Wealthfront Advisers LLC Reduces Stock Position in PayPal Holdings, Inc. $PYPL

Wealthfront Advisers LLC lowered its holdings in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 21.4% in the fourth quarter, Holdings Channel.com reports. The fund owned 66,246 shares of the credit services provider’s stock after selling 17,994 shares during the quarter. Wealthfront Advisers LLC’s holdings in PayPal were worth $3,867,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the business. Torren Management LLC purchased a new position in PayPal during the 4th quarter valued at $31,000. M&T Bank Corp raised its position in PayPal by 0.9% during the 4th quarter. M&T Bank Corp now owns 87,833 shares of the credit services provider’s stock valued at $5,127,000 after purchasing an additional 790 shares in the last quarter. Traub Capital Management LLC raised its position in PayPal by 26.2% during the 4th quarter. Traub Capital Management LLC now owns 10,478 shares of the credit services provider’s stock valued at $612,000 after purchasing an additional 2,175 shares in the last quarter. Advisors Capital Management LLC raised its position in PayPal by 6.5% during the 4th quarter. Advisors Capital Management LLC now owns 6,443 shares of the credit services provider’s stock valued at $376,000 after purchasing an additional 395 shares in the last quarter. Finally, Vanguard Group Inc. raised its position in PayPal by 6.5% during the 4th quarter. Vanguard Group Inc. now owns 90,376,927 shares of the credit services provider’s stock valued at $5,276,205,000 after purchasing an additional 5,534,462 shares in the last quarter. Hedge funds and other institutional investors own 68.32% of the company’s stock.

Key Headlines Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal announced a strategic reorganization into three operating units (Checkout & PayPal; Consumer Financial Services & Venmo; Payment Services & Crypto) and management changes intended to sharpen execution and make high‑growth assets easier to value or monetize. PayPal Announces Strategic Reorganization to Accelerate Growth
• Positive Sentiment: PayPal is making Venmo a standalone business unit with new leadership — a move investors view as unlocking optionality (spinoff/sale or clearer valuation of Venmo’s high‑growth profile). PayPal makes Venmo a separate unit as CEO Lores looks to boost growth
• Positive Sentiment: PayPal shows up in tokenization deals — partnerships (via Ondo Finance) to offer tokenized U.S. stocks/ETFs and regulated on‑chain securities widen PayPal’s institutional crypto footprint and product optionality. This supports revenue diversification if adoption scales. Wall Street Backing Fuels Ondo Finance Tokenization Across Global Markets
• Positive Sentiment: Coverage notes PayPal is consolidating crypto and payments capabilities (PYUSD, Braintree, crypto services) into clearer reporting lines — a structural push that could help monetize stablecoin and crypto services. Pension Funds, PayPal, and Policy: How 2026 Is Redrawing the Crypto Market Map
• Neutral Sentiment: Investors are focused on PayPal’s Q1 2026 earnings release (May 5). Execution, revenue growth and margin commentary will likely drive short‑term moves more than strategic headlines. PayPal Will Report Q1 Earnings on May 5 — Will a New CEO Save PYPL Stock?
• Neutral Sentiment: Wall Street still rates PYPL largely as a “Hold”; Bank of America recently raised its target while consensus price targets sit below prior highs — analyst views create mixed near‑term expectations. Are Wall Street Analysts Predicting PayPal Holdings Stock Will Climb or Sink?
• Negative Sentiment: Insider selling: CFO Frank Keller (10,732 shares) and CAO Chris Natali (1,337 shares) executed Rule 10b5‑1 sales late April. While pre‑arranged, these disclosures can add short‑term selling pressure and raise governance questions for some investors. PayPal (NASDAQ:PYPL) Insider Selling

Insider Activity at PayPal

In related news, insider Suzan Kereere sold 37,613 shares of the company’s stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $41.49, for a total transaction of $1,560,563.37. Following the transaction, the insider directly owned 30,983 shares of the company’s stock, valued at $1,285,484.67. This represents a 54.83% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CAO Chris Natali sold 2,208 shares of the company’s stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $44.73, for a total value of $98,763.84. Following the transaction, the chief accounting officer directly owned 1,140 shares in the company, valued at $50,992.20. This represents a 65.95% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 99,677 shares of company stock valued at $4,433,834 in the last ninety days. Corporate insiders own 0.63% of the company’s stock.

Wall Street Analyst Weigh In

PYPL has been the subject of a number of research analyst reports. Stephens decreased their target price on PayPal from $65.00 to $45.00 and set an “equal weight” rating for the company in a research report on Wednesday, February 4th. Piper Sandler decreased their target price on PayPal from $76.00 to $74.00 and set a “neutral” rating for the company in a research report on Wednesday, January 14th. Evercore decreased their target price on PayPal from $65.00 to $40.00 and set an “in-line” rating for the company in a research report on Tuesday, February 3rd. Bank of America lifted their target price on PayPal from $48.00 to $55.00 and gave the company a “neutral” rating in a research report on Tuesday, April 21st. Finally, William Blair reaffirmed a “market perform” rating on shares of PayPal in a research report on Tuesday, February 3rd. Seven investment analysts have rated the stock with a Buy rating, thirty-three have given a Hold rating and five have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $56.55.

PayPal Trading Up 0.6%

PYPL opened at $50.44 on Friday. The firm has a market cap of $45.38 billion, a price-to-earnings ratio of 9.32, a PEG ratio of 1.44 and a beta of 1.39. The company has a current ratio of 1.29, a quick ratio of 1.29 and a debt-to-equity ratio of 0.49. PayPal Holdings, Inc. has a 12 month low of $38.46 and a 12 month high of $79.50. The stock has a fifty day moving average price of $46.63 and a 200-day moving average price of $54.63.

PayPal (NASDAQ:PYPL) last released its quarterly earnings results on Tuesday, February 3rd. The credit services provider reported $1.23 EPS for the quarter, missing the consensus estimate of $1.29 by ($0.06). The company had revenue of $8.68 billion during the quarter, compared to the consensus estimate of $8.82 billion. PayPal had a return on equity of 25.42% and a net margin of 15.77%.The company’s revenue was up 4.0% on a year-over-year basis. During the same period in the previous year, the firm posted $1.19 earnings per share. As a group, equities research analysts anticipate that PayPal Holdings, Inc. will post 5.31 earnings per share for the current fiscal year.

PayPal Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, March 25th. Investors of record on Wednesday, March 4th were given a dividend of $0.14 per share. This represents a $0.56 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend was Wednesday, March 4th. PayPal’s dividend payout ratio is currently 10.35%.

PayPal 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.