JPMorgan Chase & Co. Raises Corpay (NYSE:CPAY) Price Target to $390.00

Corpay (NYSE:CPAY) had its price objective upped by investment analysts at JPMorgan Chase & Co. from $350.00 to $390.00 in a note issued to investors on Thursday,Benzinga reports. The brokerage presently has an “overweight” rating on the stock. JPMorgan Chase & Co.‘s target price would suggest a potential upside of 16.28% from the stock’s current price.

A number of other research firms have also recently weighed in on CPAY. Weiss Ratings restated a “hold (c+)” rating on shares of Corpay in a research note on Monday, December 29th. Scotiabank upgraded Corpay to a “sector outperform” rating in a research report on Monday, January 26th. Oppenheimer reiterated an “outperform” rating and set a $378.00 target price on shares of Corpay in a research report on Thursday. Wall Street Zen cut Corpay from a “buy” rating to a “hold” rating in a report on Saturday, October 11th. Finally, Jefferies Financial Group reiterated a “buy” rating on shares of Corpay in a research report on Monday, November 3rd. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, Corpay currently has a consensus rating of “Moderate Buy” and a consensus target price of $375.54.

Corpay Stock Up 11.7%

Shares of Corpay stock traded up $35.11 on Thursday, reaching $335.39. The company’s stock had a trading volume of 1,334,488 shares, compared to its average volume of 634,940. Corpay has a 52 week low of $252.84 and a 52 week high of $400.81. The firm’s fifty day simple moving average is $311.87 and its two-hundred day simple moving average is $304.45. The company has a quick ratio of 1.13, a current ratio of 1.13 and a debt-to-equity ratio of 1.41. The company has a market capitalization of $23.46 billion, a price-to-earnings ratio of 22.77, a P/E/G ratio of 0.89 and a beta of 0.82.

Corpay (NYSE:CPAY) last released its quarterly earnings data on Wednesday, February 4th. The company reported $6.04 earnings per share for the quarter, beating the consensus estimate of $5.93 by $0.11. Corpay had a net margin of 24.37% and a return on equity of 37.83%. The firm had revenue of $1.25 billion during the quarter, compared to analysts’ expectations of $1.23 billion. During the same period in the previous year, the company earned $5.36 earnings per share. The firm’s quarterly revenue was up 20.7% on a year-over-year basis. 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 analysts anticipate that Corpay will post 19.76 earnings per share for the current year.

Insider Activity at Corpay

In related news, Director Steven T. Stull purchased 8,000 shares of the company’s stock in a transaction that occurred on Friday, December 12th. The stock was bought at an average price of $314.98 per share, for a total transaction of $2,519,840.00. Following the completion of the transaction, the director owned 29,241 shares in the company, valued at approximately $9,210,330.18. The trade was a 37.66% increase in their position. The purchase was disclosed in a filing with the SEC, which is available at the SEC website. Insiders own 5.04% of the company’s stock.

Hedge Funds Weigh In On Corpay

Large investors have recently bought and sold shares of the business. Nordea Investment Management AB lifted its position in shares of Corpay by 50.1% during the 2nd quarter. Nordea Investment Management AB now owns 20,297 shares of the company’s stock valued at $6,670,000 after buying an additional 6,775 shares in the last quarter. Hussman Strategic Advisors Inc. boosted its holdings in shares of Corpay by 100.0% during the 3rd quarter. Hussman Strategic Advisors Inc. now owns 8,400 shares of the company’s stock worth $2,420,000 after purchasing an additional 4,200 shares during the last quarter. Y Intercept Hong Kong Ltd increased its holdings in shares of Corpay by 1,513.1% in the third quarter. Y Intercept Hong Kong Ltd now owns 25,891 shares of the company’s stock valued at $7,458,000 after purchasing an additional 24,286 shares during the last quarter. Hendershot Investments Inc. boosted its stake in Corpay by 11.8% during the second quarter. Hendershot Investments Inc. now owns 37,651 shares of the company’s stock worth $12,493,000 after buying an additional 3,970 shares during the last quarter. Finally, Kestra Investment Management LLC increased its stake in shares of Corpay by 55,800.0% in the 2nd quarter. Kestra Investment Management LLC now owns 3,354 shares of the company’s stock worth $1,113,000 after acquiring an additional 3,348 shares during the last quarter. Institutional investors own 98.84% of the company’s stock.

Key Headlines Impacting Corpay

Here are the key news stories impacting Corpay this week:

• Positive Sentiment: Q4 beat: Corpay reported $6.04 EPS and $1.25B revenue (both above consensus), with revenue up ~20.7% y/y driven by vehicle and corporate payments growth — a clear near‑term earnings tailwind. Corpay’s Q4 Earnings and Revenues Surpass Estimates, Increase Y/Y
• Positive Sentiment: Stronger FY‑2026 outlook: Corpay raised FY 2026 EPS guidance to $25.50–$26.50 (above consensus of ~24.19) and reiterated ~ $5.2–$5.3B revenue — supports higher longer‑term earnings expectations. Press Release
• Positive Sentiment: Analyst upgrades: Morgan Stanley raised its PT to $390 and kept an overweight rating (largest upside among recent raises), while RBC lifted its PT to $363 — analyst momentum reinforces bullish sentiment. Morgan Stanley price target raise RBC price target raise
• Neutral Sentiment: Non‑core asset sale: Corpay agreed to divest PayByPhone to Lightyear Capital — simplifies the portfolio and should free proceeds, but impact depends on deal terms and use of proceeds. Lightyear Capital Signs Agreement to Acquire PayByPhone
• Neutral Sentiment: More detail available: transcripts and deep‑dive coverage (earnings call slides and analyst pieces) provide color on acquisition contribution and segment performance for investors doing due diligence. CPAY Q4 Deep Dive: Acquisitions and Corporate Payments Drive Positive Momentum
• Negative Sentiment: Near‑term caution: Q1 2026 EPS guidance (5.38–5.52) came in below consensus (~5.82), which could pressure short‑term sentiment despite the stronger full‑year outlook. Press Release

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.