Ameritas Advisory Services LLC Decreases Stock Holdings in PayPal Holdings, Inc. $PYPL

Ameritas Advisory Services LLC reduced its holdings in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 89.2% during the third quarter, HoldingsChannel.com reports. The fund owned 2,052 shares of the credit services provider’s stock after selling 17,032 shares during the quarter. Ameritas Advisory Services LLC’s holdings in PayPal were worth $138,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of PYPL. Shariaportfolio Inc. boosted its holdings in shares of PayPal by 3.9% in the 3rd quarter. Shariaportfolio Inc. now owns 31,612 shares of the credit services provider’s stock worth $2,120,000 after buying an additional 1,175 shares during the last quarter. Lafayette Investments Inc. raised its position in PayPal by 4.9% in the third quarter. Lafayette Investments Inc. now owns 63,278 shares of the credit services provider’s stock worth $4,243,000 after acquiring an additional 2,966 shares during the period. Missouri Trust & Investment Co boosted its stake in PayPal by 6.7% in the third quarter. Missouri Trust & Investment Co now owns 27,111 shares of the credit services provider’s stock valued at $1,818,000 after acquiring an additional 1,698 shares during the last quarter. Abich Financial Wealth Management LLC bought a new position in shares of PayPal during the 3rd quarter valued at approximately $411,000. Finally, Assetmark Inc. grew its position in shares of PayPal by 12.9% during the 3rd quarter. Assetmark Inc. now owns 6,433 shares of the credit services provider’s stock valued at $431,000 after acquiring an additional 737 shares during the period. Institutional investors own 68.32% of the company’s stock.

Insider Activity

In related news, CAO Chris Natali sold 1,213 shares of the business’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $40.49, for a total transaction of $49,114.37. Following the transaction, the chief accounting officer owned 404 shares in the company, valued at $16,357.96. The trade was a 75.02% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Frank Keller sold 3,478 shares of the stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $40.20, for a total value of $139,815.60. Following the completion of the transaction, the executive vice president directly owned 51,567 shares of the company’s stock, valued at $2,072,993.40. This represents a 6.32% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.08% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of analysts have issued reports on the company. Robert W. Baird set a $52.00 target price on PayPal in a research report on Wednesday, February 4th. TD Cowen reiterated a “hold” rating on shares of PayPal in a research note on Tuesday, February 3rd. Wall Street Zen cut PayPal from a “buy” rating to a “hold” rating in a research note on Sunday, January 18th. Bank of America reaffirmed a “neutral” rating and set a $68.00 price objective (down from $93.00) on shares of PayPal in a report on Thursday, December 11th. Finally, The Goldman Sachs Group reduced their target price on shares of PayPal from $64.00 to $41.00 and set a “sell” rating for the company in a research note on Wednesday, February 4th. Nine research analysts have rated the stock with a Buy rating, thirty have given a Hold rating and five have assigned a Sell rating to the company. According to data from MarketBeat.com, PayPal currently has a consensus rating of “Hold” and a consensus target price of $61.03.

Key Headlines Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Small‑cap partner deal highlights continued ecosystem reach — OLB Group announced a global integration of PayPal checkout/wallet into its SecurePay gateway; the partner stock surged, signaling market interest in PayPal’s distribution tie‑ups. OLB Group Stock Skyrockets On PayPal Partnership
• Positive Sentiment: Some analysts/commentators view PYPL as deeply undervalued — pieces arguing the stock is mispriced point to low valuation multiples and durable revenue pillars (Venmo, PSP, BNPL) as reasons for long‑term upside. PayPal: Despite Uncertainty, Stock Remains A Buy
• Neutral Sentiment: Fund manager rotation — Gator Capital disclosed selling PYPL in its Q4 letter; could reflect portfolio rebalancing rather than a firm view on fundamentals. Here’s Why Gator Capital Sold PayPal (PYPL)
• Neutral Sentiment: Transaction revenue commentary is mixed — Q4 transaction revenues rose modestly but take‑rate pressure and a flat 2026 TM$ outlook cloud the growth story. Monitor take‑rate and TPV trends in upcoming updates. PYPL’s Transaction Revenues: Will it Pave the Way or Hinder Growth?
• Negative Sentiment: Widespread securities‑class action activity — Multiple firms have filed suits or are soliciting lead‑plaintiff applicants alleging misstatements during Feb. 25, 2025–Feb. 2, 2026; this increases legal risk and potential headline volatility. PYPL Investors Have Opportunity to Lead PayPal Securities Fraud Lawsuit
• Negative Sentiment: Analyst cut on fundamentals — Truist cut estimates and lowered the price target to $39 (Sell), citing slower volume and take‑rate compression; this is a headwind for sentiment and target/ratings‑driven flows. Truist Lowers PayPal Estimates
• Negative Sentiment: Leadership change + weak results scrutiny — Notices from plaintiff firms link the CEO transition and the company’s weak quarter, heightening uncertainty around execution and investor confidence. PayPal CEO Exit Coincides With Weakest Quarterly Performance
• Negative Sentiment: Insider selling — PayPal’s CAO sold 1,213 shares (large % reduction in his holdings), a disclosure that may be read negatively by some investors. SEC Filing: Insider Sale

PayPal Stock Performance

PayPal stock opened at $41.45 on Thursday. PayPal Holdings, Inc. has a fifty-two week low of $38.46 and a fifty-two week high of $79.50. The company has a debt-to-equity ratio of 0.49, a quick ratio of 1.29 and a current ratio of 1.29. The stock has a market cap of $38.16 billion, a P/E ratio of 7.66, a price-to-earnings-growth ratio of 1.06 and a beta of 1.43. The firm’s fifty day moving average price is $53.80 and its 200-day moving average price is $62.52.

PayPal (NASDAQ:PYPL) last released its earnings results on Tuesday, February 3rd. The credit services provider reported $1.23 earnings per share for the quarter, missing analysts’ consensus estimates of $1.29 by ($0.06). PayPal had a return on equity of 25.42% and a net margin of 15.77%.The firm had revenue of $8.68 billion during the quarter, compared to the consensus estimate of $8.82 billion. During the same quarter in the previous year, the firm earned $1.19 EPS. The business’s quarterly revenue was up 4.0% compared to the same quarter last year. On average, equities research analysts expect that PayPal Holdings, Inc. will post 5.03 earnings per share for the current fiscal year.

PayPal Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, March 25th. Stockholders of record on Wednesday, March 4th will be issued a dividend of $0.14 per share. This represents a $0.56 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Wednesday, March 4th. PayPal’s dividend payout ratio is currently 10.35%.

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.