Corpay, Inc. (NYSE:CPAY) Receives Consensus Recommendation of “Moderate Buy” from Analysts

Shares of Corpay, Inc. (NYSE:CPAY) have been assigned an average rating of “Moderate Buy” from the fifteen ratings firms that are currently covering the stock, Marketbeat Ratings reports. Three analysts have rated the stock with a hold recommendation and twelve have issued a buy recommendation on the company. The average 1 year price target among brokerages that have issued ratings on the stock in the last year is $377.9231.

A number of equities research analysts have recently issued reports on CPAY shares. Royal Bank Of Canada upped their price objective on Corpay from $344.00 to $363.00 and gave the stock a “sector perform” rating in a research note on Thursday, February 5th. UBS Group upped their price objective on Corpay from $315.00 to $380.00 and gave the stock a “neutral” rating in a research note on Tuesday, February 10th. Cantor Fitzgerald upped their price objective on Corpay from $385.00 to $415.00 and gave the stock an “overweight” rating in a research note on Monday, February 9th. Morgan Stanley reiterated an “overweight” rating and set a $400.00 price objective on shares of Corpay in a research note on Sunday, May 10th. Finally, Wall Street Zen upgraded Corpay from a “hold” rating to a “buy” rating in a research note on Monday, March 23rd.

Institutional Investors Weigh In On Corpay

A number of institutional investors and hedge funds have recently made changes to their positions in CPAY. Northwestern Mutual Wealth Management Co. raised its stake in shares of Corpay by 168,603.9% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,489,655 shares of the company’s stock worth $448,282,000 after purchasing an additional 1,488,772 shares in the last quarter. M&T Bank Corp raised its stake in shares of Corpay by 4,657.7% during the 4th quarter. M&T Bank Corp now owns 1,044,074 shares of the company’s stock worth $314,193,000 after purchasing an additional 1,022,129 shares in the last quarter. Norges Bank bought a new stake in Corpay in the 4th quarter valued at $266,190,000. Orbis Allan Gray Ltd raised its stake in Corpay by 20.8% in the 4th quarter. Orbis Allan Gray Ltd now owns 4,987,968 shares of the company’s stock valued at $1,501,029,000 after acquiring an additional 859,854 shares during the period. Finally, Spruce House Investment Management LLC raised its stake in Corpay by 95.3% in the 4th quarter. Spruce House Investment Management LLC now owns 830,000 shares of the company’s stock valued at $249,772,000 after acquiring an additional 405,000 shares during the period. Institutional investors own 98.84% of the company’s stock.

Corpay Trading Up 0.1%

NYSE CPAY opened at $352.80 on Friday. The stock has a market capitalization of $23.06 billion, a price-to-earnings ratio of 21.11, a PEG ratio of 0.97 and a beta of 0.81. The stock’s 50 day moving average price is $316.75 and its two-hundred day moving average price is $315.31. The company has a debt-to-equity ratio of 1.86, a quick ratio of 0.98 and a current ratio of 0.98. Corpay has a 52 week low of $252.84 and a 52 week high of $361.99.

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

Corpay Company 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.