PYPL PayPal Holdings, Inc.
Price Chart
Executive Summary
PayPal filed additional proxy soliciting materials for its 2026 Annual Meeting, recommending votes FOR election of 11 directors, say-on-pay, equity plan, and auditor ratification, and AGAINST two shareholder proposals. The filing highlights FY2025 revenue growth of 7% to $33.2B and non-GAAP EPS growth of 14% to $5.31, but active accounts declined 3% to 439M. Recent departure of two EVPs (Michelle Gill and Diego Scotti) signals management restructuring.
Actionable Insight
Monitor the annual meeting vote outcome and any subsequent board/management changes. The EVP departures and new CEO suggest ongoing restructuring; next earnings report will be key for execution updates.
Key Facts
- FY2025 revenues $33.2B, +7% YoY
- Non-GAAP EPS $5.31, +14% YoY
- Active accounts 439M, -3% YoY
- MAAs 227M, +1% YoY
- TPV $1.8T, +6% YoY
- Generated $6.4B free cash flow, returned ~$6B via repurchases
- Board recommends votes FOR director election, say-on-pay, 2026 equity plan, auditor ratification
- Board recommends AGAINST shareholder proposals on conflict zones policy and special meeting threshold
- New CEO Enrique Lores appointed; two EVPs departing in June 2026
Financial Impact
Revenue $33.2B (+7%), non-GAAP EPS $5.31 (+14%), active accounts declining 3%
Risk Factors
- Potential shareholder dissent on equity plan dilution or compensation
- Continued active account decline may pressure growth
Market Snapshot
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| DEFA14A Filing (Primary) | 0001193125-26-215001 |
| Document: 0001193125-26-215001-index-headers.html | 0001193125-26-215001 |
| Document: 0001193125-26-215001-index.html | 0001193125-26-215001 |
| Document: 0001193125-26-215001.txt | 0001193125-26-215001 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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Jun 6, 2026
3d ago
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ANALYST-DOWNGRADE
| $46.20 $44.93 | ▲ +2.75% | ▲ +5.04% | $41.26 (+10.69%) |
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May 31, 2026
9d ago
|
ANALYST-UPGRADE
| $73.87 $74.82 | ▲ +1.29% | ▲ +0.65% | $41.26 (−44.14%) |
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May 22, 2026
18d ago
|
ANALYST-UPGRADE
| $51.20 $50.93 | ▼ −0.53% | ▼ −0.58% | $41.26 (−19.41%) |
|
May 16, 2026
24d ago
|
ANALYST-DOWNGRADE
| $49.80 $49.76 | ▲ +0.08% | ▲ +1.06% | $41.26 (+17.14%) |
|
May 8, 2026
4w ago
|
DEFA14A
| $45.06 $44.37 | ▼ −1.53% | ▼ −1.45% | $41.26 (−8.43%) |
|
May 7, 2026
4w ago
|
ANALYST-DOWNGRADE
| $46.20 $45.23 | ▼ −2.09% | ▼ −3.60% | $41.26 (−10.69%) |
|
May 1, 2026
5w ago
|
ANALYST-UPGRADE
| $73.87 $74.82 | ▲ +1.29% | ▲ +0.65% | $41.26 (−44.14%) |
|
Apr 29, 2026
6w ago
|
Insider Cluster
| $50.93 $46.49 | ▼ −8.71% | ▼ −11.82% | $41.26 (−18.98%) |
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Apr 22, 2026
6w ago
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ANALYST-UPGRADE
| $51.20 $49.37 | ▼ −3.57% | ▼ −3.62% | $41.26 (−19.41%) |
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Apr 7, 2026
9w ago
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DEFA14A
| $45.84 $49.56 | ▲ +8.12% | ▲ +4.60% | $41.26 (−9.98%) |
US Market Status
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