PAYP
PayPay Corp
$14.15
-1.39%
$9.0B
No data for this timeframe.
Vol
Market Cap$9.0B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (78%)
Inst. Holders18 funds
Inst. Value$276.9M
Inst. Activity7 buys / 0 sells
SEC Reports5
Recent Activity
Jun 12, 2026
short_volume
Short Volume: PAYP — 69.0% short (0.4M / 0.5M)
Short: 370,658 | Exempt: 8,327 | TRF Vol: 536,959 | Short Ratio: 69.0% | Off-exchange volume (dark p
Jun 10, 2026
Insider
Kagechika Wataru acquired via exercise 3,400 shares
See Remarks @ $8.11 ($27.6K)
Jun 10, 2026
Insider
Kagechika Wataru acquired via exercise 17 shares
See Remarks
Jun 9, 2026
Insider
Nakayama Ichiro acquired via exercise 2,600 shares
See Remarks @ $8.11 ($21.1K)
Jun 4, 2026
SEC
PayPay announced a definitive agreement to acquire 70.2% of T&D Financial Life Insurance Company from T&D Holdings for a
6-K — Impact 6/10
May 16, 2026
SEC
Goldman Sachs initiates PAYP at Buy — PT $29 (+46%) as 9-firm coverage cluster signals sector conviction
ANALYST-UPGRADE — Impact 3/10
Apr 16, 2026
SEC
Goldman Sachs initiates PAYP with a Buy rating and $29 price target, joining 8 other recent initiations including Jeffer
ANALYST-UPGRADE — Impact 8/10
Inst.
BlackRock, Inc. — NEW
3,799,999 shares ($81.1M)
Price Targets
$25.22
+78.2% upside
Strong Buy
Current $14.15
Low $19.55
Median $24.92
High $30.31
12 analysts
$19.55
$30.31
Analyst Ratings
5Strong Buy
9Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 7, 2026 | Goldman Sachs | INITIATE | Buy |
| Apr 6, 2026 | Deutsche Bank | INITIATE | Hold |
| Apr 6, 2026 | Citigroup | INITIATE | Neutral |
| Apr 6, 2026 | Jefferies | INITIATE | Buy |
| Apr 6, 2026 | Benchmark | INITIATE | Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $27.20 ▲ +16.6% | $23.06 — $36.05 | 7 | |
| Next Q | $28.74 ▲ +5.6% | $21.90 — $37.81 | 7 | |
| Current FY | $117.55 ▼ -1.3% | $103.26 — $159.35 | -35% YoY | 10 |
| Next FY | $155.74 ▼ -2.9% | $117.95 — $206.44 | 32% YoY | 9 |
Latest Reports
BULLISH
ANALYST-UPGRADE
3/10
Goldman Sachs initiates PAYP at Buy — PT $29 (+46%) as 9-firm coverage cluster signals sector conviction
May 16, 2026
BULLISH
ANALYST-UPGRADE
8/10
Goldman Sachs initiates PAYP with a Buy rating and $29 price target, joining 8 other recent initiations including Jeffer
Apr 16, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $81.1M | NEW |
| Holocene Advisors, LP | $38.0M | NEW |
| MARSHALL WACE, LLP | $32.7M | NEW |
| WCM INVESTMENT MANAGEMENT, LLC | $24.2M | NEW |
| Sumitomo Mitsui Trust Group, | $13.7M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 10, 2026 | Kagechika Wataru | M | $27.6K |
| Jun 10, 2026 | Kagechika Wataru | M | $0.00 |
| Jun 9, 2026 | Nakayama Ichiro | M | $21.1K |
| Jun 9, 2026 | Nakayama Ichiro | M | $0.00 |
| Jun 9, 2026 | Yasuda Masamichi | M | $38.9K |
18 institutional holders with $276.9M total value (13,027,643 shares) as of 2026-Q1. Top holders: BlackRock,, Holocene, MARSHALL. Net buying activity: 7 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3,799,999 | $81.1M | 29.3% | NEW |
| 2 | Holocene Advisors, LP | 1,781,290 | $38.0M | 13.7% | NEW |
| 3 | MARSHALL WACE, LLP | 1,534,303 | $32.7M | 11.8% | NEW |
| 4 | WCM INVESTMENT MANAGEMENT, LLC | 1,173,183 | $24.2M | 8.8% | NEW |
| 5 | Sumitomo Mitsui Trust Group, Inc. | 642,029 | $13.7M | 4.9% | NEW |
| 6 | CITADEL ADVISORS LLC | 560,000 | $12.0M | 4.3% | — |
| 7 | FMR LLC | 510,829 | $10.9M | 3.9% | NEW |
| 8 | SCHRODER INVESTMENT MANAGEMENT GROUP | 508,544 | $10.5M | 3.8% | NEW |
| 9 | WELLINGTON MANAGEMENT GROUP LLP | 421,235 | $9.0M | 3.2% | — |
