Vista Investment Management Makes New $958,000 Investment in Global Payments Inc. $GPN

Key Points

• Vista Investment Management purchased 13,200 shares of Global Payments during the second quarter, valued at approximately $958,000. Institutional investors and hedge funds collectively own 89.76% of the company.
• Global Payments reported quarterly EPS of $3.46, slightly above estimates, while revenue reached $3.16 billion, up 68.6% year over year. The company issued fiscal 2026 guidance of $13.60–$13.80 in EPS.
• Analyst sentiment remains mixed, with the stock carrying an average “Hold” rating and a $90.92 price target. Global Payments also declared a quarterly dividend of $0.25 per share, representing a 1.1% annualized yield.

Vista Investment Management purchased a new stake in Global Payments Inc. (NYSE:GPN - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 13,200 shares of the business services provider's stock, valued at approximately $958,000.

Other institutional investors have also made changes to their positions in the company. Strive Financial Group LLC purchased a new stake in shares of Global Payments in the 4th quarter valued at $25,000. DV Equities LLC purchased a new position in Global Payments during the 4th quarter valued at about $26,000. Torren Management LLC purchased a new position in Global Payments during the 4th quarter valued at about $34,000. Western Wealth Management LLC acquired a new position in Global Payments in the 1st quarter valued at about $34,000. Finally, Johnson Financial Group Inc. acquired a new position in Global Payments in the 3rd quarter valued at about $35,000. 89.76% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several analysts have recently issued reports on GPN shares. The Goldman Sachs Group increased their price target on shares of Global Payments from $82.00 to $94.00 and gave the stock a "neutral" rating in a research report on Thursday, August 6th. Cantor Fitzgerald dropped their price objective on shares of Global Payments from $88.00 to $76.00 and set a "neutral" rating for the company in a report on Monday, May 11th. Citigroup restated a "buy" rating on shares of Global Payments in a report on Thursday, August 6th. TD Cowen began coverage on shares of Global Payments in a research note on Thursday, August 6th. They set a "buy" rating on the stock. Finally, UBS Group began coverage on shares of Global Payments in a report on Thursday, August 6th. They set a "buy" rating on the stock. Ten equities research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of "Hold" and an average price target of $90.92.

Global Payments Stock Up 1.6%

Global Payments stock opened at $93.74 on Friday. The stock has a market cap of $24.81 billion, a PE ratio of -31.46, a P/E/G ratio of 0.54 and a beta of 0.74. The company has a debt-to-equity ratio of 0.90, a current ratio of 0.82 and a quick ratio of 0.82. The stock's fifty day moving average is $79.77 and its two-hundred day moving average is $73.86. Global Payments Inc. has a 1-year low of $61.16 and a 1-year high of $95.58.

Global Payments (NYSE:GPN - Get Free Report) last released its quarterly earnings data on Wednesday, August 5th. The business services provider reported $3.46 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.44 by $0.02. Global Payments had a positive return on equity of 13.80% and a negative net margin of 9.16%.The business had revenue of $3.16 billion during the quarter, compared to analysts' expectations of $3.16 billion. During the same period in the prior year, the firm posted $3.10 EPS. The business's quarterly revenue was up 68.6% compared to the same quarter last year. Global Payments has set its FY 2026 guidance at 13.600-13.800 EPS. On average, sell-side analysts expect that Global Payments Inc. will post 13.66 EPS for the current fiscal year.

Global Payments Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, September 25th. Investors of record on Friday, September 11th will be issued a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend is Friday, September 11th. Global Payments's dividend payout ratio is -33.56%.

Trending Headlines about Global Payments

Here are the key news stories impacting Global Payments this week:

• Positive Sentiment: Zacks Research raised its EPS forecasts for the first quarters of 2027 and 2028 to $3.43 and $4.02, respectively. These increases suggest some confidence in Global Payments’ earnings trajectory, while its FY2027 and FY2028 estimates still imply substantial year-over-year growth. Global Payments analyst estimate report
• Neutral Sentiment: Analyst sentiment remains divided. Zacks maintains a “Hold” rating, while a separate report highlights conflicting views among analysts regarding Global Payments and other industrial-goods companies. This lack of consensus may limit the stock’s upside despite its recent strength. Analysts Have Conflicting Sentiments on Global Payments
• Negative Sentiment: Zacks cut estimates across several periods, including Q3 and Q4 2026, FY2026, Q2 through Q4 2027, FY2027, Q2 2028 and FY2028. The firm reduced its FY2026 forecast to $13.63 from $13.85, FY2027 to $16.00 from $16.43, and FY2028 to $18.53 from $19.00. The revisions point to somewhat weaker expected earnings momentum and could pressure the valuation, particularly with the stock near its recent high. Zacks’ unchanged “Hold” rating reinforces the cautious outlook. Zacks Global Payments estimate revisions

About Global Payments

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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