Pacer Advisors Inc. Has $4.90 Million Stock Position in PayPal Holdings, Inc. $PYPL

Pacer Advisors Inc. lowered its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 23.4% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 108,253 shares of the credit services provider’s stock after selling 32,994 shares during the quarter. Pacer Advisors Inc.’s holdings in PayPal were worth $4,896,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Norges Bank bought a new stake in PayPal during the 4th quarter worth about $949,758,000. Bank of America Corp DE lifted its position in PayPal by 67.9% during the 1st quarter. Bank of America Corp DE now owns 25,614,720 shares of the credit services provider’s stock valued at $1,158,554,000 after purchasing an additional 10,356,256 shares during the period. Amundi boosted its stake in shares of PayPal by 227.6% in the 1st quarter. Amundi now owns 13,804,208 shares of the credit services provider’s stock valued at $624,364,000 after purchasing an additional 9,590,488 shares during the last quarter. Vanguard Group Inc. grew its position in shares of PayPal by 6.5% during the 4th quarter. Vanguard Group Inc. now owns 90,376,927 shares of the credit services provider’s stock worth $5,276,205,000 after buying an additional 5,534,462 shares during the period. Finally, SG Americas Securities LLC grew its position in shares of PayPal by 355.1% during the 1st quarter. SG Americas Securities LLC now owns 4,967,170 shares of the credit services provider’s stock worth $224,665,000 after buying an additional 3,875,688 shares during the period. Institutional investors and hedge funds own 68.32% of the company’s stock.

PayPal Stock Down 1.0%

PayPal stock opened at $57.93 on Thursday. The company’s 50 day simple moving average is $47.88 and its 200 day simple moving average is $47.05. PayPal Holdings, Inc. has a fifty-two week low of $38.46 and a fifty-two week high of $79.21. The firm has a market capitalization of $49.56 billion, a price-to-earnings ratio of 10.95, a PEG ratio of 1.43 and a beta of 1.30. The company has a debt-to-equity ratio of 0.55, a current ratio of 1.29 and a quick ratio of 1.29.

PayPal (NASDAQ:PYPL) last issued its earnings results on Tuesday, July 28th. The credit services provider reported $1.38 EPS for the quarter, beating the consensus estimate of $1.28 by $0.10. The firm had revenue of $8.68 billion during the quarter, compared to the consensus estimate of $8.47 billion. PayPal had a net margin of 14.36% and a return on equity of 24.39%. The business’s quarterly revenue was up 4.8% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.40 earnings per share. As a group, sell-side analysts anticipate that PayPal Holdings, Inc. will post 5.36 EPS for the current year.

PayPal Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, September 25th. Stockholders of record on Friday, September 4th will be issued a $0.14 dividend. The ex-dividend date of this dividend is Friday, September 4th. This represents a $0.56 annualized dividend and a dividend yield of 1.0%. PayPal’s payout ratio is 10.59%.

Key Stories Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Quarterly beat and higher guidance: PayPal reported $8.68 billion in revenue and $1.38 in non-GAAP EPS, exceeding analyst expectations. The company also raised its 2026 outlook, supporting the view that its checkout, Venmo and Braintree initiatives are gaining traction. PayPal acquisition interest article
• Positive Sentiment: Acquisition interest highlights valuation: Reports that Stripe has made a buyout proposal have reinforced arguments that PayPal is undervalued. Commentary suggests PayPal’s response and recent performance imply that any offer near $60 per share may not adequately reflect the company’s earnings potential. PayPal to Stripe: The Offer Is Too Low
• Positive Sentiment: Analyst support: Cantor Fitzgerald raised its PayPal price target to $60, while a related report cited an analyst upgrade. The target provides modest upside from recent trading levels and may help investor sentiment. Cantor Fitzgerald raises PayPal price target
• Positive Sentiment: Stablecoin opportunity: PayPal’s stablecoin activities position it to participate in expanding digital-payment and blockchain transaction volumes, although the financial contribution remains uncertain. Stablecoin market article
• Neutral Sentiment: New business-unit targets: PayPal plans to establish revenue targets for its three core units for the first time. The move could improve transparency and accountability, but investors will look for the specific targets and evidence of execution. PayPal sets revenue targets
• Negative Sentiment: Industry margin risks: Rising technology costs and pressure on consumer spending could offset cross-border-payment growth and strategic expansion, creating concerns about future margins across the payments sector. Financial transaction stocks in focus
• Negative Sentiment: Insider selling: PayPal’s chief accounting officer sold 38% of his directly held shares. While the sale does not necessarily indicate deteriorating fundamentals, it can weigh on sentiment after the stock’s recent rebound. PayPal insider share sale

Insider Activity at PayPal

In related news, CAO Chris Natali sold 1,337 shares of the company’s stock in a transaction on Wednesday, July 29th. The shares were sold at an average price of $58.10, for a total value of $77,679.70. Following the completion of the sale, the chief accounting officer owned 2,216 shares in the company, valued at $128,749.60. This represents a 37.63% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Frank Keller sold 732 shares of PayPal stock in a transaction dated Wednesday, July 29th. The stock was sold at an average price of $58.10, for a total value of $42,529.20. Following the transaction, the insider owned 41,567 shares in the company, valued at approximately $2,415,042.70. This represents a 1.73% 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. Insiders sold a total of 10,612 shares of company stock worth $484,534 in the last quarter. Corporate insiders own 0.63% of the company’s stock.

Analyst Ratings Changes

Several equities analysts recently weighed in on PYPL shares. Argus set a $70.00 price objective on shares of PayPal in a report on Wednesday, July 29th. Wells Fargo & Company lifted their target price on shares of PayPal from $48.00 to $56.00 and gave the stock an “equal weight” rating in a report on Wednesday, July 29th. Piper Sandler dropped their target price on shares of PayPal from $46.00 to $42.00 and set a “neutral” rating for the company in a research report on Monday, June 29th. Robert W. Baird increased their price target on PayPal from $50.00 to $57.00 and gave the company a “neutral” rating in a research note on Wednesday, July 29th. Finally, Deutsche Bank Aktiengesellschaft restated a “hold” rating and issued a $45.00 price target on shares of PayPal in a research report on Wednesday, July 29th. Nine research analysts have rated the stock with a Buy rating, thirty-four have assigned a Hold rating and four have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, PayPal presently has a consensus rating of “Hold” and an average price target of $55.72.

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.