Troy Asset Management Ltd Sells 12,391 Shares of PayPal Holdings, Inc. $PYPL

Troy Asset Management Ltd cut its stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 5.1% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 230,268 shares of the credit services provider’s stock after selling 12,391 shares during the quarter. PayPal makes up 0.3% of Troy Asset Management Ltd’s portfolio, making the stock its 29th largest holding. Troy Asset Management Ltd’s holdings in PayPal were worth $13,443,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Cloud Capital Management LLC bought a new position in shares of PayPal during the third quarter valued at $30,000. Kelleher Financial Advisors bought a new position in shares of PayPal during the third quarter valued at $30,000. Torren Management LLC bought a new position in shares of PayPal during the fourth quarter valued at $31,000. Strategic Advocates LLC bought a new position in shares of PayPal during the third quarter valued at $38,000. Finally, Steph & Co. lifted its holdings in shares of PayPal by 103.1% during the fourth quarter. Steph & Co. now owns 656 shares of the credit services provider’s stock valued at $38,000 after acquiring an additional 333 shares during the period. 68.32% of the stock is owned by institutional investors.

Key Headlines Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal’s stablecoin PYUSD has expanded to 70 global markets, which could support long-term international growth and broader use of the PayPal ecosystem. PayPal Unleashes Largest Stablecoin Expansion Yet as PYUSD Hits 70 Countries
• Positive Sentiment: Michael Burry’s reported stake in PayPal has drawn investor attention and may be viewed as a vote of confidence in the stock’s valuation. What PayPal Holdings (PYPL)’s Burry Stake, Restructuring and New Financing Moves Mean For Shareholders
• Positive Sentiment: Shareholders approved PayPal’s 2026 equity incentive plan, removing some governance uncertainty and supporting management’s compensation framework. PayPal Shareholders Approve 2026 Equity Incentive Plan
• Neutral Sentiment: PayPal is drawing heightened trading interest, but the coverage does not provide a new operational catalyst by itself. Here is What to Know Beyond Why PayPal Holdings, Inc. (PYPL) is a Trending Stock
• Neutral Sentiment: PayPal’s board overhaul and new stock plan were approved, which helps clarify governance but is not a major near-term growth catalyst. PayPal (PYPL) Overhauls Board of Directors and Greenlights New Stock Plan
• Negative Sentiment: New comparison pieces argue that Visa and American Express have stronger growth and more upside than PayPal, reinforcing concerns that PYPL is lagging top peers in digital payments. Should You Forget PayPal and Buy Visa Instead?
• Negative Sentiment: Another analyst-style comparison says American Express has the edge over PayPal, adding to pressure on PYPL’s relative valuation and growth narrative. American Express vs. PayPal: Which Fintech Stock Has More Upside?

PayPal Stock Performance

Shares of NASDAQ:PYPL opened at $44.23 on Monday. PayPal Holdings, Inc. has a twelve month low of $38.46 and a twelve month high of $79.50. The firm has a market cap of $39.02 billion, a PE ratio of 8.30, a price-to-earnings-growth ratio of 1.11 and a beta of 1.39. The company has a debt-to-equity ratio of 0.47, a quick ratio of 1.26 and a current ratio of 1.26. The business has a fifty day moving average of $46.40 and a 200-day moving average of $52.06.

PayPal (NASDAQ:PYPL) last announced its quarterly earnings data on Tuesday, May 5th. The credit services provider reported $1.34 EPS for the quarter, topping analysts’ consensus estimates of $1.27 by $0.07. The firm had revenue of $8.35 billion during the quarter, compared to analyst estimates of $8.05 billion. PayPal had a return on equity of 25.02% and a net margin of 15.00%.The company’s revenue was up 7.2% on a year-over-year basis. During the same period last year, the company earned $1.33 earnings per share. On average, equities research analysts predict that PayPal Holdings, Inc. will post 5.3 EPS for the current fiscal year.

PayPal Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 25th. Investors of record on Thursday, June 4th will be given a $0.14 dividend. This represents a $0.56 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date is Thursday, June 4th. PayPal’s dividend payout ratio (DPR) is presently 10.51%.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on PYPL shares. Cantor Fitzgerald lifted their price objective on PayPal from $42.00 to $54.00 and gave the company a “neutral” rating in a report on Tuesday, May 5th. Deutsche Bank Aktiengesellschaft lowered their target price on PayPal from $50.00 to $45.00 in a research note on Monday, May 11th. Daiwa Securities Group upgraded PayPal from a “hold” rating to an “outperform” rating in a research note on Wednesday, May 6th. TD Cowen restated a “hold” rating on shares of PayPal in a research note on Tuesday, February 3rd. Finally, Sanford C. Bernstein restated a “market perform” rating on shares of PayPal in a research note on Tuesday, February 24th. Eight research analysts have rated the stock with a Buy rating, thirty-two have given a Hold rating and five have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $55.85.

Insider Buying and Selling

In related news, insider Suzan Kereere sold 13,515 shares of PayPal stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $46.02, for a total value of $621,960.30. Following the completion of the sale, the insider directly owned 30,983 shares in the company, valued at $1,425,837.66. This trade represents a 30.37% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Chris Natali sold 1,337 shares of PayPal stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $49.46, for a total value of $66,128.02. Following the completion of the sale, the chief accounting officer owned 1,586 shares of the company’s stock, valued at approximately $78,443.56. The trade was a 45.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 57,373 shares of company stock worth $2,684,341 over the last three months. 0.63% of the stock is currently owned by company 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.