Payoneer (PAYO)
Runs multi-currency accounts and payment flows for businesses operating across borders.
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Runs a multi-currency account and payments stack for SMBs selling across borders, with revenue tied to customer payment flows, balances, capital advances, and card activity. The business is globally regulated, reports a single segment, and has a pending Nuvei acquisition that still depends on approvals.
Runs a multi-currency Payoneer Account for SMBs, marketplace sellers, digital service exporters, contractors, creators, and hosts that need to receive, hold, convert, and send funds across borders. The platform includes marketplace receiving, B2B accounts receivable and payable, Checkout, cards, Capital Advance, and workforce-management tools added through recent acquisitions.
Operates as a global regulated payments business rather than a pure software workflow. Licenses, money-transmitter obligations, China payment-service infrastructure, and India cross-border authorization shape where and how the platform can serve customers.
Reports as a single operating segment and remains listed on Nasdaq while the Nuvei acquisition is pending. The transaction depends on stockholder and regulatory approvals, so Payoneer is still a standalone PAYO issuer until closing.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 6, 2026 | Deutsche Bank | Downgrade | ||
| Jun 18, 2026 | Benchmark | Downgrade | ||
| Jun 16, 2026 | Deutsche Bank | Target | Target: — | Target: $7.40 |
| Jun 16, 2026 | Citigroup | Downgrade | ||
| Jun 15, 2026 | Northland Securities | Target | Target: — | Target: $7.40 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $7.82B · Total debt $86.2M · Total assets $8.76B · Shareholders' equity $653.5M
- Revenue
- $274.3M
- Operating income
- $16.9M
- Net income
- −$2.4M
No dividends on record.
| Institutions | 90.18% | 305.57M shares | |
|---|---|---|---|
| 312 holders · as of Jun 30, 2026 | |||
| Insiders | 7.62% | 25.82M shares | |
| 12 holders · as of Aug 21, 2026 | |||
| Strategic holders | 5.97% | 20.24M shares | |
| 1 holder · as of Feb 9, 2022 | |||
| Adds to | 103.77% | ||
338.85M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 103.77%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 11.53% | 39.06M | as of Jun 30, 2026 |
Technology Crossover Management VIII, Ltd.Institution | 10.09% | 34.20M | as of Jun 30, 2026 |
Arthur DantchikInsider | 6.61% | 22.40M | filed Dec 29, 2025 |
Susquehanna Capital Management, LLCInstitution | 6.06% | 20.55M | as of Jun 30, 2026 |
Temasek Holdings (Private) LimitedStrategic | 5.97% | 20.24M | filed Feb 9, 2022 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 15, 2026 | Beatrice Ordonez | officer: Chief Financial Officer | −25,000 | $7.01 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Payoneer | $7.12 | +0.14% | $2.40B | 51.7 | 29.3 | 2.2 | +5.2% |
| PayPal | $54.26 | +3.12% | $45.01B | 9.9 | 9.8 | 1.3 | +4.8% |
| Wise Group | $11.50 | −1.20% | $11.64B | 23.6 | — | 4.3 | +29.0% |
| BILL | $46.16 | −1.91% | $4.69B | — | 12.6 | 2.8 | +13.8% |
| dLocal | $14.09 | −1.52% | $4.20B | 21.0 | 14.3 | 3.1 | +55.8% |
| Block | $77.95 | +0.05% | $46.37B | 139.1 | 17.0 | 1.9 | +9.3% |
| Median | 22.3 | 13.4 | 2.8 | +13.8% |