Corpay, Inc (NYSE:CPAY) Receives $438.93 Consensus PT from Analysts

Corpay, Inc (NYSE:CPAY) has received a consensus recommendation of “Moderate Buy” from the fifteen research firms that are presently covering the firm, Marketbeat reports. Three research analysts have rated the stock with a hold recommendation and twelve have given a buy recommendation to the company. The average 12-month price objective among brokers that have issued a report on the stock in the last year is $438.9286.

CPAY has been the subject of a number of analyst reports. Scotiabank assumed coverage on shares of Corpay in a report on Wednesday, September 2nd. They set an “outperform” rating and a $536.00 target price for the company. Morgan Stanley set a $455.00 price target on Corpay in a research report on Friday, August 7th. Royal Bank Of Canada lifted their price objective on Corpay from $423.00 to $438.00 and gave the stock a “sector perform” rating in a research note on Monday, August 31st. Loop Capital started coverage on Corpay in a report on Monday, May 18th. They issued a “buy” rating and a $406.00 price objective for the company. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of Corpay in a research note on Friday, July 24th.

Corpay Stock Down 2.3%

NYSE:CPAY opened at $406.94 on Friday. The company has a market cap of $26.72 billion, a price-to-earnings ratio of 24.77, a P/E/G ratio of 1.14 and a beta of 0.87. 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’s fifty day moving average price is $388.31 and its two-hundred day moving average price is $350.49. Corpay has a 52-week low of $252.84 and a 52-week high of $427.46.

Corpay (NYSE:CPAY) last released its earnings results on Wednesday, August 5th. The corporate payments company reported $7.00 EPS for the quarter, beating the consensus estimate of $6.58 by $0.42. Corpay had a return on equity of 42.18% and a net margin of 22.72%.The company had revenue of $1.34 billion during the quarter, compared to analysts’ expectations of $1.30 billion. During the same period last year, the firm earned $5.13 EPS. The business’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. On average, analysts anticipate that Corpay will post 25.75 EPS for the current year.

Insider Activity

In related news, insider Armando Netto sold 70,476 shares of Corpay stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $352.13, for a total transaction of $24,816,713.88. Following the transaction, the insider owned 11,274 shares of the company’s stock, valued at $3,969,913.62. This trade represents a 86.21% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Steven T. Stull sold 2,357 shares of the business’s stock in a transaction that occurred on Thursday, August 20th. The shares were sold at an average price of $413.62, for a total transaction of $974,902.34. Following the transaction, the director owned 21,241 shares of the company’s stock, valued at approximately $8,785,702.42. This represents a 9.99% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 291,336 shares of company stock valued at $116,212,228 in the last ninety days. 5.19% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in CPAY. VELA Investment Management LLC raised its holdings in shares of Corpay by 0.4% during the second quarter. VELA Investment Management LLC now owns 5,782 shares of the corporate payments company’s stock worth $1,927,000 after acquiring an additional 25 shares during the period. Northwestern Mutual Wealth Management Co. boosted its position in shares of Corpay by 4.4% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 883 shares of the corporate payments company’s stock worth $254,000 after buying an additional 37 shares during the period. Harbour Investments Inc. grew its holdings in shares of Corpay by 35.5% during the fourth quarter. Harbour Investments Inc. now owns 149 shares of the corporate payments company’s stock worth $45,000 after buying an additional 39 shares in the last quarter. Thrivent Financial for Lutherans grew its holdings in shares of Corpay by 1.4% during the second quarter. Thrivent Financial for Lutherans now owns 2,771 shares of the corporate payments company’s stock worth $919,000 after buying an additional 39 shares in the last quarter. Finally, Sequoia Financial Advisors LLC raised its position in Corpay by 1.0% in the 1st quarter. Sequoia Financial Advisors LLC now owns 4,043 shares of the corporate payments company’s stock valued at $1,176,000 after buying an additional 41 shares during the last quarter. 98.84% of the stock is owned by institutional investors and hedge funds.

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.