MUFG Securities EMEA plc Boosts Stake in Corpay, Inc. $CPAY

MUFG Securities EMEA plc raised its holdings in Corpay, Inc. (NYSE:CPAY) by 112.1% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,868 shares of the company’s stock after purchasing an additional 1,516 shares during the quarter. MUFG Securities EMEA plc’s holdings in Corpay were worth $863,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in CPAY. Integrated Wealth Concepts LLC purchased a new stake in Corpay in the first quarter valued at $207,000. Woodline Partners LP raised its position in Corpay by 39.3% in the first quarter. Woodline Partners LP now owns 5,890 shares of the company’s stock valued at $2,054,000 after purchasing an additional 1,661 shares during the period. Intech Investment Management LLC raised its position in Corpay by 30.4% in the first quarter. Intech Investment Management LLC now owns 3,341 shares of the company’s stock valued at $1,165,000 after purchasing an additional 778 shares during the period. Marshall Wace LLP raised its position in Corpay by 128.6% in the second quarter. Marshall Wace LLP now owns 1,600 shares of the company’s stock valued at $531,000 after purchasing an additional 900 shares during the period. Finally, Brown Advisory Inc. raised its holdings in shares of Corpay by 16.0% in the 2nd quarter. Brown Advisory Inc. now owns 1,670 shares of the company’s stock valued at $554,000 after buying an additional 230 shares during the period. Hedge funds and other institutional investors own 98.84% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on CPAY. Robert W. Baird cut their price objective on Corpay from $440.00 to $380.00 and set an “outperform” rating on the stock in a report on Tuesday, March 31st. Royal Bank Of Canada boosted their price objective on Corpay from $344.00 to $363.00 and gave the company a “sector perform” rating in a report on Thursday, February 5th. 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. Wolfe Research reiterated an “outperform” rating and issued a $450.00 price objective on shares of Corpay in a report on Wednesday. Finally, Morgan Stanley reiterated an “overweight” rating and issued a $400.00 price objective on shares of Corpay in a report on Sunday, May 10th. Thirteen analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Corpay presently has an average rating of “Moderate Buy” and a consensus target price of $383.07.

Insiders Place Their Bets

In other Corpay news, insider Armando Lins Netto sold 2,694 shares of the company’s stock in a transaction dated Friday, May 29th. The stock was sold at an average price of $357.01, for a total transaction of $961,784.94. Following the sale, the insider owned 15,834 shares in the company, valued at $5,652,896.34. This represents a 14.54% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. In the last quarter, insiders sold 17,201 shares of company stock worth $6,126,597. 5.19% of the stock is owned by corporate insiders.

Corpay Price Performance

Shares of NYSE CPAY opened at $352.73 on Thursday. The stock’s 50-day moving average is $322.52 and its two-hundred day moving average is $317.42. The company has a debt-to-equity ratio of 1.86, a current ratio of 0.98 and a quick ratio of 0.98. Corpay, Inc. has a 1-year low of $252.84 and a 1-year high of $367.43. The company has a market cap of $23.05 billion, a price-to-earnings ratio of 21.11, a price-to-earnings-growth ratio of 0.99 and a beta of 0.86.

Corpay (NYSE:CPAY) last issued its quarterly 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. Corpay had a return on equity of 38.68% and a net margin of 24.60%.The company had revenue of $1.26 billion for the quarter, compared to the consensus estimate of $1.21 billion. During the same quarter in the prior year, the business earned $4.51 EPS. Corpay’s revenue was up 25.4% on a year-over-year basis. Corpay has set its FY 2026 guidance at 26.300-27.100 EPS and its Q2 2026 guidance at 6.450-6.650 EPS. Analysts forecast that Corpay, Inc. will post 25.49 EPS 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.