Grandfield & Dodd LLC Makes New $16.54 Million Investment in PayPal Holdings, Inc. $PYPL

Grandfield & Dodd LLC bought a new stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) during the 2nd quarter, Holdings Channel.com reports. The fund bought 383,047 shares of the credit services provider’s stock, valued at approximately $16,540,000.

Other institutional investors and hedge funds have also made changes to their positions in the company. BlackRock Inc. bought a new stake in PayPal during the second quarter valued at about $3,236,989,000. Norges Bank bought a new position in PayPal in the fourth quarter worth about $949,758,000. Bank of America Corp DE lifted its position in shares of PayPal by 67.9% during the first 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 buying an additional 10,356,256 shares during the last quarter. Amundi lifted its position in shares of PayPal by 227.6% during the first quarter. Amundi now owns 13,804,208 shares of the credit services provider’s stock valued at $624,364,000 after buying an additional 9,590,488 shares during the last quarter. Finally, Bank of New York Mellon Corp bought a new stake in shares of PayPal in the 2nd quarter valued at about $251,215,000. 68.32% of the stock is currently owned by hedge funds and other institutional investors.

PayPal News Summary

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Potential sale offers are supporting takeover speculation. Stripe and Advent reportedly submitted a joint bid of $60.50 per share in July, valuing PayPal at approximately $53 billion. Reports that PayPal remains in sale discussions—and some analysts’ view that a transaction could ultimately command $70–$80 per share—provide a potential premium to the standalone valuation. PayPal reportedly in sale talks with Stripe and Advent PayPal Could Be Sold For $70-$80 Per Share
• Positive Sentiment: Recent performance reflects transaction-volume and Venmo momentum. PayPal’s shares have risen 36.1% over three months, helped by total payment volume growth and improving Venmo trends. Its latest reported quarter also exceeded analyst expectations for earnings and revenue, although those results are not new. Should You Buy, Sell or Hold PayPal Stock After a 36.1% Three-Month Rise?
• Neutral Sentiment: Piper Sandler raised its price target more than 40% to $59 but retained a Neutral rating. The change recognizes potential value beyond PayPal’s checkout business, but the target remains below the reported $60.50 bid, suggesting limited standalone upside at that estimate. What Is PayPal Really Worth?
• Neutral Sentiment: Stripe’s reported purchase of AI firm OpenRouter is not expected to derail a potential PayPal transaction. The development keeps the acquisition narrative in focus, but neither a deal nor definitive terms have been confirmed. Stripe Purchase of AI Firm OpenRouter Unlikely to Derail PayPal Deal
• Negative Sentiment: Operational concerns are restraining the recovery story. Analysts point to weak checkout growth and intense competition from Stripe, Block, BNPL providers and other payments platforms. Broader BNPL stock volatility is also highlighting uneven investor confidence across the sector. PayPal Stock After a 36.1% Three-Month Rise

Analyst Upgrades and Downgrades

Several research analysts recently commented on the stock. Clear Str upgraded shares of PayPal to a “hold” rating in a research note on Thursday, July 16th. Piper Sandler raised their target price on shares of PayPal from $42.00 to $59.00 and gave the company a “neutral” rating in a research note on Monday. Susquehanna upped their price target on PayPal from $63.00 to $67.00 and gave the stock a “positive” rating in a research report on Wednesday, July 29th. Morgan Stanley set a $45.00 price objective on PayPal in a report on Wednesday, July 29th. Finally, Wells Fargo & Company boosted their target price on PayPal from $48.00 to $56.00 and gave the stock an “equal weight” rating in a research note on Wednesday, July 29th. Nine equities research analysts have rated the stock with a Buy rating, thirty-four have given a Hold rating and four have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $56.19.

PayPal Stock Performance

Shares of PYPL opened at $60.47 on Tuesday. The company has a debt-to-equity ratio of 0.55, a quick ratio of 1.29 and a current ratio of 1.29. The stock has a 50-day moving average of $50.52 and a two-hundred day moving average of $47.25. The stock has a market cap of $51.73 billion, a P/E ratio of 11.43, a P/E/G ratio of 1.51 and a beta of 1.30. PayPal Holdings, Inc. has a one year low of $38.46 and a one year high of $79.21.

PayPal (NASDAQ:PYPL) last announced its quarterly earnings data on Tuesday, July 28th. The credit services provider reported $1.38 earnings per share for the quarter, beating analysts’ consensus estimates of $1.28 by $0.10. PayPal had a return on equity of 24.39% and a net margin of 14.36%.The business had revenue of $8.68 billion for the quarter, compared to analyst estimates of $8.47 billion. During the same period in the prior year, the company earned $1.40 earnings per share. The company’s revenue was up 4.8% on a year-over-year basis. As a group, research analysts predict that PayPal Holdings, Inc. will post 5.37 EPS for the current year.

PayPal Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, September 25th. Investors of record on Friday, September 4th will be issued a $0.14 dividend. This represents a $0.56 annualized dividend and a yield of 0.9%. The ex-dividend date is Friday, September 4th. PayPal’s dividend payout ratio is 10.59%.

Insider Buying and Selling

In other PayPal news, insider Frank Keller sold 4,612 shares of the firm’s stock in a transaction that occurred on Wednesday, June 3rd. The shares were sold at an average price of $42.54, for a total transaction of $196,194.48. Following the completion of the transaction, the insider directly owned 41,567 shares of the company’s stock, valued at approximately $1,768,260.18. This trade represents a 9.99% decrease in their position. The transaction was disclosed in a 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, 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 transaction of $77,679.70. Following the completion of the sale, the chief accounting officer directly owned 2,216 shares in the company, valued at $128,749.60. This trade represents a 37.63% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 10,612 shares of company stock worth $484,534. 0.63% of the stock is owned by company insiders.

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.