DDD Partners LLC Takes $2.45 Million Position in PayPal Holdings, Inc. $PYPL

DDD Partners LLC acquired a new position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 36,567 shares of the credit services provider’s stock, valued at approximately $2,452,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of PYPL. National Pension Service grew its holdings in shares of PayPal by 1.8% in the 3rd quarter. National Pension Service now owns 2,855,897 shares of the credit services provider’s stock valued at $191,516,000 after acquiring an additional 51,268 shares in the last quarter. Merit Financial Group LLC boosted its position in PayPal by 15.5% during the third quarter. Merit Financial Group LLC now owns 164,901 shares of the credit services provider’s stock valued at $11,058,000 after purchasing an additional 22,139 shares during the last quarter. Nordea Investment Management AB grew its stake in PayPal by 7.9% in the third quarter. Nordea Investment Management AB now owns 4,292,583 shares of the credit services provider’s stock valued at $291,338,000 after purchasing an additional 313,180 shares in the last quarter. Rakuten Investment Management Inc. acquired a new position in shares of PayPal during the 3rd quarter worth approximately $13,210,000. Finally, Ariose Capital Management Ltd raised its stake in shares of PayPal by 347.0% during the 3rd quarter. Ariose Capital Management Ltd now owns 193,100 shares of the credit services provider’s stock worth $12,949,000 after purchasing an additional 149,898 shares in the last quarter. Institutional investors and hedge funds own 68.32% of the company’s stock.

PayPal Stock Up 3.1%

PayPal stock opened at $40.29 on Friday. The company’s 50-day moving average price is $55.01 and its two-hundred day moving average price is $63.16. The company has a quick ratio of 1.29, a current ratio of 1.29 and a debt-to-equity ratio of 0.49. The stock has a market cap of $37.09 billion, a P/E ratio of 7.45, a P/E/G ratio of 1.01 and a beta of 1.43. PayPal Holdings, Inc. has a twelve month low of $38.46 and a twelve month high of $79.50.

PayPal (NASDAQ:PYPL) last posted 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). The firm had revenue of $8.68 billion during the quarter, compared to analyst estimates of $8.82 billion. PayPal had a net margin of 15.77% and a return on equity of 25.42%. PayPal’s revenue for the quarter was up 4.0% compared to the same quarter last year. During the same period in the previous year, the company posted $1.19 EPS. As a group, analysts expect that PayPal Holdings, Inc. will post 5.03 EPS for the current year.

PayPal Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, March 25th. Investors of record on Wednesday, March 4th will be given a dividend of $0.14 per share. This represents a $0.56 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend is Wednesday, March 4th. PayPal’s dividend payout ratio (DPR) is currently 10.35%.

Insider Activity

In other PayPal news, EVP Frank Keller sold 3,478 shares of the business’s stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $40.20, for a total value of $139,815.60. Following the completion of the sale, the executive vice president owned 51,567 shares of the company’s stock, valued at $2,072,993.40. The trade was a 6.32% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Suzan Kereere sold 4,162 shares of the firm’s stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $59.84, for a total transaction of $249,054.08. Following the transaction, the insider directly owned 30,983 shares in the company, valued at $1,854,022.72. This represents a 11.84% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.08% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

PYPL has been the subject of several analyst reports. Stephens decreased their target price on shares of PayPal from $65.00 to $45.00 and set an “equal weight” rating for the company in a research note on Wednesday, February 4th. Sanford C. Bernstein decreased their price objective on shares of PayPal from $62.00 to $45.00 and set a “market perform” rating for the company in a research report on Monday, February 9th. Macquarie Infrastructure boosted their price objective on shares of PayPal from $95.00 to $100.00 and gave the stock an “outperform” rating in a research note on Wednesday, October 29th. Jefferies Financial Group reiterated a “hold” rating on shares of PayPal in a research note on Wednesday, January 7th. Finally, Daiwa Securities Group cut their target price on shares of PayPal from $61.00 to $42.00 and set a “neutral” rating for the company in a research note on Tuesday. Ten equities research analysts have rated the stock with a Buy rating, thirty have given a Hold rating and five have given a Sell rating to the company. Based on data from MarketBeat, PayPal currently has a consensus rating of “Hold” and a consensus target price of $61.03.

Trending Headlines about PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal announced an agentic AI travel partnership with Sabre and Mindtrip — a move that highlights PayPal’s AI and commerce strategy and could expand payments volume in travel and bookings. Sabre, PayPal, and Mindtrip partner
• Positive Sentiment: Coverage notes Venmo momentum and PayPal’s AI investments as potential growth drivers vs. competitors — these business positives may support a longer-term recovery if execution improves. PayPal vs. Block
• Neutral Sentiment: Analysts and outlets are parsing next steps after the Q4 miss and CEO transition; pieces summarize strategic options but offer no immediate catalyst. What’s next after Q4 crash
• Negative Sentiment: Multiple law firms (Kessler Topaz; Pomerantz) have opened investor investigations into PayPal, increasing legal/liability risk and weighing on sentiment. Kessler Topaz investigation notice Pomerantz investor alert
• Negative Sentiment: Analysts have cut ratings and targets — Zacks moved PayPal to a “Strong Sell” and several firms trimmed EPS/price targets (e.g., Daiwa to $42) — pressuring the stock. Zacks downgrade Daiwa cuts price target
• Negative Sentiment: Market commentary highlights the scale of recent share losses and lingering execution issues; retail sentiment has turned bearish and shares have plunged year-to-date. Execution crisis coverage
• Negative Sentiment: Revenue missed expectations and management change was flagged after Q4, creating short-term uncertainty around guidance and execution. Revenue miss & CEO change

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.