Corpay (NYSE:CPAY) Issues Q3 2025 Earnings Guidance

Key Points

• Corpay (NYSE:CPAY) provided its Q3 2025 earnings guidance, estimating EPS between 5.500 and 5.700, slightly below the consensus estimate of 5.612.
• The company's recent earnings report showed a quarterly revenue of $1.10 billion, exceeding analyst estimates of $1.09 billion, with a 12.9% year-over-year increase.
• Analyst ratings on Corpay are generally positive, with a consensus rating of "Moderate Buy" and an average target price of $399.60.

Corpay (NYSE:CPAY - Get Free Report) issued an update on its third quarter 2025 earnings guidance on Thursday morning. The company provided earnings per share guidance of 5.500-5.700 for the period, compared to the consensus earnings per share estimate of 5.612. The company issued revenue guidance of -. Corpay also updated its FY 2025 guidance to 20.860-21.260 EPS.

Corpay Stock Performance

NYSE:CPAY traded down $2.77 during mid-day trading on Friday, hitting $301.73. The company's stock had a trading volume of 580,200 shares, compared to its average volume of 540,849. Corpay has a 1 year low of $269.02 and a 1 year high of $400.81. The company has a debt-to-equity ratio of 1.48, a current ratio of 1.12 and a quick ratio of 1.10. The stock has a market cap of $21.27 billion, a price-to-earnings ratio of 16.04, a PEG ratio of 1.15 and a beta of 0.96. The business's fifty day moving average is $329.21 and its two-hundred day moving average is $338.59.

Corpay (NYSE:CPAY - Get Free Report) last posted its quarterly earnings results on Wednesday, August 6th. The company reported $5.13 EPS for the quarter, beating the consensus estimate of $5.11 by $0.02. Corpay had a net margin of 25.17% and a return on equity of 39.13%. The company had revenue of $1.10 billion for the quarter, compared to analyst estimates of $1.09 billion. During the same period in the prior year, the company earned $4.55 earnings per share. The firm's revenue was up 12.9% on a year-over-year basis. Analysts anticipate that Corpay will post 19.76 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

CPAY has been the topic of several recent research reports. UBS Group lowered their price target on shares of Corpay from $365.00 to $340.00 and set a "neutral" rating on the stock in a report on Thursday. Barclays lowered their target price on shares of Corpay from $440.00 to $400.00 and set an "overweight" rating on the stock in a research note on Monday, April 14th. Wall Street Zen raised shares of Corpay from a "hold" rating to a "buy" rating in a research note on Friday, July 18th. Deutsche Bank Aktiengesellschaft began coverage on shares of Corpay in a research note on Thursday, July 17th. They set a "buy" rating and a $390.00 target price on the stock. Finally, Wells Fargo & Company lowered their target price on shares of Corpay from $375.00 to $339.00 and set an "equal weight" rating on the stock in a research note on Thursday, April 24th. Five research analysts have rated the stock with a hold rating and eleven have assigned a buy rating to the company's stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $397.93.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of the stock. Integrated Wealth Concepts LLC purchased a new position in Corpay in the 1st quarter valued at about $207,000. Intech Investment Management LLC lifted its stake in Corpay by 30.4% in the 1st quarter. Intech Investment Management LLC now owns 3,341 shares of the company's stock valued at $1,165,000 after buying an additional 778 shares in the last quarter. Finally, Woodline Partners LP lifted its stake in Corpay by 39.3% in the 1st quarter. Woodline Partners LP now owns 5,890 shares of the company's stock valued at $2,054,000 after buying an additional 1,661 shares in the last quarter. 98.84% of the stock is owned by hedge funds and other institutional investors.

Corpay Company Profile

Corpay, Inc operates as a payments company that helps businesses and consumers manage vehicle-related expenses, lodging expenses, and corporate payments in the United States, Brazil, the United Kingdom, and internationally. The company offers vehicle payment solutions, which include fuel, tolls, parking, fleet maintenance, and long-haul transportation services, as well as prepaid food and transportation vouchers and cards.