Oak Thistle LLC Takes $718,000 Position in Corpay, Inc. $CPAY

Oak Thistle LLC bought a new stake in shares of Corpay, Inc. (NYSE:CPAY) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 2,492 shares of the company’s stock, valued at approximately $718,000.

Other large investors have also recently made changes to their positions in the company. CVA Family Office LLC lifted its position in Corpay by 56.7% during the second quarter. CVA Family Office LLC now owns 94 shares of the company’s stock valued at $31,000 after purchasing an additional 34 shares during the period. Hazlett Burt & Watson Inc. purchased a new stake in Corpay during the 2nd quarter valued at $33,000. Ameritas Advisory Services LLC purchased a new stake in Corpay during the second quarter valued at approximately $37,000. CYBER HORNET ETFs LLC purchased a new stake in Corpay during the second quarter valued at approximately $63,000. Finally, MUFG Securities EMEA plc purchased a new position in shares of Corpay during the 2nd quarter worth $68,000. 98.84% of the stock is currently owned by institutional investors.

Corpay Stock Performance

NYSE CPAY opened at $309.74 on Friday. The firm has a market cap of $21.67 billion, a price-to-earnings ratio of 21.03, a price-to-earnings-growth ratio of 1.08 and a beta of 0.85. The company has a quick ratio of 1.13, a current ratio of 1.13 and a debt-to-equity ratio of 1.41. The business has a 50-day moving average price of $288.18 and a 200-day moving average price of $308.25. Corpay, Inc. has a twelve month low of $252.84 and a twelve month high of $400.81.

Corpay (NYSE:CPAY) last issued its earnings results on Wednesday, November 5th. The company reported $5.70 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.63 by $0.07. Corpay had a return on equity of 37.83% and a net margin of 24.37%.The company had revenue of $1.17 billion for the quarter, compared to the consensus estimate of $1.16 billion. During the same quarter last year, the company earned $5.00 EPS. The firm’s quarterly revenue was up 13.9% on a year-over-year basis. Corpay has set its Q4 2025 guidance at 4.600-4.800 EPS. As a group, equities research analysts predict that Corpay, Inc. will post 19.76 EPS for the current fiscal year.

Wall Street Analyst Weigh In

CPAY has been the subject of several analyst reports. Oppenheimer upgraded Corpay from a “market perform” rating to an “outperform” rating and set a $380.00 price objective for the company in a research note on Friday, December 5th. Jefferies Financial Group restated a “buy” rating on shares of Corpay in a research report on Monday, November 3rd. JPMorgan Chase & Co. decreased their price objective on Corpay from $400.00 to $350.00 and set an “overweight” rating on the stock in a research note on Thursday, November 6th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Corpay in a research note on Monday. Finally, Royal Bank Of Canada increased their target price on shares of Corpay from $336.00 to $344.00 and gave the stock a “sector perform” rating in a report on Thursday, November 6th. Nine research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, Corpay presently has an average rating of “Moderate Buy” and a consensus target price of $375.43.

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.