Clark Capital Management Group Inc. Purchases 15,343 Shares of PayPal Holdings, Inc. $PYPL

Clark Capital Management Group Inc. grew its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 2.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 777,490 shares of the credit services provider’s stock after acquiring an additional 15,343 shares during the period. Clark Capital Management Group Inc. owned about 0.08% of PayPal worth $52,138,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the company. Brighton Jones LLC increased its holdings in PayPal by 15.2% during the 4th quarter. Brighton Jones LLC now owns 6,989 shares of the credit services provider’s stock valued at $596,000 after purchasing an additional 924 shares during the period. Revolve Wealth Partners LLC purchased a new stake in PayPal in the 4th quarter worth approximately $248,000. Sivia Capital Partners LLC lifted its holdings in PayPal by 41.5% in 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% in 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 last quarter. Finally, Boston Partners purchased a new position in shares of PayPal during the second quarter valued at approximately $939,000. 68.32% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

PYPL has been the subject of a number of recent analyst reports. Citigroup decreased their target price on PayPal from $60.00 to $42.00 and set a “neutral” rating for the company in a report on Wednesday, February 4th. Morgan Stanley cut their price target on shares of PayPal from $50.00 to $34.00 and set an “underweight” rating on the stock in a report on Wednesday, February 4th. Cantor Fitzgerald decreased their price objective on shares of PayPal from $60.00 to $42.00 and set a “neutral” rating for the company in a report on Monday, February 9th. Dbs Bank raised shares of PayPal to a “hold” rating in a research report on Friday, February 6th. Finally, Wall Street Zen lowered shares of PayPal from a “buy” rating to a “hold” rating in a research note on Sunday, January 18th. Eight investment analysts have rated the stock with a Buy rating, thirty-one have given a Hold rating and six have given a Sell rating to the stock. Based on data from MarketBeat, PayPal currently has an average rating of “Hold” and an average price target of $59.03.

Key Stories Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal has been included in Mastercard’s new crypto partner program alongside firms like Binance and Ripple, which supports its PYUSD/stablecoin and payments roadmap and could help revenue diversification if partnerships scale. Binance, Ripple, PayPal join Mastercard’s 85+ partner crypto initiative
• Positive Sentiment: Valuation looks attractive to some investors and analysts: recent coverage highlights a low P/E and price targets above current levels, which can attract value buyers if execution stabilizes. Why PayPal’s Rally Faded—And What Could Restart It
• Neutral Sentiment: Macro and crypto market moves are creating mixed flows: regulatory alignment between the CFTC and SEC and episodic crypto volatility are shaping sentiment for payments/crypto plays like PayPal. This is a backdrop rather than an immediate company-specific catalyst. Crypto Currents: CFTC affirms crypto oversight alignment with SEC
• Negative Sentiment: Multiple securities class-action filings and numerous law‑firm alerts allege PayPal misled investors about growth and guidance (class period cited Feb 25, 2025–Feb 2, 2026). Firms are soliciting lead‑plaintiff motions with an April 20, 2026 deadline — this litigation wave increases legal risk, potential costs, and investor uncertainty. PayPal Holdings (PYPL) Faces Securities Class Action Amid $9 Billion Market Cap Wipeout, CEO Departure — Hagens Berman
• Negative Sentiment: Competition and management turnover remain immediate execution risks: coverage notes weak Feb results, cautious guidance, and the CEO departure — all drivers behind the recent selloff and continued skepticism until clear operational improvement is shown. Why PayPal’s Rally Faded—And What Could Restart It
• Negative Sentiment: High-profile commentary suggests competitive pressure from other payment/fintech platforms and actions by industry figures (e.g., Elon Musk) could further compress PayPal’s growth in key consumer/payment corridors. Elon Musk just made things uncomfortable for PayPal and Cash App

Insider Transactions at PayPal

In other PayPal news, CAO Chris Natali sold 2,208 shares of PayPal stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $44.73, for a total transaction of $98,763.84. Following the completion of the transaction, the chief accounting officer owned 1,140 shares in the company, valued at approximately $50,992.20. The trade was a 65.95% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Suzan Kereere sold 13,515 shares of the business’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $46.02, for a total value of $621,960.30. Following the completion of the sale, the insider directly owned 30,983 shares in the company, valued at $1,425,837.66. This trade represents a 30.37% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 87,608 shares of company stock valued at $3,831,535 in the last ninety days. 0.08% of the stock is currently owned by corporate insiders.

PayPal Stock Up 1.2%

NASDAQ:PYPL opened at $44.90 on Friday. 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’s 50-day moving average price is $48.91 and its 200-day moving average price is $59.75. The company has a market capitalization of $41.34 billion, a PE ratio of 8.30, a P/E/G ratio of 1.34 and a beta of 1.43. PayPal Holdings, Inc. has a 1-year low of $38.46 and a 1-year high of $79.50.

PayPal (NASDAQ:PYPL) last issued its quarterly earnings results on Tuesday, February 3rd. The credit services provider reported $1.23 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.29 by ($0.06). The business had revenue of $8.68 billion for the quarter, compared to analysts’ expectations of $8.82 billion. PayPal had a net margin of 15.77% and a return on equity of 25.42%. The company’s revenue was up 4.0% on a year-over-year basis. During the same period last year, the business earned $1.19 earnings per share. On average, equities analysts predict that PayPal Holdings, Inc. will post 5.03 EPS for the current fiscal year.

PayPal Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, March 25th. Stockholders of record on Wednesday, March 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 Wednesday, March 4th. PayPal’s payout ratio is currently 10.35%.

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.