PayPal Holdings, Inc. $PYPL is Eubel Brady & Suttman Asset Management Inc.’s 7th Largest Position

Eubel Brady & Suttman Asset Management Inc. increased its stake in PayPal Holdings, Inc. (NASDAQ:PYPL) by 2.8% during the 3rd quarter, HoldingsChannel reports. The firm owned 472,379 shares of the credit services provider’s stock after buying an additional 13,052 shares during the period. PayPal comprises 3.6% of Eubel Brady & Suttman Asset Management Inc.’s holdings, making the stock its 7th largest position. Eubel Brady & Suttman Asset Management Inc.’s holdings in PayPal were worth $31,678,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in PYPL. National Pension Service raised its stake in shares of PayPal by 1.8% in the third quarter. National Pension Service now owns 2,855,897 shares of the credit services provider’s stock valued at $191,516,000 after acquiring an additional 51,268 shares during the period. Merit Financial Group LLC grew its holdings in PayPal by 15.5% during the 3rd quarter. Merit Financial Group LLC now owns 164,901 shares of the credit services provider’s stock valued at $11,058,000 after purchasing an additional 22,139 shares during the last quarter. Nordea Investment Management AB raised its position in PayPal by 7.9% in the 3rd quarter. Nordea Investment Management AB now owns 4,292,583 shares of the credit services provider’s stock worth $291,338,000 after purchasing an additional 313,180 shares during the period. Rakuten Investment Management Inc. purchased a new stake in PayPal in the 3rd quarter worth about $13,210,000. Finally, Ariose Capital Management Ltd lifted its stake in PayPal by 347.0% in the third quarter. Ariose Capital Management Ltd now owns 193,100 shares of the credit services provider’s stock worth $12,949,000 after purchasing an additional 149,898 shares during the last quarter. Institutional investors own 68.32% of the company’s stock.

Insider Buying and Selling at PayPal

In other PayPal news, insider Suzan Kereere sold 4,162 shares of PayPal stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $59.84, for a total value of $249,054.08. Following the transaction, the insider owned 30,983 shares in the company, valued at $1,854,022.72. The trade was a 11.84% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Frank Keller sold 3,478 shares of the 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 sale, the executive vice president directly owned 51,567 shares of the company’s stock, valued at approximately $2,072,993.40. The trade was a 6.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.08% of the company’s stock.

Key Stories Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: New CEO / strategy reset — Coverage highlights Enrique Lores being tapped to steady the company and a push into embedded payments that could justify a re‑rating if execution improves. Read More.
• Positive Sentiment: Value/short‑cover narratives — Several writeups argue PYPL is oversold after the sell‑off and could attract value buyers or short‑squeeze activity if fundamentals or execution signals recover. Read More.
• Neutral Sentiment: Daiwa trims target but stays neutral — Daiwa cut its PT to $42 and kept a neutral rating, moderating upside expectations without adding a fresh sell signal. Read More.
• Neutral Sentiment: Zacks / other trackers boosting visibility — PYPL shows up on trending/most‑watched lists, which raises trading volume and volatility but doesn’t change core fundamentals. Read More.
• Negative Sentiment: Q4 earnings and guidance shock — PayPal reported Q4 EPS and revenue below Street expectations, which triggered the initial sell‑off and underpins near‑term skepticism about growth and execution. Read More.
• Negative Sentiment: Analyst downgrades and steep PT cuts — Multiple firms cut targets and issued sell/neutral calls (Rothschild & Co Redburn cut to $32 with a sell, Truist to $39 sell, Bernstein to $45, etc.), reinforcing downside pressure. Read More.
• Negative Sentiment: Securities‑investigation headlines — Litigation firms (Kessler Topaz and others) announced probes into PayPal related to the timing of the CEO change and the earnings shock, adding legal risk and prolonging volatility. Read More.
• Negative Sentiment: Critical commentary from ex‑management — Former PayPal president David Marcus publicly criticized execution and urged urgency on fixes, which amplifies investor concerns about governance and turnaround timelines. Read More.
• Negative Sentiment: Insider selling — An EVP disclosed a sale of shares last week, which some investors interpret as a modest negative signal amid the broader uncertainty. Read More.

PayPal Stock Down 2.4%

Shares of PayPal stock opened at $40.49 on Thursday. PayPal Holdings, Inc. has a 1 year low of $38.88 and a 1 year high of $79.50. The company has a debt-to-equity ratio of 0.49, a current ratio of 1.29 and a quick ratio of 1.29. The stock has a market cap of $37.28 billion, a price-to-earnings ratio of 7.48, a PEG ratio of 1.07 and a beta of 1.43. The firm’s 50-day moving average is $55.91 and its two-hundred day moving average is $63.59.

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

PayPal Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, March 25th. Stockholders 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 dividend on an annualized basis and a dividend yield of 1.4%. PayPal’s dividend payout ratio (DPR) is currently 10.35%.

Analysts Set New Price Targets

A number of research analysts have recently commented on PYPL shares. BTIG Research reaffirmed a “neutral” rating on shares of PayPal in a research note on Tuesday, February 3rd. Compass Point raised PayPal from a “sell” rating to a “neutral” rating and set a $51.00 price objective on the stock in a research report on Wednesday, February 4th. Robert W. Baird set a $52.00 target price on PayPal in a research report on Wednesday, February 4th. Needham & Company LLC reiterated a “hold” rating on shares of PayPal in a research report on Tuesday, February 3rd. Finally, The Goldman Sachs Group reduced their price target on shares of PayPal from $64.00 to $41.00 and set a “sell” rating on the stock in a research note on Wednesday, February 4th. Ten equities research analysts have rated the stock with a Buy rating, thirty have given a Hold rating and four have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $61.03.

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.