPL stock opened at $41.49 on Wednesday. The company has a market cap of $38.20 billion, a price-to-earnings ratio of 7.67, a P/E/G ratio of 0.81 and a beta of 1.43. PayPal Holdings, Inc. has a twelve month low of $38.88 and a twelve month high of $79.50. The business has a 50 day moving average price of $56.32 and a two-hundred day moving average price of $63.75. The company has a quick ratio of 1.29, a current ratio of 1.29 and a debt-to-equity ratio of 0.49.

PayPal (NASDAQ:PYPL) last released its quarterly earnings data on Tuesday, February 3rd. The credit services provider reported $1.23 EPS for the quarter, missing the consensus estimate of $1.29 by ($0.06). PayPal had a net margin of 15.77% and a return on equity of 25.42%. The company had revenue of $8.68 billion during the quarter, compared to analyst estimates of $8.82 billion. During the same period in the previous year, the company posted $1.19 EPS. The company’s quarterly revenue was up 4.0% compared to the same quarter last year. Analysts anticipate that PayPal Holdings, Inc. will post 5.03 EPS for the current fiscal year.

PayPal Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 25th. Stockholders of record on Wednesday, March 4th will be paid a dividend of $0.14 per share. The ex-dividend date is Wednesday, March 4th. This represents a $0.56 annualized dividend and a dividend yield of 1.3%. 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.