Key Points
- Director Steven Stull bought 8,000 Corpay shares at an average price of $314.98 on Dec. 12 for $2,519,840, increasing his direct stake to 29,241 shares (a 37.66% rise).
- Corpay recently beat quarterly expectations with EPS of $5.70 (vs. $5.63) and revenue of $1.17B (+13.9% YoY), reported a 37.8% ROE and 24.4% net margin, and set Q4 2025 EPS guidance of 4.600–4.800.
- The stock trades with a market cap of $21.58B and a P/E of 20.95, and Wall Street holds a consensus "Moderate Buy" rating with an average target price of $375.43.
Corpay, Inc. (NYSE:CPAY - Get Free Report) Director Steven Stull bought 8,000 shares of the company's stock in a transaction on Friday, December 12th. The shares were acquired at an average price of $314.98 per share, with a total value of $2,519,840.00. Following the transaction, the director directly owned 29,241 shares of the company's stock, valued at approximately $9,210,330.18. This trade represents a 37.66% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink.
Corpay Trading Up 2.6%
CPAY stock opened at $308.53 on Tuesday. The company has a market capitalization of $21.58 billion, a PE ratio of 20.95, a P/E/G ratio of 0.91 and a beta of 0.84. The firm's 50-day moving average is $293.15 and its 200 day moving average is $305.93. Corpay, Inc. has a 12 month low of $252.84 and a 12 month high of $400.81. The company has a debt-to-equity ratio of 1.41, a current ratio of 1.13 and a quick ratio of 1.13.
Corpay (NYSE:CPAY - Get Free Report) last released its quarterly earnings data on Wednesday, November 5th. The company reported $5.70 earnings per share for the quarter, beating the consensus estimate of $5.63 by $0.07. Corpay had a return on equity of 37.83% and a net margin of 24.37%.The firm had revenue of $1.17 billion during the quarter, compared to the consensus estimate of $1.16 billion. During the same period in the previous year, the company posted $5.00 earnings per share. The firm's quarterly revenue was up 13.9% on a year-over-year basis. Corpay has set its Q4 2025 guidance at 4.600-4.800 EPS. On average, research analysts anticipate that Corpay, Inc. will post 19.76 EPS for the current year.
Institutional Inflows and Outflows
A number of institutional investors and hedge funds have recently added to or reduced their stakes in CPAY. Atria Wealth Solutions Inc. lifted its stake in shares of Corpay by 4.7% in the 2nd quarter. Atria Wealth Solutions Inc. now owns 695 shares of the company's stock valued at $231,000 after purchasing an additional 31 shares during the period. CVA Family Office LLC increased its holdings in Corpay by 56.7% in the second quarter. CVA Family Office LLC now owns 94 shares of the company's stock valued at $31,000 after buying an additional 34 shares in the last quarter. Northwestern Mutual Wealth Management Co. raised its position in shares of Corpay by 4.4% in the third quarter. Northwestern Mutual Wealth Management Co. now owns 883 shares of the company's stock worth $254,000 after acquiring an additional 37 shares during the period. Thrivent Financial for Lutherans boosted its stake in shares of Corpay by 1.4% during the 2nd quarter. Thrivent Financial for Lutherans now owns 2,771 shares of the company's stock worth $919,000 after acquiring an additional 39 shares in the last quarter. Finally, Blue Trust Inc. grew its position in shares of Corpay by 19.4% during the 2nd quarter. Blue Trust Inc. now owns 246 shares of the company's stock valued at $82,000 after acquiring an additional 40 shares during the period. 98.84% of the stock is currently owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In
A number of analysts have recently weighed in on CPAY shares. Oppenheimer raised Corpay from a "market perform" rating to an "outperform" rating and set a $380.00 price objective for the company in a research report on Friday, December 5th. Williams Trading set a $300.00 price target on Corpay in a research note on Monday, November 3rd. Wall Street Zen downgraded Corpay from a "buy" rating to a "hold" rating in a report on Saturday, October 11th. UBS Group dropped their price target on Corpay from $340.00 to $315.00 and set a "neutral" rating on the stock in a research note on Thursday, November 6th. Finally, Keefe, Bruyette & Woods decreased their price objective on shares of Corpay from $445.00 to $400.00 and set an "outperform" rating for the company in a research report on Wednesday, October 1st. Nine investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company's stock. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average target price of $375.43.
Get Our Latest Report on Corpay
About Corpay
(
Get Free Report)
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.
Further Reading
This instant news alert was generated by narrative science technology and financial data from InsiderTrades.com in order to provide readers with the fastest and most accurate reporting. Please send any questions or comments about this story to [email protected].
