Amova Asset Management Americas Inc. Cuts Position in PayPal Holdings, Inc. $PYPL

Amova Asset Management Americas Inc. trimmed its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 8.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 570,731 shares of the credit services provider’s stock after selling 49,658 shares during the period. Amova Asset Management Americas Inc. owned approximately 0.06% of PayPal worth $38,273,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently made changes to their positions in the business. Cloud Capital Management LLC bought a new position in shares of PayPal in the 3rd quarter valued at about $30,000. True Wealth Design LLC raised its position in PayPal by 285.3% during the third quarter. True Wealth Design LLC now owns 524 shares of the credit services provider’s stock valued at $35,000 after purchasing an additional 388 shares during the period. VSM Wealth Advisory LLC bought a new stake in shares of PayPal in the 2nd quarter valued at approximately $36,000. Dagco Inc. boosted its holdings in shares of PayPal by 1,250.0% in the 3rd quarter. Dagco Inc. now owns 540 shares of the credit services provider’s stock worth $36,000 after purchasing an additional 500 shares during the period. Finally, Total Investment Management Inc. bought a new position in PayPal during the second quarter valued at $38,000. 68.32% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several brokerages recently commented on PYPL. TD Cowen reiterated a “hold” rating on shares of PayPal in a report on Tuesday, February 3rd. Wall Street Zen cut PayPal from a “buy” rating to a “hold” rating in a research note on Sunday, January 18th. Robert W. Baird set a $52.00 price target on PayPal in a report on Wednesday, February 4th. Dbs Bank raised shares of PayPal to a “hold” rating in a research note on Friday, February 6th. Finally, Raymond James Financial reiterated a “market perform” rating on shares of PayPal in a report on Monday, February 23rd. Eight equities research analysts have rated the stock with a Buy rating, thirty-one have assigned a Hold rating and six have assigned a Sell rating to the stock. According to MarketBeat.com, PayPal currently has an average rating of “Hold” and a consensus target price of $59.55.

PayPal Trading Up 0.8%

Shares of NASDAQ:PYPL opened at $46.75 on Thursday. The company has a market capitalization of $43.04 billion, a PE ratio of 8.64, a P/E/G ratio of 1.08 and a beta of 1.43. 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 Holdings, Inc. has a 12-month low of $38.46 and a 12-month high of $79.50. The business’s fifty day simple moving average is $50.77 and its 200-day simple moving average is $60.89.

PayPal (NASDAQ:PYPL) last issued its quarterly earnings data on Tuesday, February 3rd. The credit services provider reported $1.23 earnings per share 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 company had revenue of $8.68 billion for the quarter, compared to the consensus estimate of $8.82 billion. During the same period in the previous year, the business earned $1.19 EPS. PayPal’s revenue for the quarter was up 4.0% compared to the same quarter last year. As a group, equities research analysts predict that PayPal Holdings, Inc. will post 5.03 earnings per share for the current fiscal year.

PayPal Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 25th. Stockholders of record on Wednesday, March 4th will be issued a dividend of $0.14 per share. This represents a $0.56 annualized dividend and a dividend yield of 1.2%. The ex-dividend date is Wednesday, March 4th. PayPal’s dividend payout ratio is currently 10.35%.

Key Headlines Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Partnership to speed freight invoice settlements — PayPal’s collaboration with TCS Blockchain to enable digital-asset settlement for freight invoices promises faster, cheaper settlement for carriers, a tangible revenue/utility push into logistics payments. TCS Blockchain and PayPal Drive Financial Innovation
• Positive Sentiment: Expanded merchant integrations — CellPoint Digital integration broadens PayPal’s merchant reach in travel and retail, easing adoption friction and potentially boosting TPV and checkout share. CellPoint Digital and PayPal Partner
• Positive Sentiment: Contrarian bullish research — at least one sell-side/independent piece argues valuation and catalysts make PYPL attractive, offering a counter-narrative that can support upside interest from value/seeking investors. PayPal Is Attractive At $70
• Neutral Sentiment: Buyout/takeover speculation persists — market chatter about potential acquirers (e.g., Stripe interest) adds M&A optionality but is uncertain; such rumors can boost trading but bring little near-term clarity. PayPal Buyout Rumors
• Negative Sentiment: Wave of securities class-action filings — multiple law firms have filed or solicited lead plaintiffs alleging misleading guidance and projections tied to an FY/Q4 shortfall; legal risk increases headline volatility and potential costs. Levi & Korsinsky Announces Filing
• Negative Sentiment: Recent Q4 miss and share weakness — PayPal’s Q4 revenue and EPS missed estimates, sparking a 12‑month low and fresh investor concern about growth trajectory and execution on branded checkout. PayPal Shares Plunge to 12-Month Low
• Negative Sentiment: Analyst caution — Bernstein and other boutiques are cautious/neutral (Bernstein reaffirmed Market Perform with a ~$45 target), citing deteriorating pricing power; downgrades or low price targets limit near-term upside. Bernstein Sees Limited Upside

Insider Buying and Selling

In related news, insider Suzan Kereere sold 37,613 shares of the company’s 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 transaction, the insider directly owned 30,983 shares of the company’s stock, valued at $1,285,484.67. This represents a 54.83% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CAO Chris Natali sold 2,208 shares of the firm’s stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $44.73, for a total value of $98,763.84. Following the completion of the sale, the chief accounting officer directly owned 1,140 shares of the company’s stock, valued at approximately $50,992.20. This represents a 65.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 87,608 shares of company stock worth $3,831,535 in the last ninety days. 0.08% of the stock is owned by insiders.

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.