PYPL PayPal Holdings, Inc.

NEUTRAL Impact: 4/10 DEFA14A
Horizon days Filed Apr 7, 2026 Processed 2mo ago SEC 0001193125-26-145733
Proxy solicitation materials
Latest settled — T+20d
PYPL ▲ +1.43% at T+20d
NEUTRAL call ✓ call won +1.43% · α vs SPY -7.12% · entry $45.84 → $46.49
Next anchor: T+60d in 19d
Currently $41.53 · -9.39% from $45.84 entry
Entry anchored
Apr 7, 04:35 PM ET
via Databento tick
T+1d
+0.24%
call +0.24% · α -0.33%
$45.95
settled 2mo ago
T+5d
+8.12%
call +8.12% · α +4.60%
$49.56
settled 2mo ago
T+20d
+1.43%
call +1.43% · α -7.12%
$46.49
settled 6w ago
T+60d
call — · α —
in 19d

Price Chart

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Executive Summary

PayPal's 2026 Annual Meeting proxy statement outlines the election of 11 director nominees, including the recent appointment of Alyssa H. Henry and retirement of Gail J. McGovern. The filing also includes a proposal to approve PayPal's 2026 Equity Incentive Award Plan, which management recommends for approval. This follows the recent board changes announced in an 8-K filing.

Actionable Insight

Monitor the outcome of the director elections and equity plan approval at the annual meeting, as these decisions will shape PayPal's leadership and compensation strategy for the coming year.

Key Facts

  • Proxy statement filed for PayPal's 2026 Annual Meeting
  • 11 director nominees are up for election, including Alyssa H. Henry who was recently appointed
  • Gail J. McGovern is retiring and will not stand for re-election
  • Proposal to approve the 2026 Equity Incentive Award Plan is included
  • Management recommends approval of all proposals
  • Follows an 8-K filing announcing board changes

Financial Impact

Minor impact on corporate governance and executive compensation structure

governancecompensation

Risk Factors

  • Shareholder opposition to executive compensation proposals
  • Potential leadership transition challenges with board changes

Market Snapshot

Exchange
Nasdaq
Sector
Services-Business Services, NEC
Analyst Consensus
32% bullish (50 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001193125-26-145733
Document: 0001193125-26-145733-index-headers.html0001193125-26-145733
Document: 0001193125-26-145733-index.html0001193125-26-145733
Document: 0001193125-26-145733.txt0001193125-26-145733
12 reports for PYPL
Performance horizon
100% Hit rate 4 of 4 directional calls best @ T+20▲ +10.67%Jun 6, 2026
Filters
Rows
Reports for PYPL — sortable, filterable
Type Now
Jun 6, 2026
6d ago
ANALYST-DOWNGRADE
BEARISH ★ 4/10
$46.20 $44.93▲ +2.75%▲ +5.04%$41.53 (+10.10%)
May 31, 2026
12d ago
ANALYST-UPGRADE
BULLISH ★ 1/10
$73.87 $74.82▲ +1.29%▲ +0.65%$41.53 (−43.78%)
May 22, 2026
21d ago
ANALYST-UPGRADE
NEUTRAL ★ 1/10
$51.20 $50.93▼ −0.53%▼ −0.58%$41.53 (−18.88%)
May 16, 2026
27d ago
ANALYST-DOWNGRADE
BEARISH ★ 3/10
$49.80 $49.76▲ +0.08%▲ +1.06%$41.53 (+16.60%)
May 8, 2026
5w ago
DEFA14A
NEUTRAL ★ 3/10
$45.06 $44.37▼ −1.53%▼ −1.45%$41.53 (−7.83%)
May 7, 2026
5w ago
ANALYST-DOWNGRADE
NEUTRAL ★ 4/10
$46.20 $45.23▼ −2.09%▼ −3.60%$41.53 (−10.10%)
May 1, 2026
6w ago
ANALYST-UPGRADE
NEUTRAL ★ 2/10
$73.87 $74.82▲ +1.29%▲ +0.65%$41.53 (−43.78%)
Apr 29, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$50.93 $46.49▼ −8.71%▼ −11.82%$41.53 (−18.45%)
Apr 22, 2026
7w ago
ANALYST-UPGRADE
NEUTRAL ★ 1/10
$51.20 $49.37▼ −3.57%▼ −3.62%$41.53 (−18.88%)
Apr 7, 2026
9w ago
DEFA14A
NEUTRAL ★ 4/10
$45.84 $49.56▲ +8.12%▲ +4.60%$41.53 (−9.39%)
Showing 10 of 12

US Market Status

Market Closed — Opens Mon (48h 47m)

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