B. Metzler seel. Sohn & Co. AG Sells 5,572 Shares of Corpay, Inc. $CPAY

Key Points

• B. Metzler seel. Sohn & Co. AG cut its stake in Corpay by 77.4% in Q4, selling 5,572 shares and leaving it with 1,626 shares valued at $489,000.
• M&T Bank Corp dramatically increased its position, acquiring 1,022,129 shares in Q4 to own 1,044,074 shares (≈$314.2M), and institutional investors now hold 98.84% of the stock.
• Corpay beat Q results (EPS $6.04 vs. $5.93; revenue $1.25B, +20.7% YoY), set FY2026 EPS guidance of 25.5–26.5, and carries a consensus analyst stance of "Moderate Buy" with an average price target of $373.92.

B. Metzler seel. Sohn & Co. AG cut its stake in Corpay, Inc. (NYSE:CPAY - Free Report) by 77.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,626 shares of the company's stock after selling 5,572 shares during the quarter. B. Metzler seel. Sohn & Co. AG's holdings in Corpay were worth $489,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of CPAY. M&T Bank Corp grew its stake in shares of Corpay by 4,657.7% in the fourth quarter. M&T Bank Corp now owns 1,044,074 shares of the company's stock valued at $314,193,000 after acquiring an additional 1,022,129 shares in the last quarter. Hawk Ridge Capital Management LP acquired a new position in shares of Corpay in the third quarter valued at about $106,381,000. Wellington Management Group LLP grew its stake in shares of Corpay by 54.9% in the third quarter. Wellington Management Group LLP now owns 631,496 shares of the company's stock valued at $181,909,000 after acquiring an additional 223,704 shares in the last quarter. Squarepoint Ops LLC grew its stake in shares of Corpay by 7,044.2% in the third quarter. Squarepoint Ops LLC now owns 135,454 shares of the company's stock valued at $39,019,000 after acquiring an additional 133,558 shares in the last quarter. Finally, Orbis Allan Gray Ltd grew its stake in shares of Corpay by 3.3% in the second quarter. Orbis Allan Gray Ltd now owns 3,855,589 shares of the company's stock valued at $1,279,362,000 after acquiring an additional 124,368 shares in the last quarter. 98.84% of the stock is owned by institutional investors.

Insider Transactions at Corpay

In other news, CAO Alissa B. Vickery sold 1,701 shares of the firm'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 transaction of $610,063.65. Following the completion of the sale, the chief accounting officer owned 2,180 shares of the company's stock, valued at $781,857. This trade represents a 43.83% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Insiders own 5.19% of the company's stock.

Corpay Stock Down 0.0%

Shares of NYSE CPAY opened at $312.82 on Tuesday. The company has a 50 day simple moving average of $315.29 and a 200 day simple moving average of $307.08. The firm has a market cap of $21.29 billion, a PE ratio of 20.80, a price-to-earnings-growth ratio of 0.88 and a beta of 0.85. Corpay, Inc. has a 1 year low of $252.84 and a 1 year high of $361.99. 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 issued its quarterly earnings data on Wednesday, February 4th. The company reported $6.04 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $5.93 by $0.11. The business had revenue of $1.25 billion during 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 firm's quarterly revenue was up 20.7% on a year-over-year basis. During the same quarter last year, the business earned $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. On average, research analysts forecast that Corpay, Inc. will post 24.64 EPS for the current year.

Analyst Ratings Changes

CPAY has been the topic of several research reports. UBS Group upped their price target on shares of Corpay from $315.00 to $380.00 and gave the company a "neutral" rating in a research note on Tuesday, February 10th. Mizuho upped their price target on shares of Corpay from $320.00 to $340.00 and gave the company a "neutral" rating in a research note on Friday, February 6th. Morgan Stanley upped 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. Raymond James Financial restated an "outperform" rating and issued a $361.00 price target on shares of Corpay in a research note on Thursday, March 5th. Finally, Weiss Ratings reiterated a "hold (c+)" rating on shares of Corpay in a research note on Monday, December 29th. Ten research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $373.92.

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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