132,155 Shares in Global Payments Inc. $GPN Purchased by Tejara Capital Ltd

Tejara Capital Ltd bought a new stake in shares of Global Payments Inc. (NYSE:GPN) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 132,155 shares of the business services provider’s stock, valued at approximately $9,589,000. Global Payments comprises 3.9% of Tejara Capital Ltd’s investment portfolio, making the stock its 6th largest position.

A number of other institutional investors have also recently bought and sold shares of GPN. Strive Financial Group LLC purchased a new position in shares of Global Payments during the fourth quarter valued at $25,000. DV Equities LLC acquired a new stake in Global Payments in the fourth quarter valued at approximately $26,000. Torren Management LLC bought a new stake in Global Payments in the fourth quarter worth $34,000. Western Wealth Management LLC bought a new position in shares of Global Payments in the 1st quarter valued at approximately $34,000. Finally, Johnson Financial Group Inc. bought a new position in shares of Global Payments in the third quarter valued at approximately $35,000. Hedge funds and other institutional investors own 89.76% of the company’s stock.

Key Headlines Impacting Global Payments

Here are the key news stories impacting Global Payments this week:

• Positive Sentiment: Royal Bank of Canada raised its price target for Global Payments from $96 to $102 while maintaining a “sector perform” rating. The new target implies roughly 11% upside from the referenced price and provides support for the shares. Benzinga
• Neutral Sentiment: Analyst sentiment remains divided on Global Payments, with some analysts maintaining constructive valuations while others appear more cautious about the company’s earnings outlook. The overall takeaway is that investors are weighing potential upside against estimates that have softened. Analysts Have Conflicting Sentiments on Global Payments and Mercury Systems
• Negative Sentiment: Zacks Research retained a “Hold” rating and reduced several earnings forecasts, including Q3 and Q4 2026 EPS to $3.56 and $3.66, respectively, and FY2026 EPS to $13.63 from $13.85. Estimates were also lowered for FY2027 to $16.00 from $16.43 and FY2028 to $18.53 from $19.00. These cuts suggest analysts see somewhat less near- and longer-term earnings power than previously expected.
• Positive Sentiment: Zacks modestly increased its Q1 2027 EPS estimate to $3.43 from $3.40 and Q1 2028 to $4.02 from $3.96, providing limited offsets to the broader estimate reductions.

Global Payments Stock Up 0.4%

Global Payments stock opened at $92.12 on Friday. The firm has a market capitalization of $24.38 billion, a PE ratio of -30.91, a P/E/G ratio of 0.53 and a beta of 0.74. The company’s 50-day moving average is $79.25 and its 200-day moving average is $73.72. Global Payments Inc. has a fifty-two week low of $61.16 and a fifty-two week high of $95.58. The company has a debt-to-equity ratio of 0.90, a current ratio of 0.82 and a quick ratio of 0.82.

Global Payments (NYSE:GPN) last released its quarterly earnings data on Wednesday, August 5th. The business services provider reported $3.46 EPS for the quarter, beating the consensus estimate of $3.44 by $0.02. Global Payments had a negative net margin of 9.16% and a positive return on equity of 13.80%. The firm had revenue of $3.16 billion for the quarter, compared to the consensus estimate of $3.16 billion. During the same period in the previous year, the company earned $3.10 earnings per share. The company’s quarterly revenue was up 68.6% on a year-over-year basis. Global Payments has set its FY 2026 guidance at 13.600-13.800 EPS. Sell-side analysts anticipate that Global Payments Inc. will post 13.66 earnings per share for the current year.

Global Payments Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, September 25th. Stockholders of record on Friday, September 11th will be issued a dividend of $0.25 per share. The ex-dividend date of this dividend is Friday, September 11th. This represents a $1.00 dividend on an annualized basis and a dividend yield of 1.1%. Global Payments’s payout ratio is -33.56%.

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on GPN. Wall Street Zen downgraded Global Payments from a “buy” rating to a “hold” rating in a research note on Saturday, May 30th. BMO Capital Markets restated a “market perform” rating and issued a $83.00 target price on shares of Global Payments in a research note on Thursday, August 6th. Susquehanna set a $111.00 target price on Global Payments and gave the stock a “positive” rating in a research report on Wednesday, June 3rd. Barclays set a $89.00 price target on shares of Global Payments and gave the stock an “equal weight” rating in a research note on Thursday, August 6th. Finally, Royal Bank Of Canada increased their price objective on shares of Global Payments from $96.00 to $102.00 and gave the company a “sector perform” rating in a research note on Wednesday. Ten analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $90.92.

Global Payments Profile

Global Payments Inc (NYSE: GPN) is a worldwide provider of payment technology and software solutions that enables commerce for merchants, issuers and enterprises. The company develops and operates payment processing networks, point-of-sale systems and cloud-based software that facilitate electronic transactions across in-store, online and mobile channels. Its services span merchant acquiring, payment gateway services, omnichannel commerce platforms, and solutions for recurring and subscription billing.

Global Payments offers a range of products and services including integrated payment terminals and point-of-sale software, e-commerce and gateway technologies, fraud prevention and tokenization tools, and business analytics and reporting.