PayPal Holdings, Inc. $PYPL is Amiral Gestion's 8th Largest Position

Key Points

• Amiral Gestion cut its PayPal stake by 43.7%, selling 183,420 shares and leaving 236,209 shares (5.0% of its portfolio) worth about $13.79 million, making PYPL its 8th-largest holding.
• PayPal missed quarterly expectations (EPS $1.23 vs. $1.29 estimate; revenue $8.68B vs. $8.82B) and trades to a consensus "Hold" with a $58.43 target, while paying a $0.14 quarterly dividend (1.3% yield).
• Insider and institutional selling plus regulatory/legal risks are mounting — insiders sold 87,608 shares (~$3.83M) this quarter, and the company faces class‑action lead‑plaintiff notices after a surprise CEO ouster alongside FTC scrutiny over "debanking" practices.

Amiral Gestion decreased its position in PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report) by 43.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 236,209 shares of the credit services provider's stock after selling 183,420 shares during the quarter. PayPal makes up 5.0% of Amiral Gestion's investment portfolio, making the stock its 8th largest position. Amiral Gestion's holdings in PayPal were worth $13,790,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of PYPL. Cloud Capital Management LLC bought a new position in PayPal in the 3rd quarter worth $30,000. Kelleher Financial Advisors purchased a new stake in PayPal in the third quarter worth about $30,000. True Wealth Design LLC lifted its holdings in PayPal by 285.3% in the third quarter. True Wealth Design LLC now owns 524 shares of the credit services provider's stock worth $35,000 after buying an additional 388 shares during the period. Dagco Inc. boosted its position in PayPal by 1,250.0% during the 3rd quarter. Dagco Inc. now owns 540 shares of the credit services provider's stock valued at $36,000 after acquiring an additional 500 shares in the last quarter. Finally, Total Investment Management Inc. bought a new stake in PayPal during the 2nd quarter valued at approximately $38,000. 68.32% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at PayPal

In related news, EVP Frank Keller sold 29,581 shares of the company's stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $46.02, for a total value of $1,361,317.62. Following the completion of the transaction, the executive vice president owned 51,567 shares of the company's stock, valued at approximately $2,373,113.34. This represents a 36.45% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Suzan Kereere sold 37,613 shares of the stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $41.49, for a total value of $1,560,563.37. Following the completion of the sale, the insider owned 30,983 shares of the company's stock, valued at $1,285,484.67. The trade was a 54.83% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 87,608 shares of company stock worth $3,831,535. 0.08% of the stock is owned by corporate insiders.

PayPal Price Performance

Shares of PayPal stock opened at $43.59 on Friday. The stock has a market cap of $40.13 billion, a P/E ratio of 8.06, a P/E/G ratio of 1.35 and a beta of 1.43. The company has a debt-to-equity ratio of 0.49, a quick ratio of 1.29 and a current ratio of 1.29. The stock's fifty day moving average is $46.29 and its 200 day moving average is $58.11. PayPal Holdings, Inc. has a one year low of $38.46 and a one year high of $79.50.

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

PayPal Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, March 25th. Shareholders of record on Wednesday, March 4th were given a $0.14 dividend. This represents a $0.56 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date was Wednesday, March 4th. PayPal's dividend payout ratio is presently 10.35%.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on PYPL. Deutsche Bank Aktiengesellschaft decreased their target price on PayPal from $75.00 to $65.00 and set a "hold" rating for the company in a research report on Friday, December 5th. BTIG Research reiterated a "neutral" rating on shares of PayPal in a report on Tuesday, February 3rd. KGI Securities reissued a "hold" rating and set a $55.00 price objective on shares of PayPal in a research report on Monday, March 2nd. Dbs Bank upgraded shares of PayPal to a "hold" rating in a report on Friday, February 6th. Finally, Argus decreased their price target on shares of PayPal from $87.00 to $65.00 and set a "buy" rating for the company in a research note on Friday, February 6th. Eight analysts have rated the stock with a Buy rating, thirty have given a Hold rating and six have given a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of "Hold" and a consensus target price of $58.43.

Key Stories Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Board/leadership boost — PayPal added Alyssa Henry (former Block/Square CEO) to its board, giving management deeper payments and merchant-platform experience that could help execution on product expansions and merchant adoption. PayPal (PYPL) Stock Reacts as Company Welcomes Former Square CEO Alyssa Henry to Board
• Positive Sentiment: Product/market expansion — PayPal is expanding its USD stablecoin (PYUSD) internationally and integrating with crypto platforms (Bybit EU) to enable fiat on/off ramps in Europe under MiCA, which could drive new flows, fees and cross-border use cases if adoption scales. PayPal Expands PYUSD Globally As Board Shift Frames Valuation Question
• Neutral Sentiment: Street positioning — Analysts presently rate PYPL around a consensus "Hold", reflecting mixed views: valuation appears cheap on forward P/E but outlook and execution risks keep many from turning bullish. PayPal Holdings, Inc. NASDAQ: PYPL Receives Consensus Rating of "Hold" from Analysts
• Negative Sentiment: Legal overhang — Multiple law firms and plaintiff notices surfaced after a surprise CEO ouster and the withdrawal of long‑term targets; a wave of securities-class-action filings and lead‑plaintiff notices increases potential litigation costs, distraction and uncertainty for investors. PYPL ALERT: Hagens Berman Alerts PayPal (PYPL) Investors to Securities Class Action
• Negative Sentiment: Regulatory/regulatory‑political scrutiny — The FTC sent warning letters about "debanking" practices to PayPal and other payment firms, increasing regulatory oversight and reputational risk tied to politically sensitive account‑closure decisions. That scrutiny can complicate compliance and customer‑risk policies. FTC warns PayPal, Visa, Mastercard and Stripe against debanking after Trump’s executive order
• Negative Sentiment: Valuation vs. fundamentals — Coverage pieces note PYPL trades at a low forward P/E but warn weak guidance, competitive pressure (BNPL competitors, merchant alternatives) and macro headwinds may limit upside until growth visibility returns. PayPal Stock Trades Below Industry P/E: How to Play the Stock?

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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