Green Alpha Advisors LLC Invests $568,000 in PayPal Holdings, Inc. $PYPL

Green Alpha Advisors LLC acquired a new position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) in the second quarter, Holdings Channel.com reports. The fund acquired 13,144 shares of the credit services provider’s stock, valued at approximately $568,000.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its position in PayPal by 6.5% in the 4th quarter. Vanguard Group Inc. now owns 90,376,927 shares of the credit services provider’s stock worth $5,276,205,000 after buying an additional 5,534,462 shares during the last quarter. Rule One Partners LLC bought a new position in PayPal during the fourth quarter valued at approximately $2,043,000. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new position in shares of PayPal during the second quarter worth approximately $97,372,000. S&CO Inc. purchased a new position in shares of PayPal during the second quarter worth approximately $18,827,000. Finally, Swiss National Bank lifted its holdings in shares of PayPal by 4.9% in the 1st quarter. Swiss National Bank now owns 2,608,600 shares of the credit services provider’s stock worth $117,987,000 after acquiring an additional 121,400 shares during the last quarter. 68.32% of the stock is currently owned by hedge funds and other institutional investors.

PayPal Stock Down 1.2%

NASDAQ PYPL opened at $61.55 on Friday. PayPal Holdings, Inc. has a 1 year low of $38.46 and a 1 year high of $79.21. The stock has a market capitalization of $52.65 billion, a PE ratio of 11.64, a PEG ratio of 1.52 and a beta of 1.30. The company has a debt-to-equity ratio of 0.55, a current ratio of 1.29 and a quick ratio of 1.29. The business’s 50-day moving average is $52.13 and its 200 day moving average is $47.51.

PayPal (NASDAQ:PYPL) last released its quarterly earnings results on Tuesday, July 28th. The credit services provider reported $1.38 EPS for the quarter, beating analysts’ consensus estimates of $1.28 by $0.10. PayPal had a return on equity of 24.39% and a net margin of 14.36%.The business had revenue of $8.68 billion during the quarter, compared to analyst estimates of $8.47 billion. During the same quarter in the prior year, the company posted $1.40 EPS. PayPal’s quarterly revenue was up 4.8% compared to the same quarter last year. Sell-side analysts forecast that PayPal Holdings, Inc. will post 5.38 earnings per share for the current year.

PayPal Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, September 25th. Investors of record on Friday, September 4th will be paid a $0.14 dividend. The ex-dividend date of this dividend is Friday, September 4th. This represents a $0.56 dividend on an annualized basis and a yield of 0.9%. PayPal’s dividend payout ratio (DPR) is presently 10.59%.

Insider Buying and Selling

In related news, CAO Chris Natali sold 1,337 shares of PayPal stock in a transaction on Wednesday, July 29th. The shares were sold at an average price of $58.10, for a total value of $77,679.70. Following the sale, the chief accounting officer owned 2,216 shares in the company, valued at $128,749.60. The trade was a 37.63% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Suzan Kereere sold 4,162 shares of the business’s stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $60.96, for a total transaction of $253,715.52. Following the transaction, the insider directly owned 30,983 shares in the company, valued at approximately $1,888,723.68. The trade was a 11.84% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 14,774 shares of company stock valued at $738,249 over the last quarter. 0.63% of the stock is owned by company insiders.

Key Stories Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Venmo’s expansion into college tuition payments could increase transaction volume. PayPal and Venmo are now being integrated with Illumia, Nelnet Campus Commerce and TouchNet, allowing students and families at participating universities to pay tuition and fees through the digital wallets. The initiative adds a potentially recurring, higher-value use case, although transaction fees and adoption will vary by school. PayPal, Venmo connect to colleges
• Positive Sentiment: Agentic payments offer a longer-term growth narrative. PayPal is positioning its platform around AI-enabled commerce, digital identity and automated payments, potentially allowing software agents to complete transactions on behalf of consumers. The strategy could strengthen PayPal’s relevance as commerce evolves, but commercialization and competitive execution remain uncertain. PayPal Agentic Payments: Can They Reshape the Future of Commerce?
• Positive Sentiment: Technical momentum and investor interest remain supportive. PayPal has formed a bullish “golden cross,” while David Einhorn’s reported $61.5 million stake provides additional visibility and may reinforce the turnaround case. David Einhorn’s PayPal Bet Just Flashed a Golden Cross
• Neutral Sentiment: Takeover chatter is supporting the shares but remains unconfirmed. Reports have revived speculation about a potential sale process involving Stripe and Advent International. No offer or transaction has been announced, so any takeover premium is speculative. PayPal Stock Closes Higher Thursday
• Negative Sentiment: The recent rally has increased valuation and execution concerns. Investors are questioning whether PayPal can sustain momentum amid modest underlying revenue growth and intense competition in digital payments and buy-now-pay-later services. A director’s $253,716 sale under a pre-arranged Rule 10b5-1 plan adds a mild cautionary signal, though it is not necessarily an indication of deteriorating business prospects. PayPal Insider Selling

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on the stock. Keefe, Bruyette & Woods upped their price objective on shares of PayPal from $55.00 to $70.00 and gave the company an “outperform” rating in a research note on Wednesday, July 29th. William Blair reissued a “market perform” rating on shares of PayPal in a research note on Wednesday, July 15th. Daiwa Securities Group upgraded shares of PayPal from a “hold” rating to an “outperform” rating in a research report on Wednesday, May 6th. Wells Fargo & Company raised their price objective on PayPal from $48.00 to $56.00 and gave the company an “equal weight” rating in a research note on Wednesday, July 29th. Finally, Truist Financial lifted their price objective on PayPal from $59.00 to $62.00 and gave the stock a “hold” rating in a report on Wednesday. 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, PayPal currently has an average rating of “Hold” and a consensus price target of $56.28.

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.