EP Wealth Advisors LLC Invests $927,000 in PayPal Holdings, Inc. $PYPL

EP Wealth Advisors LLC bought a new stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 21,477 shares of the credit services provider’s stock, valued at approximately $927,000.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Brighton Jones LLC boosted its position in PayPal by 15.2% during the 4th quarter. Brighton Jones LLC now owns 6,989 shares of the credit services provider’s stock valued at $596,000 after acquiring an additional 924 shares in the last quarter. Revolve Wealth Partners LLC bought a new position in shares of PayPal in the 4th quarter worth approximately $248,000. Sivia Capital Partners LLC raised its position in shares of PayPal by 41.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 4,470 shares of the credit services provider’s stock worth $332,000 after acquiring an additional 1,310 shares in the last quarter. United Bank lifted its stake in shares of PayPal by 40.1% in the 2nd quarter. United Bank now owns 17,388 shares of the credit services provider’s stock valued at $1,292,000 after purchasing an additional 4,974 shares during the period. Finally, Federated Hermes Inc. lifted its stake in shares of PayPal by 17.9% in the 2nd quarter. Federated Hermes Inc. now owns 18,909 shares of the credit services provider’s stock valued at $1,405,000 after purchasing an additional 2,865 shares during the period. Hedge funds and other institutional investors own 68.32% of the company’s stock.

Insider Buying and Selling at PayPal

In other news, insider Suzan Kereere sold 4,162 shares of the stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $60.96, for a total transaction of $253,715.52. Following the sale, the insider owned 30,983 shares in the company, valued at $1,888,723.68. This represents a 11.84% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Frank Keller sold 732 shares of the business’s stock in a transaction that occurred 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 completion of the transaction, the insider owned 41,567 shares of the company’s stock, valued at approximately $2,415,042.70. The trade was a 1.73% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 14,774 shares of company stock worth $738,249. 0.63% of the stock is owned by corporate insiders.

Key Stories Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Venmo’s expansion into college tuition payments could increase transaction volume. PayPal and Venmo are now being integrated with Illumia, Nelnet Campus Commerce and TouchNet, allowing students and families at participating universities to pay tuition and fees through the digital wallets. The initiative adds a potentially recurring, higher-value use case, although transaction fees and adoption will vary by school. PayPal, Venmo connect to colleges
• Positive Sentiment: Agentic payments offer a longer-term growth narrative. PayPal is positioning its platform around AI-enabled commerce, digital identity and automated payments, potentially allowing software agents to complete transactions on behalf of consumers. The strategy could strengthen PayPal’s relevance as commerce evolves, but commercialization and competitive execution remain uncertain. PayPal Agentic Payments: Can They Reshape the Future of Commerce?
• Positive Sentiment: Technical momentum and investor interest remain supportive. PayPal has formed a bullish “golden cross,” while David Einhorn’s reported $61.5 million stake provides additional visibility and may reinforce the turnaround case. David Einhorn’s PayPal Bet Just Flashed a Golden Cross
• Neutral Sentiment: Takeover chatter is supporting the shares but remains unconfirmed. Reports have revived speculation about a potential sale process involving Stripe and Advent International. No offer or transaction has been announced, so any takeover premium is speculative. PayPal Stock Closes Higher Thursday
• Negative Sentiment: The recent rally has increased valuation and execution concerns. Investors are questioning whether PayPal can sustain momentum amid modest underlying revenue growth and intense competition in digital payments and buy-now-pay-later services. A director’s $253,716 sale under a pre-arranged Rule 10b5-1 plan adds a mild cautionary signal, though it is not necessarily an indication of deteriorating business prospects. PayPal Insider Selling

PayPal Price Performance

Shares of NASDAQ:PYPL opened at $61.55 on Monday. The company has a current ratio of 1.29, a quick ratio of 1.29 and a debt-to-equity ratio of 0.55. The stock has a fifty day simple moving average of $52.13 and a two-hundred day simple moving average of $47.48. PayPal Holdings, Inc. has a 12-month low of $38.46 and a 12-month high of $79.21. The stock has a market capitalization of $52.65 billion, a price-to-earnings ratio of 11.64, a PEG ratio of 1.50 and a beta of 1.30.

PayPal (NASDAQ:PYPL) last issued its quarterly earnings results on Tuesday, July 28th. The credit services provider reported $1.38 earnings per share for the quarter, beating the consensus estimate of $1.28 by $0.10. The firm had revenue of $8.68 billion during the quarter, compared to the consensus estimate of $8.47 billion. PayPal had a return on equity of 24.39% and a net margin of 14.36%.The company’s revenue was up 4.8% on a year-over-year basis. During the same period last year, the company earned $1.40 earnings per share. On average, research analysts anticipate that PayPal Holdings, Inc. will post 5.38 earnings per share for the current fiscal year.

PayPal Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, September 25th. Shareholders of record on Friday, September 4th will be paid a dividend of $0.14 per share. This represents a $0.56 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date is Friday, September 4th. PayPal’s dividend payout ratio (DPR) is currently 10.59%.

Analyst Ratings Changes

Several equities research analysts recently weighed in on the company. Morgan Stanley set a $45.00 price target on PayPal in a research note on Wednesday, July 29th. Jefferies Financial Group upgraded shares of PayPal from a “hold” rating to a “buy” rating in a report on Tuesday, July 28th. TD Cowen upped their target price on shares of PayPal from $48.00 to $59.00 and gave the stock a “hold” rating in a research report on Wednesday, July 29th. Mizuho increased their price target on shares of PayPal from $50.00 to $60.00 and gave the stock a “neutral” rating in a research note on Wednesday, July 29th. Finally, Needham & Company LLC reissued a “hold” rating on shares of PayPal in a research report on Tuesday, May 5th. Nine analysts have rated the stock with a Buy rating, thirty-four have issued a Hold rating and four have assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Hold” and an average price target of $56.28.

About PayPal

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.