Focus Partners Advisor Solutions LLC Acquires 11,791 Shares of PayPal Holdings, Inc. $PYPL

Focus Partners Advisor Solutions LLC boosted its holdings in PayPal Holdings, Inc. (NASDAQ:PYPL) by 70.9% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 28,413 shares of the credit services provider’s stock after purchasing an additional 11,791 shares during the quarter. Focus Partners Advisor Solutions LLC’s holdings in PayPal were worth $1,887,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Cloud Capital Management LLC bought a new position in shares of PayPal during the third quarter worth $30,000. True Wealth Design LLC boosted its holdings in shares of PayPal by 285.3% during the 3rd 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 last quarter. VSM Wealth Advisory LLC purchased a new position in shares of PayPal during the second quarter valued at about $36,000. Dagco Inc. increased its holdings in shares of PayPal by 1,250.0% in the third 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 last quarter. Finally, Total Investment Management Inc. purchased a new stake in shares of PayPal in the second quarter worth about $38,000. 68.32% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at PayPal

In other news, EVP Frank Keller sold 29,581 shares of the business’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $46.02, for a total transaction of $1,361,317.62. Following the completion of the sale, the executive vice president directly owned 51,567 shares of the company’s stock, valued at approximately $2,373,113.34. The trade was a 36.45% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through 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 transaction of $98,763.84. Following the completion of the transaction, the chief accounting officer directly owned 1,140 shares in the company, valued at $50,992.20. This represents a 65.95% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 87,608 shares of company stock worth $3,831,535. 0.08% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on PYPL shares. Morgan Stanley cut their price target on PayPal from $50.00 to $34.00 and set an “underweight” rating for the company in a report on Wednesday, February 4th. UBS Group reissued a “neutral” rating and issued a $44.00 target price on shares of PayPal in a report on Wednesday, February 4th. Raymond James Financial reaffirmed a “market perform” rating on shares of PayPal in a research note on Monday, February 23rd. William Blair reissued a “market perform” rating on shares of PayPal in a research note on Tuesday, February 3rd. Finally, TD Cowen restated a “hold” rating on shares of PayPal in a report on Tuesday, February 3rd. Eight investment analysts have rated the stock with a Buy rating, thirty-one have issued a Hold rating and six have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $59.03.

PayPal News Roundup

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 Stock Performance

Shares of NASDAQ:PYPL opened at $47.64 on Friday. 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 company has a market capitalization of $43.86 billion, a price-to-earnings ratio of 8.81, a PEG ratio of 1.22 and a beta of 1.43. The firm’s 50-day moving average is $50.52 and its 200 day moving average is $60.79.

PayPal (NASDAQ:PYPL) last announced its quarterly earnings data on Tuesday, February 3rd. The credit services provider reported $1.23 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.29 by ($0.06). The firm had revenue of $8.68 billion during the quarter, compared to the consensus estimate of $8.82 billion. PayPal had a return on equity of 25.42% and a net margin of 15.77%.The firm’s revenue for the quarter was up 4.0% on a year-over-year basis. During the same period in the previous year, the business earned $1.19 EPS. Research analysts predict that PayPal Holdings, Inc. will post 5.03 EPS for the current year.

PayPal Dividend Announcement

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

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.