Sei Investments Co. Boosts Stock Holdings in PayPal Holdings, Inc. $PYPL

Sei Investments Co. boosted its position in PayPal Holdings, Inc. (NASDAQ:PYPL) by 19.1% during the first quarter, Holdings Channel.com reports. The fund owned 402,646 shares of the credit services provider’s stock after purchasing an additional 64,579 shares during the quarter. Sei Investments Co.’s holdings in PayPal were worth $18,213,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Bard Associates Inc. purchased a new stake in shares of PayPal in the fourth quarter worth about $25,000. Caitong International Asset Management Co. Ltd raised its holdings in shares of PayPal by 15,233.3% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 460 shares of the credit services provider’s stock valued at $27,000 after buying an additional 457 shares during the period. Safe Harbor Fiduciary LLC purchased a new stake in shares of PayPal during the 4th quarter valued at about $28,000. Kelleher Financial Advisors acquired a new position in PayPal during the 3rd quarter worth approximately $30,000. Finally, Advocate Investing Services LLC purchased a new position in PayPal in the 4th quarter worth approximately $30,000. Hedge funds and other institutional investors own 68.32% of the company’s stock.

Insider Activity

In related news, insider Frank Keller sold 4,612 shares of the business’s stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $42.54, for a total transaction of $196,194.48. Following the completion of the sale, the insider owned 41,567 shares of the company’s stock, valued at $1,768,260.18. This represents a 9.99% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Suzan Kereere sold 3,379 shares of the stock in a transaction dated Wednesday, June 3rd. The stock was sold at an average price of $42.79, for a total transaction of $144,587.41. Following the sale, the insider owned 30,983 shares in the company, valued at approximately $1,325,762.57. This trade represents a 9.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 8,543 shares of company stock valued at $364,325 over the last ninety days. Company insiders own 0.63% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on PYPL shares. BMO Capital Markets started coverage on shares of PayPal in a research note on Tuesday, April 21st. They issued a “market perform” rating and a $52.00 target price for the company. Needham & Company LLC reiterated a “hold” rating on shares of PayPal in a report on Tuesday, May 5th. Piper Sandler decreased their price objective on shares of PayPal from $46.00 to $42.00 and set a “neutral” rating for the company in a research report on Monday, June 29th. Wells Fargo & Company raised their target price on PayPal from $48.00 to $56.00 and gave the company an “equal weight” rating in a research note on Wednesday. Finally, Bank of America dropped their target price on PayPal from $55.00 to $53.00 and set a “neutral” rating on the stock in a research report on Wednesday, May 6th. Nine equities research analysts have rated the stock with a Buy rating, thirty-four have assigned a Hold rating and four have issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $55.50.

PayPal Price Performance

Shares of PYPL opened at $58.35 on Thursday. PayPal Holdings, Inc. has a 52 week low of $38.46 and a 52 week high of $79.21. The company has a current ratio of 1.29, a quick ratio of 1.26 and a debt-to-equity ratio of 0.55. The firm has a market cap of $51.47 billion, a price-to-earnings ratio of 11.03, a PEG ratio of 1.46 and a beta of 1.33. The stock has a 50 day moving average of $46.50 and a 200-day moving average of $47.02.

PayPal (NASDAQ:PYPL) last posted its quarterly earnings results on Tuesday, July 28th. The credit services provider reported $1.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.28 by $0.10. The business had revenue of $8.68 billion for the quarter, compared to analyst estimates of $8.47 billion. PayPal had a return on equity of 24.39% and a net margin of 14.36%.The business’s revenue was up 4.8% compared to the same quarter last year. During the same period in the prior year, the company posted $1.40 EPS. As a group, analysts forecast that PayPal Holdings, Inc. will post 5.31 EPS for the current year.

PayPal Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, September 25th. Stockholders of record on Friday, September 4th will be issued a $0.14 dividend. The ex-dividend date of this dividend is Friday, September 4th. This represents a $0.56 annualized dividend and a dividend yield of 1.0%. PayPal’s payout ratio is 10.51%.

Trending Headlines about PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal reported second-quarter adjusted EPS of $1.38, above the $1.28 consensus, while revenue rose 4.8% year over year to $8.68 billion, exceeding the $8.47 billion estimate. Total payment volume increased 10% to $486.4 billion. PayPal Reports Second Quarter 2026 Results
• Positive Sentiment: Management raised its full-year adjusted earnings outlook to $5.38 per share and highlighted improving branded checkout, Venmo growth, cost savings and investments in AI, digital identity and stablecoin-enabled payments. The guidance increase supports the view that CEO Enrique Lores’ turnaround is gaining traction. PayPal’s Q2 Earnings Call Focuses on Checkout Stability
• Positive Sentiment: Several analysts raised their price targets following the results. Keefe, Bruyette & Woods moved its target to $70 and upgraded PayPal to Outperform, while JPMorgan raised its target to $65 and retained a Neutral rating. PayPal also declared a quarterly dividend of $0.14 per share and repurchased approximately $1.5 billion of stock.
• Neutral Sentiment: Takeover speculation remains a catalyst. Stripe and Advent International reportedly offered $60.50 per share, but PayPal’s board viewed the proposal as too low. The company appears open to a higher offer while continuing its standalone turnaround, leaving investors to balance potential deal value against execution of the recovery plan. PayPal Leaves the Door Open to a Higher Takeover Offer
• Negative Sentiment: Wall Street remains divided. Goldman Sachs issued a Sell warning, while Wells Fargo, Baird, Canaccord, TD Cowen and other firms maintained Neutral or Hold ratings, citing slower branded-checkout growth, margin pressure from investment spending, competitive threats and execution risk. Several targets remain below the current share price. PayPal Stock Splits Wall Street

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.