Titan Investment Management LLC bought a new position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) in the fourth quarter, HoldingsChannel.com reports. The institutional investor bought 23,081 shares of the credit services provider’s stock, valued at approximately $1,347,000.
Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Vanguard Group Inc. raised its position in shares of PayPal by 6.5% in the 4th quarter. Vanguard Group Inc. now owns 90,376,927 shares of the credit services provider’s stock valued at $5,276,205,000 after buying an additional 5,534,462 shares in the last quarter. Rule One Partners LLC acquired a new stake in shares of PayPal during the 4th quarter worth approximately $2,043,000. Kovitz Investment Group Partners LLC increased its stake in PayPal by 21.1% in the third quarter. Kovitz Investment Group Partners LLC now owns 463,701 shares of the credit services provider’s stock valued at $31,096,000 after acquiring an additional 80,744 shares during the last quarter. Capital Research Global Investors increased its stake in PayPal by 2.3% in the third quarter. Capital Research Global Investors now owns 27,953,803 shares of the credit services provider’s stock valued at $1,874,637,000 after acquiring an additional 636,441 shares during the last quarter. Finally, Step Capital Management Pte. Ltd. acquired a new position in PayPal during the fourth quarter valued at approximately $6,130,000. Institutional investors and hedge funds own 68.32% of the company’s stock.
Insider Activity at PayPal
In related news, CAO Chris Natali sold 1,337 shares of the business’s stock in a transaction that occurred on Wednesday, April 29th. The shares were sold at an average price of $49.46, for a total transaction of $66,128.02. Following the completion of the transaction, the chief accounting officer owned 1,586 shares of the company’s stock, valued at approximately $78,443.56. The trade was a 45.74% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Frank Keller sold 10,732 shares of the company’s stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $49.96, for a total transaction of $536,170.72. Following the sale, the insider directly owned 41,567 shares in the company, valued at $2,076,687.32. This trade represents a 20.52% 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. Over the last 90 days, insiders sold 20,612 shares of company stock valued at $966,623. Corporate insiders own 0.63% of the company’s stock.
Key PayPal News
- Positive Sentiment: PayPal is deepening Venmo integration and expanding merchant checkout adoption, which could support higher payment volume and better monetization of its consumer and merchant ecosystem. PayPal Deepens Venmo Integration: Can It Transform Digital Commerce?
- Positive Sentiment: PayPal’s decision to wind down its decade-old venture capital arm suggests a more disciplined corporate overhaul focused on cost control and core payments, which some investors may view as a positive step. PayPal Ventures shutters as company restructuring continues
- Positive Sentiment: News that PayPal is exploring strategic options for its venture capital arm reinforces the view that management is prioritizing focus and efficiency over noncore investments. PayPal Weighs Shutdown of Venture Capital Arm in Corporate Overhaul
- Positive Sentiment: PayPal’s stock also rose in the prior session, indicating buyers have been willing to step in despite broader market weakness. Paypal (PYPL) Gains As Market Dips: What You Should Know
- Neutral Sentiment: Analyst-style articles comparing PayPal with peers like Shift4 and highlighting concerns about PayPal’s brand momentum are keeping attention on competitive pressure, but they do not appear to be triggering a major new catalyst on their own. Shift4 Payments vs. PayPal: Which Technology Stock Is a Better Buy in 2026?
- Negative Sentiment: Coverage describing PayPal as “yesterday’s news” and questioning its growth narrative may weigh on sentiment by reinforcing concerns that the stock lacks a strong re-rating catalyst. PayPal Is Yesterday’s News. Is This Fintech the Better Buy?
PayPal Stock Up 1.0%
PYPL stock opened at $42.51 on Friday. The stock has a market cap of $37.50 billion, a P/E ratio of 7.98, a P/E/G ratio of 1.05 and a beta of 1.34. The company has a current ratio of 1.26, a quick ratio of 1.26 and a debt-to-equity ratio of 0.47. The stock’s fifty day simple moving average is $45.65 and its two-hundred day simple moving average is $49.31. PayPal Holdings, Inc. has a 1-year low of $38.46 and a 1-year high of $79.50.
PayPal (NASDAQ:PYPL – Get Free Report) last announced its earnings results on Tuesday, May 5th. The credit services provider reported $1.34 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.27 by $0.07. The firm had revenue of $8.35 billion during the quarter, compared to analyst estimates of $8.05 billion. PayPal had a return on equity of 25.02% and a net margin of 15.00%.The business’s revenue was up 7.2% compared to the same quarter last year. During the same period last year, the firm posted $1.33 EPS. Analysts expect that PayPal Holdings, Inc. will post 5.3 EPS for the current year.
PayPal Announces Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 25th. Stockholders of record on Thursday, June 4th will be given a $0.14 dividend. This represents a $0.56 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date is Thursday, June 4th. PayPal’s dividend payout ratio (DPR) is 10.51%.
Analysts Set New Price Targets
Several equities analysts have recently issued reports on PYPL shares. Citigroup raised their price target on shares of PayPal from $42.00 to $48.00 and gave the company a “neutral” rating in a research note on Wednesday, April 8th. Canaccord Genuity Group restated a “hold” rating and issued a $42.00 price objective on shares of PayPal in a report on Wednesday, May 20th. Cantor Fitzgerald raised their target price on PayPal from $42.00 to $54.00 and gave the stock a “neutral” rating in a research report on Tuesday, May 5th. Needham & Company LLC reaffirmed a “hold” rating on shares of PayPal in a research report on Tuesday, May 5th. Finally, UBS Group lifted their target price on PayPal from $44.00 to $48.00 and gave the stock a “neutral” rating in a report on Wednesday, May 6th. Eight equities research analysts have rated the stock with a Buy rating, thirty-two have given a Hold rating and five have issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $55.85.
Get Our Latest Research Report on PayPal
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.
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