| 10 | TIGER GLOBAL MANAGEMENT LLC | 400,000 | $8.5M | 3.1% | — |
| 11 | D. E. Shaw & Co., Inc. | 360,000 | $7.7M | 2.8% | — |
| 12 | BALYASNY ASSET MANAGEMENT L.P. | 323,265 | $6.9M | 2.5% | — |
| 13 | ARK Investment Management LLC | 267,663 | $5.7M | 2.1% | — |
| 14 | VOYA INVESTMENT MANAGEMENT LLC | 241,640 | $5.2M | 1.9% | — |
| 15 | TEACHER RETIREMENT SYSTEM OF TEXAS | 200,000 | $4.3M | 1.5% | — |
| 16 | MORGAN STANLEY | 157,762 | $3.4M | 1.2% | — |
| 17 | FIRST TRUST ADVISORS LP | 89,180 | $1.9M | 0.7% | — |
| 18 | STIFEL FINANCIAL CORP | 56,721 | $1.2M | 0.4% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | NEW | — | 3,799,999 | — | $81.1M | 2026-Q1 |
| Holocene Advisors, LP | NEW | — | 1,781,290 | — | $38.0M | 2026-Q1 |
| MARSHALL WACE, LLP | NEW | — | 1,534,303 | — | $32.7M | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC | NEW | — | 1,173,183 | — | $24.2M | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. | NEW | — | 642,029 | — | $13.7M | 2026-Q1 |
| FMR LLC | NEW | — | 510,829 | — | $10.9M | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | NEW | — | 508,544 | — | $10.5M | 2026-Q1 |
4 unique insiders with 12 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 10, 2026 | Kagechika Wataru | See Remarks | EXERCISE | 3,400 | $8.11 | $27.6K |
| Jun 10, 2026 | Kagechika Wataru | See Remarks | EXERCISE | 17 | — | — |
| Jun 9, 2026 | Nakayama Ichiro | See Remarks | EXERCISE | 2,600 | $8.11 | $21.1K |
| Jun 9, 2026 | Nakayama Ichiro | See Remarks | EXERCISE | 13 | — | — |
| Jun 9, 2026 | Yasuda Masamichi | See Remarks | EXERCISE | 4,800 | $8.11 | $38.9K |
| Jun 9, 2026 | Yasuda Masamichi | See Remarks | EXERCISE | 24 | — | — |
| Jun 8, 2026 | Nakayama Ichiro | Director | EXERCISE | 54,400 | $8.11 | $441.2K |
| Jun 8, 2026 | Nakayama Ichiro | Director | EXERCISE | 272 | — | — |
| May 12, 2026 | Sode Masanori | See Remarks | EXERCISE | 5,000 | $8.30 | $41.5K |
| May 12, 2026 | Sode Masanori | See Remarks | EXERCISE | 25 | — | — |
| Apr 7, 2026 | Sode Masanori | See Remarks | EXERCISE | 10,200 | $8.14 | $83.0K |
| Apr 7, 2026 | Sode Masanori | See Remarks | EXERCISE | 51 | — | — |
5 SEC filing reports analyzed. Sentiment: 4 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 5.4/10.
BULLISH
ANALYST-UPGRADE
8/10
Goldman Sachs initiates PAYP with a Buy rating and $29 price target, joining 8 other recent initiati
Apr 16, 2026
BULLISH
ANALYST-UPGRADE
3/10
Goldman Sachs initiates PAYP at Buy — PT $29 (+46%) as 9-firm coverage cluster signals sector conviction
May 16, 2026
BULLISH
6-K
6/10
PayPay announced a definitive agreement to acquire 70.2% of T&D Financial Life Insurance Company fro
Jun 4, 2026
NEUTRAL
6-K
2/10
PayPay Corp filed a 6-K furnishing the Notice of the 8th Annual General Meeting of Shareholders. Thi
May 29, 2026
BULLISH
6-K
8/10
PayPay Corporation has completed its initial public offering on the Nasdaq, closing the sale of 63,2
Mar 30, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (78% buy). Based on 18 analysts: 5 strong buy, 9 buy, 4 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$25.22 mean target
+78.2% upside
Strong Buy (1.50)
$19.55 Low
$30.31 High
| Metric | Value |
|---|---|
| Current Price | $14.15 |
| Target Low | $19.55 |
| Target Mean | $25.22 |
| Target Median | $24.92 |
| Target High | $30.31 |
| # Analysts | 12 |
| Recommendation | Strong Buy (1.50) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$27.20 | $23.06 | $36.05 | — | +16.6% | 1↑ 1↓ | $104.1B | — | 7 |
| Next Q 2026-09-30 |
$28.74 | $21.90 | $37.81 | — | +5.6% | 1↑ 1↓ | $111.5B | — | 7 |
