WINTON GROUP Ltd Makes New Investment in Corpay, Inc. $CPAY

WINTON GROUP Ltd acquired a new stake in Corpay, Inc. (NYSE:CPAY) during the third quarter, Holdings Channel.com reports. The institutional investor acquired 3,242 shares of the company’s stock, valued at approximately $934,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of CPAY. Y Intercept Hong Kong Ltd boosted its position in Corpay by 1,513.1% during the 3rd quarter. Y Intercept Hong Kong Ltd now owns 25,891 shares of the company’s stock valued at $7,458,000 after acquiring an additional 24,286 shares in the last quarter. Hussman Strategic Advisors Inc. lifted its stake in shares of Corpay by 100.0% in the 3rd quarter. Hussman Strategic Advisors Inc. now owns 8,400 shares of the company’s stock valued at $2,420,000 after purchasing an additional 4,200 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. boosted its position in shares of Corpay by 5.6% during the third quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 138,858 shares of the company’s stock valued at $39,999,000 after purchasing an additional 7,397 shares in the last quarter. Hendershot Investments Inc. grew its stake in Corpay by 11.8% in the second quarter. Hendershot Investments Inc. now owns 37,651 shares of the company’s stock worth $12,493,000 after purchasing an additional 3,970 shares during the period. Finally, Kestra Investment Management LLC grew its stake in Corpay by 55,800.0% in the second quarter. Kestra Investment Management LLC now owns 3,354 shares of the company’s stock worth $1,113,000 after purchasing an additional 3,348 shares during the period. 98.84% of the stock is owned by institutional investors.

Corpay Stock Down 1.1%

NYSE:CPAY traded down $3.48 during trading hours on Friday, reaching $318.08. 102,007 shares of the company traded hands, compared to its average volume of 683,426. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 1.70. The business’s 50-day moving average price is $327.46 and its two-hundred day moving average price is $307.12. Corpay, Inc. has a 1 year low of $252.84 and a 1 year high of $361.99. The stock has a market capitalization of $22.25 billion, a P/E ratio of 21.12, a P/E/G ratio of 0.95 and a beta of 0.80.

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

Wall Street Analyst Weigh In

Several equities analysts have commented on CPAY shares. Scotiabank raised Corpay to a “sector outperform” rating in a research report on Monday, January 26th. 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 research report on Thursday, February 5th. Morgan Stanley lifted their price target on shares of Corpay from $379.00 to $390.00 and gave the company an “overweight” rating in a research report on Thursday, February 5th. Weiss Ratings reissued a “hold (c+)” rating on shares of Corpay in a research note on Monday, December 29th. Finally, Cantor Fitzgerald upped their price objective on shares of Corpay from $385.00 to $415.00 and gave the stock an “overweight” rating in a report on Monday, February 9th. Ten research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $377.57.

Insider Buying and Selling

In related news, CAO Alissa B. Vickery sold 1,701 shares of the stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $358.65, for a total transaction of $610,063.65. Following the sale, the chief accounting officer directly owned 2,180 shares of the company’s stock, valued at approximately $781,857. This represents a 43.83% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Company insiders own 5.04% of the company’s stock.

Corpay 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.