Philip James Wealth Mangement LLC grew its position in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 47.7% in the third quarter, Holdings Channel.com reports. The fund owned 47,665 shares of the credit services provider’s stock after buying an additional 15,404 shares during the period. Philip James Wealth Mangement LLC’s holdings in PayPal were worth $3,196,000 as of its most recent filing with the Securities and Exchange Commission.
Other institutional investors and hedge funds have also modified their holdings of the company. Thompson Investment Management Inc. boosted its holdings in PayPal by 2.8% in the second quarter. Thompson Investment Management Inc. now owns 154,991 shares of the credit services provider’s stock valued at $11,519,000 after acquiring an additional 4,165 shares during the last quarter. Kathmere Capital Management LLC bought a new position in shares of PayPal in the 2nd quarter valued at about $325,000. Merit Financial Group LLC grew its position in shares of PayPal by 15.5% during the 3rd quarter. Merit Financial Group LLC now owns 164,901 shares of the credit services provider’s stock worth $11,058,000 after buying an additional 22,139 shares during the period. Ariose Capital Management Ltd raised its stake in shares of PayPal by 347.0% during the third 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 last quarter. Finally, Kingstone Capital Partners Texas LLC acquired a new position in PayPal in the second quarter valued at approximately $3,513,000. 68.32% of the stock is currently owned by institutional investors.
Insider Activity at PayPal
In related news, EVP Diego Scotti sold 3,838 shares of the business’s stock in a transaction on Thursday, October 30th. The shares were sold at an average price of $68.97, for a total value of $264,706.86. Following the sale, the executive vice president directly owned 16,989 shares of the company’s stock, valued at approximately $1,171,731.33. The trade was a 18.43% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Suzan Kereere sold 4,162 shares of the stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $59.84, for a total value of $249,054.08. Following the transaction, the insider owned 30,983 shares of the company’s stock, valued at approximately $1,854,022.72. This trade represents a 11.84% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 36,156 shares of company stock valued at $2,432,524. Insiders own 0.08% of the company’s stock.
PayPal Trading Down 1.0%
PayPal (NASDAQ:PYPL – Get Free Report) last issued its quarterly earnings data 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 return on equity of 25.64% and a net margin of 14.96%.The business had revenue of $8.42 billion during the quarter, compared to analyst estimates of $8.21 billion. During the same period in the previous year, the firm earned $1.20 EPS. PayPal’s quarterly revenue was up 7.3% compared to the same quarter last year. PayPal has set its Q4 2025 guidance at 1.270-1.310 EPS and its FY 2025 guidance at 5.350-5.390 EPS. Sell-side analysts anticipate that PayPal Holdings, Inc. will post 5.03 earnings per share for the current fiscal year.
PayPal Dividend Announcement
The business also recently disclosed a quarterly dividend, which was paid on Wednesday, December 10th. Stockholders of record on Wednesday, November 19th were given a dividend of $0.14 per share. The ex-dividend date of this dividend was Wednesday, November 19th. This represents a $0.56 annualized dividend and a dividend yield of 1.0%. PayPal’s dividend payout ratio is currently 11.22%.
Key PayPal News
Here are the key news stories impacting PayPal this week:
- Positive Sentiment: Partnership with Microsoft to power Copilot Checkout — integration lets shoppers complete purchases inside Microsoft Copilot, expanding PayPal’s payment footprint and potential transaction volume. PayPal Teams With Microsoft to Power Checkout in Copilot
- Positive Sentiment: Coverage highlighting PayPal as a value buy — recent pieces (Forbes, MoneyShow) argue PYPL’s valuation and margins make it an attractive long‑term purchase for value investors. Should You Consider Buying PayPal Stock?
- Positive Sentiment: New Transaction Graph Analytics program — product aimed at merchant analytics/insights that could boost monetization and seller retention if adoption scales. How PayPal’s New Transaction Graph Analytics Program Will Impact PayPal Holdings (PYPL) Investors
- Neutral Sentiment: Options activity shows elevated interest — options flow and positioning can signal short‑term speculators hedging or positioning around catalysts, but direction is ambiguous. Behind the Scenes of PayPal Holdings’s Latest Options Trends
- Neutral Sentiment: Susquehanna trims price target (from $94 to $90) but keeps a “positive” rating — reduced upside estimate but analyst stance remains constructive, a mixed signal for sentiment. PayPal price target lowered by at Susquehanna
- Neutral Sentiment: Market summaries note PYPL has dipped more than the broader market recently — useful context but not a direct catalyst. Why Paypal (PYPL) Dipped More Than Broader Market Today
- Negative Sentiment: Goldman Sachs lowered its price target to $65 — a meaningful cut that reduces analyst‑driven upside and likely pressured sentiment. The Goldman Sachs Group Lowers PayPal (NASDAQ:PYPL) Price Target to $65.00
- Negative Sentiment: Recent analyst downgrade drove a sell reaction — coverage noting the downgrade has coincided with downward pressure on the stock. PayPal (NASDAQ:PYPL) Shares Down 2.2% After Analyst Downgrade
- Negative Sentiment: Public criticism from commentators (Jim Cramer: “late to new technologies”) feeds a narrative that PayPal risks losing share to newer fintech entrants and could weigh on sentiment. Jim Cramer on Paypal: “The Company’s Been Late to New Technologies”
Analyst Ratings Changes
Several research analysts have recently issued reports on the company. KGI Securities reduced their price target on PayPal from $85.00 to $80.00 in a research report on Monday, November 10th. HSBC increased their target price on PayPal from $86.00 to $93.00 and gave the company a “buy” rating in a research note on Wednesday, October 29th. Rothschild & Co Redburn boosted their target price on PayPal from $66.00 to $70.00 and gave the stock a “neutral” rating in a research report on Tuesday, September 16th. Sanford C. Bernstein reiterated a “market perform” rating on shares of PayPal in a research report on Wednesday, December 17th. Finally, Argus lifted their price objective on shares of PayPal from $81.00 to $87.00 and gave the stock a “buy” rating in a research note on Wednesday, October 29th. Twelve investment analysts have rated the stock with a Buy rating, twenty-four have issued a Hold rating and four have given a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $77.26.
View Our Latest Stock Analysis on PYPL
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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