Benjamin Edwards Inc. Raises Holdings in PayPal Holdings, Inc. $PYPL

Key Points

• Benjamin Edwards Inc. raised its stake in PayPal by 152% in Q4, buying 22,153 shares to hold 36,723 shares worth $2.144 million.
• PayPal beat Q1 revenue and EPS expectations but warned of weaker near‑term profitability (about a 9% non‑GAAP EPS decline) and announced a ~20% workforce reduction alongside a reorganization and AI growth initiatives.
• Analyst sentiment is mixed with an average rating of "Hold" and a $56.47 price target; institutional ownership is high at 68.32% while insiders have recently sold shares.

Benjamin Edwards Inc. boosted its holdings in shares of PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report) by 152.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 36,723 shares of the credit services provider's stock after buying an additional 22,153 shares during the quarter. Benjamin Edwards Inc.'s holdings in PayPal were worth $2,144,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Maia Wealth LLC grew its holdings in 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 during the last quarter. Transatlantique Private Wealth LLC grew its holdings in 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 during the last quarter. Martin & Co. Inc. TN grew its holdings in PayPal by 0.3% in the third quarter. Martin & Co. Inc. TN now owns 56,934 shares of the credit services provider's stock worth $3,818,000 after purchasing an additional 175 shares during the last quarter. Harrell Investment Partners LLC grew its holdings in PayPal by 2.0% in the third quarter. Harrell Investment Partners LLC now owns 9,185 shares of the credit services provider's stock worth $616,000 after purchasing an additional 184 shares during the last quarter. Finally, RWA Wealth Partners LLC grew its holdings in PayPal by 0.7% in the third quarter. RWA Wealth Partners LLC now owns 25,043 shares of the credit services provider's stock worth $1,679,000 after purchasing an additional 184 shares during the last quarter. 68.32% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several equities research analysts have recently commented on the stock. Dbs Bank upgraded shares of PayPal to a "hold" rating in a research note on Friday, February 6th. Raymond James Financial reiterated a "market perform" rating on shares of PayPal in a research note on Monday, February 23rd. Compass Point upgraded shares of PayPal from a "sell" rating to a "neutral" rating and set a $51.00 price objective for the company in a research note on Wednesday, February 4th. Cantor Fitzgerald lifted their price objective on shares of PayPal from $42.00 to $54.00 and gave the stock a "neutral" rating in a research note on Tuesday. Finally, Argus lowered their price objective on shares of PayPal from $87.00 to $65.00 and set a "buy" rating for the company in a research note on Friday, February 6th. Eight equities research analysts have rated the stock with a Buy rating, thirty-two have issued a Hold rating and five have assigned a Sell rating to the company's stock. According to MarketBeat, the stock presently has an average rating of "Hold" and an average price target of $56.47.

Key PayPal News

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Q1 beat on revenue, TPV and EPS, showing underlying volume momentum that supports longer‑term platform value. PayPal Reports First Quarter 2026 Results
• Positive Sentiment: Catalytic AI and reorganization plans (new Ads ID, Store Sync, 3 business units) aim to modernize growth levers and improve merchant monetization — a potential medium/long‑term upside if execution succeeds. Can PayPal’s AI Reset And Reorganization Revive Long Term Growth Potential
• Positive Sentiment: Some analysts remain constructive: RBC reaffirmed an outperform rating with a $59 PT and Cantor raised its PT to $54; these highlight upside scenarios if turnaround gains materialize. Analyst Notes / Benzinga
• Neutral Sentiment: Company declared a quarterly dividend (small yield), which modestly supports income‑oriented holders but is not a growth catalyst.
• Neutral Sentiment: Unusually heavy options activity (large call volume) indicates heightened speculative/hedging interest; can amplify intraday moves but not a directional fundamental signal.
• Negative Sentiment: Management flagged weaker near‑term profitability and guided to a larger EPS decline (~9% non‑GAAP EPS drop), which overshadowed the beat and prompted the immediate selloff. PayPal shares fall as it signals profit decline ahead
• Negative Sentiment: New CEO announced ~20% workforce reduction (~4,760 jobs) as part of a $1.5B cost‑saving program; layoffs increase short‑term execution and reputational risk even as they aim to restore margins. PayPal layoffs: New CEO cuts 20% of workforce in Q1 2026
• Negative Sentiment: UK competition regulator opened an investigation into PayPal’s wallet funding practices alongside Visa/Mastercard — a regulatory overhang that could constrain product options or require remediation. PayPal, Visa and Mastercard Face UK Competition Investigation
• Negative Sentiment: Multiple sell/neutral reiterations and a few lowered price targets (including Goldman Sachs trimming its PT) reflect waning investor patience and mixed analyst conviction on the turnaround timeline. Goldman Sachs Adjusts Price Target on PayPal

PayPal Stock Down 0.5%

PYPL opened at $46.25 on Thursday. PayPal Holdings, Inc. has a fifty-two week low of $38.46 and a fifty-two week high of $79.50. The company has a debt-to-equity ratio of 0.47, a quick ratio of 1.29 and a current ratio of 1.26. The company has a fifty day moving average of $46.77 and a two-hundred day moving average of $54.14. The stock has a market capitalization of $41.61 billion, a price-to-earnings ratio of 8.68, a PEG ratio of 1.34 and a beta of 1.39.

PayPal (NASDAQ:PYPL - Get Free Report) last released its quarterly earnings data on Tuesday, May 5th. The credit services provider reported $1.34 earnings per share for the quarter, beating analysts' consensus estimates of $1.27 by $0.07. PayPal had a net margin of 15.00% and a return on equity of 25.02%. The company had revenue of $8.35 billion during the quarter, compared to analysts' expectations of $8.05 billion. During the same quarter in the previous year, the company earned $1.33 earnings per share. The firm's revenue for the quarter was up 7.2% on a year-over-year basis. On average, research analysts expect that PayPal Holdings, Inc. will post 5.31 earnings per share for the current year.

PayPal Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 25th. Shareholders of record on Thursday, June 4th will be issued a $0.14 dividend. The ex-dividend date of this dividend is Thursday, June 4th. This represents a $0.56 dividend on an annualized basis and a yield of 1.2%. PayPal's payout ratio is presently 10.35%.

Insider Transactions at PayPal

In other news, insider Suzan Kereere sold 13,515 shares of the business's stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $46.02, for a total transaction of $621,960.30. Following the completion of the sale, the insider owned 30,983 shares of the company's stock, valued at $1,425,837.66. The trade was a 30.37% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CAO Chris Natali sold 1,337 shares of the business's stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $49.46, for a total transaction of $66,128.02. Following the sale, the chief accounting officer directly owned 1,586 shares of the company's stock, valued at $78,443.56. This represents a 45.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 99,677 shares of company stock valued at $4,433,834 over the last 90 days. Corporate insiders own 0.63% of the company's stock.

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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