PayPal Holdings, Inc.
PYPL · Services-Business Services, NEC · 882.1M shares · -2%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $3.5B (gross $5.0B, SBC $1.5B)
Reference price $41.53 · est. market cap ~$36.6B — last insider purchase, 2026-06-15 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B76gen composite 66pct→76
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC, ARK Investment Management LLC
- Strong balance sheetStrong balance sheet — $14.8B cash & investments
- Notable holderHeld by 7 notable fund(s): STATE STREET CORP, CITADEL ADVISORS LLC, GOLDMAN SACHS GROUP INC +4 more (as of 2026-03-31)
- New fund positionNotable fund(s) opened this quarter: RENAISSANCE TECHNOLOGIES LLC
Congressional trades
| Date | Member | Type | Owner | Amount |
|---|---|---|---|---|
| 2026-03-13 | Donalds, Byron · FL19 | buy | self | $1K–$15K |
| 2026-03-13 | Donalds, Byron · FL19 | buy | spouse | $1K–$15K |
| 2025-12-30 | Pelosi, Nancy · CA11 | sell | spouse | $250K+ |
STOCK Act Periodic Transaction Reports (U.S. House Clerk). Amounts are disclosed ranges, not exact figures.
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Operating margin
18.3%
Net margin
15.8%
Return on equity
25.8%
Return on assets
6.5%
ROIC
15.8%
Revenue growth (QoQ)
7.2%
Net-income growth
26.2%
Debt / equity
0.5×
Net debt / EBITDA
-0.7×
Current ratio
1.3×
Free cash flow
$5.6B
EBITDA
$7.0B
Tangible book value
$9.2B
Cash & investments
$14.8B
Stock comp / revenue
3.0%
Leadership & compensation
| Name | Role | Latest total comp |
|---|---|---|
| LORES ENRIQUE | President and CEO | — |
| Diego Scotti | EVP, GM Consumer Group | $13M FY2025 |
| Frank Keller | Pres., Checkout Sol. & PayPal | $13M FY2025 |
| Jamie Miller | Chief Fin & Op Officer | $14M FY2025 |
| Michelle Gill | EVP, GM, SMB & Financial Svcs | $13M FY2025 |
| Natali Chris | SVP, Chief Accounting Officer | — |
| Suzan Kereere | President, Global Markets | $13M FY2025 |
| Webster Aaron | EVP, Global Chief Risk Officer | — |
| Ann M. Sarnoff | Director | $384K FY2025 |
| Carmine Di Sibio | Director | $396K FY2025 |
| Chik Joy | Director | — |
| David M. Moffett | Director | $405K FY2025 |
| David W. Dorman | Director | $401K FY2025 |
| Debbie M. Messemer | Director | $380K FY2025 |
| Frank D. Yeary | Director | $385K FY2025 |
| Gail J. McGovern | Director | $403K FY2025 |
| Henry Alyssa | Director | — |
| Jonathan Christodoro | Director | $393K FY2025 |
| MESSEMER DEBORAH M. | Director | — |
| Stanley Deirdre | Director | — |
Officers & directors from SEC filings (Form 4 + DEF 14A proxy); compensation is the latest reported fiscal year.
Insider transactions · last 6 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-15 | Miller Jamie S | Option exercise | 9.1K | — |
| 2026-06-15 | Miller Jamie S | Tax withheld | 6.1K | $41.53 |
| 2026-06-15 | Miller Jamie S | Option exercise | 9.1K | — |
| 2026-06-15 | Miller Jamie S | Option exercise | 2.9K | — |
| 2026-06-15 | Miller Jamie S | Buy | 6.1K | $41.53 |
| 2026-06-15 | Miller Jamie S | Option exercise | 2.9K | — |
| 2026-06-03 | Natali Chris | Sell | 552 | $42.65 |
| 2026-06-03 | Kereere Suzan | Sell | 3.4K | $42.79 |
| 2026-06-03 | Keller Frank | Sell | 4.6K | $42.54 |
