Corpay (NYSE:CPAY) Releases FY 2025 Earnings Guidance

Key Points

• Corpay (NYSE:CPAY) updated its FY 2025 earnings guidance, projecting an EPS of 20.860-21.260, compared to the consensus estimate of 20.987, while revenue guidance is set at $4.4 billion-$4.5 billion.
• Analysts have mixed opinions on Corpay, with Barclays and UBS lowering their price targets, while Wall Street Zen upgraded the stock from a hold to a buy rating.
• Corpay shares declined 3.9% during Thursday trading, reaching $302.72 amidst a trading volume of 961,816 shares, compared to an average volume of 493,607.

Corpay (NYSE:CPAY - Get Free Report) issued an update on its FY 2025 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 20.860-21.260 for the period, compared to the consensus estimate of 20.987. The company issued revenue guidance of $4.4 billion-$4.5 billion, compared to the consensus revenue estimate of $4.4 billion. Corpay also updated its Q3 2025 guidance to 5.500-5.700 EPS.

Analyst Ratings Changes

Several research firms have commented on CPAY. 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. Morgan Stanley dropped their price target on shares of Corpay from $360.00 to $356.00 and set an "equal weight" rating on the stock in a research report on Monday. Wall Street Zen upgraded shares of Corpay from a "hold" rating to a "buy" rating in a research note on Friday, July 18th. Wells Fargo & Company decreased their price target 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. Finally, Oppenheimer began coverage on shares of Corpay in a research note on Monday, April 28th. They issued a "market perform" rating on the stock. Five research analysts have rated the stock with a hold rating and eleven have issued a buy rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average price target of $396.33.

Corpay Stock Up 0.7%

Shares of CPAY traded up $2.07 on Monday, hitting $303.77. The company's stock had a trading volume of 522,772 shares, compared to its average volume of 548,351. Corpay has a fifty-two week low of $269.02 and a fifty-two week high of $400.81. The company has a quick ratio of 1.12, a current ratio of 1.12 and a debt-to-equity ratio of 1.48. The firm's fifty day moving average price is $328.85 and its 200-day moving average price is $337.55. The firm has a market capitalization of $21.45 billion, a price-to-earnings ratio of 20.64, a P/E/G ratio of 1.14 and a beta of 0.96.

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

Institutional Investors Weigh In On Corpay

Several hedge funds have recently added to or reduced their stakes in the business. Integrated Wealth Concepts LLC bought a new position in shares of Corpay in the first quarter worth $207,000. Woodline Partners LP boosted its stake in shares of Corpay by 39.3% during the first quarter. Woodline Partners LP now owns 5,890 shares of the company's stock valued at $2,054,000 after purchasing an additional 1,661 shares in the last quarter. Finally, Intech Investment Management LLC lifted its stake in shares of Corpay by 30.4% in the first quarter. Intech Investment Management LLC now owns 3,341 shares of the company's stock worth $1,165,000 after acquiring an additional 778 shares during the period. Institutional investors and hedge funds own 98.84% of the company's stock.

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.