Corpay, Inc. $CPAY is Vantage Investment Partners LLC’s 10th Largest Position

Vantage Investment Partners LLC grew its stake in shares of Corpay, Inc. (NYSE:CPAY) by 27.7% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 166,994 shares of the company’s stock after buying an additional 36,225 shares during the period. Corpay accounts for approximately 3.4% of Vantage Investment Partners LLC’s holdings, making the stock its 10th biggest holding. Vantage Investment Partners LLC owned approximately 0.24% of Corpay worth $50,254,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Vanguard Group Inc. lifted its holdings in shares of Corpay by 0.7% during the 3rd quarter. Vanguard Group Inc. now owns 8,182,672 shares of the company’s stock valued at $2,357,100,000 after acquiring an additional 58,235 shares in the last quarter. Orbis Allan Gray Ltd lifted its holdings in shares of Corpay by 3.3% during the 2nd quarter. Orbis Allan Gray Ltd now owns 3,855,589 shares of the company’s stock valued at $1,279,362,000 after acquiring an additional 124,368 shares in the last quarter. State Street Corp lifted its holdings in shares of Corpay by 0.8% during the 3rd quarter. State Street Corp now owns 2,956,744 shares of the company’s stock valued at $851,720,000 after acquiring an additional 23,470 shares in the last quarter. Northwestern Mutual Wealth Management Co. lifted its holdings in shares of Corpay by 168,603.9% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,489,655 shares of the company’s stock valued at $448,282,000 after acquiring an additional 1,488,772 shares in the last quarter. Finally, M&T Bank Corp lifted its holdings in shares of Corpay by 4,657.7% during the 4th quarter. M&T Bank Corp now owns 1,044,074 shares of the company’s stock valued at $314,193,000 after acquiring an additional 1,022,129 shares in the last quarter. Institutional investors and hedge funds own 98.84% of the company’s stock.

Corpay Stock Performance

Shares of CPAY stock opened at $347.58 on Friday. Corpay, Inc. has a 12 month low of $252.84 and a 12 month high of $361.99. The company has a debt-to-equity ratio of 1.86, a current ratio of 0.98 and a quick ratio of 0.98. The firm has a market capitalization of $22.72 billion, a P/E ratio of 20.80, a P/E/G ratio of 0.95 and a beta of 0.81. The company’s fifty day moving average price is $313.66 and its two-hundred day moving average price is $312.68.

Corpay (NYSE:CPAY) last issued its quarterly earnings data on Thursday, May 7th. The company reported $5.80 EPS for the quarter, topping analysts’ consensus estimates of $5.50 by $0.30. Corpay had a net margin of 24.60% and a return on equity of 38.68%. The firm had revenue of $1.26 billion for the quarter, compared to analyst estimates of $1.21 billion. During the same quarter in the previous year, the business posted $4.51 EPS. The firm’s revenue was up 25.4% compared to the same quarter last year. Corpay has set its FY 2026 guidance at 26.300-27.100 EPS and its Q2 2026 guidance at 6.450-6.650 EPS. On average, research analysts anticipate that Corpay, Inc. will post 25.49 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several equities analysts recently weighed in on CPAY shares. Oppenheimer restated an “outperform” rating and set a $388.00 target price on shares of Corpay in a report on Friday, May 8th. Robert W. Baird reduced their target price on shares of Corpay from $440.00 to $380.00 and set an “outperform” rating on the stock in a report on Tuesday, March 31st. Mizuho lifted their target price on shares of Corpay from $320.00 to $340.00 and gave the company a “neutral” rating in a report on Friday, February 6th. UBS Group lifted their target price on shares of Corpay from $315.00 to $380.00 and gave the company a “neutral” rating in a report on Tuesday, February 10th. Finally, Raymond James Financial restated an “outperform” rating and set a $361.00 target price on shares of Corpay in a report on Thursday, March 5th. Twelve analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, Corpay has an average rating of “Moderate Buy” and an average target price of $377.92.

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.