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

Seizert Capital Partners LLC boosted its holdings in PayPal Holdings, Inc. (NASDAQ:PYPL) by 15.6% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 941,254 shares of the credit services provider’s stock after acquiring an additional 127,171 shares during the quarter. PayPal accounts for approximately 2.3% of Seizert Capital Partners LLC’s portfolio, making the stock its 15th largest position. Seizert Capital Partners LLC’s holdings in PayPal were worth $54,950,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Vanguard Group Inc. boosted its position in shares of PayPal by 6.5% in the 4th quarter. Vanguard Group Inc. now owns 90,376,927 shares of the credit services provider’s stock worth $5,276,205,000 after purchasing an additional 5,534,462 shares during the last quarter. National Pension Service lifted its stake in PayPal by 1.8% in the third quarter. National Pension Service now owns 2,855,897 shares of the credit services provider’s stock valued at $191,516,000 after buying an additional 51,268 shares during the period. Nordea Investment Management AB lifted its stake in PayPal by 7.9% in the third quarter. Nordea Investment Management AB now owns 4,292,583 shares of the credit services provider’s stock valued at $291,338,000 after buying an additional 313,180 shares during the period. Rakuten Investment Management Inc. bought a new position in PayPal during the third quarter worth about $13,210,000. Finally, Ariose Capital Management Ltd grew its position in shares of PayPal by 347.0% during the 3rd quarter. Ariose Capital Management Ltd now owns 193,100 shares of the credit services provider’s stock worth $12,949,000 after buying an additional 149,898 shares during the period. 68.32% of the stock is owned by institutional investors.

Trending Headlines about PayPal

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

Insider Buying and Selling

In other PayPal news, CAO Chris Natali sold 1,337 shares of the stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $49.46, for a total transaction of $66,128.02. Following the completion of the transaction, the chief accounting officer owned 1,586 shares in the company, valued at approximately $78,443.56. This represents a 45.74% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Frank Keller sold 10,732 shares of PayPal stock in a transaction dated Wednesday, April 29th. The shares were sold at an average price of $49.96, for a total value of $536,170.72. Following the completion of the sale, the insider directly owned 41,567 shares in the company, valued at $2,076,687.32. This represents a 20.52% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 99,677 shares of company stock worth $4,433,834 over the last ninety days. Company insiders own 0.63% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have recently commented on the company. Weiss Ratings reaffirmed a “hold (c)” rating on shares of PayPal in a research note on Thursday, January 22nd. BMO Capital Markets began coverage on shares of PayPal in a report on Tuesday, April 21st. They set a “market perform” rating and a $52.00 price objective for the company. Piper Sandler lowered their target price on shares of PayPal from $76.00 to $74.00 and set a “neutral” rating for the company in a research note on Wednesday, January 14th. Argus cut their target price on shares of PayPal from $87.00 to $65.00 and set a “buy” rating on the stock in a report on Friday, February 6th. Finally, Citigroup boosted their price target on shares of PayPal from $42.00 to $48.00 and gave the company a “neutral” rating in a report on Wednesday, April 8th. Seven equities research analysts have rated the stock with a Buy rating, thirty-three have assigned a Hold rating and five have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $56.55.

PayPal Price Performance

Shares of PYPL opened at $50.44 on Monday. The stock has a 50 day simple moving average of $46.63 and a 200 day simple moving average of $54.43. PayPal Holdings, Inc. has a 52-week low of $38.46 and a 52-week high of $79.50. 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 $45.38 billion, a PE ratio of 9.32, a P/E/G ratio of 1.45 and a beta of 1.39.

PayPal (NASDAQ:PYPL) last announced 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 return on equity of 25.42% and a net margin of 15.77%.The company had revenue of $8.68 billion for the quarter, compared to analyst estimates of $8.82 billion. During the same quarter last year, the business posted $1.19 earnings per share. The business’s quarterly revenue was up 4.0% on a year-over-year basis. Sell-side analysts predict that PayPal Holdings, Inc. will post 5.31 EPS for the current fiscal year.

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.