Natixis Advisors LLC Lowers Holdings in PayPal Holdings, Inc. $PYPL

Key Points

• Natixis Advisors LLC cut its PayPal stake by 24.5% in the fourth quarter, selling 140,695 shares and leaving it with 432,856 shares valued at about $25.27 million.
• PayPal reported stronger-than-expected quarterly results, with EPS of $1.34 versus $1.27 expected and revenue of $8.35 billion versus $8.05 billion expected, while revenue rose 7.2% year over year.
• The company also announced a quarterly dividend of $0.14 per share, payable June 25, equal to an annualized yield of about 1.3%.

Natixis Advisors LLC trimmed its holdings in PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report) by 24.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 432,856 shares of the credit services provider's stock after selling 140,695 shares during the period. Natixis Advisors LLC's holdings in PayPal were worth $25,270,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also made changes to their positions in PYPL. Brighton Jones LLC lifted its position in shares of PayPal by 15.2% in the fourth quarter. Brighton Jones LLC now owns 6,989 shares of the credit services provider's stock valued at $596,000 after acquiring an additional 924 shares in the last quarter. Revolve Wealth Partners LLC purchased a new position in shares of PayPal in the fourth quarter valued at about $248,000. Sivia Capital Partners LLC lifted its position in shares of PayPal by 41.5% in the second quarter. Sivia Capital Partners LLC now owns 4,470 shares of the credit services provider's stock valued at $332,000 after acquiring an additional 1,310 shares in the last quarter. United Bank lifted its position in shares of PayPal by 40.1% in the second quarter. United Bank now owns 17,388 shares of the credit services provider's stock valued at $1,292,000 after acquiring an additional 4,974 shares in the last quarter. Finally, Federated Hermes Inc. lifted its position in shares of PayPal by 17.9% in the second quarter. Federated Hermes Inc. now owns 18,909 shares of the credit services provider's stock valued at $1,405,000 after acquiring an additional 2,865 shares in the last quarter. 68.32% of the stock is currently owned by hedge funds and other institutional investors.

PayPal Trading Up 0.3%

Shares of NASDAQ PYPL opened at $42.75 on Friday. The business's 50 day moving average is $46.27 and its two-hundred day moving average is $50.66. The company has a debt-to-equity ratio of 0.47, a current ratio of 1.26 and a quick ratio of 1.26. PayPal Holdings, Inc. has a 1-year low of $38.46 and a 1-year high of $79.50. The stock has a market capitalization of $37.71 billion, a P/E ratio of 8.02, a PEG ratio of 1.07 and a beta of 1.34.

PayPal (NASDAQ:PYPL - Get Free Report) last issued its quarterly earnings data on Tuesday, May 5th. The credit services provider reported $1.34 earnings per share 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 company had revenue of $8.35 billion for the quarter, compared to analysts' expectations of $8.05 billion. During the same period in the previous year, the firm posted $1.33 earnings per share. The firm's revenue for the quarter was up 7.2% on a year-over-year basis. As a group, research analysts expect that PayPal Holdings, Inc. will post 5.3 EPS for the current year.

PayPal Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 25th. Stockholders of record on Thursday, June 4th will be paid a dividend of $0.14 per share. The ex-dividend date of this dividend is Thursday, June 4th. This represents a $0.56 dividend on an annualized basis and a dividend yield of 1.3%. PayPal's dividend payout ratio is currently 10.51%.

Trending Headlines about PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal is pushing into AI-driven commerce through a new partnership around Hey Savi and Debenhams, reinforcing its role in next-generation checkout and payments. PayPal Bets On AI Agentic Commerce With Hey Savi And Debenhams
• Positive Sentiment: Analysts and valuation-focused commentary continue to argue that PYPL may be undervalued on earnings, with some seeing it as an asymmetric fintech opportunity despite recent volatility. Is PayPal the Ultimate Asymmetric Fintech Bet at 8x Earnings?
• Neutral Sentiment: PayPal presented at the Evercore Global TMT Conference, which may have provided updates on strategy and execution, but no major new catalyst was evident from the headline alone. PayPal Holdings, Inc. (PYPL) Presents at 2026 Evercore Global TMT Conference Transcript
• Neutral Sentiment: Several recent market articles continue to frame PYPL as a stock still working through post-earnings digestion, with attention on whether it can rebound after recent weakness. Paypal (PYPL) Down 7.9% Since Last Earnings Report: Can It Rebound?
• Negative Sentiment: Three PayPal insiders sold shares this week, including Frank Keller, Suzan Kereere, and Chris Natali; while the sales were under 10b5-1 plans, insider selling can still add to caution around the stock. Insider trade details
• Negative Sentiment: Recent coverage also points to leadership changes, margin pressure, and uncertainty around PayPal’s operating reset, which appears to be weighing on investor sentiment. PayPal slides 4.3% as investors weigh leadership shakeup and ongoing margin concerns

Insider Transactions at PayPal

In other news, CAO Chris Natali sold 1,337 shares of the 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 directly owned 1,586 shares in the company, valued at approximately $78,443.56. This represents a 45.74% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Suzan Kereere sold 3,379 shares of the stock in a transaction that occurred on Wednesday, June 3rd. The stock was sold at an average price of $42.79, for a total value of $144,587.41. Following the completion of the sale, the insider owned 30,983 shares in the company, valued at approximately $1,325,762.57. The trade was a 9.83% decrease in their ownership of the stock. 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. Over the last three months, insiders have sold 20,612 shares of company stock worth $966,623. 0.63% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several brokerages have recently commented on PYPL. KGI Securities restated a "hold" rating and issued a $55.00 price objective on shares of PayPal in a research report on Monday, March 2nd. Deutsche Bank Aktiengesellschaft decreased their target price on PayPal from $50.00 to $45.00 in a research report on Monday, May 11th. BNP Paribas Exane boosted their target price on PayPal from $41.00 to $43.50 and gave the stock a "neutral" rating in a research report on Friday, April 10th. Sanford C. Bernstein reiterated a "market perform" rating on shares of PayPal in a research report on Tuesday, February 24th. Finally, Raymond James Financial reiterated a "market perform" rating on shares of PayPal in a research report on Monday, February 23rd. Eight analysts have rated the stock with a Buy rating, thirty-two have assigned a Hold rating and five have issued a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of "Hold" and an average price target of $55.85.

PayPal 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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