PayPal Holdings 配当と自社株買い
配当金 基準チェック /26
PayPal Holdingsは配当を支払う会社で、現在の利回りは1.06%ですが、利益によって十分にカバーされています。次の支払い日は 25th September, 2026で、権利落ち日は4th September, 2026 。
主要情報
1.1%
配当利回り
14.0%
バイバック利回り
| 総株主利回り | 15.0% |
| 将来の配当利回り | 1.2% |
| 配当成長 | n/a |
| 次回配当支払日 | 25 Sep 26 |
| 配当落ち日 | 04 Sep 26 |
| 一株当たり配当金 | n/a |
| 配当性向 | 10% |
最近の配当と自社株買いの更新
Recent updates
Seeking Alpha • Sep 18
PayPal: Valuation Realities, Takeover Bid, And Option Dynamics
Summary PayPal Holdings, Inc. faces a functional share price ceiling near $60, revealed by the stalled Stripe/Advent takeover bid. With a current price of $53, PYPL’s upside is limited to roughly 13%, and its 9.8x P/E does not signal deep value amid competitive pressures. Projected EPS growth remains modest, yielding a PEG ratio of 1.75x, even if the anticipated growth acceleration materializes through 2029. Investors who want to engage or hedge should note the unusually muted implied volatility and consider option strategies. Read the full article on Seeking Alpha
ナラティブ更新 • Sep 17
PYPL: Turnaround Execution And Deal Uncertainty Will Guide Future Repricing
For this Narrative Update on PayPal Holdings, the analyst price target framework softens slightly, with fair value edging from about $59.16 to $57.07. This reflects modestly lower revenue growth assumptions, a slightly higher discount rate, and a somewhat lower future P/E multiple, even as analysts highlight Q2 earnings strength, takeover speculation, and potential value in PayPal's broader payments and wallet assets.
ナラティブ更新 • Sep 03
PYPL: Turnaround And M&A Reset Will Drive Future Rerating Potential
PayPal Holdings' analyst fair value estimate has been reset from about $94.54 to $75.68 as analysts factor in slightly softer revenue growth assumptions, a modestly higher discount rate, and a lower future P/E multiple, while still acknowledging improved profitability and supportive Street research that points to stronger fundamentals and ongoing takeover interest. Analyst Commentary Recent Street research around PayPal highlights a mix of views, but the tone from several firms has become more constructive as Q2 results, takeover headlines, and management commentary reshape how analysts think about the stock.ナラティブ更新 • Aug 14
PYPL: Turnaround Execution And M&A Standoff Will Shape Future Repricing
Analysts have lifted the implied fair value for PayPal Holdings to $59.16 from $52.42, citing Q2 earnings that supported stronger Branded Checkout and payment volume trends, along with updated models that reflect slightly higher expected revenue growth and a modestly richer future P/E multiple, despite some offset from operating expenses. Analyst Commentary Recent research on PayPal Holdings points to a more divided view than the move in implied fair value alone might suggest.
新しいナラティブ • Aug 05
Ten Percent More Volume, One Percent More Transaction Margin
Read the two profit lines together. GAAP net income of $1,104 million was down 12% year over year.ナラティブ更新 • Aug 04
PayPal: PayPal Doesn't Need to Grow – It Needs to Stop Falling – A Mispriced Cash Machine With a Cannibal Buyback
In my pre-earnings update I committed to reading three things. Here is the readout: 1.ナラティブ更新 • Jul 31
PYPL: Turnaround And AI Reorganization Will Drive Future Rerating Potential
Analysts have raised the average price target for PayPal Holdings as the updated fair value estimate moves from $89.38 to $94.54, supported by recent research that points to stabilizing branded checkout trends, a Q2 earnings beat, and ongoing turnaround efforts under new leadership. Analyst Commentary Recent research around PayPal Holdings points to a more constructive tone from a number of bullish analysts following the Q2 report.
新しいナラティブ • Jul 27
The Underrated Transformation of a Digital Payments Giant
The Underrated Transformation of a Digital Payments Giant I have been invested in PayPal for several years and have consciously decided to increase my position further. The reason is not short-term speculation, but rather my conviction that the market is currently underestimating the company’s long-term development and potential.
新しいナラティブ • Jul 17
PayPal: Undervalued Cash Flow Machine or Value Trap?
