Elo Mutual Pension Insurance Co Grows Stake in PayPal Holdings, Inc. $PYPL

Elo Mutual Pension Insurance Co lifted its stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 38.5% in the 3rd quarter, HoldingsChannel reports. The firm owned 160,452 shares of the credit services provider’s stock after buying an additional 44,640 shares during the quarter. Elo Mutual Pension Insurance Co’s holdings in PayPal were worth $10,760,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently modified their holdings of PYPL. Brighton Jones LLC increased its stake in shares of PayPal by 15.2% in the fourth quarter. Brighton Jones LLC now owns 6,989 shares of the credit services provider’s stock worth $596,000 after purchasing an additional 924 shares in the last quarter. Revolve Wealth Partners LLC bought a new stake in shares of PayPal during the 4th quarter valued at $248,000. Sivia Capital Partners LLC lifted its holdings in shares of PayPal by 41.5% in the second quarter. Sivia Capital Partners LLC now owns 4,470 shares of the credit services provider’s stock worth $332,000 after buying an additional 1,310 shares in the last quarter. United Bank boosted its position in shares of PayPal by 40.1% in the second quarter. United Bank now owns 17,388 shares of the credit services provider’s stock valued at $1,292,000 after acquiring an additional 4,974 shares during the period. Finally, Assetmark Inc. grew its stake in PayPal by 287.0% during the second quarter. Assetmark Inc. now owns 5,696 shares of the credit services provider’s stock valued at $423,000 after acquiring an additional 4,224 shares in the last quarter. Institutional investors own 68.32% of the company’s stock.

Insider Buying and Selling

In related news, EVP Frank Keller sold 3,478 shares of PayPal stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $40.20, for a total transaction of $139,815.60. Following the completion of the transaction, the executive vice president directly owned 51,567 shares of the company’s stock, valued at $2,072,993.40. This trade represents a 6.32% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider Suzan Kereere sold 37,613 shares of the stock in a transaction dated 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 sale, the insider directly owned 30,983 shares in the company, valued at $1,285,484.67. This trade represents a 54.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 42,304 shares of company stock valued at $1,749,493 over the last ninety days. Company insiders own 0.08% of the company’s stock.

PayPal News Roundup

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Bloomberg/Yahoo reported that Stripe has expressed interest in all or parts of PayPal, reviving takeover speculation and short‑term buying interest from traders hoping for a strategic bid. PayPal Surges on Stripe Acquisition Interest
• Positive Sentiment: PayPal, MoonPay and M0 announced PYUSDx, a developer‑facing platform to issue app‑specific stablecoins backed by PayPal USD — a product extension that could broaden crypto rails and new revenue channels if adoption follows. PayPal, MoonPay and M0 launch PYUSDx
• Neutral Sentiment: Follow‑up reporting (Semafor/TechCrunch) says PayPal may not be actively pursuing a sale and that no formal talks are underway — this tempers deal hopes and makes the takeover angle speculative until confirmed. PayPal might not be looking to sell itself, report
• Negative Sentiment: Multiple law firms have filed or are soliciting plaintiffs in securities class actions against PayPal (lead‑plaintiff deadlines around Apr. 20), creating litigation over disclosures that can pressure the stock and increase potential settlement risk. PYPL Shareholder Action Reminder — Faruqi & Faruqi
• Negative Sentiment: Analysts and independent writeups point to slowing growth, rising credit losses, weaker free cash flow and guidance that disappointed investors — narratives that undercut a sustainable multiple expansion. PayPal: A Textbook Value Trap (Seeking Alpha)
• Negative Sentiment: Sell ratings and critical notes (e.g., Morgan Stanley / TipRanks coverage) highlight competitive pressure (Braintree economics, Venmo monetization) and an unattractive risk/reward that can keep selling pressure under any rally. Sell Rating on PayPal — TipRanks

PayPal Price Performance

PYPL stock opened at $46.21 on Monday. 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’s 50-day moving average price is $51.58 and its two-hundred day moving average price is $61.31. The stock has a market capitalization of $42.54 billion, a price-to-earnings ratio of 8.54, a PEG ratio of 1.21 and a beta of 1.43. PayPal Holdings, Inc. has a 12-month low of $38.46 and a 12-month high of $79.50.

PayPal (NASDAQ:PYPL) last released its quarterly earnings results on Tuesday, February 3rd. The credit services provider reported $1.23 EPS for the quarter, missing analysts’ consensus estimates of $1.29 by ($0.06). PayPal had a net margin of 15.77% and a return on equity of 25.42%. The business had revenue of $8.68 billion for the quarter, compared to the consensus estimate of $8.82 billion. During the same period in the previous year, the company earned $1.19 EPS. The company’s revenue for the quarter was up 4.0% on a year-over-year basis. As a group, equities analysts predict that PayPal Holdings, Inc. will post 5.03 earnings per share for the current year.

PayPal Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 25th. Shareholders of record on Wednesday, March 4th will be issued a $0.14 dividend. The ex-dividend date is Wednesday, March 4th. This represents a $0.56 annualized dividend and a yield of 1.2%. PayPal’s dividend payout ratio (DPR) is 10.35%.

Wall Street Analysts Forecast Growth

Several analysts have issued reports on the stock. Wells Fargo & Company lowered their target price on shares of PayPal from $67.00 to $48.00 and set an “equal weight” rating on the stock in a research note on Wednesday, February 4th. Weiss Ratings reissued a “hold (c)” rating on shares of PayPal in a report on Thursday, January 22nd. Citizens Jmp reiterated a “market perform” rating on shares of PayPal in a research report on Wednesday, February 4th. The Goldman Sachs Group lowered their price objective on shares of PayPal from $64.00 to $41.00 and set a “sell” rating for the company in a report on Wednesday, February 4th. Finally, Wolfe Research reaffirmed a “sell” rating on shares of PayPal in a report on Monday, February 23rd. Eight investment analysts have rated the stock with a Buy rating, thirty have given a Hold rating and six have issued a Sell rating to the stock. Based on data from MarketBeat.com, PayPal has an average rating of “Hold” and a consensus price target of $60.21.

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.