WNY Asset Management LLC Buys New Holdings in PayPal Holdings, Inc. $PYPL

WNY Asset Management LLC purchased a new stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 9,870 shares of the credit services provider’s stock, valued at approximately $446,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Maia Wealth LLC raised its holdings in shares of PayPal by 2.5% in the 3rd quarter. Maia Wealth LLC now owns 6,404 shares of the credit services provider’s stock worth $424,000 after purchasing an additional 155 shares during the period. GeoWealth Management LLC increased its position in PayPal by 6.2% during the 3rd quarter. GeoWealth Management LLC now owns 3,214 shares of the credit services provider’s stock worth $216,000 after purchasing an additional 188 shares in the last quarter. Formidable Asset Management LLC increased its position in PayPal by 0.8% during the 1st quarter. Formidable Asset Management LLC now owns 25,937 shares of the credit services provider’s stock worth $1,173,000 after purchasing an additional 205 shares in the last quarter. KPP Advisory Services LLC increased its position in PayPal by 3.3% during the 1st quarter. KPP Advisory Services LLC now owns 6,625 shares of the credit services provider’s stock worth $300,000 after purchasing an additional 214 shares in the last quarter. Finally, Leo Wealth LLC raised its holdings in PayPal by 6.8% in the fourth quarter. Leo Wealth LLC now owns 3,564 shares of the credit services provider’s stock valued at $208,000 after buying an additional 227 shares during the period. 68.32% of the stock is currently owned by institutional investors and hedge funds.

PayPal Stock Performance

PayPal stock opened at $57.21 on Friday. The firm has a market capitalization of $48.94 billion, a PE ratio of 10.81, a price-to-earnings-growth ratio of 1.42 and a beta of 1.33. PayPal Holdings, Inc. has a one year low of $38.46 and a one year high of $79.21. The stock’s 50 day moving average price is $47.03 and its 200 day moving average price is $47.09. The company has a debt-to-equity ratio of 0.55, a quick ratio of 1.26 and a current ratio of 1.29.

PayPal (NASDAQ:PYPL) last issued its quarterly earnings data on Tuesday, July 28th. The credit services provider reported $1.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.28 by $0.10. The company had revenue of $8.68 billion during the quarter, compared to the consensus estimate of $8.47 billion. PayPal had a net margin of 14.36% and a return on equity of 24.39%. PayPal’s revenue for the quarter was up 4.8% on a year-over-year basis. During the same quarter last year, the company earned $1.40 earnings per share. As a group, sell-side analysts expect that PayPal Holdings, Inc. will post 5.35 EPS for the current fiscal year.

PayPal Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, September 25th. Stockholders of record on Friday, September 4th will be paid a $0.14 dividend. The ex-dividend date is Friday, September 4th. This represents a $0.56 annualized dividend and a dividend yield of 1.0%. PayPal’s dividend payout ratio is 10.59%.

Insider Activity at PayPal

In related news, insider Suzan Kereere sold 3,379 shares of the firm’s stock in a transaction 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 sale, the insider directly owned 30,983 shares of the company’s stock, valued at approximately $1,325,762.57. This trade represents a 9.83% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Frank Keller sold 732 shares of PayPal stock in a transaction on Wednesday, July 29th. The stock was sold at an average price of $58.10, for a total transaction of $42,529.20. Following the sale, the insider directly owned 41,567 shares in the company, valued at $2,415,042.70. This trade represents a 1.73% 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. In the last three months, insiders sold 10,612 shares of company stock valued at $484,534. Corporate insiders own 0.63% of the company’s stock.

Key Headlines Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal’s second-quarter results exceeded expectations, with adjusted earnings per share of $1.38 versus the $1.28 consensus and revenue of $8.68 billion versus $8.47 billion expected. Management also raised its full-year outlook, citing improving branded checkout, Venmo expansion and cost savings. PayPal Shares Pause as Raised Guidance Validates Turnaround Narrative
• Positive Sentiment: Several analysts raised their price targets following the earnings report, including JPMorgan, TD Cowen, Citigroup and Keefe, Bruyette & Woods. The targets—ranging from the mid-$50s to $70—suggest some analysts see additional upside if PayPal sustains its operational improvements. JPMorgan Analyst Says PayPal Stock Could Rise
• Positive Sentiment: Value-focused commentary highlights PYPL’s relatively low earnings multiple, arguing that the valuation could provide support if the company converts its stronger guidance into consistent growth. PayPal: A Steal At Less Than 10x Earnings
• Neutral Sentiment: Analyst opinion remains mixed. Canaccord Genuity maintained a hold rating, while Wells Fargo increased its target to $56 but kept an equal-weight rating. The broader brokerage consensus remains “hold,” reflecting improved results but limited confidence in PayPal’s longer-term growth trajectory. Canaccord Gives PayPal a Hold Rating
• Neutral Sentiment: Speculation about takeover interest, including a reported bid involving Stripe and Advent International, could support valuation, but no transaction is confirmed and investors remain focused on PayPal’s standalone turnaround. Is Takeout Target PayPal a Buy?
• Negative Sentiment: Bearish analysis says PayPal’s substantial share-repurchase program has not translated into sustained stock-price gains, underscoring skepticism about capital allocation and the company’s growth prospects. PayPal’s $17 Billion Bet Against Wall Street
• Negative Sentiment: Investors continue to monitor margin pressure, branded-checkout execution and PayPal’s slower growth relative to major payments peers. Two insiders also sold shares under pre-arranged Rule 10b5-1 plans; the sales are relatively small but may add modest near-term caution. PayPal Insider Selling

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on PYPL. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of PayPal in a research report on Friday, May 8th. BMO Capital Markets began coverage on shares of PayPal in a research report on Tuesday, April 21st. They issued a “market perform” rating and a $52.00 price objective for the company. Telsey Advisory Group downgraded shares of PayPal to a “market perform” rating in a research note on Friday, July 24th. Daiwa Securities Group upgraded shares of PayPal from a “hold” rating to an “outperform” rating in a report on Wednesday, May 6th. Finally, Piper Sandler decreased their price target on shares of PayPal from $46.00 to $42.00 and set a “neutral” rating for the company in a research report on Monday, June 29th. Nine analysts have rated the stock with a Buy rating, thirty-four have given a Hold rating and four have issued a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $55.50.

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.