PAYO
Payoneer Global Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Jun 15 1 insider sell $175.3K at $7.01
- R Jun 15 Nuvei Corporation announced a definitive agreement to acquire Payone…
- R Jun 15 Payoneer (PAYO) entered into a definitive merger agreement to be acq…
- R Jun 15 Nuvei (Neon Maple Parent Inc.) has agreed to acquire Payoneer Global…
- A Jun 18 Benchmark downgrades
- I Jun 30 5 funds open new positions (13F)
- R Aug 6 Payoneer reported Q2 2026 revenue of $274.3M (+5% YoY) but swung to…
- E Aug 6 M&A: Payoneer Reports Second Quarter 2026 Financial Results
Signal stack
Where each data set points today.
- InsidersBEARISH
1 insider sold $175.3K.
- InstitutionsMIXED
Q2 2026: 26 added (5 new), 27 trimmed or exited. Largest new: Pentwater Capital Management $70.4M, Arrowstreet Capital, Limited Partnership $39.6M.
- TrendUPTREND
0% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| Pentwater Capital Management LP | NEW | $70.4M |
| Magnetar Financial LLC | DOUBLED | $50.6M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | NEW | $39.6M |
| JPMORGAN CHASE & CO | DOUBLED | $32.8M |
| AMERICAN CENTURY COMPANIES INC | TRIM | $32.4M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | $32.1M |
| FMR LLC | ADD | $31.5M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | DOUBLED | $31.1M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
last action Jun 2026Price is below the lowest target. Median implies +3%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Jun 18, 2026 | Benchmark DOWNGRADE | Hold |
| Jun 16, 2026 | Citigroup DOWNGRADE | Neutral |
| Jun 15, 2026 | William Blair DOWNGRADE | Market Perform |
| Jun 15, 2026 | Needham DOWNGRADE | Hold |
| Jun 10, 2026 | Benchmark REITERATE | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 16, 2026 | Ordonez Beatrice Chief Financial Officer | TAX W/H | $430.7K |
| Aug 20, 2026 | Caplan John Chief Executive Officer | TAX W/H | $49.2K |
| Aug 20, 2026 | Ordonez Beatrice Chief Financial Officer | TAX W/H | $23.4K |
| Aug 20, 2026 | Goldman Tsafi Chief Legal & Governance Ofcr. | TAX W/H | $11.7K |
| Aug 19, 2026 | Caplan John Chief Executive Officer | TAX W/H | $245.4K |
| Aug 17, 2026 | Caplan John Chief Executive Officer | TAX W/H | $184.5K |
| Aug 17, 2026 | Goldman Tsafi Chief Legal & Governance Ofcr | TAX W/H | $43.9K |
| Aug 17, 2026 | Ordonez Beatrice Chief Financial Officer | TAX W/H | $87.8K |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
11 filings · 3 bullish · 0 bearish · 3 mixed · 5 neutral- NEUTRAL 8-KOct 8, 2026
Director Barak Eilam resigned from Payoneer's board and its Audit and Risk Committees effective…
The retention award for the Chief Legal Officer is a positive signal that the merger closing is expected and key personnel are being retained. Monitor the September 14, 2026 special meeting vote and…
- NEUTRAL DEFA14AAug 6, 2026
Payoneer reported Q2 2026 earnings with revenue ex-interest up 10% YoY to $222.2M and total…
With the stock likely trading near the $7.40 deal price, the primary risk is deal completion (regulatory, shareholder approval). Monitor for any regulatory hurdles or competing bids. The early HSR…
- MIXED 8-KAug 6, 2026
Payoneer reported Q2 2026 revenue of $274.3M (+5% YoY) but swung to a GAAP net loss of $2.4M vs a…
The stock will trade near the $7.40 offer price until deal close. Focus on regulatory approvals and shareholder vote timeline rather than quarterly fundamentals. The guidance withdrawal removes…
- NEUTRAL DEFA14AJun 30, 2026
Payoneer filed this DEFA14A to provide employee communications (FAQ and leader toolkit) regarding…
Monitor for the shareholder vote (estimated Aug-Sep 2026) and regulatory approvals. The stock should trade near the deal price with a spread reflecting closing risk. No new actionable information in…
All PAYO filing & press-release reports (11)
- 8-K reportOct 8, 2026
- DEFA14A reportAug 6, 2026
- 8-K reportAug 6, 2026
- DEFA14A reportJun 30, 2026
- DEFA14A reportJun 15, 2026
- 144 reportJun 15, 2026
- DEFA14A reportJun 15, 2026
- 8-K reportJun 15, 2026
- 8-K reportMay 7, 2026
- DEFA14A reportApr 27, 2026
- 8-K reportFeb 26, 2026