Corpay (NYSE:CPAY) Price Target Raised to $390.00 at JPMorgan Chase & Co.

Corpay (NYSE:CPAY) had its price target hoisted by JPMorgan Chase & Co. from $350.00 to $390.00 in a report published on Thursday,Benzinga reports. They currently have an overweight rating on the stock.

A number of other equities analysts also recently issued reports on the company. Morgan Stanley upped their price target on Corpay from $379.00 to $390.00 and gave the company an “overweight” rating in a report on Thursday. UBS Group dropped their target price on shares of Corpay from $340.00 to $315.00 and set a “neutral” rating on the stock in a research report on Thursday, November 6th. Wall Street Zen cut shares of Corpay from a “buy” rating to a “hold” rating in a research report on Saturday, October 11th. Weiss Ratings restated a “hold (c+)” rating on shares of Corpay in a research note on Monday, December 29th. Finally, Oppenheimer reiterated an “outperform” rating and set a $378.00 target price on shares of Corpay in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $375.54.

Corpay Price Performance

Corpay stock opened at $335.39 on Thursday. The company has a current ratio of 1.13, a quick ratio of 1.13 and a debt-to-equity ratio of 1.41. The company has a fifty day simple moving average of $312.71 and a 200-day simple moving average of $304.67. The stock has a market cap of $23.46 billion, a P/E ratio of 22.30, a price-to-earnings-growth ratio of 0.92 and a beta of 0.82. Corpay has a 12-month low of $252.84 and a 12-month high of $400.81.

Corpay (NYSE:CPAY) last posted its earnings results on Wednesday, February 4th. The company reported $6.04 EPS for the quarter, beating the consensus estimate of $5.93 by $0.11. The firm had revenue of $1.25 billion for the quarter, compared to analyst estimates of $1.23 billion. Corpay had a return on equity of 37.29% and a net margin of 23.62%.Corpay’s revenue for the quarter was up 20.7% compared to the same quarter last year. During the same quarter in the prior year, the company posted $5.36 earnings per share. Corpay has set its FY 2026 guidance at 25.500-26.500 EPS and its Q1 2026 guidance at 5.380-5.520 EPS. Equities analysts expect that Corpay will post 19.76 EPS for the current fiscal year.

Insider Activity

In related news, Director Steven T. Stull purchased 8,000 shares of the stock in a transaction that occurred on Friday, December 12th. The shares were purchased at an average price of $314.98 per share, with a total value of $2,519,840.00. Following the completion of the acquisition, the director directly owned 29,241 shares in the company, valued at $9,210,330.18. This represents a 37.66% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. 5.04% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the stock. Nordea Investment Management AB grew its position in Corpay by 50.1% in the 2nd quarter. Nordea Investment Management AB now owns 20,297 shares of the company’s stock valued at $6,670,000 after buying an additional 6,775 shares during the last quarter. Hussman Strategic Advisors Inc. lifted its stake in shares of Corpay by 100.0% in the 3rd quarter. Hussman Strategic Advisors Inc. now owns 8,400 shares of the company’s stock worth $2,420,000 after acquiring an additional 4,200 shares during the period. Y Intercept Hong Kong Ltd lifted its stake in shares of Corpay by 1,513.1% in the 3rd quarter. Y Intercept Hong Kong Ltd now owns 25,891 shares of the company’s stock worth $7,458,000 after acquiring an additional 24,286 shares during the period. Hendershot Investments Inc. boosted its holdings in shares of Corpay by 11.8% in the second quarter. Hendershot Investments Inc. now owns 37,651 shares of the company’s stock valued at $12,493,000 after acquiring an additional 3,970 shares in the last quarter. Finally, Kestra Investment Management LLC increased its stake in shares of Corpay by 55,800.0% during the second quarter. Kestra Investment Management LLC now owns 3,354 shares of the company’s stock worth $1,113,000 after acquiring an additional 3,348 shares during the period. 98.84% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Corpay

Here are the key news stories impacting Corpay this week:

• Positive Sentiment: Q4 results beat expectations: GAAP EPS of $6.04 and revenue of $1.25B topped consensus, with revenue up ~20.7% year-over-year — driven by strength in vehicle and corporate payments. Corpay’s Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: FY‑2026 guidance was raised: management set FY EPS at $25.50–$26.50, above Street expectations, signaling stronger full‑year outlook and supporting valuation re‑rating. Corpay Q4 earnings & guidance (press release/transcript)
• Positive Sentiment: Analyst support increased: multiple firms (Morgan Stanley, JPMorgan, RBC) raised price targets and kept favorable ratings, adding buy‑side momentum and validation for the beat/guidance. Analyst price-target coverage
• Positive Sentiment: Portfolio refinement: Corpay agreed to sell PayByPhone (non‑core mobile parking unit) to Lightyear Capital, underscoring focus on higher‑growth corporate payments and improving capital allocation. Lightyear Capital Signs Agreement to Acquire PayByPhone
• Neutral Sentiment: Investor research / bull thesis circulating: a published bullish write‑up argues Corpay is misclassified as a commodity payments firm and is actually a sticky financial infrastructure business — supportive for longer‑term thesis but not an immediate catalyst. Corpay, Inc. (CPAY): A Bull Case Theory
• Neutral Sentiment: Further readouts and transcripts available: deep‑dive coverage and the earnings call transcript highlight acquisition activity and the contribution of corporate payments to growth — useful for modeling but informational. CPAY Q4 Deep Dive
• Negative Sentiment: Near‑term caution: Q1 FY‑2026 EPS guidance of $5.38–$5.52 came in below consensus (~$5.82), which introduces some short‑term earnings risk despite the strong full‑year outlook. Corpay quarterly profit rises

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.