Third View Private Wealth LLC Makes New $1.60 Million Investment in PayPal Holdings, Inc. $PYPL

Key Points

• Third View Private Wealth LLC bought a new position in PayPal (NASDAQ:PYPL) of 27,400 shares in Q4, valued at about $1.6 million.
• Significant insider selling occurred recently — insiders sold 87,608 shares worth $3.83 million in the last 90 days (insiders now own 0.08%) while institutional investors own 68.32% of the stock.
• PayPal reported quarterly EPS of $1.23 (vs. $1.29 expected) and revenue of $8.68 billion (+4% YoY), declared a $0.14 quarterly dividend (1.2% yield), and has an analyst consensus of Hold with a $56.72 price target.

Third View Private Wealth LLC bought a new position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm bought 27,400 shares of the credit services provider's stock, valued at approximately $1,600,000.

A number of other large investors also recently bought and sold shares of PYPL. Brighton Jones LLC lifted its holdings in PayPal by 15.2% during the 4th quarter. Brighton Jones LLC now owns 6,989 shares of the credit services provider's stock worth $596,000 after buying an additional 924 shares during the last quarter. Revolve Wealth Partners LLC bought a new stake in shares of PayPal in the 4th quarter worth approximately $248,000. Sivia Capital Partners LLC lifted its holdings in shares of PayPal by 41.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 4,470 shares of the credit services provider's stock worth $332,000 after purchasing an additional 1,310 shares during the last quarter. United Bank lifted its holdings in shares of PayPal by 40.1% in the 2nd quarter. United Bank now owns 17,388 shares of the credit services provider's stock worth $1,292,000 after purchasing an additional 4,974 shares during the last quarter. Finally, Federated Hermes Inc. lifted its holdings in shares of PayPal by 17.9% in the 2nd quarter. Federated Hermes Inc. now owns 18,909 shares of the credit services provider's stock worth $1,405,000 after purchasing an additional 2,865 shares during the last quarter. Institutional investors own 68.32% of the company's stock.

Insider Activity

In related news, CAO Chris Natali sold 2,208 shares of PayPal 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 directly owned 1,140 shares in the company, valued at $50,992.20. The trade was a 65.95% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Suzan Kereere sold 37,613 shares of PayPal 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 transaction, the insider owned 30,983 shares in the company, valued at $1,285,484.67. The trade was a 54.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 87,608 shares of company stock worth $3,831,535. 0.08% of the stock is owned by company insiders.

PayPal Stock Up 5.0%

PYPL opened at $47.51 on Tuesday. PayPal Holdings, Inc. has a 12 month low of $38.46 and a 12 month high of $79.50. The company has a debt-to-equity ratio of 0.49, a current ratio of 1.29 and a quick ratio of 1.29. The stock has a market cap of $42.74 billion, a P/E ratio of 8.78, a P/E/G ratio of 1.36 and a beta of 1.40. The stock's 50 day moving average price is $44.18 and its 200 day moving average price is $56.28.

PayPal (NASDAQ:PYPL - Get Free Report) last posted its earnings results on Tuesday, February 3rd. The credit services provider reported $1.23 EPS 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 business had revenue of $8.68 billion during the quarter, compared to analyst estimates of $8.82 billion. During the same quarter in the prior year, the business earned $1.19 earnings per share. The firm's revenue was up 4.0% compared to the same quarter last year. As a group, research analysts predict 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. Stockholders of record on Wednesday, March 4th were given a dividend of $0.14 per share. The ex-dividend date was Wednesday, March 4th. This represents a $0.56 annualized dividend and a dividend yield of 1.2%. PayPal's dividend payout ratio (DPR) is 10.35%.

Analysts Set New Price Targets

Several analysts recently issued reports on PYPL shares. Mizuho set a $60.00 price target on PayPal in a report on Wednesday, February 4th. Bank of America started coverage on PayPal in a report on Thursday, March 5th. They issued a "neutral" rating and a $48.00 price target on the stock. HSBC downgraded PayPal from a "buy" rating to a "hold" rating and set a $47.00 price target on the stock. in a report on Wednesday, February 4th. Robert W. Baird set a $52.00 price target on PayPal in a report on Wednesday, February 4th. Finally, Wells Fargo & Company cut their price target on PayPal from $67.00 to $48.00 and set an "equal weight" rating on the stock in a report on Wednesday, February 4th. Eight research analysts have rated the stock with a Buy rating, thirty-one have given a Hold rating and six have given a Sell rating to the company's stock. Based on data from MarketBeat, the company currently has an average rating of "Hold" and a consensus price target of $56.72.

Key Stories Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Broad fintech rally lifts PYPL as traders rotate into payments names, a key driver of today’s buying pressure. Read More.
• Positive Sentiment: Product expansion: PayPal is adding Brazil’s Pix instant-payments option for SMB checkouts, expanding local payment acceptance in a large emerging market — a clear revenue/volume positive over time. Read More.
• Positive Sentiment: Analyst/target action: a price-target update was reported today (raise to $43.50), which can validate some investor buying despite mixed coverage. Read More.
• Neutral Sentiment: Investor chatter and technicals: social and options flows show traders positioning for a breakout after a tight range; hedge funds/institutions show mixed positioning in filings. These signals increase volatility but are not definitive fundamentals. Read More.
• Neutral Sentiment: Macro/institutional tracking: coverage notes PayPal’s activity vs. Nasdaq futures trends and continued analyst divergence on price targets — keeps the stock in focus but leaves direction ambiguous. Read More.
• Negative Sentiment: Legal overhang: multiple law firms and complaint filings allege securities-law violations and solicit lead-plaintiff status for purchases between Feb. 2025 (or Feb. 2024 in some complaints) and Feb. 2, 2026 — April 20 is widely advertised as the lead-plaintiff deadline, increasing headline risk and potential litigation costs. Read More.
• Negative Sentiment: Insider selling: recent filings show repeated insider sales (no recent insider purchases), which some investors interpret as a cautionary signal about near-term management conviction. Read More.

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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