Russell Investments Group Ltd. Purchases 4,780 Shares of Corpay, Inc. $CPAY

Key Points

• Russell Investments Group Ltd. increased its stake in Corpay by 4.9%, buying 4,780 shares to hold 102,110 shares (about 0.14%) valued at roughly $29.45 million, while institutional investors own 98.84% of the stock.
• Corpay beat quarterly expectations with $6.04 EPS (vs. $5.93) and $1.25B revenue (+20.7% YoY), issued FY2026 guidance of 25.50–26.50 EPS (Q1 guidance 5.38–5.52), and carries a consensus "Moderate Buy" rating with a $377.57 target after several firms raised price targets.

Russell Investments Group Ltd. boosted its position in Corpay, Inc. (NYSE:CPAY - Free Report) by 4.9% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 102,110 shares of the company's stock after buying an additional 4,780 shares during the quarter. Russell Investments Group Ltd. owned approximately 0.14% of Corpay worth $29,447,000 as of its most recent filing with the SEC.

Other institutional investors have also recently bought and sold shares of the company. Northwestern Mutual Wealth Management Co. lifted its position in shares of Corpay by 4.8% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 846 shares of the company's stock worth $281,000 after purchasing an additional 39 shares in the last quarter. Thrivent Financial for Lutherans grew its position in Corpay by 1.4% in the second quarter. Thrivent Financial for Lutherans now owns 2,771 shares of the company's stock valued at $919,000 after purchasing an additional 39 shares in the last quarter. Renaissance Group LLC grew its position in Corpay by 3.2% in the second quarter. Renaissance Group LLC now owns 1,809 shares of the company's stock valued at $600,000 after purchasing an additional 56 shares in the last quarter. US Bancorp DE increased its stake in Corpay by 1.9% in the 3rd quarter. US Bancorp DE now owns 3,096 shares of the company's stock valued at $892,000 after buying an additional 58 shares during the last quarter. Finally, Allworth Financial LP increased its stake in Corpay by 37.4% in the 2nd quarter. Allworth Financial LP now owns 239 shares of the company's stock valued at $79,000 after buying an additional 65 shares during the last quarter. Institutional investors own 98.84% of the company's stock.

Corpay Price Performance

NYSE:CPAY opened at $321.40 on Friday. Corpay, Inc. has a 12-month low of $252.84 and a 12-month high of $361.99. The firm has a market capitalization of $22.49 billion, a price-to-earnings ratio of 21.37, a P/E/G ratio of 0.95 and a beta of 0.80. The stock's 50 day moving average price is $327.46 and its two-hundred day moving average price is $307.12. 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 issued its earnings results on Wednesday, February 4th. The company reported $6.04 EPS for the quarter, topping the consensus estimate 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 during the quarter, compared to the consensus estimate of $1.23 billion. During the same period in the previous year, the company posted $5.36 EPS. The firm's revenue for the quarter 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, analysts anticipate that Corpay, Inc. will post 19.76 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on CPAY shares. Weiss Ratings restated a "hold (c+)" rating on shares of Corpay in a research note on Monday, December 29th. Mizuho lifted their target price on Corpay from $320.00 to $340.00 and gave the company a "neutral" rating in a research report on Friday, February 6th. Cantor Fitzgerald upped their target price on Corpay from $385.00 to $415.00 and gave the stock an "overweight" rating in a report on Monday, February 9th. Morgan Stanley increased their price target on Corpay from $379.00 to $390.00 and gave the company an "overweight" rating in a research report on Thursday, February 5th. Finally, UBS Group raised their price target on Corpay from $315.00 to $380.00 and gave the company a "neutral" rating in a research note on Tuesday, February 10th. Ten investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $377.57.

Insider Buying and Selling

In other Corpay news, CAO Alissa B. Vickery sold 1,701 shares of Corpay stock in a transaction 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 transaction, the chief accounting officer directly owned 2,180 shares of the company's stock, valued at $781,857. The trade was a 43.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 5.04% of the stock is currently owned by company insiders.

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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