Analysts Set Corpay, Inc. (NYSE:CPAY) Price Target at $379.79

Shares of Corpay, Inc. (NYSE:CPAY) have received an average rating of “Moderate Buy” from the fifteen research firms that are presently covering the firm, MarketBeat Ratings reports. Five research analysts have rated the stock with a hold rating and ten have issued a buy rating on the company. The average 12 month target price among brokerages that have covered the stock in the last year is $379.7857.

Several analysts recently commented on the company. Jefferies Financial Group reiterated a “buy” rating on shares of Corpay in a research report on Monday, November 3rd. JPMorgan Chase & Co. upped their target price on shares of Corpay from $350.00 to $390.00 and gave the stock an “overweight” rating in a report on Thursday, February 5th. UBS Group increased their target price on shares of Corpay from $315.00 to $380.00 and gave the company a “neutral” rating in a research report on Tuesday, February 10th. Weiss Ratings restated a “hold (c+)” rating on shares of Corpay in a research report on Monday, December 29th. Finally, Williams Trading set a $300.00 price objective on shares of Corpay in a report on Monday, November 3rd.

Insider Buying and Selling

In related news, Director Steven T. Stull purchased 8,000 shares of the business’s stock in a transaction that occurred on Friday, December 12th. The stock was purchased at an average price of $314.98 per share, with a total value of $2,519,840.00. Following the completion of the acquisition, the director owned 29,241 shares in the company, valued at $9,210,330.18. This trade represents a 37.66% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through this link. Also, CAO Alissa B. Vickery sold 1,701 shares of Corpay stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $358.65, for a total value of $610,063.65. Following the transaction, the chief accounting officer owned 2,180 shares in the company, valued at approximately $781,857. The trade was a 43.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 5.04% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in CPAY. Invesco Ltd. raised its position in Corpay by 0.5% in the fourth quarter. Invesco Ltd. now owns 1,751,048 shares of the company’s stock valued at $526,943,000 after purchasing an additional 8,783 shares during the period. Alberta Investment Management Corp acquired a new stake in shares of Corpay during the 4th quarter worth about $1,595,000. Mercer Global Advisors Inc. ADV increased its position in shares of Corpay by 34.4% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 6,902 shares of the company’s stock worth $2,077,000 after purchasing an additional 1,766 shares during the last quarter. Kitching Partners LLC purchased a new stake in Corpay in the 4th quarter valued at about $205,000. Finally, First Citizens Bank & Trust Co. acquired a new position in Corpay in the fourth quarter valued at about $208,000. 98.84% of the stock is currently owned by hedge funds and other institutional investors.

Corpay Stock Up 1.6%

CPAY opened at $352.78 on Wednesday. The company has a market cap of $24.68 billion, a PE ratio of 23.46, a price-to-earnings-growth ratio of 1.00 and a beta of 0.82. Corpay has a twelve month low of $252.84 and a twelve month high of $377.56. The company has a 50-day moving average price of $321.86 and a 200 day moving average price of $305.79. The company has a quick ratio of 1.13, a current ratio of 0.98 and a debt-to-equity ratio of 1.70.

Corpay (NYSE:CPAY) last posted its quarterly earnings data on Wednesday, February 4th. The company reported $6.04 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.93 by $0.11. Corpay had a return on equity of 37.13% and a net margin of 23.62%.The company had revenue of $1.25 billion for the quarter, compared to analysts’ expectations of $1.23 billion. During the same period in the previous year, the firm posted $5.36 EPS. Corpay’s revenue was up 20.7% compared to the same quarter last year. Corpay has set its FY 2026 guidance at 25.500-26.500 EPS and its Q1 2026 guidance at 5.380-5.520 EPS. Sell-side analysts expect that Corpay will post 19.76 earnings per share for the current fiscal year.

Corpay Company Profile

Corpay (NYSE:CPAY) is a global payments and fintech company that provides businesses with tools to manage, move and optimize corporate spend. The company focuses on commercial payments, foreign exchange and cross-border transactions, aiming to simplify treasury operations and reduce friction in business-to-business payments through technology-driven solutions.

Its product offering includes payment processing and accounts payable automation, corporate and virtual card programs, expense management tools, and foreign-exchange hedging and execution services for international payments.