Stephens Cuts Global Payments (NYSE:GPN) Price Target to $90.00

Global Payments (NYSE:GPN) had its price objective decreased by investment analysts at Stephens from $95.00 to $90.00 in a research report issued on Friday,MarketScreener reports. The firm currently has an “equal weight” rating on the business services provider’s stock. Stephens’ target price would suggest a potential upside of 21.92% from the company’s previous close.

Several other equities research analysts also recently issued reports on the company. TD Cowen cut their price target on Global Payments from $95.00 to $90.00 and set a “hold” rating for the company in a report on Monday, January 12th. Raymond James Financial reissued an “outperform” rating and issued a $105.00 price target on shares of Global Payments in a report on Tuesday, November 4th. Seaport Res Ptn upgraded Global Payments from a “hold” rating to a “strong-buy” rating in a report on Wednesday. Royal Bank Of Canada boosted their price target on Global Payments from $93.00 to $95.00 and gave the company a “sector perform” rating in a research note on Wednesday, November 5th. Finally, KeyCorp lowered shares of Global Payments from an “overweight” rating to a “sector weight” rating in a report on Wednesday, October 22nd. Three investment analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating, fifteen have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $98.62.

Global Payments Trading Down 1.6%

GPN opened at $73.82 on Friday. The stock has a market capitalization of $17.48 billion, a P/E ratio of 10.37, a P/E/G ratio of 0.63 and a beta of 0.79. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 0.57. Global Payments has a 12 month low of $65.93 and a 12 month high of $114.17. The firm’s fifty day simple moving average is $77.68 and its 200 day simple moving average is $81.92.

Global Payments (NYSE:GPN) last issued its quarterly earnings results on Tuesday, November 4th. The business services provider reported $3.26 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.23 by $0.03. The firm had revenue of $2.43 billion for the quarter, compared to analyst estimates of $2.41 billion. Global Payments had a net margin of 19.68% and a return on equity of 12.66%. During the same period in the previous year, the business earned $3.08 EPS. Global Payments has set its FY 2025 guidance at 6.600-6.666 EPS. As a group, research analysts anticipate that Global Payments will post 11.89 EPS for the current fiscal year.

Insider Buying and Selling at Global Payments

In other Global Payments news, insider David Lawrence Green sold 11,600 shares of the business’s stock in a transaction on Wednesday, December 3rd. The stock was sold at an average price of $79.99, for a total value of $927,884.00. Following the transaction, the insider owned 68,096 shares of the company’s stock, valued at approximately $5,446,999.04. The trade was a 14.56% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP David M. Sheffield sold 2,016 shares of the firm’s stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $81.41, for a total value of $164,122.56. Following the sale, the executive vice president directly owned 14,438 shares of the company’s stock, valued at approximately $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. In the last ninety days, insiders purchased 14,723 shares of company stock valued at $1,186,772 and sold 18,080 shares valued at $1,439,350. 1.01% of the stock is owned by insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. North Star Investment Management Corp. grew its position in Global Payments by 242.2% in the third quarter. North Star Investment Management Corp. now owns 308 shares of the business services provider’s stock worth $26,000 after acquiring an additional 218 shares in the last quarter. Root Financial Partners LLC purchased a new stake in shares of Global Payments during the third quarter valued at approximately $27,000. SouthState Bank Corp bought a new position in shares of Global Payments in the third quarter worth approximately $28,000. REAP Financial Group LLC bought a new stake in Global Payments during the 3rd quarter valued at $28,000. Finally, LRI Investments LLC boosted its position in Global Payments by 53.4% during the 2nd quarter. LRI Investments LLC now owns 382 shares of the business services provider’s stock valued at $31,000 after buying an additional 133 shares during the period. 89.76% of the stock is currently owned by hedge funds and other institutional investors.

Global Payments News Summary

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

• Positive Sentiment: Global Payments finalized its acquisition of Worldpay, a major strategic milestone that expands scale and payment volume exposure — a clear long-term growth driver. Global Payments Finalizes Worldpay Acquisition
• Positive Sentiment: Seaport Global upgraded Global Payments, which can support near-term sentiment and buying interest from funds following sell-side momentum. Seaport Global upgrades Global Payments (GPN)
• Positive Sentiment: Another analyst shop (Seaport Res Ptn) moved GPN to a “strong-buy,” reinforcing bullish research coverage that could attract new buyers. Seaport Res Ptn upgrade
• Positive Sentiment: Zacks published a bullish piece highlighting three reasons growth investors should like GPN (above-average growth metrics and scale benefits). 3 Reasons Growth Investors Will Love Global Payments (GPN)
• Neutral Sentiment: Barchart notes Q4 earnings are imminent; consensus expects only single-digit EPS growth — the report and management commentary will likely drive short-term volatility. What You Need To Know Ahead of Global Payments’ Earnings Release
• Neutral Sentiment: Zacks ran a valuation-focused piece asking if GPN is undervalued now — useful perspective but not a catalyst by itself. Is Global Payments (GPN) Stock Undervalued Right Now?
• Neutral Sentiment: Coverage pieces are asking whether the 28% pullback has gone too far — these narratives can attract bargain hunters but don’t change fundamentals. Has Global Payments (GPN) Fallen Too Far?
• Neutral Sentiment: Analysts’ consensus remains a “hold,” indicating mixed expectations despite recent upgrades and deal completion. Consensus Recommendation of “Hold”
• Negative Sentiment: TD Cowen trimmed its price target to $90 from $95 and kept a “hold” rating — a lower target can weigh on sentiment and cap near-term upside. TD Cowen adjusts price target on Global Payments
• Negative Sentiment: A reported sale of GPN shares by Rep. Gilbert Ray Cisneros, Jr. is a small but negative signal that can feed short-term selling pressure. Rep. Gilbert Ray Cisneros, Jr. Sells Shares

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.