Focus Partners Advisor Solutions LLC Buys Shares of 12,180 PayPal Holdings, Inc. $PYPL

Focus Partners Advisor Solutions LLC bought a new stake in PayPal Holdings, Inc. (NASDAQ:PYPL) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 12,180 shares of the credit services provider’s stock, valued at approximately $528,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in PYPL. Norges Bank acquired a new stake in shares of PayPal during the 4th quarter worth approximately $949,758,000. Bank of America Corp DE raised its position in PayPal by 67.9% during the first quarter. Bank of America Corp DE now owns 25,614,720 shares of the credit services provider’s stock valued at $1,158,554,000 after purchasing an additional 10,356,256 shares in the last quarter. Amundi raised its position in PayPal by 227.6% during the first quarter. Amundi now owns 13,804,208 shares of the credit services provider’s stock valued at $624,364,000 after purchasing an additional 9,590,488 shares in the last quarter. Vanguard Group Inc. lifted its stake in PayPal by 6.5% during the fourth quarter. Vanguard Group Inc. now owns 90,376,927 shares of the credit services provider’s stock worth $5,276,205,000 after purchasing an additional 5,534,462 shares during the last quarter. Finally, SG Americas Securities LLC lifted its stake in PayPal by 355.1% during the first quarter. SG Americas Securities LLC now owns 4,967,170 shares of the credit services provider’s stock worth $224,665,000 after purchasing an additional 3,875,688 shares during the last quarter. Institutional investors own 68.32% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on PYPL. Susquehanna lifted their price target on PayPal from $63.00 to $67.00 and gave the company a “positive” rating in a research note on Wednesday, July 29th. Needham & Company LLC restated a “hold” rating on shares of PayPal in a research report on Tuesday, May 5th. Barclays raised their price objective on PayPal from $55.00 to $57.00 and gave the company an “equal weight” rating in a research note on Wednesday, July 29th. BNP Paribas Exane lifted their target price on PayPal from $43.50 to $52.00 and gave the company a “neutral” rating in a research report on Tuesday, July 21st. Finally, JPMorgan Chase & Co. boosted their target price on PayPal from $46.00 to $65.00 and gave the stock a “neutral” rating in a research note on Wednesday, July 29th. Nine equities research analysts have rated the stock with a Buy rating, thirty-four have given a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $56.19.

Insider Activity

In other news, CAO Chris Natali sold 1,337 shares of the firm’s stock in a transaction on Wednesday, July 29th. The shares were sold at an average price of $58.10, for a total transaction of $77,679.70. Following the completion of the transaction, the chief accounting officer owned 2,216 shares of the company’s stock, valued at approximately $128,749.60. This trade represents a 37.63% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Frank Keller sold 4,612 shares of PayPal stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $42.54, for a total transaction of $196,194.48. Following the transaction, the insider owned 41,567 shares in the company, valued at approximately $1,768,260.18. This trade represents a 9.99% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 10,612 shares of company stock valued at $484,534. Insiders own 0.63% of the company’s stock.

Key Stories Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Potential sale offers are supporting takeover speculation. Stripe and Advent reportedly submitted a joint bid of $60.50 per share in July, valuing PayPal at approximately $53 billion. Reports that PayPal remains in sale discussions—and some analysts’ view that a transaction could ultimately command $70–$80 per share—provide a potential premium to the standalone valuation. PayPal reportedly in sale talks with Stripe and Advent PayPal Could Be Sold For $70-$80 Per Share
• Positive Sentiment: Recent performance reflects transaction-volume and Venmo momentum. PayPal’s shares have risen 36.1% over three months, helped by total payment volume growth and improving Venmo trends. Its latest reported quarter also exceeded analyst expectations for earnings and revenue, although those results are not new. Should You Buy, Sell or Hold PayPal Stock After a 36.1% Three-Month Rise?
• Neutral Sentiment: Piper Sandler raised its price target more than 40% to $59 but retained a Neutral rating. The change recognizes potential value beyond PayPal’s checkout business, but the target remains below the reported $60.50 bid, suggesting limited standalone upside at that estimate. What Is PayPal Really Worth?
• Neutral Sentiment: Stripe’s reported purchase of AI firm OpenRouter is not expected to derail a potential PayPal transaction. The development keeps the acquisition narrative in focus, but neither a deal nor definitive terms have been confirmed. Stripe Purchase of AI Firm OpenRouter Unlikely to Derail PayPal Deal
• Negative Sentiment: Operational concerns are restraining the recovery story. Analysts point to weak checkout growth and intense competition from Stripe, Block, BNPL providers and other payments platforms. Broader BNPL stock volatility is also highlighting uneven investor confidence across the sector. PayPal Stock After a 36.1% Three-Month Rise

PayPal Price Performance

Shares of PYPL opened at $60.47 on Tuesday. PayPal Holdings, Inc. has a 12-month low of $38.46 and a 12-month high of $79.21. The business has a 50-day simple moving average of $50.52 and a two-hundred day simple moving average of $47.25. The company has a quick ratio of 1.29, a current ratio of 1.29 and a debt-to-equity ratio of 0.55. The stock has a market cap of $51.73 billion, a PE ratio of 11.43, a PEG ratio of 1.51 and a beta of 1.30.

PayPal (NASDAQ:PYPL) last announced its quarterly earnings results on Tuesday, July 28th. The credit services provider reported $1.38 EPS for the quarter, beating analysts’ consensus estimates of $1.28 by $0.10. PayPal had a return on equity of 24.39% and a net margin of 14.36%.The firm had revenue of $8.68 billion for the quarter, compared to analyst estimates of $8.47 billion. During the same period last year, the firm posted $1.40 earnings per share. The business’s revenue for the quarter was up 4.8% on a year-over-year basis. Analysts anticipate that PayPal Holdings, Inc. will post 5.37 earnings per share for the current fiscal year.

PayPal Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, September 25th. Shareholders of record on Friday, September 4th will be given a $0.14 dividend. This represents a $0.56 annualized dividend and a yield of 0.9%. The ex-dividend date is Friday, September 4th. PayPal’s dividend payout ratio is 10.59%.

PayPal 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.