Seizert Capital Partners LLC Acquires 127,171 Shares of PayPal Holdings, Inc. $PYPL

Key Points

• Seizert Capital Partners boosted its PayPal stake by 15.6%, buying 127,171 shares to hold 941,254 shares (about $54.95M), making PYPL its 15th largest holding.
• PayPal announced a strategic reorganization into three operating units and made Venmo a standalone business unit to sharpen execution and potentially unlock value or strategic optionality.
• Wall Street sentiment is mixed with a consensus "Hold" rating and an average target of $56.55; the company recently missed quarterly EPS and revenue estimates and insiders sold roughly 99,677 shares last quarter, which could weigh on near-term performance.

Seizert Capital Partners LLC grew its stake in PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report) by 15.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 941,254 shares of the credit services provider's stock after purchasing an additional 127,171 shares during the period. PayPal makes up approximately 2.3% of Seizert Capital Partners LLC's holdings, making the stock its 15th largest holding. Seizert Capital Partners LLC owned approximately 0.10% of PayPal worth $54,950,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the stock. Vanguard Group Inc. boosted its stake in PayPal by 6.5% in the 4th quarter. Vanguard Group Inc. now owns 90,376,927 shares of the credit services provider's stock valued at $5,276,205,000 after buying an additional 5,534,462 shares in the last quarter. Capital Research Global Investors lifted its holdings in shares of PayPal by 2.3% during the third quarter. Capital Research Global Investors now owns 27,953,803 shares of the credit services provider's stock valued at $1,874,637,000 after acquiring an additional 636,441 shares during the period. Invesco Ltd. lifted its holdings in shares of PayPal by 10.9% during the third quarter. Invesco Ltd. now owns 11,131,949 shares of the credit services provider's stock valued at $746,508,000 after acquiring an additional 1,093,365 shares during the period. Amundi boosted its stake in shares of PayPal by 1.6% in the 3rd quarter. Amundi now owns 8,493,311 shares of the credit services provider's stock valued at $605,488,000 after purchasing an additional 132,837 shares in the last quarter. Finally, Dimensional Fund Advisors LP grew its holdings in shares of PayPal by 35.9% in the 3rd quarter. Dimensional Fund Advisors LP now owns 8,177,536 shares of the credit services provider's stock worth $548,520,000 after purchasing an additional 2,160,227 shares during the last quarter. 68.32% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on PYPL. JPMorgan Chase & Co. dropped their target price on shares of PayPal from $70.00 to $46.00 and set a "neutral" rating for the company in a research report on Wednesday, February 4th. William Blair reaffirmed a "market perform" rating on shares of PayPal in a research note on Tuesday, February 3rd. Piper Sandler dropped their price objective on shares of PayPal from $76.00 to $74.00 and set a "neutral" rating for the company in a report on Wednesday, January 14th. Canaccord Genuity Group reiterated a "hold" rating and issued a $42.00 target price (down from $100.00) on shares of PayPal in a research note on Wednesday, February 4th. Finally, Sanford C. Bernstein restated a "market perform" rating on shares of PayPal in a research report on Tuesday, February 24th. Seven investment analysts have rated the stock with a Buy rating, thirty-three have given a Hold rating and five have assigned a Sell rating to the company's stock. According to MarketBeat.com, the company presently has a consensus rating of "Hold" and an average target price of $56.55.

PayPal Price Performance

Shares of NASDAQ PYPL opened at $50.44 on Monday. PayPal Holdings, Inc. has a 12-month low of $38.46 and a 12-month high of $79.50. The firm's 50-day simple moving average is $46.63 and its 200 day simple moving average is $54.43. The company has a quick ratio of 1.29, a current ratio of 1.29 and a debt-to-equity ratio of 0.49. The company has a market cap of $45.38 billion, a price-to-earnings ratio of 9.32, a price-to-earnings-growth ratio of 1.45 and a beta of 1.39.

PayPal (NASDAQ:PYPL - Get Free Report) last posted its quarterly earnings data on Tuesday, February 3rd. The credit services provider reported $1.23 earnings per share for the quarter, missing the consensus estimate of $1.29 by ($0.06). PayPal had a net margin of 15.77% and a return on equity of 25.42%. The company had revenue of $8.68 billion during the quarter, compared to analyst estimates of $8.82 billion. During the same quarter in the previous year, the business posted $1.19 EPS. The company's revenue was up 4.0% compared to the same quarter last year. On average, research analysts expect that PayPal Holdings, Inc. will post 5.31 earnings per share for the current fiscal year.

Insider Activity at PayPal

In related news, CAO Chris Natali sold 1,337 shares of the business's stock in a transaction that occurred on Wednesday, April 29th. The shares were sold at an average price of $49.46, for a total value of $66,128.02. Following the completion of the transaction, the chief accounting officer owned 1,586 shares in the company, valued at $78,443.56. The trade was a 45.74% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Suzan Kereere sold 13,515 shares of the company'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 $621,960.30. Following the transaction, the insider directly owned 30,983 shares in the company, valued at approximately $1,425,837.66. This represents a 30.37% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 99,677 shares of company stock valued at $4,433,834 over the last quarter. Corporate insiders own 0.63% of the company's stock.

PayPal News Roundup

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal announced a strategic reorganization into three operating units (Checkout & PayPal; Consumer Financial Services & Venmo; Payment Services & Crypto) and management changes intended to sharpen execution and make high‑growth assets easier to value or monetize. PayPal Announces Strategic Reorganization to Accelerate Growth
• Positive Sentiment: PayPal is making Venmo a standalone business unit with new leadership — a move investors view as unlocking optionality (spinoff/sale or clearer valuation of Venmo’s high‑growth profile). PayPal makes Venmo a separate unit as CEO Lores looks to boost growth
• Positive Sentiment: PayPal shows up in tokenization deals — partnerships (via Ondo Finance) to offer tokenized U.S. stocks/ETFs and regulated on‑chain securities widen PayPal’s institutional crypto footprint and product optionality. This supports revenue diversification if adoption scales. Wall Street Backing Fuels Ondo Finance Tokenization Across Global Markets
• Positive Sentiment: Coverage notes PayPal is consolidating crypto and payments capabilities (PYUSD, Braintree, crypto services) into clearer reporting lines — a structural push that could help monetize stablecoin and crypto services. Pension Funds, PayPal, and Policy: How 2026 Is Redrawing the Crypto Market Map
• Neutral Sentiment: Investors are focused on PayPal’s Q1 2026 earnings release (May 5). Execution, revenue growth and margin commentary will likely drive short‑term moves more than strategic headlines. PayPal Will Report Q1 Earnings on May 5 — Will a New CEO Save PYPL Stock?
• Neutral Sentiment: Wall Street still rates PYPL largely as a “Hold”; Bank of America recently raised its target while consensus price targets sit below prior highs — analyst views create mixed near‑term expectations. Are Wall Street Analysts Predicting PayPal Holdings Stock Will Climb or Sink?
• Negative Sentiment: Insider selling: CFO Frank Keller (10,732 shares) and CAO Chris Natali (1,337 shares) executed Rule 10b5‑1 sales late April. While pre‑arranged, these disclosures can add short‑term selling pressure and raise governance questions for some investors. PayPal NASDAQ: PYPL Insider Selling

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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