PAY
Paymentus Holdings, Inc.
$21.12
+2.08%
$2.7B
No data for this timeframe.
Vol
Market Cap$2.7B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (75%)
Inst. Holders50 funds
Inst. Value$1.1B
Inst. Activity17 buys / 8 sells
Reddit Sentiment33° Cool
SEC Reports2
Recent Activity
Jun 8, 2026
Insider
OBEROI ARUN was granted 8,280 shares
Director
Jun 8, 2026
Insider
DAVIDS JODY R was granted 8,280 shares
Director
Jun 8, 2026
Insider
INGRAM WILLIAM was granted 8,280 shares
Director
May 4, 2026
earnings_calendar
PAY Q1 2026 Earnings After Market Close — 2026-05-04
Apr 8, 2026
SEC
Paymentus Holdings granted 480,000 restricted stock units (RSUs) to CEO Dushyant Sharma, vesting over five years startin
8-K — Impact 3/10
Feb 28, 2026
SEC
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and Schwab — significantly increased their po
INST-CLUSTER — Impact 6/10
Inst.
Capital World Investors — ADD
4,214,343 shares ($107.0M)
Inst.
BROWN BROTHERS HARRIMAN & — ADD
2,151,588 shares ($54.7M)
Price Targets
$34.29
+62.3% upside
Strong Buy
Current $21.12
Low $27.00
Median $35.00
High $37.00
7 analysts
$27.00
$37.00
Analyst Ratings
5Strong Buy
4Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 5, 2026 | Wedbush | MAINTAIN | Outperform → Outperform |
| May 5, 2026 | Baird | MAINTAIN | Outperform → Outperform |
| Feb 24, 2026 | Goldman Sachs | MAINTAIN | Neutral → Neutral |
| Feb 24, 2026 | Wedbush | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.19 ▲ +3.6% | $0.15 — $0.21 | 25% YoY | 7 |
| Next Q | $0.20 ▲ +0.6% | $0.15 — $0.22 | 18% YoY | 7 |
| Current FY | $0.83 ▲ +6.2% | $0.69 — $0.89 | 25% YoY | 7 |
| Next FY | $1.02 ▲ +1.9% | $0.86 — $1.10 | 23% YoY | 7 |
Latest Reports
NEUTRAL
8-K
3/10
Paymentus Holdings granted 480,000 restricted stock units (RSUs) to CEO Dushyant Sharma, vesting over five years startin
Apr 8, 2026
BULLISH
INST-CLUSTER
6/10
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and Schwab — significantly increased their po
Feb 28, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| WASATCH ADVISORS LP | $200.6M | ADD |
| Capital International Investors | $174.6M | — |
| Capital World Investors | $107.0M | ADD |
| VANGUARD CAPITAL MANAGEMENT LLC | $61.8M | — |
| FRANKLIN RESOURCES INC | $60.1M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 8, 2026 | OBEROI ARUN | A | $0.00 |
| Jun 8, 2026 | DAVIDS JODY | A | $0.00 |
| Jun 8, 2026 | INGRAM WILLIAM | A | $0.00 |
| May 27, 2026 | Barnds Thomas | J | $0.00 |
| May 27, 2026 | Palumbo Robert | J | $0.00 |
Reddit Sentiment
33°
Cool
Bearish
Neutral
Bullish
50 institutional holders with $1.1B total value (42,760,799 shares) as of 2026-Q1. Top holders: WASATCH, Capital, Capital. Net buying activity: 17 institutions added/increased vs 8 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | WASATCH ADVISORS LP | 7,896,896 | $200.6M | 18.5% | ADD +82.2% |
| 2 | Capital International Investors | 6,874,791 | $174.6M | 16.1% | — |
| 3 | Capital World Investors | 4,214,343 | $107.0M | 9.9% | ADD +68.6% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2,434,592 | $61.8M | 5.7% | — |
| 5 | FRANKLIN RESOURCES INC | 2,365,011 | $60.1M | 5.5% | — |
| 6 | BROWN BROTHERS HARRIMAN & CO | 2,151,588 | $54.7M | 5.0% | ADD +36.1% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2,119,189 | $53.8M | 5.0% | — |
| 8 | FULLER & THALER ASSET MANAGEMENT, INC. | 1,951,792 | $49.6M | 4.6% | NEW |
| 9 | BlackRock, Inc. | 1,025,748 | $26.1M | 2.4% | — |
| 10 | LOOMIS SAYLES & CO L P | 1,004,321 | $25.5M | 2.3% | ADD +58.5% |
