Eurizon Capital SGR S.p.A. Acquires New Shares in Corpay, Inc. $CPAY

Eurizon Capital SGR S.p.A. acquired a new stake in shares of Corpay, Inc. (NYSE:CPAY) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 6,235 shares of the company’s stock, valued at approximately $1,878,000.

A number of other institutional investors have also recently bought and sold shares of CPAY. Triglav Investments D.O.O. bought a new position in Corpay during the fourth quarter valued at about $650,000. Rothschild Investment LLC raised its holdings in Corpay by 202.1% during the fourth quarter. Rothschild Investment LLC now owns 145 shares of the company’s stock valued at $44,000 after buying an additional 97 shares in the last quarter. SBI Okasan Asset Management Co.Ltd. bought a new position in Corpay during the fourth quarter valued at about $74,000. Northwestern Mutual Wealth Management Co. raised its holdings in Corpay by 7.0% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 945 shares of the company’s stock valued at $284,000 after buying an additional 62 shares in the last quarter. Finally, IFG Advisory LLC raised its holdings in Corpay by 4.6% during the fourth quarter. IFG Advisory LLC now owns 17,200 shares of the company’s stock valued at $5,176,000 after buying an additional 761 shares in the last quarter. Institutional investors and hedge funds own 98.84% of the company’s stock.

Insider Activity at Corpay

In other news, insider Armando Lins Netto sold 14,089 shares of Corpay stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $356.05, for a total value of $5,016,388.45. Following the transaction, the insider directly owned 18,528 shares in the company, valued at approximately $6,596,894.40. The trade was a 43.20% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders sold 17,201 shares of company stock valued at $6,126,597 in the last 90 days. Insiders own 5.19% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have weighed in on the company. UBS Group raised their target price on Corpay from $315.00 to $380.00 and gave the company a “neutral” rating in a report on Tuesday, February 10th. Robert W. Baird cut their target price on Corpay from $440.00 to $380.00 and set an “outperform” rating on the stock in a report on Tuesday, March 31st. JPMorgan Chase & Co. raised their target price on Corpay from $350.00 to $390.00 and gave the company an “overweight” rating in a report on Thursday, February 5th. Loop Capital assumed coverage on Corpay in a report on Monday, May 18th. They set a “buy” rating and a $406.00 target price on the stock. Finally, Raymond James Financial restated an “outperform” rating and set a $361.00 target price on shares of Corpay in a report on Thursday, March 5th. Twelve research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $377.92.

Corpay Trading Down 1.1%

Corpay stock opened at $359.99 on Wednesday. The company has a debt-to-equity ratio of 1.86, a quick ratio of 0.98 and a current ratio of 0.98. The business’s 50-day simple moving average is $319.90 and its 200-day simple moving average is $316.40. The firm has a market capitalization of $23.53 billion, a PE ratio of 21.54, a PEG ratio of 1.00 and a beta of 0.86. Corpay, Inc. has a 52 week low of $252.84 and a 52 week high of $367.43.

Corpay (NYSE:CPAY) last posted its quarterly earnings data on Thursday, May 7th. The company reported $5.80 EPS for the quarter, topping analysts’ consensus estimates of $5.50 by $0.30. The business had revenue of $1.26 billion for the quarter, compared to analyst estimates of $1.21 billion. Corpay had a return on equity of 38.68% and a net margin of 24.60%.The firm’s revenue for the quarter was up 25.4% on a year-over-year basis. During the same period in the previous year, the company posted $4.51 earnings per share. Corpay has set its FY 2026 guidance at 26.300-27.100 EPS and its Q2 2026 guidance at 6.450-6.650 EPS. Equities research analysts forecast that Corpay, Inc. will post 25.49 earnings per share for the current year.

Corpay 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.