S&CO Inc. lifted its holdings in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 4.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 345,655 shares of the credit services provider’s stock after purchasing an additional 14,154 shares during the quarter. PayPal comprises about 1.3% of S&CO Inc.’s portfolio, making the stock its 22nd biggest position. S&CO Inc.’s holdings in PayPal were worth $20,179,000 at the end of the most recent quarter.
Other institutional investors have also recently made changes to their positions in the company. Kelleher Financial Advisors acquired a new stake in shares of PayPal in the 3rd quarter worth $30,000. Cloud Capital Management LLC acquired a new stake in shares of PayPal in the 3rd quarter worth $30,000. Torren Management LLC acquired a new stake in shares of PayPal in the 4th quarter worth $31,000. Strategic Advocates LLC acquired a new stake in shares of PayPal in the 3rd quarter worth $38,000. Finally, Steph & Co. lifted its position in PayPal by 103.1% during the 4th quarter. Steph & Co. now owns 656 shares of the credit services provider’s stock worth $38,000 after acquiring an additional 333 shares during the period. Institutional investors and hedge funds own 68.32% of the company’s stock.
PayPal Stock Performance
Shares of PYPL stock opened at $44.41 on Friday. The stock has a market cap of $39.17 billion, a PE ratio of 8.33, a price-to-earnings-growth ratio of 1.13 and a beta of 1.39. The business has a 50-day simple moving average of $46.61 and a 200-day simple moving average of $53.08. The company has a quick ratio of 1.26, a current ratio of 1.26 and a debt-to-equity ratio of 0.47. PayPal Holdings, Inc. has a 52-week low of $38.46 and a 52-week high of $79.50.
PayPal Announces Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 25th. Stockholders of record on Thursday, June 4th will be issued a $0.14 dividend. This represents a $0.56 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend is Thursday, June 4th. PayPal’s payout ratio is 10.51%.
Insider Activity
In other news, EVP Frank Keller sold 29,581 shares of the business’s stock in a transaction dated 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 completion of the transaction, the executive vice president owned 51,567 shares of the company’s stock, valued at $2,373,113.34. The trade was a 36.45% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CAO Chris Natali sold 2,208 shares of the business’s stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $44.73, for a total value of $98,763.84. Following the completion of the transaction, the chief accounting officer directly owned 1,140 shares of the company’s stock, valued at approximately $50,992.20. This trade represents a 65.95% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 96,199 shares of company stock valued at $4,294,018 in the last quarter. 0.63% of the stock is currently owned by company insiders.
Key Stories Impacting PayPal
Here are the key news stories impacting PayPal this week:
- Positive Sentiment: Analysts and commentary point to PayPal trading at a discounted valuation, with support from Venmo growth, AI-commerce initiatives, and international expansion; several pieces argue the stock may be too cheap if execution improves. Article Title
- Positive Sentiment: PayPal’s Q1 results beat expectations on revenue and profit, and the company is leaning into a new strategy under its CEO, including AI tools for small businesses and a fee-waiver push that could support merchant growth. Article Title
- Positive Sentiment: PayPal’s partnership with Anthropic to bring AI services to small businesses reinforces its effort to modernize the platform and build new revenue opportunities. Article Title
- Neutral Sentiment: The company reached a $30 million DOJ settlement over a past DEI-related program, removing a legal overhang but also highlighting governance and compliance scrutiny. Article Title
- Neutral Sentiment: Reports that UK regulators are investigating PayPal alongside Mastercard and Visa over digital-wallet competition add uncertainty, but the direct financial impact is still unclear. Article Title
- Negative Sentiment: Some analysts remain skeptical after the earnings call, citing margin pressure, transformation risk, and slower confidence in the turnaround story. Article Title
- Negative Sentiment: Investor reaction to the quarter was muted despite the revenue beat, suggesting the market is still focused on margin trends and execution risk rather than near-term growth. Article Title
Wall Street Analyst Weigh In
PYPL has been the subject of a number of research reports. Evercore lowered their price target on PayPal from $65.00 to $40.00 and set an “in-line” rating for the company in a research report on Tuesday, February 3rd. BNP Paribas Exane lifted their price target on PayPal from $41.00 to $43.50 and gave the stock a “neutral” rating in a research report on Friday, April 10th. Sanford C. Bernstein reaffirmed a “market perform” rating on shares of PayPal in a research report on Tuesday, February 24th. Morgan Stanley lowered their price target on PayPal from $50.00 to $34.00 and set an “underweight” rating for the company in a research report on Wednesday, February 4th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and set a $59.00 price target on shares of PayPal in a research report on Wednesday, May 6th. Eight investment analysts have rated the stock with a Buy rating, thirty-two have assigned a Hold rating and five have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $55.85.
Check Out Our Latest Report on PYPL
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.
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