Vista Investment Management Purchases New Position in Global Payments Inc. $GPN

Vista Investment Management acquired a new stake in Global Payments Inc. (NYSE:GPN) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 13,200 shares of the business services provider’s stock, valued at approximately $958,000.

Several other hedge funds also recently made changes to their positions in the company. Strive Financial Group LLC acquired a new stake in shares of Global Payments during the fourth quarter worth about $25,000. DV Equities LLC acquired a new stake in shares of Global Payments in the 4th quarter valued at about $26,000. Torren Management LLC acquired a new stake in shares of Global Payments in the 4th quarter valued at about $34,000. Western Wealth Management LLC acquired a new stake in shares of Global Payments in the 1st quarter valued at about $34,000. Finally, Johnson Financial Group Inc. purchased a new position in Global Payments during the 3rd quarter worth approximately $35,000. Hedge funds and other institutional investors own 89.76% of the company’s stock.

Global Payments Price Performance

Shares of GPN opened at $93.74 on Friday. Global Payments Inc. has a twelve month low of $61.16 and a twelve month high of $95.58. The stock’s 50 day moving average is $79.77 and its two-hundred day moving average is $73.86. The firm has a market capitalization of $24.81 billion, a PE ratio of -31.46, a P/E/G ratio of 0.54 and a beta of 0.74. The company has a current ratio of 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 0.90.

Global Payments (NYSE:GPN) last released its earnings results on Wednesday, August 5th. The business services provider reported $3.46 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.44 by $0.02. The company had revenue of $3.16 billion for the quarter, compared to analysts’ expectations of $3.16 billion. Global Payments had a positive return on equity of 13.80% and a negative net margin of 9.16%.The firm’s quarterly revenue was up 68.6% on a year-over-year basis. During the same quarter in the previous year, the firm posted $3.10 EPS. Global Payments has set its FY 2026 guidance at 13.600-13.800 EPS. Research analysts anticipate that Global Payments Inc. will post 13.66 earnings per share for the current year.

Global Payments Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, September 25th. Investors of record on Friday, September 11th will be issued a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend is Friday, September 11th. Global Payments’s dividend payout ratio is currently -33.56%.

More Global Payments News

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

• Positive Sentiment: Zacks Research raised its EPS forecasts for the first quarters of 2027 and 2028 to $3.43 and $4.02, respectively. These increases suggest some confidence in Global Payments’ earnings trajectory, while its FY2027 and FY2028 estimates still imply substantial year-over-year growth. Global Payments analyst estimate report
• Neutral Sentiment: Analyst sentiment remains divided. Zacks maintains a “Hold” rating, while a separate report highlights conflicting views among analysts regarding Global Payments and other industrial-goods companies. This lack of consensus may limit the stock’s upside despite its recent strength. Analysts Have Conflicting Sentiments on Global Payments
• Negative Sentiment: Zacks cut estimates across several periods, including Q3 and Q4 2026, FY2026, Q2 through Q4 2027, FY2027, Q2 2028 and FY2028. The firm reduced its FY2026 forecast to $13.63 from $13.85, FY2027 to $16.00 from $16.43, and FY2028 to $18.53 from $19.00. The revisions point to somewhat weaker expected earnings momentum and could pressure the valuation, particularly with the stock near its recent high. Zacks’ unchanged “Hold” rating reinforces the cautious outlook. Zacks Global Payments estimate revisions

Analysts Set New Price Targets

Several research analysts have commented on the company. BTIG Research reaffirmed a “neutral” rating on shares of Global Payments in a research report on Tuesday, June 9th. Barclays set a $89.00 price objective on Global Payments and gave the company an “equal weight” rating in a report on Thursday, August 6th. HC Wainwright began coverage on shares of Global Payments in a research report on Thursday, August 6th. They set a “buy” rating on the stock. BMO Capital Markets reaffirmed a “market perform” rating and issued a $83.00 target price on shares of Global Payments in a report on Thursday, August 6th. Finally, Robert W. Baird set a $120.00 price target on shares of Global Payments in a research report on Thursday, August 6th. Ten equities research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and three have issued a Sell rating to the company. According to MarketBeat.com, Global Payments currently has an average rating of “Hold” and an average target price of $90.92.

Global Payments Profile

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.