Investment Summary PayPal remains one of the largest digital payments platforms globally, yet the market continues to value the company as a mature, low-growth payments processor rather than a business capable of generating durable free cash flow and high returns on invested capital. Based on my discounted cash flow (DCF) analysis, PayPal appears materially undervalued, with an intrinsic value of $106.44 per share , representing approximately 88% upside from the current share price of $56.56.ナラティブ更新 • Jul 17
PYPL: M&A Standoff And AI Restructuring Will Shape Future Repricing
Analysts have nudged the fair value estimate for PayPal Holdings higher from $51.35 to $52.42. This primarily reflects tighter discount rate assumptions, while core growth and margin views remain broadly intact amid ongoing M&A speculation and recent price target resets across the Street.ナラティブ更新 • Jul 15
An Offer Below Fair Value – Why $60.50 Is the Floor, Not the Ceiling
Reuters reported today that Stripe and Advent International (with Block as third equity partner) submitted an all-cash offer of $60.50 per share, valuing PayPal at more than $53 billion, backed by roughly $50 billion in committed bank financing. The board has not responded yet, a board meeting is expected around July 20.ナラティブ更新 • Jul 13
PayPal Holdings will keep their fair value of $65 consistent
Pre-earnings update (July 13) – checkpoint ahead, fair value unchanged Q2 results come July 28 (consensus: EPS $1.28, roughly -9% as guided; revenue ~$8.5B). The number itself matters less than three things I will read closely: 1.新しいナラティブ • Jul 02
PayPal: PayPal Doesn't Need to Grow – It Needs to Stop Falling – A Mispriced Cash Machine With a Cannibal Buyback
The market prices PayPal (~8x earnings) as a structurally dying payments company. The numbers show something else: ~$6.8B in annual free cash flow, a net-cash balance sheet (~$13.5B cash vs.ナラティブ更新 • Jun 17
PYPL: AI Commerce Restructuring And Buybacks Will Drive Future Rerating
Analysts have modestly lifted their fair value estimate for PayPal Holdings, moving the implied price target from about $79 to roughly $89. They cited slightly refined discount rate and revenue growth assumptions, along with a higher projected profit margin and a small upward adjustment in future P/E expectations.分析記事 • Jun 16
PayPal (PYPL) Stock Could Be 48.2% Undervalued As New Partnerships Draw Attention
Recent attention on PayPal Holdings (PYPL) has centered on high profile investors publicly flagging the stock as discounted, at the same time that fresh partnerships and leadership changes are reshaping how the payments company talks about its future. See our latest analysis for PayPal Holdings. Despite partnerships like Shopware Payments and Hey Savi’s AI commerce launch putting PayPal Holdings at the center of new payment flows, the recent 1-day and 7-day share price returns of 2.31% and...ナラティブ更新 • Jun 03
PYPL: AI Restructuring And Breakup Watchlist Status Will Drive Future Repricing
Analysts now place PayPal's fair value price target at about $51.35, down from roughly $53.00. This reflects slightly softer modeled revenue growth, profit margins, and future P/E assumptions, along with a modestly higher discount rate.
新しいナラティブ • May 23
$PYPL Options Are Cheap
I’ve been reading up on some pretty decent research on PYPL, and initially I wasn’t planning to write “yet another PYPL article” about it. Yet something caught my eye — its long-term options are cheap given the risk:reward exposure.
