S&CO Inc. Purchases 14,154 Shares of PayPal Holdings, Inc. $PYPL

S&CO Inc. boosted its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 4.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 345,655 shares of the credit services provider’s stock after buying an additional 14,154 shares during the period. PayPal makes up about 1.3% of S&CO Inc.’s portfolio, making the stock its 22nd biggest holding. S&CO Inc.’s holdings in PayPal were worth $20,179,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its position in PayPal by 6.5% during the fourth 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 during the period. Capital Research Global Investors raised its position in PayPal by 2.3% during the third quarter. Capital Research Global Investors now owns 27,953,803 shares of the credit services provider’s stock valued at $1,874,637,000 after purchasing an additional 636,441 shares during the period. Invesco Ltd. raised its position in PayPal by 10.9% during the third quarter. Invesco Ltd. now owns 11,131,949 shares of the credit services provider’s stock valued at $746,508,000 after purchasing an additional 1,093,365 shares during the period. Amundi raised its position in PayPal by 1.6% during the third quarter. Amundi now owns 8,493,311 shares of the credit services provider’s stock valued at $605,488,000 after purchasing an additional 132,837 shares during the period. Finally, Dimensional Fund Advisors LP raised its position in 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 valued at $548,520,000 after purchasing an additional 2,160,227 shares during the period. 68.32% of the stock is owned by institutional investors.

PayPal Trading Down 1.4%

PYPL opened at $44.41 on Friday. The stock’s fifty day moving average is $46.61 and its two-hundred day moving average is $53.08. The company has a market capitalization of $39.17 billion, a P/E ratio of 8.33, a PEG ratio of 1.13 and a beta of 1.39. PayPal Holdings, Inc. has a 52 week low of $38.46 and a 52 week high of $79.50. The company has a quick ratio of 1.26, a current ratio of 1.26 and a debt-to-equity ratio of 0.47.

PayPal (NASDAQ:PYPL) last released its quarterly earnings data on Tuesday, May 5th. The credit services provider reported $1.34 EPS for the quarter, topping the consensus estimate of $1.27 by $0.07. The company had revenue of $8.35 billion for 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%.PayPal’s quarterly revenue was up 7.2% on a year-over-year basis. During the same period last year, the business posted $1.33 EPS. Analysts forecast that PayPal Holdings, Inc. will post 5.3 earnings per share for the current year.

PayPal Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 25th. Shareholders of record on Thursday, June 4th will be issued a dividend of $0.14 per share. This represents a $0.56 annualized dividend 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 Analysts Forecast Growth

A number of brokerages have issued reports on PYPL. Robert W. Baird set a $52.00 price objective on PayPal in a research report on Wednesday, February 4th. Compass Point raised PayPal from a “sell” rating to a “neutral” rating and set a $51.00 price target for the company in a research note on Wednesday, February 4th. JPMorgan Chase & Co. decreased their price target on PayPal from $70.00 to $46.00 and set a “neutral” rating for the company in a research note on Wednesday, February 4th. Royal Bank Of Canada reissued an “outperform” rating and set a $59.00 price target on shares of PayPal in a research note on Wednesday, May 6th. Finally, Zacks Research raised PayPal from a “strong sell” rating to a “hold” rating in a research note on Friday, April 17th. 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 company. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $55.85.

Key PayPal News

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Analysts and commentary point to PayPal trading at a discounted valuation, with support from Venmo growth, AI-commerce initiatives, and international expansion; several pieces argue the stock may be too cheap if execution improves. Article Title
• Positive Sentiment: PayPal’s Q1 results beat expectations on revenue and profit, and the company is leaning into a new strategy under its CEO, including AI tools for small businesses and a fee-waiver push that could support merchant growth. Article Title
• Positive Sentiment: PayPal’s partnership with Anthropic to bring AI services to small businesses reinforces its effort to modernize the platform and build new revenue opportunities. Article Title
• Neutral Sentiment: The company reached a $30 million DOJ settlement over a past DEI-related program, removing a legal overhang but also highlighting governance and compliance scrutiny. Article Title
• Neutral Sentiment: Reports that UK regulators are investigating PayPal alongside Mastercard and Visa over digital-wallet competition add uncertainty, but the direct financial impact is still unclear. Article Title
• Negative Sentiment: Some analysts remain skeptical after the earnings call, citing margin pressure, transformation risk, and slower confidence in the turnaround story. Article Title
• Negative Sentiment: Investor reaction to the quarter was muted despite the revenue beat, suggesting the market is still focused on margin trends and execution risk rather than near-term growth. Article Title

Insiders Place Their Bets

In other PayPal news, CAO Chris Natali sold 2,208 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $44.73, for a total transaction 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 trade represents a 65.95% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Suzan Kereere sold 37,613 shares of the stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $41.49, for a total value of $1,560,563.37. Following the sale, the insider directly owned 30,983 shares in the company, valued at $1,285,484.67. This trade represents a 54.83% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 96,199 shares of company stock worth $4,294,018 in the last ninety days. 0.63% of the stock is owned by company insiders.

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.