Corpay, Inc $CPAY Stock: Inspire Investing LLC Raises Holdings

Key Points

• Inspire Investing increased its Corpay holdings by 176.4% in the third quarter, owning 13,621 shares valued at approximately $5.3 million. Institutional investors and hedge funds collectively own 98.84% of Corpay.
• Corpay reported quarterly EPS of $7.00, beating estimates of $6.58, while revenue rose 21.5% year over year to $1.34 billion. Management issued Q3 2026 EPS guidance of $7.05–$7.25 and full-year guidance of $27.15–$27.55.
• Analyst sentiment remains favorable, with a consensus rating of “Moderate Buy” and an average price target of $438.93, though insiders sold about $91.4 million worth of stock over the past 90 days.

Inspire Investing LLC grew its holdings in shares of Corpay, Inc (NYSE:CPAY - Free Report) by 176.4% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 13,621 shares of the corporate payments company's stock after purchasing an additional 8,693 shares during the quarter. Inspire Investing LLC's holdings in Corpay were worth $5,293,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. Burkett Financial Services LLC purchased a new position in Corpay during the third quarter worth about $30,000. Axiom Investment Management LLC purchased a new stake in Corpay in the 1st quarter valued at about $27,000. Strive Financial Group LLC purchased a new stake in Corpay in the 2nd quarter valued at about $35,000. Western Wealth Management LLC acquired a new position in shares of Corpay during the 1st quarter valued at about $36,000. Finally, SJS Investment Consulting Inc. increased its stake in shares of Corpay by 150.0% during the 1st quarter. SJS Investment Consulting Inc. now owns 140 shares of the corporate payments company's stock valued at $41,000 after acquiring an additional 84 shares during the last quarter. Institutional investors and hedge funds own 98.84% of the company's stock.

Corpay Price Performance

CPAY stock opened at $408.95 on Friday. The company has a market cap of $26.85 billion, a PE ratio of 24.89, a price-to-earnings-growth ratio of 1.14 and a beta of 0.89. The company has a current ratio of 0.97, a quick ratio of 0.97 and a debt-to-equity ratio of 1.70. The stock has a 50-day moving average price of $404.60 and a two-hundred day moving average price of $371.95. Corpay, Inc has a 12-month low of $252.84 and a 12-month high of $427.46.

Corpay (NYSE:CPAY - Get Free Report) last released its quarterly earnings data on Wednesday, August 5th. The corporate payments company reported $7.00 EPS for the quarter, topping analysts' consensus estimates of $6.58 by $0.42. The company had revenue of $1.34 billion for the quarter, compared to the consensus estimate of $1.30 billion. Corpay had a return on equity of 42.18% and a net margin of 22.72%. The company's quarterly revenue was up 21.5% compared to the same quarter last year. During the same period last year, the business posted $5.13 EPS. Corpay has set its Q3 2026 guidance at 7.050-7.250 EPS and its FY 2026 guidance at 27.150-27.550 EPS. As a group, research analysts predict that Corpay, Inc will post 25.79 EPS for the current year.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on CPAY. Raymond James Financial reiterated an "outperform" rating and set a $442.00 price objective on shares of Corpay in a report on Thursday, August 6th. Wolfe Research boosted their target price on shares of Corpay from $475.00 to $530.00 and gave the company an "outperform" rating in a report on Tuesday, August 25th. Scotiabank began coverage on shares of Corpay in a research report on Wednesday, September 2nd. They set an "outperform" rating and a $536.00 price target for the company. Wall Street Zen lowered shares of Corpay from a "buy" rating to a "hold" rating in a research report on Saturday. Finally, Weiss Ratings raised shares of Corpay from a "buy (b-)" rating to a "buy (b)" rating in a research note on Thursday, October 8th. Twelve research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company's stock. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $438.93.

Insider Activity at Corpay

In other Corpay news, Director Steven T. Stull sold 4,000 shares of the business's stock in a transaction that occurred on Wednesday, August 19th. The shares were sold at an average price of $410.66, for a total transaction of $1,642,640.00. Following the completion of the sale, the director directly owned 23,598 shares in the company, valued at $9,690,754.68. The trade was a 14.49% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Ronald Clarke sold 119,486 shares of the business's stock in a transaction that occurred on Tuesday, August 25th. The stock was sold at an average price of $412.40, for a total transaction of $49,276,026.40. Following the sale, the chief executive officer owned 2,354,330 shares of the company's stock, valued at approximately $970,925,692. This represents a 4.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 220,860 shares of company stock worth $91,395,514 in the last 90 days. 5.19% of the stock is currently owned by insiders.

Corpay Profile

Corpay is a global corporate payments company that provides businesses with a range of payment and expense management solutions. Its services are designed to help organizations manage payables, card programs, travel and fleet-related expenses, and cross-border transactions more efficiently.

The company serves customers across a variety of industries and geographies, offering software and payment tools that streamline accounts payable, vendor payments, and workforce payments. Corpay also provides specialized solutions for fleet management and international payments, helping businesses control costs and simplify financial operations.

Corpay operates as part of the broader financial technology and payment processing sector.

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