Corpay, Inc. $CPAY Shares Acquired by Nisa Investment Advisors LLC

Nisa Investment Advisors LLC increased its position in Corpay, Inc. (NYSE:CPAY) by 82.2% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 6,455 shares of the company’s stock after purchasing an additional 2,913 shares during the period. Nisa Investment Advisors LLC’s holdings in Corpay were worth $1,943,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Mn Services Vermogensbeheer B.V. lifted its holdings in Corpay by 1.7% during the 4th quarter. Mn Services Vermogensbeheer B.V. now owns 25,312 shares of the company’s stock worth $7,617,000 after buying an additional 412 shares during the last quarter. Pallas Capital Advisors LLC acquired a new position in shares of Corpay in the 4th quarter worth approximately $204,000. Generate Investment Management Ltd increased its holdings in shares of Corpay by 60.0% in the 4th quarter. Generate Investment Management Ltd now owns 120,000 shares of the company’s stock valued at $36,112,000 after acquiring an additional 45,000 shares during the last quarter. Global X Japan Co. Ltd. increased its holdings in shares of Corpay by 348.3% in the 4th quarter. Global X Japan Co. Ltd. now owns 3,313 shares of the company’s stock valued at $997,000 after acquiring an additional 2,574 shares during the last quarter. Finally, Czech National Bank raised its position in shares of Corpay by 2.9% during the 4th quarter. Czech National Bank now owns 18,447 shares of the company’s stock valued at $5,551,000 after acquiring an additional 512 shares in the last quarter. 98.84% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several equities analysts recently issued reports on CPAY shares. Morgan Stanley raised their price objective on Corpay from $379.00 to $390.00 and gave the stock an “overweight” rating in a research note on Thursday, February 5th. JPMorgan Chase & Co. increased their target price on shares of Corpay from $350.00 to $390.00 and gave the stock an “overweight” rating in a report on Thursday, February 5th. Wall Street Zen upgraded shares of Corpay from a “hold” rating to a “buy” rating in a research report on Monday, March 23rd. Robert W. Baird decreased their price target on shares of Corpay from $440.00 to $380.00 and set an “outperform” rating for the company in a report on Tuesday. Finally, Royal Bank Of Canada boosted their price objective on shares of Corpay from $344.00 to $363.00 and gave the company a “sector perform” rating in a research report on Thursday, February 5th. Eleven analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $373.29.

Corpay Price Performance

Shares of NYSE CPAY opened at $293.61 on Friday. Corpay, Inc. has a 1-year low of $252.84 and a 1-year high of $361.99. The company has a debt-to-equity ratio of 1.70, a current ratio of 0.98 and a quick ratio of 0.98. The business’s fifty day moving average price is $318.59 and its two-hundred day moving average price is $304.49. The firm has a market capitalization of $20.54 billion, a PE ratio of 19.52, a P/E/G ratio of 0.85 and a beta of 0.85.

Corpay (NYSE:CPAY) last announced 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. The company had revenue of $1.25 billion during the quarter, compared to the consensus estimate of $1.23 billion. Corpay had a net margin of 23.62% and a return on equity of 37.13%. The company’s revenue for the quarter was up 20.7% compared to the same quarter last year. During the same quarter in the previous year, the company posted $5.36 earnings per share. Corpay has set its FY 2026 guidance at 25.500-26.500 EPS and its Q1 2026 guidance at 5.380-5.520 EPS. On average, research analysts expect that Corpay, Inc. will post 19.76 EPS for the current year.

Insiders Place Their Bets

In other Corpay news, CAO Alissa B. Vickery sold 1,701 shares of the business’s stock in a transaction dated Tuesday, February 10th. The shares were 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 directly owned 2,180 shares of the company’s stock, valued at $781,857. The trade was a 43.83% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 5.04% of the stock is currently owned by corporate insiders.

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.