Corpay (NYSE:CPAY) Releases FY 2026 Earnings Guidance

Corpay (NYSE:CPAY) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 26.300-27.100 for the period, compared to the consensus earnings per share estimate of 25.780. The company issued revenue guidance of $5.3 billion-$5.3 billion, compared to the consensus revenue estimate of $5.2 billion. Corpay also updated its Q2 2026 guidance to 6.450-6.650 EPS.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on the stock. JPMorgan Chase & Co. increased their price objective 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 boosted their target price on Corpay from $379.00 to $390.00 and gave the company an “overweight” rating in a research report on Thursday, February 5th. UBS Group upped their price target on Corpay from $315.00 to $380.00 and gave the stock a “neutral” rating in a research note on Tuesday, February 10th. Wall Street Zen upgraded Corpay from a “hold” rating to a “buy” rating in a research report on Monday, March 23rd. Finally, Raymond James Financial reiterated an “outperform” rating and issued a $361.00 price objective on shares of Corpay in a report on Thursday, March 5th. Eleven equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $373.92.

Corpay Trading Up 0.1%

NYSE CPAY opened at $305.74 on Friday. The company has a debt-to-equity ratio of 1.70, a quick ratio of 0.98 and a current ratio of 0.98. The firm has a market cap of $20.81 billion, a price-to-earnings ratio of 20.33, a PEG ratio of 0.86 and a beta of 0.81. The firm has a 50 day simple moving average of $310.84 and a 200-day simple moving average of $308.04. Corpay has a one year low of $252.84 and a one year high of $361.99.

Corpay (NYSE:CPAY) last announced its earnings results on Thursday, May 7th. The company reported $5.80 earnings per share for the quarter, topping the consensus estimate of $5.50 by $0.30. The firm had revenue of $1.26 billion for the quarter, compared to the consensus estimate of $1.21 billion. Corpay had a net margin of 23.62% and a return on equity of 37.13%. The firm’s revenue for the quarter was up 25.4% on a year-over-year basis. During the same period in the prior year, the firm earned $4.51 EPS. Corpay has set its FY 2026 guidance at 26.300-27.100 EPS and its Q2 2026 guidance at 6.450-6.650 EPS. Equities research analysts anticipate that Corpay will post 24.64 EPS for the current fiscal year.

Insider Buying and Selling at Corpay

In other news, CAO Alissa B. Vickery sold 1,701 shares of the stock in a transaction 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 sale, the chief accounting officer directly owned 2,180 shares in the company, valued at approximately $781,857. This trade represents a 43.83% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 5.19% of the company’s stock.

Corpay News Summary

Here are the key news stories impacting Corpay this week:

• Positive Sentiment: Management raised FY2026 EPS guidance to $26.30–$27.10 (above street consensus of ~25.78) and Q2 EPS guidance to $6.45–$6.65 (above consensus ~6.18), signaling stronger-than-expected profitability ahead. Corpay Reports First Quarter Financial Results
• Positive Sentiment: Q1 results included 25% revenue growth and 29% adjusted net income per share growth, with 11% organic revenue growth — metrics management highlighted as “outstanding” and that came with an investor slide deck. Corpay Reports First Quarter Financial Results
• Positive Sentiment: Corpay is expanding settlement rails and product capabilities — adding stablecoin and tokenized-fiat settlement via partnerships with JPMorgan and BVNK, which could lower settlement costs and open new cross-border flows. Corpay Adds Stablecoin and Tokenized-Fiat Settlement Through JPMorgan and BVNK
• Positive Sentiment: Product innovation: a newly announced AI spend-automation suite was highlighted as potentially “game changing,” which could drive higher take-rates, customer retention and operating leverage over time. Corpay’s New AI Spend-Automation Suite Could Be A Game Changer For Corpay (CPAY)
• Neutral Sentiment: Pre-earnings previews noted expectations ~ $1.2B revenue and ~$5.5 EPS after several prior beats; these set a high bar that the market was already pricing in. Corpay Set to Report Q1 Earnings: Here’s What Investors Should Know
• Neutral Sentiment: Analyst/coverage pieces are parsing reported metrics vs. estimates to reconcile adjusted vs. reported figures; these analyses may clarify underlying margin trends but don’t change the headline beat/guidance narrative immediately. Corpay (CPAY) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
• Negative Sentiment: Some reports captured a small headline miss: one published EPS figure ($5.48) was ~$0.02 below consensus, creating brief headline-driven noise and some investor confusion versus outlets noting higher adjusted EPS figures. Investors should watch whether commentary clarifies adjusted vs. reported EPS. View Press Release

Institutional Investors Weigh In On Corpay

A number of hedge funds have recently bought and sold shares of CPAY. Orbis Allan Gray Ltd grew its position in shares of Corpay by 20.8% during the fourth quarter. Orbis Allan Gray Ltd now owns 4,987,968 shares of the company’s stock worth $1,501,029,000 after buying an additional 859,854 shares in the last quarter. Spruce House Investment Management LLC raised its holdings in Corpay by 95.3% in the fourth quarter. Spruce House Investment Management LLC now owns 830,000 shares of the company’s stock valued at $249,772,000 after acquiring an additional 405,000 shares in the last quarter. Hawk Ridge Capital Management LP purchased a new position in Corpay in the third quarter worth approximately $106,381,000. AQR Capital Management LLC lifted its stake in Corpay by 209.9% in the fourth quarter. AQR Capital Management LLC now owns 330,549 shares of the company’s stock worth $99,472,000 after acquiring an additional 223,891 shares during the last quarter. Finally, Wellington Management Group LLP grew its holdings in Corpay by 54.9% during the 3rd quarter. Wellington Management Group LLP now owns 631,496 shares of the company’s stock worth $181,909,000 after acquiring an additional 223,704 shares in the last quarter. Institutional investors and hedge funds own 98.84% of the company’s stock.

About Corpay

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.