45,328 Shares in Corpay, Inc. $CPAY Purchased by PFA Pension Forsikringsaktieselskab

Key Points

• PFA Pension bought a new Q4 stake of 45,328 shares in Corpay (NYSE:CPAY) worth about $13.83 million, representing roughly 0.06% ownership.
• Analyst sentiment is positive: eleven analysts rate CPAY a Buy versus three Holds, consensus is a "Moderate Buy" with a $373.92 target, and several firms (UBS, JPMorgan, Cantor) recently raised their price targets.
• Corpay beat Q4 estimates with $6.04 EPS vs. $5.93 expected and $1.25B revenue vs. $1.23B expected, and set FY2026 guidance of 25.50–26.50 EPS; market cap is about $20.9 billion.

PFA Pension Forsikringsaktieselskab bought a new position in shares of Corpay, Inc. (NYSE:CPAY - Free Report) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund bought 45,328 shares of the company's stock, valued at approximately $13,830,000. PFA Pension Forsikringsaktieselskab owned 0.06% of Corpay as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also modified their holdings of 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 buying an additional 58,235 shares during the period. Orbis Allan Gray Ltd boosted its holdings in shares of Corpay by 3.3% during the 2nd quarter. Orbis Allan Gray Ltd now owns 3,855,589 shares of the company's stock worth $1,279,362,000 after buying an additional 124,368 shares during the period. 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 buying an additional 23,470 shares during the period. M&T Bank Corp boosted its holdings in shares of Corpay by 4,657.7% during the 4th quarter. M&T Bank Corp now owns 1,044,074 shares of the company's stock worth $314,193,000 after buying an additional 1,022,129 shares during the period. Finally, Wellington Management Group LLP boosted its holdings in shares of Corpay by 54.9% during 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 period. Institutional investors own 98.84% of the company's stock.

Analyst Ratings Changes

A number of analysts have issued reports on CPAY shares. Scotiabank raised shares of Corpay to a "sector outperform" rating in a report on Monday, January 26th. UBS Group increased their target price on shares of Corpay from $315.00 to $380.00 and gave the stock a "neutral" rating in a research report on Tuesday, February 10th. JPMorgan Chase & Co. increased their target price on shares of Corpay from $350.00 to $390.00 and gave the stock an "overweight" rating in a research report on Thursday, February 5th. Cantor Fitzgerald increased their target price on shares of Corpay from $385.00 to $415.00 and gave the stock an "overweight" rating in a research report on Monday, February 9th. Finally, Raymond James Financial restated an "outperform" rating and set a $361.00 target price on shares of Corpay in a research report on Thursday, March 5th. Eleven investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, Corpay currently has a consensus rating of "Moderate Buy" and a consensus target price of $373.92.

Corpay Stock Performance

Shares of NYSE:CPAY opened at $307.14 on Monday. The company's 50 day moving average price is $313.01 and its two-hundred day moving average price is $307.59. Corpay, Inc. has a 12-month low of $252.84 and a 12-month high of $361.99. The firm has a market cap of $20.90 billion, a PE ratio of 20.42, a PEG ratio of 0.87 and a beta of 0.81. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 1.70.

Corpay (NYSE:CPAY - Get Free Report) last announced its earnings results on Wednesday, February 4th. The company reported $6.04 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $5.93 by $0.11. The firm had revenue of $1.25 billion for the quarter, compared to analyst estimates of $1.23 billion. Corpay had a net margin of 23.62% and a return on equity of 37.13%. The business's revenue was up 20.7% compared to the same quarter last year. During the same quarter in the prior year, the business posted $5.36 EPS. Corpay has set its FY 2026 guidance at 25.500-26.500 EPS and its Q1 2026 guidance at 5.380-5.520 EPS. Equities research analysts predict that Corpay, Inc. will post 24.64 earnings per share for the current year.

Insider Activity 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 shares were sold at an average price of $358.65, for a total value of $610,063.65. Following the completion of the transaction, the chief accounting officer directly owned 2,180 shares in the company, valued at approximately $781,857. The trade was a 43.83% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 5.19% 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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