Penserra Capital Management LLC Buys 3,653 Shares of Corpay, Inc. $CPAY

Penserra Capital Management LLC increased its stake in shares of Corpay, Inc. (NYSE:CPAY) by 10.2% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 39,423 shares of the company’s stock after purchasing an additional 3,653 shares during the quarter. Penserra Capital Management LLC owned 0.06% of Corpay worth $11,355,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the stock. CVA Family Office LLC increased its position in Corpay by 56.7% during the second quarter. CVA Family Office LLC now owns 94 shares of the company’s stock valued at $31,000 after acquiring an additional 34 shares during the last quarter. Hazlett Burt & Watson Inc. bought a new position in Corpay during the 2nd quarter valued at about $33,000. Ameritas Advisory Services LLC purchased a new stake in Corpay in the 2nd quarter worth about $37,000. Root Financial Partners LLC purchased a new stake in Corpay in the 3rd quarter worth about $40,000. Finally, Mather Group LLC. bought a new stake in Corpay in the third quarter worth about $49,000. 98.84% of the stock is currently owned by institutional investors.

Key Corpay News

Here are the key news stories impacting Corpay this week:

• Positive Sentiment: Q4 results beat consensus — Corpay reported $6.04 EPS vs. ~ $5.93 est. and revenue of $1.25B (up 20.7% YoY), with healthy margins and ROE that demonstrate profitable growth. These results underpin the positive market reaction. MarketBeat Q4 Coverage
• Positive Sentiment: Raised FY2026 guidance — management set FY2026 EPS at $25.50–$26.50, above Street expectations (~$24.19), signaling stronger full‑year profitability that likely drove investor enthusiasm. Press Release / Guidance
• Positive Sentiment: Momentum in corporate payments and M&A is supporting growth — analyst/deep‑dive coverage highlights that acquisitions and expansion of corporate payments products are driving revenue acceleration and higher take rates. Yahoo Deep Dive
• Neutral Sentiment: Earnings call transcript available — management commentary provides detail on segment trends (resilient business spending) and execution priorities; useful for modeling but largely confirms published results. Earnings Call Transcript
• Neutral Sentiment: Coverage notes resilience in business spending — Reuters and other outlets highlight that corporate payments remained strong, supporting topline stability across macro environments. Reuters
• Positive Sentiment: Non‑core asset sale — Corpay agreed to sell PayByPhone to Lightyear Capital, a move that should simplify the portfolio and free cash for core business priorities or buybacks/deleveraging. BusinessWire: PayByPhone Sale
• Negative Sentiment: Q1 2026 guidance misses consensus — management guided Q1 EPS to $5.38–$5.52 versus a Street estimate around $5.82, a near‑term headwind that could cap upside until early‑year results prove out. Press Release / Guidance

Insiders Place Their Bets

In related news, Director Steven T. Stull bought 8,000 shares of the company’s stock in a transaction on Friday, December 12th. The shares were acquired at an average price of $314.98 per share, with a total value of $2,519,840.00. Following the transaction, the director owned 29,241 shares of the company’s stock, valued at $9,210,330.18. The trade was a 37.66% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. 5.04% of the stock is currently owned by corporate insiders.

Corpay Stock Performance

CPAY stock opened at $299.75 on Thursday. Corpay, Inc. has a 1-year low of $252.84 and a 1-year high of $400.81. The business has a 50-day moving average price of $311.87 and a 200 day moving average price of $304.45. The company has a market capitalization of $20.97 billion, a P/E ratio of 20.35, a PEG ratio of 0.89 and a beta of 0.82. The company has a debt-to-equity ratio of 1.41, a current ratio of 1.13 and a quick ratio of 1.13.

Corpay (NYSE:CPAY) last posted its quarterly earnings results on Wednesday, February 4th. The company reported $6.04 EPS 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 business had revenue of $1.25 billion during the quarter, compared to analyst estimates of $1.23 billion. During the same quarter in the previous year, the business posted $5.36 EPS. The company’s quarterly revenue was up 20.7% compared to the same quarter last year. Corpay has set its FY 2026 guidance at 25.500-26.500 EPS and its Q1 2026 guidance at 5.380-5.520 EPS. As a group, equities research analysts forecast that Corpay, Inc. will post 19.76 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of research firms have recently commented on CPAY. JPMorgan Chase & Co. cut their target price on Corpay from $400.00 to $350.00 and set an “overweight” rating on the stock in a research note on Thursday, November 6th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Corpay in a research report on Monday, December 29th. Cantor Fitzgerald upgraded Corpay to a “strong-buy” rating in a research report on Tuesday, January 27th. Oppenheimer cut their price target on shares of Corpay from $380.00 to $369.00 and set an “outperform” rating on the stock in a report on Monday, January 12th. Finally, Morgan Stanley assumed coverage on shares of Corpay in a report on Monday, January 26th. They set an “overweight” rating and a $379.00 price objective for the company. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $369.46.

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.