Fiduciary Alliance LLC Grows Position in PayPal Holdings, Inc. $PYPL

Fiduciary Alliance LLC increased its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 62.7% during the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 288,712 shares of the credit services provider’s stock after buying an additional 111,243 shares during the period. PayPal accounts for 0.9% of Fiduciary Alliance LLC’s holdings, making the stock its 18th biggest position. Fiduciary Alliance LLC’s holdings in PayPal were worth $14,311,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of PYPL. Norges Bank purchased a new stake in PayPal in the 4th quarter worth $949,758,000. Vanguard Group Inc. raised its holdings in PayPal by 6.5% in the 4th quarter. Vanguard Group Inc. now owns 90,376,927 shares of the credit services provider’s stock valued at $5,276,205,000 after acquiring an additional 5,534,462 shares during the last quarter. SG Americas Securities LLC lifted its position in PayPal by 355.1% during the first quarter. SG Americas Securities LLC now owns 4,967,170 shares of the credit services provider’s stock worth $224,665,000 after buying an additional 3,875,688 shares in the last quarter. AQR Capital Management LLC boosted its position in shares of PayPal by 143.4% during the 4th quarter. AQR Capital Management LLC now owns 5,089,586 shares of the credit services provider’s stock valued at $297,130,000 after acquiring an additional 2,998,286 shares during the last quarter. Finally, Dimensional Fund Advisors LP boosted its holdings in PayPal by 35.9% in the 3rd quarter. Dimensional Fund Advisors LP now owns 8,177,536 shares of the credit services provider’s stock valued at $548,520,000 after purchasing an additional 2,160,227 shares during the last quarter. 68.32% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

PYPL has been the topic of several research analyst reports. Daiwa Securities Group upgraded shares of PayPal from a “hold” rating to an “outperform” rating in a report on Wednesday, May 6th. Canaccord Genuity Group reiterated a “hold” rating and issued a $42.00 target price on shares of PayPal in a report on Wednesday, May 20th. KGI Securities reissued a “hold” rating and set a $55.00 target price on shares of PayPal in a research note on Monday, March 2nd. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $59.00 price target on shares of PayPal in a research report on Wednesday, May 6th. Finally, Loop Capital initiated coverage on PayPal in a research note on Tuesday, March 31st. They issued a “hold” rating and a $46.00 price objective for the company. Eight research analysts have rated the stock with a Buy rating, thirty-two have given a Hold rating and five have given a Sell rating to the company’s stock. According to data from MarketBeat, PayPal currently has a consensus rating of “Hold” and an average price target of $55.85.

PayPal Stock Up 1.8%

PYPL opened at $42.47 on Thursday. PayPal Holdings, Inc. has a one year low of $38.46 and a one year high of $79.50. The company has a debt-to-equity ratio of 0.47, a quick ratio of 1.26 and a current ratio of 1.26. The stock has a market capitalization of $37.46 billion, a P/E ratio of 7.97, a price-to-earnings-growth ratio of 1.04 and a beta of 1.34. The business’s 50-day simple moving average is $45.33 and its 200-day simple moving average is $48.75.

PayPal (NASDAQ:PYPL) last released its quarterly earnings results on Tuesday, May 5th. The credit services provider reported $1.34 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.27 by $0.07. The firm had revenue of $8.35 billion for the quarter, compared to the consensus estimate of $8.05 billion. PayPal had a return on equity of 25.02% and a net margin of 15.00%.The firm’s quarterly revenue was up 7.2% compared to the same quarter last year. During the same quarter last year, the business posted $1.33 EPS. Analysts anticipate that PayPal Holdings, Inc. will post 5.3 EPS for the current year.

PayPal Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 25th. Investors of record on Thursday, June 4th will be given a $0.14 dividend. The ex-dividend date is Thursday, June 4th. This represents a $0.56 annualized dividend and a yield of 1.3%. PayPal’s dividend payout ratio is 10.51%.

Key Headlines Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal joined a broader fintech and technology effort to combat illegal wildlife trade financing, highlighting its role in global financial-crime prevention and reinforcing its compliance and responsible-payments profile. PayPal (PYPL) Joins Fintech Push To Disrupt Illegal Wildlife Trade Funding
• Positive Sentiment: PayPal’s new advertising platform is reportedly seeing strong early traction with major retailers, which could open another revenue stream and improve monetization across its ecosystem. PayPal’s (PYPL) New Ad Platform Is a Hit, But Stock Remains a Disaster
• Neutral Sentiment: PayPal and Commerce released research showing consumers are interested in AI-powered “agentic shopping,” but adoption depends on trust, security, and user control; this supports PayPal’s long-term payments relevance but is not an immediate earnings driver. Two-Thirds of Consumers Are Ready to Try Agentic Shopping, but Many Demand Human Approval Before AI Can Buy
• Neutral Sentiment: Analyst and opinion pieces continue to question whether PayPal deserves a premium valuation, reflecting ongoing concern that the stock’s recovery may be limited unless growth reaccelerates. PayPal No Longer Deserves A Premium Valuation. Here’s Why.
• Negative Sentiment: Recent coverage also noted PYPL lagging the broader market in the latest session, reinforcing investor caution around near-term momentum. Paypal (PYPL) Suffers a Larger Drop Than the General Market: Key Insights

Insider Buying and Selling

In other news, insider Suzan Kereere sold 3,379 shares of the company’s stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $42.79, for a total value of $144,587.41. Following the completion of the sale, the insider directly owned 30,983 shares of the company’s stock, valued at approximately $1,325,762.57. This represents a 9.83% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Chris Natali sold 1,337 shares of the firm’s stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $49.46, for a total value of $66,128.02. Following the transaction, the chief accounting officer directly owned 1,586 shares in the company, valued at approximately $78,443.56. This represents a 45.74% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 20,612 shares of company stock worth $966,623 in the last 90 days. Company insiders own 0.63% of the company’s stock.

About PayPal

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.