Green Alpha Advisors LLC Makes New Investment in PayPal Holdings, Inc. $PYPL

Green Alpha Advisors LLC bought a new position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 13,144 shares of the credit services provider’s stock, valued at approximately $568,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Bard Associates Inc. purchased a new stake in shares of PayPal during the fourth quarter valued at approximately $25,000. Allied Private Wealth LLC bought a new position in PayPal in the 2nd quarter valued at $25,000. Robinswood Financial LLC bought a new position in PayPal in the 1st quarter valued at $26,000. Caitong International Asset Management Co. Ltd increased its position in shares of PayPal by 15,233.3% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 460 shares of the credit services provider’s stock valued at $27,000 after purchasing an additional 457 shares during the last quarter. Finally, Mowery & Schoenfeld Wealth Management LLC bought a new stake in shares of PayPal during the 2nd quarter worth $27,000. Hedge funds and other institutional investors own 68.32% of the company’s stock.

Insider Buying and Selling at PayPal

In related news, insider Suzan Kereere sold 4,162 shares of the stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $60.96, for a total value of $253,715.52. Following the sale, the insider owned 30,983 shares in the company, valued at approximately $1,888,723.68. This trade represents a 11.84% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Chris Natali sold 1,337 shares of the business’s stock in a transaction dated Wednesday, July 29th. The stock was sold at an average price of $58.10, for a total value of $77,679.70. Following the transaction, the chief accounting officer owned 2,216 shares of the company’s stock, valued at approximately $128,749.60. The trade was a 37.63% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 14,774 shares of company stock valued at $738,249 in the last three months. Company insiders own 0.63% of the company’s stock.

PayPal Trading Down 1.2%

Shares of PYPL opened at $61.55 on Friday. PayPal Holdings, Inc. has a twelve month low of $38.46 and a twelve month high of $79.21. The stock has a market cap of $52.65 billion, a PE ratio of 11.64, a P/E/G ratio of 1.52 and a beta of 1.30. The company has a quick ratio of 1.29, a current ratio of 1.29 and a debt-to-equity ratio of 0.55. The business’s 50-day moving average price is $52.13 and its 200-day moving average price is $47.51.

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

PayPal Dividend Announcement

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

Analysts Set New Price Targets

Several equities analysts recently weighed in on PYPL shares. Royal Bank Of Canada increased their price target on shares of PayPal from $59.00 to $65.00 and gave the company an “outperform” rating in a research report on Wednesday, July 29th. BNP Paribas Exane boosted their target price on shares of PayPal from $43.50 to $52.00 and gave the company a “neutral” rating in a research note on Tuesday, July 21st. Wells Fargo & Company increased their target price on shares of PayPal from $48.00 to $56.00 and gave the company an “equal weight” rating in a research report on Wednesday, July 29th. Morgan Stanley set a $45.00 price target on shares of PayPal in a research note on Wednesday, July 29th. Finally, Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and issued a $45.00 price objective on shares of PayPal in a research note on Wednesday, July 29th. Nine research analysts have rated the stock with a Buy rating, thirty-four have issued a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat.com, PayPal presently has a consensus rating of “Hold” and an average price target of $56.28.

Key Headlines 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 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.