Seizert Capital Partners LLC Sells 19,701 Shares of PayPal Holdings, Inc. $PYPL

Key Points

• Seizert Capital Partners trimmed its PayPal stake by 2.4%—selling 19,701 shares and leaving 814,083 shares (about $54.6M), which represents roughly 2.4% of Seizert’s portfolio and is its 16th largest holding.
• PayPal beat Q3 estimates with $1.34 EPS vs. $1.20 and $8.42B revenue vs. $8.21B, provided Q4 2025 guidance of $1.270–1.310 and FY2025 guidance of $5.350–5.390, and trades at a PE of 11.17 with a market cap of about $51.8B.
• Institutional ownership is 68.32% with large buys (e.g., Norges Bank’s ~$921.6M new stake and increases by Lazard, Arrowstreet, Robeco, Primecap), but insiders sold roughly $2.4M and analysts maintain a consensus "Hold" with an average price target of $76.05.

Seizert Capital Partners LLC decreased its holdings in PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report) by 2.4% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 814,083 shares of the credit services provider's stock after selling 19,701 shares during the quarter. PayPal accounts for about 2.4% of Seizert Capital Partners LLC's portfolio, making the stock its 16th largest holding. Seizert Capital Partners LLC owned approximately 0.09% of PayPal worth $54,592,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Norges Bank bought a new stake in shares of PayPal in the second quarter valued at approximately $921,570,000. Lazard Asset Management LLC raised its holdings in PayPal by 1,066.0% in the 2nd quarter. Lazard Asset Management LLC now owns 2,106,215 shares of the credit services provider's stock valued at $156,532,000 after acquiring an additional 1,925,583 shares in the last quarter. Arrowstreet Capital Limited Partnership lifted its position in shares of PayPal by 45.0% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 3,569,023 shares of the credit services provider's stock valued at $265,250,000 after acquiring an additional 1,107,202 shares during the period. Robeco Institutional Asset Management B.V. increased its position in shares of PayPal by 15.2% in the second quarter. Robeco Institutional Asset Management B.V. now owns 5,726,695 shares of the credit services provider's stock worth $425,608,000 after purchasing an additional 756,058 shares during the period. Finally, Primecap Management Co. CA raised its stake in PayPal by 9.5% in the second quarter. Primecap Management Co. CA now owns 6,542,450 shares of the credit services provider's stock valued at $486,235,000 after purchasing an additional 568,640 shares in the last quarter. Institutional investors own 68.32% of the company's stock.

PayPal Price Performance

Shares of PYPL opened at $55.34 on Tuesday. The company has a quick ratio of 1.34, a current ratio of 1.34 and a debt-to-equity ratio of 0.56. The stock has a market cap of $51.77 billion, a PE ratio of 11.17, a PEG ratio of 0.71 and a beta of 1.42. PayPal Holdings, Inc. has a 12-month low of $55.70 and a 12-month high of $92.21. The business has a 50-day simple moving average of $60.38 and a two-hundred day simple moving average of $66.61.

PayPal (NASDAQ:PYPL - Get Free Report) last released its quarterly earnings results on Tuesday, October 28th. The credit services provider reported $1.34 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.20 by $0.14. PayPal had a net margin of 14.96% and a return on equity of 25.64%. The firm had revenue of $8.42 billion during the quarter, compared to the consensus estimate of $8.21 billion. During the same quarter last year, the firm earned $1.20 earnings per share. The company's revenue for the quarter was up 7.3% on a year-over-year basis. PayPal has set its Q4 2025 guidance at 1.270-1.310 EPS and its FY 2025 guidance at 5.350-5.390 EPS. Analysts anticipate that PayPal Holdings, Inc. will post 5.03 earnings per share for the current fiscal year.

PayPal Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, December 10th. Stockholders of record on Wednesday, November 19th were given a $0.14 dividend. The ex-dividend date was Wednesday, November 19th. This represents a $0.56 dividend on an annualized basis and a dividend yield of 1.0%. PayPal's payout ratio is 11.22%.

PayPal News Roundup

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: PayPal launched a partnership with embedded-tax platform april to offer free DIY federal and state tax filing for U.S. PayPal Debit Mastercard customers, a product tie-in that can increase engagement and improve customer value. PayPal Introduces Free DIY Tax Filing for PayPal Debit Card Customers
• Positive Sentiment: Analyst/market commentary continues to include bullish takes on large fintechs, and PayPal is cited among fintech leaders to buy for long-term growth — supportive for sentiment if investors focus on multi-year upside. 2 Fintech Stocks to Buy Hand Over Fist in 2026 and Hold for 10 Years
• Neutral Sentiment: Stephens kept PayPal at a Hold rating, signaling limited near-term catalyst in that shop’s view — a reminder analysts are mixed on near-term upside. Stephens Remains a Hold on PayPal Holdings (PYPL)
• Neutral Sentiment: Industry comparison pieces (Payoneer vs. PayPal) highlight competition in stablecoins and crypto-related payments — underscores opportunities but also competitive risk that could cap multiples. Payoneer vs PayPal: Which Payment Processor Wins the Stablecoin War?
• Negative Sentiment: Company insiders sold about $2.4M of PYPL stock while analyst price targets have moved lower, which can erode investor confidence and weigh on the share price. PayPal (PYPL) Stock: Insiders Sell $2.4M in Shares as Price Targets Drop
• Negative Sentiment: Wedgewood Partners trimmed its holdings in PayPal in its Q4 letter, a notable institutional reduction that can pressure the stock and signal lower conviction among some long-only managers. Wedgewood Partners trimmed its holdings in PayPal Holdings (PYPL)
• Negative Sentiment: A recent note/analysis highlights PayPal hitting a multi-year low, which both reflects and amplifies negative momentum and can trigger further selling by trend-followers. PayPal: Outlook After Hitting 5-Year Low

Wall Street Analysts Forecast Growth

PYPL has been the subject of several analyst reports. Morgan Stanley restated a "negative" rating on shares of PayPal in a research report on Wednesday, October 29th. Sanford C. Bernstein restated a "market perform" rating on shares of PayPal in a research report on Wednesday, December 17th. Daiwa America cut PayPal from a "strong-buy" rating to a "hold" rating in a research note on Monday, January 12th. Canaccord Genuity Group lifted their price target on PayPal from $96.00 to $100.00 and gave the company a "buy" rating in a research note on Wednesday, October 29th. Finally, Jefferies Financial Group restated a "hold" rating on shares of PayPal in a research report on Wednesday, January 7th. Twelve research analysts have rated the stock with a Buy rating, twenty-seven have issued a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat, PayPal currently has a consensus rating of "Hold" and an average price target of $76.05.

Insider Activity

In related news, EVP Diego Scotti sold 3,838 shares of the stock in a transaction on Thursday, October 30th. The shares were sold at an average price of $68.97, for a total transaction of $264,706.86. Following the transaction, the executive vice president directly owned 16,989 shares of the company's stock, valued at $1,171,731.33. This represents a 18.43% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Chris Natali sold 1,374 shares of the firm's stock in a transaction on Thursday, October 30th. The stock was sold at an average price of $69.13, for a total transaction of $94,984.62. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 36,156 shares of company stock valued at $2,432,524. Company insiders own 0.08% of the company's stock.

About PayPal

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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