Robeco Institutional Asset Management B.V. Acquires 41,725 Shares of Corpay, Inc $CPAY

Robeco Institutional Asset Management B.V. raised its holdings in Corpay, Inc (NYSE:CPAY) by 5,288.3% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 42,514 shares of the corporate payments company’s stock after purchasing an additional 41,725 shares during the quarter. Robeco Institutional Asset Management B.V. owned 0.06% of Corpay worth $15,122,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Empowered Funds LLC lifted its position in Corpay by 141.3% in the first quarter. Empowered Funds LLC now owns 5,490 shares of the corporate payments company’s stock valued at $1,598,000 after buying an additional 3,215 shares during the last quarter. National Pension Service increased its position in shares of Corpay by 49.8% during the second quarter. National Pension Service now owns 8,711 shares of the corporate payments company’s stock valued at $2,903,000 after acquiring an additional 2,894 shares during the last quarter. Nykredit A S acquired a new stake in shares of Corpay during the second quarter valued at about $7,473,000. Moran Wealth Management LLC increased its position in shares of Corpay by 77.9% during the first quarter. Moran Wealth Management LLC now owns 37,869 shares of the corporate payments company’s stock valued at $11,020,000 after acquiring an additional 16,586 shares during the last quarter. Finally, Procyon Advisors LLC raised its stake in shares of Corpay by 78.0% in the 1st quarter. Procyon Advisors LLC now owns 6,357 shares of the corporate payments company’s stock valued at $1,850,000 after acquiring an additional 2,786 shares during the period. Hedge funds and other institutional investors own 98.84% of the company’s stock.

Corpay Trading Down 1.5%

Shares of CPAY stock opened at $408.95 on Friday. The company has a debt-to-equity ratio of 1.70, a quick ratio of 0.97 and a current ratio of 0.97. The stock has a market capitalization of $26.85 billion, a P/E ratio of 24.89, a price-to-earnings-growth ratio of 1.14 and a beta of 0.89. The company has a 50 day moving average price of $404.60 and a 200 day moving average price of $371.95. Corpay, Inc has a fifty-two week low of $252.84 and a fifty-two week high of $427.46.

Corpay (NYSE:CPAY) last announced its earnings results on Wednesday, August 5th. The corporate payments company reported $7.00 earnings per share for the quarter, topping the consensus estimate of $6.58 by $0.42. Corpay had a net margin of 22.72% and a return on equity of 42.18%. The firm had revenue of $1.34 billion for the quarter, compared to the consensus estimate of $1.30 billion. During the same period in the prior year, the firm earned $5.13 EPS. The firm’s revenue for the quarter was up 21.5% on a year-over-year basis. Corpay has set its Q3 2026 guidance at 7.050-7.250 EPS and its FY 2026 guidance at 27.150-27.550 EPS. Equities research analysts predict that Corpay, Inc will post 25.79 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on CPAY shares. Wall Street Zen lowered shares of Corpay from a “buy” rating to a “hold” rating in a report on Saturday. Wolfe Research raised their price target on Corpay from $475.00 to $530.00 and gave the stock an “outperform” rating in a research report on Tuesday, August 25th. Morgan Stanley set a $455.00 price objective on Corpay in a research note on Friday, August 7th. Royal Bank Of Canada boosted their price objective on Corpay from $423.00 to $438.00 and gave the company a “sector perform” rating in a report on Monday, August 31st. Finally, JPMorgan Chase & Co. increased their target price on Corpay from $400.00 to $470.00 and gave the stock an “overweight” rating in a research note on Thursday, August 6th. Twelve analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $438.93.

Insiders Place Their Bets

In other news, CEO Ronald Clarke sold 119,486 shares of the company’s stock in a transaction on Tuesday, August 25th. The stock was sold at an average price of $412.40, for a total transaction of $49,276,026.40. Following the sale, the chief executive officer owned 2,354,330 shares of the company’s stock, valued at approximately $970,925,692. This represents a 4.83% 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 Steven Stull sold 2,357 shares of the stock in a transaction on Thursday, August 20th. The shares were sold at an average price of $413.62, for a total value of $974,902.34. Following the completion of the sale, the director owned 21,241 shares in the company, valued at approximately $8,785,702.42. The trade was a 9.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 220,860 shares of company stock worth $91,395,514 in the last ninety days. Corporate insiders own 5.19% of the company’s stock.

Corpay Company Profile

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.