Corpay, Inc. $CPAY Stock Position Lowered by UBS Group AG

UBS Group AG lessened its position in Corpay, Inc. (NYSE:CPAY) by 14.5% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 248,946 shares of the company’s stock after selling 42,212 shares during the period. UBS Group AG’s holdings in Corpay were worth $74,915,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently modified their holdings of CPAY. M&T Bank Corp raised its position in shares of Corpay by 4,657.7% during the fourth quarter. M&T Bank Corp now owns 1,044,074 shares of the company’s stock worth $314,193,000 after purchasing an additional 1,022,129 shares during the period. Hawk Ridge Capital Management LP acquired a new stake in shares of Corpay during the third quarter worth $106,381,000. Wellington Management Group LLP raised its position in shares of Corpay by 54.9% during the third quarter. Wellington Management Group LLP now owns 631,496 shares of the company’s stock worth $181,909,000 after purchasing an additional 223,704 shares during the period. Squarepoint Ops LLC raised its position in shares of Corpay by 7,044.2% during the third quarter. Squarepoint Ops LLC now owns 135,454 shares of the company’s stock worth $39,019,000 after purchasing an additional 133,558 shares during the period. Finally, Orbis Allan Gray Ltd raised its position in shares of Corpay by 3.3% during the second quarter. Orbis Allan Gray Ltd now owns 3,855,589 shares of the company’s stock worth $1,279,362,000 after purchasing an additional 124,368 shares during the period. 98.84% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Corpay

In other news, CAO Alissa B. Vickery sold 1,701 shares of Corpay stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $358.65, for a total transaction of $610,063.65. Following the transaction, the chief accounting officer owned 2,180 shares in the company, valued at approximately $781,857. The trade was a 43.83% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Corporate insiders own 5.19% of the company’s stock.

Corpay Stock Performance

Shares of CPAY stock opened at $307.14 on Monday. Corpay, Inc. has a 1-year low of $252.84 and a 1-year high of $361.99. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 1.70. The company has a market capitalization of $20.90 billion, a price-to-earnings ratio of 20.42, a P/E/G ratio of 0.87 and a beta of 0.81. The stock’s fifty day simple moving average is $313.01 and its 200-day simple moving average is $307.59.

Corpay (NYSE:CPAY) last issued its quarterly earnings results on Wednesday, February 4th. The company reported $6.04 earnings per share for the quarter, beating analysts’ consensus estimates of $5.93 by $0.11. Corpay had a return on equity of 37.13% and a net margin of 23.62%.The business had revenue of $1.25 billion for the quarter, compared to the consensus estimate of $1.23 billion. During the same quarter in the previous year, the company posted $5.36 earnings per share. Corpay’s revenue for the quarter 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. On average, sell-side analysts predict that Corpay, Inc. will post 24.64 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on CPAY shares. Cantor Fitzgerald boosted their target price on Corpay from $385.00 to $415.00 and gave the stock an “overweight” rating in a research report on Monday, February 9th. Scotiabank raised Corpay to a “sector outperform” rating in a research report on Monday, January 26th. UBS Group boosted their target price on Corpay from $315.00 to $380.00 and gave the stock a “neutral” rating in a research report on Tuesday, February 10th. Royal Bank Of Canada boosted their target price on Corpay from $344.00 to $363.00 and gave the stock a “sector perform” rating in a research report on Thursday, February 5th. Finally, Raymond James Financial reaffirmed an “outperform” rating and set a $361.00 target price on shares of Corpay in a research report on Thursday, March 5th. Eleven equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $373.92.

Corpay Company Profile

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.