London & Capital Asset Management Ltd Lowers Stock Position in PayPal Holdings, Inc. $PYPL

London & Capital Asset Management Ltd decreased its position in PayPal Holdings, Inc. (NASDAQ:PYPL) by 71.9% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 28,409 shares of the credit services provider’s stock after selling 72,769 shares during the period. London & Capital Asset Management Ltd’s holdings in PayPal were worth $1,905,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of PYPL. MUFG Securities EMEA plc grew its position in shares of PayPal by 100.4% during the 2nd quarter. MUFG Securities EMEA plc now owns 385 shares of the credit services provider’s stock valued at $29,000 after acquiring an additional 87,524 shares during the period. Cloud Capital Management LLC acquired a new position in PayPal in the 3rd quarter worth about $30,000. True Wealth Design LLC raised its holdings in PayPal by 285.3% in the 3rd quarter. True Wealth Design LLC now owns 524 shares of the credit services provider’s stock worth $35,000 after purchasing an additional 388 shares during the period. VSM Wealth Advisory LLC purchased a new position in PayPal during the second quarter worth approximately $36,000. Finally, Dagco Inc. grew its holdings in PayPal by 1,250.0% in the third quarter. Dagco Inc. now owns 540 shares of the credit services provider’s stock valued at $36,000 after purchasing an additional 500 shares during the period. Institutional investors and hedge funds own 68.32% of the company’s stock.

More PayPal News

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 Trading Up 1.5%

Shares of PYPL opened at $46.21 on Monday. PayPal Holdings, Inc. has a 52-week low of $38.46 and a 52-week high of $79.50. The stock has a market cap of $42.54 billion, a PE ratio of 8.54, a price-to-earnings-growth ratio of 1.21 and a beta of 1.43. The firm’s fifty day moving average is $51.58 and its two-hundred day moving average is $61.31. The company has a quick ratio of 1.29, a current ratio of 1.29 and a debt-to-equity ratio of 0.49.

PayPal (NASDAQ:PYPL) last issued its 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). The business had revenue of $8.68 billion during the quarter, compared to analyst estimates of $8.82 billion. PayPal had a net margin of 15.77% and a return on equity of 25.42%. PayPal’s quarterly revenue was up 4.0% on a year-over-year basis. During the same quarter last year, the company earned $1.19 earnings per share. Research analysts forecast that PayPal Holdings, Inc. will post 5.03 earnings per share for the current fiscal year.

PayPal Announces Dividend

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

Analyst Upgrades and Downgrades

A number of analysts have recently commented on PYPL shares. Argus cut their price objective on PayPal from $87.00 to $65.00 and set a “buy” rating for the company in a research report on Friday, February 6th. Wolfe Research reissued a “sell” rating on shares of PayPal in a research note on Monday, February 23rd. President Capital reduced their price objective on shares of PayPal from $91.00 to $80.00 and set a “buy” rating for the company in a research report on Tuesday, November 25th. The Goldman Sachs Group decreased their price objective on shares of PayPal from $64.00 to $41.00 and set a “sell” rating on the stock in a report on Wednesday, February 4th. Finally, Rothschild & Co Redburn dropped their target price on shares of PayPal from $50.00 to $32.00 and set a “sell” rating on the stock in a research report on Wednesday, February 11th. Eight equities research analysts have rated the stock with a Buy rating, thirty have given a Hold rating and six have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $60.21.

Insiders Place Their Bets

In related news, CAO Chris Natali sold 1,213 shares of PayPal stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $40.49, for a total transaction of $49,114.37. Following the transaction, the chief accounting officer owned 404 shares in the company, valued at approximately $16,357.96. This trade represents a 75.02% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Frank Keller sold 3,478 shares of the business’s stock in a transaction on Friday, February 6th. The stock was sold at an average price of $40.20, for a total value of $139,815.60. Following the transaction, the executive vice president directly owned 51,567 shares in the company, valued at $2,072,993.40. This trade represents a 6.32% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 42,304 shares of company stock valued at $1,749,493 in the last ninety days. 0.08% of the stock is currently owned by corporate insiders.

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.