Pinterest, Inc. $PINS Position Increased by Ninety One SA Pty Ltd

Ninety One SA Pty Ltd boosted its position in shares of Pinterest, Inc. (NYSE:PINS) by 78.5% in the fourth quarter, Holdings Channel.com reports. The firm owned 221,591 shares of the company’s stock after purchasing an additional 97,460 shares during the period. Ninety One SA Pty Ltd’s holdings in Pinterest were worth $5,737,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of PINS. Revolve Wealth Partners LLC acquired a new position in Pinterest in the 4th quarter worth about $252,000. Integrated Wealth Concepts LLC lifted its holdings in shares of Pinterest by 5.9% during the 1st quarter. Integrated Wealth Concepts LLC now owns 10,943 shares of the company’s stock valued at $339,000 after buying an additional 607 shares during the last quarter. Empowered Funds LLC grew its stake in shares of Pinterest by 45.6% in the 1st quarter. Empowered Funds LLC now owns 15,168 shares of the company’s stock valued at $470,000 after buying an additional 4,748 shares in the last quarter. Sivia Capital Partners LLC grew its stake in shares of Pinterest by 39.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 9,347 shares of the company’s stock valued at $335,000 after buying an additional 2,649 shares in the last quarter. Finally, Jump Financial LLC acquired a new position in Pinterest in the second quarter worth approximately $696,000. Hedge funds and other institutional investors own 88.81% of the company’s stock.

Pinterest Stock Performance

PINS opened at $20.13 on Friday. The firm has a market cap of $13.39 billion, a P/E ratio of 33.00, a price-to-earnings-growth ratio of 1.30 and a beta of 0.88. The business has a 50 day moving average price of $18.30 and a 200 day moving average price of $24.36. Pinterest, Inc. has a twelve month low of $13.84 and a twelve month high of $39.93.

Pinterest (NYSE:PINS) last announced its quarterly earnings results on Thursday, February 12th. The company reported $0.67 EPS for the quarter, missing the consensus estimate of $0.68 by ($0.01). Pinterest had a net margin of 9.87% and a return on equity of 7.95%. The company had revenue of $1.32 billion for the quarter, compared to analyst estimates of $1.33 billion. During the same quarter last year, the business earned $0.56 EPS. The company’s revenue for the quarter was up 14.3% on a year-over-year basis. As a group, analysts anticipate that Pinterest, Inc. will post 0.6 earnings per share for the current fiscal year.

Key Stories Impacting Pinterest

Here are the key news stories impacting Pinterest this week:

• Positive Sentiment: Monetization & capital return thesis: Analysts and commentators argue Pinterest’s AI-driven commerce improvements, international ARPU growth, new channels (CTV) and a ~$3.5B buyback/activist support could materially expand revenue and margins, supporting upside. Read More.
• Positive Sentiment: Near‑term momentum from capital‑return messaging: The stock rallied midweek after management/market discussion of buybacks and equity-award filings; traders later paused to digest RSU filings but the buyback narrative lifted sentiment. Read More.
• Positive Sentiment: Investor attention and user traction: Coverage highlighting Pinterest as a top internet-content pick and reports of record monthly active users (Q4 2025) are drawing retail/institutional interest that can amplify upside if engagement converts to ad revenue. Read More.
• Neutral Sentiment: Planned insider sale: Director Gokul Rajaram sold 2,100 shares via a pre‑arranged Rule 10b5‑1 plan; planned sales are less alarming than ad‑hoc disposals but attract attention. Read More.
• Neutral Sentiment: Analyst stance/valuation caution: Several analysts have trimmed targets or kept cautious ratings; the consensus sits near “Hold,” reflecting execution and competitive risk that may limit near‑term upside. Read More.
• Negative Sentiment: Major legal overhang — multiple class actions filed: Several law firms have announced securities‑fraud suits alleging misstatements about ad revenue/capabilities for the Feb 7, 2025–Feb 12, 2026 period; the lead‑plaintiff deadline is May 29, 2026. The volume of filings increases litigation risk, potential costs and uncertainty that can pressure the stock. Read More.

Analysts Set New Price Targets

Several equities analysts recently weighed in on PINS shares. UBS Group set a $26.00 price objective on shares of Pinterest in a research report on Friday, February 13th. Piper Sandler reissued a “neutral” rating and issued a $21.00 target price (down from $33.00) on shares of Pinterest in a research report on Friday, February 13th. Rosenblatt Securities restated a “neutral” rating and set a $20.00 price target on shares of Pinterest in a research note on Wednesday, March 4th. Mizuho set a $35.00 price target on shares of Pinterest in a report on Tuesday, February 3rd. Finally, HSBC lowered shares of Pinterest from a “buy” rating to a “hold” rating and set a $24.90 price objective for the company. in a research note on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, seventeen have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Pinterest presently has a consensus rating of “Hold” and an average target price of $25.42.

Insider Buying and Selling at Pinterest

In other Pinterest news, Director Gokul Rajaram sold 2,100 shares of the business’s stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $20.00, for a total transaction of $42,000.00. Following the completion of the transaction, the director owned 27,450 shares of the company’s stock, valued at $549,000. The trade was a 7.11% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Malik Ducard sold 2,293 shares of the company’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $22.06, for a total transaction of $50,583.58. Following the sale, the insider owned 695,187 shares of the company’s stock, valued at $15,335,825.22. This trade represents a 0.33% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 5,443 shares of company stock valued at $113,584. 7.06% of the stock is owned by insiders.

About Pinterest

Pinterest, Inc operates a visual discovery platform that helps users find inspiration and ideas for projects ranging from home design and fashion to cooking and travel. Users create and curate “Pins” — images or videos linked to content — organized on thematic boards. The service is available through its website and mobile applications and emphasizes personalized recommendations and visual search to surface relevant content based on user interests.

The company’s primary revenue model is advertising, offering promoted content formats that integrate into user feeds and search results.