PayPal Holdings, Inc. $PYPL Stock Position Reduced by Amiral Gestion

Amiral Gestion lessened its stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 43.7% in the 4th quarter, Holdings Channel reports. The firm owned 236,209 shares of the credit services provider’s stock after selling 183,420 shares during the period. PayPal makes up 5.0% of Amiral Gestion’s investment portfolio, making the stock its 8th largest holding. Amiral Gestion’s holdings in PayPal were worth $13,790,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the company. Norges Bank bought a new position in PayPal during the second quarter valued at approximately $921,570,000. Dimensional Fund Advisors LP raised its holdings in shares of PayPal by 35.9% during the 3rd quarter. Dimensional Fund Advisors LP now owns 8,177,536 shares of the credit services provider’s stock worth $548,520,000 after acquiring an additional 2,160,227 shares in the last quarter. Lazard Asset Management LLC boosted its position in shares of PayPal by 1,066.0% during 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 acquiring an additional 1,925,583 shares during the last quarter. Two Sigma Investments LP bought a new position in shares of PayPal during the 3rd quarter valued at approximately $97,794,000. Finally, Arrowstreet Capital Limited Partnership grew its holdings in shares of PayPal by 45.0% in the second quarter. Arrowstreet Capital Limited Partnership now owns 3,569,023 shares of the credit services provider’s stock valued at $265,250,000 after purchasing an additional 1,107,202 shares in the last quarter. Hedge funds and other institutional investors own 68.32% of the company’s stock.

Insider Transactions at PayPal

In related news, CAO Chris Natali sold 2,208 shares of the business’s stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $44.73, for a total value of $98,763.84. Following the sale, the chief accounting officer directly owned 1,140 shares in the company, valued at $50,992.20. The trade was a 65.95% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Frank Keller sold 29,581 shares of the firm’s stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $46.02, for a total transaction of $1,361,317.62. Following the sale, the executive vice president owned 51,567 shares of the company’s stock, valued at $2,373,113.34. The trade was a 36.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 87,608 shares of company stock valued at $3,831,535 in the last quarter. Insiders own 0.08% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts recently weighed in on PYPL shares. Zacks Research cut shares of PayPal from a “hold” rating to a “strong sell” rating in a research report on Wednesday, February 11th. Raymond James Financial restated a “market perform” rating on shares of PayPal in a research note on Monday, February 23rd. Argus decreased their price target on shares of PayPal from $87.00 to $65.00 and set a “buy” rating on the stock in a research note on Friday, February 6th. Daiwa Securities Group cut their price target on PayPal from $61.00 to $42.00 and set a “neutral” rating for the company in a research note on Tuesday, February 10th. Finally, Morgan Stanley reduced their target price on PayPal from $50.00 to $34.00 and set an “underweight” rating on the stock in a report on Wednesday, February 4th. Eight equities research analysts have rated the stock with a Buy rating, thirty have given a Hold rating and six have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $58.43.

PayPal Stock Performance

PYPL opened at $43.59 on Friday. The stock has a market cap of $40.13 billion, a PE ratio of 8.06, a price-to-earnings-growth ratio of 1.35 and a beta of 1.43. The business’s 50 day moving average is $46.29 and its 200-day moving average is $58.11. PayPal Holdings, Inc. has a twelve month low of $38.46 and a twelve month high of $79.50. The company has a current ratio of 1.29, a quick ratio of 1.29 and a debt-to-equity ratio of 0.49.

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

PayPal Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, March 25th. Investors of record on Wednesday, March 4th were issued a dividend of $0.14 per share. This represents a $0.56 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date of this dividend was Wednesday, March 4th. PayPal’s payout ratio is presently 10.35%.

Key Stories Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Board/leadership boost — PayPal added Alyssa Henry (former Block/Square CEO) to its board, giving management deeper payments and merchant-platform experience that could help execution on product expansions and merchant adoption. PayPal (PYPL) Stock Reacts as Company Welcomes Former Square CEO Alyssa Henry to Board
• Positive Sentiment: Product/market expansion — PayPal is expanding its USD stablecoin (PYUSD) internationally and integrating with crypto platforms (Bybit EU) to enable fiat on/off ramps in Europe under MiCA, which could drive new flows, fees and cross-border use cases if adoption scales. PayPal Expands PYUSD Globally As Board Shift Frames Valuation Question
• Neutral Sentiment: Street positioning — Analysts presently rate PYPL around a consensus “Hold”, reflecting mixed views: valuation appears cheap on forward P/E but outlook and execution risks keep many from turning bullish. PayPal Holdings, Inc. (NASDAQ:PYPL) Receives Consensus Rating of “Hold” from Analysts
• Negative Sentiment: Legal overhang — Multiple law firms and plaintiff notices surfaced after a surprise CEO ouster and the withdrawal of long‑term targets; a wave of securities-class-action filings and lead‑plaintiff notices increases potential litigation costs, distraction and uncertainty for investors. PYPL ALERT: Hagens Berman Alerts PayPal (PYPL) Investors to Securities Class Action
• Negative Sentiment: Regulatory/regulatory‑political scrutiny — The FTC sent warning letters about “debanking” practices to PayPal and other payment firms, increasing regulatory oversight and reputational risk tied to politically sensitive account‑closure decisions. That scrutiny can complicate compliance and customer‑risk policies. FTC warns PayPal, Visa, Mastercard and Stripe against debanking after Trump’s executive order
• Negative Sentiment: Valuation vs. fundamentals — Coverage pieces note PYPL trades at a low forward P/E but warn weak guidance, competitive pressure (BNPL competitors, merchant alternatives) and macro headwinds may limit upside until growth visibility returns. PayPal Stock Trades Below Industry P/E: How to Play the Stock?

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.