ナラティブ更新 • May 20
PYPL: Takeover Interest Will Likely Fail To Offset Competitive Erosion
Analysts have trimmed their blended PayPal price target by about $1 to reflect slightly softer revenue growth and margin assumptions, even as some recent research highlights potential breakup scenarios and takeover interest that could support valuation over time. Analyst Commentary Recent research on PayPal has been mixed, with some firms lifting price targets and highlighting potential corporate activity, while others are taking a more cautious stance on growth, execution, and competitive pressures.ナラティブ更新 • Apr 30
PYPL: Takeover And Breakup Chatter Will Likely Fail To Offset Competitive Pressures
Analyst price targets for PayPal Holdings have moved higher by several dollars to the mid to upper $40s and $50s, as analysts weigh fresh breakup and takeover chatter against a series of recent target cuts and new Neutral ratings. This leaves the fair value estimate broadly unchanged, but the narrative is now more focused on potential corporate actions than on core operating shifts.ナラティブ更新 • Apr 16
PYPL: Takeover Chatter And Mixed Ratings Will Shape Future Repricing Debate
The analyst price target for PayPal has been nudged higher to align with a fair value estimate of about $53, as analysts balance mixed rating changes and takeover chatter with slightly adjusted assumptions for growth, margins, and future P/E. Analyst Commentary Recent research on PayPal reflects a split tape, with some firms flagging valuation support and takeover optionality, while others focus on competitive pressure, execution risk, and trimmed price targets across the coverage universe.ナラティブ更新 • Apr 02
PYPL: Reported Takeover Interest Will Drive Future Repricing Debate
Analysts have nudged the fair value estimate for PayPal Holdings slightly higher to about $52.74, citing modestly stronger assumptions for revenue growth and profit margins, along with a still restrained future P/E multiple and a cluster of recent Neutral ratings that balance ongoing competitive and execution questions with interest from potential acquirers. Analyst Commentary Recent research coverage on PayPal has tilted toward more neutral stances, with several firms reiterating or initiating ratings that sit between outright bullish and bearish.ナラティブ更新 • Mar 19
PYPL: Rising Checkout Competition Will Likely Keep Takeover Hopes From Repricing Shares
Analysts have reset PayPal Holdings' fair value estimate from $51.00 to $32.00, as they factor in more muted revenue growth, softer profit margins, a lower future P/E multiple, and a wave of reduced price targets and Neutral ratings driven by rising competitive pressures and questions around the durability of branded checkout share. Analyst Commentary Recent Street research on PayPal reflects a split view.ナラティブ更新 • Mar 05
PYPL: Reported Takeover Interest Will Support Future Upside Repricing
The analyst price target for PayPal increases slightly to $52 from $51.88 as analysts weigh a long list of recent target cuts and downgrades against ongoing views that the shares are undervalued and could draw buyer interest at a higher valuation multiple. Analyst Commentary Recent research on PayPal highlights a split view, with some firms trimming price targets or moving to Neutral ratings while others argue that the stock screens as undervalued, especially in the context of reported takeover interest.ナラティブ更新 • Feb 19
PYPL: AI Commerce Partnerships And Share Buybacks Will Support Future Upside
The Analyst Price Target for PayPal Holdings has been reset lower from $73.33 to $51.88, reflecting analysts' updated views on softer revenue growth, slightly weaker profit margins, and a more conservative future P/E following a wave of price target cuts and rating changes across the Street. Analyst Commentary Recent research on PayPal Holdings reflects a mixed but more cautious tone, with many firms cutting price targets and adjusting ratings, while a smaller group highlights reasons to stay constructive on the story.分析記事 • Feb 05
Why Investors Shouldn't Be Surprised By PayPal Holdings, Inc.'s (NASDAQ:PYPL) 31% Share Price Plunge
To the annoyance of some shareholders, PayPal Holdings, Inc. ( NASDAQ:PYPL ) shares are down a considerable 31% in the...ナラティブ更新 • Feb 05
PYPL: AI Commerce Partnerships And Buybacks Will Drive Future Reassessment
The analyst price target for PayPal Holdings has been revised from $105.86 to $79.19. This reflects analysts' updates to fair value, growth, profitability and future P/E assumptions following a broad wave of target cuts and rating changes across the Street.