| Current FY 2027-03-31 |
$117.55 | $103.26 | $159.35 | -34.8% | -1.3% | 0↑ 1↓ | $458.8B | 20.5% | 10 |
| Next FY 2028-03-31 |
$155.74 | $117.95 | $206.44 | 32.5% | -2.9% | 2↑ 0↓ | $542.1B | 18.1% | 9 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $27.196 | |
| 7d ago | $27.196 | |
| 30d ago | $23.319 | +3.877 |
| 60d ago | $36.053 | -8.857 |
| 90d ago | $0.000 | +27.196 |
9 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 9 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 7, 2026 | Goldman Sachs | INITIATE | — | Buy |
| Apr 6, 2026 | Deutsche Bank | INITIATE | — | Hold |
| Apr 6, 2026 | Citigroup | INITIATE | — | Neutral |
| Apr 6, 2026 | Jefferies | INITIATE | — | Buy |
| Apr 6, 2026 | Benchmark | INITIATE | — | Buy |
| Apr 6, 2026 | B of A Securities | INITIATE | — | Buy |
| Apr 6, 2026 | Morgan Stanley | INITIATE | — | Equal-Weight |
| Apr 6, 2026 | Mizuho | INITIATE | — | Outperform |
| Mar 16, 2026 | Macquarie | INITIATE | — | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 5 | 9 | 4 | 0 | 0 | 78% | |
| May 1, 2026 | 5 | 8 | 4 | 0 | 0 | 76% | |
| Apr 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
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Jun 12, 2026
short_volume
Short Volume: PAYP — 69.0% short (0.4M / 0.5M)
Short: 370,658 | Exempt: 8,327 | TRF Vol: 536,959 | Short Ratio: 69.0% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: PAYP — 66.5% short (0.3M / 0.5M)
Short: 341,151 | Exempt: 5,296 | TRF Vol: 512,867 | Short Ratio: 66.5% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: PAYP — 63.2% short (0.3M / 0.5M)
Short: 336,830 | Exempt: 109 | TRF Vol: 532,839 | Short Ratio: 63.2% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: PAYP — 59.0% short (0.4M / 0.7M)
Short: 384,787 | Exempt: 1,309 | TRF Vol: 652,463 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: PAYP — 55.4% short (0.6M / 1.1M)
Short: 592,488 | Exempt: 12,630 | TRF Vol: 1,069,811 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: PAYP — 60.2% short (0.5M / 0.9M)
Short: 534,807 | Exempt: 5,764 | TRF Vol: 888,249 | Short Ratio: 60.2% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_interest
FTD: PAYP — 71,007 shares ($1.4M) failed to deliver
Settlement: 20260513, Price: $20.34, FTD Value: $1,444,282.38, PAYPAY CORP ADS
May 12, 2026
short_interest
FTD: PAYP — 67,000 shares ($1.3M) failed to deliver
Settlement: 20260512, Price: $19.21, FTD Value: $1,287,070, PAYPAY CORP ADS
May 8, 2026
short_volume
Short Volume: PAYP — 57.9% short (0.3M / 0.5M)
Short: 306,392 | Exempt: 10,415 | TRF Vol: 529,268 | Short Ratio: 57.9% | Off-exchange volume (dark pool + OTC)
May 7, 2026
earnings_calendar
PAYP Q4 2025 Earnings Scheduled — 2026-05-07
May 1, 2026
short_interest
FTD: PAYP — 73,032 shares ($1.6M) failed to deliver
Settlement: 20260501, Price: $22.14, FTD Value: $1,616,928.48, PAYPAY CORP ADS
Apr 13, 2026
short_interest
FTD: PAYP — 27,133 shares ($0.5M) failed to deliver
Settlement: 20260413, Price: $20.10, FTD Value: $545,373.3, PAYPAY CORP ADS
Apr 10, 2026
short_interest
FTD: PAYP — 31,861 shares ($0.7M) failed to deliver
Settlement: 20260410, Price: $21.16, FTD Value: $674,178.76, PAYPAY CORP ADS
Apr 7, 2026
short_volume
Short Volume: PAYP — 66.2% short (0.5M / 0.7M)
Short: 492,659 | Exempt: 33,425 | TRF Vol: 744,456 | Short Ratio: 66.2% | Off-exchange volume (dark pool + OTC)
Mar 31, 2026
short_volume
Short Volume: PAYP — 73.4% short (0.7M / 0.9M)
Short: 675,064 | Exempt: 4,783 | TRF Vol: 919,926 | Short Ratio: 73.4% | Off-exchange volume (dark pool + OTC)