Eubel Brady & Suttman Asset Management Inc. Purchases 22,141 Shares of PayPal Holdings, Inc. $PYPL

Eubel Brady & Suttman Asset Management Inc. increased its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 4.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 494,520 shares of the credit services provider’s stock after acquiring an additional 22,141 shares during the period. PayPal makes up about 3.2% of Eubel Brady & Suttman Asset Management Inc.’s investment portfolio, making the stock its 8th largest position. Eubel Brady & Suttman Asset Management Inc.’s holdings in PayPal were worth $28,870,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Kelleher Financial Advisors acquired a new position in PayPal during the third quarter worth about $30,000. Cloud Capital Management LLC acquired a new position in PayPal during the third quarter worth about $30,000. Torren Management LLC acquired a new position in PayPal during the fourth quarter worth about $31,000. Strategic Advocates LLC acquired a new position in PayPal during the third quarter worth about $38,000. Finally, Steph & Co. grew its holdings in PayPal by 103.1% during the fourth quarter. Steph & Co. now owns 656 shares of the credit services provider’s stock worth $38,000 after acquiring an additional 333 shares during the period. 68.32% of the stock is owned by institutional investors and hedge funds.

PayPal Price Performance

NASDAQ PYPL opened at $44.41 on Friday. The stock has a market capitalization of $39.17 billion, a P/E ratio of 8.33, a P/E/G ratio of 1.11 and a beta of 1.39. PayPal Holdings, Inc. has a 1 year low of $38.46 and a 1 year high of $79.50. The business’s fifty day moving average is $46.61 and its two-hundred day moving average is $53.08. The company has a debt-to-equity ratio of 0.47, a quick ratio of 1.26 and a current ratio of 1.26.

PayPal (NASDAQ:PYPL) 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. PayPal had a net margin of 15.00% and a return on equity of 25.02%. The company had revenue of $8.35 billion for the quarter, compared to the consensus estimate of $8.05 billion. During the same period in the previous year, the business earned $1.33 EPS. The company’s revenue was up 7.2% on a year-over-year basis. On average, research analysts forecast that PayPal Holdings, Inc. will post 5.3 earnings per share for the current fiscal year.

PayPal Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 25th. Investors of record on Thursday, June 4th will be given a dividend of $0.14 per share. This represents a $0.56 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend is Thursday, June 4th. PayPal’s payout ratio is presently 10.51%.

Insider Activity at PayPal

In other PayPal news, insider Suzan Kereere sold 37,613 shares of the firm’s stock in a transaction dated 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 completion of the sale, the insider directly owned 30,983 shares in the company, valued at approximately $1,285,484.67. This trade represents a 54.83% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Frank Keller sold 29,581 shares of PayPal stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $46.02, for a total value of $1,361,317.62. Following the transaction, the executive vice president directly owned 51,567 shares in the company, valued at approximately $2,373,113.34. This trade represents a 36.45% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 96,199 shares of company stock valued at $4,294,018. Company 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: Analysts and commentary point to PayPal trading at a discounted valuation, with support from Venmo growth, AI-commerce initiatives, and international expansion; several pieces argue the stock may be too cheap if execution improves. Article Title
• Positive Sentiment: PayPal’s Q1 results beat expectations on revenue and profit, and the company is leaning into a new strategy under its CEO, including AI tools for small businesses and a fee-waiver push that could support merchant growth. Article Title
• Positive Sentiment: PayPal’s partnership with Anthropic to bring AI services to small businesses reinforces its effort to modernize the platform and build new revenue opportunities. Article Title
• Neutral Sentiment: The company reached a $30 million DOJ settlement over a past DEI-related program, removing a legal overhang but also highlighting governance and compliance scrutiny. Article Title
• Neutral Sentiment: Reports that UK regulators are investigating PayPal alongside Mastercard and Visa over digital-wallet competition add uncertainty, but the direct financial impact is still unclear. Article Title
• Negative Sentiment: Some analysts remain skeptical after the earnings call, citing margin pressure, transformation risk, and slower confidence in the turnaround story. Article Title
• Negative Sentiment: Investor reaction to the quarter was muted despite the revenue beat, suggesting the market is still focused on margin trends and execution risk rather than near-term growth. Article Title

Wall Street Analyst Weigh In

Several research analysts have issued reports on PYPL shares. The Goldman Sachs Group dropped their price target on PayPal from $41.00 to $40.00 in a report on Wednesday, May 6th. JPMorgan Chase & Co. dropped their price target on PayPal from $70.00 to $46.00 and set a “neutral” rating on the stock in a report on Wednesday, February 4th. BMO Capital Markets began coverage on PayPal in a report on Tuesday, April 21st. They issued a “market perform” rating and a $52.00 price target on the stock. Daiwa Securities Group raised PayPal from a “hold” rating to an “outperform” rating in a report on Wednesday, May 6th. Finally, Stephens dropped their price target on PayPal from $65.00 to $45.00 and set an “equal weight” rating on the stock in a report on Wednesday, February 4th. Eight investment analysts have rated the stock with a Buy rating, thirty-two have given a Hold rating and five have assigned a Sell rating to the company. According to MarketBeat, PayPal has an average rating of “Hold” and a consensus price target of $55.85.

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.