Analyst Ratings February 12, 2026

PayPay Seeks U.S. Listing as Nasdaq-Listed ADS, Files With SEC

Japan’s largest cashless payments app applies to list American Depositary Shares under symbol PAYP as ownership structure and recent metrics are disclosed in the filing

By Leila Farooq
PayPay Seeks U.S. Listing as Nasdaq-Listed ADS, Files With SEC

PayPay Corp has submitted a U.S. initial public offering filing with the Securities and Exchange Commission to list American Depositary Shares on the Nasdaq Global Select Market under the ticker PAYP. The filing discloses the company’s ownership stakes, recent quarterly revenue and earnings per share, annual payment volume, user penetration among smartphone owners in Japan, and the underwriters appointed to manage the offering. PayPay also states it expects to retain future earnings and may not pay dividends for the foreseeable future.

Key Points

  • PayPay has filed an SEC registration to list American Depositary Shares on the Nasdaq Global Select Market under the ticker PAYP - impacts capital markets and fintech sectors.
  • The company reports approximately 72 million registered users as of December 31, 2025, equivalent to 75% penetration among Japan’s 96 million smartphone users - relevant for payments and mobile services markets.
  • Recent financials disclosed include ¥99.85 billion of revenue and ¥28.9 earnings per share for the quarter ended December 31; annual Payment Segment GMV for year ended March 31, 2025 was ¥15.39 trillion, with over 20% annual GMV growth since fiscal 2019 - material to investors assessing payment volume trajectory and revenue scale.

PayPay Corp has formally filed for an initial public offering in the United States, according to a registration document lodged with the U.S. Securities and Exchange Commission. The company plans to list American Depositary Shares on the Nasdaq Global Select Market under the symbol "PAYP."

Created in 2018 as a joint venture between SoftBank Group and Yahoo Japan through Z Holdings, PayPay has expanded its footprint to become the leading cashless payment service in Japan. The filing reports roughly 72 million registered users as of December 31, 2025, which the company states represents 75% penetration among Japan’s 96 million smartphone users.

Ownership ahead of the proposed offering is concentrated among a few large stakeholders. The filing shows that SVF II Piranha (DE) LLC holds 34% of common stock prior to the offering, B Holdings Corp controls 49.99%, and SoftBank Corp owns 8.01%.

Operational and financial figures provided in the filing include total revenue of ¥99.85 billion and earnings per share of ¥28.9 for the three months ended December 31. For the fiscal year ended March 31, 2025, PayPay processed ¥15.39 trillion in Payment Segment gross merchandise volume (GMV). The company said it has sustained annual GMV growth in excess of 20% since the fiscal year ended March 31, 2019.

On the question of shareholder returns, PayPay indicates in its filing that it currently intends to retain any future earnings and may not pay dividends for the foreseeable future.

Several global and regional banks have been appointed to lead and manage the deal. Goldman Sachs, J.P. Morgan, Mizuho, and Morgan Stanley are named as lead underwriters. A roster of additional underwriters listed in the filing includes Citigroup, Jefferies, BofA Securities, Societe Generale, Wolfe | Nomura Alliance, Cantor, Credit Agricole CIB, Daiwa Capital Markets, Natixis, Deutsche Bank Securities, SMBC Nikko, Barclays, ING, IMI - Intesa Sanpaolo, MUFG, and Santander.

The filing furnishes investors and market participants with ownership, recent financials, transaction volume, and the underwriting syndicate, while also flagging the company’s current stance on earnings distribution. Beyond those disclosures, the filing serves as the formal step toward launching a U.S. listing of the company’s American Depositary Shares under the proposed symbol PAYP.

Risks

  • Concentrated pre-offering ownership - SVF II Piranha (DE) LLC holds 34%, B Holdings Corp holds 49.99%, and SoftBank Corp holds 8.01% - this shareholder structure could influence governance and investor dynamics (relevant to capital markets and governance analysis).
  • The company states it intends to retain future earnings and may not pay dividends for the foreseeable future - relevant for income-focused investors and equity valuation models in the fintech and payments sectors.
  • Filing stage is an initial regulatory step - the SEC filing provides disclosures but does not guarantee the completion or timing of an offering, which affects market and capital-raising plans (relevant to capital markets actors).

More from Analyst Ratings

HSBC Lowers Synopsys Rating to Hold, Flags 2026 as Transition Year Feb 21, 2026 DA Davidson Cuts Uber Price Target Citing Elevated Investment; Buy Rating Intact Feb 20, 2026 Freedom Capital Markets Raises Freeport-McMoRan to Buy, Cites Copper Supply Tightness Feb 20, 2026 BofA Lifts CF Industries Price Target After Strong Q4 EBITDA; Maintains Underperform Rating Feb 20, 2026 Truist Lifts Tandem Diabetes Price Target as Company Shifts Toward Pharmacy Model Feb 20, 2026