PayPal Holdings, Inc. $PYPL is Seizert Capital Partners LLC’s 4th Largest Position

Seizert Capital Partners LLC increased its holdings in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 22.5% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 833,784 shares of the credit services provider’s stock after purchasing an additional 152,908 shares during the period. PayPal accounts for 2.7% of Seizert Capital Partners LLC’s investment portfolio, making the stock its 4th largest holding. Seizert Capital Partners LLC owned 0.09% of PayPal worth $61,967,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of the business. 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 valued at $224,001,000 after buying an additional 476,763 shares during the period. Thompson Investment Management Inc. lifted its stake in shares of PayPal by 2.8% in the 2nd quarter. Thompson Investment Management Inc. now owns 154,991 shares of the credit services provider’s stock worth $11,519,000 after acquiring an additional 4,165 shares during the period. Kathmere Capital Management LLC purchased a new stake in shares of PayPal in the second quarter valued at about $325,000. Allianz SE increased its stake in shares of PayPal by 281.8% during the first quarter. Allianz SE now owns 30,338 shares of the credit services provider’s stock worth $1,980,000 after acquiring an additional 22,392 shares during the period. Finally, Nuveen LLC purchased a new position in PayPal during the first quarter worth about $529,264,000. 68.32% of the stock is currently owned by institutional investors and hedge funds.

PayPal Stock Down 1.9%

PYPL opened at $60.70 on Wednesday. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.34 and a current ratio of 1.34. The company has a market cap of $56.79 billion, a price-to-earnings ratio of 12.16, a PEG ratio of 0.91 and a beta of 1.45. PayPal Holdings, Inc. has a one year low of $55.85 and a one year high of $93.66. The business’s fifty day moving average is $68.16 and its two-hundred day moving average is $70.36.

PayPal (NASDAQ:PYPL) last released its quarterly earnings results on Tuesday, October 28th. The credit services provider reported $1.34 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.20 by $0.14. The business had revenue of $8.42 billion during the quarter, compared to the consensus estimate of $8.21 billion. PayPal had a return on equity of 25.64% and a net margin of 14.96%.The business’s revenue was up 7.3% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.20 EPS. PayPal has set its Q4 2025 guidance at 1.270-1.310 EPS. FY 2025 guidance at 5.350-5.390 EPS. Analysts anticipate that PayPal Holdings, Inc. will post 5.03 EPS for the current fiscal year.

PayPal Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, December 10th. Shareholders of record on Wednesday, November 19th will be issued a dividend of $0.14 per share. This represents a $0.56 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date is Wednesday, November 19th.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on the company. KeyCorp reaffirmed a “hold” rating on shares of PayPal in a report on Wednesday, October 22nd. Cowen reissued a “mixed” rating on shares of PayPal in a report on Wednesday, October 29th. The Goldman Sachs Group upped their price objective on PayPal from $70.00 to $72.00 and gave the stock a “sell” rating in a report on Wednesday, October 29th. Needham & Company LLC reissued a “hold” rating on shares of PayPal in a report on Tuesday, October 28th. Finally, Keefe, Bruyette & Woods boosted their target price on shares of PayPal from $85.00 to $90.00 and gave the stock an “outperform” rating in a research report on Wednesday, October 29th. Fifteen investment analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and four have given a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $82.56.

Insider Buying and Selling

In related news, EVP Diego Scotti sold 3,838 shares of PayPal stock in a transaction dated Thursday, October 30th. The stock was sold at an average price of $68.97, for a total transaction of $264,706.86. Following the completion of the sale, the executive vice president owned 16,989 shares in the company, valued at approximately $1,171,731.33. This trade represents a 18.43% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Aaron Webster sold 9,282 shares of the company’s stock in a transaction dated Monday, November 10th. The shares were sold at an average price of $66.29, for a total transaction of $615,303.78. Following the completion of the transaction, the executive vice president owned 35,699 shares in the company, valued at approximately $2,366,486.71. This trade represents a 20.64% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 31,994 shares of company stock worth $2,183,470. 0.08% of the stock is currently owned by corporate insiders.

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.