PayPal Holdings, Inc. $PYPL is Penn Davis Mcfarland Inc.’s 8th Largest Position

Penn Davis Mcfarland Inc. grew its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 5.3% during the fourth quarter, Holdings Channel reports. The institutional investor owned 680,852 shares of the credit services provider’s stock after purchasing an additional 33,994 shares during the quarter. PayPal accounts for 3.8% of Penn Davis Mcfarland Inc.’s holdings, making the stock its 8th largest holding. Penn Davis Mcfarland Inc.’s holdings in PayPal were worth $39,748,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Wedmont Private Capital raised its stake in PayPal by 1.6% in the 3rd quarter. Wedmont Private Capital now owns 9,157 shares of the credit services provider’s stock valued at $614,000 after acquiring an additional 142 shares during the period. Dakota Community Bank & Trust NA boosted its position in PayPal by 8.7% during the second 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 period. Maia Wealth LLC increased its stake in shares of PayPal by 2.5% in the third quarter. Maia Wealth LLC now owns 6,404 shares of the credit services provider’s stock worth $424,000 after purchasing an additional 155 shares in the last quarter. Transatlantique Private Wealth LLC increased its stake in shares of PayPal by 2.9% in the third quarter. Transatlantique Private Wealth LLC now owns 5,698 shares of the credit services provider’s stock worth $382,000 after purchasing an additional 159 shares in the last quarter. Finally, WCG Wealth Advisors LLC raised its position in shares of PayPal by 1.1% in the second 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 period. Institutional investors own 68.32% of the company’s stock.

PayPal News Summary

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Expanded European merchant access — PayPal deepened its partnership with Nexi to integrate PayPal’s wallet and checkout across Nexi’s merchant platform, which can help drive European merchant adoption and revenue upside over time. PayPal Nexi Tie Up Tests Growth Story As Shares Lag
• Neutral Sentiment: New coverage from Loop Capital sets a “hold” rating and $46 PT, effectively signaling limited near-term upside from current levels. PayPal Receives Neutral Rating From Loop Capital
• Negative Sentiment: Securities‑fraud lawsuits and a surprise CEO exit have become focal points—plaintiffs allege misleading statements about growth and the company withdrew long‑term targets, raising legal, reputational and oversight risks that can pressure valuation. PayPal Lawsuits And CEO Shakeup Put Focus On Valuation Gap
• Negative Sentiment: Multiple law firms (Glancy Prongay, Rosen, Hagens Berman, Levi & Korsinsky, etc.) have filed or solicited lead‑plaintiff motions in securities class actions tied to the same February 2025–February 2026 class period, increasing the probability of costly litigation and settlements. Glancy PR: Shareholders Opportunity to Lead Securities Fraud Lawsuit
• Negative Sentiment: Several additional firm notices and alerts (Rosen, Hagens Berman, Bernstein Liebhard, Levi & Korsinsky) reinforce litigation momentum and note potential individual liability for senior executives, which can amplify settlement exposure and governance scrutiny. Rosen Law: Lead Plaintiff Deadline Reminder
• Negative Sentiment: Analyst caution and downgrade narratives (Seeking Alpha coverage) flag checkout business weakness and expected near‑term earnings declines, limiting upside until execution and growth visibility improve. PayPal Undervalued, But Checkout Weakness Limits Upside

Analysts Set New Price Targets

A number of analysts recently commented on PYPL shares. Piper Sandler dropped their price target on shares of PayPal from $76.00 to $74.00 and set a “neutral” rating on the stock in a research note on Wednesday, January 14th. Wells Fargo & Company lowered their target price on shares of PayPal from $67.00 to $48.00 and set an “equal weight” rating on the stock in a report on Wednesday, February 4th. Jefferies Financial Group restated a “hold” rating on shares of PayPal in a research report on Wednesday, January 7th. Wolfe Research reaffirmed a “sell” rating on shares of PayPal in a report on Monday, February 23rd. Finally, Deutsche Bank Aktiengesellschaft reduced their price target on PayPal from $75.00 to $65.00 and set a “hold” rating for the company in a research report on Friday, December 5th. 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 data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $58.11.

Insiders Place Their Bets

In other news, CAO Chris Natali sold 2,208 shares of the business’s stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $44.73, for a total transaction of $98,763.84. Following the completion of the transaction, the chief accounting officer owned 1,140 shares of the company’s stock, valued at approximately $50,992.20. The trade was a 65.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Frank Keller sold 29,581 shares of the company’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 transaction of $1,361,317.62. Following the completion of the transaction, the executive vice president owned 51,567 shares in the company, valued at approximately $2,373,113.34. This trade represents a 36.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 87,608 shares of company stock worth $3,831,535 in the last ninety days. 0.08% of the stock is currently owned by insiders.

PayPal Stock Performance

PayPal stock opened at $44.63 on Thursday. PayPal Holdings, Inc. has a 1-year low of $38.46 and a 1-year high of $79.50. The company has a current ratio of 1.29, a quick ratio of 1.29 and a debt-to-equity ratio of 0.49. The firm has a market capitalization of $41.09 billion, a PE ratio of 8.25, a price-to-earnings-growth ratio of 1.35 and a beta of 1.43. The firm’s 50 day simple moving average is $45.63 and its 200 day simple moving average is $57.58.

PayPal (NASDAQ:PYPL) last announced its quarterly 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 the consensus estimate of $8.82 billion. PayPal had a net margin of 15.77% and a return on equity of 25.42%. The firm’s revenue for the quarter was up 4.0% on a year-over-year basis. During the same period in the previous year, the business earned $1.19 earnings per share. As a group, analysts expect that PayPal Holdings, Inc. will post 5.03 earnings per share for the current fiscal year.

PayPal Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, March 25th. Shareholders of record on Wednesday, March 4th were paid a $0.14 dividend. This represents a $0.56 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date was Wednesday, March 4th. PayPal’s dividend payout ratio is currently 10.35%.

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.