Northland Securities Estimates Payoneer Global Q1 Earnings

Payoneer Global Inc. (NASDAQ:PAYO) – Analysts at Northland Securities dropped their Q1 2026 earnings per share (EPS) estimates for shares of Payoneer Global in a research note issued to investors on Thursday, February 26th. Northland Securities analyst M. Grondahl now forecasts that the company will post earnings per share of $0.06 for the quarter, down from their previous forecast of $0.07. The consensus estimate for Payoneer Global’s current full-year earnings is $0.34 per share. Northland Securities also issued estimates for Payoneer Global’s Q2 2026 earnings at $0.07 EPS.

Payoneer Global (NASDAQ:PAYO) last announced its quarterly 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). Payoneer Global had a net margin of 6.95% and a return on equity of 10.89%. The company had revenue of $274.69 million during the quarter, compared to the consensus estimate of $282.79 million. During the same quarter last year, the company earned $0.05 earnings per share. The business’s revenue was up 5.0% on a year-over-year basis.

Other analysts have also recently issued research reports about the company. Weiss Ratings restated a “hold (c)” rating on shares of Payoneer Global in a report on Thursday, January 22nd. Wall Street Zen upgraded shares of Payoneer Global from a “sell” rating to a “hold” rating in a research report on Saturday, November 8th. 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 note on Friday. Jefferies Financial Group set a $7.00 price objective on Payoneer Global in a research note on Wednesday, November 5th. Finally, Benchmark cut their price target on shares of Payoneer Global from $12.00 to $10.00 and set a “buy” rating on the stock in a research note on Tuesday, December 23rd. Seven research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $8.43.

Payoneer Global Trading Up 1.2%

Shares of Payoneer Global stock opened at $4.32 on Monday. The stock has a market capitalization of $1.54 billion, a price-to-earnings ratio of 22.74, a P/E/G ratio of 4.85 and a beta of 1.10. Payoneer Global has a 1-year low of $4.18 and a 1-year high of $8.75. The firm’s 50-day moving average price is $5.61 and its two-hundred day moving average price is $5.93.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the company. Alpine Global Management LLC acquired a new position in Payoneer Global in the 4th quarter valued at $177,000. Virtu Financial LLC acquired a new stake in shares of Payoneer Global in the 4th quarter valued at $129,000. Mercer Global Advisors Inc. ADV bought a new position in shares of Payoneer Global in the 4th quarter valued at $69,000. Vident Advisory LLC acquired a new position in Payoneer Global during the fourth quarter worth about $58,000. Finally, Empowered Funds LLC acquired a new position in Payoneer Global during the 4th quarter worth approximately $63,000. 82.22% of the stock is currently owned by institutional investors and hedge funds.

More 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

About Payoneer Global

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.