Pzena Investment Management LLC Sells 141,443 Shares of Global Payments Inc. $GPN

Pzena Investment Management LLC decreased its position in shares of Global Payments Inc. (NYSE:GPN) by 1.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 10,908,810 shares of the business services provider’s stock after selling 141,443 shares during the quarter. Global Payments comprises approximately 3.0% of Pzena Investment Management LLC’s investment portfolio, making the stock its 11th biggest holding. Pzena Investment Management LLC’s holdings in Global Payments were worth $906,304,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of GPN. North Star Investment Management Corp. boosted its position in shares of Global Payments by 242.2% during the third quarter. North Star Investment Management Corp. now owns 308 shares of the business services provider’s stock worth $26,000 after purchasing an additional 218 shares in the last quarter. Root Financial Partners LLC acquired a new stake in Global Payments during the 3rd quarter worth $27,000. SouthState Bank Corp bought a new position in Global Payments during the third quarter worth about $28,000. REAP Financial Group LLC acquired a new position in Global Payments in the third quarter valued at about $28,000. Finally, Mather Group LLC. acquired a new position in Global Payments in the third quarter valued at about $37,000. Institutional investors and hedge funds own 89.76% of the company’s stock.

Global Payments Trading Up 16.5%

NYSE:GPN opened at $81.27 on Thursday. The company has a market cap of $19.24 billion, a P/E ratio of 11.41, a price-to-earnings-growth ratio of 0.46 and a beta of 0.76. Global Payments Inc. has a twelve month low of $65.93 and a twelve month high of $107.27. The business has a 50 day moving average price of $76.05 and a two-hundred day moving average price of $80.41. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 0.57.

Global Payments (NYSE:GPN) last announced its quarterly earnings data on Wednesday, February 18th. The business services provider reported $3.18 EPS for the quarter, topping analysts’ consensus estimates of $3.16 by $0.02. Global Payments had a net margin of 19.68% and a return on equity of 12.66%. The business had revenue of $2.32 billion for the quarter, compared to analyst estimates of $2.32 billion. During the same quarter in the previous year, the firm posted $2.85 earnings per share. The firm’s revenue for the quarter was up 1.4% on a year-over-year basis. Global Payments has set its FY 2026 guidance at 13.800-14.000 EPS. As a group, analysts expect that Global Payments Inc. will post 11.89 EPS for the current fiscal year.

Global Payments Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 30th. Stockholders of record on Monday, March 9th will be issued a $0.25 dividend. The ex-dividend date is Monday, March 9th. This represents a $1.00 annualized dividend and a dividend yield of 1.2%. Global Payments’s dividend payout ratio (DPR) is presently 14.04%.

More Global Payments News

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

• Positive Sentiment: Q4 results beat on EPS and showed margin strength (Merchant Solutions); EPS was $3.18 vs. $3.16 consensus, supporting confidence in earnings power. Business Wire: Q4 and Full‑Year 2025 Results
• Positive Sentiment: Raised FY‑2026 guidance to $13.80–$14.00 EPS (above Street), which signals double‑digit profit growth and drove much of the rally. Fool: Why GPN Stock Jumped
• Positive Sentiment: Large shareholder return: company unveiled a multi‑billion dollar buyback (reported as ~$2.5B by coverage), signaling confidence and reducing float. Benzinga: $2.5B Buyback
• Positive Sentiment: Dividend declared ($0.25 per share, record March 9), adding steady shareholder yield and signaling cash‑flow confidence.
• Neutral Sentiment: Management framed a strategic pivot around the Worldpay platform and growth initiatives; tone was upbeat but execution risk remains as integration and growth plans proceed. TipRanks: Worldpay Growth Pivot
• Neutral Sentiment: Several bullish analyst/market commentaries label GPN as undervalued or offering multi‑bagger potential—useful for sentiment but dependent on sustained execution. Seeking Alpha: Undervalued Thesis
• Neutral Sentiment: Industry note: payments players face elevated tech and operating costs even as cross‑border and e‑commerce trends support long‑term growth. Zacks: Payments Industry Headwinds
• Negative Sentiment: Revenue growth was modest (≈1.4% YoY) and management flagged higher costs; investors should watch margin trends as technology and integration spending can pressure profitability. Zacks: Q4 — Costs Temper Results

Insider Activity

In related news, EVP David M. Sheffield sold 2,016 shares of Global Payments stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $81.41, for a total value of $164,122.56. Following the sale, the executive vice president owned 14,438 shares of the company’s stock, valued at approximately $1,175,397.58. The trade was a 12.25% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Robert H. B. Baldwin, Jr. purchased 10,392 shares of Global Payments stock in a transaction that occurred on Thursday, December 11th. The shares were bought at an average cost of $81.42 per share, with a total value of $846,116.64. Following the completion of the transaction, the director directly owned 59,303 shares of the company’s stock, valued at approximately $4,828,450.26. The trade was a 21.25% increase in their position. The SEC filing for this purchase provides additional information. 1.01% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of research firms have recently commented on GPN. Truist Financial set a $85.00 price target on Global Payments in a research report on Tuesday, January 20th. Royal Bank Of Canada raised their target price on shares of Global Payments from $93.00 to $95.00 and gave the stock a “sector perform” rating in a report on Wednesday, November 5th. Wells Fargo & Company raised shares of Global Payments to a “strong-buy” rating in a research note on Wednesday, October 22nd. Cantor Fitzgerald raised shares of Global Payments to a “hold” rating in a research report on Tuesday, January 27th. Finally, KeyCorp lowered shares of Global Payments from an “overweight” rating to a “sector weight” rating in a report on Wednesday, October 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, five have assigned a Buy rating, fifteen have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Global Payments presently has an average rating of “Hold” and a consensus price target of $91.75.

Global Payments Profile

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.