Corpay, Inc. $CPAY Position Boosted by Nisa Investment Advisors LLC

Nisa Investment Advisors LLC boosted its holdings in Corpay, Inc. (NYSE:CPAY) by 82.2% during the 4th quarter, Holdings Channel reports. The fund owned 6,455 shares of the company’s stock after acquiring an additional 2,913 shares during the quarter. Nisa Investment Advisors LLC’s holdings in Corpay were worth $1,943,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently added to or reduced their stakes in the company. Mn Services Vermogensbeheer B.V. boosted its position in Corpay by 1.7% during the 4th quarter. Mn Services Vermogensbeheer B.V. now owns 25,312 shares of the company’s stock worth $7,617,000 after acquiring an additional 412 shares during the period. Pallas Capital Advisors LLC bought a new position in shares of Corpay in the fourth quarter worth $204,000. Generate Investment Management Ltd increased its holdings in shares of Corpay by 60.0% during the fourth quarter. Generate Investment Management Ltd now owns 120,000 shares of the company’s stock valued at $36,112,000 after purchasing an additional 45,000 shares during the period. Global X Japan Co. Ltd. increased its holdings in shares of Corpay by 348.3% during the fourth quarter. Global X Japan Co. Ltd. now owns 3,313 shares of the company’s stock valued at $997,000 after purchasing an additional 2,574 shares during the period. Finally, Czech National Bank raised its stake in shares of Corpay by 2.9% during the fourth quarter. Czech National Bank now owns 18,447 shares of the company’s stock valued at $5,551,000 after purchasing an additional 512 shares in the last quarter. Institutional investors own 98.84% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on CPAY. Mizuho upped their price objective on shares of Corpay from $320.00 to $340.00 and gave the stock a “neutral” rating in a report on Friday, February 6th. Oppenheimer reissued an “outperform” rating and set a $378.00 target price on shares of Corpay in a research note on Thursday, February 5th. JPMorgan Chase & Co. boosted their price target 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 upped their price target on shares of Corpay from $379.00 to $390.00 and gave the stock an “overweight” rating in a research note on Thursday, February 5th. Finally, Raymond James Financial reiterated an “outperform” rating and set a $361.00 price objective on shares of Corpay in a research note on Thursday, March 5th. Eleven research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $373.29.

Insider Activity at Corpay

In related news, CAO Alissa B. Vickery sold 1,701 shares of the business’s stock in a transaction that occurred on Tuesday, February 10th. The shares were 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 $781,857. The trade was a 43.83% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 5.04% of the stock is owned by insiders.

Corpay Trading Up 0.1%

Shares of CPAY stock opened at $293.61 on Friday. The stock has a 50-day simple moving average of $318.59 and a 200 day simple moving average of $304.49. The stock has a market capitalization of $20.54 billion, a P/E ratio of 19.52, a P/E/G ratio of 0.85 and a beta of 0.85. Corpay, Inc. has a fifty-two week low of $252.84 and a fifty-two week high of $361.99. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 1.70.

Corpay (NYSE:CPAY) last issued its quarterly earnings results on Wednesday, February 4th. The company reported $6.04 EPS for the quarter, topping the consensus estimate of $5.93 by $0.11. Corpay had a net margin of 23.62% and a return on equity of 37.13%. 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 previous year, the business earned $5.36 earnings per share. Corpay’s revenue for the quarter 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. On average, sell-side analysts expect that Corpay, Inc. 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.