Corpay (NYSE:CPAY) Releases FY 2026 Earnings Guidance

Corpay (NYSE:CPAY) issued an update on its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 27.150-27.550 for the period, compared to the consensus earnings per share estimate of 26.520. The company issued revenue guidance of $5.3 billion-$5.3 billion, compared to the consensus revenue estimate of $5.3 billion. Corpay also updated its Q3 2026 guidance to 7.050-7.250 EPS.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on CPAY. Robert W. Baird set a $475.00 price objective on shares of Corpay in a research report on Thursday. Raymond James Financial reiterated an “outperform” rating and set a $442.00 price target on shares of Corpay in a research note on Thursday. Morgan Stanley lifted their price objective on Corpay from $400.00 to $415.00 and gave the company an “overweight” rating in a report on Tuesday, July 28th. Loop Capital started coverage on Corpay in a research note on Monday, May 18th. They issued a “buy” rating and a $406.00 price target on the stock. Finally, UBS Group raised their target price on Corpay from $385.00 to $415.00 and gave the company a “neutral” rating in a report on Thursday. Twelve research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, Corpay currently has an average rating of “Moderate Buy” and an average target price of $418.00.

Corpay Trading Up 1.3%

NYSE:CPAY opened at $399.55 on Friday. Corpay has a 52-week low of $252.84 and a 52-week high of $405.95. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 1.86. The stock has a fifty day simple moving average of $357.37 and a 200-day simple moving average of $338.17. The company has a market capitalization of $26.12 billion, a PE ratio of 24.32, a price-to-earnings-growth ratio of 1.07 and a beta of 0.87.

Corpay (NYSE:CPAY) last issued its quarterly earnings data on Wednesday, August 5th. The corporate payments company reported $7.00 EPS for the quarter, beating analysts’ consensus estimates of $6.58 by $0.42. Corpay had a net margin of 22.72% and a return on equity of 41.42%. The firm had revenue of $1.34 billion for the quarter, compared to analysts’ expectations of $1.30 billion. The firm’s revenue was up 21.5% on a year-over-year basis. During the same period in the prior year, the company earned $5.13 EPS. Corpay has set its Q3 2026 guidance at 7.050-7.250 EPS and its FY 2026 guidance at 27.150-27.550 EPS. On average, equities research analysts expect that Corpay will post 25.49 earnings per share for the current fiscal year.

Insider Activity at Corpay

In other Corpay news, Director Steven T. Stull sold 1,000 shares of the stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $360.78, for a total transaction of $360,780.00. Following the sale, the director owned 28,241 shares in the company, valued at approximately $10,188,787.98. This represents a 3.42% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Armando Lins Netto sold 70,476 shares of the business’s stock in a transaction on Monday, June 15th. The stock was sold at an average price of $352.13, for a total value of $24,816,713.88. Following the completion of the transaction, the insider directly owned 11,274 shares of the company’s stock, valued at approximately $3,969,913.62. This trade represents a 86.21% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 88,677 shares of company stock worth $31,304,091 over the last quarter. Company insiders own 5.19% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. BOKF NA lifted its stake in shares of Corpay by 4,700.0% during the third quarter. BOKF NA now owns 96 shares of the corporate payments company’s stock valued at $28,000 after buying an additional 94 shares during the period. DV Equities LLC acquired a new position in shares of Corpay during the 4th quarter valued at about $30,000. Towarzystwo Funduszy Inwestycyjnych PZU SA lifted its holdings in shares of Corpay by 78.6% during the 4th quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 125 shares of the corporate payments company’s stock worth $38,000 after acquiring an additional 55 shares during the period. Advisory Services Network LLC purchased a new stake in Corpay in the third quarter valued at approximately $48,000. Finally, Sunbelt Securities Inc. boosted its holdings in shares of Corpay by 144.0% in the 3rd quarter. Sunbelt Securities Inc. now owns 222 shares of the corporate payments company’s stock valued at $64,000 after purchasing an additional 131 shares during the last quarter. 98.84% of the stock is currently owned by hedge funds and other institutional investors.

About Corpay

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.