Vantage Investment Partners LLC Sells 39,297 Shares of Corpay, Inc $CPAY

Vantage Investment Partners LLC decreased its holdings in Corpay, Inc (NYSE:CPAY) by 25.5% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 115,004 shares of the corporate payments company’s stock after selling 39,297 shares during the quarter. Corpay accounts for approximately 2.7% of Vantage Investment Partners LLC’s holdings, making the stock its 14th largest position. Vantage Investment Partners LLC’s holdings in Corpay were worth $44,691,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. SYM FINANCIAL Corp raised its position in shares of Corpay by 9.0% during the 3rd quarter. SYM FINANCIAL Corp now owns 723 shares of the corporate payments company’s stock worth $281,000 after buying an additional 60 shares in the last quarter. Park Avenue Securities LLC lifted its stake in shares of Corpay by 29.8% in the 3rd quarter. Park Avenue Securities LLC now owns 1,440 shares of the corporate payments company’s stock worth $560,000 after acquiring an additional 331 shares during the period. Apollon Wealth Management LLC boosted its holdings in shares of Corpay by 191.8% in the third quarter. Apollon Wealth Management LLC now owns 3,636 shares of the corporate payments company’s stock valued at $1,342,000 after acquiring an additional 2,390 shares in the last quarter. Sigma Planning Corp boosted its holdings in shares of Corpay by 96.9% in the third quarter. Sigma Planning Corp now owns 4,066 shares of the corporate payments company’s stock valued at $1,580,000 after acquiring an additional 2,001 shares in the last quarter. Finally, Valley National Advisers Inc. increased its stake in shares of Corpay by 40,105.9% during the third quarter. Valley National Advisers Inc. now owns 6,835 shares of the corporate payments company’s stock valued at $2,428,000 after acquiring an additional 6,818 shares during the period. 98.84% of the stock is owned by institutional investors and hedge funds.

Corpay Stock Down 0.3%

Shares of Corpay stock opened at $395.80 on Thursday. The stock has a 50-day moving average price of $403.83 and a 200 day moving average price of $357.04. The company has a market cap of $25.99 billion, a P/E ratio of 24.09, a P/E/G ratio of 1.12 and a beta of 0.89. The company has a current ratio of 0.97, a quick ratio of 0.97 and a debt-to-equity ratio of 1.70. Corpay, Inc has a 1 year low of $252.84 and a 1 year high of $427.46.

Corpay (NYSE:CPAY) last issued its earnings results on Wednesday, August 5th. The corporate payments company reported $7.00 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.58 by $0.42. The company had revenue of $1.34 billion during the quarter, compared to analyst estimates of $1.30 billion. Corpay had a net margin of 22.72% and a return on equity of 42.18%. The company’s revenue for the quarter was up 21.5% on a year-over-year basis. During the same quarter last year, the business posted $5.13 EPS. Corpay has set its Q3 2026 guidance at 7.050-7.250 EPS and its FY 2026 guidance at 27.150-27.550 EPS. As a group, analysts expect that Corpay, Inc will post 25.79 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on CPAY. Keefe, Bruyette & Woods upped their target price on Corpay from $400.00 to $470.00 and gave the stock an “outperform” rating in a research report on Thursday, August 6th. Scotiabank began coverage on Corpay in a report on Wednesday, September 2nd. They issued an “outperform” rating and a $536.00 price objective for the company. Cantor Fitzgerald raised their target price on Corpay from $415.00 to $480.00 and gave the company an “overweight” rating in a research note on Monday, August 10th. Robert W. Baird set a $475.00 target price on Corpay in a report on Thursday, August 6th. Finally, Morgan Stanley boosted their price target on shares of Corpay from $455.00 to $460.00 and gave the stock an “overweight” rating in a research report on Wednesday. Twelve analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $439.29.

Insider Activity

In other news, Director Steven T. Stull sold 2,357 shares of Corpay stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $413.62, for a total value of $974,902.34. Following the transaction, the director directly owned 21,241 shares in the company, valued at approximately $8,785,702.42. The trade was a 9.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Ronald Clarke sold 119,486 shares of the company’s stock in a transaction that occurred on Tuesday, August 25th. The stock was sold at an average price of $412.40, for a total value of $49,276,026.40. Following the transaction, the chief executive officer owned 2,354,330 shares of the company’s stock, valued at approximately $970,925,692. This trade represents a 4.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 220,860 shares of company stock valued at $91,395,514. 5.19% of the stock is currently owned by corporate insiders.

Corpay Profile

Corpay is a global corporate payments company that provides businesses with a range of payment and expense management solutions. Its services are designed to help organizations manage payables, card programs, travel and fleet-related expenses, and cross-border transactions more efficiently.

The company serves customers across a variety of industries and geographies, offering software and payment tools that streamline accounts payable, vendor payments, and workforce payments. Corpay also provides specialized solutions for fleet management and international payments, helping businesses control costs and simplify financial operations.

Corpay operates as part of the broader financial technology and payment processing sector.