Rep. April McClain Delaney Sells Shares of Corpay, Inc (NYSE:CPAY)

Representative April McClain Delaney (Democratic-Maryland) recently sold shares of Corpay, Inc (NYSE:CPAY). In a filing disclosed on August 03rd, the Representative disclosed that they had sold between $1,001 and $15,000 in Corpay stock on July 15th.

Representative April McClain Delaney also recently made the following trade(s):

• Purchased $15,001 – $50,000 in shares of Life Time Group (NYSE:LTH) on 7/31/2026.
• Purchased $15,001 – $50,000 in shares of Liberty Media Corporation – Liberty Formula One Series C (NASDAQ:FWONK) on 7/31/2026.
• Sold $1,001 – $15,000 in shares of Corpay (NYSE:CPAY) on 7/31/2026.
• Purchased $15,001 – $50,000 in shares of C.H. Robinson Worldwide (NASDAQ:CHRW) on 7/31/2026.
• Sold $1,001 – $15,000 in shares of STERIS (NYSE:STE) on 7/31/2026.
• Purchased $15,001 – $50,000 in shares of Somnigroup International (NYSE:SGI) on 7/30/2026.
• Purchased $1,001 – $15,000 in shares of Entegris (NASDAQ:ENTG) on 7/30/2026.
• Sold $1,001 – $15,000 in shares of Corpay (NYSE:CPAY) on 7/30/2026.
• Purchased $1,001 – $15,000 in shares of Life Time Group (NYSE:LTH) on 7/30/2026.
• Sold $1,001 – $15,000 in shares of Service Corporation International (NYSE:SCI) on 7/30/2026.

Corpay Stock Down 0.8%

Corpay stock opened at $393.28 on Thursday. The company’s 50 day simple moving average is $356.34 and its 200 day simple moving average is $337.74. The firm has a market capitalization of $25.70 billion, a price-to-earnings ratio of 23.54, a PEG ratio of 1.08 and a beta of 0.87. Corpay, Inc has a fifty-two week low of $252.84 and a fifty-two week high of $405.95. The company has a debt-to-equity ratio of 1.86, a current ratio of 0.98 and a quick ratio of 0.98.

Corpay (NYSE:CPAY) last released its quarterly earnings data on Wednesday, August 5th. The corporate payments company reported $7.00 EPS for the quarter, beating analysts’ consensus estimates of $6.58 by $0.42. The business had revenue of $1.34 billion during the quarter, compared to analysts’ expectations of $1.30 billion. Corpay had a net margin of 24.60% and a return on equity of 38.68%. The firm’s quarterly revenue was up 21.5% on a year-over-year basis. During the same quarter in the prior year, the company earned $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. As a group, sell-side analysts anticipate that Corpay, Inc will post 25.48 EPS for the current year.

Wall Street Analysts Forecast Growth

CPAY has been the subject of a number of research analyst reports. Loop Capital initiated coverage on Corpay in a research note on Monday, May 18th. They issued a “buy” rating and a $406.00 target price for the company. Morgan Stanley lifted their price objective on Corpay from $400.00 to $415.00 and gave the company an “overweight” rating in a report on Tuesday, July 28th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Corpay in a research report on Friday, July 24th. Wolfe Research reissued an “outperform” rating and set a $450.00 target price on shares of Corpay in a research note on Wednesday, June 3rd. Finally, Oppenheimer restated an “outperform” rating and set a $388.00 target price on shares of Corpay in a report on Friday, May 8th. Twelve equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $383.69.

Key Stories Impacting Corpay

Here are the key news stories impacting Corpay this week:

• Positive Sentiment: Second-quarter adjusted earnings were $7.00 per share, exceeding the $6.58 analyst consensus and rising from $5.13 a year earlier. Revenue increased 21.5% year over year to $1.34 billion, also topping the $1.30 billion estimate. Management cited 21% revenue growth, 36% adjusted net income per share growth and double-digit organic revenue growth for the fifth consecutive quarter. Corpay Reports Second Quarter Financial Results
• Positive Sentiment: Corpay provided better-than-expected third-quarter guidance, forecasting EPS of $7.05 to $7.25 versus the $6.96 consensus and revenue of approximately $1.4 billion versus expectations of $1.3 billion. Full-year 2026 EPS guidance of $27.15 to $27.55 also exceeded the $26.52 analyst estimate. Corpay Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: The company agreed to sell its non-core UK vehicle-payments businesses—epyx, r2c Online and Business Gateway—to OEConnection. The divestiture could allow Corpay to concentrate resources on its core corporate-payments operations, although financial terms were not disclosed. Corpay Announces Agreement to Sell Non-Core Vehicle Payments Business
• Neutral Sentiment: Corpay also announced that its Cross-Border unit will become the official foreign-exchange partner of the new Ultimate Sevens rugby championship. The deal may support brand visibility and business development, but its near-term financial impact is likely limited. Corpay Cross-Border Named Official FX Partner

Insider Activity

In related news, insider Armando Lins Netto sold 70,476 shares of Corpay stock in a transaction on Monday, June 15th. The shares were 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 of the company’s stock, valued at $3,969,913.62. This trade represents a 86.21% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Steven T. Stull sold 1,000 shares of the business’s stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $360.78, for a total value of $360,780.00. Following the completion of the transaction, the director directly owned 28,241 shares in the company, valued at $10,188,787.98. This represents a 3.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 88,677 shares of company stock valued at $31,304,091. Insiders own 5.19% of the company’s stock.

Institutional Trading of Corpay

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

About Representative McClain Delaney

April McClain-Delaney (Democratic Party) is a member of the U.S. House, representing Maryland’s 6th Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

McClain-Delaney (Democratic Party) is running for re-election to the U.S. House to represent Maryland’s 6th Congressional District. She declared candidacy for the 2026 election.

April McClain-Delaney grew up in Buhl, Idaho, where her father was a potato farmer. She obtained her bachelor’s degree in communications from Northwestern University in 1986 and her law degree from Georgetown Law Center in 1989. McClain-Delaney worked in communications law, first with the satellite firm Orion Network Systems and later as the Washington director for Common Sense Media, a nonprofit focused on technology and children. In 2022, McClain-Delaney joined the U.S. Department of Commerce under President Joe Biden (D) as deputy assistant secretary for communications and information. McClain-Delaney served on the board of the Georgetown University Law Center, the International Center for Research on Women, and the Northwestern University School of Communications.

About Corpay

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.