Janus Henderson Group PLC Sells 10,040 Shares of PayPal Holdings, Inc. $PYPL

Janus Henderson Group PLC reduced its stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL) by 8.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 102,637 shares of the credit services provider’s stock after selling 10,040 shares during the quarter. Janus Henderson Group PLC’s holdings in PayPal were worth $4,642,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Bard Associates Inc. acquired a new position in shares of PayPal during the fourth quarter valued at about $25,000. Caitong International Asset Management Co. Ltd lifted its stake in shares of PayPal by 15,233.3% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 460 shares of the credit services provider’s stock valued at $27,000 after buying an additional 457 shares during the period. Safe Harbor Fiduciary LLC acquired a new stake in PayPal during the fourth quarter worth about $28,000. Kelleher Financial Advisors acquired a new stake in PayPal during the third quarter worth about $30,000. Finally, Advocate Investing Services LLC acquired a new position in PayPal in the 4th quarter valued at approximately $30,000. 68.32% of the stock is owned by institutional investors.

PayPal Stock Up 3.2%

PYPL opened at $59.78 on Friday. The firm has a market cap of $51.14 billion, a price-to-earnings ratio of 11.30, a PEG ratio of 1.41 and a beta of 1.30. The company has a debt-to-equity ratio of 0.55, a quick ratio of 1.29 and a current ratio of 1.29. The firm’s 50-day simple moving average is $48.18 and its 200-day simple moving average is $47.07. PayPal Holdings, Inc. has a twelve month low of $38.46 and a twelve month high of $79.21.

PayPal (NASDAQ:PYPL) last announced its quarterly earnings results on Tuesday, July 28th. The credit services provider reported $1.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.28 by $0.10. The firm had revenue of $8.68 billion during the quarter, compared to the consensus estimate of $8.47 billion. PayPal had a net margin of 14.36% and a return on equity of 24.39%. The firm’s quarterly revenue was up 4.8% on a year-over-year basis. During the same period last year, the firm posted $1.40 EPS. Equities research analysts anticipate that PayPal Holdings, Inc. will post 5.37 EPS for the current fiscal year.

PayPal Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, September 25th. Shareholders of record on Friday, September 4th will be paid a $0.14 dividend. The ex-dividend date of this dividend is Friday, September 4th. This represents a $0.56 dividend on an annualized basis and a yield of 0.9%. PayPal’s payout ratio is currently 10.59%.

Insiders Place Their Bets

In other news, insider Suzan Kereere sold 3,379 shares of the stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $42.79, for a total transaction of $144,587.41. Following the sale, the insider owned 30,983 shares in the company, valued at approximately $1,325,762.57. This represents a 9.83% decrease in their ownership of the stock. The sale 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, CAO Chris Natali sold 1,337 shares of the business’s stock in a transaction dated Wednesday, July 29th. The stock was sold at an average price of $58.10, for a total transaction of $77,679.70. Following the completion of the transaction, the chief accounting officer directly owned 2,216 shares of the company’s stock, valued at approximately $128,749.60. This represents a 37.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 10,612 shares of company stock valued at $484,534. 0.63% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on the company. Susquehanna lifted their price objective on PayPal from $63.00 to $67.00 and gave the stock a “positive” rating in a report on Wednesday, July 29th. JPMorgan Chase & Co. increased their price objective on shares of PayPal from $46.00 to $65.00 and gave the company a “neutral” rating in a research note on Wednesday, July 29th. Robert W. Baird lifted their target price on shares of PayPal from $50.00 to $57.00 and gave the company a “neutral” rating in a research report on Wednesday, July 29th. Wells Fargo & Company increased their price target on shares of PayPal from $48.00 to $56.00 and gave the stock an “equal weight” rating in a research report on Wednesday, July 29th. Finally, HSBC started coverage on PayPal in a report on Friday, July 24th. They set a “buy” rating on the stock. Nine analysts have rated the stock with a Buy rating, thirty-four have assigned a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $55.72.

Key PayPal News

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Potentially higher takeover offer: PayPal’s board reportedly rejected a $60.50-per-share proposal from Stripe and Advent International as too low. The stock remains below that level, leaving potential upside if the bidders return with an improved offer. PayPal Still Trades Below the $60.50 Bid Its Board Turned Down
• Positive Sentiment: Analyst support: PayPal attracted an analyst upgrade, while Cantor Fitzgerald raised its price target to $60. These actions reinforce the view that the stock’s valuation may not fully reflect its earnings and cash-generation potential. PayPal Trading Up After Analyst Upgrade
• Positive Sentiment: Operational improvement: PayPal exceeded second-quarter expectations with $8.68 billion in revenue and $1.38 in adjusted earnings per share, and raised its 2026 outlook. Investors are watching for progress in branded checkout, Venmo monetization and a return to profitable growth at Braintree. Acquisition Interest Is a Confirmation of How Undervalued This Resilient Company Is
• Positive Sentiment: Greater business-line accountability: Management plans to establish revenue targets for its three core units for the first time, potentially giving investors clearer benchmarks for evaluating the turnaround. PayPal Sets First-Ever Revenue Targets
• Neutral Sentiment: Valuation debate: PayPal screens as inexpensive after a steep multiyear decline, but Wall Street is taking a “prove it” approach. Investors need sustained growth and successful execution before assigning the company a higher valuation. PayPal Stock Looks Undervalued on Earnings but Weaker on Growth
• Negative Sentiment: Growth and margin risks remain: Slower revenue growth, higher technology costs and pressure on consumer spending could limit margins and make it harder for PayPal to justify a materially higher share price.

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.