Securian Asset Management Inc. lessened its stake in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 44.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 25,442 shares of the credit services provider’s stock after selling 20,696 shares during the quarter. Securian Asset Management Inc.’s holdings in PayPal were worth $1,485,000 as of its most recent filing with the Securities and Exchange Commission.
Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in PYPL. Brighton Jones LLC increased its position in PayPal by 15.2% in the 4th quarter. Brighton Jones LLC now owns 6,989 shares of the credit services provider’s stock valued at $596,000 after acquiring an additional 924 shares in the last quarter. Revolve Wealth Partners LLC acquired a new stake in shares of PayPal during the 4th quarter worth approximately $248,000. Sivia Capital Partners LLC grew its position in shares of PayPal by 41.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,470 shares of the credit services provider’s stock worth $332,000 after buying an additional 1,310 shares during the period. United Bank grew its position in shares of PayPal by 40.1% during the 2nd quarter. United Bank now owns 17,388 shares of the credit services provider’s stock worth $1,292,000 after buying an additional 4,974 shares during the period. Finally, Federated Hermes Inc. grew its position in shares of PayPal by 17.9% during the 2nd quarter. Federated Hermes Inc. now owns 18,909 shares of the credit services provider’s stock worth $1,405,000 after buying an additional 2,865 shares during the period. 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: PayPal announced a new multi-year partnership with the Seattle Seahawks, becoming the team’s official fan-to-fan payments and exclusive digital ticket payment processing partner. The deal adds another visible sports-marketing win and expands PayPal’s consumer payment presence. Seattle Seahawks and PayPal announce PayPal as the team’s Official Fan-to-Fan Payments & Exclusive Digital Ticket Payment Processing Partner
- Positive Sentiment: Venmo is rolling out its biggest redesign in years, aiming to make the app more social and easier to use. That could help strengthen engagement within PayPal’s key peer-to-peer payments platform over time. Venmo’s biggest makeover in years comes at a very interesting time
- Neutral Sentiment: Zacks reported that PayPal is attracting investor attention, which signals renewed trading interest but does not by itself change the company’s fundamentals. PayPal Holdings, Inc. (PYPL) is Attracting Investor Attention: Here is What You Should Know
- Neutral Sentiment: One article noted a large increase in short interest, but the data showed zero shares reported, making the signal unclear and likely not meaningful for investors.
- Negative Sentiment: Post-earnings commentary continues to focus on PayPal’s valuation concerns and three persistent business problems weighing on the shares, including disappointment around the latest results. PayPal Faces a Brutal Reality: 3 Real Problems Hurting the Stock Now
- Negative Sentiment: PayPal’s Q1 2026 update was solid on revenue, but GAAP EPS missed expectations, reinforcing concerns that profitability and execution are still not fully convincing the market. Here’s What You Need to Know About PayPal Holdings’ (PYPL) Q1 2026 Earnings
PayPal Stock Performance
PayPal (NASDAQ:PYPL – Get Free Report) last announced its quarterly earnings results on Tuesday, May 5th. The credit services provider reported $1.34 earnings per share for the quarter, beating analysts’ consensus estimates of $1.27 by $0.07. PayPal had a net margin of 15.00% and a return on equity of 25.02%. The firm had revenue of $8.35 billion for the quarter, compared to analyst estimates of $8.05 billion. During the same quarter in the previous year, the firm posted $1.33 earnings per share. The business’s revenue was up 7.2% on a year-over-year basis. On average, analysts forecast that PayPal Holdings, Inc. will post 5.32 EPS for the current fiscal year.
PayPal Dividend Announcement
The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, June 25th. Stockholders of record on Thursday, June 4th will be given a $0.14 dividend. This represents a $0.56 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend is Thursday, June 4th. PayPal’s payout ratio is currently 10.51%.
Analysts Set New Price Targets
Several equities research analysts have recently commented on PYPL shares. Wells Fargo & Company lowered their price target on shares of PayPal from $67.00 to $48.00 and set an “equal weight” rating for the company in a research report on Wednesday, February 4th. Citizens Jmp reiterated a “market perform” rating on shares of PayPal in a research report on Wednesday, February 4th. BNP Paribas Exane lifted their price target on shares of PayPal from $41.00 to $43.50 and gave the stock a “neutral” rating in a research report on Friday, April 10th. Truist Financial lifted their price target on shares of PayPal from $39.00 to $45.00 and gave the stock a “sell” rating in a research report on Friday, April 24th. Finally, Susquehanna lowered their price target on shares of PayPal from $90.00 to $63.00 and set a “positive” rating for the company in a research report on Wednesday, February 4th. Eight investment analysts have rated the stock with a Buy rating, thirty-two have given a Hold rating and five have given a Sell rating to the company. According to MarketBeat.com, PayPal has a consensus rating of “Hold” and an average price target of $56.42.
Get Our Latest Stock Report on PayPal
Insider Transactions at PayPal
In other news, insider Suzan Kereere sold 13,515 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 value of $621,960.30. Following the sale, the insider owned 30,983 shares of the company’s stock, valued at $1,425,837.66. The trade was a 30.37% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CAO Chris Natali sold 1,337 shares of the business’s stock in a transaction on Wednesday, April 29th. The stock was sold at an average price of $49.46, for a total transaction of $66,128.02. Following the completion of the sale, the chief accounting officer directly owned 1,586 shares in the company, valued at approximately $78,443.56. This represents a 45.74% decrease in their position. 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 have sold a total of 96,199 shares of company stock valued at $4,294,018 over the last 90 days. 0.63% of the stock is owned by corporate insiders.
PayPal 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.
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