FNY Investment Advisers LLC Makes New Investment in PayPal Holdings, Inc. $PYPL

FNY Investment Advisers LLC acquired a new position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 25,500 shares of the credit services provider’s stock, valued at approximately $1,488,000.

Other institutional investors have also recently made changes to their positions in the company. Earned Wealth Advisors LLC boosted its stake in shares of PayPal by 69.5% during the 4th quarter. Earned Wealth Advisors LLC now owns 5,283 shares of the credit services provider’s stock worth $308,000 after acquiring an additional 2,166 shares in the last quarter. Penn Davis Mcfarland Inc. increased its holdings in PayPal by 5.3% in the 4th quarter. Penn Davis Mcfarland Inc. now owns 680,852 shares of the credit services provider’s stock worth $39,748,000 after acquiring an additional 33,994 shares in the last quarter. Matrix Asset Advisors Inc. NY raised its position in PayPal by 6.5% during the fourth quarter. Matrix Asset Advisors Inc. NY now owns 267,919 shares of the credit services provider’s stock worth $15,641,000 after acquiring an additional 16,429 shares during the period. Banque Pictet & Cie SA raised its position in PayPal by 12.6% during the fourth quarter. Banque Pictet & Cie SA now owns 163,214 shares of the credit services provider’s stock worth $9,528,000 after acquiring an additional 18,244 shares during the period. Finally, Bank Pictet & Cie Europe AG lifted its holdings in PayPal by 43.0% during the fourth quarter. Bank Pictet & Cie Europe AG now owns 7,081 shares of the credit services provider’s stock valued at $413,000 after purchasing an additional 2,129 shares in the last quarter. 68.32% of the stock is owned by hedge funds and other institutional investors.

PayPal Stock Performance

PYPL opened at $45.34 on Friday. PayPal Holdings, Inc. has a twelve month low of $38.46 and a twelve month high of $79.50. The firm has a market capitalization of $41.74 billion, a PE ratio of 8.38, a PEG ratio of 1.33 and a beta of 1.40. The company has a current ratio of 1.29, a quick ratio of 1.29 and a debt-to-equity ratio of 0.49. The firm’s 50-day moving average price is $45.39 and its 200 day moving average price is $57.50.

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 analysts’ consensus estimates of $1.29 by ($0.06). PayPal had a net margin of 15.77% and a return on equity of 25.42%. The business had revenue of $8.68 billion during the quarter, compared to analyst estimates of $8.82 billion. During the same quarter in the previous year, the company posted $1.19 EPS. The firm’s revenue was up 4.0% on a year-over-year basis. As a group, sell-side analysts expect that PayPal Holdings, Inc. will post 5.03 EPS for the current fiscal year.

PayPal Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, March 25th. Investors of record on Wednesday, March 4th were issued a $0.14 dividend. This represents a $0.56 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend was Wednesday, March 4th. PayPal’s dividend payout ratio (DPR) is currently 10.35%.

Wall Street Analyst Weigh In

A number of analysts have recently commented on the stock. Compass Point raised shares of PayPal from a “sell” rating to a “neutral” rating and set a $51.00 target price for the company in a research note on Wednesday, February 4th. Truist Financial decreased their price target on shares of PayPal from $58.00 to $39.00 and set a “sell” rating on the stock in a research note on Tuesday, February 10th. Cantor Fitzgerald lowered their price objective on PayPal from $60.00 to $42.00 and set a “neutral” rating on the stock in a report on Monday, February 9th. Bank of America started coverage on PayPal in a research note on Thursday, March 5th. They set a “neutral” rating and a $48.00 price objective for the company. Finally, Monness Crespi & Hardt downgraded PayPal from a “buy” rating to a “neutral” rating in a research report on Monday, January 5th. Eight equities research analysts have rated the stock with a Buy rating, thirty-one have given a Hold rating and six have given a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $58.11.

Trending Headlines about PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal is investing in product-led growth — the company disclosed a $400M push to revive its branded checkout, signaling management is prioritizing merchant conversion and revenue monetization. PayPal Invests $400M to Revive Checkout Growth
• Positive Sentiment: PayPal is participating in stablecoin and cross‑border initiatives alongside Convera and Nium, which could open lower‑cost rails and new revenue streams if regulators and integration go smoothly. Stablecoins roll on as rules evolve
• Neutral Sentiment: Loop Capital initiated coverage with a Hold and a $46 target, underscoring execution risks and a cautious near‑term view on margins and EPS growth. Loop Capital Initiates Coverage on PayPal
• Neutral Sentiment: Merchant adoption examples (e.g., American Water accepting PayPal/Venmo/Apple Pay) show continued wallet utility but are incremental to scale and monetization. American Water Offers Convenient Ways for Customers to Pay
• Negative Sentiment: Multiple law firms have filed or alerted investors to securities class actions tied to the February CEO change and the withdrawal of long‑term targets; lead‑plaintiff deadlines (April 20, 2026) and potential damages raise near‑term legal risk and uncertainty. Labaton Keller Sucharow Announces Expanded Securities Class Action
• Negative Sentiment: Coverage and commentary are highlighting a governance/strategy gap after the CEO ouster and withdrawn guidance, which could weigh on sentiment and valuation until management clearly re‑establishes targets and execution. PayPal Lawsuits And CEO Shakeup Put Focus On Valuation Gap
• Negative Sentiment: Analyst and market signals are mixed: Quiver/secondary coverage notes heavy insider selling, divergent price targets (median ~ $56.5), and institutional rebalancing — factors that can prolong valuation pressure despite a low P/E. PayPal Stock Opinions on Loop Capital Coverage

Insider Buying and Selling

In other news, EVP Frank Keller sold 29,581 shares of PayPal stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $46.02, for a total transaction of $1,361,317.62. Following the transaction, the executive vice president owned 51,567 shares in the company, valued at $2,373,113.34. The trade was a 36.45% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Suzan Kereere sold 37,613 shares of the business’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $41.49, for a total transaction of $1,560,563.37. Following the transaction, the insider directly owned 30,983 shares in the company, valued at approximately $1,285,484.67. The trade was a 54.83% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 87,608 shares of company stock worth $3,831,535. 0.08% of the stock is owned by corporate insiders.

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.