Burney Co. Purchases 77,684 Shares of PayPal Holdings, Inc. $PYPL

Key Points

• Burney Co. increased its PayPal stake by 364.1% in Q4, buying an additional 77,684 shares and now owns 99,018 shares valued at about $5.78 million.
• Company insiders have been net sellers — 87,608 shares (~$3.83M) sold over the past three months including sales by the CAO and an EVP — leaving corporate insiders with just 0.08% ownership.
• PayPal recently announced a Canva integration and paid a $0.14 quarterly dividend, but analysts largely rate the stock a "Hold" while it trades around $45 (1‑year range $38.46–$79.50).

Burney Co. boosted its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report) by 364.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 99,018 shares of the credit services provider's stock after acquiring an additional 77,684 shares during the quarter. Burney Co.'s holdings in PayPal were worth $5,781,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Capital Research Global Investors raised its position in PayPal by 2.3% during the third quarter. Capital Research Global Investors now owns 27,953,803 shares of the credit services provider's stock worth $1,874,637,000 after acquiring an additional 636,441 shares in the last quarter. Invesco Ltd. raised its position 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 acquiring an additional 1,093,365 shares in the last quarter. Amundi raised its position in PayPal by 1.6% during the third quarter. Amundi now owns 8,493,311 shares of the credit services provider's stock worth $605,488,000 after acquiring an additional 132,837 shares in the last quarter. Dimensional Fund Advisors LP raised its position 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 acquiring an additional 2,160,227 shares in the last quarter. Finally, Legal & General Group Plc raised its position in PayPal by 3.2% during the third quarter. Legal & General Group Plc now owns 6,951,876 shares of the credit services provider's stock worth $466,193,000 after acquiring an additional 217,329 shares in the last quarter. 68.32% of the stock is owned by institutional investors.

Insider Activity at PayPal

In related news, CAO Chris Natali sold 2,208 shares of the company'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 transaction, the chief accounting officer directly owned 1,140 shares in the company, valued at approximately $50,992.20. This represents a 65.95% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Frank Keller sold 29,581 shares of the company'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 $1,361,317.62. Following the completion of the transaction, the executive vice president owned 51,567 shares in the company, valued at $2,373,113.34. This trade represents a 36.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 87,608 shares of company stock worth $3,831,535. Corporate insiders own 0.08% of the company's stock.

Trending Headlines about PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal announced PayPal Payment Links integration into Canva, letting 265M monthly users accept payments directly from designs — a distribution and merchant‑onboarding boost that can increase checkout volume and revenue for merchant services. PayPal Brings Payment Links to Canva PayPal Embeds Payment Links Into Canva Designs Zacks: PYPL Adds Payment Links to Canva TipRanks: PayPal Scores Another Big Deal with Canva Blockonomi: PayPal Stock Gains Ground With New Canva Integration
• Positive Sentiment: A small analyst upgrade/coverage note was reported that briefly pushed shares higher (coverage mentioned in AmericanBankingNews). Positive broker chatter can support short‑term momentum. PayPal Stock Up After Analyst Upgrade
• Neutral Sentiment: BNP Paribas Exane raised its price target to $43.50 but kept a "neutral" rating — a modest revision that isn't a strong buy signal. MarketScreener: BNP Paribas Adjusts Price Target
• Neutral Sentiment: Analyst commentary and stock interest pieces (Zacks, 247WallSt, TipRanks) highlight that PYPL is widely watched and rated a "hold" by many analysts — signals of mixed expectations rather than clear upside. Zacks: Investors Heavily Search PayPal 247WallSt: Analysts Still Rate PayPal a Hold TipRanks: SOFI vs PYPL
• Neutral Sentiment: Broader market/sector stories (crypto moves, social commerce trends, and thematic warns) may influence fintech sentiment but are not PayPal‑specific drivers. Bitcoin Climbs Above $72K Meta Growing Role In Social Commerce 3 Profitable Stocks That Concern Us
• Negative Sentiment: Numerous securities‑fraud class action notices and lead‑plaintiff deadlines were filed and publicized by multiple law firms — heightened legal risk, potential litigation costs and uncertainty often depress investor sentiment. GlobeNewswire: Deadline Alert PR Newswire: Faruqi & Faruqi Reminder Gross Law Firm: Shareholder Alert
• Negative Sentiment: Institutional moves reported: reports that Steve Cohen sold PayPal and that ClearBridge exited PYPL citing turnaround challenges signal reduced confidence from large managers and can add selling pressure. DailyHodl: Steve Cohen Dumps PayPal MSN: ClearBridge Exited PayPal

PayPal Price Performance

NASDAQ:PYPL opened at $45.27 on Friday. PayPal Holdings, Inc. has a one year low of $38.46 and a one year high of $79.50. The company has a market cap of $40.73 billion, a P/E ratio of 8.37, a P/E/G ratio of 1.36 and a beta of 1.40. The firm's fifty day moving average price is $44.27 and its two-hundred day moving average price is $56.49. The company has a debt-to-equity ratio of 0.49, a current ratio of 1.29 and a quick ratio of 1.29.

PayPal (NASDAQ:PYPL - Get Free Report) last released its quarterly earnings data on Tuesday, February 3rd. The credit services provider reported $1.23 EPS for the quarter, missing the consensus estimate of $1.29 by ($0.06). PayPal had a net margin of 15.77% and a return on equity of 25.42%. The company had revenue of $8.68 billion during the quarter, compared to analyst estimates of $8.82 billion. During the same quarter in the prior year, the firm earned $1.19 earnings per share. PayPal's revenue for the quarter was up 4.0% on a year-over-year basis. Equities analysts expect that PayPal Holdings, Inc. will post 5.03 earnings per share for the current year.

PayPal Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, March 25th. Investors 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 1.2%. PayPal's dividend payout ratio is 10.35%.

Analyst Ratings Changes

Several research firms have issued reports on PYPL. BNP Paribas Exane upped their price target on shares of PayPal from $41.00 to $43.50 and gave the stock a "neutral" rating in a research report on Friday. Loop Capital began coverage on shares of PayPal in a research report on Tuesday, March 31st. They set a "hold" rating and a $46.00 price target on the stock. Rothschild & Co Redburn dropped their price target on shares of PayPal from $50.00 to $32.00 and set a "sell" rating on the stock in a research report on Wednesday, February 11th. BTIG Research reiterated a "neutral" rating on shares of PayPal in a report on Tuesday, February 3rd. Finally, Piper Sandler decreased their price objective on shares of PayPal from $76.00 to $74.00 and set a "neutral" rating on the stock in a report on Wednesday, January 14th. Eight analysts have rated the stock with a Buy rating, thirty-one have given a Hold rating and six have given a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of "Hold" and an average target price of $56.72.

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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