Venture Visionary Partners LLC Purchases 4,210 Shares of Shopify Inc. $SHOP

Venture Visionary Partners LLC lifted its position in shares of Shopify Inc. (NASDAQ:SHOP) (TSE:SHOP) by 4.6% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 95,779 shares of the software maker’s stock after buying an additional 4,210 shares during the quarter. Venture Visionary Partners LLC’s holdings in Shopify were worth $14,204,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the company. Norris Financial Group LLC purchased a new stake in shares of Shopify in the first quarter valued at $1,586,000. Infusive Asset Management Inc. lifted its position in Shopify by 27.4% during the first quarter. Infusive Asset Management Inc. now owns 43,611 shares of the software maker’s stock worth $5,173,000 after buying an additional 9,374 shares during the period. OMERS ADMINISTRATION Corp lifted its position in Shopify by 18.6% during the first quarter. OMERS ADMINISTRATION Corp now owns 58,044 shares of the software maker’s stock worth $6,876,000 after buying an additional 9,096 shares during the period. Ninepoint Partners LP acquired a new stake in Shopify in the 2nd quarter worth about $29,027,000. Finally, The Manufacturers Life Insurance Company grew its holdings in Shopify by 8.5% in the 1st quarter. The Manufacturers Life Insurance Company now owns 8,418,903 shares of the software maker’s stock valued at $998,137,000 after buying an additional 660,198 shares during the period. Institutional investors and hedge funds own 69.27% of the company’s stock.

Shopify News Roundup

Here are the key news stories impacting Shopify this week:

• Positive Sentiment: JPMorgan raised its price target to $200 and maintained an “overweight” rating, implying roughly 20% upside from the referenced share price. The target increase reinforces confidence in Shopify’s growth outlook. Shopify price target raised to $200
• Positive Sentiment: Cooling U.S. labor-market data reduced expectations for an October Federal Reserve rate hike. Lower expected interest rates tend to support high-growth companies such as Shopify by improving the relative appeal of future earnings and reducing valuation pressure. Why Shopify stock is trading up
• Positive Sentiment: Shopify is participating in the Personal Agent Protocol alongside Meta, Sierra, Stripe, Walmart and others. The proposed open standard could allow consumer AI agents to interact directly with merchants, potentially creating new commerce and customer-service opportunities for Shopify’s platform. Meta and Sierra launch protocol for AI agents
• Positive Sentiment: Recent momentum remains strong. Coverage highlights Shopify’s above-average financial growth and a substantial rebound from its May low, keeping the stock firmly in focus among growth investors. Three reasons growth investors will love Shopify
• Neutral Sentiment: Shopify will report third-quarter 2026 results before the market opens on November 3, followed by an 8:30 a.m. ET conference call. The upcoming report is a potential catalyst, but the announcement provided no preliminary financial figures. Shopify third-quarter 2026 results announcement
• Negative Sentiment: Valuation is an important risk. After its sharp advance, Shopify trades at a high earnings multiple, leaving the stock vulnerable to profit-taking or disappointment if upcoming results, guidance or merchant growth do not meet elevated expectations.

Shopify Trading Up 0.9%

Shares of NASDAQ SHOP traded up $1.51 during midday trading on Wednesday, hitting $165.95. The stock had a trading volume of 6,475,239 shares, compared to its average volume of 10,400,714. The company has a quick ratio of 5.35, a current ratio of 5.35 and a debt-to-equity ratio of 0.01. Shopify Inc. has a 1-year low of $94.00 and a 1-year high of $182.19. The company has a market capitalization of $213.52 billion, a price-to-earnings ratio of 112.13, a PEG ratio of 3.31 and a beta of 2.62. The company has a fifty day moving average price of $143.46 and a 200 day moving average price of $125.54.

Shopify (NASDAQ:SHOP) (TSE:SHOP) last posted its earnings results on Wednesday, August 5th. The software maker reported $0.42 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 during the quarter. During the same period last year, the company posted $0.69 EPS. The firm’s revenue for the quarter was up 33.7% compared to the same quarter last year. On average, analysts predict that Shopify Inc. will post 1.46 earnings per share for the current year.

Analysts Set New Price Targets

A number of research analysts have recently commented on the stock. National Bank Financial reaffirmed an “outperform” rating and set a $180.00 price objective (up from $155.00) on shares of Shopify in a research note on Wednesday, August 5th. Morgan Stanley downgraded shares of Shopify from an “overweight” rating to a “buy” rating in a report on Monday, July 13th. Truist Financial set a $180.00 price target on shares of Shopify and gave the stock a “buy” rating in a research report on Wednesday, August 5th. Wells Fargo & Company reaffirmed an “overweight” rating and set a $180.00 price target (up from $144.00) on shares of Shopify in a research note on Friday, August 7th. Finally, Cantor Fitzgerald lifted their price target on shares of Shopify from $127.00 to $145.00 and gave the company a “neutral” rating in a report on Thursday, August 6th. Two research analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and ten have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $172.39.

About Shopify

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.