Janus Henderson Group PLC Sells 10,040 Shares of PayPal Holdings, Inc. $PYPL

Janus Henderson Group PLC decreased its holdings in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 8.9% in the 1st quarter, Holdings Channel reports. The institutional investor owned 102,637 shares of the credit services provider’s stock after selling 10,040 shares during the period. Janus Henderson Group PLC’s holdings in PayPal were worth $4,642,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the business. Bard Associates Inc. bought a new position in PayPal in the fourth quarter valued at approximately $25,000. Caitong International Asset Management Co. Ltd raised its position in shares of PayPal by 15,233.3% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 460 shares of the credit services provider’s stock valued at $27,000 after acquiring an additional 457 shares during the last quarter. Safe Harbor Fiduciary LLC acquired a new position in shares of PayPal in the 4th quarter valued at $28,000. Kelleher Financial Advisors acquired a new position in shares of PayPal in the 3rd quarter valued at $30,000. Finally, Advocate Investing Services LLC bought a new position in shares of PayPal in the 4th quarter worth $30,000. 68.32% of the stock is currently owned by institutional investors and hedge funds.

PayPal News Roundup

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Potentially higher takeover offer: PayPal’s board reportedly rejected a $60.50-per-share proposal from Stripe and Advent International as too low. The stock remains below that level, leaving potential upside if the bidders return with an improved offer. PayPal Still Trades Below the $60.50 Bid Its Board Turned Down
• Positive Sentiment: Analyst support: PayPal attracted an analyst upgrade, while Cantor Fitzgerald raised its price target to $60. These actions reinforce the view that the stock’s valuation may not fully reflect its earnings and cash-generation potential. PayPal Trading Up After Analyst Upgrade
• Positive Sentiment: Operational improvement: PayPal exceeded second-quarter expectations with $8.68 billion in revenue and $1.38 in adjusted earnings per share, and raised its 2026 outlook. Investors are watching for progress in branded checkout, Venmo monetization and a return to profitable growth at Braintree. Acquisition Interest Is a Confirmation of How Undervalued This Resilient Company Is
• Positive Sentiment: Greater business-line accountability: Management plans to establish revenue targets for its three core units for the first time, potentially giving investors clearer benchmarks for evaluating the turnaround. PayPal Sets First-Ever Revenue Targets
• Neutral Sentiment: Valuation debate: PayPal screens as inexpensive after a steep multiyear decline, but Wall Street is taking a “prove it” approach. Investors need sustained growth and successful execution before assigning the company a higher valuation. PayPal Stock Looks Undervalued on Earnings but Weaker on Growth
• Negative Sentiment: Growth and margin risks remain: Slower revenue growth, higher technology costs and pressure on consumer spending could limit margins and make it harder for PayPal to justify a materially higher share price.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on PYPL shares. Cantor Fitzgerald lifted their price objective on PayPal from $54.00 to $60.00 and gave the stock a “neutral” rating in a research note on Monday. Deutsche Bank Aktiengesellschaft restated a “hold” rating and set a $45.00 target price on shares of PayPal in a report on Wednesday, July 29th. Robert W. Baird upped their price target on PayPal from $50.00 to $57.00 and gave the company a “neutral” rating in a research note on Wednesday, July 29th. Mizuho increased their price target on shares of PayPal from $50.00 to $60.00 and gave the company a “neutral” rating in a research report on Wednesday, July 29th. Finally, Weiss Ratings reissued a “hold (c-)” rating on shares of PayPal in a research note on Friday, May 8th. Nine equities research analysts have rated the stock with a Buy rating, thirty-four have given a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat.com, PayPal presently has a consensus rating of “Hold” and an average price target of $55.72.

PayPal Stock Up 3.2%

NASDAQ:PYPL opened at $59.78 on Friday. PayPal Holdings, Inc. has a 1 year low of $38.46 and a 1 year high of $79.21. The company has a current ratio of 1.29, a quick ratio of 1.29 and a debt-to-equity ratio of 0.55. The stock has a market cap of $51.14 billion, a price-to-earnings ratio of 11.30, a PEG ratio of 1.41 and a beta of 1.30. The stock has a 50-day moving average price of $48.18 and a two-hundred day moving average price of $47.07.

PayPal (NASDAQ:PYPL) last announced its quarterly earnings results on Tuesday, July 28th. The credit services provider reported $1.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.28 by $0.10. PayPal had a return on equity of 24.39% and a net margin of 14.36%.The company had revenue of $8.68 billion during the quarter, compared to the consensus estimate of $8.47 billion. During the same period in the prior year, the company earned $1.40 earnings per share. The company’s revenue for the quarter was up 4.8% compared to the same quarter last year. As a group, equities analysts expect that PayPal Holdings, Inc. will post 5.37 earnings per share for the current year.

PayPal Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, September 25th. Investors of record on Friday, September 4th will be paid a dividend of $0.14 per share. This represents a $0.56 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date of this dividend is Friday, September 4th. PayPal’s dividend payout ratio is presently 10.59%.

Insiders Place Their Bets

In other PayPal news, CAO Chris Natali sold 1,337 shares of the firm’s stock in a transaction that occurred on Wednesday, July 29th. The shares were sold at an average price of $58.10, for a total transaction of $77,679.70. Following the sale, the chief accounting officer directly owned 2,216 shares in the company, valued at approximately $128,749.60. This trade represents a 37.63% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Suzan Kereere sold 3,379 shares of PayPal stock in a transaction that occurred on Wednesday, June 3rd. The shares were sold at an average price of $42.79, for a total transaction of $144,587.41. Following the completion of the transaction, the insider directly owned 30,983 shares in the company, valued at approximately $1,325,762.57. The trade was a 9.83% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 10,612 shares of company stock worth $484,534. Company insiders own 0.63% of the company’s stock.

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.