PayPal Holdings, Inc. $PYPL Holdings Boosted by Uhlmann Price Securities LLC

Uhlmann Price Securities LLC increased its stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 681.4% in the 4th quarter, HoldingsChannel.com reports. The firm owned 24,575 shares of the credit services provider’s stock after buying an additional 21,430 shares during the quarter. PayPal comprises approximately 0.9% of Uhlmann Price Securities LLC’s portfolio, making the stock its 28th largest holding. Uhlmann Price Securities LLC’s holdings in PayPal were worth $1,435,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Cloud Capital Management LLC purchased a new position in shares of PayPal during the 3rd quarter valued at $30,000. Kelleher Financial Advisors acquired a new stake in PayPal during the third quarter valued at $30,000. True Wealth Design LLC grew its stake in PayPal by 285.3% in the third quarter. True Wealth Design LLC now owns 524 shares of the credit services provider’s stock valued at $35,000 after purchasing an additional 388 shares in the last quarter. Dagco Inc. increased its position in PayPal by 1,250.0% in the 3rd quarter. Dagco Inc. now owns 540 shares of the credit services provider’s stock worth $36,000 after purchasing an additional 500 shares during the last quarter. Finally, Total Investment Management Inc. purchased a new stake in shares of PayPal during the 2nd quarter worth about $38,000. Institutional investors and hedge funds own 68.32% of the company’s stock.

Key Stories Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Venmo goes global — PayPal is connecting Venmo to PayPal accounts across ~90 markets so Venmo users can send/receive with hundreds of millions of PayPal users; this materially expands Venmo’s addressable market and is a strategic growth catalyst. PayPal takes Venmo global
• Positive Sentiment: Official PR on Venmo expansion highlights scale — company messaging emphasizes the largest addressable‑market expansion since Venmo’s launch, which supports long‑term monetization optionality. 200 Million More Friends on Venmo
• Neutral Sentiment: Market debate on valuation — several pieces argue the pullback makes PYPL look cheap on P/E while others warn it could be a value trap; this keeps opinionated trading but doesn’t remove fundamental uncertainty. Is It Time To Reassess PayPal (PYPL) After Its Recent Share Price Slide?
• Neutral Sentiment: Short‑interest/market data noise — multiple short‑interest entries in feeds show inconsistent or zero values (NaN/0), adding confusion about how much speculative shorting is actually pressuring the stock. (No single reliable source available.)
• Negative Sentiment: Legal overhang: wave of securities class‑action notices and lead‑plaintiff deadline alerts following the CEO ouster and withdrawal of long‑term targets — several firms are soliciting clients and litigation could prolong uncertainty and increase potential costs. PYPL ALERT: Hagens Berman Alerts PayPal (PYPL) Investors to Securities Class Action
• Negative Sentiment: Near‑term price weakness reported — coverage notes PYPL has recently fallen more steeply than the broader market, reflecting investor risk‑off toward the company while legal and leadership questions remain. Paypal (PYPL) Falls More Steeply Than Broader Market: What Investors Need to Know
• Negative Sentiment: Security/scam anecdote surfaced — consumer report of unexpected inbound funds and suspicious phone numbers highlights ongoing fraud/security risks that can erode trust and raise customer‑support costs if issues proliferate. My Paypal account received money from the Philippines with two phone numbers listed. I called them.

Insider Activity

In related news, insider Suzan Kereere sold 37,613 shares of the company’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $41.49, for a total value of $1,560,563.37. Following the completion of the sale, the insider owned 30,983 shares in the company, valued at $1,285,484.67. This represents a 54.83% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Frank Keller sold 29,581 shares of the firm’s stock in a transaction 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 sale, the executive vice president directly owned 51,567 shares in the company, valued at $2,373,113.34. The trade was a 36.45% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 87,608 shares of company stock valued at $3,831,535 in the last quarter. Company insiders own 0.08% of the company’s stock.

PayPal Stock Performance

Shares of PYPL stock opened at $44.21 on Wednesday. The stock has a market cap of $40.70 billion, a PE ratio of 8.17, a price-to-earnings-growth ratio of 1.36 and a beta of 1.43. The stock has a 50-day moving average of $47.05 and a 200-day moving average of $58.47. 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 Holdings, Inc. has a one year low of $38.46 and a one year high of $79.50.

PayPal (NASDAQ:PYPL) last released its quarterly earnings data 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 return on equity of 25.42% and a net margin of 15.77%.The firm’s revenue was up 4.0% compared to the same quarter last year. During the same period in the previous year, the business earned $1.19 EPS. As a group, sell-side analysts expect that PayPal Holdings, Inc. will post 5.03 earnings per share for the current year.

PayPal Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, March 25th. Stockholders 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 dividend yield of 1.3%. The ex-dividend date of this dividend is Wednesday, March 4th. PayPal’s dividend payout ratio (DPR) is currently 10.35%.

Analysts Set New Price Targets

PYPL has been the subject of several recent research 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 report on Wednesday, February 4th. Canaccord Genuity Group reaffirmed a “hold” rating and set a $42.00 price objective (down from $100.00) on shares of PayPal in a research report on Wednesday, February 4th. TD Cowen restated a “hold” rating on shares of PayPal in a research note on Tuesday, February 3rd. The Goldman Sachs Group reduced their target price on shares of PayPal from $64.00 to $41.00 and set a “sell” rating on the stock in a research note on Wednesday, February 4th. Finally, William Blair reaffirmed a “market perform” rating on shares of PayPal in a report on Tuesday, February 3rd. Eight equities research analysts have rated the stock with a Buy rating, thirty-one have given a Hold rating and six have assigned a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $59.03.

PayPal Company 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.