PayPal Holdings, Inc. $PYPL Shares Sold by Empirical Financial Services LLC d.b.a. Empirical Wealth Management

Empirical Financial Services LLC d.b.a. Empirical Wealth Management cut its position in PayPal Holdings, Inc. (NASDAQ:PYPL) by 84.1% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 19,311 shares of the credit services provider’s stock after selling 102,421 shares during the quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management’s holdings in PayPal were worth $1,295,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Norges Bank purchased a new position in PayPal in the 2nd quarter valued at about $921,570,000. Lazard Asset Management LLC raised its position in shares of PayPal by 1,066.0% in the 2nd quarter. Lazard Asset Management LLC now owns 2,106,215 shares of the credit services provider’s stock valued at $156,532,000 after purchasing an additional 1,925,583 shares in the last quarter. Arrowstreet Capital Limited Partnership boosted its stake in shares of PayPal by 45.0% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 3,569,023 shares of the credit services provider’s stock valued at $265,250,000 after buying an additional 1,107,202 shares during the last quarter. Federated Hermes Inc. grew its position in shares of PayPal by 3,552.7% during the third quarter. Federated Hermes Inc. now owns 690,696 shares of the credit services provider’s stock worth $46,318,000 after buying an additional 671,787 shares in the last quarter. Finally, Jupiter Asset Management Ltd. increased its stake in shares of PayPal by 128.5% in the third quarter. Jupiter Asset Management Ltd. now owns 1,024,637 shares of the credit services provider’s stock worth $68,712,000 after buying an additional 576,228 shares during the last quarter. Hedge funds and other institutional investors own 68.32% of the company’s stock.

Insider Transactions at PayPal

In other news, EVP Frank Keller sold 3,478 shares of the company’s stock in a transaction on Friday, February 6th. The stock was sold at an average price of $40.20, for a total transaction of $139,815.60. Following the completion of the sale, 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 ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CAO Chris Natali sold 1,213 shares of PayPal stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $40.49, for a total value of $49,114.37. Following the completion of the transaction, the chief accounting officer directly owned 404 shares in the company, valued at $16,357.96. This represents a 75.02% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 42,304 shares of company stock valued at $1,749,493 in the last three months. 0.08% of the stock is currently owned by corporate insiders.

PayPal News Summary

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Deep‑value / contrarian case: commentators note PYPL trades near IPO‑era levels with a single‑digit P/E and extremely oversold technicals, which could attract value buyers if execution stabilizes. Read More.
• Positive Sentiment: Selective bull views: some analysts and features highlight Venmo, BNPL and PSP growth, strong free cash flow and buybacks/dividend as upside levers if management can defend share and improve conversion. Read More.
• Neutral Sentiment: Mixed market narrative: coverage is split between value‑buyers and skeptics who see the post‑earnings sell‑off as confirmation of secular share loss; that debate is keeping volatility elevated. Read More.
• Neutral Sentiment: Small partner integrations announced (merchant/partner deals) — headline noise for partners but limited near‑term impact on PayPal’s core metrics. Read More.
• Negative Sentiment: Earnings miss, weak guidance and CEO change: Q4 EPS and revenue missed estimates and FY‑2026 guidance disappointed; the abrupt CEO transition amplified concerns and drove the initial sharp share decline. Read More.
• Negative Sentiment: Wave of securities‑fraud filings and investor alerts: multiple law firms have announced class actions covering a defined class period, creating legal overhang and potential expense/distraction for management. Read More.
• Negative Sentiment: Insider selling and leadership turnover: sizable insider sales (including a large sale by Suzan Kereere and a CAO sale) shortly after the weak print raise governance/comfort concerns among some investors. Read More.
• Negative Sentiment: Analyst cuts and competitive pressure: several firms trimmed estimates and targets citing branded‑checkout weakness and take‑rate pressure from competitors (Apple, Stripe), which reduces near‑term upside expectations. Read More.

PayPal Price Performance

Shares of PYPL opened at $41.65 on Monday. PayPal Holdings, Inc. has a one year low of $38.46 and a one year high of $79.50. The stock’s fifty day moving average is $53.00 and its 200-day moving average is $62.10. 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 firm has a market capitalization of $38.35 billion, a price-to-earnings ratio of 7.70, a price-to-earnings-growth ratio of 1.08 and a beta of 1.43.

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

PayPal Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 25th. Stockholders of record on Wednesday, March 4th will be given a dividend of $0.14 per share. This represents a $0.56 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date is Wednesday, March 4th. PayPal’s dividend payout ratio is 10.35%.

Analysts Set New Price Targets

PYPL has been the topic of a number of research analyst reports. Bank of America reiterated a “neutral” rating and set a $68.00 price objective (down from $93.00) on shares of PayPal in a research note on Thursday, December 11th. Dbs Bank raised shares of PayPal to a “hold” rating in a research report on Friday, February 6th. The Goldman Sachs Group lowered their price objective on PayPal from $64.00 to $41.00 and set a “sell” rating for the company in a report on Wednesday, February 4th. JPMorgan Chase & Co. decreased their price objective on shares of PayPal from $70.00 to $46.00 and set a “neutral” rating for the company in a report on Wednesday, February 4th. Finally, Deutsche Bank Aktiengesellschaft dropped their price target on PayPal from $75.00 to $65.00 and set a “hold” rating on the stock in a research report on Friday, December 5th. Nine analysts have rated the stock with a Buy rating, thirty have issued a Hold rating and five have issued a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $61.03.

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.