PAYO
Payoneer Global Inc.
$5.14
+1.98%
$2.1B
No data for this timeframe.
Vol
Market Cap$2.1B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (88%)
Inst. Holders8 funds
Inst. Value$292.5M
Inst. Activity2 buys / 0 sells
SEC Reports3
Recent Activity
Jun 9, 2026
short_volume
Short Volume: PAYO — 60.5% short (12.9M / 21.3M)
Short: 12,913,762 | Exempt: 111,369 | TRF Vol: 21,340,707 | Short Ratio: 60.5% | Off-exchange volume
May 26, 2026
Insider
Caplan John sold 69,125 shares
Chief Executive Officer @ $4.94 ($341.5K)
May 20, 2026
Insider
Goldman Tsafi sold 1,652 shares
Chief Legal & Governance Ofcr @ $4.96 ($8.2K)
May 20, 2026
Insider
Ordonez Beatrice sold 3,303 shares
Chief Financial Officer @ $4.96 ($16.4K)
May 7, 2026
SEC
Payoneer reported Q1 2026 revenue of $261.6M (+6% YoY) and diluted EPS of $0.06, beating consensus of $0.04. Revenue ex-
8-K — Impact 6/10
Apr 27, 2026
SEC
Payoneer filed additional definitive proxy materials (DEFA14A) for its 2026 Annual Meeting scheduled for June 9, 2026. T
DEFA14A — Impact 2/10
Feb 26, 2026
SEC
Payoneer reported full-year 2025 revenue of $1.05 billion (8% YoY growth) and revenue excluding interest of $821.2 milli
8-K — Impact 6/10
Inst.
FMR LLC — ADD
2,560,672 shares ($14.4M)
Price Targets
$7.85
+22.8% upside
Strong Buy
Current $6.39
Low $6.00
Median $7.50
High $10.00
8 analysts
$6.00
$10.00
Analyst Ratings
5Strong Buy
9Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Mar 25, 2026 | B of A Securities | INITIATE | Buy |
| Mar 6, 2026 | Benchmark | MAINTAIN | Buy → Buy |
| Feb 27, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform → Outperform |
| Feb 26, 2026 | Needham | MAINTAIN | Buy → Buy |
| Dec 23, 2025 | Benchmark | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.06 ▲ +9.7% | $0.06 — $0.06 | -30% YoY | 1 |
| Next Q | $0.07 ▲ +2.2% | $0.07 — $0.07 | 14% YoY | 1 |
| Current FY | $0.26 ▲ +6.7% | $0.26 — $0.26 | -21% YoY | 1 |
| Next FY | $0.37 ▲ +9.3% | $0.37 — $0.37 | 44% YoY | 1 |
Latest Reports
MIXED
8-K
6/10
Payoneer reported Q1 2026 revenue of $261.6M (+6% YoY) and diluted EPS of $0.06, beating consensus of $0.04. Revenue ex-
May 7, 2026
NEUTRAL
DEFA14A
2/10
Payoneer filed additional definitive proxy materials (DEFA14A) for its 2026 Annual Meeting scheduled for June 9, 2026. T
Apr 27, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $180.8M | — |
| MORGAN STANLEY | $35.4M | ADD |
| BANK OF AMERICA CORP | $18.1M | — |
| RENAISSANCE TECHNOLOGIES LLC | $16.9M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $15.1M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 26, 2026 | Caplan John | F | $341.5K |
| May 20, 2026 | Goldman Tsafi | F | $8.2K |
| May 20, 2026 | Ordonez Beatrice | F | $16.4K |
| May 20, 2026 | Caplan John | F | $165.9K |
| May 18, 2026 | Caplan John | F | $119.0K |
8 institutional holders with $292.5M total value (52,053,974 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, BANK. Net buying activity: 2 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 32,173,724 | $180.8M | 61.8% | — |
| 2 | MORGAN STANLEY | 6,300,854 | $35.4M | 12.1% | ADD +78.2% |
| 3 | BANK OF AMERICA CORP /DE/ | 3,219,304 | $18.1M | 6.2% | — |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 3,008,607 | $16.9M | 5.8% | — |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,689,584 | $15.1M | 5.2% | NEW |
| 6 | FMR LLC | 2,560,672 | $14.4M | 4.9% | ADD +25.1% |
