{"filings":[{"id":470719,"accession_number":"0001193125-26-226653","cik":1633917,"company_name":"PayPal Holdings, Inc.","ticker":"PYPL","form_type":"8-K","filed_at":"2026-05-15T20:06:19+00:00","items":["8.01","9.01"],"status":"ready","headline":"PayPal issues $2.0B senior notes in three tranches with maturities 2028-2036","event_type":"debt","confidence":"high","bullets":["Issued $650M of 4.550% notes due 2028, $850M of 4.950% notes due 2031, and $500M of 5.550% notes due 2036.","Notes are unsecured senior obligations, rank equally with existing unsecured debt, structurally subordinated to subsidiary liabilities.","Change-of-control put provision at 101% of principal if both change of control and rating downgrade below investment grade occur.","Interest payable semi-annually on June 1 and December 1, starting December 1, 2026.","Issued under existing S-3 shelf registration; no specific use of proceeds disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94247,"accession_number":"0001633917-26-000065","cik":1633917,"company_name":"PayPal Holdings, Inc.","ticker":"PYPL","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PayPal Q1 revenue up 7% to $8.4B; GAAP EPS down 6% to $1.21, non-GAAP EPS up 1% to $1.34","event_type":"earnings","confidence":"high","bullets":["GAAP operating income fell 3% to $1.5B; operating margin contracted 182 bps to 17.8%.","TPV grew 11% to $464.0B; payment transactions up 7% to 6.5B.","Active accounts flat at 439M, down 0.2M sequentially; free cash flow $0.9B.","Board declared $0.14 per share dividend, payable June 25, 2026 to record holders June 4.","New CEO Enrique Lores highlights steps to sharpen strategy and simplify organization."],"consensus_eps_estimate":null,"consensus_eps_actual":1.21,"consensus_revenue_estimate":null,"consensus_revenue_actual":8353000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94246,"accession_number":"0001193125-26-197533","cik":1633917,"company_name":"PayPal Holdings, Inc.","ticker":"PYPL","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"PayPal reorganizes into three business units; two EVPs depart","event_type":"leadership","confidence":"high","bullets":["Michelle Gill (EVP Small Business & Financial Services) and Diego Scotti (EVP Consumer Group) to depart effective June 2, 2026.","New operating model: Checkout Solutions & PayPal, Consumer Financial Services & Venmo, Payment Services & Crypto.","Frank Keller appointed President of Checkout Solutions & PayPal; Alexis Sowa interim lead for Consumer Financial Services & Venmo; Jeff Pomeroy interim lead for Payment Services & Crypto.","Antonio Lucio joins as CMO & Corporate Affairs Officer; Anshu Bhardwaj as Chief AI Transformation & Simplification Officer.","CEO Enrique Lores says reorganization aims to accelerate growth, simplify operations, and sharpen accountability."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106460,"accession_number":"0001633917-26-000059","cik":1633917,"company_name":"PayPal Holdings, Inc.","ticker":"PYPL","form_type":"8-K","filed_at":"2026-03-25T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"PayPal appoints former Block CEO Alyssa Henry to board; Gail McGovern to retire","event_type":"leadership","confidence":"high","bullets":["Alyssa H. Henry, former CEO of Block Inc.'s Square, appointed to PayPal Board effective March 25, 2026, filling a new 12th seat.","Henry will serve on Compensation and Risk & Compliance Committees; will receive standard independent director compensation.","Gail J. McGovern will not stand for re-election at the 2026 Annual Meeting in May; decision unrelated to any disagreement.","Board size will reduce from 12 to 11 directors immediately before the Annual Meeting.","Independent Director Ann Sarnoff to succeed McGovern as chair of Corporate Governance and Nominating Committee."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106459,"accession_number":"0001633917-26-000021","cik":1633917,"company_name":"PayPal Holdings, Inc.","ticker":"PYPL","form_type":"8-K","filed_at":"2026-02-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PayPal Q4 2025 revenue $8.7B (+4%), GAAP EPS $1.53 (+38%); appoints Enrique Lores as CEO","event_type":"earnings","confidence":"high","bullets":["Q4 2025 net revenue $8.7B, up 4% YoY; TPV $475.1B, up 9%.","GAAP EPS $1.53 (+38%); non-GAAP EPS $1.23 (+3%). Full-year GAAP EPS $5.41 (+35%).","Transaction margin dollars (excl. interest) up 4% to $3.7B in Q4.","Board appoints Enrique Lores as next President and CEO, effective future date; interim CEO Jamie Miller cited execution issues in branded checkout.","Active accounts 439M, up 1.1% YoY; TPA ex-PSP up 5%."],"consensus_eps_estimate":null,"consensus_eps_actual":5.41,"consensus_revenue_estimate":null,"consensus_revenue_actual":33172000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106458,"accession_number":"0001193125-26-035860","cik":1633917,"company_name":"PayPal Holdings, Inc.","ticker":"PYPL","form_type":"8-K","filed_at":"2026-02-03T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"PayPal CEO Alex Chriss resigns; Enrique Lores (ex-HP CEO) appointed effective March 1","event_type":"leadership","confidence":"high","bullets":["Alex Chriss resigns as CEO and board member effective Feb 2; Enrique Lores appointed President/CEO effective March 1, 2026.","Jamie Miller, CFO and COO, named Interim CEO effective immediately until Lores assumes role.","Board states pace of change and execution did not meet expectations, necessitating leadership change.","Lores gets $1.45M base, 200% bonus target, $20M make-whole RSUs (3-year vest), $16.5M annual RSUs/PSUs, $25M one-time PSU.","Chriss eligible for severance per Executive Severance Plan; Miller receives $3M cash retention award vesting 67% in 2027, 33% in 2028."