First Nebraska Trust Co Takes $3.98 Million Position in PayPal Holdings, Inc. $PYPL

First Nebraska Trust Co purchased a new position in PayPal Holdings, Inc. (NASDAQ:PYPL) in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 92,255 shares of the credit services provider’s stock, valued at approximately $3,984,000.

Several other hedge funds have also recently made changes to their positions in the stock. Vanguard Group Inc. lifted its position in PayPal by 6.5% during the fourth quarter. Vanguard Group Inc. now owns 90,376,927 shares of the credit services provider’s stock valued at $5,276,205,000 after purchasing an additional 5,534,462 shares during the period. BlackRock Inc. bought a new stake in PayPal in the 2nd quarter worth approximately $3,236,989,000. Bank of America Corp DE grew its position in PayPal by 67.9% in the 1st quarter. Bank of America Corp DE now owns 25,614,720 shares of the credit services provider’s stock worth $1,158,554,000 after purchasing an additional 10,356,256 shares during the period. Norges Bank purchased a new stake in PayPal during the 4th quarter valued at $949,758,000. Finally, Amundi raised its stake in PayPal by 227.6% during the 1st quarter. Amundi now owns 13,804,208 shares of the credit services provider’s stock valued at $624,364,000 after buying an additional 9,590,488 shares during the last quarter. 68.32% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at PayPal

In related news, CAO Chris Natali sold 1,337 shares of the firm’s stock in a transaction 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 transaction, the chief accounting officer directly owned 2,216 shares of the company’s stock, valued at approximately $128,749.60. This trade represents 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 Frank Keller sold 4,612 shares of PayPal stock in a transaction on Wednesday, June 3rd. The shares were sold at an average price of $42.54, for a total transaction of $196,194.48. Following the completion of the sale, the insider owned 41,567 shares in the company, valued at approximately $1,768,260.18. This represents a 9.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 14,774 shares of company stock valued at $738,249. 0.63% of the stock is currently owned by corporate insiders.

PayPal Stock Performance

NASDAQ PYPL opened at $61.55 on Friday. 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 Holdings, Inc. has a twelve month low of $38.46 and a twelve month high of $79.21. The business has a 50-day moving average price of $52.13 and a 200-day moving average price of $47.51. The firm has a market cap of $52.65 billion, a price-to-earnings ratio of 11.64, a price-to-earnings-growth ratio of 1.50 and a beta of 1.30.

PayPal (NASDAQ:PYPL) last issued its 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. PayPal had a return on equity of 24.39% and a net margin of 14.36%.The company had revenue of $8.68 billion for the quarter, compared to the consensus estimate of $8.47 billion. During the same quarter last year, the company earned $1.40 EPS. The firm’s quarterly revenue was up 4.8% on a year-over-year basis. As a group, equities research analysts predict that PayPal Holdings, Inc. will post 5.38 EPS for the current fiscal year.

PayPal Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, September 25th. Stockholders of record on Friday, September 4th will be given a dividend of $0.14 per share. The ex-dividend date is Friday, September 4th. This represents a $0.56 annualized dividend and a dividend yield of 0.9%. PayPal’s dividend payout ratio (DPR) is presently 10.59%.

PayPal News Summary

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 Analyst Weigh In

PYPL has been the topic of several research analyst reports. BNP Paribas Exane increased their price target on PayPal from $43.50 to $52.00 and gave the company a “neutral” rating in a report on Tuesday, July 21st. Clear Str raised PayPal to a “hold” rating in a report on Thursday, July 16th. Piper Sandler raised their target price on PayPal from $42.00 to $59.00 and gave the stock a “neutral” rating in a research report on Monday, August 17th. Canaccord Genuity Group restated a “hold” rating and set a $55.00 price target on shares of PayPal in a research note on Wednesday, July 29th. Finally, Telsey Advisory Group downgraded PayPal to a “market perform” rating in a research note on Friday, July 24th. Nine analysts have rated the stock with a Buy rating, thirty-four have issued a Hold rating and four have given a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Hold” and an average target price of $56.28.

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.