American Century Companies Inc. cut its holdings in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 16.6% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 807,799 shares of the credit services provider’s stock after selling 161,314 shares during the period. American Century Companies Inc. owned approximately 0.09% of PayPal worth $54,171,000 at the end of the most recent reporting period.
Several other large investors have also added to or reduced their stakes in the business. Wedmont Private Capital raised its stake in shares of PayPal by 1.6% in the third quarter. Wedmont Private Capital now owns 9,157 shares of the credit services provider’s stock worth $614,000 after purchasing an additional 142 shares during the last quarter. Dakota Community Bank & Trust NA grew its holdings in PayPal by 8.7% during the second quarter. Dakota Community Bank & Trust NA now owns 1,840 shares of the credit services provider’s stock worth $137,000 after buying an additional 147 shares in the last quarter. Transatlantique Private Wealth LLC raised its position in PayPal by 2.9% in the 3rd quarter. Transatlantique Private Wealth LLC now owns 5,698 shares of the credit services provider’s stock valued at $382,000 after buying an additional 159 shares during the last quarter. WCG Wealth Advisors LLC lifted its stake in PayPal by 1.1% during the 2nd quarter. WCG Wealth Advisors LLC now owns 14,285 shares of the credit services provider’s stock valued at $1,062,000 after acquiring an additional 162 shares in the last quarter. Finally, Sound Income Strategies LLC boosted its holdings in PayPal by 16.5% during the 3rd quarter. Sound Income Strategies LLC now owns 1,185 shares of the credit services provider’s stock worth $79,000 after acquiring an additional 168 shares during the last quarter. Institutional investors own 68.32% of the company’s stock.
PayPal News Summary
Here are the key news stories impacting PayPal this week:
- Positive Sentiment: Partnership expands PYUSD use case — PayPal announced a collaboration with TCS Blockchain to enable digital‑asset settlement of freight invoices, creating a concrete B2B revenue/volume path for PYUSD and invoice processing services. PayPal Joins Forces With TCS Blockchain
- Positive Sentiment: Stablecoin narrative supportive — industry coverage notes PYUSD’s growing relevance as stablecoin supply concentrates among a few large players; that strengthens PayPal’s strategic case for wallet/stablecoin-led payment flows. Stablecoins Market Tightens as Tether and Circle Control 84% of Supply
- Positive Sentiment: Dividend supports income thesis — PayPal recently announced a quarterly dividend, which can modestly broaden the buyer base and signal capital-return discipline. MarketBeat PYPL Coverage
- Neutral Sentiment: New analyst coverage but limited upside — Bank of America started coverage with a “neutral” rating and a $48 target; coverage brings attention but little conviction above current levels. How The Investment Story For PayPal Is Shifting
- Neutral Sentiment: Valuation debate keeps shares volatile — multiple outlets are re‑evaluating PayPal after a sharp multi‑month reset; this drives trading but produces mixed buy/hold conclusions. Evaluating PayPal Valuation
- Negative Sentiment: Legal overhang — Several law firms have filed or solicited plaintiffs for securities class actions tied to PayPal’s guidance/earnings (lead‑plaintiff deadline Apr 20, 2026), creating potential costs, distraction and headline risk. Pomerantz Class Action Notice
- Negative Sentiment: Insider selling — SEC filings show meaningful sales by senior executives (multiple recent sales reported), which can be read as a negative signal for near‑term insider confidence. Insider Selling Alerts
- Negative Sentiment: Earnings miss remains a drag — PayPal’s recent Q4 revenue and EPS miss that pushed shares to a 12‑month low is still cited by analysts and underpins cautious ratings and downward pressure until execution and guidance recover. Q4 Miss and Share Drop
PayPal Price Performance
PayPal (NASDAQ:PYPL – Get Free Report) last announced its quarterly earnings results 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). The business 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%. The business’s quarterly revenue was up 4.0% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.19 earnings per share. Equities analysts forecast that PayPal Holdings, Inc. will post 5.03 EPS for the current year.
PayPal Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Wednesday, March 25th. Stockholders of record on Wednesday, March 4th will be given a $0.14 dividend. The ex-dividend date is Wednesday, March 4th. This represents a $0.56 annualized dividend and a dividend yield of 1.2%. PayPal’s payout ratio is 10.35%.
Insider Activity at PayPal
In other news, EVP Frank Keller sold 29,581 shares of the company’s stock in a transaction dated 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 sale, the executive vice president directly owned 51,567 shares in the company, valued at $2,373,113.34. This represents a 36.45% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, insider Suzan Kereere sold 13,515 shares of the firm’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 transaction of $621,960.30. Following the completion of the transaction, the insider owned 30,983 shares of the company’s stock, valued at $1,425,837.66. This trade represents a 30.37% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 87,608 shares of company stock worth $3,831,535. 0.08% of the stock is owned by company insiders.
Analyst Upgrades and Downgrades
Several analysts have recently commented on PYPL shares. Royal Bank Of Canada lowered their target price on shares of PayPal from $91.00 to $59.00 and set an “outperform” rating for the company in a report on Wednesday, February 4th. Compass Point upgraded shares of PayPal from a “sell” rating to a “neutral” rating and set a $51.00 price objective for the company in a research note on Wednesday, February 4th. Canaccord Genuity Group restated a “hold” rating and issued a $42.00 target price (down from $100.00) on shares of PayPal in a research note on Wednesday, February 4th. President Capital decreased their price target on PayPal from $91.00 to $80.00 and set a “buy” rating for the company in a research report on Tuesday, November 25th. Finally, UBS Group reiterated a “neutral” rating and set a $44.00 price target on shares of PayPal in a report on Wednesday, February 4th. Eight 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. Based on data from MarketBeat, PayPal presently has a consensus rating of “Hold” and a consensus price target of $59.03.
Check Out Our Latest Report on PayPal
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.
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