Signet Financial Management LLC Trims Stock Holdings in PayPal Holdings, Inc. $PYPL

Signet Financial Management LLC lowered its stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 38.3% during the fourth quarter, Holdings Channel reports. The fund owned 21,979 shares of the credit services provider’s stock after selling 13,663 shares during the quarter. Signet Financial Management LLC’s holdings in PayPal were worth $1,283,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Norges Bank purchased a new position in PayPal in the 2nd quarter valued at about $921,570,000. Dimensional Fund Advisors LP grew its holdings in shares of PayPal by 35.9% during the third quarter. Dimensional Fund Advisors LP now owns 8,177,536 shares of the credit services provider’s stock worth $548,520,000 after buying an additional 2,160,227 shares in the last quarter. Lazard Asset Management LLC raised its position in shares of 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 shares of PayPal in the third quarter valued at approximately $97,794,000. Finally, Arrowstreet Capital Limited Partnership lifted its stake in shares of PayPal by 45.0% during 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 buying an additional 1,107,202 shares during the period. Hedge funds and other institutional investors own 68.32% of the company’s stock.

PayPal Stock Performance

NASDAQ:PYPL opened at $44.01 on Friday. The company has a market cap of $40.52 billion, a P/E ratio of 8.13, a P/E/G ratio of 1.31 and a beta of 1.43. The firm’s 50 day moving average is $47.53 and its two-hundred day moving average is $58.87. PayPal Holdings, Inc. has a fifty-two week low of $38.46 and a fifty-two week high of $79.50. 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) last released its quarterly earnings data on Tuesday, February 3rd. The credit services provider reported $1.23 EPS for the quarter, missing analysts’ consensus estimates of $1.29 by ($0.06). The firm had revenue of $8.68 billion for the quarter, compared to analyst estimates of $8.82 billion. PayPal had a return on equity of 25.42% and a net margin of 15.77%.The company’s quarterly revenue was up 4.0% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.19 earnings per share. Analysts expect that PayPal Holdings, Inc. will post 5.03 EPS for the current year.

PayPal Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 25th. Stockholders of record on Wednesday, March 4th will be issued a $0.14 dividend. This represents a $0.56 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date is Wednesday, March 4th. PayPal’s dividend payout ratio (DPR) is 10.35%.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on PYPL shares. JPMorgan Chase & Co. decreased their target price on shares of PayPal from $70.00 to $46.00 and set a “neutral” rating on the stock in a research report on Wednesday, February 4th. Rothschild & Co Redburn reduced their price target on PayPal from $50.00 to $32.00 and set a “sell” rating on the stock in a research note on Wednesday, February 11th. Zacks Research cut PayPal from a “hold” rating to a “strong sell” rating in a report on Wednesday, February 11th. Susquehanna lowered their price objective on PayPal from $90.00 to $63.00 and set a “positive” rating for the company in a research report on Wednesday, February 4th. Finally, Wolfe Research reiterated a “sell” rating on shares of PayPal in a research note on Monday, February 23rd. Eight equities research analysts have rated the stock with a Buy rating, thirty-one have given a Hold rating and six have given a Sell rating to the company’s stock. Based on data from MarketBeat, PayPal has a consensus rating of “Hold” and a consensus target price of $59.03.

PayPal News Roundup

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Analysts and commentators note recent price weakness has created a potential valuation entry for some investors — a short‑term rebound/momentum case is being discussed. Assessing Whether PayPal (PYPL) Looks Undervalued
• Neutral Sentiment: Macro note — PayPal executives and peers are discussing the K‑shaped economy (uneven consumer strength) which could mean mixed transactional volumes: pockets of resilience but pressure on lower‑income cohorts. This is context for payments growth but not an immediate catalyst. Visa, PayPal execs react to K-shaped economy
• Negative Sentiment: Hagens Berman and other firms say a securities class action has been filed after the surprise CEO ouster and withdrawal of long‑term targets; allegations focus on misleading statements about Branded Checkout growth and readiness for enterprise salesforce integration — this increases litigation risk and governance uncertainty. PYPL SHAREHOLDER NOTICE: Hagens Berman Alerts PayPal
• Negative Sentiment: Multiple plaintiff law firms (Faruqi & Faruqi, Rosen, Bernstein, Pomerantz, Bragar Eagel & Squire, etc.) are actively soliciting lead‑plaintiff motions with an April 20 deadline — widespread filings and publicity amplify settlement/defense costs and investor uncertainty. Representative reminder: Faruqi & Faruqi. PYPL INVESTOR NOTICE: Faruqi & Faruqi
• Negative Sentiment: Media analysis ties the lawsuit and CEO exit to a widening valuation gap and renewed questions about PayPal’s disclosures and segment performance (Branded Checkout), keeping downward pressure on sentiment. PayPal Lawsuit And CEO Exit Put Valuation Gap In Sharper Focus
• Negative Sentiment: Derivative/income funds that write calls on PYPL (e.g., YieldMax’s PYPY) are benefiting from and highlighting downside in the underlying — a sign that structured products are positioning for continued weakness. YieldMax’s PYPY Riding On The Way Down With PayPal

Insider Transactions at PayPal

In related news, EVP Frank Keller sold 29,581 shares of the 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 sale, the executive vice president owned 51,567 shares of the company’s stock, valued at approximately $2,373,113.34. This represents a 36.45% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, 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 transaction of $98,763.84. Following the completion of the transaction, the chief accounting officer owned 1,140 shares in the company, valued at $50,992.20. The trade was a 65.95% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 87,608 shares of company stock worth $3,831,535 in the last three months. 0.08% 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.