Clark Capital Management Group Inc. Acquires 102,512 Shares of PayPal Holdings, Inc. $PYPL

Clark Capital Management Group Inc. lifted its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 13.2% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 880,002 shares of the credit services provider’s stock after acquiring an additional 102,512 shares during the quarter. Clark Capital Management Group Inc.’s holdings in PayPal were worth $51,374,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. grew its stake in shares of PayPal by 6.5% during the 4th quarter. Vanguard Group Inc. now owns 90,376,927 shares of the credit services provider’s stock worth $5,276,205,000 after acquiring an additional 5,534,462 shares during the period. Rule One Partners LLC bought a new position in shares of PayPal during the 4th quarter worth $2,043,000. NEOS Investment Management LLC lifted its holdings in PayPal by 47.8% during the 3rd quarter. NEOS Investment Management LLC now owns 411,262 shares of the credit services provider’s stock worth $27,579,000 after purchasing an additional 132,942 shares in the last quarter. Kovitz Investment Group Partners LLC lifted its holdings in PayPal by 21.1% during the 3rd quarter. Kovitz Investment Group Partners LLC now owns 463,701 shares of the credit services provider’s stock worth $31,096,000 after purchasing an additional 80,744 shares in the last quarter. Finally, Capital Research Global Investors lifted its holdings in PayPal by 2.3% during the 3rd quarter. Capital Research Global Investors now owns 27,953,803 shares of the credit services provider’s stock worth $1,874,637,000 after purchasing an additional 636,441 shares in the last quarter. Institutional investors own 68.32% of the company’s stock.

Analyst Ratings Changes

A number of analysts recently issued reports on the company. BMO Capital Markets assumed coverage on PayPal in a report on Tuesday, April 21st. They set a “market perform” rating and a $52.00 price objective on the stock. Weiss Ratings reissued a “hold (c-)” rating on shares of PayPal in a report on Friday, May 8th. Zacks Research raised PayPal from a “strong sell” rating to a “hold” rating in a report on Friday, April 17th. Truist Financial dropped their price objective on PayPal from $45.00 to $44.00 and set a “sell” rating on the stock in a report on Tuesday, May 12th. Finally, Wolfe Research reissued a “sell” rating on shares of PayPal in a report on Monday, February 23rd. Eight analysts have rated the stock with a Buy rating, thirty-two have assigned a Hold rating and five have given a Sell rating to the company’s stock. According to MarketBeat, PayPal has an average rating of “Hold” and a consensus price target of $55.85.

PayPal Stock Performance

NASDAQ:PYPL opened at $43.65 on Wednesday. The business’s 50-day moving average price is $45.76 and its two-hundred day moving average price is $49.59. PayPal Holdings, Inc. has a twelve month low of $38.46 and a twelve month high of $79.50. The stock has a market cap of $38.50 billion, a P/E ratio of 8.19, a PEG ratio of 1.06 and a beta of 1.34. The company has a quick ratio of 1.26, a current ratio of 1.26 and a debt-to-equity ratio of 0.47.

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

PayPal Dividend Announcement

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

Insider Buying and Selling at PayPal

In other PayPal news, 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 sale, the chief accounting officer owned 1,586 shares of the company’s stock, valued at $78,443.56. This trade represents a 45.74% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Frank Keller sold 4,612 shares of the firm’s stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $42.54, for a total value of $196,194.48. Following the completion of the sale, the insider directly owned 41,567 shares in the company, valued at approximately $1,768,260.18. The trade was a 9.99% 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. Insiders have sold a total of 20,612 shares of company stock valued at $966,623 in the last 90 days. Corporate insiders own 0.63% of the company’s stock.

Key PayPal News

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal shares have been buoyed by renewed interest after Michael Burry reportedly added to his position, which some traders see as a sign the stock may be undervalued. PYPL Stock Climbs Overnight: Michael Burry Adds To PayPal Bet, Says ‘The Body Has Yet To Show’
• Positive Sentiment: Recent coverage continues to highlight PayPal’s low valuation, with the stock trading at less than 8x earnings, reinforcing the case for a potential value rebound if fundamentals stabilize. PayPal Trades at Less Than 8X Earnings. Is This a Bargain or a Value Trap?
• Positive Sentiment: Venmo continues to gain utility, with The Knot Worldwide integrating Venmo as a payment option for wedding registry gifting, showing PayPal’s consumer payments ecosystem still has traction. The Knot Worldwide Announces Integration with Venmo to Deliver Seamless Gifting Experiences for Couples and Guests
• Neutral Sentiment: Market commentary says PayPal remains deeply oversold after a sharp 2026 sell-off, which may attract bargain hunters but also reflects lingering caution. PayPal Stock Is Deeply Oversold in 2026. How to Play PYPL Here.
• Neutral Sentiment: Analysts and comparison pieces still frame PayPal against stronger peers like Visa, suggesting investors remain focused on whether PYPL can regain growth momentum. Visa vs. PayPal: Which Payments Stock Wins the Upside Race?
• Negative Sentiment: Coverage from Fortune that PayPal is winding down its venture arm as part of a restructuring under the new CEO reinforces the idea that management is still cleaning up the portfolio rather than delivering a clear growth acceleration. Exclusive: PayPal winds down venture arm as fintech giant restructures under new CEO

PayPal 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.