Pinterest shares fall 3.7% amid insider-selling focus and post-rally consolidation

Pinterest, Inc. (PINS) is down 3.7% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to renewed attention on recent insider selling activity, which can pressure sentiment after a strong run earlier in the quarter. With no obvious same-day product or earnings update, the decline also looks consistent with routine post-rally profit-taking in ad-tech and social-media names.

Details:

Recent Form 4 filings show Executive Chairman and co-founder Benjamin Silbermann sold shares under a pre-arranged Rule 10b5-1 trading plan, a development that can weigh on near-term investor positioning.

Pinterest has been active on capital returns in 2026, including a large, announced near-term repurchase plan tied to a strategic investment; buyback activity can support the stock longer-term but does not always offset short-term sentiment shocks.

After the company’s recent corporate-finance updates and earlier volatility around guidance, the stock has remained sensitive to incremental signals on demand and management confidence, making it prone to outsized moves on limited headlines.

Sources:

SEC, Pinterest Investor Relations, MarketBeat

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$PINS Insider Trading Activity

$PINS insiders have traded $PINS stock on the open market 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 have been sales.

Here’s a breakdown of recent trading of $PINS stock by insiders over the last 6 months:

BENJAMIN SILBERMANN has made 0 purchases and 4 sales selling 187,500 shares for an estimated $3,937,218.
DONNELLY JULIA BRAU (Chief Financial Officer) sold 22,821 shares for an estimated $590,098
WANJIKU JUANITA WALCOTT (Chief Legal & Bus Affairs Ofc.) sold 27,337 shares for an estimated $559,402
MALIK DUCARD (Chief Content Officer) has made 0 purchases and 3 sales selling 10,586 shares for an estimated $265,776.
GOKUL RAJARAM has made 0 purchases and 3 sales selling 4,200 shares for an estimated $84,000.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$PINS Hedge Fund Activity

We have seen 344 institutional investors add shares of $PINS stock to their portfolio, and 599 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

GOLDMAN SACHS GROUP INC added 48,064,185 shares (+1256.0%) to their portfolio in Q1 2026, for an estimated $881,497,152
PRICE T ROWE ASSOCIATES INC /MD/ removed 22,071,861 shares (-79.4%) from their portfolio in Q1 2026, for an estimated $404,797,930
BAILLIE GIFFORD & CO removed 7,800,244 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $201,948,317
NINETY ONE UK LTD removed 7,411,185 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $135,921,132
VICTORY CAPITAL MANAGEMENT INC added 6,258,628 shares (+30.5%) to their portfolio in Q4 2025, for an estimated $162,035,878
CLEARBRIDGE INVESTMENTS, LLC removed 5,338,466 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $97,907,466
FEDERATED HERMES, INC. added 5,189,235 shares (+2248.5%) to their portfolio in Q1 2026, for an estimated $95,170,569

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$PINS Congressional Stock Trading

Members of Congress have traded $PINS stock 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.

Here’s a breakdown of recent trading of $PINS stock by members of Congress over the last 6 months:

REPRESENTATIVE CHRISTIAN MENEFEE has traded it 2 times. They made 0 purchases and 2 sales worth up to $65,000 on 05/28, 02/17.
REPRESENTATIVE JULIA LETLOW sold up to $15,000 on 12/16.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$PINS Analyst Ratings

Wall Street analysts have issued reports on $PINS in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Benchmark issued a "Buy" rating on 04/30/2026
UBS issued a "Buy" rating on 01/20/2026

To track analyst ratings and price targets for $PINS, check out Quiver Quantitative's $PINS forecast page.

$PINS Price Targets

Multiple analysts have issued price targets for $PINS recently. We have seen 24 analysts offer price targets for $PINS in the last 6 months, with a median target of $27.0.

Here are some recent targets:

Alec Brondolo from Wells Fargo set a target price of $28.0 on 05/06/2026
Mark Kelley from Stifel set a target price of $27.0 on 05/05/2026
Barton Crockett from Rosenblatt set a target price of $24.0 on 05/05/2026
John Blackledge from TD Cowen set a target price of $38.0 on 05/05/2026
Brian Nowak from Morgan Stanley set a target price of $30.0 on 05/05/2026
Jason Helfstein from Oppenheimer set a target price of $30.0 on 05/05/2026
Thomas Champion from Piper Sandler set a target price of $26.0 on 05/05/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.