Sage Rhino Capital LLC Takes Position in PayPal Holdings, Inc. $PYPL

Sage Rhino Capital LLC purchased a new position in PayPal Holdings, Inc. (NASDAQ:PYPL) in the 4th quarter, HoldingsChannel reports. The fund purchased 16,090 shares of the credit services provider’s stock, valued at approximately $939,000.

A number of other hedge funds also recently bought and sold shares of the company. Brighton Jones LLC increased its position in shares of PayPal by 15.2% during the fourth 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 purchased a new stake in PayPal during the 4th quarter valued at $248,000. Sivia Capital Partners LLC boosted its stake in PayPal by 41.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,470 shares of the credit services provider’s stock valued at $332,000 after purchasing an additional 1,310 shares during the last quarter. United Bank increased its holdings 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 purchasing an additional 4,974 shares in the last quarter. Finally, Federated Hermes Inc. increased its holdings in shares of PayPal by 17.9% in the 2nd quarter. Federated Hermes Inc. now owns 18,909 shares of the credit services provider’s stock worth $1,405,000 after purchasing an additional 2,865 shares in the last quarter. Institutional investors own 68.32% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on PYPL. Evercore lowered their price target on PayPal from $65.00 to $40.00 and set an “in-line” rating on the stock in a report on Tuesday, February 3rd. BTIG Research reissued a “neutral” rating on shares of PayPal in a research report on Tuesday, February 3rd. Rothschild & Co Redburn lowered their target price on shares of PayPal from $50.00 to $32.00 and set a “sell” rating on the stock in a research note on Wednesday, February 11th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of PayPal in a report on Thursday, January 22nd. Finally, HSBC lowered shares of PayPal from a “buy” rating to a “hold” rating and set a $47.00 price target for the company. in a research note on Wednesday, February 4th. Seven analysts have rated the stock with a Buy rating, thirty-three have assigned a Hold rating and five have given a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $56.55.

Insiders Place Their Bets

In related news, CAO Chris Natali sold 2,208 shares of the stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $44.73, for a total value of $98,763.84. Following the completion of the sale, the chief accounting officer directly owned 1,140 shares of the company’s stock, valued at approximately $50,992.20. This represents a 65.95% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Suzan Kereere sold 13,515 shares of the firm’s stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $46.02, for a total transaction of $621,960.30. Following the sale, the insider owned 30,983 shares in the company, valued at approximately $1,425,837.66. The trade was a 30.37% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 87,608 shares of company stock worth $3,831,535 over the last quarter. 0.63% of the stock is currently owned by corporate insiders.

More PayPal News

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal launched “PayPal Ads ID,” a deterministic advertising identifier built on verified PayPal and Venmo accounts — a meaningful diversification path into ad tech that could unlock new revenue and improve monetization of transaction data. PayPal Brings New Commerce-Grade Identity Solution to Advertising Industry
• Positive Sentiment: Analysts and commentators (e.g., The Motley Fool) are flagging PYPL as a bargain with tangible catalysts — Ads ID, Venmo expansion and AI/commerce initiatives — that could fuel a multi-quarter recovery if execution improves. 2 Top Bargain Stocks Ready for a Bull Run
• Neutral Sentiment: BMO Capital issued a new rating on PYPL; fresh analyst coverage can change short-term flows but the specifics and catalyst timing are what matter for the stock. PayPal Receives a New Rating from BMO Capital
• Neutral Sentiment: Timing risk: PayPal rolled out Ads ID just days before its new CEO faces the first quarterly earnings report under new leadership — good PR but raises near-term execution scrutiny. PayPal Launches Ads ID Days Before New CEO First Earnings Test
• Negative Sentiment: Multiple earnings previews expect Q1 results to decline and flag PayPal as lacking the setup for an earnings beat — this is driving short-term selling pressure. Earnings Preview: Paypal (PYPL) Q1 Earnings Expected to Decline
• Negative Sentiment: Strategic risk: analysis warns that structural shifts (the “agentic shopping” / AI commerce trend) could erode PayPal’s merchant economics and margins if PayPal fails to adapt quickly. PayPal Profit Engine Could Be Threatened By Agentic Shopping Revolution
• Negative Sentiment: Regulatory risk: proposed federal legislation (PACE Act) would impose registration, reserve and reporting requirements on large payment providers — potential headwinds to capital/reserve use and margins if enacted. New Bill: Payments Access and Consumer Efficiency Act of 2026

PayPal Stock Performance

Shares of NASDAQ PYPL opened at $49.64 on Wednesday. PayPal Holdings, Inc. has a 12-month low of $38.46 and a 12-month high of $79.50. The firm has a market capitalization of $44.66 billion, a price-to-earnings ratio of 9.18, a price-to-earnings-growth ratio of 1.43 and a beta of 1.40. The company has a current ratio of 1.29, a quick ratio of 1.29 and a debt-to-equity ratio of 0.49. The firm has a 50 day moving average of $46.27 and a 200 day moving average of $54.69.

PayPal (NASDAQ:PYPL) last issued its quarterly earnings results on Tuesday, February 3rd. The credit services provider reported $1.23 earnings per share for the quarter, missing the consensus estimate of $1.29 by ($0.06). PayPal had a return on equity of 25.42% and a net margin of 15.77%.The business had revenue of $8.68 billion for the quarter, compared to analysts’ expectations of $8.82 billion. During the same quarter in the prior year, the business earned $1.19 EPS. The company’s revenue was up 4.0% compared to the same quarter last year. On average, research analysts anticipate that PayPal Holdings, Inc. will post 5.32 earnings per share for the current year.

PayPal Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, March 25th. Shareholders of record on Wednesday, March 4th were issued a dividend of $0.14 per share. This represents a $0.56 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend was 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.