Atria Investments Inc trimmed its position in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 29.4% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 59,903 shares of the credit services provider’s stock after selling 24,953 shares during the period. Atria Investments Inc’s holdings in PayPal were worth $3,497,000 as of its most recent SEC filing.
Other institutional investors and hedge funds have also bought and sold shares of the company. Vanguard Group Inc. lifted 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 valued at $5,276,205,000 after buying an additional 5,534,462 shares in the last quarter. Capital Research Global Investors raised its stake in PayPal by 2.3% during the 3rd 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 stake in PayPal by 10.9% during the 3rd 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 increased its stake in PayPal by 1.6% in the 3rd quarter. Amundi now owns 8,493,311 shares of the credit services provider’s stock worth $605,488,000 after acquiring an additional 132,837 shares during the last quarter. Finally, Dimensional Fund Advisors LP increased its stake in PayPal by 35.9% in the 3rd quarter. Dimensional Fund Advisors LP now owns 8,177,536 shares of the credit services provider’s stock worth $548,520,000 after acquiring an additional 2,160,227 shares during the last quarter. 68.32% of the stock is owned by hedge funds and other institutional investors.
More 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
PayPal Price Performance
PayPal (NASDAQ:PYPL – Get Free Report) last announced its quarterly earnings data on Tuesday, May 5th. The credit services provider reported $1.34 earnings per share for the quarter, beating analysts’ consensus estimates of $1.27 by $0.07. PayPal had a return on equity of 25.02% and a net margin of 15.00%.The business had revenue of $8.35 billion for the quarter, compared to analyst estimates of $8.05 billion. During the same period in the prior year, the company earned $1.33 earnings per share. The company’s revenue was up 7.2% on a year-over-year basis. Equities analysts expect that PayPal Holdings, Inc. will post 5.3 earnings per share for the current year.
PayPal Dividend Announcement
The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 25th. Shareholders of record on Thursday, June 4th will be given a dividend of $0.14 per share. The ex-dividend date is Thursday, June 4th. This represents a $0.56 dividend on an annualized basis and a yield of 1.3%. PayPal’s dividend payout ratio is currently 10.51%.
Analyst Ratings Changes
PYPL has been the topic of a number of research reports. KGI Securities reaffirmed a “hold” rating and issued a $55.00 price objective on shares of PayPal in a research note on Monday, March 2nd. HSBC cut PayPal from a “buy” rating to a “hold” rating and set a $47.00 price objective for the company. in a report on Wednesday, February 4th. UBS Group boosted their price objective on PayPal from $44.00 to $48.00 and gave the company a “neutral” rating in a report on Wednesday, May 6th. Evercore dropped their price objective on PayPal from $65.00 to $40.00 and set an “in-line” rating for the company in a report on Tuesday, February 3rd. Finally, Wall Street Zen cut PayPal from a “buy” rating to a “hold” rating in a report on Sunday, January 18th. Eight analysts have rated the stock with a Buy rating, thirty-two have assigned a Hold rating and five have assigned a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $55.85.
Get Our Latest Stock Analysis on PYPL
Insiders Place Their Bets
In other news, EVP Frank Keller sold 29,581 shares of the firm’s stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $46.02, for a total value of $1,361,317.62. Following the transaction, the executive vice president owned 51,567 shares in the company, valued at $2,373,113.34. This trade represents a 36.45% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CAO Chris Natali sold 2,208 shares of PayPal stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $44.73, for a total value of $98,763.84. Following the transaction, the chief accounting officer owned 1,140 shares in the company, valued at approximately $50,992.20. The trade was a 65.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 96,199 shares of company stock worth $4,294,018. 0.63% of the stock is owned by corporate insiders.
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.
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