AMG National Trust Bank Has $1.16 Million Position in PayPal Holdings, Inc. $PYPL

Key Points

• AMG National Trust Bank cut its stake in PayPal by 60.6% in Q4, selling 30,549 shares and ending the period with 19,878 shares worth about $1.16 million.
• PayPal announced a strategic reorganization into three operating units and made Venmo a standalone business to speed monetization and invite potential M&A interest, but the company recently missed revenue/EPS and analysts warn of near‑term execution risk.
• Insiders sold a total of 87,608 shares (~$3.83 million) in the last quarter — including sales by Suzan Kereere and EVP Frank Keller — leaving corporate insiders with just 0.63% ownership.

AMG National Trust Bank lessened its stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report) by 60.6% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 19,878 shares of the credit services provider's stock after selling 30,549 shares during the period. AMG National Trust Bank's holdings in PayPal were worth $1,160,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of PYPL. Vanguard Group Inc. raised its holdings 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 buying an additional 5,534,462 shares during the last quarter. Dimensional Fund Advisors LP raised its holdings in PayPal by 35.9% during the third quarter. Dimensional Fund Advisors LP now owns 8,177,536 shares of the credit services provider's stock worth $548,520,000 after buying an additional 2,160,227 shares during the last quarter. Two Sigma Investments LP acquired a new position in PayPal during the third quarter worth $97,794,000. Invesco Ltd. raised its holdings in PayPal by 10.9% during the third quarter. Invesco Ltd. now owns 11,131,949 shares of the credit services provider's stock worth $746,508,000 after buying an additional 1,093,365 shares during the last quarter. Finally, SG Americas Securities LLC raised its holdings in PayPal by 245.6% during the fourth quarter. SG Americas Securities LLC now owns 1,091,482 shares of the credit services provider's stock worth $63,721,000 after buying an additional 775,647 shares during the last quarter. Institutional investors and hedge funds own 68.32% of the company's stock.

Insider Transactions at PayPal

In other news, insider Suzan Kereere sold 13,515 shares of the company's stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $46.02, for a total value of $621,960.30. Following the completion of the sale, the insider owned 30,983 shares in the company, valued at $1,425,837.66. This represents a 30.37% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Frank Keller sold 29,581 shares of the firm's stock in a transaction dated 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 sale, the executive vice president owned 51,567 shares of the company's stock, valued at $2,373,113.34. This trade represents a 36.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 87,608 shares of company stock worth $3,831,535 in the last quarter. 0.63% of the stock is currently owned by corporate insiders.

PayPal News Roundup

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal announced a strategic reorganization into three operating units (Checkout & PayPal; Consumer Financial Services & Venmo; Payment Services & Crypto), plus five leadership changes — a move framed as simplifying decision‑making and accelerating growth, and one that could make business performance clearer and faster to monetize. PayPal Announces Strategic Reorganization
• Positive Sentiment: Making Venmo a standalone business increases transparency and makes the unit more “acquirable,” fueling speculation about potential M&A interest (reports cite Stripe and other suitors), which can lift valuations. PayPal makes Venmo a separate unit
• Positive Sentiment: Product & partner wins: PayPal’s Store Sync integration with BigCommerce (AI‑driven discovery/checkout) expands merchant reach and ties PayPal into emerging AI commerce surfaces — a tangible growth channel. Commerce Announces Integration of PayPal’s Store Sync
• Neutral Sentiment: New product push into advertising identity with PayPal Ads ID signals diversification beyond payments and could create long‑term revenue streams, but it raises questions about monetization timing and privacy/regulatory execution. PayPal Ads ID Debut Raises New Questions
• Negative Sentiment: Near‑term headwinds remain: analysts flagged likely weaker Q1 results and the company’s recent quarter missed revenue/EPS expectations, so execution risk and guidance will be priced in until the new structure shows clear improvements. Earnings Preview: Paypal Q1 Expected to Decline

PayPal Stock Performance

NASDAQ PYPL opened at $50.94 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 debt-to-equity ratio of 0.49, a current ratio of 1.29 and a quick ratio of 1.29. The firm has a market cap of $45.83 billion, a price-to-earnings ratio of 9.42, a PEG ratio of 1.43 and a beta of 1.40. The company has a fifty day moving average price of $46.46 and a 200-day moving average price of $54.66.

PayPal (NASDAQ:PYPL - Get Free Report) last posted its earnings results on Tuesday, February 3rd. The credit services provider reported $1.23 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.29 by ($0.06). PayPal had a return on equity of 25.42% and a net margin of 15.77%.The firm had revenue of $8.68 billion during the quarter, compared to the consensus estimate of $8.82 billion. During the same quarter in the previous year, the company earned $1.19 EPS. The business's revenue was up 4.0% compared to the same quarter last year. As a group, equities research analysts predict that PayPal Holdings, Inc. will post 5.32 EPS for the current fiscal year.

PayPal Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, March 25th. Stockholders of record on Wednesday, March 4th were paid a $0.14 dividend. The ex-dividend date was Wednesday, March 4th. This represents a $0.56 annualized dividend and a dividend yield of 1.1%. PayPal's dividend payout ratio is presently 10.35%.

Analyst Upgrades and Downgrades

PYPL has been the topic of several research reports. The Goldman Sachs Group lowered their price objective on shares of PayPal from $64.00 to $41.00 and set a "sell" rating on the stock in a report on Wednesday, February 4th. Loop Capital initiated coverage on shares of PayPal in a report on Tuesday, March 31st. They set a "hold" rating and a $46.00 price objective on the stock. Citigroup upped their price objective on shares of PayPal from $42.00 to $48.00 and gave the stock a "neutral" rating in a report on Wednesday, April 8th. Mizuho restated a "neutral" rating and set a $50.00 price objective (down from $60.00) on shares of PayPal in a report on Thursday, April 16th. Finally, Morgan Stanley lowered their price objective on shares of PayPal from $50.00 to $34.00 and set an "underweight" rating on the stock in a report on Wednesday, February 4th. Seven investment analysts have rated the stock with a Buy rating, thirty-three have issued a Hold rating and five have issued a Sell rating to the company's stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and a consensus price target of $56.55.

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.

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