Universal Beteiligungs und Servicegesellschaft mbH Cuts Position in Corpay, Inc. $CPAY

Key Points

• Universal Beteiligungs und Servicegesellschaft mbH cut its stake in Corpay by 6.3%, selling 4,201 shares and now holding 62,742 shares (about 0.09% of the company) valued at roughly $18.94 million.
• Corpay beat Q4 estimates with EPS $6.04 versus $5.93 and $1.25B in revenue, and issued FY2026 guidance of 25.500–26.500 EPS, backed by strong margins and a 37.13% ROE.
• Analysts show a Moderate Buy consensus with an average target of $373.92 (10 Buys, 4 Holds); insiders own 5.19% but the CAO sold 1,701 shares (a 43.83% reduction), while institutional investors hold about 98.84% of the stock.

Universal Beteiligungs und Servicegesellschaft mbH decreased its holdings in Corpay, Inc. (NYSE:CPAY - Free Report) by 6.3% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 62,742 shares of the company's stock after selling 4,201 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH owned about 0.09% of Corpay worth $18,935,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of the business. Migdal Insurance & Financial Holdings Ltd. purchased a new position in Corpay in the fourth quarter worth $57,000. Evergreen Capital Management LLC raised its position in Corpay by 85.4% in the fourth quarter. Evergreen Capital Management LLC now owns 1,411 shares of the company's stock worth $425,000 after acquiring an additional 650 shares in the last quarter. Tokio Marine Asset Management Co. Ltd. raised its position in Corpay by 6.0% in the fourth quarter. Tokio Marine Asset Management Co. Ltd. now owns 3,164 shares of the company's stock worth $952,000 after acquiring an additional 179 shares in the last quarter. GHP Investment Advisors Inc. raised its position in Corpay by 12.1% in the fourth quarter. GHP Investment Advisors Inc. now owns 12,990 shares of the company's stock worth $3,909,000 after acquiring an additional 1,401 shares in the last quarter. Finally, Moran Wealth Management LLC raised its position in Corpay by 116.0% in the fourth quarter. Moran Wealth Management LLC now owns 21,283 shares of the company's stock worth $6,405,000 after acquiring an additional 11,428 shares in the last quarter. Hedge funds and other institutional investors own 98.84% of the company's stock.

Corpay Trading Down 0.1%

Corpay stock opened at $313.04 on Friday. The stock has a market cap of $21.30 billion, a PE ratio of 20.81, a P/E/G ratio of 0.89 and a beta of 0.85. The stock has a 50-day moving average price of $315.79 and a 200 day moving average price of $306.70. Corpay, Inc. has a 52 week low of $252.84 and a 52 week high of $361.99. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 1.70.

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. The firm had revenue of $1.25 billion during the quarter, compared to analysts' expectations of $1.23 billion. Corpay had a return on equity of 37.13% and a net margin of 23.62%.The firm's quarterly revenue was up 20.7% compared to the same quarter last year. During the same quarter last year, the business 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 predict that Corpay, Inc. will post 24.6 earnings per share for the current fiscal year.

Insider Transactions at Corpay

In other Corpay news, CAO Alissa B. Vickery sold 1,701 shares of the firm's stock in a transaction dated 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 directly owned 2,180 shares of the company's stock, valued at approximately $781,857. This trade represents a 43.83% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 5.19% of the company's stock.

Analysts Set New Price Targets

CPAY has been the subject of a number of research analyst reports. Wall Street Zen upgraded Corpay from a "hold" rating to a "buy" rating in a research report on Monday, March 23rd. Royal Bank Of Canada raised their price target on Corpay from $344.00 to $363.00 and gave the company a "sector perform" rating in a research report on Thursday, February 5th. Robert W. Baird dropped their price target on Corpay from $440.00 to $380.00 and set an "outperform" rating for the company in a research report on Tuesday, March 31st. JPMorgan Chase & Co. raised their price target on Corpay from $350.00 to $390.00 and gave the company an "overweight" rating in a research report on Thursday, February 5th. Finally, Oppenheimer restated an "outperform" rating and issued a $378.00 price target on shares of Corpay in a research report on Thursday, February 5th. Ten analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company's stock. According to data from MarketBeat, Corpay currently has an average rating of "Moderate Buy" and an average target price of $373.92.

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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