Corpay (NYSE:CPAY) Stock Price Expected to Rise, Royal Bank Of Canada Analyst Says

Corpay (NYSE:CPAY) had its price target hoisted by investment analysts at Royal Bank Of Canada from $344.00 to $363.00 in a research report issued to clients and investors on Thursday, MarketBeat Ratings reports. The brokerage currently has a “sector perform” rating on the stock. Royal Bank Of Canada’s target price indicates a potential upside of 2.84% from the company’s current price.

A number of other equities research analysts have also recently commented on the stock. Weiss Ratings restated a “hold (c+)” rating on shares of Corpay in a research note on Monday, December 29th. UBS Group reduced their price objective on shares of Corpay from $340.00 to $315.00 and set a “neutral” rating for the company in a research note on Thursday, November 6th. Williams Trading set a $300.00 target price on shares of Corpay in a research note on Monday, November 3rd. Wall Street Zen downgraded shares of Corpay from a “buy” rating to a “hold” rating in a report on Saturday, October 11th. Finally, Scotiabank upgraded Corpay to a “sector outperform” rating in a research note on Monday, January 26th. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $373.00.

Corpay Price Performance

Shares of Corpay stock opened at $352.98 on Thursday. The stock has a market cap of $24.69 billion, a P/E ratio of 23.47, a P/E/G ratio of 1.03 and a beta of 0.82. The company has a debt-to-equity ratio of 1.70, a quick ratio of 1.13 and a current ratio of 0.98. The stock’s fifty day moving average is $313.85 and its 200 day moving average is $304.82. Corpay has a one year low of $252.84 and a one year high of $391.28.

Corpay (NYSE:CPAY) last released its quarterly earnings results on Wednesday, February 4th. The company reported $6.04 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.93 by $0.11. Corpay had a return on equity of 37.13% and a net margin of 23.62%.The business had revenue of $1.25 billion during the quarter, compared to analyst estimates of $1.23 billion. During the same quarter in the previous year, the company posted $5.36 earnings per share. Corpay’s revenue for the quarter 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 anticipate that Corpay will post 19.76 earnings per share for the current year.

Insider Activity at Corpay

In other news, Director Steven T. Stull bought 8,000 shares of the stock in a transaction dated Friday, December 12th. The stock was purchased at an average cost of $314.98 per share, for a total transaction of $2,519,840.00. Following the transaction, the director owned 29,241 shares of the company’s stock, valued at $9,210,330.18. The trade was a 37.66% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Corporate insiders own 5.04% of the company’s stock.

Institutional Investors Weigh In On Corpay

Hedge funds have recently bought and sold shares of the business. EverSource Wealth Advisors LLC lifted its position in Corpay by 19.6% during the fourth quarter. EverSource Wealth Advisors LLC now owns 1,362 shares of the company’s stock valued at $410,000 after purchasing an additional 223 shares during the last quarter. Advisory Alpha LLC raised its position in shares of Corpay by 9.7% during the 4th quarter. Advisory Alpha LLC now owns 2,805 shares of the company’s stock valued at $844,000 after buying an additional 249 shares in the last quarter. Vantage Investment Partners LLC lifted its holdings in shares of Corpay by 27.7% in the 4th quarter. Vantage Investment Partners LLC now owns 166,994 shares of the company’s stock valued at $50,254,000 after acquiring an additional 36,225 shares during the last quarter. Global Retirement Partners LLC grew its position in Corpay by 111.3% in the fourth quarter. Global Retirement Partners LLC now owns 300 shares of the company’s stock worth $90,000 after acquiring an additional 158 shares in the last quarter. Finally, Leonteq Securities AG purchased a new position in Corpay in the fourth quarter worth about $27,000. Hedge funds and other institutional investors own 98.84% of the company’s stock.

Key Corpay News

Here are the key news stories impacting Corpay this week:

• Positive Sentiment: Q4 beat — Corpay reported Q4 EPS of $6.04 and revenue of ~$1.25B, topping consensus and showing ~20.7% revenue growth year-over-year; earnings strength and margin expansion were cited on the call. Corpay’s Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Big-bank upgrades — JPMorgan raised its price target to $390 and keeps an overweight stance, signaling confidence in the company’s growth trajectory and upside potential. Corpay Price Target Raised to $390 at JPMorgan Chase & Co.
• Positive Sentiment: Morgan Stanley lift — Morgan Stanley also bumped its target to $390 and maintains an overweight rating, reinforcing the bullish analyst tone. Corpay price target raised by Morgan Stanley
• Positive Sentiment: Portfolio focus — Corpay agreed to sell PayByPhone (non-core vehicle payments asset), underscoring a strategic shift toward higher-growth corporate payments and cleaner portfolio mix. Investors view the move as sharpening the company’s corporate-payments focus. Corpay Refines Portfolio As PayByPhone Sale Highlights Corporate Payments Focus
• Positive Sentiment: Operational momentum — Coverage pieces and a deep-dive note highlight acquisitions and corporate-payments growth as drivers of positive momentum and re-rating potential. CPAY Q4 Deep Dive: Acquisitions and Corporate Payments Drive Positive Momentum
• Positive Sentiment: Investor theses — Independent bullish commentary argues Corpay is underappreciated as a payments infrastructure business rather than a commodity payments provider, supporting a longer-term upside case. Corpay, Inc. (CPAY): A Bull Case Theory
• Neutral Sentiment: RBC raised its target to $363 with a sector-perform rating — another upward revision but less bullish than the $390 targets, reflecting some analyst dispersion on valuation. Corpay price target raised by RBC Capital
• Negative Sentiment: Mizuho’s take is more cautious — Mizuho raised its target to $340 but kept a neutral rating; that target sits below current levels, implying limited near-term upside from that shop. Corpay price target raised by Mizuho
• Negative Sentiment: Near-term guidance miss — Corpay set Q1 FY2026 EPS guidance of $5.38–$5.52, below the consensus (~$5.82), which introduces some short-term uncertainty despite a stronger FY outlook. (Guidance disclosed in earnings release)

Corpay Company Profile

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.