Integrity Alliance LLC. Makes New $1.70 Million Investment in PayPal Holdings, Inc. $PYPL

Key Points

• Integrity Alliance LLC has acquired a new stake in PayPal Holdings, Inc., purchasing 26,122 shares valued at approximately $1.7 million.
• Several institutional investors have increased their holdings in PayPal, including AQR Capital Management with a 15.8% increase and Allianz SE, which boosted its stake by 281.8%.
• PayPal's Q3 2025 earnings guidance is set between $1.180 and $1.220 EPS, as the company recently reported an EPS of $1.40, exceeding analysts' expectations.

Integrity Alliance LLC. bought a new stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 26,122 shares of the credit services provider's stock, valued at approximately $1,704,000.

Several other institutional investors and hedge funds also recently made changes to their positions in PYPL. Nuveen LLC bought a new position in shares of PayPal during the 1st quarter valued at $529,264,000. Goldman Sachs Group Inc. grew its holdings in shares of PayPal by 44.6% during the 1st quarter. Goldman Sachs Group Inc. now owns 8,559,376 shares of the credit services provider's stock valued at $558,499,000 after purchasing an additional 2,638,815 shares during the last quarter. Assenagon Asset Management S.A. grew its holdings in PayPal by 124.1% in the 1st quarter. Assenagon Asset Management S.A. now owns 3,497,415 shares of the credit services provider's stock worth $228,206,000 after acquiring an additional 1,936,520 shares during the last quarter. Deutsche Bank AG grew its holdings in PayPal by 19.1% in the 1st quarter. Deutsche Bank AG now owns 11,238,218 shares of the credit services provider's stock worth $733,294,000 after acquiring an additional 1,798,330 shares during the last quarter. Finally, Universal Beteiligungs und Servicegesellschaft mbH bought a new stake in PayPal in the 4th quarter worth $140,164,000. Institutional investors own 68.32% of the company's stock.

Insider Activity at PayPal

In related news, CAO Chris Natali sold 7,102 shares of PayPal stock in a transaction dated Thursday, July 31st. The shares were sold at an average price of $69.35, for a total transaction of $492,523.70. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Diego Scotti sold 3,838 shares of PayPal stock in a transaction dated Thursday, July 31st. The shares were sold at an average price of $69.12, for a total transaction of $265,282.56. Following the transaction, the executive vice president directly owned 16,989 shares of the company's stock, valued at approximately $1,174,279.68. This trade represents a 18.43% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 15,102 shares of company stock valued at $1,046,607 in the last three months. Company insiders own 0.08% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on the stock. Morgan Stanley reissued a "positive" rating on shares of PayPal in a report on Wednesday, July 30th. BMO Capital Markets reissued a "market perform" rating on shares of PayPal in a report on Tuesday, July 29th. Canaccord Genuity Group reissued a "buy" rating and issued a $96.00 price target on shares of PayPal in a report on Wednesday, July 30th. Truist Financial assumed coverage on shares of PayPal in a report on Monday, June 2nd. They issued a "sell" rating and a $68.00 price target on the stock. Finally, Barclays reissued an "overweight" rating on shares of PayPal in a report on Tuesday, July 29th. Seventeen analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and two have assigned a Sell rating to the company's stock. According to MarketBeat.com, the stock has a consensus rating of "Hold" and a consensus target price of $85.00.

PayPal Trading Down 0.6%

Shares of NASDAQ:PYPL traded down $0.38 on Friday, hitting $66.89. The company had a trading volume of 7,495,242 shares, compared to its average volume of 8,845,094. The firm's 50-day simple moving average is $70.81 and its two-hundred day simple moving average is $69.45. PayPal Holdings, Inc. has a 1 year low of $55.85 and a 1 year high of $93.66. The company has a quick ratio of 1.33, a current ratio of 1.33 and a debt-to-equity ratio of 0.56. The firm has a market capitalization of $63.91 billion, a price-to-earnings ratio of 14.29, a P/E/G ratio of 1.04 and a beta of 1.43.

PayPal (NASDAQ:PYPL - Get Free Report) last posted its earnings results on Tuesday, July 29th. The credit services provider reported $1.40 EPS for the quarter, topping the consensus estimate of $1.30 by $0.10. PayPal had a net margin of 14.49% and a return on equity of 25.35%. The firm had revenue of $8.29 billion during the quarter, compared to analysts' expectations of $8.08 billion. During the same period last year, the company 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. Equities analysts anticipate that PayPal Holdings, Inc. will post 5.03 earnings per share for the current fiscal year.

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.