Global Payments (NYSE:GPN) Given New $90.00 Price Target at Keefe, Bruyette & Woods

Global Payments (NYSE:GPN) had its price target boosted by Keefe, Bruyette & Woods from $87.00 to $90.00 in a report released on Thursday,Benzinga reports. Keefe, Bruyette & Woods currently has a market perform rating on the business services provider’s stock.

Several other research firms have also recently weighed in on GPN. TD Cowen lowered their price target on Global Payments from $95.00 to $90.00 and set a “hold” rating on the stock in a report on Monday, January 12th. Royal Bank Of Canada increased their target price on Global Payments from $93.00 to $95.00 and gave the company a “sector perform” rating in a report on Wednesday, November 5th. Stephens dropped their target price on Global Payments from $95.00 to $90.00 and set an “equal weight” rating on the stock in a research report on Friday, January 16th. Wells Fargo & Company raised shares of Global Payments to a “strong-buy” rating in a research report on Wednesday, October 22nd. Finally, Truist Financial set a $85.00 price objective on shares of Global Payments in a research note on Tuesday, January 20th. One investment analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, fifteen have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Global Payments has a consensus rating of “Hold” and an average price target of $91.90.

Global Payments Price Performance

GPN opened at $80.24 on Thursday. The company’s 50-day simple moving average is $76.01 and its two-hundred day simple moving average is $80.41. The company has a debt-to-equity ratio of 0.83, a quick ratio of 0.85 and a current ratio of 1.69. The stock has a market capitalization of $19.00 billion, a P/E ratio of 13.86, a P/E/G ratio of 0.53 and a beta of 0.76. Global Payments has a 52-week low of $65.93 and a 52-week high of $106.90.

Global Payments (NYSE:GPN) last released its quarterly earnings data on Wednesday, February 18th. The business services provider reported $3.18 earnings per share for the quarter, beating the consensus estimate of $3.16 by $0.02. The firm had revenue of $2.32 billion during the quarter, compared to analysts’ expectations of $2.32 billion. Global Payments had a net margin of 16.92% and a return on equity of 12.72%. The firm’s quarterly revenue was up 1.4% on a year-over-year basis. During the same period in the previous year, the company earned $2.85 earnings per share. Global Payments has set its FY 2026 guidance at 13.800-14.000 EPS. As a group, analysts predict that Global Payments will post 11.89 EPS for the current year.

Global Payments Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, March 30th. Stockholders of record on Monday, March 9th will be issued a $0.25 dividend. This represents a $1.00 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Monday, March 9th. Global Payments’s payout ratio is 14.04%.

Insider Buying and Selling

In related news, Director Robert H. B. Baldwin, Jr. purchased 10,392 shares of Global Payments stock in a transaction on Thursday, December 11th. The shares were bought at an average cost of $81.42 per share, for a total transaction of $846,116.64. Following the acquisition, the director owned 59,303 shares in the company, valued at approximately $4,828,450.26. The trade was a 21.25% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP David M. Sheffield sold 2,016 shares of the business’s stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $81.41, for a total value of $164,122.56. Following the completion of the sale, the executive vice president owned 14,438 shares in the company, valued at $1,175,397.58. This represents a 12.25% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 1.01% of the stock is owned by company insiders.

Institutional Investors Weigh In On Global Payments

A number of hedge funds have recently bought and sold shares of GPN. Michels Family Financial LLC lifted its stake in shares of Global Payments by 6.8% in the 4th quarter. Michels Family Financial LLC now owns 4,269 shares of the business services provider’s stock valued at $330,000 after purchasing an additional 271 shares during the last quarter. Corient Private Wealth LLC increased its holdings in Global Payments by 4.4% in the 4th quarter. Corient Private Wealth LLC now owns 27,258 shares of the business services provider’s stock worth $1,967,000 after buying an additional 1,138 shares during the period. Alberta Investment Management Corp purchased a new position in Global Payments during the 4th quarter worth approximately $1,331,000. Strive Financial Group LLC acquired a new stake in Global Payments during the 4th quarter valued at approximately $25,000. Finally, Mercer Global Advisors Inc. ADV boosted its holdings in shares of Global Payments by 6.4% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 14,449 shares of the business services provider’s stock valued at $1,118,000 after acquiring an additional 874 shares during the last quarter. Hedge funds and other institutional investors own 89.76% of the company’s stock.

Global Payments News Summary

Here are the key news stories impacting Global Payments this week:

• Positive Sentiment: Q4 earnings beat and upgraded 2026 guidance: GPN reported adjusted Q4 EPS of $3.18 (vs. ~$3.16 consensus) and raised its FY‑2026 EPS guidance to $13.80–$14.00, above Street expectations — a clear driver of the sharp rally. Article Title
• Positive Sentiment: Large shareholder returns: management approved a $2.5B buyback (reports note ~$550M in accelerated repurchases) and declared a quarterly dividend, signaling commitment to return capital and boost EPS. Article Title
• Positive Sentiment: Analyst target upgrades: Wells Fargo raised its price target to $105 with an overweight stance (large upside vs. current levels), and other shops nudged targets higher — supporting upside narrative. Article Title
• Positive Sentiment: Technical momentum: GPN recently cleared the 20-, 50- and 200‑day moving averages, which traders view as short‑ and long‑term bullish signals. Article Title
• Neutral Sentiment: Mixed analyst views: some firms (e.g., UBS) remain cautious/neutral despite the buyback and guidance, citing conservative outlooks and execution risk. Article Title
• Negative Sentiment: Unusual put option activity: a sharp uptick in put buying suggests some investors are hedging or betting on a pullback, which can amplify downward pressure. (No direct article link available for the trade log.)
• Negative Sentiment: Revenue / margin nuances and elevated costs: while EPS grew, revenue was roughly flat year‑over‑year and certain commentary noted rising expenses — items that temper the optimism and could justify profit‑taking. Article Title

Global Payments Company Profile

Global Payments Inc (NYSE: GPN) is a worldwide provider of payment technology and software solutions that enables commerce for merchants, issuers and enterprises. The company develops and operates payment processing networks, point-of-sale systems and cloud-based software that facilitate electronic transactions across in-store, online and mobile channels. Its services span merchant acquiring, payment gateway services, omnichannel commerce platforms, and solutions for recurring and subscription billing.

Global Payments offers a range of products and services including integrated payment terminals and point-of-sale software, e-commerce and gateway technologies, fraud prevention and tokenization tools, and business analytics and reporting.