Corpay, Inc. (NYSE:CPAY) Receives Consensus Rating of “Moderate Buy” from Brokerages

Corpay, Inc. (NYSE:CPAY) has earned an average recommendation of “Moderate Buy” from the fifteen research firms that are presently covering the stock, MarketBeat Ratings reports. Five investment analysts have rated the stock with a hold rating and ten have issued a buy rating on the company. The average twelve-month target price among brokerages that have issued ratings on the stock in the last year is $377.5714.

A number of equities analysts have issued reports on the stock. Morgan Stanley boosted their price objective on shares of Corpay from $379.00 to $390.00 and gave the company an “overweight” rating in a research report on Thursday, February 5th. Mizuho increased their target price on shares of Corpay from $320.00 to $340.00 and gave the stock a “neutral” rating in a report on Friday, February 6th. Cantor Fitzgerald raised their target price on Corpay from $385.00 to $415.00 and gave the stock an “overweight” rating in a research note on Monday, February 9th. UBS Group boosted their price target on Corpay from $315.00 to $380.00 and gave the company a “neutral” rating in a report on Tuesday, February 10th. Finally, Scotiabank raised Corpay to a “sector outperform” rating in a research report on Monday, January 26th.

Insider Activity

In related 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 completion of the transaction, the chief accounting officer 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 legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Company insiders own 5.04% of the company’s stock.

Institutional Trading of Corpay

Several large investors have recently added to or reduced their stakes in the stock. Y Intercept Hong Kong Ltd lifted its holdings in Corpay by 1,513.1% in the third quarter. Y Intercept Hong Kong Ltd now owns 25,891 shares of the company’s stock worth $7,458,000 after buying an additional 24,286 shares during the period. Hussman Strategic Advisors Inc. grew its holdings in shares of Corpay by 100.0% during the 3rd quarter. Hussman Strategic Advisors Inc. now owns 8,400 shares of the company’s stock worth $2,420,000 after acquiring an additional 4,200 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. raised its position in shares of Corpay by 5.6% in the 3rd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 138,858 shares of the company’s stock worth $39,999,000 after acquiring an additional 7,397 shares in the last quarter. Hendershot Investments Inc. raised its position in shares of Corpay by 11.8% in the 2nd quarter. Hendershot Investments Inc. now owns 37,651 shares of the company’s stock worth $12,493,000 after acquiring an additional 3,970 shares in the last quarter. Finally, Kestra Investment Management LLC lifted its stake in shares of Corpay by 55,800.0% in the 2nd quarter. Kestra Investment Management LLC now owns 3,354 shares of the company’s stock valued at $1,113,000 after purchasing an additional 3,348 shares during the period. Institutional investors own 98.84% of the company’s stock.

Corpay Stock Performance

NYSE:CPAY opened at $317.69 on Friday. The company has a debt-to-equity ratio of 1.70, a quick ratio of 0.98 and a current ratio of 0.98. Corpay has a fifty-two week low of $252.84 and a fifty-two week high of $361.99. The firm has a market cap of $22.22 billion, a PE ratio of 21.12, a price-to-earnings-growth ratio of 0.92 and a beta of 0.80. The business has a 50 day moving average price of $327.80 and a 200-day moving average price of $306.96.

Corpay (NYSE:CPAY) last issued its earnings results on Wednesday, February 4th. The company reported $6.04 EPS for the quarter, topping the consensus estimate of $5.93 by $0.11. Corpay had a net margin of 23.62% and a return on equity of 37.13%. The company 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 earned $5.36 earnings per share. The firm’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. Equities research analysts predict that Corpay will post 19.76 earnings per share for the current 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.