IVY Lane Capital Management LLC Buys New Shares in PayPal Holdings, Inc. $PYPL

IVY Lane Capital Management LLC purchased a new stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 33,000 shares of the credit services provider’s stock, valued at approximately $2,213,000. PayPal accounts for approximately 2.5% of IVY Lane Capital Management LLC’s investment portfolio, making the stock its 10th largest position.

Several other institutional investors have also recently made changes to their positions in PYPL. Norges Bank bought a new position in shares of PayPal during the 2nd quarter valued at approximately $921,570,000. Lazard Asset Management LLC lifted its holdings in PayPal by 1,066.0% during the second quarter. Lazard Asset Management LLC now owns 2,106,215 shares of the credit services provider’s stock valued at $156,532,000 after purchasing an additional 1,925,583 shares in the last quarter. Arrowstreet Capital Limited Partnership boosted its position in shares of PayPal by 45.0% in the second quarter. Arrowstreet Capital Limited Partnership now owns 3,569,023 shares of the credit services provider’s stock worth $265,250,000 after purchasing an additional 1,107,202 shares during the period. Federated Hermes Inc. increased its stake in shares of PayPal by 3,552.7% in the third quarter. Federated Hermes Inc. now owns 690,696 shares of the credit services provider’s stock worth $46,318,000 after purchasing an additional 671,787 shares in the last quarter. Finally, Jupiter Asset Management Ltd. increased its stake in shares of PayPal by 128.5% in the third quarter. Jupiter Asset Management Ltd. now owns 1,024,637 shares of the credit services provider’s stock worth $68,712,000 after purchasing an additional 576,228 shares in the last quarter. Institutional investors own 68.32% of the company’s stock.

Wall Street Analyst Weigh In

PYPL has been the subject of several recent analyst reports. JPMorgan Chase & Co. dropped their target price on shares of PayPal from $70.00 to $46.00 and set a “neutral” rating for the company in a report on Wednesday, February 4th. Needham & Company LLC reaffirmed a “hold” rating on shares of PayPal in a research note on Tuesday, February 3rd. Weiss Ratings reissued a “hold (c)” rating on shares of PayPal in a research note on Thursday, January 22nd. Citigroup lowered their price target on PayPal from $60.00 to $42.00 and set a “neutral” rating on the stock in a report on Wednesday, February 4th. Finally, Deutsche Bank Aktiengesellschaft cut their price objective on shares of PayPal from $75.00 to $65.00 and set a “hold” rating for the company in a report on Friday, December 5th. Eight equities research analysts have rated the stock with a Buy rating, thirty have issued a Hold rating and six have assigned a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $60.21.

PayPal News Summary

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

Insider Transactions at PayPal

In other PayPal news, insider Suzan Kereere sold 37,613 shares of the business’s stock in a transaction that occurred on Wednesday, February 18th. The stock was 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 of the company’s stock, valued at $1,285,484.67. The trade was a 54.83% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Frank Keller sold 3,478 shares of the company’s stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $40.20, for a total value of $139,815.60. Following the sale, the executive vice president owned 51,567 shares in the company, valued at approximately $2,072,993.40. This trade represents a 6.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 42,304 shares of company stock worth $1,749,493 in the last three months. Insiders own 0.08% of the company’s stock.

PayPal Stock Performance

NASDAQ:PYPL opened at $46.21 on Monday. The company has a market cap 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 1 year low of $38.46 and a 1 year high of $79.50. The stock’s 50 day simple moving average is $51.58 and its two-hundred day simple moving average is $61.31. The company has a debt-to-equity ratio of 0.49, a current ratio of 1.29 and a quick ratio of 1.29.

PayPal (NASDAQ:PYPL) last posted its earnings results on Tuesday, February 3rd. The credit services provider reported $1.23 earnings per share 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 during the quarter, compared to analysts’ expectations of $8.82 billion. During the same period last year, the business posted $1.19 earnings per share. The company’s revenue for the quarter was up 4.0% compared to the same quarter last year. As a group, equities analysts anticipate that PayPal Holdings, Inc. will post 5.03 earnings per share for the current fiscal year.

PayPal Announces Dividend

The firm also recently disclosed 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 dividend yield of 1.2%. The ex-dividend date of this dividend is Wednesday, March 4th. PayPal’s dividend payout ratio (DPR) is presently 10.35%.

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.