Paypay Corp. (PAYP) Stock Rises on Q4 2026 Earnings

By: Quiver EarningsTracker

Posted: 1 day, 17 hours ago / May 6, 2026 9:15 p.m. UTC

PAYP

Paypay Corp. (PAYP) reported Q4 2026 results with notable top-line growth and margin improvement: revenue rose to $644.3 million (+60.5% year‑over‑year) while gross profit increased to $467.2 million (+114.4% YoY).

Operating profit reached $120.3 million (+108.4% YoY).

Net income attributable to common shareholders was $85.2 million (down 99.1% YoY).

Diluted earnings per share came in at $0.13 (flat year‑over‑year).

Balance sheet and cash‑flow highlights:

Cash and cash equivalents: $2.29 billion (down 7.2% YoY).

Cash from operating activities: -$602.9 million (down 31.5% YoY).

Purchases of property, plant and equipment: -$8.47 million (down 29.3% YoY).

Total liabilities: $29.92 billion (up 17.5% YoY).

Stock price change since market close: +2.24%.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Paypay Corp. Hedge Fund Activity

We have seen 8 institutional investors add shares of Paypay Corp. stock to their portfolio, and 0 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS GROUP AG added 2,626,397 shares (+inf%) to their portfolio in Q1 2026, for an estimated $56,047,311
SUMITOMO MITSUI TRUST GROUP, INC. added 642,029 shares (+inf%) to their portfolio in Q1 2026, for an estimated $13,700,898
SEVEN GRAND MANAGERS, LLC added 292,000 shares (+inf%) to their portfolio in Q1 2026, for an estimated $6,231,280
TEACHER RETIREMENT SYSTEM OF TEXAS added 200,000 shares (+inf%) to their portfolio in Q1 2026, for an estimated $4,268,000
ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. added 100,000 shares (+inf%) to their portfolio in Q1 2026, for an estimated $2,134,000
SBI SECURITIES CO., LTD. added 67,089 shares (+inf%) to their portfolio in Q1 2026, for an estimated $1,431,679
E FUND MANAGEMENT CO., LTD. added 16,050 shares (+inf%) to their portfolio in Q1 2026, for an estimated $342,507

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

Paypay Corp. Price Targets

Multiple analysts have issued price targets for $PAYP recently. We have seen 9 analysts offer price targets for $PAYP in the last 6 months, with a median target of $26.0.

Here are some recent targets:

Makoto Kuroda from Goldman Sachs set a target price of $29.0 on 04/07/2026
Mia Nagasaka from Morgan Stanley set a target price of $24.0 on 04/06/2026
Dan Dolev from Mizuho set a target price of $26.0 on 04/06/2026
Mark Palmer from Benchmark set a target price of $31.0 on 04/06/2026
Yoshitaka Nagao from B of A Securities set a target price of $26.0 on 04/06/2026
Nate Svensson from Deutsche Bank set a target price of $20.0 on 04/06/2026
Bryan Keane from Citigroup set a target price of $23.0 on 04/06/2026