Greenwich Wealth Management LLC lifted its stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 11.4% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 507,395 shares of the credit services provider’s stock after acquiring an additional 51,872 shares during the quarter. PayPal comprises about 0.8% of Greenwich Wealth Management LLC’s investment portfolio, making the stock its 24th biggest holding. Greenwich Wealth Management LLC owned 0.06% of PayPal worth $21,909,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Bard Associates Inc. bought a new position in shares of PayPal in the fourth quarter valued at $25,000. Caitong International Asset Management Co. Ltd boosted its stake 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 worth $27,000 after acquiring an additional 457 shares in the last quarter. Private Wealth Asset Management LLC grew its holdings in shares of PayPal by 8,700.0% in the 4th quarter. Private Wealth Asset Management LLC now owns 528 shares of the credit services provider’s stock worth $31,000 after acquiring an additional 522 shares during the last quarter. Hilton Head Capital Partners LLC acquired a new position in shares of PayPal in the 4th quarter worth $31,000. Finally, Allied Private Wealth LLC acquired a new stake in shares of PayPal during the second quarter worth $25,000. Institutional investors own 68.32% of the company’s stock.
Insider Activity at PayPal
In other news, insider Frank Keller sold 4,612 shares of the company’s stock in a transaction that occurred on Thursday, September 3rd. The stock was sold at an average price of $55.43, for a total transaction of $255,643.16. Following the completion of the transaction, the insider directly owned 41,567 shares in the company, valued at $2,304,058.81. The trade was a 9.99% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Chris Natali sold 552 shares of the company’s stock in a transaction that occurred on Thursday, September 3rd. The stock was sold at an average price of $54.80, for a total value of $30,249.60. Following the transaction, the chief accounting officer owned 2,400 shares of the company’s stock, valued at approximately $131,520. This trade represents a 18.70% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 14,774 shares of company stock worth $848,095 in the last 90 days. 0.63% of the stock is owned by company insiders.
PayPal Stock Down 1.2%
PayPal (NASDAQ:PYPL – Get Free Report) last posted its quarterly earnings results on Tuesday, July 28th. The credit services provider reported $1.38 earnings per share for the quarter, topping analysts’ consensus estimates of $1.28 by $0.10. The business had revenue of $8.68 billion for the quarter, compared to the consensus estimate of $8.47 billion. PayPal had a net margin of 14.36% and a return on equity of 24.39%. PayPal’s revenue for the quarter was up 4.8% compared to the same quarter last year. During the same period in the prior year, the business posted $1.40 earnings per share. As a group, equities research analysts expect that PayPal Holdings, Inc. will post 5.38 EPS for the current year.
PayPal Announces Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Friday, September 25th. Investors of record on Friday, September 4th were given a dividend of $0.14 per share. This represents a $0.56 annualized dividend and a dividend yield of 1.0%. The ex-dividend date of this dividend was Friday, September 4th. PayPal’s payout ratio is currently 10.59%.
Key Headlines Impacting PayPal
Here are the key news stories impacting PayPal this week:
- Positive Sentiment: PayPal’s turnaround case includes stronger Venmo monetization, operating-cost savings, a new CEO and investments in AI-enabled commerce. A reported partnership with Meta for Muse AI has also provided a recent catalyst by raising expectations for future payment opportunities. PayPal’s Turnaround Plan Depends on Venmo’s Monetization and Operational Efficiencies
- Positive Sentiment: PayPal’s low valuation, strong cash flow and possible takeover interest—including previously reported interest from Advent International—could provide downside support if management delivers on its turnaround strategy. Is PayPal a Deep Value Play Right Now?
- Neutral Sentiment: Recent comparisons with Upstart frame PayPal as a more established but slower-growth fintech: Venmo expansion and efficiency improvements are positives, while Upstart’s AI-driven lending growth carries greater credit-market risk. PayPal vs. Upstart: Which Fintech Stock Is Better to Consider?
- Neutral Sentiment: Third-party developments involving FreeFunder’s fee-free crowdfunding and IPQS’s expanded fraud-prevention integrations with PayPal may modestly improve ecosystem reach, but neither announcement appears financially material in the near term. FreeFunder Eliminates Payment Processing Fees
- Negative Sentiment: The main bearish argument is that deteriorating margins could offset renewed transaction growth. Analysts and investors remain concerned that PayPal’s core branded checkout business is losing momentum and that its economic moat may be narrowing, limiting the value of the low earnings multiple. PayPal: Deteriorating Margins Negate Renewed Growth Opportunities
- Negative Sentiment: Recent weakness reflects broader market pressure and uncertainty over macroeconomic conditions; takeover speculation has generated attention but does not address the company’s underlying margin and growth challenges. PayPal Falls More Steeply Than Broader Market
Wall Street Analyst Weigh In
Several analysts have issued reports on PYPL shares. Susquehanna boosted their price objective on PayPal from $63.00 to $67.00 and gave the stock a “positive” rating in a report on Wednesday, July 29th. Argus set a $70.00 target price on shares of PayPal in a research report on Wednesday, July 29th. William Blair reissued a “market perform” rating on shares of PayPal in a research report on Wednesday, July 15th. BTIG Research restated a “neutral” rating on shares of PayPal in a report on Wednesday, July 15th. Finally, BNP Paribas Exane upped their price target on shares of PayPal from $43.50 to $52.00 and gave the company a “neutral” rating in a research report on Tuesday, July 21st. Nine 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 stock. According to MarketBeat.com, PayPal currently has a consensus rating of “Hold” and a consensus target price of $56.31.
Read Our Latest Stock Analysis on PYPL
PayPal Profile
PayPal Holdings, Inc operates a global digital payments platform that enables consumers and businesses to send, receive, and manage money online and through mobile devices. Its services support online checkout, peer-to-peer payments, money transfers, digital wallets, and payment processing for merchants.
The company’s principal consumer brands include PayPal and Venmo, while its merchant and commerce offerings include Braintree, PayPal Zettle, and PayPal Complete Payments. PayPal also operates Xoom, a service for international money transfers, and Honey, a shopping and rewards platform.
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