Erste Asset Management GmbH Trims Stake in PayPal Holdings, Inc. $PYPL

Key Points

• Erste Asset Management GmbH has reduced its stake in PayPal Holdings, Inc. by 22.4%, selling 40,945 shares and now holding 141,827 shares valued at approximately $9.42 million.
• Multiple institutional investors increased their positions in PayPal, with BI Asset Management Fondsmaeglerselskab A S raising its stake by a substantial 355.4% during the same period.
• PayPal reported earnings of $1.40 per share for the last quarter, exceeding analyst expectations and provided guidance for Q3 2025 of 1.180-1.220 EPS, showing positive momentum despite mixed analyst ratings.

Erste Asset Management GmbH reduced its position in PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report) by 22.4% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 141,827 shares of the credit services provider's stock after selling 40,945 shares during the period. Erste Asset Management GmbH's holdings in PayPal were worth $9,418,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Groupama Asset Managment lifted its holdings in shares of PayPal by 47.2% in the 1st quarter. Groupama Asset Managment now owns 26,632 shares of the credit services provider's stock valued at $1,735,000 after purchasing an additional 8,536 shares during the last quarter. JT Stratford LLC lifted its holdings in shares of PayPal by 42.2% in the 1st quarter. JT Stratford LLC now owns 38,207 shares of the credit services provider's stock valued at $2,493,000 after purchasing an additional 11,336 shares during the last quarter. BI Asset Management Fondsmaeglerselskab A S increased its position in PayPal by 355.4% in the 1st quarter. BI Asset Management Fondsmaeglerselskab A S now owns 219,695 shares of the credit services provider's stock valued at $14,335,000 after acquiring an additional 171,458 shares during the period. Legacy Financial Advisors Inc. increased its position in PayPal by 5.3% in the 1st quarter. Legacy Financial Advisors Inc. now owns 8,422 shares of the credit services provider's stock valued at $550,000 after acquiring an additional 424 shares during the period. Finally, M Holdings Securities Inc. increased its position in PayPal by 3.3% in the 1st quarter. M Holdings Securities Inc. now owns 34,267 shares of the credit services provider's stock valued at $2,236,000 after acquiring an additional 1,093 shares during the period. 68.32% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on PYPL shares. Canaccord Genuity Group restated a "buy" rating and issued a $96.00 price target on shares of PayPal in a research report on Wednesday, July 30th. UBS Group dropped their price target on PayPal from $88.00 to $75.00 and set a "neutral" rating on the stock in a research report on Wednesday, April 30th. Macquarie restated an "outperform" rating and issued a $95.00 price target on shares of PayPal in a research report on Wednesday, July 30th. BMO Capital Markets restated a "market perform" rating on shares of PayPal in a research report on Tuesday, July 29th. Finally, Wall Street Zen upgraded PayPal from a "hold" rating to a "buy" rating in a research report on Saturday, August 2nd. Seventeen equities research analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and two have issued a Sell rating to the company's stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Hold" and a consensus price target of $85.00.

PayPal Stock Performance

NASDAQ PYPL opened at $68.08 on Thursday. The company has a current ratio of 1.33, a quick ratio of 1.33 and a debt-to-equity ratio of 0.56. The business's 50 day moving average is $72.23 and its two-hundred day moving average is $70.52. PayPal Holdings, Inc. has a 12-month low of $55.85 and a 12-month high of $93.66. The stock has a market capitalization of $65.04 billion, a price-to-earnings ratio of 14.55, a PEG ratio of 1.06 and a beta of 1.42.

PayPal (NASDAQ:PYPL - Get Free Report) last released its earnings results on Tuesday, July 29th. The credit services provider reported $1.40 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.30 by $0.10. PayPal had a return on equity of 25.35% and a net margin of 14.49%.The company had revenue of $8.29 billion for the quarter, compared to analysts' expectations of $8.08 billion. During the same quarter in the previous year, the firm posted $1.19 EPS. PayPal has set its Q3 2025 guidance at 1.180-1.220 EPS. FY 2025 guidance at 5.150-5.300 EPS. Research analysts expect that PayPal Holdings, Inc. will post 5.03 EPS for the current year.

Insider Transactions at PayPal

In other news, CAO Chris Natali sold 7,102 shares of the business's stock in a transaction that occurred on Thursday, July 31st. The stock was sold at an average price of $69.35, for a total transaction of $492,523.70. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Diego Scotti sold 3,838 shares of the business's stock in a transaction that occurred on Thursday, July 31st. The stock was sold at an average price of $69.12, for a total value of $265,282.56. Following the sale, the executive vice president directly owned 16,989 shares in the company, valued at $1,174,279.68. This trade represents a 18.43% decrease in their position. The disclosure for this sale can be found here. Insiders sold 26,898 shares of company stock worth $1,909,636 over the last quarter. Insiders own 0.08% of the company's stock.

PayPal Company Profile

PayPal Holdings, Inc operates a technology platform that enables digital payments on behalf of merchants and consumers worldwide. It operates a two-sided network at scale that connects merchants and consumers that enables its customers to connect, transact, and send and receive payments through online and in person, as well as transfer and withdraw funds using various funding sources, such as bank accounts, PayPal or Venmo account balance, PayPal and Venmo branded credit products comprising its installment products, credit and debit cards, and cryptocurrencies, as well as other stored value products, including gift cards and eligible rewards.

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