PA
PAY
Paymentus Holdings, Inc.
$21.11
+2.83%
$2.6B
No data for this timeframe.
Vol
Market Cap$2.6B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (75%)
Inst. Holders8 funds
Inst. Value$184.9M
Inst. Activity3 buys / 0 sells
Reddit Sentiment33° Cool
SEC Reports2
Recent Activity
Jun 8, 2026
Insider
OBEROI ARUN sold 8,280 shares
Director @ $0.00 ($0.00)
Jun 8, 2026
Insider
DAVIDS JODY R sold 8,280 shares
Director @ $0.00 ($0.00)
Jun 8, 2026
Insider
INGRAM WILLIAM sold 8,280 shares
Director @ $0.00 ($0.00)
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.
TWO SIGMA INVESTMENTS, LP — ADD
193,629 shares ($6.1M)
Inst.
BANK OF AMERICA CORP — ADD
137,215 shares ($4.3M)
Price Targets
$34.29
+62.4% upside
Strong Buy
Current $21.11
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 |
|---|---|---|
| VANGUARD GROUP INC | $138.7M | ADD |
| FMR LLC | $15.3M | TRIM |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $9.4M | DOUBLED |
| MORGAN STANLEY | $6.8M | TRIM |
| TWO SIGMA INVESTMENTS, LP | $6.1M | ADD |
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
8 institutional holders with $184.9M total value (5,854,207 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, CHARLES. Net buying activity: 3 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 4,391,890 | $138.7M | 75.0% | ADD +33.0% |
| 2 | FMR LLC | 485,638 | $15.3M | 8.3% | TRIM -33.8% |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 297,309 | $9.4M | 5.1% | DOUBLED +1480.8% |
| 4 | MORGAN STANLEY | 216,198 | $6.8M | 3.7% | TRIM -55.3% |
| 5 | TWO SIGMA INVESTMENTS, LP | 193,629 | $6.1M | 3.3% | ADD +39.7% |
| 6 | BANK OF AMERICA CORP /DE/ | 137,215 | $4.3M | 2.3% | ADD +38.1% |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 92,997 | $2.9M | 1.6% | NEW |
| 8 | WELLS FARGO & COMPANY/MN | 39,331 | $1.2M | 0.7% | ADD +58.2% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | ADD | 138,579 | 193,629 | +39.7% | $6.1M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 99,375 | 137,215 | +38.1% | $4.3M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 92,997 | — | $2.9M | 2025-Q4 |
| VANGUARD GROUP INC | ADD | 2,734,982 | 3,638,609 | +33.0% | $111.3M | 2025-Q3 |
| FMR LLC | TRIM | 863,591 | 571,700 | -33.8% | $17.5M | 2025-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | DOUBLED | 15,409 | 243,580 | +1480.8% | $7.5M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | ADD | 55,059 | 99,375 | +80.5% | $3.0M | 2025-Q3 |
| UBS Group AG | DOUBLED | 10,084 | 95,235 | +844.4% | $2.9M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 42,100 | 0 | -100.0% | $0.00 | 2025-Q3 |
| FMR LLC | ADD | 674,839 | 863,591 | +28.0% | $28.3M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 55,446 | 121,452 | +119.0% | $4.0M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 167,600 | 42,100 | -74.9% | $1.4M | 2025-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 8,752 | 15,409 | +76.1% | $504.6K | 2025-Q2 |
| UBS Group AG | NEAR_EXIT | 66,292 | 10,084 | -84.8% | $330.3K | 2025-Q2 |
| VANGUARD GROUP INC | ADD | 1,796,659 | 2,347,870 | +30.7% | $61.3M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 353,774 | 224,404 | -36.6% | $5.9M | 2025-Q1 |
| MORGAN STANLEY | TRIM | 494,104 | 221,075 | -55.3% | $5.8M | 2025-Q1 |
| UBS Group AG | TRIM | 92,193 | 66,292 | -28.1% | $1.7M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 92,918 | 55,446 | -40.3% | $1.4M | 2025-Q1 |
| NORGES BANK | EXIT | 94,600 | 0 | -100.0% | $0.00 | 2025-Q1 |
| MORGAN STANLEY | DOUBLED | 153,862 | 494,104 | +221.1% | $16.1M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 85,100 | 221,200 | +159.9% | $7.2M | 2024-Q4 |
| NORGES BANK | NEW | — | 94,600 | — | $3.1M | 2024-Q4 |
| UBS Group AG | DOUBLED | 33,501 | 92,193 | +175.2% | $3.0M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 8,353 | 39,633 | +58.2% | $1.3M | 2024-Q4 |
10 unique insiders with 0 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 | A | 8,280 | $0.00 | $0.00 |
| Jun 8, 2026 | DAVIDS JODY R | Director | A | 8,280 | $0.00 | $0.00 |
| Jun 8, 2026 | INGRAM WILLIAM | Director | A | 8,280 | $0.00 | $0.00 |
| May 27, 2026 | Barnds Thomas | 10%+ Owner | J | 155,574 | $0.00 | $0.00 |
| May 27, 2026 | Palumbo Robert | Director | J | 155,574 | $0.00 | $0.00 |
| May 27, 2026 | Accel-KKR Holdings GP, LLC | Director | J | 155,574 | $0.00 | $0.00 |
| May 15, 2026 | Kalra Sanjay | SVP and CFO | F | 19,494 | $0.00 | $0.00 |
| May 15, 2026 | Portocalis Gerasimos (Jerry) | Chief Commercial Officer | F | 4,329 | $0.00 | $0.00 |
| May 15, 2026 | Sharma Dushyant | Chairman, President and CEO | F | 27,054 | $0.00 | $0.00 |
| Apr 7, 2026 | Sharma Dushyant | Chairman, President and CEO | A | 480,000 | $0.00 | $0.00 |
| Mar 13, 2026 | Gerber Andrew A. | General Counsel and Secretary | F | 1,456 | $0.00 | $0.00 |
| Mar 13, 2026 | Kalra Sanjay | SVP and CFO | F | 7,372 | $0.00 | $0.00 |
| Mar 13, 2026 | Portocalis Gerasimos (Jerry) | Chief Commercial Officer | F | 4,644 | $0.00 | $0.00 |
| Mar 9, 2026 | Portocalis Gerasimos (Jerry) | Chief Commercial Officer | A | 139,644 | $0.00 | $0.00 |
| Mar 9, 2026 | Kalra Sanjay | SVP and CFO | A | 139,644 | $0.00 | $0.00 |
| Mar 9, 2026 | Gerber Andrew A. | General Counsel and Secretary | A | 23,274 | $0.00 | $0.00 |
| Feb 15, 2026 | Gerber Andrew A. | General Counsel and Secretary | F | 3,900 | $0.00 | $0.00 |
| Feb 15, 2026 | Sharma Dushyant | Chairman, President and CEO | F | 27,427 | $0.00 | $0.00 |
| Feb 15, 2026 | Portocalis Gerasimos (Jerry) | Chief Commercial Officer | F | 2,989 | $0.00 | $0.00 |
| Feb 15, 2026 | Kalra Sanjay | SVP and CFO | F | 19,816 | $0.00 | $0.00 |
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
+62.4% upside
Strong Buy (1.57)
$27.00 Low
$37.00 High
| Metric | Value |
|---|---|
| Current Price | $21.11 |
| 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