Mitsubishi UFJ Trust & Banking Corp Reduces Stock Holdings in Global Payments Inc. $GPN

Key Points

• Mitsubishi UFJ Trust & Banking Corp reduced its position by 60.9% in Global Payments, selling 158,526 shares and ending the quarter with 101,809 shares worth $7.88 million.
• Analysts are mostly cautious — MarketBeat shows a consensus rating of "Hold" with an average price target of $86.20 and several recent downgrades and price-target cuts.
• Global Payments slightly beat quarterly EPS expectations ($3.18 vs. $3.16), set FY2026 guidance of 13.80–14.00 EPS, has a market cap near $19.9 billion, and pays a $1.00 annual dividend (≈1.4% yield).

Mitsubishi UFJ Trust & Banking Corp reduced its position in shares of Global Payments Inc. (NYSE:GPN - Free Report) by 60.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 101,809 shares of the business services provider's stock after selling 158,526 shares during the period. Mitsubishi UFJ Trust & Banking Corp's holdings in Global Payments were worth $7,880,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. North Star Investment Management Corp. grew its stake in shares of Global Payments by 242.2% in the 3rd quarter. North Star Investment Management Corp. now owns 308 shares of the business services provider's stock valued at $26,000 after buying an additional 218 shares during the period. Root Financial Partners LLC acquired a new stake in shares of Global Payments during the 3rd quarter worth approximately $27,000. REAP Financial Group LLC purchased a new stake in shares of Global Payments during the 3rd quarter valued at approximately $28,000. SouthState Bank Corp acquired a new position in Global Payments in the third quarter valued at approximately $28,000. Finally, Johnson Financial Group Inc. acquired a new position in Global Payments in the third quarter valued at approximately $35,000. 89.76% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on the company. Citigroup cut their target price on Global Payments from $110.00 to $90.00 and set a "buy" rating for the company in a research note on Thursday, April 2nd. BMO Capital Markets started coverage on Global Payments in a research note on Tuesday, April 21st. They issued a "market perform" rating and a $76.00 price target on the stock. BNP Paribas Exane lowered their price target on Global Payments from $64.00 to $60.00 and set an "underperform" rating for the company in a report on Friday, April 10th. UBS Group reissued a "neutral" rating and set a $87.00 price objective (up from $80.00) on shares of Global Payments in a research report on Thursday, February 19th. Finally, Raymond James Financial lowered shares of Global Payments from an "outperform" rating to a "market perform" rating in a report on Thursday, March 26th. One analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, sixteen have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of "Hold" and an average price target of $86.20.

Global Payments Stock Up 0.6%

Shares of NYSE:GPN opened at $72.42 on Friday. The company has a debt-to-equity ratio of 0.83, a current ratio of 1.69 and a quick ratio of 1.69. The firm has a market capitalization of $19.93 billion, a PE ratio of 12.51, a price-to-earnings-growth ratio of 0.43 and a beta of 0.75. The firm's 50-day moving average is $70.97 and its two-hundred day moving average is $75.17. Global Payments Inc. has a 1 year low of $62.45 and a 1 year high of $90.64.

Global Payments (NYSE:GPN - Get Free Report) last posted its quarterly earnings data on Wednesday, February 18th. The business services provider reported $3.18 EPS for the quarter, beating the consensus estimate of $3.16 by $0.02. The business had revenue of $2.32 billion during the quarter, compared to analyst estimates of $2.32 billion. Global Payments had a net margin of 16.92% and a return on equity of 12.72%. The business's revenue for the quarter was up 1.4% compared to the same quarter last year. During the same quarter last year, the firm posted $2.85 earnings per share. Global Payments has set its FY 2026 guidance at 13.800-14.000 EPS. Analysts predict that Global Payments Inc. will post 13.73 EPS for the current year.

Global Payments Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, March 30th. Shareholders of record on Monday, March 9th were given a $0.25 dividend. This represents a $1.00 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend was Monday, March 9th. Global Payments's dividend payout ratio (DPR) is currently 17.27%.

Global Payments Profile

Global Payments Inc NYSE: GPN is a worldwide provider of payment technology and software solutions that enables commerce for merchants, issuers and enterprises. The company develops and operates payment processing networks, point-of-sale systems and cloud-based software that facilitate electronic transactions across in-store, online and mobile channels. Its services span merchant acquiring, payment gateway services, omnichannel commerce platforms, and solutions for recurring and subscription billing.

Global Payments offers a range of products and services including integrated payment terminals and point-of-sale software, e-commerce and gateway technologies, fraud prevention and tokenization tools, and business analytics and reporting.

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