Corpay (NYSE:CPAY) Issues FY 2026 Earnings Guidance

Key Points

• Corpay issued FY 2026 guidance of EPS $26.30–27.10 and revenue $5.3 billion, both slightly above consensus estimates ($25.78 EPS, $5.2B revenue).
• The company recently beat quarterly expectations with $6.04 EPS (vs. $5.93 est.) on $1.25B revenue, a 20.7% year‑over‑year revenue increase and robust profitability (net margin 23.62%, ROE 37.13%).
• Wall Street sentiment is broadly positive—11 Buys and 3 Holds with an average price target of about $373.92 and multiple firms raising targets up to $390—while institutional investors own roughly 98.8% of the stock.

Corpay (NYSE:CPAY - Get Free Report) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 26.300-27.100 for the period, compared to the consensus EPS estimate of 25.780. The company issued revenue guidance of $5.3 billion-$5.3 billion, compared to the consensus revenue estimate of $5.2 billion.

Corpay Trading Up 0.1%

NYSE CPAY traded up $0.31 during mid-day trading on Thursday, reaching $305.74. 727,914 shares of the stock were exchanged, compared to its average volume of 631,810. Corpay has a one year low of $252.84 and a one year high of $361.99. The stock has a 50 day simple moving average of $311.51 and a 200-day simple moving average of $307.90. The stock has a market cap of $20.81 billion, a P/E ratio of 20.33, a P/E/G ratio of 0.86 and a beta of 0.81. The company has a debt-to-equity ratio of 1.70, a current ratio of 0.98 and a quick ratio of 0.98.

Corpay (NYSE:CPAY - Get Free Report) last announced its earnings results on Wednesday, February 4th. The company reported $6.04 earnings per share for the quarter, topping analysts' consensus estimates of $5.93 by $0.11. Corpay had a net margin of 23.62% and a return on equity of 37.13%. The business had revenue of $1.25 billion during the quarter, compared to the consensus estimate of $1.23 billion. During the same quarter last year, the firm earned $5.36 earnings per share. Corpay's quarterly revenue was up 20.7% on a year-over-year basis. On average, analysts anticipate that Corpay will post 24.64 EPS for the current year.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on CPAY shares. Oppenheimer reissued an "outperform" rating and set a $378.00 target price on shares of Corpay in a research note on Thursday, February 5th. Morgan Stanley lifted their price target on shares of Corpay from $379.00 to $390.00 and gave the company an "overweight" rating in a research note on Thursday, February 5th. JPMorgan Chase & Co. lifted their price target on shares of Corpay from $350.00 to $390.00 and gave the company an "overweight" rating in a research note on Thursday, February 5th. 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 research note on Tuesday, March 31st. Finally, Scotiabank raised shares of Corpay to a "sector outperform" rating in a research note on Monday, January 26th. Eleven analysts have rated the stock with a Buy rating and three have given a Hold rating to the company's stock. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $373.92.

Insiders Place Their Bets

In other Corpay news, CAO Alissa B. Vickery sold 1,701 shares of Corpay stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $358.65, for a total value of $610,063.65. Following the completion of the sale, the chief accounting officer directly owned 2,180 shares of the company's stock, valued at approximately $781,857. The trade was a 43.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 5.19% of the company's stock.

Institutional Investors Weigh In On Corpay

A number of institutional investors and hedge funds have recently made changes to their positions in CPAY. Orbis Allan Gray Ltd boosted its position in Corpay by 20.8% in the fourth 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. Spruce House Investment Management LLC increased its position in shares of Corpay by 95.3% during the 4th quarter. Spruce House Investment Management LLC now owns 830,000 shares of the company's stock valued at $249,772,000 after purchasing an additional 405,000 shares during the last quarter. Hawk Ridge Capital Management LP bought a new stake in shares of Corpay during the 3rd quarter worth $106,381,000. AQR Capital Management LLC raised its stake in shares of Corpay by 209.9% during the 4th quarter. AQR Capital Management LLC now owns 330,549 shares of the company's stock worth $99,472,000 after purchasing an additional 223,891 shares during the period. Finally, Wellington Management Group LLP boosted its holdings in shares of Corpay by 54.9% in the 3rd quarter. Wellington Management Group LLP now owns 631,496 shares of the company's stock worth $181,909,000 after buying an additional 223,704 shares during the last quarter. Institutional investors and hedge funds own 98.84% of the company's stock.

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.

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