Victory Capital Management Inc. Lowers Stock Position in PayPal Holdings, Inc. $PYPL

Victory Capital Management Inc. trimmed its position in PayPal Holdings, Inc. (NASDAQ:PYPL) by 3.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,549,380 shares of the credit services provider’s stock after selling 111,729 shares during the quarter. Victory Capital Management Inc. owned about 0.38% of PayPal worth $238,829,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in PYPL. National Pension Service lifted its holdings in PayPal by 1.8% during the 3rd quarter. National Pension Service now owns 2,855,897 shares of the credit services provider’s stock valued at $191,516,000 after buying an additional 51,268 shares in the last quarter. Merit Financial Group LLC increased its position in shares of PayPal by 15.5% during the third quarter. Merit Financial Group LLC now owns 164,901 shares of the credit services provider’s stock worth $11,058,000 after acquiring an additional 22,139 shares during the period. Nordea Investment Management AB raised its stake in shares of PayPal by 7.9% during the third quarter. Nordea Investment Management AB now owns 4,292,583 shares of the credit services provider’s stock valued at $291,338,000 after acquiring an additional 313,180 shares in the last quarter. Rakuten Investment Management Inc. bought a new stake in shares of PayPal during the third quarter valued at approximately $13,210,000. Finally, Ariose Capital Management Ltd boosted its holdings in shares of PayPal by 347.0% in the third quarter. Ariose Capital Management Ltd now owns 193,100 shares of the credit services provider’s stock valued at $12,949,000 after purchasing an additional 149,898 shares during the period. Institutional investors own 68.32% of the company’s stock.

Insider Buying and Selling at PayPal

In related news, insider Suzan Kereere sold 37,613 shares of the business’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $41.49, for a total transaction of $1,560,563.37. Following the completion of the transaction, the insider directly owned 30,983 shares in the company, valued at $1,285,484.67. The trade was a 54.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CAO Chris Natali sold 1,213 shares of the company’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $40.49, for a total transaction of $49,114.37. Following the completion of the sale, the chief accounting officer directly owned 404 shares in the company, valued at approximately $16,357.96. The trade was a 75.02% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 42,304 shares of company stock worth $1,749,493. Company insiders own 0.08% of the company’s stock.

PayPal Stock Performance

Shares of PYPL stock opened at $46.38 on Wednesday. The business has a fifty day moving average of $51.03 and a 200 day moving average of $60.99. PayPal Holdings, Inc. has a 1 year low of $38.46 and a 1 year high of $79.50. The company has a debt-to-equity ratio of 0.49, a current ratio of 1.29 and a quick ratio of 1.29. The firm has a market capitalization of $42.70 billion, a price-to-earnings ratio of 8.57, a price-to-earnings-growth ratio of 1.19 and a beta of 1.43.

PayPal (NASDAQ:PYPL) last announced its quarterly earnings data on Tuesday, February 3rd. The credit services provider reported $1.23 earnings per share for the quarter, missing analysts’ consensus estimates of $1.29 by ($0.06). PayPal had a net margin of 15.77% and a return on equity of 25.42%. The firm had revenue of $8.68 billion during the quarter, compared to analyst estimates of $8.82 billion. During the same period in the prior year, the company posted $1.19 earnings per share. The firm’s revenue for the quarter was up 4.0% on a year-over-year basis. As a group, research analysts expect that PayPal Holdings, Inc. will post 5.03 earnings per share for the current year.

PayPal Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, March 25th. Shareholders of record on Wednesday, March 4th will be given a dividend of $0.14 per share. The ex-dividend date of this dividend is Wednesday, March 4th. This represents a $0.56 dividend on an annualized basis and a yield of 1.2%. PayPal’s dividend payout ratio (DPR) is currently 10.35%.

Wall Street Analyst Weigh In

Several research analysts have commented on the company. Compass Point upgraded PayPal from a “sell” rating to a “neutral” rating and set a $51.00 price objective on the stock in a report on Wednesday, February 4th. Dbs Bank upgraded PayPal to a “hold” rating in a report on Friday, February 6th. Deutsche Bank Aktiengesellschaft lowered their price objective on shares of PayPal from $75.00 to $65.00 and set a “hold” rating for the company in a research note on Friday, December 5th. President Capital cut their target price on shares of PayPal from $91.00 to $80.00 and set a “buy” rating on the stock in a research report on Tuesday, November 25th. Finally, Rothschild & Co Redburn reduced their price target on shares of PayPal from $50.00 to $32.00 and set a “sell” rating for the company in a report on Wednesday, February 11th. Eight investment analysts have rated the stock with a Buy rating, thirty-one have given a Hold rating and six have issued a Sell rating to the company. Based on data from MarketBeat, PayPal currently has a consensus rating of “Hold” and a consensus price target of $59.55.

More PayPal News

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Partnership to speed freight settlements — PayPal and TCS Blockchain launched a solution to let carriers settle freight invoices using PayPal USD on blockchain rails, promising faster/cheaper settlement and potential new revenue/use cases for PayPal’s stablecoin and B2B payments footprint. PayPal and TCS Blockchain Modernize Logistics Payments
• Positive Sentiment: New merchant integrations expand reach — CellPoint Digital integrated PayPal into its payment orchestration platform, making PayPal easier for travel and retail merchants to enable globally, which can boost payment volume and acceptance. CellPoint Digital and PayPal Partner
• Positive Sentiment: Bullish analysis highlights catalysts — A Seeking Alpha piece argues PayPal is attractive (arguing upside and multiple catalysts), which can support bullish investor interest and help sentiment. PayPal Is Attractive At $70…
• Neutral Sentiment: Buyout rumors linger — Media coverage is rehashing takeover interest in PayPal (potential bidders discussed). Rumors can boost volatility and buy-side speculation but are unconfirmed. PayPal Buyout Rumors
• Neutral Sentiment: Analyst stance remains cautious — KGI reaffirmed a neutral rating with a ~$55 target; other shops (Bernstein) see limited upside. Analyst caution limits sustained rallies absent clearer growth signs. KGI Neutral Rating
• Neutral Sentiment: Recent earnings showed a modest revenue/EPS miss and slower growth trends—this remains the underlying operational backdrop investors are weighing alongside partnership news. (Earnings release context reflected in recent analyst commentary.)
• Negative Sentiment: Wave of securities class-action filings and law-firm notices — Multiple firms have filed or solicited lead-plaintiff interest alleging misleading statements about growth/projections; this raises legal risk, potential costs, and governance scrutiny. RGRD Law Class Action Notice
• Negative Sentiment: Market reaction to analyst actions and macro sell-off — Coverage notes a sell-off and references a KGI neutral/downgrade that overshadowed partnership news, pressuring the stock in the short term. What’s Going On With PayPal Stock Today?
• Negative Sentiment: Critical analyst pieces highlight structural issues — Several commentaries argue PayPal faces structural growth/pricing challenges and limited moat, which can weigh on longer-term multiples if execution doesn’t improve. PayPal: The Story Of A Troublesome Stock

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.