DEFA14A ·Filed Apr 7, 2026

PYPL

PayPal Holdings, Inc.
NEUTRAL
Impact 4/10
Horizondays Processed5mo ago SEC0001193125-26-145733
Proxy solicitation materials
Actionable Insight • Neutral

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.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d
PYPL ▼ -0.80% at T+60d
NEUTRAL call ✗ call lost -0.80% · α vs SPY -10.97% · entry $45.84 → $45.47
Entry anchored
Apr 7, 04:35 PM ET
via exchange tick
T+1d
+0.24%
call +0.24% · α -0.33%
$45.95
settled 6mo ago
T+5d
+8.12%
call +8.12% · α +4.60%
$49.56
settled 6mo ago
T+20d
+1.43%
call +1.43% · α -7.12%
$46.49
settled 5mo ago
T+60d
-0.80%
call -0.80% · α -10.97%
$45.47
settled 3mo ago

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.

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)

Investment Themes

Fintech & Payments

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
18 reports for PYPL
Performance horizon
83% Hit rate 5 of 6 directional calls best @ T+20▲ +30.13%Jul 8, 2026
Filters
Rows
Reports for PYPL — sortable, filterable
TypeNow
Aug 31, 2026
4w ago
Court Ruling
BULLISH ★ 6/10
$52.67 $53.89▲ +2.32%▲ +2.69%$52.83 (+0.31%)
Aug 19, 2026
6w ago
Court Ruling
NEUTRAL ★ 2/10
$61.25 $52.94▼ −13.57%▼ −11.62%$52.83 (−13.75%)
Aug 12, 2026
7w ago
Court Ruling
BULLISH ★ 6/10
$59.20 $53.31▼ −9.95%▼ −8.05%$52.83 (−10.76%)
Jul 30, 2026
9w ago
Insider Cluster
NEUTRAL ★ 2/10
$57.21 $53.65▼ −6.23%▼ −9.22%$52.83 (−7.66%)
Jul 28, 2026
9w ago
8-K
BULLISH ★ 6/10
$58.32 $62.27▲ +6.77%▲ +3.39%$52.83 (−9.41%)
Jul 24, 2026
10w ago
ANALYST-UPGRADE
NEUTRAL ★ 4/10
$56.15 $61.55▲ +9.62%▲ +5.99%$52.83 (−5.91%)
Jul 16, 2026
11w ago
ANALYST-UPGRADE
NEUTRAL ★ 3/10
$56.56 $61.66▲ +9.02%▲ +4.57%$52.83 (−6.59%)
Jul 14, 2026
11w ago
Court Ruling
NEUTRAL ★ 1/10
$47.37 $59.00▲ +24.55%▲ +22.06%$52.83 (+11.53%)
Jul 10, 2026
12w ago
Court Ruling
NEUTRAL ★ 1/10
$46.32 $59.04▲ +27.45%▲ +25.03%$52.83 (+14.05%)
Jul 8, 2026
12w ago
ANALYST-UPGRADE
BULLISH ★ 3/10
$44.53 $57.95▲ +30.13%▲ +26.86%$52.83 (+18.64%)
Showing 10 of 18

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