| 7 | TWO SIGMA INVESTMENTS, LP | 1,656,192 | $9.3M | 3.2% | — |
| 8 | WELLS FARGO & COMPANY/MN | 445,037 | $2.5M | 0.9% | ADD +32.3% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | ADD | 2,047,677 | 2,560,672 | +25.1% | $14.4M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 336,427 | 445,037 | +32.3% | $2.5M | 2025-Q4 |
| UBS Group AG | TRIM | 1,008,519 | 362,373 | -64.1% | $2.2M | 2025-Q3 |
| FMR LLC | ADD | 1,087,030 | 1,616,849 | +48.7% | $11.8M | 2025-Q1 |
| UBS Group AG | TRIM | 1,780,197 | 1,020,159 | -42.7% | $7.5M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 144,336 | 315,587 | +118.6% | $2.3M | 2025-Q1 |
| CITADEL ADVISORS LLC | NEAR_EXIT | 1,373,173 | 181,561 | -86.8% | $1.3M | 2025-Q1 |
| NORGES BANK | EXIT | 1,805,760 | 0 | -100.0% | $0.00 | 2025-Q1 |
| NORGES BANK | DOUBLED | 159,700 | 1,805,760 | +1030.7% | $18.1M | 2024-Q4 |
| UBS Group AG | ADD | 1,202,067 | 1,780,197 | +48.1% | $17.9M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 97,916 | 144,336 | +47.4% | $1.4M | 2024-Q4 |
| MORGAN STANLEY | ADD | 3,105,144 | 5,534,494 | +78.2% | $41.7M | 2024-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 2,337,156 | — | $17.6M | 2024-Q3 |
4 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 26, 2026 | Caplan John | Chief Executive Officer | F | 69,125 | $4.94 | $341.5K |
| May 20, 2026 | Goldman Tsafi | Chief Legal & Governance Ofcr | F | 1,652 | $4.96 | $8.2K |
| May 20, 2026 | Ordonez Beatrice | Chief Financial Officer | F | 3,303 | $4.96 | $16.4K |
| May 20, 2026 | Caplan John | Chief Executive Officer | F | 34,563 | $4.80 | $165.9K |
| May 18, 2026 | Caplan John | Chief Executive Officer | F | 25,873 | $4.60 | $119.0K |
| May 18, 2026 | Goldman Tsafi | Chief Legal & Governance Ofcr | F | 6,161 | $4.60 | $28.3K |
| May 18, 2026 | Ordonez Beatrice | Chief Financial Officer | F | 12,321 | $4.60 | $56.7K |
| May 14, 2026 | Ordonez Beatrice | Chief Financial Officer | F | 24,194 | $4.93 | $119.3K |
| May 14, 2026 | Goldman Tsafi | Chief Legal & Governance Ofcr | F | 10,369 | $4.93 | $51.1K |
| Apr 16, 2026 | Ordonez Beatrice | Chief Financial Officer | F | 60,485 | $5.17 | $312.7K |
| Feb 26, 2026 | Caplan John | Chief Executive Officer | F | 69,125 | $5.24 | $362.2K |
| Feb 26, 2026 | Goldman Tsafi | Chief Legal & Governance Ofcr. | F | 6,913 | $5.41 | $37.4K |
| Feb 26, 2026 | Perry Itai | Chief Accounting Officer | F | 1,014 | $5.41 | $5.5K |
| Feb 25, 2026 | Ordonez Beatrice | Chief Financial Officer | F | 13,210 | $5.41 | $71.5K |
| Feb 25, 2026 | Goldman Tsafi | Chief Legal & Governance Ofcr. | F | 6,605 | $5.41 | $35.7K |
| Feb 25, 2026 | Caplan John | Chief Executive Officer | F | 27,740 | $5.41 | $150.1K |
| Feb 20, 2026 | Goldman Tsafi | Chief Legal & Governance Ofcr. | A | 377,516 | $0.00 | $0.00 |
| Feb 20, 2026 | Caplan John | Chief Executive Officer | A | 1,069,630 | $0.00 | $0.00 |
| Feb 20, 2026 | Ordonez Beatrice | Chief Financial Officer | A | 755,033 | $0.00 | $0.00 |
| Feb 19, 2026 | Caplan John | Chief Executive Officer | F | 104,673 | $5.35 | $560.0K |
| Feb 19, 2026 | Perry Itai | Chief Accounting Officer | F | 5,896 | $5.35 | $31.5K |
| Feb 19, 2026 | Ordonez Beatrice | Chief Financial Officer | F | 49,282 | $5.35 | $263.7K |
| Feb 19, 2026 | Goldman Tsafi | Chief Legal & Governance Ofcr | F | 24,641 | $5.35 | $131.8K |
3 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 2 mixed, 1 neutral. Avg impact: 4.7/10.
