Shopify Inc. $SHOP Shares Bought by Henry James International Management Inc.

Henry James International Management Inc. lifted its holdings in shares of Shopify Inc. (NASDAQ:SHOP) (TSE:SHOP) by 15.3% during the 3rd quarter, Holdings Channel.com reports. The firm owned 97,550 shares of the software maker’s stock after acquiring an additional 12,978 shares during the period. Shopify accounts for about 4.4% of Henry James International Management Inc.’s investment portfolio, making the stock its 4th largest holding. Henry James International Management Inc.’s holdings in Shopify were worth $14,467,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in the business. Generate Investment Management Ltd acquired a new position in shares of Shopify during the 3rd quarter valued at about $409,000. Citrine Capital LLC acquired a new stake in shares of Shopify in the third quarter worth approximately $238,000. Signal Advisors Wealth LLC boosted its position in shares of Shopify by 0.5% in the third quarter. Signal Advisors Wealth LLC now owns 12,589 shares of the software maker’s stock worth $1,867,000 after acquiring an additional 60 shares during the last quarter. Foster Group Inc. boosted its position in shares of Shopify by 3.3% in the third quarter. Foster Group Inc. now owns 2,593 shares of the software maker’s stock worth $385,000 after acquiring an additional 84 shares during the last quarter. Finally, B. Riley Wealth Advisors Inc. grew its holdings in Shopify by 35.1% in the third quarter. B. Riley Wealth Advisors Inc. now owns 7,116 shares of the software maker’s stock valued at $1,055,000 after purchasing an additional 1,847 shares during the period. Hedge funds and other institutional investors own 69.27% of the company’s stock.

Key Headlines Impacting Shopify

Here are the key news stories impacting Shopify this week:

• Positive Sentiment: Robert W. Baird raised its price target to $190 from $160 and upgraded Shopify to “Outperform,” implying roughly 10% upside from recent levels. This is the latest in a series of analyst endorsements. Benzinga and The Fly analyst update
• Positive Sentiment: Analysts are increasingly positioning Shopify as a key infrastructure provider for agentic commerce. Its Shop Pay integrations can allow third-party AI agents to complete purchases across Shopify’s merchant base, potentially expanding payment volume and platform revenue. Shopify’s expanding AI commerce infrastructure role
• Positive Sentiment: Algolia launched a native Shopify B2B integration with account-specific search, pricing and product discovery. The partnership could improve conversion and purchasing efficiency for Shopify’s wholesale and business-commerce merchants. Algolia Shopify B2B integration
• Neutral Sentiment: Shopify’s recent rally has brought the stock near a record closing level, reflecting strong investor expectations. Revenue growth, payments expansion and AI opportunities support the long-term case, but the shares already discount substantial success. Shopify stock after its first record close
• Negative Sentiment: Valuation remains a key risk. Shopify trades at a high earnings multiple after a sharp multi-month advance, making the stock vulnerable to profit-taking or disappointment if growth slows.
• Negative Sentiment: Some commentary warns that the cost of developing and deploying AI tools could pressure profitability, even if agentic commerce becomes a significant long-term growth opportunity. Shopify AI costs and profitability

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on SHOP shares. Rothschild & Co Redburn set a $130.00 price target on shares of Shopify and gave the stock a “neutral” rating in a research report on Tuesday, July 21st. Phillip Securities downgraded shares of Shopify from a “strong-buy” rating to a “moderate buy” rating in a research note on Monday, August 17th. Citigroup reiterated an “outperform” rating on shares of Shopify in a report on Thursday, August 6th. Mizuho set a $180.00 price objective on shares of Shopify in a research note on Thursday, September 24th. Finally, Jefferies Financial Group restated a “buy” rating and set a $175.00 price objective on shares of Shopify in a report on Wednesday, August 5th. Two research analysts have rated the stock with a Strong Buy rating, thirty-six have given a Buy rating and ten have assigned a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $175.37.

Shopify Trading Down 2.6%

Shares of NASDAQ:SHOP traded down $4.59 during trading on Wednesday, reaching $171.93. 4,659,926 shares of the stock were exchanged, compared to its average volume of 10,328,504. The firm’s 50-day moving average price is $147.68 and its 200 day moving average price is $127.08. The firm has a market cap of $221.21 billion, a price-to-earnings ratio of 116.17, a price-to-earnings-growth ratio of 3.70 and a beta of 2.62. Shopify Inc. has a 12-month low of $94.00 and a 12-month high of $182.19. The company has a debt-to-equity ratio of 0.01, a quick ratio of 5.35 and a current ratio of 5.35.

Shopify (NASDAQ:SHOP) (TSE:SHOP) last posted its quarterly earnings results on Wednesday, August 5th. The software maker reported $0.42 EPS for the quarter, beating the consensus estimate of $0.40 by $0.02. Shopify had a net margin of 14.53% and a return on equity of 12.58%. The firm had revenue of $3.58 billion for the quarter. During the same quarter in the previous year, the business posted $0.69 EPS. The company’s quarterly revenue was up 33.7% on a year-over-year basis. On average, sell-side analysts anticipate that Shopify Inc. will post 1.46 earnings per share for the current fiscal year.

Shopify Company Profile

Shopify Inc is a commerce technology company that provides tools for businesses to start, operate and grow online and in physical retail environments. Its platform enables merchants to create and manage online stores, sell through multiple channels, process orders and payments, manage inventory and engage with customers.

Shopify’s products and services include its core commerce platform, Shopify Plus for larger businesses, Shopify Payments, Shop Pay, point-of-sale solutions and tools for marketing, shipping, analytics and customer management.