Global Payments (NYSE:GPN) Price Target Raised to $105.00

Global Payments (NYSE:GPN) had its price objective hoisted by Wells Fargo & Company from $103.00 to $105.00 in a research report released on Thursday morning,Benzinga reports. Wells Fargo & Company currently has an overweight rating on the business services provider’s stock.

Other equities research analysts have also issued research reports about the stock. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Global Payments in a research note on Thursday, January 22nd. Truist Financial set a $85.00 price objective on shares of Global Payments in a report on Tuesday, January 20th. Stephens cut their price objective on Global Payments from $95.00 to $90.00 and set an “equal weight” rating on the stock in a research report on Friday, January 16th. UBS Group reiterated a “neutral” rating and set a $87.00 target price (up previously from $80.00) on shares of Global Payments in a report on Thursday. Finally, Zacks Research upgraded Global Payments to a “hold” rating in a research note on Tuesday, November 18th. One investment analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, fifteen have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $91.14.

Global Payments Price Performance

GPN opened at $82.46 on Thursday. The company has a debt-to-equity ratio of 0.83, a quick ratio of 0.85 and a current ratio of 1.69. The stock has a market capitalization of $19.52 billion, a PE ratio of 14.24, a price-to-earnings-growth ratio of 0.52 and a beta of 0.76. The stock’s 50 day moving average price is $76.02 and its 200-day moving average price is $80.45. Global Payments has a 52-week low of $65.93 and a 52-week high of $106.26.

Global Payments (NYSE:GPN) last announced its quarterly earnings results on Wednesday, February 18th. The business services provider reported $3.18 EPS for the quarter, topping analysts’ consensus estimates of $3.16 by $0.02. The company had revenue of $2.32 billion during the quarter, compared to analyst estimates of $2.32 billion. Global Payments had a return on equity of 12.72% and a net margin of 16.92%.The firm’s revenue was up 1.4% on a year-over-year basis. During the same quarter last year, the firm posted $2.85 earnings per share. Global Payments has set its FY 2026 guidance at 13.800-14.000 EPS. On average, equities research analysts predict that Global Payments will post 11.89 EPS for the current year.

Global Payments Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 30th. Stockholders of record on Monday, March 9th will be issued a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a dividend yield of 1.2%. The ex-dividend date is Monday, March 9th. Global Payments’s dividend payout ratio (DPR) is presently 17.27%.

Insider Transactions at Global Payments

In related news, Director Robert H. B. Baldwin, Jr. purchased 10,392 shares of the company’s stock in a transaction dated Thursday, December 11th. The shares were purchased at an average cost of $81.42 per share, with a total value of $846,116.64. Following the transaction, the director directly owned 59,303 shares in the company, valued at $4,828,450.26. This trade represents a 21.25% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider David Lawrence Green sold 11,600 shares of the firm’s stock in a transaction that occurred on Wednesday, December 3rd. The shares were sold at an average price of $79.99, for a total value of $927,884.00. Following the transaction, the insider directly owned 68,096 shares of the company’s stock, valued at approximately $5,446,999.04. This trade represents a 14.56% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 1.01% of the company’s stock.

Hedge Funds Weigh In On Global Payments

Several large investors have recently modified their holdings of the stock. Strive Financial Group LLC purchased a new stake in Global Payments during the 4th quarter valued at about $25,000. North Star Investment Management Corp. raised its holdings in Global Payments by 242.2% in the third quarter. North Star Investment Management Corp. now owns 308 shares of the business services provider’s stock worth $26,000 after buying an additional 218 shares during the last quarter. DV Equities LLC bought a new position in shares of Global Payments in the fourth quarter worth approximately $26,000. Root Financial Partners LLC purchased a new stake in shares of Global Payments during the third quarter valued at approximately $27,000. Finally, SouthState Bank Corp bought a new stake in shares of Global Payments during the third quarter valued at approximately $28,000. Hedge funds and other institutional investors own 89.76% of the company’s stock.

Key Headlines Impacting Global Payments

Here are the key news stories impacting Global Payments this week:

• Positive Sentiment: Q4 earnings beat and robust 2026 guidance — GPN reported adjusted Q4 EPS above estimates and set FY‑2026 guidance of $13.80–$14.00, which topped the Street and implies double‑digit EPS growth; that beat/guide combo is the core catalyst for the rally. Read More.
• Positive Sentiment: $2.5B total buyback program, including $550M accelerated repurchase — management approved an expanded $2.5B repurchase framework and kicked off $550M of accelerated buys, which reduces share count and supports EPS. Read More. Read More.
• Positive Sentiment: New quarterly dividend announced — GPN declared a $0.25 quarterly dividend, signaling confidence in cash flow and adding modest income appeal to the stock. Read More.
• Positive Sentiment: Analyst upside and supportive notes — several firms raised price targets or reiterated constructive views (Wells Fargo raised its PT to $105; Keefe Bruyette & Woods raised to $90), lending validation to the company’s outlook. Read More.
• Neutral Sentiment: Technical momentum — GPN cleared its 20-, 50- and 200‑day moving averages, which attracts momentum/technical buyers but doesn’t change fundamentals. Read More.
• Negative Sentiment: Heightened bearish/options activity — recent unusual activity showed a sharp rise in put buying (about 7,593 puts, ~112% above average), which could signal some hedging or skepticism from options traders even as the stock rallies.
• Negative Sentiment: Mixed sell‑side stance — some firms remain cautious: BNP Paribas raised its price target but kept an Underperform rating, highlighting that not all analysts are convinced the upside is sustainable. Read More.

About Global Payments

Global Payments Inc (NYSE: GPN) is a worldwide provider of payment technology and software solutions that enables commerce for merchants, issuers and enterprises. The company develops and operates payment processing networks, point-of-sale systems and cloud-based software that facilitate electronic transactions across in-store, online and mobile channels. Its services span merchant acquiring, payment gateway services, omnichannel commerce platforms, and solutions for recurring and subscription billing.

Global Payments offers a range of products and services including integrated payment terminals and point-of-sale software, e-commerce and gateway technologies, fraud prevention and tokenization tools, and business analytics and reporting.