Corpay, Inc (NYSE:CPAY) Receives Consensus Rating of “Moderate Buy” from Brokerages

Corpay, Inc (NYSE:CPAY) has received a consensus recommendation of “Moderate Buy” from the fifteen brokerages that are presently covering the firm, Marketbeat Ratings reports. Three analysts have rated the stock with a hold recommendation and twelve have given a buy recommendation to the company. The average twelve-month target price among brokerages that have updated their coverage on the stock in the last year is $438.9286.

Several analysts recently weighed in on the stock. Cantor Fitzgerald boosted their price objective on shares of Corpay from $415.00 to $480.00 and gave the stock an “overweight” rating in a research note on Monday, August 10th. Loop Capital assumed coverage on Corpay in a research report on Monday, May 18th. They set a “buy” rating and a $406.00 target price for the company. Wall Street Zen upgraded Corpay from a “hold” rating to a “buy” rating in a research report on Sunday, September 6th. JPMorgan Chase & Co. upped their price target on Corpay from $400.00 to $470.00 and gave the company an “overweight” rating in a research report on Thursday, August 6th. Finally, Scotiabank initiated coverage on Corpay in a research report on Wednesday, September 2nd. They set an “outperform” rating and a $536.00 price objective for the company.

Corpay Stock Up 0.8%

NYSE:CPAY opened at $409.31 on Friday. The firm’s 50 day simple moving average is $390.81 and its 200 day simple moving average is $351.29. The company has a debt-to-equity ratio of 1.70, a current ratio of 0.97 and a quick ratio of 0.97. Corpay has a one year low of $252.84 and a one year high of $427.46. The company has a market cap of $26.88 billion, a PE ratio of 24.91, a P/E/G ratio of 1.12 and a beta of 0.87.

Corpay (NYSE:CPAY) last announced its quarterly earnings results on Wednesday, August 5th. The corporate payments company reported $7.00 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.58 by $0.42. The firm had revenue of $1.34 billion during the quarter, compared to analysts’ expectations of $1.30 billion. Corpay had a net margin of 22.72% and a return on equity of 42.18%. The company’s revenue was up 21.5% on a year-over-year basis. During the same period in the prior year, the company posted $5.13 EPS. Corpay has set its Q3 2026 guidance at 7.050-7.250 EPS and its FY 2026 guidance at 27.150-27.550 EPS. On average, research analysts anticipate that Corpay will post 25.75 earnings per share for the current year.

Insider Activity at Corpay

In other Corpay news, CEO Ronald Clarke sold 119,486 shares of the firm’s stock in a transaction that occurred on Tuesday, August 25th. The shares were sold at an average price of $412.40, for a total transaction of $49,276,026.40. Following the completion of the transaction, the chief executive officer owned 2,354,330 shares in the company, valued at approximately $970,925,692. This trade represents a 4.83% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Armando Netto sold 70,476 shares of the business’s stock in a transaction that occurred on Monday, June 15th. The stock was sold at an average price of $352.13, for a total transaction of $24,816,713.88. Following the completion of the transaction, the insider owned 11,274 shares in the company, valued at $3,969,913.62. This trade represents a 86.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 291,336 shares of company stock worth $116,212,228 over the last ninety days. Insiders own 5.19% of the company’s stock.

Institutional Investors Weigh In On Corpay

Large investors have recently modified their holdings of the company. MV Capital Management Inc. acquired a new position in Corpay in the fourth quarter valued at $25,000. Leonteq Securities AG bought a new stake in Corpay during the fourth quarter valued at $27,000. Axiom Investment Management LLC acquired a new stake in Corpay during the 1st quarter worth about $27,000. BOKF NA grew its holdings in Corpay by 4,700.0% during the 3rd quarter. BOKF NA now owns 96 shares of the corporate payments company’s stock worth $28,000 after acquiring an additional 94 shares during the period. Finally, DV Equities LLC bought a new position in shares of Corpay in the 4th quarter worth about $30,000. 98.84% of the stock is currently owned by institutional investors and hedge funds.

Corpay Company Profile

Corpay is a global corporate payments company that provides businesses with a range of payment and expense management solutions. Its services are designed to help organizations manage payables, card programs, travel and fleet-related expenses, and cross-border transactions more efficiently.

The company serves customers across a variety of industries and geographies, offering software and payment tools that streamline accounts payable, vendor payments, and workforce payments. Corpay also provides specialized solutions for fleet management and international payments, helping businesses control costs and simplify financial operations.

Corpay operates as part of the broader financial technology and payment processing sector.