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122803,"accession_number":"0001193125-25-284822","cik":1633917,"company_name":"PayPal Holdings, Inc.","ticker":"PYPL","form_type":"8-K","filed_at":"2025-11-17T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"PayPal signs €65B BNPL receivables sale agreement with KKR through March 2028","event_type":"other_material","confidence":"high","bullets":["Up to €65B of UK and European BNPL loan receivables to be sold to KKR over 28-month commitment period.","Covers France, Germany, Italy, Spain, UK; expected to close in Q4 2025.","PayPal will continue underwriting and servicing; balance-sheet-light model supports capital return.","Agreement already incorporated in PayPal's Q4 and FY2025 guidance issued October 28, 2025.","Follows initial 2023 partnership; KKR credit funds to purchase majority of European BNPL receivables."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122802,"accession_number":"0001193125-25-283161","cik":1633917,"company_name":"PayPal Holdings, Inc.","ticker":"PYPL","form_type":"8-K","filed_at":"2025-11-14T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"PayPal establishes $5B commercial paper program for general corporate purposes","event_type":"debt","confidence":"high","bullets":["Aggregate principal of notes outstanding at any time not to exceed $5.0 billion.","Notes are short-term, unsecured, with maturities up to 397 days from issuance.","Net proceeds used for general corporate purposes; revolving credit facility serves as liquidity backstop.","No notes issued as of November 14, 2025 filing date.","Program exempt from Securities Act registration; sold under Section 4(a)(2)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122801,"accession_number":"0001633917-25-000194","cik":1633917,"company_name":"PayPal Holdings, Inc.","ticker":"PYPL","form_type":"8-K","filed_at":"2025-10-28T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"PayPal Q3 2025: Revenue $8.4B (+7%), GAAP EPS $1.30 (+32%), initiates dividend","event_type":"earnings","confidence":"high","bullets":["Net revenues $8.4B (+7% YoY); TPV $458.1B (+8%); GAAP operating income $1.5B (+9%).","GAAP EPS $1.30 (+32% YoY); non-GAAP EPS $1.34 (+12% YoY).","Initiated quarterly dividend of $0.14/share, payable Dec 10, 2025 to holders of record Nov 19.","Raised full-year guidance; expects 6-7% transaction margin dollar growth excluding interest.","Returned $1.5B to shareholders via share repurchases in Q3; $5.7B on trailing 12 months."],"consensus_eps_estimate":null,"consensus_eps_actual":3.88,"consensus_revenue_estimate":null,"consensus_revenue_actual":24496000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139487,"accession_number":"0001633917-25-000158","cik":1633917,"company_name":"PayPal Holdings, Inc.","ticker":"PYPL","form_type":"8-K","filed_at":"2025-07-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PayPal Q2 revenue $8.3B (+5% YoY); GAAP EPS $1.29 (+20%); raises full-year guidance","event_type":"earnings","confidence":"high","bullets":["Net revenue $8.3B (+5% YoY); transaction margin dollars $3.8B (+7% YoY).","GAAP operating income $1.5B (+14%); GAAP operating margin 18.1% (+134 bps).","GAAP EPS $1.29 (+20%); non-GAAP EPS $1.40 (+18%).","Total payment volume $443.5B (+6% YoY); active accounts 438M (+2% YoY).","Raised full-year transaction margin dollar and EPS guidance; repurchased $1.5B of stock in Q2."],"consensus_eps_estimate":null,"consensus_eps_actual":2.58,"consensus_revenue_estimate":null,"consensus_revenue_actual":16079000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157075,"accession_number":"0001633917-25-000124","cik":1633917,"company_name":"PayPal Holdings, Inc.","ticker":"PYPL","form_type":"8-K","filed_at":"2025-06-24T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"PayPal appoints former Estée Lauder GC Deirdre Stanley to board; splits audit/risk committee","event_type":"leadership","confidence":"high","bullets":["Deirdre Stanley, former EVP and General Counsel of Estée Lauder, appointed to PayPal board effective June 24, 2025, expanding board to 12 members.","Board disbanded Audit, Risk and Compliance Committee; created separate Audit & Finance and Risk & Compliance committees.","Carmine Di Sibio chairs new Audit & Finance Committee; David Moffett chairs Risk & Compliance Committee.","Stanley will serve on Corporate Governance & Nominating and Risk & Compliance committees."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157074,"accession_number":"0001633917-25-000105","cik":1633917,"company_name":"PayPal Holdings, Inc.","ticker":"PYPL","form_type":"8-K","filed_at":"2025-06-09T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Shareholders approve 15M share increase to equity plan; all 11 directors elected","event_type":"other_material","confidence":"high","bullets":["Amendment to 2015 Equity Plan approved by 66.1% vote; shares reserved enlarged by 15 million.","All 11 director nominees elected with between 94.2% and 99.7% of votes cast.","Advisory vote on named executive officer compensation passed with 90.0% support.","Two stockholder proposals (charitable giving report, special meeting threshold) rejected overwhelmingly.","Ratification of PricewaterhouseCoopers as independent auditor approved at 91.8%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}