AMG National Trust Bank Purchases 46,930 Shares of PayPal Holdings, Inc. $PYPL

AMG National Trust Bank increased its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 1,342.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 50,427 shares of the credit services provider’s stock after purchasing an additional 46,930 shares during the quarter. AMG National Trust Bank’s holdings in PayPal were worth $3,382,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in PYPL. MUFG Securities EMEA plc raised its stake in shares of PayPal by 100.4% during the 2nd quarter. MUFG Securities EMEA plc now owns 385 shares of the credit services provider’s stock worth $29,000 after purchasing an additional 87,524 shares during the period. Cloud Capital Management LLC purchased a new stake in PayPal during the third quarter worth about $30,000. VSM Wealth Advisory LLC purchased a new stake in PayPal during the second quarter worth about $36,000. Total Investment Management Inc. bought a new stake in PayPal in the second quarter worth about $38,000. Finally, True Wealth Design LLC boosted its stake in PayPal by 285.3% in the third quarter. True Wealth Design LLC now owns 524 shares of the credit services provider’s stock valued at $35,000 after acquiring an additional 388 shares during the last quarter. Hedge funds and other institutional investors own 68.32% of the company’s stock.

PayPal Trading Down 0.2%

PayPal stock opened at $41.65 on Friday. The company has a debt-to-equity ratio of 0.49, a quick ratio of 1.29 and a current ratio of 1.29. PayPal Holdings, Inc. has a fifty-two week low of $38.46 and a fifty-two week high of $79.50. The stock has a market cap of $38.35 billion, a P/E ratio of 7.70, a PEG ratio of 1.08 and a beta of 1.43. The firm’s fifty day moving average price is $53.00 and its 200-day moving average price is $62.15.

PayPal (NASDAQ:PYPL) last issued its quarterly earnings results on Tuesday, February 3rd. The credit services provider reported $1.23 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.29 by ($0.06). The business had revenue of $8.68 billion for the quarter, compared to the consensus estimate of $8.82 billion. PayPal had a net margin of 15.77% and a return on equity of 25.42%. The business’s revenue was up 4.0% compared to the same quarter last year. During the same quarter last year, the business posted $1.19 EPS. Equities research analysts forecast that PayPal Holdings, Inc. will post 5.03 earnings per share for the current fiscal year.

PayPal Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, March 25th. Stockholders of record on Wednesday, March 4th will be paid a $0.14 dividend. This represents a $0.56 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend is Wednesday, March 4th. PayPal’s payout ratio is 10.35%.

Insider Activity at PayPal

In other news, EVP Frank Keller sold 3,478 shares of the firm’s stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $40.20, for a total value of $139,815.60. Following the transaction, the executive vice president owned 51,567 shares in the company, valued at approximately $2,072,993.40. This trade represents a 6.32% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Suzan Kereere sold 37,613 shares of the stock in a transaction dated 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 sale, the insider owned 30,983 shares of the company’s stock, valued at approximately $1,285,484.67. This represents a 54.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 42,304 shares of company stock worth $1,749,493 in the last ninety days. 0.08% of the stock is owned by company insiders.

Analysts Set New Price Targets

PYPL has been the subject of several research analyst reports. Macquarie Infrastructure raised their price target on shares of PayPal from $95.00 to $100.00 and gave the stock an “outperform” rating in a research note on Wednesday, October 29th. Citizens Jmp reissued a “market perform” rating on shares of PayPal in a research report on Wednesday, February 4th. The Goldman Sachs Group lowered their target price on PayPal from $64.00 to $41.00 and set a “sell” rating on the stock in a research note on Wednesday, February 4th. Keefe, Bruyette & Woods increased their price target on PayPal from $85.00 to $90.00 and gave the stock an “outperform” rating in a research note on Wednesday, October 29th. Finally, Daiwa Securities Group decreased their price objective on PayPal from $61.00 to $42.00 and set a “neutral” rating for the company in a report on Tuesday, February 10th. Nine equities research analysts have rated the stock with a Buy rating, thirty have assigned a Hold rating and five have issued a Sell rating to the company’s stock. Based on data from MarketBeat, PayPal has a consensus rating of “Hold” and an average price target of $61.03.

PayPal News Roundup

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Deep‑value / contrarian case: commentators note PYPL trades near IPO‑era levels with a single‑digit P/E and extremely oversold technicals, which could attract value buyers if execution stabilizes. Read More.
• Positive Sentiment: Selective bull views: some analysts and features highlight Venmo, BNPL and PSP growth, strong free cash flow and buybacks/dividend as upside levers if management can defend share and improve conversion. Read More.
• Neutral Sentiment: Mixed market narrative: coverage is split between value‑buyers and skeptics who see the post‑earnings sell‑off as confirmation of secular share loss; that debate is keeping volatility elevated. Read More.
• Neutral Sentiment: Small partner integrations announced (merchant/partner deals) — headline noise for partners but limited near‑term impact on PayPal’s core metrics. Read More.
• Negative Sentiment: Earnings miss, weak guidance and CEO change: Q4 EPS and revenue missed estimates and FY‑2026 guidance disappointed; the abrupt CEO transition amplified concerns and drove the initial sharp share decline. Read More.
• Negative Sentiment: Wave of securities‑fraud filings and investor alerts: multiple law firms have announced class actions covering a defined class period, creating legal overhang and potential expense/distraction for management. Read More.
• Negative Sentiment: Insider selling and leadership turnover: sizable insider sales (including a large sale by Suzan Kereere and a CAO sale) shortly after the weak print raise governance/comfort concerns among some investors. Read More.
• Negative Sentiment: Analyst cuts and competitive pressure: several firms trimmed estimates and targets citing branded‑checkout weakness and take‑rate pressure from competitors (Apple, Stripe), which reduces near‑term upside expectations. Read More.

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.