新しいナラティブ • Jan 23
PayPal’s Acquisition of Cymbio: Deepening Agentic Commerce Capabilities, Expanding AI Distribution, and Reinforcing Merchant-Centric Growth
Author: Qudus Adebara (Founder of Wane Investment House) PayPal Holdings, Inc. (NASDAQ: PYPL) has announced an agreement to acquire Cymbio , a multi-channel orchestration and commerce enablement platform, marking a strategically significant step in PayPal’s evolution from a payments company into a full-stack, AI-native commerce partner.ナラティブ更新 • Jan 21
PYPL: AI Commerce And ChatGPT Wallet Integration Will Support Future Upside
Analysts have trimmed their blended price target on PayPal Holdings to about $73 from roughly $77. This reflects slightly lower assumptions for revenue growth, profit margins, and future P/E, as recent research has emphasized tempered expectations for branded checkout momentum and market share.ナラティブ更新 • Jan 07
PYPL: AI Commerce And ChatGPT Integration Will Drive Future Upside Potential
Analysts have trimmed their blended fair value estimate for PayPal Holdings to about $76.75 from roughly $82.00, reflecting slightly lower modeled revenue growth, profit margins, and future P/E assumptions, even as several firms recently raised price targets on the back of steady operating progress and new partnerships. Analyst Commentary Recent research on PayPal shows a split between analysts who see the Q3 update and product shifts as a reason to lean more constructive, and those who remain cautious on execution, competitive pressure, and margin risk.ナラティブ更新 • Dec 30
PayPal Stock: The Shift From Growth at Any Cost to Payments With Discipline
PayPal (NASDAQ: PYPL) has spent the past two years doing something the market often demands but rarely rewards in real time: resetting expectations. After a long stretch defined by rapid user expansion and sprawling product initiatives, the company is refocusing on fundamentals—transaction margins, operating leverage, and capital returns.ナラティブ更新 • Dec 20
PYPL: Future OpenAI Partnership Upside Will Likely Fail To Justify Current Pricing
Analysts modestly raise their price expectations for PayPal, with our updated fair value estimate moving from $62.00 to $71.00 per share. This reflects improving revenue growth and profit margin assumptions alongside a lower future P E multiple, as recent Street research highlights steady operational progress, expanding BNPL and Venmo contributions, and incremental upside from the new OpenAI partnership despite ongoing macro and competitive headwinds.ナラティブ更新 • Dec 05
PYPL: AI Commerce Partnerships Will Drive Future Upside Potential
Analysts have modestly raised their price target on PayPal Holdings to a range of about $80 to $100 per share, reflecting greater confidence in accelerating revenue growth, improving contributions from unbranded processing and Buy Now, Pay Later, and new AI driven partnerships, even as they temper expectations for near term profitability and valuation multiples. Analyst Commentary Recent research commentary reflects a more constructive stance on PayPal, with several bullish analysts raising price targets into the high $70s to low $100s as execution improves across core and newer initiatives.ナラティブ更新 • Nov 04
Why PayPal’s Growth Story Isn’t Over
PayPal Stock: Growth Is Back, Dividend Introduced PayPal (NASDAQ: PYPL) delivered a stronger-than-expected Q3 2025 and, for the first time in its history, announced a quarterly dividend — signaling confidence in its ability to generate consistent free cash flow. Revenue climbed 7% year-over-year to $8.4 billion , while transaction margin dollars rose 6% to $3.9 billion.ナラティブ更新 • Oct 21
Analyst Commentary Highlights Mixed Outlook and Modest Valuation Changes for PayPal Holdings
Analysts have reduced their fair value estimate for PayPal Holdings slightly from $82.52 to $82.22. They cite ongoing transaction margin headwinds and near-term uncertainty in branded checkout growth as the main drivers for the modest adjustment.決済の安定と成長
配当データの取得
安定した配当: PYPLは配当の支払いを開始したばかりなので、配当金の支払いが安定しているかどうかを判断するのは時期尚早です。
増加する配当: PYPLは配当の支払いを開始したばかりなので、配当金が増加するかどうかを判断するのは時期尚早です。
配当利回り対市場
| PayPal Holdings 配当利回り対市場 |
|---|
| セグメント | 配当利回り |
|---|---|
| 会社 (PYPL) | 1.1% |
| 市場下位25% (US) | 1.4% |
| 市場トップ25% (US) | 4.2% |
| 業界平均 (Diversified Financial) | 1.0% |
| アナリスト予想 (PYPL) (最長3年) | 1.2% |
注目すべき配当: PYPLの配当金 ( 1.06% ) はUS市場の配当金支払者の下位 25% ( 1.37% ) と比べると目立ったものではありません。
高配当: PYPLの配当金 ( 1.06% ) はUS市場の配当金支払者の上位 25% ( 4.19% ) と比較すると低いです。
株主への利益配当
収益カバレッジ: PYPL の配当性向 (10.5%) は低いため、配当金の支払いは利益によって十分にカバーされます。
株主配当金
キャッシュフローカバレッジ: PYPLは 現金配当性向 ( 7.3% ) が低いため、配当金の支払いはキャッシュフローによって完全にカバーされています。
高配当企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/21 04:00 |
| 終値 | 2026/09/21 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
PayPal Holdings, Inc. 41 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。73
| アナリスト | 機関 |
|---|---|
| Oliver Lester | Arete Research Services LLP |
| Richard Kramer | Arete Research Services LLP |
| Stephen Biggar | Argus Research Company |