SecBot SecBot

PAYP

PayPay Corp
Nasdaq· Services-Business Services, NEC· Inc. M0· CIK 0002080845 Software & IT
$14.36 −0.66 (−4.39%)
Oct 26 4:00 PM ET · prev $15.02
Market cap
$10.3B
Large cap
Consensus
Buy
83% Buy or better · 18 analysts
Median target
🔒 Subscribers only
Next earnings
Nov 4
in 9 days
Since first trade
−20.9%
from $18.16 · Mar 12
30 days
−10.3%
from $16.00
Range since listing
$12.37–24.56
−42% from high · low Jun 18
Avg volume 20D
572.6K
shares / day
Short interest
3.50M
≈0.5% of shares · +35.3%
Days to cover
6.0
at average volume
Insider net
$0
no open-market trades · 12 mo
New fund stakes
2
Q2 2026 13F · 1 exit
SecBot read BULLISH 3 reports · 90 days
Balance 0 bearish · 3 bullish oldest → newest, height = score
Avg score ·High conf. 2/3 ·Next Earnings date, Nov 4, 2026
Strongest BULLISH PayPay Corp reported a strong Q1 FY2027 (June 2026 quarter) with total revenue of ¥109.8B (+27.4% YoY)…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

Signal stack

Where each data set points today.

  • InsidersNO TRADES

    No open-market buys or sells in 12 months. Recent filings are awards, exercises and tax withholding.

  • InstitutionsMIXED

    Q2 2026: 5 added (2 new), 7 trimmed or exited. Largest new: Norges Bank $47.3M, Valueact Holdings, $30.9M.

  • AnalystsBULLISH

    15 of 18 rate it Buy or better.

  • Short sellersBUILDING

    Short interest +35.3% to 3.50M shares. 6.0 days to cover, ≈0.5% of shares.

  • TrendDOWNTREND

    10% below its 50-day average.

Who's buying

13F· Q2 2026
2
new positions
1
exit
$78.2M
in new stakes
FundMoveSharesValue
NORGES BANKNEW3,300,000$47.3M
ValueAct Holdings, L.P.NEW2,154,800$30.9M
WCM INVESTMENT MANAGEMENT, LLCADD1,528,475$22.3M
SCHRODER INVESTMENT MANAGEMENT GROUPDOUBLED1,521,391$21.8M
Sumitomo Mitsui Trust Group, Inc.ADD838,253$12.0M
MILLENNIUM MANAGEMENT LLCTRIM821,202$11.8M
UBS Group AGTRIM720,047$10.3M
VOYA INVESTMENT MANAGEMENT LLCTRIM147,935$2.1M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

18 analysts
Buy 83% rate it Buy or better
Strong Buy5Buy10Hold3Sell0Strong Sell0

Fresh Price Targets

Analyst price targets updated within the last 24 hours are for subscribers only.

Subscribe for Full Access
Recent actions
DateFirmActionRating
Aug 25, 2026Wolfe Research
MAINTAIN
MAINTAINOutperform
Aug 4, 2026Mizuho
MAINTAIN
MAINTAINOutperform
Aug 3, 2026Citigroup
MAINTAIN
MAINTAINNeutral
Jul 23, 2026Morgan Stanley
UPGRADE
UPGRADEOverweight

Insider ledger

Form 4
$0
open-market buys or sells · 12 mo
DateInsiderTypeValue
Jun 10, 2026
Kagechika Wataru
See Remarks
EXERCISE$27.6K
Jun 10, 2026
Kagechika Wataru
See Remarks
EXERCISE17 sh
Jun 9, 2026
Nakayama Ichiro
See Remarks
EXERCISE$21.1K
Jun 9, 2026
Nakayama Ichiro
See Remarks
EXERCISE13 sh
Jun 9, 2026
Yasuda Masamichi
See Remarks
EXERCISE$38.9K
Jun 9, 2026
Yasuda Masamichi
See Remarks
EXERCISE24 sh
Jun 8, 2026
Nakayama Ichiro
Director
EXERCISE$441.2K
Jun 8, 2026
Nakayama Ichiro
Director
EXERCISE272 sh

Earnings setup

Estimates
Nov 4
reports in 9 days

Revision history: 🔒 Fresh data, subscribers only

PeriodEPS est.Range30D rev.Revenue
Current Q🔒 Fresh data, subscribers only
Next Q🔒 Fresh data, subscribers only
Current FY🔒 Fresh data, subscribers only
Next FY🔒 Fresh data, subscribers only

Short side

FINRA· Sep 30, 2026
3,504,699
shares short
+35.3%
vs prior settlement
6.0
days to cover
≈0.5%
of shares outstanding
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 Short interest report
Short Interest: PAYP up 35% to 3.5M shares
Settlement 2026-09-30 | Days to cover: 5.96 | ≈0.52% of shares outstanding (est.)
Aug 7, 2026 SEC
PayPay Corp reported a strong Q1 FY2027 (June 2026 quarter) with total revenue of ¥109.8B (+27.4% YoY), operating…
6-K — Impact 7/10
Jul 31, 2026 SEC
PayPay announced a strategic capital and business alliance with Seven & i Holdings, including acquiring a 2.13% stake…
6-K — Impact 7/10
Jul 30, 2026 SEC
PayPay Corp reported a strong fiscal Q1 2026 with Total Revenue of ¥109.8B (+27% YoY), Profit for the period of ¥19.7B…
6-K — Impact 7/10
Jun 30, 2026 Inst.
NORGES BANK — NEW
3,300,000 shares ($47.3M)
Jun 30, 2026 Inst.
ValueAct Holdings, L.P. — NEW
2,154,800 shares ($30.9M)
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
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Nov 4, 2026
Earnings date
PAYP Q2 2026 Earnings Scheduled — 2026-11-04
Recent
Sep 30, 2026
Short interest
Short Interest: PAYP up 35% to 3.5M shares
Settlement 2026-09-30 | Days to cover: 5.96 | ≈0.52% of shares outstanding (est.)
Jul 31, 2026
Earnings date
PAYP Q1 2026 Earnings Scheduled — 2026-07-31
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 7, 2026
Earnings date
PAYP Q4 2025 Earnings Scheduled — 2026-05-07

SecBot reports

8 filings · 6 bullish · 0 bearish · 2 neutral
All PAYP filing & press-release reports (8)