Keefe, Bruyette & Woods Increases Corpay (NYSE:CPAY) Price Target to $470.00

Corpay (NYSE:CPAY) had its price objective upped by research analysts at Keefe, Bruyette & Woods from $400.00 to $470.00 in a note issued to investors on Thursday,Benzinga reports. The brokerage currently has an “outperform” rating on the corporate payments company’s stock. Keefe, Bruyette & Woods’ price target points to a potential upside of 19.47% from the company’s previous close.

Several other analysts also recently weighed in on the company. Royal Bank Of Canada lifted their price objective on Corpay from $363.00 to $423.00 and gave the company a “sector perform” rating in a report on Thursday. Morgan Stanley raised their target price on shares of Corpay from $400.00 to $415.00 and gave the company an “overweight” rating in a research report on Tuesday, July 28th. Raymond James Financial restated an “outperform” rating and issued a $442.00 price target on shares of Corpay in a report on Thursday. Weiss Ratings reiterated a “buy (b-)” rating on shares of Corpay in a research note on Friday, July 24th. Finally, Wolfe Research reissued an “outperform” rating and set a $475.00 price objective on shares of Corpay in a report on Thursday. Twelve research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $421.08.

Corpay Stock Performance

Shares of NYSE:CPAY opened at $393.42 on Thursday. The company has a debt-to-equity ratio of 1.70, a quick ratio of 0.98 and a current ratio of 0.97. The firm has a market cap of $25.71 billion, a PE ratio of 23.94, a price-to-earnings-growth ratio of 1.08 and a beta of 0.87. The firm’s 50 day simple moving average is $358.28 and its 200-day simple moving average is $338.43. Corpay has a one year low of $252.84 and a one year high of $405.95.

Corpay (NYSE:CPAY) last released its quarterly earnings data on Wednesday, August 5th. The corporate payments company reported $7.00 EPS for the quarter, topping the consensus estimate of $6.58 by $0.42. Corpay had a return on equity of 42.18% and a net margin of 22.72%.The company had revenue of $1.34 billion for the quarter, compared to the consensus estimate of $1.30 billion. During the same period last year, the business posted $5.13 EPS. Corpay’s quarterly revenue was up 21.5% on a year-over-year basis. Corpay has set its Q3 2026 guidance at 7.050-7.250 EPS and its FY 2026 guidance at 27.150-27.550 EPS. As a group, equities analysts predict that Corpay will post 25.49 EPS for the current year.

Insiders Place Their Bets

In other news, Director Steven T. Stull sold 1,000 shares of the firm’s stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $360.78, for a total value of $360,780.00. Following the completion of the sale, the director owned 28,241 shares of the company’s stock, valued at $10,188,787.98. This trade represents a 3.42% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Armando Lins Netto sold 70,476 shares of the company’s stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $352.13, for a total value of $24,816,713.88. Following the transaction, the insider directly owned 11,274 shares in the company, valued at $3,969,913.62. This represents a 86.21% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 88,677 shares of company stock valued at $31,304,091 in the last three months. Insiders own 5.19% of the company’s stock.

Institutional Trading of Corpay

Several large investors have recently bought and sold shares of the stock. MV Capital Management Inc. purchased a new stake in Corpay in the fourth quarter valued at approximately $25,000. Leonteq Securities AG purchased a new stake in Corpay in the fourth quarter valued at $27,000. Axiom Investment Management LLC purchased a new stake in Corpay in the first quarter valued at $27,000. BOKF NA grew its position in Corpay by 4,700.0% during the 3rd quarter. BOKF NA now owns 96 shares of the corporate payments company’s stock worth $28,000 after purchasing an additional 94 shares during the period. Finally, Torren Management LLC purchased a new position in shares of Corpay during the 4th quarter valued at about $29,000. Hedge funds and other institutional investors own 98.84% of the company’s stock.

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.