On February 3, 2026, PayPal announced a surprise leadership change replacing the company’s CEO, noting in the announcement that “the pace of change and execution was not in line with the Board's expectations.” The leadership change coincided with PayPal’s fourth quarter and full year 2025 earnings report, wherein PayPal missed consensus estimates for both revenue and profit. PayPal further admitted that “execution has not been where it needs to be, particularly in branded checkout.”
On this news, PayPal’s stock price fell as much as 20% during intraday trading on February 3, 2026, to close at $41.03 per share on February 4, 2026.
If you have any questions or would like to discuss this investigation, please contact Kessler Topaz Meltzer & Check, LLP: Jonathan Naji, Esq. (484) 270-1453 or via e-mail at info@ktmc.com.
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