Pinterest, Inc. $PINS Stock Position Lowered by Robeco Institutional Asset Management B.V.

Key Points

• Robeco Institutional Asset Management B.V. cut its Pinterest stake by 43.7% in Q4, selling 312,222 shares and retaining 403,033 shares (about 0.06% of the company) valued at roughly $10.4 million.
• Several large institutions (including Vanguard, Victory Capital, Man Group and Davis Selected Advisers) added substantial positions, leaving institutional investors with about 88.81% ownership of Pinterest.
• Analysts have lowered ratings and price targets (multiple downgrades), producing a MarketBeat consensus of "Hold" with a $25.42 consensus price target, and Pinterest slightly missed Q4 EPS and revenue estimates.

Robeco Institutional Asset Management B.V. lessened its position in Pinterest, Inc. (NYSE:PINS - Free Report) by 43.7% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 403,033 shares of the company's stock after selling 312,222 shares during the quarter. Robeco Institutional Asset Management B.V. owned approximately 0.06% of Pinterest worth $10,435,000 as of its most recent filing with the SEC.

Several other hedge funds have also made changes to their positions in PINS. Davis Selected Advisers purchased a new stake in shares of Pinterest in the 3rd quarter valued at approximately $253,887,000. Man Group plc lifted its position in shares of Pinterest by 185.7% in the 3rd quarter. Man Group plc now owns 4,983,427 shares of the company's stock valued at $160,317,000 after acquiring an additional 3,239,222 shares in the last quarter. Victory Capital Management Inc. lifted its position in shares of Pinterest by 18.5% in the 3rd quarter. Victory Capital Management Inc. now owns 20,550,242 shares of the company's stock valued at $685,899,000 after acquiring an additional 3,213,241 shares in the last quarter. Vanguard Group Inc. lifted its position in shares of Pinterest by 5.3% in the 3rd quarter. Vanguard Group Inc. now owns 60,986,423 shares of the company's stock valued at $1,961,933,000 after acquiring an additional 3,044,674 shares in the last quarter. Finally, Erste Asset Management GmbH lifted its position in Pinterest by 33,818.9% in the 3rd quarter. Erste Asset Management GmbH now owns 2,510,000 shares of the company's stock worth $83,633,000 after buying an additional 2,502,600 shares in the last quarter. Hedge funds and other institutional investors own 88.81% of the company's stock.

Analysts Set New Price Targets

Several research firms have recently commented on PINS. Loop Capital cut shares of Pinterest from a "buy" rating to a "hold" rating and lowered their price target for the company from $45.00 to $18.00 in a report on Friday, February 13th. Sanford C. Bernstein reaffirmed an "outperform" rating and issued a $20.00 price target on shares of Pinterest in a research note on Friday, February 13th. Royal Bank Of Canada downgraded shares of Pinterest from an "outperform" rating to a "sector perform" rating and dropped their price target for the stock from $38.00 to $17.00 in a research note on Friday, February 13th. Weiss Ratings downgraded shares of Pinterest from a "hold (c-)" rating to a "sell (d+)" rating in a research note on Thursday, April 2nd. Finally, Robert W. Baird reaffirmed a "neutral" rating and issued a $20.00 price target (down from $35.00) on shares of Pinterest in a research note on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, seventeen have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Pinterest has a consensus rating of "Hold" and a consensus price target of $25.42.

Insider Activity

In other news, insider Malik Ducard sold 2,293 shares of the company's stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $22.06, for a total transaction of $50,583.58. Following the completion of the sale, the insider owned 695,187 shares in the company, valued at approximately $15,335,825.22. This represents a 0.33% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Company insiders own 7.06% of the company's stock.

Pinterest Stock Performance

PINS opened at $20.33 on Thursday. The company has a market cap of $13.52 billion, a PE ratio of 33.32, a price-to-earnings-growth ratio of 1.21 and a beta of 0.88. The stock has a 50-day moving average of $18.27 and a 200-day moving average of $24.49. Pinterest, Inc. has a 52-week low of $13.84 and a 52-week high of $39.93.

Pinterest (NYSE:PINS - Get Free Report) last released its quarterly earnings results on Thursday, February 12th. The company reported $0.67 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.68 by ($0.01). The company had revenue of $1.32 billion for the quarter, compared to the consensus estimate of $1.33 billion. Pinterest had a return on equity of 7.95% and a net margin of 9.87%.The business's revenue was up 14.3% compared to the same quarter last year. During the same quarter last year, the company posted $0.56 EPS. On average, research analysts predict that Pinterest, Inc. will post 0.6 earnings per share for the current year.

Pinterest News Summary

Here are the key news stories impacting Pinterest this week:

• Positive Sentiment: Upcoming earnings catalyst — Pinterest will report first‑quarter 2026 results on May 4 after the close, creating a near‑term event that could drive price action if revenue or ad trends beat expectations. Read More.
• Positive Sentiment: Analyst/earnings setups — screens like Zacks’ Earnings ESP flagged technology names that could beat estimates; if Pinterest is among such names, investors may be positioning for an earnings surprise. Read More.
• Neutral Sentiment: Street sentiment remains mixed — brokerages show an average “Hold” recommendation on PINS, indicating analysts are cautious and not uniformly bullish. That limits conviction on any rally. Read More.
• Neutral Sentiment: Modest valuation reset — at least one research note trimmed Pinterest’s fair‑value estimate slightly (e.g., from $23.81 to $23.16), a small haircut that can tighten upside expectations for price‑target‑sensitive investors. Read More.
• Negative Sentiment: Legal overhang intensifies — a wave of securities‑fraud class actions and multiple firm “investor alerts” say suits allege Pinterest misled investors about advertising trends, tariff impacts and the timing/need for a major restructuring; consolidated filings and an approaching May 29 lead‑plaintiff deadline raise the prospect of costly litigation, settlements or prolonged disclosure risk. Read More.
• Negative Sentiment: Multiple law firms soliciting clients — several firms (Glancy Prongay, Faruqi & Faruqi, Levi & Korsinsky, Rosen, Bernstein Liebhard, Schall, etc.) are publicly seeking lead plaintiffs and claimants, which keeps the story in headlines and may sustain volatility and downside risk until legal clarity is reached. 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.

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