Welcome to our dedicated page for PayPay SEC filings (Ticker: PAYP), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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PayPay Corporation has agreed to acquire 70.2% of T&D Financial Life Insurance Company from T&D Holdings for cash consideration of JPY 131,985 million, making the insurer a subsidiary. Including estimated acquisition-related expenses of JPY 2,352 million, the total estimated investment is JPY 134,338 million, funded from cash on hand.
The deal supports PayPay’s strategy to expand from cashless payments into broader financial services by adding life insurance for its more than 74 million registered users. T&D Financial Life generated ordinary revenue of JPY 912,827 million and net income of JPY 8,221 million for the fiscal year ended March 31, 2026. Completion, targeted for October 1, 2027, is subject to regulatory approvals, an IFRS transition plan at T&D Financial Life, and other conditions in the share purchase agreement.
SoftBank and related entities report aggregate beneficial ownership of 613,638,240 common shares of PayPay Corporation. The filing states this equals 90.7% of PayPay's outstanding common shares, based on March 27, 2026 outstanding shares of 676,873,535 disclosed in PayPay's prospectus and Form 6-K. The Schedule 13G is filed jointly by multiple Reporting Persons that may be deemed a "group." The cover-page breakdown lists large holdings by SoftBank-related entities, including 192,829,840 shares held through SoftBank Vision Fund II-related entities and 420,808,400 shares attributed to SoftBank Corp. and affiliates on their respective cover pages.
PayPay Corp officer Sode Masanori exercised stock options to acquire 5,000 Common Shares on May 12, 2026. The options were exercised at an exercise price equivalent to $8.30 per Common Share, based on a JPY 1,300 price converted using a stated exchange rate. Following the transaction, Sode directly holds 15,278.4 Common Shares. The exercised options relate to awards where each option is exercisable for 200 Common Shares, and the underlying Common Shares are represented by American Depositary Shares on a one-for-one basis.
PayPay Corporation delivered a breakout year of growth and profitability. For the year ended March 31, 2026, Total Revenue rose 27% year-on-year to ¥380.7 billion, while profit for the year jumped 201% to ¥117.8 billion, helped by a one-time ¥57.5 billion deferred tax asset benefit.
Adjusted EBITDA climbed 89% to ¥111.1 billion, lifting the margin to 29% as operating profit more than doubled to ¥80.1 billion and the Total Transaction Cost rate fell to 22%. Total GMV reached ¥19.36 trillion, up 23%, supported by 41.0 million Monthly Transacting Users and higher spending per user.
The Payment segment generated ¥311.2 billion of revenue and a 1.64% take rate, while the Financial Service segment delivered ¥72.4 billion on strong deposit and loan growth. Guidance for the year ending March 31, 2027 calls for Total Revenue of ¥454.0–462.0 billion and Adjusted EBITDA of ¥134.5–140.5 billion.
PayPay Corp officer Sode Masanori exercised stock options to acquire additional equity in the company. He exercised 51 stock options, each for 200 Common Shares, resulting in 10,200 new Common Shares at an exercise price of $8.14 per share. Following the transaction, he directly holds 10,278.4 Common Shares. The Common Shares are represented by American Depositary Shares on a one-for-one basis. Footnotes state that 25 of these options are already vested, with the remaining 50 options vesting in two equal annual installments beginning on April 1, 2027.
PayPay Corporation has completed its initial public offering of American depositary shares. The company sold 54,987,214 ADSs at $16 per ADS, and underwriters fully exercised their option to buy an additional 8,248,081 ADSs, bringing the IPO total to 63,235,295 ADSs. This included 23,932,960 ADSs sold by a SoftBank-controlled selling shareholder. PayPay reports net IPO proceeds of JPY 94.6 billion ($603 million). The ADSs began trading on the Nasdaq Global Select Market under the symbol “PAYP”, and 8,653,079 ADSs were also offered in a public offering in Japan as part of the IPO.
PayPay Corp executive Sode Masanori filed an initial Form 3 showing existing equity interests in the company. The filing lists several grants of stock options over Common Shares, including tranches for 25,200, 60,000, 60,000 and 58,400 underlying shares, plus 78.4 Common Shares held directly. The options have exercise prices of US$8.1500 or US$0.0060 per Common Share, various vesting schedules through 2028, and expirations as far out as 2035. Any exercised Common Shares are to be represented by ADSs on a one-for-one basis.
PayPay Corp officer Yasuda Masamichi has filed an initial ownership report showing holdings of Common Shares and several stock option awards. He holds 9,600 Common Shares directly. Stock options cover blocks of 14,200, 55,400 and 80,000 Common Shares at an exercise price of $8.15 per share, expiring between 2033-03-31 and 2035-04-23, plus 80,000 Common Shares at an exercise price of $0.006 per share. Footnotes state the options are denominated in Japanese yen, convert into American Depositary Shares on a one-for-one basis, and vest over time or upon meeting service and market-capitalization conditions.
PayPay Corp director Kono Hiroko has filed an initial statement of beneficial ownership on Form 3. This filing establishes her status as a director and serves as a baseline disclosure of any equity interests, with no purchases, sales, or other transactions reported in this document.