Vanguard Group Inc. Trims Stake in Payoneer Global Inc. $PAYO

Vanguard Group Inc. decreased its position in shares of Payoneer Global Inc. (NASDAQ:PAYO) by 5.1% during the third quarter, according to its most recent filing with the SEC. The firm owned 32,120,376 shares of the company’s stock after selling 1,730,175 shares during the period. Vanguard Group Inc. owned about 0.09% of Payoneer Global worth $194,328,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in PAYO. Osaic Holdings Inc. grew its stake in Payoneer Global by 246.5% in the second quarter. Osaic Holdings Inc. now owns 4,636 shares of the company’s stock worth $33,000 after purchasing an additional 3,298 shares during the period. Journey Strategic Wealth LLC bought a new stake in shares of Payoneer Global during the 2nd quarter valued at $71,000. Marex Group plc purchased a new stake in shares of Payoneer Global in the 2nd quarter worth about $72,000. Shelton Capital Management bought a new position in shares of Payoneer Global in the 2nd quarter worth about $81,000. Finally, Oak Thistle LLC purchased a new position in Payoneer Global during the 3rd quarter valued at about $73,000. Hedge funds and other institutional investors own 82.22% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have weighed in on the stock. Jefferies Financial Group set a $7.00 target price on shares of Payoneer Global in a research note on Wednesday, November 5th. Wall Street Zen upgraded Payoneer Global from a “sell” rating to a “hold” rating in a research note on Saturday, November 8th. Needham & Company LLC dropped their target price on Payoneer Global from $10.00 to $8.00 and set a “buy” rating on the stock in a report on Thursday. Benchmark cut their target price on Payoneer Global from $12.00 to $10.00 and set a “buy” rating on the stock in a research note on Tuesday, December 23rd. Finally, Keefe, Bruyette & Woods lowered their price target on Payoneer Global from $7.50 to $7.00 and set an “outperform” rating for the company in a research report on Friday. Seven equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $8.43.

Payoneer Global Trading Up 1.2%

Shares of PAYO stock opened at $4.32 on Monday. Payoneer Global Inc. has a 12-month low of $4.18 and a 12-month high of $8.75. The stock has a market capitalization of $1.54 billion, a P/E ratio of 22.74, a P/E/G ratio of 4.85 and a beta of 1.10. The firm’s 50 day moving average is $5.61 and its 200 day moving average is $5.93.

Payoneer Global (NASDAQ:PAYO) last announced its earnings results on Thursday, February 26th. The company reported $0.05 earnings per share for the quarter, missing analysts’ consensus estimates of $0.06 by ($0.01). The company had revenue of $274.69 million for the quarter, compared to analysts’ expectations of $282.79 million. Payoneer Global had a net margin of 6.95% and a return on equity of 10.89%. Payoneer Global’s quarterly revenue was up 5.0% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.05 earnings per share. As a group, equities analysts predict that Payoneer Global Inc. will post 0.34 earnings per share for the current year.

Key Payoneer Global News

Here are the key news stories impacting Payoneer Global this week:

• Positive Sentiment: Management highlighted 14% revenue growth ex-interest and 28% B2B revenue growth for 2025 and framed FY-2026 guidance around higher-margin growth and improved core profitability — a structural positive for future margins. PR Newswire — Q4 & FY2025 Results
• Positive Sentiment: Needham lowered its price target from $10 to $8 but kept a “buy” rating, implying continued conviction and an implied large upside from current levels. Benzinga
• Positive Sentiment: Keefe, Bruyette & Woods trimmed its target to $7.00 (from $7.50) but maintained an “outperform” rating, again signaling analyst support despite the quarter’s softness. Benzinga
• Neutral Sentiment: Payoneer is among fintechs pursuing U.S. banking licenses — a longer-term strategic move that could expand margins and product control but adds regulatory/time risk. FinanceFeeds
• Neutral Sentiment: Full Q4 presentation and earnings call materials are available for detail on KPI dynamics (useful for modeling client mix, margin cadence, and guidance detail). Earnings Presentation
• Neutral Sentiment: Complete earnings call transcript is posted for management color on growth drivers and margin levers. Earnings Call Transcript
• Negative Sentiment: Q4 results missed consensus: EPS $0.05 vs. $0.06 expected and revenue $274.7M vs. $282.8M expected — a near-term catalyst for downward pressure on sentiment. Zacks — Q4 Miss

Payoneer Global Company Profile

Payoneer Global (NASDAQ: PAYO) operates a digital payments platform that enables businesses, marketplaces and professionals to send and receive cross-border payments. The company’s core offerings include multi-currency receiving accounts, mass payout services and working capital solutions. Through its platform, Payoneer facilitates global transactions by connecting payors and payees across a network of local bank transfers, card payouts and digital wallets, supporting the seamless movement of funds in over 150 currencies.

Founded in 2005, Payoneer has grown from a small fintech venture into a widely adopted payments infrastructure provider that serves clients in more than 200 countries and territories.