SG Americas Securities LLC Buys 15,834 Shares of Corpay, Inc. $CPAY

Key Points

• SG Americas Securities LLC boosted its stake in Corpay (NYSE:CPAY) by 187.6%, acquiring an additional 15,834 shares to hold 24,276 shares worth about $7.305 million per its latest 13F filing.
• Corpay's Chief Accounting Officer, Alissa B. Vickery, sold 1,701 shares at an average price of $358.65, reducing her ownership by 43.83% and leaving her with 2,180 shares.
• Corpay beat Q results (EPS $6.04 vs. $5.93 est., revenue $1.25B vs. $1.23B, revenue up 20.7% YoY), issued FY2026 EPS guidance of 25.50–26.50, and has seen several analyst price-target increases supporting a consensus "Moderate Buy" and target around $377.57.

SG Americas Securities LLC raised its stake in Corpay, Inc. (NYSE:CPAY - Free Report) by 187.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 24,276 shares of the company's stock after acquiring an additional 15,834 shares during the period. SG Americas Securities LLC's holdings in Corpay were worth $7,305,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. BOKF NA boosted its stake in Corpay by 4,700.0% in the 3rd quarter. BOKF NA now owns 96 shares of the company's stock worth $28,000 after purchasing an additional 94 shares in the last quarter. Root Financial Partners LLC purchased a new position in Corpay in the third quarter worth about $40,000. Board of the Pension Protection Fund purchased a new position in Corpay in the fourth quarter worth about $48,000. Advisory Services Network LLC bought a new position in shares of Corpay in the third quarter worth approximately $48,000. Finally, Mather Group LLC. bought a new position in shares of Corpay in the third quarter worth approximately $49,000. 98.84% of the stock is currently owned by institutional investors.

Insider Activity

In related news, CAO Alissa B. Vickery sold 1,701 shares of Corpay 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 completion of the sale, the chief accounting officer 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 sale was disclosed in a legal filing with the SEC, which is available at this link. 5.04% of the stock is currently owned by company insiders.

Corpay Stock Up 2.0%

CPAY opened at $290.62 on Tuesday. The stock has a market capitalization of $20.33 billion, a price-to-earnings ratio of 19.32, a PEG ratio of 0.82 and a beta of 0.80. The firm has a 50 day moving average price of $320.64 and a 200-day moving average price of $304.88. Corpay, Inc. has a twelve month low of $252.84 and a twelve month high of $361.99. 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 posted its earnings results on Wednesday, February 4th. The company reported $6.04 EPS for the quarter, topping analysts' consensus estimates of $5.93 by $0.11. The business had revenue of $1.25 billion during the quarter, compared to the consensus estimate of $1.23 billion. Corpay had a net margin of 23.62% and a return on equity of 37.13%. The firm's revenue was up 20.7% on a year-over-year basis. During the same quarter in the previous year, the firm posted $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. Equities research analysts forecast that Corpay, Inc. will post 19.76 earnings per share for the current year.

Analyst Ratings Changes

Several equities research analysts recently weighed in on CPAY shares. UBS Group raised their price target on shares of Corpay from $315.00 to $380.00 and gave the company a "neutral" rating in a research report on Tuesday, February 10th. Scotiabank upgraded Corpay to a "sector outperform" rating in a research note on Monday, January 26th. Wall Street Zen raised Corpay from a "hold" rating to a "buy" rating in a report on Monday, March 23rd. JPMorgan Chase & Co. boosted their price target on Corpay from $350.00 to $390.00 and gave the stock an "overweight" rating in a research note on Thursday, February 5th. Finally, Morgan Stanley upped their price target on Corpay from $379.00 to $390.00 and gave the company an "overweight" rating in a report on Thursday, February 5th. Ten analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company's stock. According to MarketBeat, Corpay currently has a consensus rating of "Moderate Buy" and a consensus target price of $377.57.

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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