Manhattan West Asset Management LLC Buys New Holdings in PayPal Holdings, Inc. $PYPL

Manhattan West Asset Management LLC purchased a new position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) in the second quarter, Holdings Channel.com reports. The firm purchased 13,189 shares of the credit services provider’s stock, valued at approximately $570,000.

Several other large investors have also modified their holdings of PYPL. Bard Associates Inc. purchased a new stake in PayPal in the fourth quarter valued at approximately $25,000. Allied Private Wealth LLC acquired a new stake in PayPal in the second quarter valued at about $25,000. Robinswood Financial LLC purchased a new stake in shares of PayPal in the first quarter valued at approximately $26,000. Caitong International Asset Management Co. Ltd grew 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 purchasing an additional 457 shares during the period. Finally, Mowery & Schoenfeld Wealth Management LLC acquired a new position in PayPal during the second quarter worth about $27,000. Institutional investors and hedge funds own 68.32% of the company’s stock.

PayPal News Roundup

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

PayPal Stock Performance

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

PayPal (NASDAQ:PYPL) last announced its quarterly earnings results on Tuesday, July 28th. The credit services provider reported $1.38 earnings per share (EPS) for the quarter, topping 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 company had revenue of $8.68 billion during the quarter, compared to analyst estimates of $8.47 billion. During the same quarter in the previous year, the firm posted $1.40 EPS. The firm’s quarterly revenue was up 4.8% on a year-over-year basis. On average, research analysts predict that PayPal Holdings, Inc. will post 5.38 EPS for the current year.

PayPal Dividend Announcement

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

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on the stock. BNP Paribas Exane raised their target price on shares of PayPal from $43.50 to $52.00 and gave the company a “neutral” rating in a report on Tuesday, July 21st. Morgan Stanley set a $45.00 target price on PayPal in a research report on Wednesday, July 29th. Argus set a $70.00 price target on shares of PayPal in a report on Wednesday, July 29th. JPMorgan Chase & Co. increased their target price on shares of PayPal from $46.00 to $65.00 and gave the stock a “neutral” rating in a research report on Wednesday, July 29th. Finally, Robert W. Baird upped their target price on PayPal from $50.00 to $57.00 and gave the stock a “neutral” rating in a research report on Wednesday, July 29th. Nine research analysts have rated the stock with a Buy rating, thirty-four have issued a Hold rating and four have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $56.28.

Insider Activity

In other PayPal news, CAO Chris Natali sold 1,337 shares of the firm’s stock in a transaction dated Wednesday, July 29th. The stock was sold at an average price of $58.10, for a total transaction of $77,679.70. Following the completion of the sale, the chief accounting officer directly owned 2,216 shares in the company, valued at approximately $128,749.60. This trade represents a 37.63% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Suzan Kereere sold 4,162 shares of PayPal 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 sale, the insider directly owned 30,983 shares of the company’s stock, valued at $1,888,723.68. This trade represents a 11.84% 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 14,774 shares of company stock worth $738,249 over the last quarter. Corporate insiders own 0.63% of the company’s stock.

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.