US · Financial Services · Credit Services
EPS came in at 1.38 against a street estimate of 1.28 — a beat of 7.8%.
Analysts rate PayPal Holdings Inc a buy (23 buy, 22 hold, 2 sell out of 47) with an average price target of $57.07.
CONFIDENT PayPal stabilized branded checkout at 2% growth, beat Q2 EPS guidance, raised full-year transaction margin and EPS targets. Investing $1.5B cost savings into financial services, Venmo, and Braintree. Multiyear transformation underway. Q2 2026 U.S. showing acceleration; Europe stabilizing after normalization. Both regions receiving renewed product investment (BNPL, loyalty programs, integrations). Analysts pressed on reinvestment timing, M&A speculation, and prior strategy failures. Management emphasized financial services and Venmo monetization are real existing businesses (not bets), detailed execution metrics (ARPA, attach rates, LTV), and commitment to strategic plan with openness to alternatives only if superior. 2026-07-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.61% |
| Vanguard Capital Management, LLC | 6.55% |
| State Street Corp | 4.91% |
| Amvescap Plc. | 3.75% |
| Geode Capital Management, LLC | 3.06% |
| Bank of America Corp | 2.99% |
| Vanguard Portfolio Management, LLC | 2.96% |
| Comprehensive Financial Management LLC | 2.80% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 PAYPAL HOLDINGS, INC. - FORM 10-Q SUMMARY Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Net Revenues (Q2 2026): $8,682 million vs. $8,288 mill | 2026-07-28 |
| Results announced · Q3 2026 PAYPAL Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net revenues increased 5% to $8.7 billion (3% currency-neutral) • Total payment volume (TPV) incr | 2026-07-28 |
| Board / officer change · Q2 2026 PAYPAL HOLDINGS, INC. - FORM 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Diego Scotti, EVP and General Manager of Consumer Group, is departing effec | 2026-05-21 |
| Company announcement · Q2 2026 PAYPAL HOLDINGS, INC. - 8-K SUMMARY (May 15, 2026) HEADLINE NUMBERS • PayPal issued $2.0 billion in senior unsecured notes across three tranches on | 2026-05-15 |
| Quarterly report · Q1 2026 PAYPAL HOLDINGS, INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net revenues: $8,353 million (Q1 2026) vs. $7,791 million (Q1 2025) – up 7.2% year-o | 2026-05-05 |
| Results announced · Q2 2026 PAYPAL Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net revenues: $8.4 billion, up 7% YoY (5% currency-neutral) • Total payment volume (TPV): $464.0 | 2026-05-05 |
| Proxy statement · Q2 2026 PAYPAL HOLDINGS, INC. — 2026 PROXY SUMMARY CEO COMPENSATION • New CEO Enrique Lores appointed President and CEO effective March 1, 2026 (just over o | 2026-04-07 |
| Annual report FY2025 PAYPAL HOLDINGS, INC. – FORM 10-K SUMMARY (FY 2025) HEADLINE NUMBERS • Total Payment Volume (TPV): $1.79 trillion in 2025, up 7% year-over-year • Pa | 2026-02-03 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.14 / share ex-date Sep 4, 2026 · pay Sep 25, 2026 | 2026-09-04 |
| Dividend | $0.14 / share ex-date Jun 4, 2026 · pay Jun 25, 2026 | 2026-06-04 |
| Dividend | $0.14 / share ex-date Mar 4, 2026 · pay Mar 25, 2026 | 2026-03-04 |
| Dividend | $0.14 / share ex-date Nov 19, 2025 · pay Dec 10, 2025 | 2025-11-19 |
| Announcement | Date |
|---|---|
| Board approves quarterly cash dividend program, declares $0.14 per share PayPal announced its Q3 2025 financial results on October 28, 2025, and initiated a new quarterly cash dividend program. The company's Board of Directors declared a $0.14 per share quarterly | 2025-10-28 |
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Google PlayApp StoreData updated 2026-09-18.