Savant Capital LLC Trims Stock Holdings in PayPal Holdings, Inc. $PYPL

Savant Capital LLC trimmed its holdings in PayPal Holdings, Inc. (NASDAQ:PYPL) by 59.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 14,574 shares of the credit services provider’s stock after selling 21,028 shares during the quarter. Savant Capital LLC’s holdings in PayPal were worth $851,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently modified their holdings of PYPL. Brighton Jones LLC increased its holdings in PayPal by 15.2% during the 4th quarter. Brighton Jones LLC now owns 6,989 shares of the credit services provider’s stock worth $596,000 after purchasing an additional 924 shares during the period. Revolve Wealth Partners LLC purchased a new position in PayPal during the 4th quarter worth $248,000. Sivia Capital Partners LLC increased its holdings in PayPal by 41.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,470 shares of the credit services provider’s stock worth $332,000 after purchasing an additional 1,310 shares during the period. United Bank increased its holdings in PayPal by 40.1% during the 2nd quarter. United Bank now owns 17,388 shares of the credit services provider’s stock worth $1,292,000 after purchasing an additional 4,974 shares during the period. Finally, Federated Hermes Inc. increased its holdings in PayPal by 17.9% during the 2nd quarter. Federated Hermes Inc. now owns 18,909 shares of the credit services provider’s stock worth $1,405,000 after purchasing an additional 2,865 shares during the period. 68.32% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal is drawing bullish attention after a rating upgrade suggested its business reset could start rewarding patient investors, which may be helping sentiment around the stock. PayPal’s Reset Could Finally Reward Patient Buyers (Rating Upgrade)
• Positive Sentiment: Michael Burry disclosed a significant bet on PayPal, which can boost investor confidence by signaling that a well-known value investor sees upside in the shares. Michael Burry Bets On PayPal Stock As It Trades Over 80% Down From 2021 Highs
• Positive Sentiment: PayPal and Hey Savi launched the UK’s first agentic commerce platform with in-app checkout, highlighting PayPal’s push into AI-driven shopping and new checkout experiences. Hey Savi and PayPal Launch UK’s First Agentic Commerce Platform with In-App Checkout; Debenhams Group Joins as First Retail Adopter
• Neutral Sentiment: PayPal is being discussed heavily across investor sites, but the article mainly reflects heightened attention rather than a new fundamental development. Investors Heavily Search PayPal Holdings, Inc. (PYPL): Here is What You Need to Know
• Neutral Sentiment: A story about Apple’s possible bill-splitting feature notes pressure on PayPal and Block, but it is still only a prospective product and not an immediate earnings driver. Apple Plans iPhone Bill Splitting as PayPal, Block Pare Gains
• Neutral Sentiment: Coverage on PayPal CEO leadership and the company’s AI efforts adds background context, but the headline alone does not indicate a major new financial catalyst. PayPal CEO leans on AI chief
• Negative Sentiment: Apple’s rumored bill-splitting tool could increase competition in consumer payments and checkout, potentially pressuring PayPal’s growth narrative over time. Apple Plans iPhone Bill Splitting as PayPal, Block Pare Gains

Analyst Upgrades and Downgrades

Several research analysts have commented on the company. Raymond James Financial restated a “market perform” rating on shares of PayPal in a report on Monday, February 23rd. William Blair reaffirmed a “market perform” rating on shares of PayPal in a research report on Tuesday, February 3rd. Compass Point raised PayPal from a “sell” rating to a “neutral” rating and set a $51.00 target price on the stock in a research report on Wednesday, February 4th. Needham & Company LLC reaffirmed a “hold” rating on shares of PayPal in a research report on Tuesday, May 5th. Finally, UBS Group increased their target price on PayPal from $44.00 to $48.00 and gave the company a “neutral” rating in a research report on Wednesday, May 6th. Eight equities research analysts have rated the stock with a Buy rating, thirty-two have assigned a Hold rating and five have assigned a Sell rating to the company’s stock. According to data from MarketBeat, PayPal presently has a consensus rating of “Hold” and a consensus target price of $55.85.

Insider Transactions at PayPal

In other PayPal news, 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 transaction 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 position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Frank Keller sold 10,732 shares of PayPal stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $49.96, for a total value of $536,170.72. Following the sale, the insider directly owned 41,567 shares of the company’s stock, valued at approximately $2,076,687.32. This represents a 20.52% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.63% of the company’s stock.

PayPal Stock Down 1.5%

PayPal stock opened at $44.53 on Wednesday. The company has a debt-to-equity ratio of 0.47, a current ratio of 1.26 and a quick ratio of 1.26. The stock has a market capitalization of $39.28 billion, a price-to-earnings ratio of 8.35, a PEG ratio of 1.13 and a beta of 1.34. PayPal Holdings, Inc. has a 1-year low of $38.46 and a 1-year high of $79.50. The business has a fifty day moving average price of $46.34 and a 200-day moving average price of $51.12.

PayPal (NASDAQ:PYPL) last issued its quarterly earnings results 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. PayPal had a return on equity of 25.02% and a net margin of 15.00%.The company had revenue of $8.35 billion during the quarter, compared to analysts’ expectations of $8.05 billion. During the same quarter in the previous year, the firm posted $1.33 EPS. The firm’s revenue was up 7.2% compared to the same quarter last year. Equities research analysts forecast that PayPal Holdings, Inc. will post 5.3 EPS for the current fiscal year.

PayPal Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, June 25th. Shareholders of record on Thursday, June 4th will be given a dividend of $0.14 per share. The ex-dividend date of this dividend is Thursday, June 4th. This represents a $0.56 dividend on an annualized basis and a yield of 1.3%. PayPal’s payout ratio is currently 10.51%.

PayPal Company 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.