Oppenheimer Issues Positive Forecast for Corpay (NYSE:CPAY) Stock Price

Corpay (NYSE:CPAY) had its price objective lifted by stock analysts at Oppenheimer from $454.00 to $461.00 in a research report issued to clients and investors on Thursday, Benzinga reports. The brokerage presently has an “outperform” rating on the corporate payments company’s stock. Oppenheimer‘s target price suggests a potential upside of 1.92% from the company’s previous close.

Other equities research analysts have also issued research reports about the company. UBS Group raised their price objective on Corpay from $385.00 to $415.00 and gave the company a “neutral” rating in a research note on Thursday, August 6th. Robert W. Baird set a $475.00 price objective on shares of Corpay in a research note on Thursday, August 6th. Wall Street Zen lowered shares of Corpay from a “buy” rating to a “hold” rating in a report on Saturday, October 24th. Cantor Fitzgerald boosted their target price on shares of Corpay from $415.00 to $480.00 and gave the stock an “overweight” rating in a research report on Monday, August 10th. Finally, Keefe, Bruyette & Woods upped their target price on shares of Corpay from $470.00 to $525.00 and gave the company an “outperform” rating in a research note on Thursday. Eleven research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $462.62.

Corpay Stock Up 8.1%

Shares of CPAY stock traded up $33.72 on Thursday, hitting $452.31. The stock had a trading volume of 869,583 shares, compared to its average volume of 586,969. Corpay has a 52-week low of $259.05 and a 52-week high of $479.53. The company has a debt-to-equity ratio of 1.70, a quick ratio of 0.97 and a current ratio of 0.97. The firm has a market capitalization of $29.70 billion, a price-to-earnings ratio of 27.36, a P/E/G ratio of 1.11 and a beta of 0.94. The stock’s 50 day moving average is $403.19 and its 200-day moving average is $359.03.

Corpay (NYSE:CPAY) last posted its quarterly earnings data on Wednesday, November 4th. The corporate payments company reported $7.54 earnings per share for the quarter, beating analysts’ consensus estimates of $7.20 by $0.34. The company had revenue of $1.38 billion during the quarter, compared to analysts’ expectations of $1.36 billion. Corpay had a net margin of 22.72% and a return on equity of 42.18%. The firm’s revenue for the quarter was up 17.9% on a year-over-year basis. During the same period in the prior year, the company posted $5.70 EPS. As a group, research analysts expect that Corpay will post 25.81 earnings per share for the current year.

Insiders Place Their Bets

In other Corpay news, Director Steven Stull sold 2,357 shares of the firm’s stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $413.62, for a total value of $974,902.34. Following the sale, the director directly owned 21,241 shares in the company, valued at approximately $8,785,702.42. This trade represents a 9.99% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Ronald Clarke sold 119,486 shares of the firm’s stock in a transaction that occurred on Tuesday, August 25th. The shares were sold at an average price of $412.40, for a total transaction of $49,276,026.40. Following the completion of the sale, the chief executive officer owned 2,354,330 shares in the company, valued at $970,925,692. The trade was a 4.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 220,860 shares of company stock worth $91,395,514 over the last quarter. 5.19% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the company. Lido Advisors LLC raised its holdings in shares of Corpay by 67.1% in the 3rd quarter. Lido Advisors LLC now owns 2,452 shares of the corporate payments company’s stock worth $953,000 after purchasing an additional 985 shares in the last quarter. Keybank National Association OH increased its holdings in shares of Corpay by 111.6% in the 3rd quarter. Keybank National Association OH now owns 2,436 shares of the corporate payments company’s stock valued at $904,000 after purchasing an additional 1,285 shares during the period. New York Life Investment Management LLC boosted its stake in shares of Corpay by 49.7% during the 3rd quarter. New York Life Investment Management LLC now owns 14,644 shares of the corporate payments company’s stock valued at $5,517,000 after buying an additional 4,863 shares during the period. AlphaCore Capital LLC grew its stake in Corpay by 162.6% in the third quarter. AlphaCore Capital LLC now owns 1,896 shares of the corporate payments company’s stock valued at $708,000 after purchasing an additional 1,174 shares in the last quarter. Finally, Retirement Systems of Alabama raised its position in Corpay by 57.9% during the third quarter. Retirement Systems of Alabama now owns 21,677 shares of the corporate payments company’s stock valued at $8,159,000 after acquiring an additional 7,946 shares in the last quarter. Institutional investors own 98.84% of the company’s stock.

Corpay News Roundup

Here are the key news stories impacting Corpay this week:

• Positive Sentiment: Corpay reported Q3 adjusted earnings of $7.54 per share, above the roughly $7.20 consensus, and revenue of $1.38 billion versus estimates of $1.36 billion. Revenue grew 17.9% year over year. Corpay Q3 Earnings and Revenues Top Estimates
• Positive Sentiment: The company raised its fiscal 2026 revenue outlook to $5.34 billion–$5.36 billion, ahead of the $5.32 billion FactSet estimate, supporting expectations for continued growth. Corpay 2026 revenue outlook
• Positive Sentiment: Management projected 9%–11% organic revenue growth in 2027 and plans to deploy about $2 billion of free cash flow, signaling confidence in growth and capital-return or investment capacity. Corpay 2027 growth and cash flow plans
• Positive Sentiment: Keefe, Bruyette & Woods raised its price target to $525 from $470 and maintained an “outperform” rating, reflecting a more favorable analyst outlook. Keefe, Bruyette & Woods raises Corpay price target
• Neutral Sentiment: Corpay completed the sale of its vehicle maintenance business; the available report did not specify transaction terms or financial impact. Corpay completes vehicle maintenance business sale

Corpay Company 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.