| 2026-06-01 | Kereere Suzan | Tax withheld | 3.5K | $44.75 |
| 2026-06-01 | Webster Aaron | Option exercise | 4.6K | — |
| 2026-06-01 | Miller Jamie S | Option exercise | 7.4K | — |
| 2026-06-01 | Webster Aaron | Tax withheld | 2.1K | $44.75 |
| 2026-06-01 | Miller Jamie S | Tax withheld | 3.8K | $44.75 |
| 2026-06-01 | Keller Frank | Option exercise | 3.4K | — |
| 2026-06-01 | Keller Frank | Option exercise | 6.9K | — |
| 2026-06-01 | Keller Frank | Tax withheld | 5.7K | $44.75 |
| 2026-06-01 | Natali Chris | Option exercise | 1.0K | — |
| 2026-06-01 | Natali Chris | Option exercise | 103 | — |
| 2026-06-01 | Natali Chris | Tax withheld | 390 | $44.75 |
| 2026-06-01 | Kereere Suzan | Option exercise | 6.9K | — |
| 2026-05-19 | MOFFETT DAVID M | Grant | 6.3K | — |
| 2026-05-19 | Chik Joy | Grant | 6.3K | — |
| 2026-05-19 | Kereere Suzan | Sell | 4.0K | $44.16 |
| 2026-05-19 | Kereere Suzan | Sell | 200 | $44.87 |
| 2026-05-19 | MESSEMER DEBORAH M. | Grant | 6.3K | — |
| 2026-05-19 | Stanley Deirdre | Grant | 6.3K | — |
| 2026-05-19 | CHRISTODORO JONATHAN | Grant | 6.3K | — |
| 2026-05-19 | Yeary Frank D | Grant | 6.3K | — |
| 2026-05-19 | Sarnoff Ann | Grant | 6.3K | — |
| 2026-05-19 | Di Sibio Carmine | Grant | 6.3K | — |
| 2026-05-19 | Henry Alyssa | Grant | 6.3K | — |
| 2026-05-19 | DORMAN DAVID W | Grant | 8.3K | — |
| 2026-05-15 | Kereere Suzan | Option exercise | 8.5K | — |
| 2026-05-15 | Kereere Suzan | Tax withheld | 4.3K | $45.04 |
| 2026-04-29 | Keller Frank | Sell | 732 | $49.46 |
| 2026-04-29 | Keller Frank | Sell | 10K | $50.00 |
| 2026-04-29 | Natali Chris | Sell | 1.3K | $49.46 |
| 2026-04-15 | Keller Frank | Option exercise | 1.6K | — |
| 2026-04-15 | Keller Frank | Tax withheld | 907 | $47.97 |
| 2026-04-15 | Natali Chris | Option exercise | 2.7K | — |
| 2026-04-15 | Natali Chris | Tax withheld | 943 | $47.97 |
| 2026-04-15 | Webster Aaron | Option exercise | 5.9K | — |
| 2026-04-15 | Webster Aaron | Option exercise | 2.6K | — |
| 2026-04-15 | Webster Aaron | Tax withheld | 3.9K | $47.97 |
| 2026-04-15 | Scotti Diego | Option exercise | 8.6K | — |
| 2026-04-15 | Scotti Diego | Tax withheld | 4.8K | $47.97 |
| 2026-03-25 | Henry Alyssa | Grant | 1.2K | — |
| 2026-03-15 | Miller Jamie S | Tax withheld | 6.1K | $44.90 |
| 2026-03-15 | Miller Jamie S | Option exercise | 9.1K | — |
| 2026-03-15 | Miller Jamie S | Option exercise | 2.9K | — |
| 2026-03-15 | Gill Michelle | Option exercise | 9.1K | — |
| 2026-03-15 | Gill Michelle | Option exercise | 2.9K | — |
| 2026-03-15 | Gill Michelle | Tax withheld | 5.8K | $44.90 |
| 2026-03-03 | Natali Chris | Sell | 2.2K | $44.73 |
| 2026-03-03 | Kereere Suzan | Sell | 4.0K | $45.18 |
| 2026-03-03 | Kereere Suzan | Sell | 8.8K | $46.34 |
| 2026-03-03 | Kereere Suzan | Sell | 700 | $46.80 |
| 2026-03-03 | Keller Frank | Sell | 8.9K | $45.19 |
| 2026-03-03 | Keller Frank | Sell | 19K | $46.35 |
| 2026-03-03 | Keller Frank | Sell | 1.2K | $46.82 |
| 2026-03-01 | Webster Aaron | Option exercise | 18K | — |
| 2026-03-01 | Webster Aaron | Tax withheld | 8.4K | — |
| 2026-03-01 | Scotti Diego | Option exercise | 28K | — |
| 2026-03-01 | Scotti Diego | Tax withheld | 15K | — |
| 2026-03-01 | Natali Chris | Option exercise | 4.1K | — |
