Isthmus Partners LLC Purchases 42,531 Shares of PayPal Holdings, Inc. $PYPL

Isthmus Partners LLC lifted its position in PayPal Holdings, Inc. (NASDAQ:PYPL) by 22.5% in the 1st quarter, HoldingsChannel.com reports. The fund owned 231,587 shares of the credit services provider’s stock after acquiring an additional 42,531 shares during the quarter. Isthmus Partners LLC’s holdings in PayPal were worth $10,475,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Maia Wealth LLC boosted its holdings in PayPal by 2.5% during the third quarter. Maia Wealth LLC now owns 6,404 shares of the credit services provider’s stock worth $424,000 after purchasing an additional 155 shares during the last quarter. GeoWealth Management LLC increased its stake in PayPal by 6.2% in the 3rd quarter. GeoWealth Management LLC now owns 3,214 shares of the credit services provider’s stock valued at $216,000 after buying an additional 188 shares during the last quarter. Harrell Investment Partners LLC lifted its position in shares of PayPal by 2.1% during the 4th quarter. Harrell Investment Partners LLC now owns 9,374 shares of the credit services provider’s stock worth $547,000 after buying an additional 189 shares in the last quarter. Formidable Asset Management LLC lifted its position in shares of PayPal by 0.8% during the 1st quarter. Formidable Asset Management LLC now owns 25,937 shares of the credit services provider’s stock worth $1,173,000 after buying an additional 205 shares in the last quarter. Finally, KPP Advisory Services LLC boosted its stake in shares of PayPal by 3.3% in the 1st quarter. KPP Advisory Services LLC now owns 6,625 shares of the credit services provider’s stock worth $300,000 after buying an additional 214 shares during the last quarter. Hedge funds and other institutional investors own 68.32% of the company’s stock.

Insider Activity at PayPal

In other news, CAO Chris Natali sold 1,337 shares of the business’s stock in a transaction that occurred on Wednesday, April 29th. The shares were sold at an average price of $49.46, for a total value of $66,128.02. Following the sale, the chief accounting officer owned 1,586 shares of the company’s stock, valued at $78,443.56. The trade was a 45.74% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Frank Keller sold 4,612 shares of the firm’s stock in a transaction that occurred on Wednesday, June 3rd. The stock was sold at an average price of $42.54, for a total transaction of $196,194.48. Following the completion of the transaction, the insider directly owned 41,567 shares of the company’s stock, valued at approximately $1,768,260.18. This trade represents a 9.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 20,612 shares of company stock worth $966,623. Company insiders own 0.63% of the company’s stock.

PayPal News Roundup

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal is leaning harder into buy now, pay later (BNPL) as part of its checkout strategy, with reports suggesting the service could help lift conversion rates and increase basket sizes for merchants. PayPal (PYPL) Is Making BNPL A Bigger Part Of Checkout Growth
• Positive Sentiment: Management is also highlighting an AI-driven savings target of $1.5 billion, which could free up capital for investment in checkout, Venmo, and platform improvements while potentially supporting longer-term earnings growth. PayPal AI Push: Will $1.5B Savings Drive Faster Growth Ahead?
• Neutral Sentiment: Recent articles note that investors are closely watching PayPal because the stock remains cheap relative to peers and has drawn renewed market interest, but the broader thesis is still dependent on execution. Investors Heavily Search PayPal Holdings, Inc. (PYPL): Here is What You Need to Know
• Negative Sentiment: Analyst coverage is still mixed, and at least one recent initiation came in on a bearish note, reflecting ongoing concern about PayPal’s growth outlook and competitive position. This PayPal Analyst Begins Coverage On A Bearish Note; Here Are Top 5 Initiations For Wednesday
• Negative Sentiment: Some commentary also points to a cautious 2026 outlook and compares PayPal unfavorably with stronger fintech peers, which may be limiting enthusiasm despite the valuation appeal. Mastercard Vs. Paypal: The Argument Over Which Undervalued Fintech To Buy Has a Clear Cut Answer

PayPal Price Performance

PayPal stock opened at $44.53 on Thursday. The business’s 50 day simple moving average is $44.19 and its 200 day simple moving average is $47.59. PayPal Holdings, Inc. has a 12 month low of $38.46 and a 12 month high of $79.50. The company has a market cap of $39.28 billion, a price-to-earnings ratio of 8.35, a PEG ratio of 1.14 and a beta of 1.33. The company has a current ratio of 1.26, a quick ratio of 1.26 and a debt-to-equity ratio of 0.47.

PayPal (NASDAQ:PYPL) last released its earnings results on Tuesday, May 5th. The credit services provider reported $1.34 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.27 by $0.07. The business had revenue of $8.35 billion during the quarter, compared to the consensus estimate of $8.05 billion. PayPal had a return on equity of 25.02% and a net margin of 15.00%.The business’s revenue for the quarter was up 7.2% on a year-over-year basis. During the same period last year, the business posted $1.33 earnings per share. Sell-side analysts forecast that PayPal Holdings, Inc. will post 5.32 EPS for the current year.

PayPal Dividend Announcement

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

Analyst Ratings Changes

Several equities analysts have recently issued reports on the company. BMO Capital Markets initiated coverage on PayPal in a report on Tuesday, April 21st. They issued a “market perform” rating and a $52.00 target price for the company. Citigroup lifted their price target on PayPal from $42.00 to $48.00 and gave the stock a “neutral” rating in a report on Wednesday, April 8th. Zacks Research upgraded PayPal from a “strong sell” rating to a “hold” rating in a research note on Friday, April 17th. Loop Capital started coverage on PayPal in a research report on Tuesday, March 31st. They set a “hold” rating and a $46.00 target price for the company. Finally, Mizuho reiterated a “neutral” rating and set a $50.00 target price (down from $60.00) on shares of PayPal in a research note on Thursday, April 16th. Seven equities research analysts have rated the stock with a Buy rating, thirty-two have issued a Hold rating and six have given a Sell rating to the company. According to MarketBeat.com, PayPal currently has a consensus rating of “Hold” and an average target price of $53.72.

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.