Meiji Yasuda Asset Management Co Ltd. Sells 24,664 Shares of PayPal Holdings, Inc. $PYPL

Key Points

• Meiji Yasuda Asset Management reduced its PayPal stake by 36% in the fourth quarter, selling 24,664 shares and leaving it with 43,853 shares valued at about $2.56 million.
• PayPal recently beat quarterly earnings and revenue estimates, reporting $1.34 EPS on $8.35 billion in revenue, while revenue rose 7.2% year over year.
• Despite the earnings beat, analysts remain cautious: the stock has a consensus rating of Hold with an average price target of $55.85, and several firms have recently lowered their targets.

Meiji Yasuda Asset Management Co Ltd. cut its position in PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report) by 36.0% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 43,853 shares of the credit services provider's stock after selling 24,664 shares during the quarter. Meiji Yasuda Asset Management Co Ltd.'s holdings in PayPal were worth $2,560,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in PYPL. Kelleher Financial Advisors acquired a new position in shares of PayPal during the third quarter valued at about $30,000. Cloud Capital Management LLC acquired a new position in shares of PayPal during the third quarter valued at about $30,000. Torren Management LLC acquired a new position in shares of PayPal during the fourth quarter valued at about $31,000. Strategic Advocates LLC acquired a new position in shares of PayPal during the third quarter valued at about $38,000. Finally, Steph & Co. increased its holdings in shares of PayPal by 103.1% during the fourth quarter. Steph & Co. now owns 656 shares of the credit services provider's stock valued at $38,000 after acquiring an additional 333 shares in the last quarter. 68.32% of the stock is currently owned by institutional investors.

PayPal Price Performance

Shares of NASDAQ PYPL opened at $44.23 on Friday. The company has a quick ratio of 1.26, a current ratio of 1.26 and a debt-to-equity ratio of 0.47. PayPal Holdings, Inc. has a 52 week low of $38.46 and a 52 week high of $79.50. The business's 50 day moving average price is $46.40 and its 200 day moving average price is $52.18. The firm has a market cap of $39.02 billion, a P/E ratio of 8.30, a P/E/G ratio of 1.11 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 EPS for the quarter, topping the consensus estimate of $1.27 by $0.07. PayPal had a return on equity of 25.02% and a net margin of 15.00%.The business had revenue of $8.35 billion for the quarter, compared to analyst estimates of $8.05 billion. During the same quarter in the prior year, the firm posted $1.33 EPS. The business's quarterly revenue was up 7.2% compared to the same quarter last year. On average, sell-side analysts expect that PayPal Holdings, Inc. will post 5.3 earnings per share for the current year.

PayPal Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 25th. Shareholders of record on Thursday, June 4th will be given a $0.14 dividend. This represents a $0.56 annualized dividend and a yield of 1.3%. The ex-dividend date is Thursday, June 4th. PayPal's dividend payout ratio is currently 10.51%.

Insiders Place Their Bets

In other PayPal news, CAO Chris Natali sold 1,337 shares of the company's stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $49.46, for a total value of $66,128.02. Following the sale, the chief accounting officer owned 1,586 shares in the company, valued at approximately $78,443.56. This represents a 45.74% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Frank Keller sold 10,732 shares of the company's stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $49.96, for a total value of $536,170.72. Following the completion of the sale, the insider owned 41,567 shares in the company, valued at approximately $2,076,687.32. This represents a 20.52% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 57,373 shares of company stock worth $2,684,341. Corporate insiders own 0.63% of the company's stock.

Key PayPal News

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal’s stablecoin PYUSD has expanded to 70 global markets, which could support long-term international growth and broader use of the PayPal ecosystem. PayPal Unleashes Largest Stablecoin Expansion Yet as PYUSD Hits 70 Countries
• Positive Sentiment: Michael Burry’s reported stake in PayPal has drawn investor attention and may be viewed as a vote of confidence in the stock’s valuation. What PayPal Holdings (PYPL)'s Burry Stake, Restructuring and New Financing Moves Mean For Shareholders
• Positive Sentiment: Shareholders approved PayPal’s 2026 equity incentive plan, removing some governance uncertainty and supporting management’s compensation framework. PayPal Shareholders Approve 2026 Equity Incentive Plan
• Neutral Sentiment: PayPal is drawing heightened trading interest, but the coverage does not provide a new operational catalyst by itself. Here is What to Know Beyond Why PayPal Holdings, Inc. (PYPL) is a Trending Stock
• Neutral Sentiment: PayPal’s board overhaul and new stock plan were approved, which helps clarify governance but is not a major near-term growth catalyst. PayPal (PYPL) Overhauls Board of Directors and Greenlights New Stock Plan
• Negative Sentiment: New comparison pieces argue that Visa and American Express have stronger growth and more upside than PayPal, reinforcing concerns that PYPL is lagging top peers in digital payments. Should You Forget PayPal and Buy Visa Instead?
• Negative Sentiment: Another analyst-style comparison says American Express has the edge over PayPal, adding to pressure on PYPL’s relative valuation and growth narrative. American Express vs. PayPal: Which Fintech Stock Has More Upside?

Analyst Ratings Changes

Several equities analysts have recently issued reports on the stock. JPMorgan Chase & Co. cut their price objective on shares of PayPal from $70.00 to $46.00 and set a "neutral" rating on the stock in a report on Wednesday, February 4th. BMO Capital Markets assumed coverage on shares of PayPal in a report on Tuesday, April 21st. They set a "market perform" rating and a $52.00 price objective on the stock. Bank of America cut their price objective on shares of PayPal from $55.00 to $53.00 and set a "neutral" rating on the stock in a report on Wednesday, May 6th. Dbs Bank upgraded shares of PayPal to a "hold" rating in a report on Friday, February 6th. Finally, Canaccord Genuity Group restated a "hold" rating and set a $42.00 price objective on shares of PayPal in a report on Wednesday. Eight research analysts have rated the stock with a Buy rating, thirty-two have assigned a Hold rating and five have given a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of "Hold" and an average price target of $55.85.

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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