Vanguard Group Inc. Sells 1,730,175 Shares of Payoneer Global Inc. $PAYO

Vanguard Group Inc. trimmed its holdings in shares of Payoneer Global Inc. (NASDAQ:PAYO) by 5.1% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 32,120,376 shares of the company’s stock after selling 1,730,175 shares during the quarter. Vanguard Group Inc. owned about 8.91% of Payoneer Global worth $194,328,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of the business. Geode Capital Management LLC lifted its position in Payoneer Global by 3.3% during the second quarter. Geode Capital Management LLC now owns 7,058,130 shares of the company’s stock valued at $48,353,000 after purchasing an additional 226,215 shares during the last quarter. Bailard Inc. bought a new position in Payoneer Global in the second quarter valued at $419,000. Azora Capital LP purchased a new stake in Payoneer Global during the second quarter valued at about $30,996,000. State of New Jersey Common Pension Fund D lifted its stake in Payoneer Global by 40.0% during the second quarter. State of New Jersey Common Pension Fund D now owns 274,155 shares of the company’s stock worth $1,878,000 after purchasing an additional 78,354 shares during the last quarter. Finally, Neo Ivy Capital Management bought a new position in shares of Payoneer Global during the 2nd quarter valued at about $806,000. Hedge funds and other institutional investors own 82.22% of the company’s stock.

Trending Headlines about Payoneer Global

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 Price Performance

NASDAQ PAYO opened at $4.32 on Monday. The business’s 50-day moving average is $5.61 and its 200 day moving average is $5.93. The stock has a market capitalization of $1.54 billion, a PE ratio of 22.74, a PEG ratio of 4.85 and a beta of 1.10. Payoneer Global Inc. has a 1 year low of $4.18 and a 1 year high of $8.75.

Payoneer Global (NASDAQ:PAYO) last issued its quarterly earnings data 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). Payoneer Global had a return on equity of 10.89% and a net margin of 6.95%.The business had revenue of $274.69 million during the quarter, compared to the consensus estimate of $282.79 million. During the same quarter in the prior year, the business posted $0.05 earnings per share. Payoneer Global’s quarterly revenue was up 5.0% compared to the same quarter last year. As a group, equities research analysts anticipate that Payoneer Global Inc. will post 0.34 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several analysts have issued reports on the company. Jefferies Financial Group set a $7.00 target price on Payoneer Global in a research note on Wednesday, November 5th. Keefe, Bruyette & Woods decreased their target price on shares of Payoneer Global from $7.50 to $7.00 and set an “outperform” rating on the stock in a research report on Friday. Benchmark reduced their price objective 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. Needham & Company LLC decreased their price objective on Payoneer Global from $10.00 to $8.00 and set a “buy” rating on the stock in a report on Thursday. Finally, Wall Street Zen raised Payoneer Global from a “sell” rating to a “hold” rating in a research note on Saturday, November 8th. Seven investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, Payoneer Global has a consensus rating of “Moderate Buy” and a consensus price target of $8.43.

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.