PayPal Sticks With Stand-Alone Plan After Stripe-Advent's $53 Billion Pursuit Ends
Key Facts
PayPal is proceeding with its stand-alone plan under chief executive Enrique Lores after Stripe and private-equity firm Advent International ended their roughly $53 billion pursuit of the payments company.
The consortium offered $60.50 per share, but PayPal's board viewed the price as failing to reflect the company's potential value, Reuters reported. The pursuit ended without an agreement in late August, according to separate reports from Axios and Bloomberg.
On September 9, 2026, Lores said management and the board were using PayPal's current plan as the benchmark for comparing strategic alternatives, with maximizing shareholder value remaining their central objective. The company is focused on executing its stand-alone plan while continuing to assess other options objectively.
PayPal had already announced a reorganization on April 29, 2026, creating 3 businesses: Checkout Solutions & PayPal, Consumer Financial Services & Venmo, and Payment Services & Crypto. The structure is intended to simplify decisions and sharpen operating accountability.
Second-quarter 2026 results provide a baseline for measuring progress: revenue rose 5% to $8.7 billion, total payment volume increased 10% to $486.4 billion, and active accounts reached 439 million. PayPal also raised its full-year non-GAAP guidance for earnings per share and transaction-margin dollars.
PYPL closed at $53.72 on September 11, 2026, below the former $60.50-per-share offer, after trading between $53.31 and $54.4 during the session. With the offer ended, execution of the reorganization and delivery of durable growth are more direct factors in the stock's assessment.