Corpay, Inc. $CPAY Shares Sold by UBS Group AG

Key Points

• UBS Group AG cut its stake in Corpay (NYSE:CPAY) by 14.5% in Q4, selling 42,212 shares and ending the period with 248,946 shares (about $74.9 million, or ~0.36% of the company).
• Corpay CAO Alissa B. Vickery sold 1,701 shares on Feb. 10 at an average of $358.65 for roughly $610,064, reducing her holding by 43.8% to 2,180 shares; insiders now own 5.19% of the stock.
• Operationally, Corpay beat Q results with $6.04 EPS and revenue up 20.7% year-over-year, issued FY2026 EPS guidance of 25.50–26.50, and carries a consensus analyst price target of $373.92 with a majority of analysts rating it a Buy.

UBS Group AG lowered its stake in shares of Corpay, Inc. (NYSE:CPAY - Free Report) by 14.5% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 248,946 shares of the company's stock after selling 42,212 shares during the quarter. UBS Group AG owned approximately 0.36% of Corpay worth $74,915,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in CPAY. BOKF NA boosted its position in Corpay by 4,700.0% during the 3rd quarter. BOKF NA now owns 96 shares of the company's stock valued at $28,000 after purchasing an additional 94 shares during the period. Root Financial Partners LLC bought a new stake in Corpay during the 3rd quarter valued at $40,000. Advisory Services Network LLC bought a new stake in Corpay during the 3rd quarter valued at $48,000. Board of the Pension Protection Fund bought a new stake in Corpay during the 4th quarter valued at $48,000. Finally, Mather Group LLC. bought a new stake in Corpay during the 3rd quarter valued at $49,000. Institutional investors and hedge funds own 98.84% of the company's stock.

Insider Activity at Corpay

In other news, CAO Alissa B. Vickery sold 1,701 shares of the business's stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $358.65, for a total value of $610,063.65. Following the sale, the chief accounting officer owned 2,180 shares of the company's stock, valued at approximately $781,857. The trade was a 43.83% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 5.19% of the company's stock.

Corpay Stock Down 0.0%

CPAY opened at $307.14 on Monday. Corpay, Inc. has a one year low of $252.84 and a one year high of $361.99. The company has a debt-to-equity ratio of 1.70, a quick ratio of 0.98 and a current ratio of 0.98. The stock's fifty day moving average is $313.01 and its 200-day moving average is $307.59. The company has a market capitalization of $20.90 billion, a PE ratio of 20.42, a P/E/G ratio of 0.87 and a beta of 0.81.

Corpay (NYSE:CPAY - Get Free Report) last posted its quarterly earnings data on Wednesday, February 4th. The company reported $6.04 EPS for the quarter, topping analysts' consensus estimates of $5.93 by $0.11. Corpay had a return on equity of 37.13% and a net margin of 23.62%.The company had revenue of $1.25 billion for the quarter, compared to the consensus estimate of $1.23 billion. During the same quarter in the previous year, the business earned $5.36 EPS. The company's quarterly revenue was up 20.7% compared to the same quarter last year. 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, equities analysts predict that Corpay, Inc. will post 24.64 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several analysts have weighed in on CPAY shares. Robert W. Baird cut their target price on Corpay from $440.00 to $380.00 and set an "outperform" rating on the stock in a research note on Tuesday, March 31st. Scotiabank raised Corpay to a "sector outperform" rating in a research note on Monday, January 26th. Cantor Fitzgerald lifted their target price on Corpay from $385.00 to $415.00 and gave the company an "overweight" rating in a research note on Monday, February 9th. UBS Group lifted their target price on Corpay from $315.00 to $380.00 and gave the company a "neutral" rating in a research note on Tuesday, February 10th. Finally, JPMorgan Chase & Co. lifted their target price on Corpay from $350.00 to $390.00 and gave the company an "overweight" rating in a research note on Thursday, February 5th. Eleven research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $373.92.

Corpay Profile

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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