Generali Investments CEE investicni spolecnost a.s. boosted its position in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 26.0% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 85,100 shares of the credit services provider’s stock after purchasing an additional 17,577 shares during the quarter. Generali Investments CEE investicni spolecnost a.s.’s holdings in PayPal were worth $4,968,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Cloud Capital Management LLC acquired a new stake in shares of PayPal in the third quarter valued at about $30,000. Kelleher Financial Advisors acquired a new position in PayPal during the third quarter worth about $30,000. True Wealth Design LLC grew its stake in PayPal by 285.3% during the 3rd quarter. True Wealth Design LLC now owns 524 shares of the credit services provider’s stock valued at $35,000 after acquiring an additional 388 shares in the last quarter. Dagco Inc. grew its stake in PayPal by 1,250.0% during the 3rd quarter. Dagco Inc. now owns 540 shares of the credit services provider’s stock valued at $36,000 after acquiring an additional 500 shares in the last quarter. Finally, Total Investment Management Inc. acquired a new stake in PayPal in the 2nd quarter valued at about $38,000. Hedge funds and other institutional investors own 68.32% of the company’s stock.
Key PayPal News
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?
Analysts Set New Price Targets
Get Our Latest Analysis on PayPal
PayPal Stock Down 3.6%
NASDAQ:PYPL opened at $43.59 on Friday. PayPal Holdings, Inc. has a 52 week low of $38.46 and a 52 week high of $79.50. The stock’s fifty day moving average is $46.29 and its two-hundred day moving average is $58.11. The stock has a market capitalization of $40.13 billion, a price-to-earnings ratio of 8.06, a price-to-earnings-growth ratio of 1.35 and a beta of 1.43. 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 (NASDAQ:PYPL – Get Free Report) last issued 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 firm had revenue of $8.68 billion during the quarter, compared to analyst estimates of $8.82 billion. PayPal had a net margin of 15.77% and a return on equity of 25.42%. The company’s quarterly revenue was up 4.0% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.19 earnings per share. Research analysts anticipate that PayPal Holdings, Inc. will post 5.03 EPS for the current year.
PayPal Dividend Announcement
The company also recently announced a quarterly dividend, which was paid on Wednesday, March 25th. Shareholders of record on Wednesday, March 4th were given a $0.14 dividend. This represents a $0.56 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend was Wednesday, March 4th. PayPal’s payout ratio is currently 10.35%.
Insider Buying and Selling at PayPal
In other news, CAO Chris Natali sold 2,208 shares of the firm’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 completion of the transaction, the chief accounting officer owned 1,140 shares of the company’s stock, valued at approximately $50,992.20. This trade represents a 65.95% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Frank Keller sold 29,581 shares of PayPal 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 $1,361,317.62. Following the completion of the transaction, the executive vice president owned 51,567 shares of the company’s stock, valued at $2,373,113.34. This trade represents a 36.45% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 87,608 shares of company stock valued at $3,831,535 in the last three months. 0.08% of the stock is owned by corporate insiders.
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.
See Also
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