| 11 | Invesco Ltd. | 1,003,391 | $25.5M | 2.3% | TRIM -65.1% |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 907,397 | $23.0M | 2.1% | — |
| 13 | DIMENSIONAL FUND ADVISORS LP | 835,799 | $21.2M | 2.0% | ADD +42.3% |
| 14 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 641,230 | $16.3M | 1.5% | ADD +29.8% |
| 15 | CITADEL ADVISORS LLC | 599,801 | $15.2M | 1.4% | — |
| 16 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 537,843 | $13.7M | 1.3% | NEW |
| 17 | MACKENZIE FINANCIAL CORP | 506,803 | $12.9M | 1.2% | NEW |
| 18 | FMR LLC | 489,464 | $12.4M | 1.1% | — |
| 19 | SEI INVESTMENTS CO | 396,555 | $10.1M | 0.9% | DOUBLED +106.2% |
| 20 | STATE STREET CORP | 379,866 | $9.6M | 0.9% | ADD +39.1% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Capital World Investors | ADD | 2,499,583 | 4,214,343 | +68.6% | $107.0M | 2026-Q1 |
| BROWN BROTHERS HARRIMAN & CO | ADD | 1,580,593 | 2,151,588 | +36.1% | $54.7M | 2026-Q1 |
| Invesco Ltd. | TRIM | 2,877,486 | 1,003,391 | -65.1% | $25.5M | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP | ADD | 587,285 | 835,799 | +42.3% | $21.2M | 2026-Q1 |
| MACKENZIE FINANCIAL CORP | NEW | — | 506,803 | — | $12.9M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 137,215 | 349,993 | +155.1% | $8.9M | 2026-Q1 |
| MARSHALL WACE, LLP | DOUBLED | 71,627 | 274,408 | +283.1% | $7.0M | 2026-Q1 |
| Trexquant Investment LP | ADD | 164,720 | 223,792 | +35.9% | $5.7M | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC | ADD | 39,721 | 72,999 | +83.8% | $1.9M | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | TRIM | 130,394 | 59,100 | -54.7% | $1.5M | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | TRIM | 204,109 | 58,670 | -71.3% | $1.5M | 2026-Q1 |
| Brevan Howard Capital Management LP | ADD | 35,287 | 53,204 | +50.8% | $1.4M | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL | ADD | 25,094 | 45,751 | +82.3% | $1.2M | 2026-Q1 |
| Vident Advisory, LLC | TRIM | 135,602 | 44,971 | -66.8% | $1.1M | 2026-Q1 |
| Legal & General Group Plc | ADD | 31,291 | 43,726 | +39.7% | $1.1M | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | ADD | 13,823 | 22,966 | +66.1% | $583.3K | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | DOUBLED | 417 | 11,495 | +2656.6% | $292.0K | 2026-Q1 |
| CWM, LLC | DOUBLED | 187 | 8,503 | +4447.1% | $216.0K | 2026-Q1 |
| Pictet Asset Management Holding SA | TRIM | 32,819 | 8,227 | -74.9% | $209.0K | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | 2,519 | 5,961 | +136.6% | $151.4K | 2026-Q1 |
| Allworth Financial LP | DOUBLED | 12 | 399 | +3225.0% | $10.1K | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ | TRIM | 569,016 | 308,234 | -45.8% | $7.8K | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. | ADD | 94 | 162 | +72.3% | $4.1K | 2026-Q1 |
| Russell Investments Group, Ltd. | NEAR_EXIT | 10,192 | 65 | -99.4% | $1.7K | 2026-Q1 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | EXIT | 2,239,138 | 0 | -100.0% | $0.00 | 2026-Q1 |
10 unique insiders with 20 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 8, 2026 | OBEROI ARUN | Director | AWARD | 8,280 | — | — |
| Jun 8, 2026 | DAVIDS JODY R | Director | AWARD | 8,280 | — | — |
| Jun 8, 2026 | INGRAM WILLIAM | Director | AWARD | 8,280 | — | — |
| May 27, 2026 | Barnds Thomas | 10%+ Owner | J | 155,574 | — | — |
| May 27, 2026 | Palumbo Robert | Director | J | 155,574 | — | — |
| May 27, 2026 | Accel-KKR Holdings GP, LLC | Director | J | 155,574 | — | — |
| May 15, 2026 | Kalra Sanjay | SVP and CFO | TAX W/H | 19,494 | — | — |
| May 15, 2026 | Portocalis Gerasimos (Jerry) | Chief Commercial Officer | TAX W/H | 4,329 | — | — |
