PayPal Holdings, Inc. $PYPL Shares Purchased by Gibraltar Capital Management Inc.

Gibraltar Capital Management Inc. lifted its holdings in PayPal Holdings, Inc. (NASDAQ:PYPL) by 45.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 141,296 shares of the credit services provider’s stock after purchasing an additional 44,296 shares during the period. PayPal comprises 1.4% of Gibraltar Capital Management Inc.’s holdings, making the stock its 23rd biggest holding. Gibraltar Capital Management Inc.’s holdings in PayPal were worth $8,249,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in PYPL. Brighton Jones LLC grew its stake in shares of PayPal by 15.2% in 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 last quarter. Revolve Wealth Partners LLC acquired a new position in shares of PayPal in the 4th quarter worth approximately $248,000. Sivia Capital Partners LLC grew its stake in shares of PayPal by 41.5% in 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 last quarter. United Bank grew its stake in shares of PayPal by 40.1% in 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 last quarter. Finally, Federated Hermes Inc. grew its stake in shares of PayPal by 17.9% in 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 last quarter. Institutional investors and hedge funds own 68.32% of the company’s stock.

PayPal Stock Performance

Shares of PYPL opened at $50.44 on Friday. PayPal Holdings, Inc. has a one year low of $38.46 and a one year high of $79.50. The company has a 50-day moving average of $46.63 and a two-hundred day moving average of $54.63. The stock 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 debt-to-equity ratio of 0.49, a current ratio of 1.29 and a quick ratio of 1.29.

PayPal (NASDAQ:PYPL) last announced its 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). PayPal had a return on equity of 25.42% and a net margin of 15.77%.The firm had revenue of $8.68 billion during the quarter, compared to analyst estimates of $8.82 billion. During the same quarter in the previous year, the business earned $1.19 earnings per share. The business’s quarterly revenue was up 4.0% compared to the same quarter last year. On average, equities research analysts expect that PayPal Holdings, Inc. will post 5.31 earnings per share for the current year.

PayPal Announces Dividend

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

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the stock. Truist Financial lifted their price objective on shares of PayPal from $39.00 to $45.00 and gave the stock a “sell” rating in a research note on Friday, April 24th. Royal Bank Of Canada lowered their price objective on shares of PayPal from $91.00 to $59.00 and set an “outperform” rating on the stock in a research note on Wednesday, February 4th. Mizuho reaffirmed a “neutral” rating and issued a $50.00 price objective (down from $60.00) on shares of PayPal in a research note on Thursday, April 16th. Susquehanna lowered their price objective on shares of PayPal from $90.00 to $63.00 and set a “positive” rating on the stock in a research note on Wednesday, February 4th. Finally, Sanford C. Bernstein reaffirmed a “market perform” rating on shares of PayPal in a research note on Tuesday, February 24th. Seven investment analysts have rated the stock with a Buy rating, thirty-three have assigned a Hold rating and five have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $56.55.

Key Stories 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 Buying and Selling

In related news, insider Suzan Kereere sold 13,515 shares of the firm’s stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $46.02, for a total transaction of $621,960.30. Following the completion of the sale, the insider directly owned 30,983 shares in the company, valued at approximately $1,425,837.66. This trade represents a 30.37% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CAO Chris Natali sold 1,337 shares of the firm’s stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $49.46, for a total transaction of $66,128.02. Following the sale, the chief accounting officer owned 1,586 shares of the company’s stock, valued at approximately $78,443.56. This represents a 45.74% 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. Over the last three months, insiders sold 99,677 shares of company stock worth $4,433,834. 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.