Ninety One North America Inc. Acquires New Stake in Pinterest, Inc. $PINS

Ninety One North America Inc. acquired a new stake in Pinterest, Inc. (NYSE:PINS) in the fourth quarter, Holdings Channel reports. The firm acquired 83,397 shares of the company’s stock, valued at approximately $2,159,000.

Other institutional investors and hedge funds have also bought and sold shares of the company. N.E.W. Advisory Services LLC increased its holdings in Pinterest by 505.7% in the third quarter. N.E.W. Advisory Services LLC now owns 854 shares of the company’s stock valued at $27,000 after purchasing an additional 713 shares during the period. Atlantic Union Bankshares Corp increased its holdings in Pinterest by 3,839.1% in the third quarter. Atlantic Union Bankshares Corp now owns 906 shares of the company’s stock valued at $29,000 after purchasing an additional 883 shares during the period. Whittier Trust Co. of Nevada Inc. increased its holdings in Pinterest by 46.0% in the third quarter. Whittier Trust Co. of Nevada Inc. now owns 1,330 shares of the company’s stock valued at $42,000 after purchasing an additional 419 shares during the period. Fifth Third Bancorp increased its holdings in Pinterest by 2,409.1% in the third quarter. Fifth Third Bancorp now owns 1,380 shares of the company’s stock valued at $44,000 after purchasing an additional 1,325 shares during the period. Finally, Quent Capital LLC bought a new stake in Pinterest during the third quarter valued at $55,000. 88.81% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of analysts have weighed in on PINS shares. Argus downgraded Pinterest from a “buy” rating to a “hold” rating in a report on Monday, March 2nd. Mizuho set a $35.00 target price on Pinterest in a research report on Tuesday, February 3rd. Morgan Stanley cut their target price on Pinterest from $35.00 to $27.00 and set an “overweight” rating on the stock in a research report on Wednesday, March 25th. Sanford C. Bernstein restated an “outperform” rating and set a $20.00 target price on shares of Pinterest in a research report on Friday, February 13th. Finally, Bank of America restated a “neutral” rating and set a $19.00 target price (down from $39.00) on shares of Pinterest in a research report on Friday, February 13th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, seventeen have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $25.42.

Pinterest Price Performance

Shares of PINS opened at $20.13 on Friday. The stock has a 50-day moving average of $18.30 and a 200-day moving average of $24.36. The company has a market cap of $13.39 billion, a PE ratio of 33.00, a P/E/G ratio of 1.30 and a beta of 0.88. Pinterest, Inc. has a one year low of $13.84 and a one year high of $39.93.

Pinterest (NYSE:PINS) last issued its earnings results on Thursday, February 12th. The company reported $0.67 EPS for the quarter, missing the consensus estimate of $0.68 by ($0.01). The firm had revenue of $1.32 billion during the quarter, compared to analyst estimates of $1.33 billion. Pinterest had a net margin of 9.87% and a return on equity of 7.95%. The business’s quarterly revenue was up 14.3% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.56 earnings per share. Analysts expect that Pinterest, Inc. will post 0.6 EPS for the current fiscal year.

Insider Activity

In other news, Director Gokul Rajaram sold 2,100 shares of the firm’s stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $20.00, for a total value of $42,000.00. Following the completion of the sale, the director directly owned 27,450 shares in the company, valued at $549,000. This trade represents a 7.11% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Malik Ducard sold 2,293 shares of Pinterest stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $22.06, for a total value of $50,583.58. Following the transaction, the insider owned 695,187 shares of the company’s stock, valued at $15,335,825.22. This trade represents a 0.33% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 5,443 shares of company stock valued at $113,584. 7.06% of the stock is currently owned by company insiders.

Key Stories Impacting Pinterest

Here are the key news stories impacting Pinterest this week:

• Positive Sentiment: Monetization & capital return thesis: Analysts and commentators argue Pinterest’s AI-driven commerce improvements, international ARPU growth, new channels (CTV) and a ~$3.5B buyback/activist support could materially expand revenue and margins, supporting upside. Read More.
• Positive Sentiment: Near‑term momentum from capital‑return messaging: The stock rallied midweek after management/market discussion of buybacks and equity-award filings; traders later paused to digest RSU filings but the buyback narrative lifted sentiment. Read More.
• Positive Sentiment: Investor attention and user traction: Coverage highlighting Pinterest as a top internet-content pick and reports of record monthly active users (Q4 2025) are drawing retail/institutional interest that can amplify upside if engagement converts to ad revenue. Read More.
• Neutral Sentiment: Planned insider sale: Director Gokul Rajaram sold 2,100 shares via a pre‑arranged Rule 10b5‑1 plan; planned sales are less alarming than ad‑hoc disposals but attract attention. Read More.
• Neutral Sentiment: Analyst stance/valuation caution: Several analysts have trimmed targets or kept cautious ratings; the consensus sits near “Hold,” reflecting execution and competitive risk that may limit near‑term upside. Read More.
• Negative Sentiment: Major legal overhang — multiple class actions filed: Several law firms have announced securities‑fraud suits alleging misstatements about ad revenue/capabilities for the Feb 7, 2025–Feb 12, 2026 period; the lead‑plaintiff deadline is May 29, 2026. The volume of filings increases litigation risk, potential costs and uncertainty that can pressure the stock. Read More.

Pinterest Profile

Pinterest, Inc operates a visual discovery platform that helps users find inspiration and ideas for projects ranging from home design and fashion to cooking and travel. Users create and curate “Pins” — images or videos linked to content — organized on thematic boards. The service is available through its website and mobile applications and emphasizes personalized recommendations and visual search to surface relevant content based on user interests.

The company’s primary revenue model is advertising, offering promoted content formats that integrate into user feeds and search results.