PayPal Holdings, Inc.
boothcheck covers PayPal Holdings, Inc. (PYPL) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 3, 2026.
- At about $42 (as of June 27, 2026) PayPal trades near 7 times operating income, low enough that the price sits below what even a modest ongoing decline in operating profit would warrant. Every valuation family supports the price, which is rare for a business of this quality. - The balance sheet is strong, with net debt near zero, interest coverage above 13 times, and a buyback shrinking the share count by roughly 6% a year. A 17.9% operating margin says the business is still highly profitable.
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1,453 institutional managers reported holding PYPL in 13F filings for the quarter ended 2026-03-31. Together they hold about 70% of the company; the top 10 hold 36%. 123 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 54.3M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (3.4 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
PYPL has cut its share count 22.2% over the past five years, spending $24.71B on repurchases. It pays a dividend; the current rate is $0.14 a share annually. Cash returned over the past three years: $130.00M in dividends and $15.70B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at PYPL over the trailing three years: 2026: 1 buy totaling $255k. 20 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
PYPL's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-04 | -15.0% | -7.9% |
| 2023-11-03 | +6.3% | +7.2% |
| 2024-02-09 | -11.9% | +9.6% |
| 2024-05-01 | -1.3% | -9.8% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
PYPL's latest 8-K filings: 2026-07-28 (items 2.02, 9.01); 2026-05-21 (items 5.02, 5.07, 9.01); 2026-05-15 (items 8.01, 9.01); 2026-05-05 (items 2.02, 9.01); 2026-04-30 (items 5.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 3, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.