Corpay, Inc (NYSE:CPAY) Given Consensus Rating of "Moderate Buy" by Brokerages

Key Points

• Corpay has a “Moderate Buy” consensus rating from 15 analysts: 12 recommend buying and three rate it a hold. The average 12-month price target is approximately $438.93.
• Corpay exceeded quarterly expectations, reporting $7.00 in EPS versus the $6.58 consensus estimate and $1.34 billion in revenue versus $1.30 billion expected. Revenue increased 21.5% year over year, and the company provided full-year 2026 EPS guidance of $27.15–$27.55.
• Insiders sold significant shares, including CEO Ronald Clarke’s roughly $49.3 million sale; insiders sold $116.2 million of stock over the past 90 days. Institutional investors own 98.84% of Corpay’s shares.

Corpay, Inc (NYSE:CPAY - Get Free Report) has been assigned a consensus recommendation of "Moderate Buy" from the fifteen ratings firms that are covering the stock, MarketBeat reports. Three equities research analysts have rated the stock with a hold rating and twelve have issued a buy rating on the company. The average 1-year price target among brokerages that have updated their coverage on the stock in the last year is $438.9286.

A number of equities analysts have recently commented on CPAY shares. Scotiabank set a $536.00 price objective on shares of Corpay and gave the stock an "outperform" rating in a report on Wednesday. Loop Capital started coverage on shares of Corpay in a research note on Monday, May 18th. They issued a "buy" rating and a $406.00 target price on the stock. Robert W. Baird set a $475.00 price target on shares of Corpay in a research report on Thursday, August 6th. Wall Street Zen raised Corpay from a "hold" rating to a "buy" rating in a report on Sunday. Finally, Keefe, Bruyette & Woods upped their price objective on Corpay from $400.00 to $470.00 and gave the company an "outperform" rating in a research note on Thursday, August 6th.

Insider Buying and Selling

In other Corpay news, CEO Ronald Clarke sold 119,486 shares of the stock in a transaction on Tuesday, August 25th. The stock was sold at an average price of $412.40, for a total transaction of $49,276,026.40. Following the completion of the transaction, the chief executive officer directly owned 2,354,330 shares in the company, valued at $970,925,692. This represents a 4.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Armando Netto sold 70,476 shares of Corpay stock in a transaction on 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 of the company's stock, valued at approximately $3,969,913.62. The trade was a 86.21% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 291,336 shares of company stock worth $116,212,228 in the last 90 days. 5.19% of the stock is owned by company insiders.

Institutional Investors Weigh In On Corpay

Several large investors have recently made changes to their positions in the company. Empowered Funds LLC increased its holdings in Corpay by 141.3% during the 1st quarter. Empowered Funds LLC now owns 5,490 shares of the corporate payments company's stock valued at $1,598,000 after purchasing an additional 3,215 shares in the last quarter. Moran Wealth Management LLC grew its holdings in shares of Corpay by 77.9% during the first quarter. Moran Wealth Management LLC now owns 37,869 shares of the corporate payments company's stock worth $11,020,000 after purchasing an additional 16,586 shares during the last quarter. Procyon Advisors LLC grew its holdings in shares of Corpay by 78.0% during the first quarter. Procyon Advisors LLC now owns 6,357 shares of the corporate payments company's stock worth $1,850,000 after purchasing an additional 2,786 shares during the last quarter. Louisiana State Employees Retirement System acquired a new stake in shares of Corpay in the first quarter valued at $1,048,000. Finally, Anchor Capital Advisors LLC increased its stake in shares of Corpay by 6.9% in the fourth quarter. Anchor Capital Advisors LLC now owns 124,731 shares of the corporate payments company's stock valued at $37,535,000 after buying an additional 8,094 shares in the last quarter. Institutional investors own 98.84% of the company's stock.

Corpay Stock Performance

CPAY opened at $416.09 on Friday. The stock has a market cap of $27.32 billion, a PE ratio of 25.33, a P/E/G ratio of 1.14 and a beta of 0.87. The company has a current ratio of 0.97, a quick ratio of 0.97 and a debt-to-equity ratio of 1.70. Corpay has a 1 year low of $252.84 and a 1 year high of $427.46. The stock's 50 day simple moving average is $386.15 and its 200-day simple moving average is $349.07.

Corpay (NYSE:CPAY - Get Free Report) last issued its earnings results 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. The firm had revenue of $1.34 billion during the quarter, compared to analysts' expectations of $1.30 billion. Corpay had a return on equity of 42.18% and a net margin of 22.72%.Corpay's quarterly revenue was up 21.5% compared to the same quarter last year. During the same period last year, the business earned $5.13 earnings per share. Corpay has set its Q3 2026 guidance at 7.050-7.250 EPS and its FY 2026 guidance at 27.150-27.550 EPS. Sell-side analysts forecast that Corpay will post 25.75 EPS for the current year.

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.

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