Vista Investment Partners LLC Takes Position in Corpay, Inc $CPAY

Key Points

• Vista Investment Partners acquired 13,173 Corpay shares worth approximately $4.39 million, while institutional investors and hedge funds collectively own 98.84% of the company.
• Analysts remain broadly positive, with 12 Buy ratings and three Holds; Corpay has a “Moderate Buy” consensus rating and an average price target of $421.08.
• Corpay exceeded quarterly expectations, reporting $7.00 in EPS and $1.34 billion in revenue, with revenue up 21.5% year over year. However, insiders sold approximately $31.3 million of stock over the past 90 days.

Vista Investment Partners LLC acquired a new stake in Corpay, Inc (NYSE:CPAY - Free Report) during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 13,173 shares of the corporate payments company's stock, valued at approximately $4,391,000.

A number of other large investors have also recently added to or reduced their stakes in the business. MV Capital Management Inc. acquired a new stake in Corpay during the fourth quarter worth $25,000. Leonteq Securities AG acquired a new position in shares of Corpay in the 4th quarter valued at $27,000. Axiom Investment Management LLC acquired a new position in shares of Corpay in the 1st quarter valued at $27,000. BOKF NA grew its holdings in shares of Corpay by 4,700.0% during the 3rd quarter. BOKF NA now owns 96 shares of the corporate payments company's stock worth $28,000 after purchasing an additional 94 shares during the period. Finally, Torren Management LLC purchased a new position in shares of Corpay during the 4th quarter worth $29,000. 98.84% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on CPAY. Royal Bank Of Canada raised their price objective on Corpay from $363.00 to $423.00 and gave the stock a "sector perform" rating in a research report on Thursday. Robert W. Baird set a $475.00 target price on shares of Corpay in a research note on Thursday. UBS Group increased their target price on shares of Corpay from $385.00 to $415.00 and gave the stock a "neutral" rating in a research note on Thursday. Wolfe Research reiterated an "outperform" rating and set a $475.00 price target on shares of Corpay in a research report on Thursday. Finally, Keefe, Bruyette & Woods boosted their price target on shares of Corpay from $400.00 to $470.00 and gave the company an "outperform" rating in a research note on Thursday. Twelve analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, Corpay currently has an average rating of "Moderate Buy" and a consensus price target of $421.08.

Corpay Stock Performance

Shares of Corpay stock opened at $393.42 on Monday. The business has a 50-day moving average of $358.28 and a 200 day moving average of $338.25. Corpay, Inc has a 12 month low of $252.84 and a 12 month high of $405.95. The stock has a market capitalization of $25.71 billion, a price-to-earnings ratio of 23.94, a price-to-earnings-growth ratio of 1.09 and a beta of 0.87. The company has a debt-to-equity ratio of 1.70, a current ratio of 0.97 and a quick ratio of 0.98.

Corpay (NYSE:CPAY - Get Free Report) last released its earnings results on Wednesday, August 5th. The corporate payments company reported $7.00 earnings per share for the quarter, beating the consensus estimate of $6.58 by $0.42. The company had revenue of $1.34 billion during the quarter, compared to the consensus estimate of $1.30 billion. Corpay had a return on equity of 42.18% and a net margin of 22.72%.Corpay's revenue was up 21.5% compared to the same quarter last year. During the same period in the previous year, the company posted $5.13 EPS. Corpay has set its Q3 2026 guidance at 7.050-7.250 EPS and its FY 2026 guidance at 27.150-27.550 EPS. As a group, sell-side analysts forecast that Corpay, Inc will post 25.49 earnings per share for the current year.

Insider Buying and Selling

In other Corpay news, insider Armando Lins Netto sold 70,476 shares of the stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $352.13, for a total transaction of $24,816,713.88. Following the sale, the insider directly owned 11,274 shares in the company, valued at $3,969,913.62. This represents a 86.21% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Steven T. Stull sold 1,000 shares of the stock in a transaction that occurred on Tuesday, June 2nd. The stock was sold at an average price of $360.78, for a total transaction of $360,780.00. Following the sale, the director owned 28,241 shares in the company, valued at approximately $10,188,787.98. This trade represents a 3.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 88,677 shares of company stock valued at $31,304,091 in the last 90 days. Company insiders own 5.19% of the company's stock.

About Corpay

Corpay is a global corporate payments company that provides businesses with a range of payment and expense management solutions. Its services are designed to help organizations manage payables, card programs, travel and fleet-related expenses, and cross-border transactions more efficiently.

The company serves customers across a variety of industries and geographies, offering software and payment tools that streamline accounts payable, vendor payments, and workforce payments. Corpay also provides specialized solutions for fleet management and international payments, helping businesses control costs and simplify financial operations.

Corpay operates as part of the broader financial technology and payment processing sector.

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