Corpay (NYSE:CPAY) Updates Q1 2026 Earnings Guidance

Corpay (NYSE:CPAY) issued an update on its first quarter 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 5.380-5.520 for the period, compared to the consensus EPS estimate of 5.820. The company issued revenue guidance of -. Corpay also updated its FY 2026 guidance to 25.500-26.500 EPS.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on CPAY. Royal Bank Of Canada boosted their price objective on Corpay from $336.00 to $344.00 and gave the stock a “sector perform” rating in a research report on Thursday, November 6th. Scotiabank upgraded Corpay to a “sector outperform” rating in a research report on Monday, January 26th. Jefferies Financial Group reissued a “buy” rating on shares of Corpay in a report on Monday, November 3rd. Oppenheimer cut their price objective on shares of Corpay from $380.00 to $369.00 and set an “outperform” rating on the stock in a research note on Monday, January 12th. Finally, Morgan Stanley began coverage on shares of Corpay in a research report on Monday, January 26th. They issued an “overweight” rating and a $379.00 target price for the company. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $369.46.

Corpay Price Performance

Shares of CPAY traded up $7.52 during midday trading on Wednesday, reaching $299.75. The stock had a trading volume of 1,178,731 shares, compared to its average volume of 604,503. The company has a debt-to-equity ratio of 1.41, a current ratio of 1.13 and a quick ratio of 1.13. The company has a market capitalization of $20.97 billion, a P/E ratio of 20.35, a P/E/G ratio of 0.93 and a beta of 0.82. The firm’s 50 day moving average price is $311.75 and its 200-day moving average price is $304.49. Corpay has a 52 week low of $252.84 and a 52 week high of $400.81.

Corpay (NYSE:CPAY) last announced its earnings results on Wednesday, February 4th. The company reported $6.04 earnings per share for the quarter, beating the consensus estimate of $5.93 by $0.11. Corpay had a return on equity of 37.83% and a net margin of 24.37%.The business had revenue of $1.25 billion during the quarter, compared to analysts’ expectations of $1.23 billion. During the same quarter last year, the business 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. On average, analysts forecast that Corpay will post 19.76 earnings per share for the current fiscal year.

Insider Activity at Corpay

In other Corpay news, Director Steven T. Stull bought 8,000 shares of the business’s stock in a transaction that occurred on Friday, December 12th. The stock was acquired at an average cost of $314.98 per share, with a total value of $2,519,840.00. Following the completion of the purchase, the director directly owned 29,241 shares in the company, valued at approximately $9,210,330.18. This trade represents a 37.66% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available through this link. 5.04% of the stock is owned by insiders.

Institutional Investors Weigh In On Corpay

Institutional investors and hedge funds have recently modified their holdings of the stock. Hawk Ridge Capital Management LP purchased a new position in Corpay during the 3rd quarter valued at about $106,381,000. Wellington Management Group LLP boosted its holdings in shares of Corpay by 54.9% during the third quarter. Wellington Management Group LLP now owns 631,496 shares of the company’s stock worth $181,909,000 after purchasing an additional 223,704 shares during the period. Squarepoint Ops LLC grew its position in Corpay by 7,044.2% during the third quarter. Squarepoint Ops LLC now owns 135,454 shares of the company’s stock valued at $39,019,000 after purchasing an additional 133,558 shares in the last quarter. Orbis Allan Gray Ltd increased its stake in Corpay by 3.3% in the 2nd quarter. Orbis Allan Gray Ltd now owns 3,855,589 shares of the company’s stock valued at $1,279,362,000 after buying an additional 124,368 shares during the period. Finally, Two Sigma Investments LP increased its stake in Corpay by 1,077.3% in the 3rd quarter. Two Sigma Investments LP now owns 87,970 shares of the company’s stock valued at $25,341,000 after buying an additional 80,498 shares during the period. Institutional investors and hedge funds own 98.84% of the company’s stock.

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.