Global Payments Inc. $GPN Shares Sold by Bryn Mawr Trust Advisors LLC

Bryn Mawr Trust Advisors LLC cut its stake in shares of Global Payments Inc. (NYSE:GPN) by 36.7% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 29,741 shares of the business services provider’s stock after selling 17,243 shares during the quarter. Bryn Mawr Trust Advisors LLC’s holdings in Global Payments were worth $2,302,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in GPN. Brighton Jones LLC acquired a new position in shares of Global Payments during the 4th quarter worth $725,000. Caxton Associates LLP acquired a new position in shares of Global Payments during the 1st quarter worth $243,000. Intech Investment Management LLC grew its stake in shares of Global Payments by 43.5% during the 1st quarter. Intech Investment Management LLC now owns 14,462 shares of the business services provider’s stock worth $1,416,000 after purchasing an additional 4,386 shares during the period. Daiwa Securities Group Inc. grew its stake in shares of Global Payments by 7.3% during the 2nd quarter. Daiwa Securities Group Inc. now owns 41,577 shares of the business services provider’s stock worth $3,327,000 after purchasing an additional 2,840 shares during the period. Finally, AXA S.A. grew its stake in shares of Global Payments by 236.6% during the 2nd quarter. AXA S.A. now owns 28,622 shares of the business services provider’s stock worth $2,291,000 after purchasing an additional 20,119 shares during the period. 89.76% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on GPN. BNP Paribas Exane lowered their price target on shares of Global Payments from $64.00 to $60.00 and set an “underperform” rating on the stock in a research note on Friday, April 10th. Stephens set a $80.00 price objective on shares of Global Payments and gave the company an “equal weight” rating in a research note on Thursday. Royal Bank Of Canada lowered their price objective on shares of Global Payments from $97.00 to $82.00 and set a “sector perform” rating on the stock in a research note on Wednesday, April 8th. JPMorgan Chase & Co. lowered their price objective on shares of Global Payments from $95.00 to $90.00 and set a “neutral” rating on the stock in a research note on Thursday, February 12th. Finally, Zacks Research cut shares of Global Payments from a “strong-buy” rating to a “hold” rating in a research note on Friday, May 1st. Four analysts have rated the stock with a Buy rating, seventeen have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $85.81.

Global Payments Price Performance

Shares of NYSE GPN opened at $69.11 on Monday. The stock has a market cap of $19.02 billion, a price-to-earnings ratio of -33.88, a PEG ratio of 0.39 and a beta of 0.75. Global Payments Inc. has a 52 week low of $62.45 and a 52 week high of $90.64. The company’s 50-day moving average price is $70.35 and its 200 day moving average price is $74.76. The company has a current ratio of 0.79, a quick ratio of 1.69 and a debt-to-equity ratio of 0.86.

Global Payments (NYSE:GPN) last issued its quarterly earnings data on Wednesday, May 6th. The business services provider reported $2.96 EPS for the quarter, beating analysts’ consensus estimates of $2.82 by $0.14. The firm had revenue of $2.86 billion for the quarter, compared to analysts’ expectations of $2.81 billion. Global Payments had a negative net margin of 7.99% and a positive return on equity of 13.11%. The firm’s revenue was up 63.1% on a year-over-year basis. During the same period in the prior year, the company earned $2.82 EPS. Global Payments has set its FY 2026 guidance at 13.800-14.000 EPS. As a group, research analysts forecast that Global Payments Inc. will post 13.85 earnings per share for the current fiscal year.

Global Payments Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, June 26th. Shareholders of record on Friday, June 12th will be issued a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Friday, June 12th. Global Payments’s dividend payout ratio is -49.02%.

More Global Payments News

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

• Positive Sentiment: Global Payments reported a Q1 earnings beat and lifted its outlook, with management guiding FY2026 EPS to $13.80-$14.00 and highlighting resilient consumer spending. Global Payments shares edge up after Q1 profit beat and outlook raise
• Positive Sentiment: The company launched a $500 million accelerated share repurchase program and said it expects $7.5 billion in capital returns through 2027, reinforcing a shareholder-friendly capital allocation story. Global Payments Launches $500 Million Accelerated Share Buyback
• Positive Sentiment: Global Payments expanded and renewed its partnership with Lightspeed DMS to power embedded payments for dealerships, which supports ongoing growth in its integrated and platforms business. Global Payments Expands Partnership with Lightspeed DMS to Power Embedded Payments for Dealerships
• Neutral Sentiment: Evercore ISI reaffirmed its Hold rating, suggesting analysts remain cautious despite the improved operating outlook. Evercore ISI Reaffirms Their Hold Rating on Global Payments (GPN)
• Neutral Sentiment: Argus lowered its price target on Global Payments to $95 from $100, but the new target still implies meaningful upside from current levels. Argus adjusts price target on Global Payments to 95 from 100
• Negative Sentiment: The company also announced a quarterly dividend, but the payout is relatively small and is unlikely to be a major near-term stock driver. Global Payments dividend announcement

About Global Payments

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.