Vanguard Group Inc. Has $1.61 Billion Stock Holdings in Pinterest, Inc. $PINS

Key Points

• Vanguard raised its stake to 62,056,069 shares (about 9.19% of Pinterest), valued at roughly $1.61 billion, and institutional investors now own about 88.81% of the stock.
• A securities class action was filed by Pomerantz covering purchases between Feb. 7, 2025 and Feb. 12, 2026, and multiple investor‑rights firms are soliciting lead plaintiffs, creating heightened legal and financial uncertainty for the company.
• Analyst coverage is mixed with a consensus "Hold" and $25.40 target; the stock trades near $19.69 after a slight Q4 EPS miss ($0.67 vs. $0.68) while revenue grew ~14.3% year‑over‑year.

Vanguard Group Inc. lifted its stake in shares of Pinterest, Inc. (NYSE:PINS - Free Report) by 1.8% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 62,056,069 shares of the company's stock after buying an additional 1,069,646 shares during the quarter. Vanguard Group Inc. owned about 9.19% of Pinterest worth $1,606,632,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the company. Impax Asset Management Group plc bought a new stake in Pinterest in the 4th quarter valued at $1,068,000. Resonant Capital Advisors LLC boosted its stake in Pinterest by 8.1% in the 4th quarter. Resonant Capital Advisors LLC now owns 13,783 shares of the company's stock valued at $357,000 after purchasing an additional 1,032 shares during the period. Concurrent Investment Advisors LLC bought a new stake in Pinterest in the 4th quarter valued at $299,000. Calamos Advisors LLC boosted its stake in Pinterest by 22.3% in the 4th quarter. Calamos Advisors LLC now owns 236,000 shares of the company's stock valued at $6,110,000 after purchasing an additional 43,000 shares during the period. Finally, Rakuten Securities Inc. boosted its stake in Pinterest by 236.5% in the 4th quarter. Rakuten Securities Inc. now owns 12,558 shares of the company's stock valued at $325,000 after purchasing an additional 8,826 shares during the period. 88.81% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other news, Director Gokul Rajaram sold 2,100 shares of the business's stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $20.00, for a total transaction of $42,000.00. Following the completion of the transaction, the director owned 27,450 shares of the company's stock, valued at approximately $549,000. The trade was a 7.11% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Malik Ducard sold 2,293 shares of the business's stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $22.06, for a total value of $50,583.58. Following the transaction, the insider directly 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. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 5,443 shares of company stock valued at $113,584 in the last three months. 8.09% of the stock is owned by insiders.

Pinterest News Roundup

Here are the key news stories impacting Pinterest this week:

• Positive Sentiment: Benchmark trimmed its price target slightly from $34 to $33 but maintained a "buy" rating, signaling that at least one major firm still sees substantial upside vs. the current share level. Read More.
• Neutral Sentiment: RBC Capital kept a hold rating on PINS, reflecting cautious analyst stance and signaling expectations for modest near‑term performance rather than a clear catalyst. Read More.
• Neutral Sentiment: Coverage on AI‑powered shopping tools and Pinterest’s push into connected‑TV ads (via partnerships such as tvScientific) highlights potential revenue diversification and better ad targeting, but also flags higher operating costs and ongoing ad‑pricing pressure — a mixed operational outlook for investors to monitor. Read More.
• Neutral Sentiment: Analyst and outlet pieces examining Pinterest’s Q1 outlook and updated fair‑value estimates show only modest model resets (fair value roughly mid‑$20s), indicating cautious optimism but limited near‑term conviction. Watch Q1 metrics for ad pricing, impressions and AI‑driven monetization. Read More.
• Negative Sentiment: Pomerantz LLP filed a securities class action in the Northern District of California alleging misstatements/omissions for investors who bought PINS between Feb. 7, 2025 and Feb. 12, 2026 — a direct legal threat that can increase uncertainty, legal costs and share‑holder pressure. Read More.
• Negative Sentiment: Multiple investor‑rights firms (Rosen, Faruqi & Faruqi, Bronstein Gewirtz & Grossman, Bernstein Liebhard, Levi & Korsinsky, Glancy Prongay Wolke & Rotter, SueWallSt) are soliciting lead plaintiffs and issuing investor alerts related to the same Class Period — the proliferation of suits/solicitations amplifies downside risk and potential future litigation expenses. Read More.
• Negative Sentiment: Commentary including a Seeking Alpha Q1 preview labels Pinterest as "likely dead money" absent clear execution on user monetization and ad pricing — reflects growing skepticism among some sell‑side/independent analysts. Read More.

Pinterest Stock Performance

Pinterest stock opened at $19.69 on Friday. Pinterest, Inc. has a 52 week low of $13.84 and a 52 week high of $39.93. The stock has a market capitalization of $13.10 billion, a P/E ratio of 32.29, a price-to-earnings-growth ratio of 1.32 and a beta of 0.88. The stock has a fifty day moving average of $18.77 and a 200-day moving average of $23.64.

Pinterest (NYSE:PINS - Get Free Report) last posted its quarterly earnings results on Thursday, February 12th. The company reported $0.67 EPS for the quarter, missing analysts' consensus estimates of $0.68 by ($0.01). Pinterest had a return on equity of 7.95% and a net margin of 9.87%.The business had revenue of $1.32 billion for the quarter, compared to analyst estimates of $1.33 billion. During the same period last year, the firm posted $0.56 EPS. Pinterest's quarterly revenue was up 14.3% on a year-over-year basis. On average, research analysts forecast that Pinterest, Inc. will post 0.64 earnings per share for the current year.

Wall Street Analyst Weigh In

PINS has been the subject of a number of recent analyst reports. UBS Group upped their target price on Pinterest from $26.00 to $29.00 and gave the company a "buy" rating in a research report on Tuesday, April 21st. Rosenblatt Securities reiterated a "neutral" rating and set a $20.00 target price on shares of Pinterest in a research report on Wednesday, March 4th. JPMorgan Chase & Co. reiterated a "neutral" rating and set a $20.00 target price (down from $36.00) on shares of Pinterest in a research report on Friday, February 13th. Deutsche Bank Aktiengesellschaft downgraded Pinterest from a "buy" rating to a "hold" rating and set a $16.00 target price for the company. in a research report on Friday, February 13th. Finally, Wolfe Research set a $33.00 target price on Pinterest and gave the company an "outperform" rating in a research report on Monday, January 5th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, eighteen have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of "Hold" and a consensus target price of $25.40.

Pinterest Company 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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