Brokerages Set Paymentus Holdings, Inc. (NYSE:PAY) Price Target at $35.20

Paymentus Holdings, Inc. (NYSE:PAYGet Free Report) has been assigned a consensus recommendation of “Moderate Buy” from the six research firms that are currently covering the company, Marketbeat.com reports. Four equities research analysts have rated the stock with a hold rating, one has issued a buy rating and one has issued a strong buy rating on the company. The average twelve-month price objective among analysts that have issued ratings on the stock in the last year is $35.20.

Several research firms have recently commented on PAY. Wedbush raised their price target on Paymentus from $32.00 to $36.00 and gave the stock an “outperform” rating in a research report on Tuesday, May 5th. Weiss Ratings lowered Paymentus from a “hold (c+)” rating to a “hold (c)” rating in a research note on Thursday, June 11th. Finally, Robert W. Baird cut Paymentus from an “outperform” rating to a “neutral” rating and set a $34.00 target price for the company. in a report on Thursday, July 30th.

Check Out Our Latest Stock Report on Paymentus

Paymentus News Summary

Here are the key news stories impacting Paymentus this week:

  • Positive Sentiment: Revenue and earnings beat estimates. Paymentus reported revenue of approximately $360.7 million, up 28.8% year over year and above consensus estimates ranging from $345.4 million to $356.7 million. Quarterly EPS was $0.25, versus analyst expectations of $0.19-$0.20 and $0.11 a year earlier. Paymentus Reports Second Quarter 2026 Financial Results
  • Positive Sentiment: Profitability and cash flow improved sharply. Gross profit increased 32% to $94.3 million, operating profit more than doubled to $32.6 million, and net income attributable to common shareholders rose 73.8% to $25.6 million. Operating cash flow reached $48.9 million, while cash and equivalents increased 41.8% year over year to $377.7 million. Paymentus Holdings Q2 2026 Earnings
  • Positive Sentiment: Management maintained a favorable growth narrative. CEO Dushyant Sharma said businesses are increasingly focused on smooth digital billing experiences to improve customer loyalty. The company described second-quarter revenue as a record and cited continued business momentum. Paymentus Revenue Surges
  • Neutral Sentiment: Forward revenue guidance was broadly in line with expectations. Paymentus guided for third-quarter revenue of $353 million-$363 million, versus a $356.7 million consensus estimate, and full-year 2026 revenue of $1.4 billion-$1.5 billion, roughly matching the existing $1.4 billion consensus. The company did not provide a clearly stated EPS outlook in the available report.
  • Negative Sentiment: Insider selling remains a potential overhang. Recent trading data showed three insider sales totaling 80,000 shares and no insider purchases during the past six months. Additionally, the stock’s valuation remains elevated, with a reported price-to-earnings ratio above 60, increasing sensitivity to future growth or execution disappointments.

Insider Transactions at Paymentus

In other news, Director Gary Trainor sold 40,000 shares of the stock in a transaction dated Tuesday, July 28th. The shares were sold at an average price of $33.12, for a total transaction of $1,324,800.00. Following the sale, the director owned 629,888 shares of the company’s stock, valued at approximately $20,861,890.56. This represents a 5.97% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 55.75% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the business. Royal Bank of Canada grew its stake in shares of Paymentus by 26.8% in the first quarter. Royal Bank of Canada now owns 183,144 shares of the business services provider’s stock worth $4,780,000 after acquiring an additional 38,731 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in shares of Paymentus by 4.4% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 16,295 shares of the business services provider’s stock valued at $425,000 after acquiring an additional 683 shares in the last quarter. Millennium Management LLC boosted its holdings in Paymentus by 4.2% in the first quarter. Millennium Management LLC now owns 243,860 shares of the business services provider’s stock valued at $6,365,000 after purchasing an additional 9,890 shares during the period. Goldman Sachs Group Inc. boosted its holdings in Paymentus by 275.8% in the first quarter. Goldman Sachs Group Inc. now owns 571,917 shares of the business services provider’s stock valued at $14,927,000 after purchasing an additional 419,736 shares during the period. Finally, Legal & General Group Plc grew its stake in Paymentus by 34.7% during the 2nd quarter. Legal & General Group Plc now owns 25,668 shares of the business services provider’s stock worth $841,000 after purchasing an additional 6,616 shares in the last quarter. Institutional investors and hedge funds own 78.38% of the company’s stock.

Paymentus Stock Performance

Shares of PAY stock opened at $34.34 on Thursday. The firm has a market cap of $4.32 billion, a P/E ratio of 60.25 and a beta of 1.28. The firm’s 50 day moving average price is $25.73 and its 200-day moving average price is $25.85. Paymentus has a one year low of $20.11 and a one year high of $39.38.

Paymentus (NYSE:PAYGet Free Report) last posted its earnings results on Monday, August 3rd. The business services provider reported $0.25 earnings per share for the quarter, beating the consensus estimate of $0.19 by $0.06. The firm had revenue of $360.74 million during the quarter, compared to the consensus estimate of $345.44 million. Paymentus had a net margin of 5.78% and a return on equity of 13.75%. The firm’s revenue for the quarter was up 28.8% on a year-over-year basis. During the same quarter last year, the firm earned $0.11 EPS. As a group, research analysts predict that Paymentus will post 0.71 EPS for the current fiscal year.

About Paymentus

(Get Free Report)

Paymentus is a U.S.-based financial technology company that specializes in cloud-native bill payment and presentment solutions. Its platform enables businesses and government entities to manage the entire payment lifecycle, from electronic bill presentment and real-time payment processing to reconciliation and reporting. Through web portals, mobile applications, interactive voice response (IVR) systems and in-person channels, Paymentus helps clients streamline accounts receivable operations, enhance customer engagement and reduce operational costs.

Founded in 2004 and headquartered in Wilmington, Delaware, Paymentus has built a modular suite of services that can be tailored to the needs of various industries.

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Analyst Recommendations for Paymentus (NYSE:PAY)

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