Rathbones Group PLC Purchases 81,761 Shares of PayPal Holdings, Inc. $PYPL

Rathbones Group PLC increased its position in PayPal Holdings, Inc. (NASDAQ:PYPL) by 44.8% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 264,325 shares of the credit services provider’s stock after buying an additional 81,761 shares during the period. Rathbones Group PLC’s holdings in PayPal were worth $15,431,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its holdings in PayPal by 6.5% in the fourth quarter. Vanguard Group Inc. now owns 90,376,927 shares of the credit services provider’s stock worth $5,276,205,000 after buying an additional 5,534,462 shares during the last quarter. National Pension Service increased its holdings in PayPal by 1.8% in the third quarter. National Pension Service now owns 2,855,897 shares of the credit services provider’s stock worth $191,516,000 after buying an additional 51,268 shares during the last quarter. Rakuten Investment Management Inc. acquired a new position in PayPal in the third quarter worth approximately $13,210,000. NEOS Investment Management LLC increased its holdings in PayPal by 47.8% in the third quarter. NEOS Investment Management LLC now owns 411,262 shares of the credit services provider’s stock worth $27,579,000 after buying an additional 132,942 shares during the last quarter. Finally, Kovitz Investment Group Partners LLC increased its holdings in PayPal by 21.1% in the third quarter. Kovitz Investment Group Partners LLC now owns 463,701 shares of the credit services provider’s stock worth $31,096,000 after buying an additional 80,744 shares during the last quarter. Institutional investors and hedge funds own 68.32% of the company’s stock.

Analysts Set New Price Targets

Several research firms recently weighed in on PYPL. Deutsche Bank Aktiengesellschaft reduced their target price on PayPal from $50.00 to $45.00 in a report on Monday, May 11th. The Goldman Sachs Group reduced their target price on PayPal from $41.00 to $40.00 in a report on Wednesday, May 6th. HSBC lowered PayPal from a “buy” rating to a “hold” rating and set a $47.00 target price for the company. in a report on Wednesday, February 4th. Citizens Jmp restated a “market perform” rating on shares of PayPal in a report on Wednesday, February 4th. Finally, Loop Capital began coverage on PayPal in a report on Tuesday, March 31st. They issued a “hold” rating and a $46.00 target price for the company. Eight equities research analysts have rated the stock with a Buy rating, thirty-two have issued a Hold rating and five have assigned a Sell rating to the company. Based on data from MarketBeat.com, PayPal currently has an average rating of “Hold” and a consensus price target of $55.85.

PayPal Stock Performance

PYPL opened at $44.28 on Friday. The stock has a market cap of $39.06 billion, a PE ratio of 8.31, a P/E/G ratio of 1.11 and a beta of 1.39. The company has a current ratio of 1.26, a quick ratio of 1.26 and a debt-to-equity ratio of 0.47. PayPal Holdings, Inc. has a 1 year low of $38.46 and a 1 year high of $79.50. The stock’s 50 day simple moving average is $46.43 and its 200-day simple moving average is $52.23.

PayPal (NASDAQ:PYPL) last released its quarterly earnings data on Tuesday, May 5th. The credit services provider reported $1.34 earnings per share (EPS) 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 analysts’ expectations of $8.05 billion. PayPal had a return on equity of 25.02% and a net margin of 15.00%.PayPal’s quarterly revenue was up 7.2% on a year-over-year basis. During the same period in the previous year, the business posted $1.33 earnings per share. Sell-side analysts forecast that PayPal Holdings, Inc. will post 5.3 EPS for the current year.

PayPal Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 25th. Stockholders of record on Thursday, June 4th will be given a dividend of $0.14 per share. The ex-dividend date is Thursday, June 4th. This represents a $0.56 dividend on an annualized basis and a dividend yield of 1.3%. PayPal’s payout ratio is currently 10.51%.

Insider Activity

In other news, CAO Chris Natali sold 1,337 shares of the business’s stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $49.46, for a total transaction of $66,128.02. Following the sale, the chief accounting officer directly owned 1,586 shares in the company, valued at approximately $78,443.56. The trade was a 45.74% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Frank Keller sold 10,732 shares of the business’s stock in a transaction that occurred on Wednesday, April 29th. The shares were sold at an average price of $49.96, for a total value of $536,170.72. Following the sale, the insider owned 41,567 shares in the company, valued at approximately $2,076,687.32. This represents a 20.52% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 57,373 shares of company stock worth $2,684,341. Company insiders own 0.63% of the company’s stock.

PayPal News Roundup

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Shareholders approved PayPal’s 2026 equity incentive plan, which helps the company retain and motivate employees as it continues its turnaround and growth strategy. PayPal Shareholders Approve 2026 Equity Incentive Plan
• Positive Sentiment: PayPal expanded its PYUSD stablecoin to 70 global markets, a move that could strengthen its international payments footprint and support long-term adoption of its crypto-enabled commerce tools. PayPal Unleashes Largest Stablecoin Expansion Yet as PYUSD Hits 70 Countries
• Positive Sentiment: Michael Burry disclosed a new stake in PayPal, which may be boosting sentiment by signaling that a well-known value investor sees upside in the beaten-down stock. PayPal Stock Just Got a Vote of Confidence From Michael Burry
• Neutral Sentiment: Coverage around PayPal’s recent earnings call focused on balancing growth ambitions with near-term strain, suggesting the business is still working through margin and execution pressures rather than delivering a clear new catalyst. PayPal Balances Growth Ambition With Near-Term Strain
• Negative Sentiment: Canaccord reiterated a hold rating and set a $42 price target, below the current trading level, which may cap enthusiasm and reflect ongoing caution about near-term upside. Canaccord Genuity hold rating on PayPal

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.