Held by
1
portfolio on TandT
Bookmarked by
0
users
Avg position size
2.7%
of holders' portfolios
13F filers
2
institutions
Market cap
$50.1B
855M shares
52-week range
$38.46 – $79.22
48% from low
Sector
SERVICES-BUSINESS SERVICES, NEC
Exchange
NASDAQ
CS
PayPal was spun off from eBay in 2015 and provides electronic payment solutions to merchants and consumers, with a focus on online transactions. The company had 439 million active accounts at the end of 2025. The company also owns Venmo, a person-to-person payment platform.
www.paypal.com| Trader / Portfolio | Conviction |
|---|---|
| Robinhood Roth IraLiam | — |
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 193,200 | $8.7M |
| Bridgewater Associatesas of 2026-03-31 |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-09-04 | $0.1400 | 2026-09-25 |
| 2026-06-04 | $0.1400 | 2026-06-25 |
| 2026-03-04 | $0.1400 | 2026-03-25 |
| 2025-11-19 | $0.1400 | 2025-12-10 |
| 9,820 |
| $444.2K |
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $34.6B | +4.1% | $5.36 | $5.25–$5.57 | 10.8× | 26 |
| 2027 | $36.1B | +4.1% | $5.78 | $5.28–$6.10 | 10.0× | 26 |
| 2028 | $37.7B | +4.5% | $6.29 | $5.55–$7.04 | 9.2× | 17 |
| 2029 | $38.8B | +3.0% | $6.28 | $6.10–$6.56 | 9.2× | 13 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-28 | $1.28 | $1.38 | +7.8% |
| 2026-05-05 | $1.28 | $1.34 | +4.7% |
| 2026-02-03 | $1.29 | $1.23 | -4.7% |
| 2025-10-28 | $1.20 | $1.34 | +11.7% |
| 2025-07-29 | $1.30 | $1.40 | +7.7% |
| 2025-04-29 | $1.16 | $1.33 | +14.7% |
| 2025-02-04 | $1.11 | $1.19 | +7.2% |
| 2024-10-29 | $1.07 |
| $1.20 |
| +12.1% |
| $74.3B |
| — |
| PNCThe PNC Financial Services Group, Inc. | $255.35 | +0.48% | $101.9B | — |
| SMFGSumitomo Mitsui Financial Group, Inc. | $25.39 | +2.13% | $98.4B | — |
Source: Financial Modeling Prep · peers by sector/industry
DDI
DoubleDown Interactive Co., Ltd. American Depository Shares
1 co-holder · 100% overlap
BMBL
Bumble Inc. Class A Common Stock
1 co-holder · 100% overlap
GRSD
Grandstand Limited Ordinary Shares
1 co-holder · 100% overlap
GGR
Gogoro Inc. Ordinary Shares
1 co-holder · 100% overlap
LNSR
LENSAR, Inc. Common Stock
1 co-holder · 100% overlap
NNDM
Nano Dimension Ltd. American Depositary Shares
1 co-holder · 100% overlap
SIRI
Sirius XM Holdings, Inc
1 co-holder · 100% overlap
GSL
Global Ship Lease, Inc.
1 co-holder · 100% overlap
Ranked by collective conviction (sum of co-holders' % allocation) across public portfolios holding PYPL.
$BABA largest position in the portfolio! Also includes commentary on $PYPL $LULU $FLO https://jbglobalfund.substack.com/p/q2-2026-investor-letter
View on StockTwits ↗$PYPL Did Enrique finally say something after virtual silence for months (except Earnings call)
View on StockTwits ↗$PYPL tom hates also pounded the table on baba 6 years ago at $220 so….
View on StockTwits ↗$PYPL let’s just pop to $73 for $75 offer coming next week!
View on StockTwits ↗$PYPL does the buyout offer potentially freeze the stock price under the offer price for fear of new entry getting stuck with a higher buy than sell price? Wondering
View on StockTwits ↗$PYPL I admit. I’m excited.! lol major shareholder, and call holder! Bring it!
View on StockTwits ↗$PYPL PayPal CEO Sets Targets for Three New Divisions https://share.google/qvSrHFoTkCffo6dz5
View on StockTwits ↗$PYPL Market Chatter: PayPal CEO Weighs Assigning Revenue Targets for 3 Main Units
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.