First Nebraska Trust Co acquired a new position in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 92,255 shares of the credit services provider’s stock, valued at approximately $3,984,000.
Other hedge funds have also modified their holdings of the company. Bank of Nova Scotia bought a new position in PayPal during the second quarter valued at $55,874,000. Hudson Portfolio Management LLC purchased a new position in shares of PayPal in the 2nd quarter worth $298,000. Compass Financial Management LLC bought a new stake in shares of PayPal in the 2nd quarter worth about $143,000. Elevation Point Wealth Partners LLC bought a new stake in shares of PayPal in the 2nd quarter worth about $789,000. Finally, Daiichi Life Insurance Co. Ltd. bought a new stake in shares of PayPal in the 2nd quarter worth about $1,096,000. 68.32% of the stock is owned by hedge funds and other institutional investors.
PayPal Stock Performance
PYPL stock opened at $61.55 on Friday. PayPal Holdings, Inc. has a twelve month low of $38.46 and a twelve month high of $79.21. The firm has a market cap of $52.65 billion, a price-to-earnings ratio of 11.64, a PEG ratio of 1.50 and a beta of 1.30. The business’s fifty day simple moving average is $52.13 and its two-hundred day simple moving average is $47.51. The company has a quick ratio of 1.29, a current ratio of 1.29 and a debt-to-equity ratio of 0.55.
PayPal Announces Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Friday, September 25th. Shareholders of record on Friday, September 4th will be given a $0.14 dividend. This represents a $0.56 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Friday, September 4th. PayPal’s payout ratio is 10.59%.
PayPal News Roundup
Here are the key news stories impacting PayPal this week:
- Positive Sentiment: Venmo’s expansion into college tuition payments could increase transaction volume. PayPal and Venmo are now being integrated with Illumia, Nelnet Campus Commerce and TouchNet, allowing students and families at participating universities to pay tuition and fees through the digital wallets. The initiative adds a potentially recurring, higher-value use case, although transaction fees and adoption will vary by school. PayPal, Venmo connect to colleges
- Positive Sentiment: Agentic payments offer a longer-term growth narrative. PayPal is positioning its platform around AI-enabled commerce, digital identity and automated payments, potentially allowing software agents to complete transactions on behalf of consumers. The strategy could strengthen PayPal’s relevance as commerce evolves, but commercialization and competitive execution remain uncertain. PayPal Agentic Payments: Can They Reshape the Future of Commerce?
- Positive Sentiment: Technical momentum and investor interest remain supportive. PayPal has formed a bullish “golden cross,” while David Einhorn’s reported $61.5 million stake provides additional visibility and may reinforce the turnaround case. David Einhorn’s PayPal Bet Just Flashed a Golden Cross
- Neutral Sentiment: Takeover chatter is supporting the shares but remains unconfirmed. Reports have revived speculation about a potential sale process involving Stripe and Advent International. No offer or transaction has been announced, so any takeover premium is speculative. PayPal Stock Closes Higher Thursday
- Negative Sentiment: The recent rally has increased valuation and execution concerns. Investors are questioning whether PayPal can sustain momentum amid modest underlying revenue growth and intense competition in digital payments and buy-now-pay-later services. A director’s $253,716 sale under a pre-arranged Rule 10b5-1 plan adds a mild cautionary signal, though it is not necessarily an indication of deteriorating business prospects. PayPal Insider Selling
Wall Street Analysts Forecast Growth
PYPL has been the subject of a number of analyst reports. Clear Str raised shares of PayPal to a “hold” rating in a report on Thursday, July 16th. UBS Group set a $45.00 price objective on PayPal in a research note on Wednesday, July 29th. BTIG Research reissued a “neutral” rating on shares of PayPal in a research note on Wednesday, July 15th. Daiwa Securities Group upgraded PayPal from a “hold” rating to an “outperform” rating in a research report on Wednesday, May 6th. Finally, HSBC assumed coverage on PayPal in a research note on Friday, July 24th. They issued a “buy” rating for the company. Nine analysts have rated the stock with a Buy rating, thirty-four have given a Hold rating and four have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $56.28.
Read Our Latest Research Report on PayPal
Insiders Place Their Bets
In other news, CAO Chris Natali sold 1,337 shares of PayPal stock in a transaction that occurred on Wednesday, July 29th. The shares were sold at an average price of $58.10, for a total transaction of $77,679.70. Following the completion of the sale, the chief accounting officer owned 2,216 shares of the company’s stock, valued at approximately $128,749.60. The trade was a 37.63% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Suzan Kereere sold 4,162 shares of the business’s stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $60.96, for a total value of $253,715.52. Following the completion of the sale, the insider owned 30,983 shares of the company’s stock, valued at $1,888,723.68. The trade was a 11.84% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 14,774 shares of company stock worth $738,249 in the last three months. Corporate insiders own 0.63% of the company’s stock.
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.
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