PayPal Holdings, Inc. $PYPL Shares Sold by Douglas Lane & Associates LLC

Key Points

• Douglas Lane & Associates cut its PayPal stake by 20.6% in Q4, selling 147,143 shares and now holds 568,261 shares worth about $33.18 million (roughly 0.06% of the company).
• Significant selling has come from insiders and institutions: insiders sold 87,608 shares (~$3.83M) in the last 90 days — including CAO Chris Natali and EVP Frank Keller on March 3 — and high‑profile exits (e.g., reports of Steve Cohen and ClearBridge selling) are weighing on sentiment.
• Analysts remain cautious with a consensus "Hold" rating and an average price target of $57.41, after PayPal missed recent quarterly estimates (EPS $1.23 vs. $1.29 expected; revenue $8.68B vs. $8.82B expected).

Douglas Lane & Associates LLC decreased its holdings in shares of PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report) by 20.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 568,261 shares of the credit services provider's stock after selling 147,143 shares during the period. Douglas Lane & Associates LLC owned about 0.06% of PayPal worth $33,175,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the business. Wedmont Private Capital lifted its position in shares of PayPal by 1.6% during the 3rd quarter. Wedmont Private Capital now owns 9,157 shares of the credit services provider's stock valued at $614,000 after buying an additional 142 shares in the last quarter. Dakota Community Bank & Trust NA lifted its position in shares of PayPal by 8.7% during the 2nd quarter. Dakota Community Bank & Trust NA now owns 1,840 shares of the credit services provider's stock valued at $137,000 after buying an additional 147 shares in the last quarter. Maia Wealth LLC lifted its position in shares of PayPal by 2.5% during the 3rd quarter. Maia Wealth LLC now owns 6,404 shares of the credit services provider's stock valued at $424,000 after buying an additional 155 shares in the last quarter. Transatlantique Private Wealth LLC lifted its position in shares of PayPal by 2.9% during the 3rd quarter. Transatlantique Private Wealth LLC now owns 5,698 shares of the credit services provider's stock valued at $382,000 after buying an additional 159 shares in the last quarter. Finally, Sound Income Strategies LLC lifted its position in shares of PayPal by 16.5% during the 3rd quarter. Sound Income Strategies LLC now owns 1,185 shares of the credit services provider's stock valued at $79,000 after buying an additional 168 shares in the last quarter. Hedge funds and other institutional investors own 68.32% of the company's stock.

Insider Buying and Selling at PayPal

In other PayPal news, CAO Chris Natali sold 2,208 shares of the firm's stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $44.73, for a total value of $98,763.84. Following the transaction, the chief accounting officer owned 1,140 shares in the company, valued at approximately $50,992.20. This trade represents a 65.95% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Frank Keller sold 29,581 shares of the firm's stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $46.02, for a total value of $1,361,317.62. Following the completion of the sale, the executive vice president directly owned 51,567 shares of the company's stock, valued at $2,373,113.34. This trade represents a 36.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 87,608 shares of company stock worth $3,831,535. Corporate insiders own 0.08% of the company's stock.

Analyst Upgrades and Downgrades

PYPL has been the topic of a number of recent analyst reports. BTIG Research reiterated a "neutral" rating on shares of PayPal in a research report on Tuesday, February 3rd. William Blair reiterated a "market perform" rating on shares of PayPal in a research report on Tuesday, February 3rd. Zacks Research lowered PayPal from a "hold" rating to a "strong sell" rating in a research report on Wednesday, February 11th. Sanford C. Bernstein reiterated a "market perform" rating on shares of PayPal in a research report on Tuesday, February 24th. Finally, Wolfe Research restated a "sell" rating on shares of PayPal in a report on Monday, February 23rd. Eight analysts have rated the stock with a Buy rating, thirty-one have assigned a Hold rating and six have assigned a Sell rating to the stock. According to data from MarketBeat.com, PayPal presently has a consensus rating of "Hold" and an average price target of $57.41.

Key PayPal News

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal expanded merchant access by integrating PayPal Payment Links into Canva, letting 265M monthly Canva users accept payments directly from designs — a meaningful distribution channel for creators and small businesses that could boost payment volume over time. PayPal Brings Payment Links to Canva Creators
• Positive Sentiment: Meta is rolling out integrated payments and a PayPal partnership for one‑tap shopping, which supports PayPal’s push into social commerce and could increase checkout volume via large social channels. Meta’s Growing Role In Social Commerce Brings Fresh Regulatory Scrutiny
• Neutral Sentiment: Citigroup raised its price target on PYPL to $48 while keeping a "neutral" rating — a modest positive signal on valuation but not a bullish analyst re‑rating. Citigroup adjusts price target on PayPal
• Neutral Sentiment: Consensus analyst coverage remains cautious: the average target implies roughly mid‑teens upside but many analysts still rate PYPL a "Hold," reflecting recovery potential tempered by execution risk. Analysts Still Rate PayPal a “Hold” Despite Seeing 14% Upside
• Negative Sentiment: High‑profile selling: reports say billionaire Steve Cohen exited PayPal among other names — institutional selling by prominent investors can weigh on sentiment and signal reallocations away from PYPL. Billionaire Steve Cohen Pours $892,422,000 Into Four Stocks After Dumping Walmart, PayPal and Confluent
• Negative Sentiment: Active manager exits: ClearBridge’s Large Cap Growth Strategy disclosed it exited PYPL citing turnaround challenges — another signal that some fund managers lack confidence in near‑term operational fixes. ClearBridge Large Cap Growth Strategy exited PayPal due to turnaround challenges
• Negative Sentiment: Multiple law firms have filed or are soliciting lead‑plaintiff interest in securities‑class actions against PayPal, with April 20 lead‑plaintiff deadlines — ongoing litigation risk and potential settlements can pressure sentiment and add uncertainty. Class action notices and lead plaintiff deadlines

PayPal Trading Up 0.3%

Shares of PYPL stock opened at $45.98 on Friday. The stock's fifty day moving average is $44.42 and its two-hundred day moving average is $56.72. 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 firm has a market capitalization of $41.37 billion, a P/E ratio of 8.50, a PEG ratio of 1.37 and a beta of 1.40. PayPal Holdings, Inc. has a fifty-two week low of $38.46 and a fifty-two week high of $79.50.

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

PayPal Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, March 25th. Shareholders of record on Wednesday, March 4th were issued a $0.14 dividend. The ex-dividend date was Wednesday, March 4th. This represents a $0.56 dividend on an annualized basis and a yield of 1.2%. PayPal's dividend payout ratio (DPR) is presently 10.35%.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.