Corpay (NYSE:CPAY) Stock Gets Price Target Bump from UBS Group

Corpay (NYSE:CPAY) had its target price increased by analysts at UBS Group from $415.00 to $465.00 in a research report issued on Thursday, Benzinga reports. The firm currently has a “neutral” rating on the corporate payments company’s stock. UBS Group‘s price target indicates a potential upside of 3.85% from the company’s current price.

Several other research firms have also issued reports on CPAY. Wolfe Research boosted their target price on shares of Corpay from $475.00 to $530.00 and gave the company an “outperform” rating in a report on Tuesday, August 25th. Scotiabank increased their price target on Corpay from $536.00 to $539.00 and gave the stock a “sector outperform” rating in a report on Thursday. Robert W. Baird set a $475.00 price objective on Corpay in a research report on Thursday, August 6th. Wall Street Zen downgraded Corpay from a “buy” rating to a “hold” rating in a research note on Saturday, October 24th. Finally, Weiss Ratings raised Corpay from a “buy (b-)” rating to a “buy (b)” rating in a research note on Thursday, October 8th. Eleven equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, Corpay presently has a consensus rating of “Moderate Buy” and an average price target of $469.00.

Corpay Trading Up 7.0%

Corpay stock traded up $29.16 during mid-day trading on Thursday, hitting $447.76. 1,754,390 shares of the stock were exchanged, compared to its average volume of 591,424. The company has a quick ratio of 0.97, a current ratio of 0.97 and a debt-to-equity ratio of 1.70. Corpay has a 12 month low of $259.05 and a 12 month high of $479.53. The firm’s fifty day simple moving average is $403.19 and its two-hundred day simple moving average is $359.03. The stock has a market capitalization of $29.40 billion, a price-to-earnings ratio of 27.25, a PEG ratio of 1.11 and a beta of 0.94.

Corpay (NYSE:CPAY) last posted its quarterly earnings data on Wednesday, November 4th. The corporate payments company reported $7.54 EPS for the quarter, beating analysts’ consensus estimates of $7.20 by $0.34. Corpay had a net margin of 22.72% and a return on equity of 42.18%. The company had revenue of $1.38 billion for the quarter, compared to analyst estimates of $1.36 billion. During the same period in the prior year, the firm posted $5.70 EPS. The company’s quarterly revenue was up 17.9% on a year-over-year basis. Analysts forecast that Corpay will post 25.81 EPS for the current year.

Insider Activity at Corpay

In other news, Director Steven T. Stull sold 2,357 shares of Corpay stock in a transaction on Thursday, August 20th. The shares were sold at an average price of $413.62, for a total value of $974,902.34. Following the completion of the sale, the director owned 21,241 shares in the company, valued at $8,785,702.42. The trade was a 9.99% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Ronald Clarke sold 119,486 shares of the business’s stock in a transaction 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 transaction, the chief executive officer owned 2,354,330 shares in the company, valued at $970,925,692. The trade was a 4.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 220,860 shares of company stock valued at $91,395,514. Insiders own 5.19% of the company’s stock.

Institutional Investors Weigh In On Corpay

A number of large investors have recently bought and sold shares of the stock. Maryland State Retirement & Pension System raised its holdings in shares of Corpay by 89.0% during the third quarter. Maryland State Retirement & Pension System now owns 6,243 shares of the corporate payments company’s stock valued at $2,350,000 after purchasing an additional 2,940 shares during the period. Ritholtz Wealth Management bought a new position in shares of Corpay during the 3rd quarter worth about $2,300,000. Jefferies Financial Group Inc. boosted its position in shares of Corpay by 241.0% during the 3rd quarter. Jefferies Financial Group Inc. now owns 7,300 shares of the corporate payments company’s stock worth $2,837,000 after purchasing an additional 5,159 shares in the last quarter. Machina Capital S.A.S. acquired a new stake in shares of Corpay in the 3rd quarter valued at about $2,489,000. Finally, Knights of Columbus Asset Advisors LLC acquired a new stake in shares of Corpay in the 3rd quarter valued at about $5,349,000. 98.84% of the stock is currently owned by institutional investors and hedge funds.

Corpay News Summary

Here are the key news stories impacting Corpay this week:

• Positive Sentiment: Corpay reported Q3 adjusted earnings of $7.54 per share, above the roughly $7.20 analyst consensus, while revenue of $1.38 billion also topped expectations. Revenue grew 17.9% year over year, with Corporate Payments cited as a key growth driver. Corpay Q3 Earnings Beat Estimates, Revenues Increase 18% Y/Y
• Positive Sentiment: The company raised its 2026 outlook, projecting revenue of $5.34 billion to $5.36 billion, above the FactSet estimate of $5.32 billion. It also forecast 9%–11% organic revenue growth in 2027 and plans to deploy about $2 billion of free cash flow, supporting expectations for continued expansion and shareholder returns. Corpay 2027 Growth and Free Cash Flow Plans
• Positive Sentiment: Several firms raised their price targets, reinforcing a constructive analyst view: JPMorgan lifted its target to $500, Scotiabank to $539, and Keefe, Bruyette & Woods to $525. Oppenheimer also raised its target, to $461, and maintained an outperform rating. KBW Raises Corpay Price Target

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.