Fiduciary Alliance LLC Buys 16,968 Shares of PayPal Holdings, Inc. $PYPL

Fiduciary Alliance LLC boosted its stake in PayPal Holdings, Inc. (NASDAQ:PYPL) by 10.6% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 177,469 shares of the credit services provider’s stock after acquiring an additional 16,968 shares during the period. Fiduciary Alliance LLC’s holdings in PayPal were worth $10,361,000 as of its most recent filing with the SEC.

Several other hedge funds have also added to or reduced their stakes in the stock. Capital Research Global Investors raised its position in PayPal by 2.3% in the third quarter. Capital Research Global Investors now owns 27,953,803 shares of the credit services provider’s stock worth $1,874,637,000 after acquiring an additional 636,441 shares during the period. Invesco Ltd. raised its position in PayPal by 10.9% in the third quarter. Invesco Ltd. now owns 11,131,949 shares of the credit services provider’s stock worth $746,508,000 after acquiring an additional 1,093,365 shares during the period. Amundi raised its position in shares of PayPal by 1.6% in the third quarter. Amundi now owns 8,493,311 shares of the credit services provider’s stock valued at $605,488,000 after purchasing an additional 132,837 shares during the period. Dimensional Fund Advisors LP raised its position in shares of PayPal by 35.9% in the third quarter. Dimensional Fund Advisors LP now owns 8,177,536 shares of the credit services provider’s stock valued at $548,520,000 after purchasing an additional 2,160,227 shares during the period. Finally, Legal & General Group Plc raised its position in shares of PayPal by 3.2% in the third quarter. Legal & General Group Plc now owns 6,951,876 shares of the credit services provider’s stock valued at $466,193,000 after purchasing an additional 217,329 shares during the period. Institutional investors own 68.32% of the company’s stock.

PayPal Price Performance

Shares of NASDAQ:PYPL opened at $45.98 on Friday. The company has a 50 day moving average of $44.42 and a 200 day moving average of $56.72. The stock has a market cap of $41.37 billion, a P/E ratio of 8.50, a P/E/G ratio of 1.37 and a beta of 1.40. PayPal Holdings, Inc. has a 12 month low of $38.46 and a 12 month high of $79.50. The company has a current ratio of 1.29, a quick ratio of 1.29 and a debt-to-equity ratio of 0.49.

PayPal (NASDAQ:PYPL) last issued 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). The firm had revenue of $8.68 billion for the quarter, compared to analysts’ expectations of $8.82 billion. PayPal had a net margin of 15.77% and a return on equity of 25.42%. PayPal’s revenue was up 4.0% on a year-over-year basis. During the same period in the prior year, the firm posted $1.19 EPS. As a group, sell-side analysts forecast 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. Shareholders of record on Wednesday, March 4th were paid a $0.14 dividend. This represents a $0.56 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend was Wednesday, March 4th. PayPal’s payout ratio is currently 10.35%.

Insiders Place Their Bets

In other PayPal news, EVP Frank Keller sold 29,581 shares of the business’s stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $46.02, for a total value of $1,361,317.62. Following the completion of the transaction, the executive vice president owned 51,567 shares of the company’s stock, valued at $2,373,113.34. The trade was a 36.45% decrease in their position. The transaction was disclosed in a 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 that occurred on Wednesday, February 18th. The stock was sold at an average price of $41.49, for a total transaction of $1,560,563.37. Following the completion of the transaction, the insider directly owned 30,983 shares of the company’s stock, valued at approximately $1,285,484.67. This represents a 54.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 87,608 shares of company stock valued at $3,831,535 in the last quarter. Corporate insiders own 0.08% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on PYPL. Wolfe Research reissued a “sell” rating on shares of PayPal in a research report on Monday, February 23rd. Evercore lowered their price target on shares of PayPal from $65.00 to $40.00 and set an “in-line” rating on the stock in a research report on Tuesday, February 3rd. Citizens Jmp reissued a “market perform” rating on shares of PayPal in a research report on Wednesday, February 4th. UBS Group reissued a “neutral” rating and issued a $44.00 price target on shares of PayPal in a research report on Wednesday, February 4th. Finally, Dbs Bank raised shares of PayPal to a “hold” rating in a research report on Friday, February 6th. Eight equities research analysts have rated the stock with a Buy rating, thirty-one have given a Hold rating and six have issued a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $57.41.

PayPal News Summary

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal expanded merchant access by integrating PayPal Payment Links into Canva, letting 265M monthly Canva users accept payments directly from designs — a meaningful distribution channel for creators and small businesses that could boost payment volume over time. PayPal Brings Payment Links to Canva Creators
• Positive Sentiment: Meta is rolling out integrated payments and a PayPal partnership for one‑tap shopping, which supports PayPal’s push into social commerce and could increase checkout volume via large social channels. Meta’s Growing Role In Social Commerce Brings Fresh Regulatory Scrutiny
• Neutral Sentiment: Citigroup raised its price target on PYPL to $48 while keeping a “neutral” rating — a modest positive signal on valuation but not a bullish analyst re‑rating. Citigroup adjusts price target on PayPal
• Neutral Sentiment: Consensus analyst coverage remains cautious: the average target implies roughly mid‑teens upside but many analysts still rate PYPL a “Hold,” reflecting recovery potential tempered by execution risk. Analysts Still Rate PayPal a “Hold” Despite Seeing 14% Upside
• Negative Sentiment: High‑profile selling: reports say billionaire Steve Cohen exited PayPal among other names — institutional selling by prominent investors can weigh on sentiment and signal reallocations away from PYPL. Billionaire Steve Cohen Pours $892,422,000 Into Four Stocks After Dumping Walmart, PayPal and Confluent
• Negative Sentiment: Active manager exits: ClearBridge’s Large Cap Growth Strategy disclosed it exited PYPL citing turnaround challenges — another signal that some fund managers lack confidence in near‑term operational fixes. ClearBridge Large Cap Growth Strategy exited PayPal due to turnaround challenges
• Negative Sentiment: Multiple law firms have filed or are soliciting lead‑plaintiff interest in securities‑class actions against PayPal, with April 20 lead‑plaintiff deadlines — ongoing litigation risk and potential settlements can pressure sentiment and add uncertainty. Class action notices and lead plaintiff deadlines

About PayPal

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.