1834 Investment Advisors Co. Increases Stake in PayPal Holdings, Inc. $PYPL

1834 Investment Advisors Co. increased its stake in PayPal Holdings, Inc. (NASDAQ:PYPL) by 22.2% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 6,976 shares of the credit services provider’s stock after buying an additional 1,267 shares during the period. 1834 Investment Advisors Co.’s holdings in PayPal were worth $518,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. AQR Capital Management LLC increased its stake in PayPal by 15.8% in the 1st quarter. AQR Capital Management LLC now owns 3,501,936 shares of the credit services provider’s stock worth $224,001,000 after buying an additional 476,763 shares during the period. Allianz SE increased its stake in PayPal by 281.8% in the 1st quarter. Allianz SE now owns 30,338 shares of the credit services provider’s stock worth $1,980,000 after buying an additional 22,392 shares during the period. Nuveen LLC purchased a new position in PayPal in the 1st quarter worth about $529,264,000. Kingstone Capital Partners Texas LLC purchased a new position in PayPal in the 2nd quarter worth about $3,513,000. Finally, Clearline Capital LP increased its stake in PayPal by 179.8% in the 1st quarter. Clearline Capital LP now owns 300,340 shares of the credit services provider’s stock worth $19,597,000 after buying an additional 193,000 shares during the period. Hedge funds and other institutional investors own 68.32% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts recently commented on the stock. BMO Capital Markets reaffirmed a “market perform” rating on shares of PayPal in a research note on Tuesday, July 29th. Royal Bank Of Canada reiterated an “outperform” rating and set a $88.00 target price on shares of PayPal in a report on Thursday, June 26th. JMP Securities dropped their target price on shares of PayPal from $110.00 to $100.00 and set a “market outperform” rating on the stock in a report on Wednesday, July 30th. Morgan Stanley reiterated a “positive” rating on shares of PayPal in a report on Wednesday, July 30th. Finally, Barclays reiterated an “overweight” rating on shares of PayPal in a report on Tuesday, July 29th. Seventeen analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $84.50.

PayPal Stock Up 0.8%

NASDAQ:PYPL opened at $67.30 on Friday. PayPal Holdings, Inc. has a fifty-two week low of $55.85 and a fifty-two week high of $93.66. The stock has a market capitalization of $64.30 billion, a P/E ratio of 14.38, a P/E/G ratio of 1.03 and a beta of 1.43. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.33 and a current ratio of 1.33. The company’s 50-day simple moving average is $69.51 and its 200-day simple moving average is $69.32.

PayPal (NASDAQ:PYPL) last released its quarterly earnings results on Tuesday, July 29th. The credit services provider reported $1.40 earnings per share for the quarter, beating analysts’ consensus estimates of $1.30 by $0.10. PayPal had a net margin of 14.49% and a return on equity of 25.35%. The business had revenue of $8.29 billion for the quarter, compared to analysts’ expectations of $8.08 billion. During the same period last year, the business earned $1.19 EPS. PayPal has set its Q3 2025 guidance at 1.180-1.220 EPS. FY 2025 guidance at 5.150-5.300 EPS. On average, equities analysts anticipate that PayPal Holdings, Inc. will post 5.03 earnings per share for the current fiscal year.

Insider Activity

In other news, insider Suzan Kereere sold 4,162 shares of the firm’s stock in a transaction dated Tuesday, August 19th. The shares were sold at an average price of $69.39, for a total value of $288,801.18. Following the sale, the insider directly owned 48,483 shares in the company, valued at approximately $3,364,235.37. This trade represents a 7.91% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CAO Chris Natali sold 7,102 shares of the firm’s stock in a transaction dated Thursday, July 31st. The shares were sold at an average price of $69.35, for a total transaction of $492,523.70. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 15,102 shares of company stock worth $1,046,607. Corporate insiders own 0.08% of the company’s stock.

PayPal Company Profile

PayPal Holdings, Inc operates a technology platform that enables digital payments on behalf of merchants and consumers worldwide. It operates a two-sided network at scale that connects merchants and consumers that enables its customers to connect, transact, and send and receive payments through online and in person, as well as transfer and withdraw funds using various funding sources, such as bank accounts, PayPal or Venmo account balance, PayPal and Venmo branded credit products comprising its installment products, credit and debit cards, and cryptocurrencies, as well as other stored value products, including gift cards and eligible rewards.