| May 15, 2026 | Sharma Dushyant | Chairman, President and CEO | TAX W/H | 27,054 | — | — |
| Apr 7, 2026 | Sharma Dushyant | Chairman, President and CEO | AWARD | 480,000 | — | — |
| Mar 13, 2026 | Gerber Andrew A. | General Counsel and Secretary | TAX W/H | 1,456 | — | — |
| Mar 13, 2026 | Kalra Sanjay | SVP and CFO | TAX W/H | 7,372 | — | — |
| Mar 13, 2026 | Portocalis Gerasimos (Jerry) | Chief Commercial Officer | TAX W/H | 4,644 | — | — |
| Mar 9, 2026 | Portocalis Gerasimos (Jerry) | Chief Commercial Officer | AWARD | 139,644 | — | — |
| Mar 9, 2026 | Kalra Sanjay | SVP and CFO | AWARD | 139,644 | — | — |
| Mar 9, 2026 | Gerber Andrew A. | General Counsel and Secretary | AWARD | 23,274 | — | — |
| Feb 15, 2026 | Gerber Andrew A. | General Counsel and Secretary | TAX W/H | 3,900 | — | — |
| Feb 15, 2026 | Sharma Dushyant | Chairman, President and CEO | TAX W/H | 27,427 | — | — |
| Feb 15, 2026 | Portocalis Gerasimos (Jerry) | Chief Commercial Officer | TAX W/H | 2,989 | — | — |
| Feb 15, 2026 | Kalra Sanjay | SVP and CFO | TAX W/H | 19,816 | — | — |
2 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 4.5/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (75% buy). Based on 12 analysts: 5 strong buy, 4 buy, 3 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$34.29 mean target
+62.3% upside
Strong Buy (1.57)
$27.00 Low
$37.00 High
| Metric | Value |
|---|---|
| Current Price | $21.12 |
| Target Low | $27.00 |
| Target Mean | $34.29 |
| Target Median | $35.00 |
| Target High | $37.00 |
| # Analysts | 7 |
| Recommendation | Strong Buy (1.57) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.19 | $0.15 | $0.21 | 25.4% | +3.6% | 5↑ 1↓ | $0.3B | 23.3% | 7 |
| Next Q 2026-09-30 |
$0.20 | $0.15 | $0.22 | 18.3% | +0.6% | 2↑ 2↓ | $0.4B | 14.8% | 7 |
| Current FY 2026-12-31 |
$0.83 | $0.69 | $0.89 | 25.2% | +6.2% | 7↑ 0↓ | $1.4B | 19.9% | 7 |
| Next FY 2027-12-31 |
$1.02 | $0.86 | $1.10 | 23.2% | +1.9% | 6↑ 1↓ | $1.7B | 18.1% | 7 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.188 | |
| 7d ago | $0.188 | |
| 30d ago | $0.182 | +0.007 |
| 60d ago | $0.177 | +0.011 |
| 90d ago | $0.177 | +0.011 |
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 5, 2026 | Wedbush | MAINTAIN | Outperform | Outperform |
| May 5, 2026 | Baird | MAINTAIN | Outperform | Outperform |
| Feb 24, 2026 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Feb 24, 2026 | Wedbush | MAINTAIN | Outperform | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 5 | 4 | 3 | 0 | 0 | 75% | |
| May 1, 2026 | 5 | 4 | 3 | 0 | 0 | 75% | |
| Apr 1, 2026 | 5 | 4 | 3 | 0 | 0 | 75% | |
| Mar 1, 2026 | 6 | 3 | 3 | 0 | 0 | 75% | |
| Feb 1, 2026 | 5 | 4 | 3 | 0 | 0 | 75% | |
| Jan 1, 2026 | 5 | 4 | 3 | 0 | 0 | 75% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
33°
Cool
Bearish
Neutral
Bullish
2 mentions
0 bullish
2 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Apr 22, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Apr 22, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
May 4, 2026
earnings_calendar
PAY Q1 2026 Earnings After Market Close — 2026-05-04
Mar 2, 2026
short_interest
FTD: PAY — 97,328 shares ($2.4M) failed to deliver
Settlement: 20260302, Price: $24.47, FTD Value: $2,381,616.16, PAYMENTUS HLDGS INC COM CL A
Feb 23, 2026
earnings_calendar
PAY Q4 2025 Earnings After Market Close — 2026-02-23
Feb 5, 2026
short_interest
FTD: PAY — 79,017 shares ($2.0M) failed to deliver
Settlement: 20260205, Price: $25.13, FTD Value: $1,985,697.21, PAYMENTUS HLDGS INC COM CL A