IVY Lane Capital Management LLC Takes $2.21 Million Position in PayPal Holdings, Inc. $PYPL

IVY Lane Capital Management LLC purchased a new position in PayPal Holdings, Inc. (NASDAQ:PYPL) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 33,000 shares of the credit services provider’s stock, valued at approximately $2,213,000. PayPal comprises 2.5% of IVY Lane Capital Management LLC’s holdings, making the stock its 10th largest holding.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in PYPL. Wedmont Private Capital grew its stake in shares of PayPal by 1.6% in the third quarter. Wedmont Private Capital now owns 9,157 shares of the credit services provider’s stock worth $614,000 after acquiring an additional 142 shares during the last quarter. Dakota Community Bank & Trust NA raised its position in shares of PayPal by 8.7% in the 2nd quarter. Dakota Community Bank & Trust NA now owns 1,840 shares of the credit services provider’s stock worth $137,000 after purchasing an additional 147 shares during the last quarter. Transatlantique Private Wealth LLC grew its position in PayPal by 2.9% during the 3rd quarter. Transatlantique Private Wealth LLC now owns 5,698 shares of the credit services provider’s stock valued at $382,000 after purchasing an additional 159 shares during the last quarter. WCG Wealth Advisors LLC grew its position in PayPal by 1.1% during the 2nd quarter. WCG Wealth Advisors LLC now owns 14,285 shares of the credit services provider’s stock valued at $1,062,000 after purchasing an additional 162 shares during the last quarter. Finally, Sound Income Strategies LLC increased its stake in PayPal by 16.5% during the 3rd quarter. Sound Income Strategies LLC now owns 1,185 shares of the credit services provider’s stock valued at $79,000 after purchasing an additional 168 shares in the last quarter. Institutional investors own 68.32% of the company’s stock.

Insiders Place Their Bets

In other news, CAO Chris Natali sold 1,213 shares of the stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $40.49, for a total value of $49,114.37. Following the transaction, the chief accounting officer owned 404 shares in the company, valued at $16,357.96. This represents a 75.02% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Frank Keller sold 3,478 shares of the business’s stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $40.20, for a total transaction of $139,815.60. Following the sale, the executive vice president owned 51,567 shares of the company’s stock, valued at $2,072,993.40. This trade represents a 6.32% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 42,304 shares of company stock valued at $1,749,493. Insiders own 0.08% of the company’s stock.

More PayPal News

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Bloomberg/Yahoo reported that Stripe has expressed interest in all or parts of PayPal, reviving takeover speculation and short‑term buying interest from traders hoping for a strategic bid. PayPal Surges on Stripe Acquisition Interest
• Positive Sentiment: PayPal, MoonPay and M0 announced PYUSDx, a developer‑facing platform to issue app‑specific stablecoins backed by PayPal USD — a product extension that could broaden crypto rails and new revenue channels if adoption follows. PayPal, MoonPay and M0 launch PYUSDx
• Neutral Sentiment: Follow‑up reporting (Semafor/TechCrunch) says PayPal may not be actively pursuing a sale and that no formal talks are underway — this tempers deal hopes and makes the takeover angle speculative until confirmed. PayPal might not be looking to sell itself, report
• Negative Sentiment: Multiple law firms have filed or are soliciting plaintiffs in securities class actions against PayPal (lead‑plaintiff deadlines around Apr. 20), creating litigation over disclosures that can pressure the stock and increase potential settlement risk. PYPL Shareholder Action Reminder — Faruqi & Faruqi
• Negative Sentiment: Analysts and independent writeups point to slowing growth, rising credit losses, weaker free cash flow and guidance that disappointed investors — narratives that undercut a sustainable multiple expansion. PayPal: A Textbook Value Trap (Seeking Alpha)
• Negative Sentiment: Sell ratings and critical notes (e.g., Morgan Stanley / TipRanks coverage) highlight competitive pressure (Braintree economics, Venmo monetization) and an unattractive risk/reward that can keep selling pressure under any rally. Sell Rating on PayPal — TipRanks

PayPal Trading Up 1.5%

Shares of PYPL stock opened at $46.21 on Monday. The company has a current ratio of 1.29, a quick ratio of 1.29 and a debt-to-equity ratio of 0.49. PayPal Holdings, Inc. has a 12-month low of $38.46 and a 12-month high of $79.50. The stock has a market capitalization of $42.54 billion, a P/E ratio of 8.54, a P/E/G ratio of 1.21 and a beta of 1.43. The firm’s 50 day moving average is $51.58 and its 200 day moving average is $61.31.

PayPal (NASDAQ:PYPL) last released its quarterly earnings results on Tuesday, February 3rd. The credit services provider reported $1.23 earnings per share for the quarter, missing the consensus estimate of $1.29 by ($0.06). The firm had revenue of $8.68 billion for the quarter, compared to the consensus estimate of $8.82 billion. PayPal had a net margin of 15.77% and a return on equity of 25.42%. PayPal’s quarterly revenue was up 4.0% compared to the same quarter last year. During the same period in the previous year, the company earned $1.19 earnings per share. Research analysts expect that PayPal Holdings, Inc. will post 5.03 earnings per share for the current year.

PayPal Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, March 25th. Shareholders of record on Wednesday, March 4th will be issued a $0.14 dividend. The ex-dividend date of this dividend is Wednesday, March 4th. This represents a $0.56 dividend on an annualized basis and a yield of 1.2%. PayPal’s dividend payout ratio is currently 10.35%.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the stock. Cantor Fitzgerald dropped their target price on shares of PayPal from $60.00 to $42.00 and set a “neutral” rating on the stock in a research note on Monday, February 9th. BNP Paribas Exane reduced their price target on shares of PayPal from $71.00 to $69.00 and set a “neutral” rating for the company in a research report on Tuesday, December 2nd. Wolfe Research reaffirmed a “sell” rating on shares of PayPal in a research report on Monday, February 23rd. Wells Fargo & Company cut their target price on PayPal from $67.00 to $48.00 and set an “equal weight” rating on the stock in a research note on Wednesday, February 4th. Finally, Zacks Research lowered PayPal from a “hold” rating to a “strong sell” rating in a report on Wednesday, February 11th. Eight investment analysts have rated the stock with a Buy rating, thirty have assigned a Hold rating and six have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $60.21.

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.