DV Trading LLC Increases Position in PayPal Holdings, Inc. $PYPL

DV Trading LLC increased its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 1,571.6% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 34,719 shares of the credit services provider’s stock after acquiring an additional 32,642 shares during the quarter. DV Trading LLC’s holdings in PayPal were worth $1,570,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Maia Wealth LLC raised its holdings in PayPal by 2.5% in the 3rd quarter. Maia Wealth LLC now owns 6,404 shares of the credit services provider’s stock valued at $424,000 after acquiring an additional 155 shares during the last quarter. GeoWealth Management LLC boosted its holdings in shares of PayPal by 6.2% during the third quarter. GeoWealth Management LLC now owns 3,214 shares of the credit services provider’s stock worth $216,000 after purchasing an additional 188 shares during the last quarter. Formidable Asset Management LLC boosted its holdings in shares of PayPal by 0.8% during the first quarter. Formidable Asset Management LLC now owns 25,937 shares of the credit services provider’s stock worth $1,173,000 after purchasing an additional 205 shares during the last quarter. KPP Advisory Services LLC grew its position in shares of PayPal by 3.3% in the first quarter. KPP Advisory Services LLC now owns 6,625 shares of the credit services provider’s stock valued at $300,000 after purchasing an additional 214 shares during the period. Finally, Leo Wealth LLC grew its position in shares of PayPal by 6.8% in the fourth quarter. Leo Wealth LLC now owns 3,564 shares of the credit services provider’s stock valued at $208,000 after purchasing an additional 227 shares during the period. 68.32% of the stock is owned by hedge funds and other institutional investors.

PayPal Trading Down 0.8%

Shares of PYPL opened at $57.21 on Friday. The company has a current ratio of 1.29, a quick ratio of 1.26 and a debt-to-equity ratio of 0.55. The firm has a market capitalization of $48.94 billion, a P/E ratio of 10.81, a price-to-earnings-growth ratio of 1.42 and a beta of 1.33. The stock’s fifty day simple moving average is $47.03 and its 200 day simple moving average is $47.09. PayPal Holdings, Inc. has a twelve month low of $38.46 and a twelve month high of $79.21.

PayPal (NASDAQ:PYPL) last posted its quarterly earnings results on Tuesday, July 28th. The credit services provider reported $1.38 earnings per share (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 during the quarter, compared to the consensus estimate of $8.47 billion. During the same quarter in the previous year, the business earned $1.40 earnings per share. The firm’s quarterly revenue was up 4.8% compared to the same quarter last year. On average, equities research analysts forecast that PayPal Holdings, Inc. will post 5.35 earnings per share for the current year.

PayPal Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, September 25th. Stockholders of record on Friday, September 4th will be paid a $0.14 dividend. This represents a $0.56 annualized dividend and a dividend yield of 1.0%. The ex-dividend date of this dividend is Friday, September 4th. PayPal’s payout ratio is currently 10.59%.

Analyst Upgrades and Downgrades

PYPL has been the subject of several analyst reports. HSBC initiated coverage on PayPal in a research note on Friday, July 24th. They issued a “buy” rating for the company. Piper Sandler lowered their price target on PayPal from $46.00 to $42.00 and set a “neutral” rating for the company in a report on Monday, June 29th. BTIG Research restated a “neutral” rating on shares of PayPal in a report on Wednesday, July 15th. Zacks Research raised shares of PayPal from a “strong sell” rating to a “hold” rating in a research note on Friday, April 17th. Finally, Cantor Fitzgerald reiterated a “neutral” rating on shares of PayPal in a report on Thursday, July 16th. Nine equities research analysts have rated the stock with a Buy rating, thirty-four have assigned a Hold rating and four have given a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $55.50.

PayPal News Summary

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal’s second-quarter results exceeded expectations, with adjusted earnings per share of $1.38 versus the $1.28 consensus and revenue of $8.68 billion versus $8.47 billion expected. Management also raised its full-year outlook, citing improving branded checkout, Venmo expansion and cost savings. PayPal Shares Pause as Raised Guidance Validates Turnaround Narrative
• Positive Sentiment: Several analysts raised their price targets following the earnings report, including JPMorgan, TD Cowen, Citigroup and Keefe, Bruyette & Woods. The targets—ranging from the mid-$50s to $70—suggest some analysts see additional upside if PayPal sustains its operational improvements. JPMorgan Analyst Says PayPal Stock Could Rise
• Positive Sentiment: Value-focused commentary highlights PYPL’s relatively low earnings multiple, arguing that the valuation could provide support if the company converts its stronger guidance into consistent growth. PayPal: A Steal At Less Than 10x Earnings
• Neutral Sentiment: Analyst opinion remains mixed. Canaccord Genuity maintained a hold rating, while Wells Fargo increased its target to $56 but kept an equal-weight rating. The broader brokerage consensus remains “hold,” reflecting improved results but limited confidence in PayPal’s longer-term growth trajectory. Canaccord Gives PayPal a Hold Rating
• Neutral Sentiment: Speculation about takeover interest, including a reported bid involving Stripe and Advent International, could support valuation, but no transaction is confirmed and investors remain focused on PayPal’s standalone turnaround. Is Takeout Target PayPal a Buy?
• Negative Sentiment: Bearish analysis says PayPal’s substantial share-repurchase program has not translated into sustained stock-price gains, underscoring skepticism about capital allocation and the company’s growth prospects. PayPal’s $17 Billion Bet Against Wall Street
• Negative Sentiment: Investors continue to monitor margin pressure, branded-checkout execution and PayPal’s slower growth relative to major payments peers. Two insiders also sold shares under pre-arranged Rule 10b5-1 plans; the sales are relatively small but may add modest near-term caution. PayPal Insider Selling

Insider Activity

In other PayPal news, insider Suzan Kereere sold 3,379 shares of PayPal stock in a transaction that occurred on Wednesday, June 3rd. The shares were sold at an average price of $42.79, for a total transaction of $144,587.41. Following the transaction, the insider directly owned 30,983 shares of the company’s stock, valued at $1,325,762.57. The trade was a 9.83% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. 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 that occurred on Wednesday, June 3rd. The shares were sold at an average price of $42.54, for a total transaction of $196,194.48. Following the transaction, the insider directly owned 41,567 shares in the company, valued at approximately $1,768,260.18. This trade represents a 9.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 10,612 shares of company stock valued at $484,534 in the last three months. Corporate insiders own 0.63% of the company’s stock.

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.