Stocks Consumer discretionary PAYO
NASDAQ · Consumer discretionaryPayoneer Global Inc. (PAYO)
Payoneer Global Inc. brought in $1.1B of revenue over the twelve months to September 30, 2026, up 4.6% from a year earlier. Net income was $51.1M, a net margin of 4.7%. Operating cash flow minus capital spending left $206.6M of free cash flow in fiscal 2025. At September 30, 2026 it held $362.6M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 5, 2026.
Key facts about Payoneer Global Inc.
- Net worth
- Payoneer Global Inc. has a market value (market cap) of $2.4B at the latest share price, and shareholders' equity of $665.7M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $1.1B (+7.7% year on year), with net income of $73.2M. Over the 12 months to September 30, 2026: revenue $1.1B, net income $51.1M.
- Cash flow
- In fiscal 2025 operations brought in $233.5M of cash; after $26.9M of capital spending, free cash flow was $206.6M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 5, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Payoneer Global Inc.'s next report is expected around February 25, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What Payoneer Global Inc. does
Payoneer Global Inc. is registered with the SEC under industry code SIC 7389 (Services-Business Services, NEC). Its shares trade on NASDAQ under the ticker PAYO.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $1.1B | $73.2M | $0.19 | $206.6M |
| 2024 | $977.7M | $121.2M | $0.31 | $168.7M |
| 2023 | $831.1M | $93.3M | $0.24 | $151M |
| 2022 | $627.6M | -$12M | -$0.03 | $73.5M |
| 2021 | $473.4M | -$34M | -$0.33 | $13.1M |
| 2021 | $345.6M | -$23.7M | -$0.80 | $4.5M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where PAYO ranks in Consumer discretionary
Latest SEC filings
What Payoneer Global Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 5, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 2.2% to $276.9M versus the same quarter last year; diluted EPS $0.04 versus $0.04.
- November 5, 2026
- October 8, 2026Executive or director change8-KPayoneer announced the resignation of director Barak Eilam and approved a $5,250,000 cash retention award for Chief Legal and Governance Officer Tsafi Goldman.
- September 14, 2026
- September 8, 2026Additional proxy material DEFA14A
- September 8, 2026Other event 8-K
- August 11, 2026Merger proxy statement DEFM14A
- August 6, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 5.2% to $274.3M versus the same quarter last year; diluted EPS -$0.01 versus $0.05.
- August 6, 2026Additional proxy material DEFA14A
- August 6, 2026
What is PAYO worth? A DCF from its reported cash flow
Insider trades
What the people running Payoneer Global Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider bought or sold shares on the open market in the last 90 days. The 11 reported changes were pay in shares, option exercises, shares withheld for tax or gifts.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| October 16, 2026 | Ordonez BeatriceChief Financial Officer | Shares withheld for tax | 60,485 | $430.7K |
| August 20, 2026 | Goldman TsafiChief Legal & Governance Ofcr. | Shares withheld for tax | 1,652 | $11.7K |
| August 20, 2026 | Ordonez BeatriceChief Financial Officer | Shares withheld for tax | 3,303 | $23.4K |
| August 20, 2026 | Caplan JohnChief Executive Officer, Director | Shares withheld for tax | 6,936 | $49.2K |
| August 19, 2026 | Caplan JohnChief Executive Officer, Director | Shares withheld for tax | 34,563 | $245.4K |
| August 17, 2026 | Goldman TsafiChief Legal & Governance Ofcr | Shares withheld for tax | 6,160 | $43.9K |
| August 17, 2026 | Ordonez BeatriceChief Financial Officer | Shares withheld for tax | 12,321 | $87.8K |
| August 17, 2026 | Caplan JohnChief Executive Officer, Director | Shares withheld for tax | 25,873 | $184.5K |
Who owns PAYO
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Technology Crossover Management Viii, Ltd.13D, may seek influence with 7 related filers | 10.2% | June 16, 2026 |
| Arthur Dantchik13D, may seek influence with 1 related filers | 6.3% | December 29, 2025 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 300 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 39,055,605 | -918,551 |
| Technology Crossover Management VIII, Ltd. | 34,197,116 | 0 |
| Susquehanna Capital Management, LLC | 20,546,965 | 0 |
| Vanguard Portfolio Management LLC | 14,717,958 | -12,744 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 13,722,257 | -12,326 |
| Vanguard Capital Management LLC | 12,146,285 | -397,492 |
| State Street Corp | 10,839,124 | -93,675 |
| Pentwater Capital Management LP | 9,888,410 | new |
| Dimensional Fund Advisors LP | 8,732,974 | +1,188,554 |
| Magnetar Financial LLC | 7,109,868 | +7,096,695 |
| Geode Capital Management, LLC | 7,088,655 | -60,752 |
| Arrowstreet Capital, Limited Partnership | 5,561,761 | new |
| Morgan Stanley | 4,721,865 | -346,991 |
| Jpmorgan Chase & Co | 4,609,455 | +3,616,502 |
| American Century Companies Inc | 4,546,665 | -3,102,073 |
| Balyasny Asset Management L.P. | 4,510,577 | +3,664,994 |
| Fmr LLC | 4,426,754 | +1,416,449 |
| Healthcare of Ontario Pension Plan Trust Fund | 4,364,447 | +2,902,665 |
| Millennium Management LLC | 5,656,799 | +3,646,397 |
| Ameriprise Financial Inc | 3,722,517 | +80,122 |
Insiders
11 insiders reported holding 12,763,968 shares in total, about $91.3M at the last price.
| Holder | Shares |
|---|---|
| Caplan JohnChief Executive Officer, Director | 5,654,906 |
| Ordonez BeatriceChief Financial Officer | 2,726,478 |
| Goldman AmirDirector | 2,345,0852,257,860 held indirectly |
| Goldman TsafiChief Legal & Governance Ofcr. | 970,183 |
| Patsley Pamela HDirector | 240,818 |
| Williams RichDirector | 235,791 |
| Perry ItaiChief Accounting Officer | 175,266 |
| Caro del Castillo ShardaDirector | 142,339 |
| Morgan SusannaDirector | 141,354 |
| Eilam BarakDirector | 66,162 |
Questions about PAYO
What does Payoneer Global Inc. do?
Payoneer Global Inc. is a company in the Consumer discretionary sector, listed on NASDAQ as PAYO. Its shares trade on NASDAQ under the ticker PAYO.
What is Payoneer Global Inc.'s net worth?
Payoneer Global Inc. has a market value (market cap) of $2.4B at the latest share price, and shareholders' equity of $665.7M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Payoneer Global Inc. profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $51.1M on revenue of $1.1B, a net margin of 4.7%.
How much revenue does Payoneer Global Inc. make?
Over the twelve months to September 30, 2026 Payoneer Global Inc. reported revenue of $1.1B. That is 4.6% more than a year earlier.
When did Payoneer Global Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 5, 2026. It covers the period to September 30, 2026.
When is Payoneer Global Inc.'s next earnings report?
Payoneer Global Inc.'s next report is expected around February 25, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Payoneer Global Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.