Bank Julius Baer & Co. Ltd Zurich lessened its holdings in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 22.7% in the fourth quarter, Holdings Channel.com reports. The firm owned 51,434 shares of the credit services provider’s stock after selling 15,109 shares during the period. Bank Julius Baer & Co. Ltd Zurich’s holdings in PayPal were worth $3,003,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other large investors also recently modified their holdings of PYPL. Cloud Capital Management LLC bought a new position in shares of PayPal in the third quarter valued at approximately $30,000. Kelleher Financial Advisors bought a new position in shares of PayPal in the third quarter valued at approximately $30,000. Torren Management LLC bought a new position in shares of PayPal in the fourth quarter valued at approximately $31,000. Strategic Advocates LLC bought a new position in shares of PayPal in the third quarter valued at approximately $38,000. Finally, Steph & Co. boosted its position in shares of PayPal by 103.1% in the fourth quarter. Steph & Co. now owns 656 shares of the credit services provider’s stock valued at $38,000 after acquiring an additional 333 shares during the period. 68.32% of the stock is currently owned by institutional investors.
Analyst Ratings Changes
A number of equities analysts have recently commented on PYPL shares. Compass Point upgraded shares of PayPal from a “sell” rating to a “neutral” rating and set a $51.00 price objective for the company in a research report on Wednesday, February 4th. William Blair restated a “market perform” rating on shares of PayPal in a research report on Tuesday, February 3rd. JPMorgan Chase & Co. cut their price objective on shares of PayPal from $70.00 to $46.00 and set a “neutral” rating for the company in a research report on Wednesday, February 4th. Citizens Jmp reaffirmed a “market perform” rating on shares of PayPal in a research note on Wednesday, February 4th. Finally, KGI Securities reaffirmed a “hold” rating and issued a $55.00 target price on shares of PayPal in a research note on Monday, March 2nd. Eight investment analysts have rated the stock with a Buy rating, thirty-two have issued a Hold rating and five have issued a Sell rating to the company. According to data from MarketBeat, PayPal presently has a consensus rating of “Hold” and an average price target of $55.85.
Insiders Place Their Bets
In other PayPal news, insider Suzan Kereere sold 37,613 shares of PayPal stock in a transaction that occurred 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 transaction, the insider directly owned 30,983 shares of the company’s stock, valued at approximately $1,285,484.67. This trade represents a 54.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CAO Chris Natali sold 2,208 shares of PayPal stock in a transaction that occurred 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 transaction, the chief accounting officer directly owned 1,140 shares in the company, valued at $50,992.20. This trade represents a 65.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 96,199 shares of company stock valued at $4,294,018. 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: Analysts and commentary point to PayPal trading at a discounted valuation, with support from Venmo growth, AI-commerce initiatives, and international expansion; several pieces argue the stock may be too cheap if execution improves. Article Title
- Positive Sentiment: PayPal’s Q1 results beat expectations on revenue and profit, and the company is leaning into a new strategy under its CEO, including AI tools for small businesses and a fee-waiver push that could support merchant growth. Article Title
- Positive Sentiment: PayPal’s partnership with Anthropic to bring AI services to small businesses reinforces its effort to modernize the platform and build new revenue opportunities. Article Title
- Neutral Sentiment: The company reached a $30 million DOJ settlement over a past DEI-related program, removing a legal overhang but also highlighting governance and compliance scrutiny. Article Title
- Neutral Sentiment: Reports that UK regulators are investigating PayPal alongside Mastercard and Visa over digital-wallet competition add uncertainty, but the direct financial impact is still unclear. Article Title
- Negative Sentiment: Some analysts remain skeptical after the earnings call, citing margin pressure, transformation risk, and slower confidence in the turnaround story. Article Title
- Negative Sentiment: Investor reaction to the quarter was muted despite the revenue beat, suggesting the market is still focused on margin trends and execution risk rather than near-term growth. Article Title
PayPal Trading Down 1.4%
Shares of PYPL opened at $44.41 on Friday. The firm’s 50 day simple moving average is $46.61 and its 200 day simple moving average is $53.08. The company has a market capitalization of $39.17 billion, a P/E ratio of 8.33, a P/E/G ratio of 1.13 and a beta of 1.39. The company has a debt-to-equity ratio of 0.47, a current ratio of 1.26 and a quick ratio of 1.26. PayPal Holdings, Inc. has a 1-year low of $38.46 and a 1-year high of $79.50.
PayPal (NASDAQ:PYPL – Get Free Report) last announced its earnings results on Tuesday, May 5th. The credit services provider reported $1.34 earnings per share for the quarter, beating analysts’ consensus estimates of $1.27 by $0.07. The business had revenue of $8.35 billion for the quarter, compared to the consensus estimate of $8.05 billion. PayPal had a net margin of 15.00% and a return on equity of 25.02%. PayPal’s quarterly revenue was up 7.2% on a year-over-year basis. During the same period last year, the firm posted $1.33 earnings per share. Sell-side analysts forecast that PayPal Holdings, Inc. will post 5.3 earnings per share for the current fiscal year.
PayPal Dividend Announcement
The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 25th. Shareholders of record on Thursday, June 4th will be paid a dividend of $0.14 per share. The ex-dividend date of this dividend is Thursday, June 4th. This represents a $0.56 annualized dividend and a dividend yield of 1.3%. PayPal’s dividend payout ratio (DPR) is 10.51%.
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.
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