SG Americas Securities LLC Purchases 15,834 Shares of Corpay, Inc. $CPAY

SG Americas Securities LLC grew its holdings in shares of Corpay, Inc. (NYSE:CPAY) by 187.6% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 24,276 shares of the company’s stock after purchasing an additional 15,834 shares during the quarter. SG Americas Securities LLC’s holdings in Corpay were worth $7,305,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently made changes to their positions in CPAY. BOKF NA boosted its holdings in shares of Corpay by 4,700.0% in the third quarter. BOKF NA now owns 96 shares of the company’s stock worth $28,000 after buying an additional 94 shares during the last quarter. Root Financial Partners LLC purchased a new stake in Corpay during the third quarter valued at approximately $40,000. Board of the Pension Protection Fund bought a new position in Corpay in the fourth quarter worth approximately $48,000. Advisory Services Network LLC bought a new position in Corpay in the third quarter worth approximately $48,000. Finally, Mather Group LLC. purchased a new position in shares of Corpay during the 3rd quarter worth $49,000. Institutional investors own 98.84% of the company’s stock.

Insiders Place Their Bets

In other Corpay news, CAO Alissa B. Vickery sold 1,701 shares of the company’s stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $358.65, for a total transaction of $610,063.65. Following the sale, the chief accounting officer directly owned 2,180 shares in the company, valued at $781,857. This represents a 43.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link. 5.04% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on the stock. JPMorgan Chase & Co. boosted their price objective on shares of Corpay from $350.00 to $390.00 and gave the company an “overweight” rating in a research report on Thursday, February 5th. Oppenheimer reiterated an “outperform” rating and set a $378.00 target price on shares of Corpay in a research report on Thursday, February 5th. Royal Bank Of Canada boosted their price target on Corpay from $344.00 to $363.00 and gave the company a “sector perform” rating in a report on Thursday, February 5th. UBS Group upped their price target on Corpay from $315.00 to $380.00 and gave the stock a “neutral” rating in a research report on Tuesday, February 10th. Finally, Cantor Fitzgerald raised their price objective on Corpay from $385.00 to $415.00 and gave the stock an “overweight” rating in a research note on Monday, February 9th. Ten equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $377.57.

Corpay Price Performance

Corpay stock opened at $290.62 on Tuesday. Corpay, Inc. has a 52-week low of $252.84 and a 52-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. The firm’s fifty day moving average is $320.64 and its 200 day moving average is $304.88. The company has a market cap of $20.33 billion, a price-to-earnings ratio of 19.32, a PEG ratio of 0.82 and a beta of 0.80.

Corpay (NYSE:CPAY) last posted its earnings results on Wednesday, February 4th. The company reported $6.04 earnings per share for the quarter, topping analysts’ consensus estimates 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 the consensus estimate of $1.23 billion. During the same period in the previous year, the firm posted $5.36 EPS. The business’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. Sell-side analysts forecast that Corpay, Inc. will post 19.76 EPS for the current fiscal year.

About Corpay

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.