| 2026-03-01 | Natali Chris | Option exercise | 410 | — |
| 2026-03-01 | Natali Chris | Tax withheld | 1.6K | — |
| 2026-03-01 | Miller Jamie S | Option exercise | 30K | — |
| 2026-03-01 | Miller Jamie S | Tax withheld | 15K | — |
| 2026-03-01 | Kereere Suzan | Option exercise | 28K | — |
| 2026-03-01 | Kereere Suzan | Tax withheld | 14K | — |
| 2026-03-01 | Gill Michelle | Option exercise | 28K | — |
| 2026-03-01 | Gill Michelle | Tax withheld | 14K | — |
| 2026-03-01 | Keller Frank | Grant | 33K | — |
| 2026-03-01 | Keller Frank | Tax withheld | 18K | — |
| 2026-03-01 | Keller Frank | Option exercise | 1.3K | — |
| 2026-03-01 | Keller Frank | Option exercise | 1.1K | — |
| 2026-03-01 | Keller Frank | Option exercise | 3.4K | — |
| 2026-03-01 | Keller Frank | Option exercise | 28K | — |
| 2026-03-01 | Keller Frank | Tax withheld | 18K | — |
| 2026-02-18 | Kereere Suzan | Sell | 31K | $41.45 |
| 2026-02-18 | Kereere Suzan | Sell | 6.2K | $41.67 |
| 2026-02-17 | Natali Chris | Sell | 1.2K | $40.49 |
| 2026-02-15 | Kereere Suzan | Option exercise | 61K | — |
| 2026-02-15 | Kereere Suzan | Option exercise | 8.5K | — |
| 2026-02-15 | Kereere Suzan | Tax withheld | 32K | $40.29 |
| 2026-02-06 | Keller Frank | Sell | 3.5K | $40.20 |
| 2026-02-02 | DORMAN DAVID W | Grant | 564 | — |
| 2026-02-02 | DORMAN DAVID W | Grant | 1.5K | — |
| 2026-01-15 | Keller Frank | Option exercise | 1.6K | — |
| 2026-01-15 | Keller Frank | Tax withheld | 748 | $57.66 |
| 2026-01-15 | Webster Aaron | Option exercise | 5.9K | — |
| 2026-01-15 | Webster Aaron | Option exercise | 2.6K | — |
| 2026-01-15 | Webster Aaron | Tax withheld | 2.8K | $57.66 |
| 2026-01-15 | Natali Chris | Option exercise | 2.7K | — |
| 2026-01-15 | Natali Chris | Tax withheld | 1.1K | $57.66 |
| 2026-01-15 | Chriss James Alexander | Option exercise | 23K | — |
| 2026-01-15 | Chriss James Alexander | Tax withheld | 9.7K | $57.66 |
| 2026-01-15 | Scotti Diego | Option exercise | 8.6K | — |
| 2026-01-15 | Scotti Diego | Tax withheld | 3.6K | $57.66 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-21 | Exec/director changeShareholder voteExhibits | filing ↗ |
| 2026-05-15 | OtherExhibits | filing ↗ |
| 2026-05-05 | ResultsExhibits | filing ↗ |
| 2026-04-30 | Exec/director changeReg FDExhibits | filing ↗ |
| 2026-03-25 | Exec/director changeExhibits | filing ↗ |
| 2026-02-03 | Exec/director changeReg FDExhibits | filing ↗ |
| 2026-02-03 | ResultsExhibits | filing ↗ |
| 2025-11-17 | Material agreementDebt obligationOtherExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-21 | 2026-05-19 | 0001633917-26-000076 ↗ |
| 8-K | 2026-05-15 | 2026-05-15 | 0001193125-26-226653 ↗ |
| 8-K | 2026-05-05 | 2026-05-05 | 0001633917-26-000065 ↗ |
| 10-Q | 2026-05-05 | 2026-03-31 | 0001633917-26-000067 ↗ |
| 8-K | 2026-04-30 | 2026-04-24 | 0001193125-26-197533 ↗ |
| DEF 14A | 2026-04-07 | 2026-05-19 | 0001193125-26-145721 ↗ |
| 8-K | 2026-03-25 | 2026-03-20 | 0001633917-26-000059 ↗ |
| 8-K | 2026-02-03 | 2026-02-03 | 0001633917-26-000021 ↗ |
| 8-K | 2026-02-03 | 2026-02-02 | 0001193125-26-035860 ↗ |
| 10-K | 2026-02-03 | 2025-12-31 | 0001633917-26-000024 ↗ |
| 8-K | 2025-11-17 | 2025-11-11 | 0001193125-25-284822 ↗ |
| 8-K | 2025-11-14 | 2025-11-14 | 0001193125-25-283161 ↗ |