MIXED
8-K
6/10
Payoneer reported Q1 2026 revenue of $261.6M (+6% YoY) and diluted EPS of $0.06, beating consensus o
May 7, 2026
NEUTRAL
DEFA14A
2/10
Payoneer filed additional definitive proxy materials (DEFA14A) for its 2026 Annual Meeting scheduled
Apr 27, 2026
MIXED
8-K
6/10
Payoneer reported full-year 2025 revenue of $1.05 billion (8% YoY growth) and revenue excluding inte
Feb 26, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (88% buy). Based on 16 analysts: 5 strong buy, 9 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$7.85 mean target
+22.8% upside
Strong Buy (3.00)
$6.00 Low
$10.00 High
| Metric | Value |
|---|---|
| Current Price | $6.39 |
| Target Low | $6.00 |
| Target Mean | $7.85 |
| Target Median | $7.50 |
| Target High | $10.00 |
| # Analysts | 8 |
| Recommendation | Strong Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.06 | $0.06 | $0.06 | -29.8% | +9.7% | 0↑ 1↓ | $0.3B | 3.8% | 1 |
| Next Q 2026-09-30 |
$0.07 | $0.07 | $0.07 | 13.5% | +2.2% | 1↑ 0↓ | $0.3B | 5.3% | 1 |
| Current FY 2026-12-31 |
$0.26 | $0.26 | $0.26 | -21.5% | +6.7% | 0↑ 1↓ | $1.1B | 6.5% | 1 |
| Next FY 2027-12-31 |
$0.37 | $0.37 | $0.37 | 44.1% | +9.3% | 1↑ 0↓ | $1.2B | 10.2% | 1 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.061 | |
| 7d ago | $0.048 | +0.013 |
| 30d ago | $0.056 | +0.005 |
| 60d ago | $0.056 | +0.005 |
| 90d ago | $0.084 | -0.023 |
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Mar 25, 2026 | B of A Securities | INITIATE | — | Buy |
| Mar 6, 2026 | Benchmark | MAINTAIN | Buy | Buy |
| Feb 27, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
| Feb 26, 2026 | Needham | MAINTAIN | Buy | Buy |
| Dec 23, 2025 | Benchmark | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 5 | 9 | 2 | 0 | 0 | 88% | |
| May 1, 2026 | 6 | 9 | 2 | 0 | 0 | 88% | |
| Apr 1, 2026 | 6 | 9 | 2 | 0 | 0 | 88% | |
| Mar 1, 2026 | 6 | 9 | 2 | 0 | 0 | 88% | |
| Feb 1, 2026 | 6 | 9 | 2 | 0 | 0 | 88% | |
| Jan 1, 2026 | 6 | 9 | 2 | 0 | 0 | 88% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 9, 2026
short_volume
Short Volume: PAYO — 60.5% short (12.9M / 21.3M)
Short: 12,913,762 | Exempt: 111,369 | TRF Vol: 21,340,707 | Short Ratio: 60.5% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: PAYO — 64.8% short (1.1M / 1.7M)
Short: 1,132,500 | Exempt: 12,483 | TRF Vol: 1,747,413 | Short Ratio: 64.8% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: PAYO — 59.1% short (0.8M / 1.4M)
Short: 848,363 | Exempt: 221 | TRF Vol: 1,436,570 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: PAYO — 72.0% short (0.6M / 0.9M)
Short: 634,103 | Exempt: 2,735 | TRF Vol: 881,059 | Short Ratio: 72.0% | Off-exchange volume (dark pool + OTC)
May 7, 2026
earnings_calendar
PAYO Q1 2026 Earnings Scheduled — 2026-05-07
Apr 23, 2026
short_volume
Short Volume: PAYO — 58.4% short (0.6M / 0.9M)
Short: 553,655 | Exempt: 12,407 | TRF Vol: 947,480 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)
Apr 21, 2026
short_volume
Short Volume: PAYO — 56.2% short (0.4M / 0.6M)
Short: 355,207 | Exempt: 2,147 | TRF Vol: 631,564 | Short Ratio: 56.2% | Off-exchange volume (dark pool + OTC)
Apr 7, 2026
short_volume
Short Volume: PAYO — 63.4% short (0.3M / 0.5M)
Short: 334,053 | Exempt: 0 | TRF Vol: 526,637 | Short Ratio: 63.4% | Off-exchange volume (dark pool + OTC)
Feb 26, 2026
earnings_calendar
PAYO Q4 2025 Earnings Before Market Open — 2026-02-26
Feb 23, 2026
short_interest
FTD: PAYO — 475,117 shares ($2.6M) failed to deliver
Settlement: 20260223, Price: $5.41, FTD Value: $2,570,382.97, PAYONEER GLOBAL INC
Feb 20, 2026
short_interest
FTD: PAYO — 481,977 shares ($2.6M) failed to deliver
Settlement: 20260220, Price: $5.42, FTD Value: $2,612,315.34, PAYONEER GLOBAL INC
Feb 19, 2026
short_interest
FTD: PAYO — 475,117 shares ($2.6M) failed to deliver
Settlement: 20260219, Price: $5.53, FTD Value: $2,627,397.01, PAYONEER GLOBAL INC
Feb 18, 2026
short_interest
FTD: PAYO — 475,293 shares ($2.5M) failed to deliver
Settlement: 20260218, Price: $5.35, FTD Value: $2,542,817.55, PAYONEER GLOBAL INC
Feb 17, 2026
short_interest
FTD: PAYO — 385,117 shares ($2.1M) failed to deliver
Settlement: 20260217, Price: $5.40, FTD Value: $2,079,631.8, PAYONEER GLOBAL INC