HS Management Partners LLC Reduces Holdings in PayPal Holdings, Inc. $PYPL

HS Management Partners LLC lessened its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 73.9% during the fourth quarter, Holdings Channel reports. The institutional investor owned 172,725 shares of the credit services provider’s stock after selling 488,550 shares during the quarter. PayPal accounts for 2.2% of HS Management Partners LLC’s holdings, making the stock its 23rd largest holding. HS Management Partners LLC’s holdings in PayPal were worth $10,084,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in PYPL. Brighton Jones LLC lifted its position in shares of 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 buying an additional 924 shares during the last quarter. Revolve Wealth Partners LLC purchased a new stake in PayPal during the 4th quarter worth about $248,000. Sivia Capital Partners LLC lifted its holdings in PayPal by 41.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,470 shares of the credit services provider’s stock worth $332,000 after purchasing an additional 1,310 shares in the last quarter. United Bank lifted its holdings in PayPal by 40.1% during the 2nd quarter. United Bank now owns 17,388 shares of the credit services provider’s stock worth $1,292,000 after purchasing an additional 4,974 shares in the last quarter. Finally, Federated Hermes Inc. lifted its holdings in PayPal by 17.9% during the 2nd quarter. Federated Hermes Inc. now owns 18,909 shares of the credit services provider’s stock worth $1,405,000 after purchasing an additional 2,865 shares in the last quarter. Hedge funds and other institutional investors own 68.32% of the company’s stock.

PayPal Price Performance

Shares of NASDAQ PYPL opened at $44.23 on Friday. The firm has a market capitalization of $39.02 billion, a P/E ratio of 8.30, a P/E/G ratio of 1.11 and a beta of 1.39. The company has a quick ratio of 1.26, a current ratio of 1.26 and a debt-to-equity ratio of 0.47. The stock’s 50-day simple moving average is $46.40 and its two-hundred day simple moving average is $52.18. PayPal Holdings, Inc. has a twelve month low of $38.46 and a twelve month high of $79.50.

PayPal (NASDAQ:PYPL) last announced its earnings results on Tuesday, May 5th. The credit services provider reported $1.34 earnings per share for the quarter, topping analysts’ consensus estimates of $1.27 by $0.07. The business had revenue of $8.35 billion for 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 company’s quarterly revenue was up 7.2% compared to the same quarter last year. During the same period in the prior year, the company earned $1.33 EPS. As a group, equities analysts anticipate that PayPal Holdings, Inc. will post 5.3 EPS for the current fiscal 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 dividend of $0.14 per share. The ex-dividend date is Thursday, June 4th. This represents a $0.56 annualized dividend and a dividend yield of 1.3%. PayPal’s dividend payout ratio is 10.51%.

Wall Street Analysts Forecast Growth

PYPL has been the topic of a number of recent research reports. Stephens dropped their price objective on PayPal from $65.00 to $45.00 and set an “equal weight” rating on the stock in a report on Wednesday, February 4th. Truist Financial dropped their price objective on PayPal from $45.00 to $44.00 and set a “sell” rating on the stock in a report on Tuesday, May 12th. Argus dropped their price objective on PayPal from $87.00 to $65.00 and set a “buy” rating on the stock in a report on Friday, February 6th. Evercore dropped their price objective on PayPal from $65.00 to $40.00 and set an “in-line” rating on the stock in a report on Tuesday, February 3rd. Finally, Raymond James Financial reissued a “market perform” rating on shares of PayPal in a report on Monday, February 23rd. Eight investment 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 company. According to MarketBeat.com, PayPal currently has a consensus rating of “Hold” and an average price target of $55.85.

Key Headlines Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal’s stablecoin PYUSD has expanded to 70 global markets, which could support long-term international growth and broader use of the PayPal ecosystem. PayPal Unleashes Largest Stablecoin Expansion Yet as PYUSD Hits 70 Countries
• Positive Sentiment: Michael Burry’s reported stake in PayPal has drawn investor attention and may be viewed as a vote of confidence in the stock’s valuation. What PayPal Holdings (PYPL)’s Burry Stake, Restructuring and New Financing Moves Mean For Shareholders
• Positive Sentiment: Shareholders approved PayPal’s 2026 equity incentive plan, removing some governance uncertainty and supporting management’s compensation framework. PayPal Shareholders Approve 2026 Equity Incentive Plan
• Neutral Sentiment: PayPal is drawing heightened trading interest, but the coverage does not provide a new operational catalyst by itself. Here is What to Know Beyond Why PayPal Holdings, Inc. (PYPL) is a Trending Stock
• Neutral Sentiment: PayPal’s board overhaul and new stock plan were approved, which helps clarify governance but is not a major near-term growth catalyst. PayPal (PYPL) Overhauls Board of Directors and Greenlights New Stock Plan
• Negative Sentiment: New comparison pieces argue that Visa and American Express have stronger growth and more upside than PayPal, reinforcing concerns that PYPL is lagging top peers in digital payments. Should You Forget PayPal and Buy Visa Instead?
• Negative Sentiment: Another analyst-style comparison says American Express has the edge over PayPal, adding to pressure on PYPL’s relative valuation and growth narrative. American Express vs. PayPal: Which Fintech Stock Has More Upside?

Insider Activity

In other news, CAO Chris Natali sold 2,208 shares of the stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $44.73, for a total transaction of $98,763.84. Following the transaction, the chief accounting officer directly owned 1,140 shares in the company, valued at approximately $50,992.20. This represents a 65.95% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Suzan Kereere sold 13,515 shares of the stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $46.02, for a total value of $621,960.30. Following the transaction, the insider owned 30,983 shares in the company, valued at $1,425,837.66. This trade represents a 30.37% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 57,373 shares of company stock worth $2,684,341. 0.63% of the stock is currently owned by insiders.

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.