FNY Investment Advisers LLC Invests $1.49 Million in PayPal Holdings, Inc. $PYPL

FNY Investment Advisers LLC purchased a new stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 25,500 shares of the credit services provider’s stock, valued at approximately $1,488,000.

Several other large investors have also modified their holdings of the business. Dimensional Fund Advisors LP increased its position 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 purchasing an additional 2,160,227 shares during the last quarter. Lazard Asset Management LLC lifted its position in PayPal by 1,066.0% in the second quarter. Lazard Asset Management LLC now owns 2,106,215 shares of the credit services provider’s stock valued at $156,532,000 after buying an additional 1,925,583 shares during the last quarter. Two Sigma Investments LP acquired a new position in PayPal in the third quarter valued at about $97,794,000. Invesco Ltd. boosted its stake in PayPal by 10.9% during the third quarter. Invesco Ltd. now owns 11,131,949 shares of the credit services provider’s stock worth $746,508,000 after buying an additional 1,093,365 shares during the period. Finally, SG Americas Securities LLC increased its position in shares of PayPal by 245.6% during the fourth quarter. SG Americas Securities LLC now owns 1,091,482 shares of the credit services provider’s stock valued at $63,721,000 after acquiring an additional 775,647 shares during the last quarter. Institutional investors and hedge funds own 68.32% of the company’s stock.

Insider Buying and Selling at PayPal

In related news, CAO Chris Natali sold 2,208 shares of the company’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 transaction of $98,763.84. Following the sale, 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 ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Suzan Kereere sold 13,515 shares of the firm’s stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $46.02, for a total transaction of $621,960.30. Following the completion of the sale, the insider directly owned 30,983 shares in the company, valued at approximately $1,425,837.66. This trade represents a 30.37% decrease in their position. 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. Corporate insiders own 0.08% of the company’s stock.

Key PayPal News

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal is investing in product-led growth — the company disclosed a $400M push to revive its branded checkout, signaling management is prioritizing merchant conversion and revenue monetization. PayPal Invests $400M to Revive Checkout Growth
• Positive Sentiment: PayPal is participating in stablecoin and cross‑border initiatives alongside Convera and Nium, which could open lower‑cost rails and new revenue streams if regulators and integration go smoothly. Stablecoins roll on as rules evolve
• Neutral Sentiment: Loop Capital initiated coverage with a Hold and a $46 target, underscoring execution risks and a cautious near‑term view on margins and EPS growth. Loop Capital Initiates Coverage on PayPal
• Neutral Sentiment: Merchant adoption examples (e.g., American Water accepting PayPal/Venmo/Apple Pay) show continued wallet utility but are incremental to scale and monetization. American Water Offers Convenient Ways for Customers to Pay
• Negative Sentiment: Multiple law firms have filed or alerted investors to securities class actions tied to the February CEO change and the withdrawal of long‑term targets; lead‑plaintiff deadlines (April 20, 2026) and potential damages raise near‑term legal risk and uncertainty. Labaton Keller Sucharow Announces Expanded Securities Class Action
• Negative Sentiment: Coverage and commentary are highlighting a governance/strategy gap after the CEO ouster and withdrawn guidance, which could weigh on sentiment and valuation until management clearly re‑establishes targets and execution. PayPal Lawsuits And CEO Shakeup Put Focus On Valuation Gap
• Negative Sentiment: Analyst and market signals are mixed: Quiver/secondary coverage notes heavy insider selling, divergent price targets (median ~ $56.5), and institutional rebalancing — factors that can prolong valuation pressure despite a low P/E. PayPal Stock Opinions on Loop Capital Coverage

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on the stock. Deutsche Bank Aktiengesellschaft reduced their price target on shares of PayPal from $75.00 to $65.00 and set a “hold” rating on the stock in a research note on Friday, December 5th. UBS Group reaffirmed a “neutral” rating and set a $44.00 price objective on shares of PayPal in a research report on Wednesday, February 4th. Weiss Ratings reissued a “hold (c)” rating on shares of PayPal in a research report on Thursday, January 22nd. Truist Financial decreased their price target on PayPal from $58.00 to $39.00 and set a “sell” rating on the stock in a research note on Tuesday, February 10th. Finally, Sanford C. Bernstein restated a “market perform” rating on shares of PayPal in a research report on Tuesday, February 24th. Eight investment analysts have rated the stock with a Buy rating, thirty-one have assigned a Hold rating and six have given a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Hold” and a consensus target price of $58.11.

PayPal Stock Performance

Shares of PYPL stock opened at $45.34 on Friday. The company has a quick ratio of 1.29, a current ratio of 1.29 and a debt-to-equity ratio of 0.49. PayPal Holdings, Inc. has a 52 week low of $38.46 and a 52 week high of $79.50. The stock has a market capitalization of $41.74 billion, a PE ratio of 8.38, a P/E/G ratio of 1.33 and a beta of 1.40. The firm has a 50 day moving average of $45.39 and a two-hundred day moving average of $57.50.

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 analysts’ consensus estimates of $1.29 by ($0.06). The company had revenue of $8.68 billion for the quarter, compared to analysts’ expectations of $8.82 billion. PayPal had a return on equity of 25.42% and a net margin of 15.77%.The firm’s revenue was up 4.0% compared to the same quarter last year. During the same period in the prior year, the company posted $1.19 EPS. On average, research analysts predict that PayPal Holdings, Inc. will post 5.03 EPS for the current fiscal year.

PayPal Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, March 25th. Shareholders of record on Wednesday, March 4th were issued a dividend of $0.14 per share. The ex-dividend date was Wednesday, March 4th. This represents a $0.56 annualized dividend and a yield of 1.2%. PayPal’s dividend payout ratio is 10.35%.

PayPal 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.