Corpay, Inc. (NYSE:CPAY) Receives Consensus Recommendation of "Moderate Buy" from Analysts

Key Points

• Moderate Buy consensus from 14 brokers (11 buy, 3 hold) with an average 12‑month price target of about $373.92.
• Corpay posted an EPS beat (Q: $6.04 vs. $5.93 est.) and $1.25B revenue (+20.7% YoY), and set FY2026 guidance of 25.50–26.50 EPS (Q1 guidance 5.38–5.52).
• 98.84% institutional ownership with major managers (Vanguard, Orbis, JPMorgan) increasing stakes, while a senior insider disclosed a partial sale reducing her holdings.

Corpay, Inc. (NYSE:CPAY - Get Free Report) has been assigned an average recommendation of "Moderate Buy" from the fourteen brokerages that are currently covering the firm, MarketBeat Ratings reports. Three investment analysts have rated the stock with a hold rating and eleven have issued a buy rating on the company. The average twelve-month price objective among brokerages that have updated their coverage on the stock in the last year is $373.9167.

Several equities research analysts have commented on CPAY shares. UBS Group boosted their price objective on Corpay from $315.00 to $380.00 and gave the stock a "neutral" rating in a research note on Tuesday, February 10th. Wall Street Zen upgraded Corpay from a "hold" rating to a "buy" rating in a research note on Monday, March 23rd. Weiss Ratings upgraded Corpay from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Monday, April 27th. Royal Bank Of Canada boosted their price objective on Corpay from $344.00 to $363.00 and gave the stock a "sector perform" rating in a research note on Thursday, February 5th. Finally, Scotiabank upgraded Corpay to a "sector outperform" rating in a report on Monday, January 26th.

Corpay Price Performance

NYSE:CPAY opened at $307.14 on Monday. Corpay has a 12 month low of $252.84 and a 12 month high of $361.99. The stock has a 50 day moving average of $313.01 and a two-hundred day moving average of $307.59. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 1.70. The firm has a market cap of $20.90 billion, a P/E ratio of 20.42, a price-to-earnings-growth ratio of 0.87 and a beta of 0.81.

Corpay (NYSE:CPAY - Get Free Report) last posted its quarterly earnings data 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 return on equity of 37.13% and a net margin of 23.62%.The company had revenue of $1.25 billion during the quarter, compared to analyst estimates of $1.23 billion. During the same period in the previous year, the business earned $5.36 EPS. Corpay's quarterly revenue 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. On average, analysts expect that Corpay will post 24.64 earnings per share for the current fiscal year.

Insider Buying and Selling at Corpay

In other news, CAO Alissa B. Vickery sold 1,701 shares of the business'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 transaction, the chief accounting officer directly owned 2,180 shares in the company, valued at $781,857. The trade was a 43.83% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 5.19% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the stock. Vanguard Group Inc. boosted its holdings in shares of Corpay by 0.7% during the 3rd quarter. Vanguard Group Inc. now owns 8,182,672 shares of the company's stock worth $2,357,100,000 after purchasing an additional 58,235 shares during the last quarter. Orbis Allan Gray Ltd boosted its holdings in shares of Corpay by 20.8% during the 4th quarter. Orbis Allan Gray Ltd now owns 4,987,968 shares of the company's stock worth $1,501,029,000 after purchasing an additional 859,854 shares during the last quarter. JPMorgan Chase & Co. boosted its holdings in shares of Corpay by 6.9% during the 4th quarter. JPMorgan Chase & Co. now owns 4,734,927 shares of the company's stock worth $1,424,882,000 after purchasing an additional 307,355 shares during the last quarter. State Street Corp boosted its holdings in shares of Corpay by 0.8% during the 3rd quarter. State Street Corp now owns 2,956,744 shares of the company's stock worth $851,720,000 after purchasing an additional 23,470 shares during the last quarter. Finally, Geode Capital Management LLC boosted its holdings in shares of Corpay by 1.0% during the 4th quarter. Geode Capital Management LLC now owns 1,905,526 shares of the company's stock worth $571,346,000 after purchasing an additional 19,281 shares during the last quarter. 98.84% of the stock is currently owned by institutional investors and hedge funds.

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.

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