Corpay, Inc $CPAY Shares Acquired by Radnor Capital Management LLC

Radnor Capital Management LLC lifted its holdings in Corpay, Inc (NYSE:CPAY) by 14.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,355 shares of the corporate payments company’s stock after purchasing an additional 1,470 shares during the quarter. Radnor Capital Management LLC’s holdings in Corpay were worth $4,362,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently modified their holdings of the company. Bank of New York Mellon Corp bought a new position in shares of Corpay during the second quarter valued at $107,805,000. Hawk Ridge Capital Management LP boosted its position in shares of Corpay by 20.5% during the first quarter. Hawk Ridge Capital Management LP now owns 532,180 shares of the corporate payments company’s stock valued at $154,859,000 after buying an additional 90,360 shares during the last quarter. Spruce House Investment Management LLC increased its holdings in Corpay by 6.0% in the 1st quarter. Spruce House Investment Management LLC now owns 880,000 shares of the corporate payments company’s stock worth $256,071,000 after buying an additional 50,000 shares in the last quarter. Robeco Institutional Asset Management B.V. increased its holdings in Corpay by 5,288.3% in the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 42,514 shares of the corporate payments company’s stock worth $15,122,000 after buying an additional 41,725 shares in the last quarter. Finally, Wedge Capital Management L L P NC increased its holdings in Corpay by 22.1% in the 2nd quarter. Wedge Capital Management L L P NC now owns 222,662 shares of the corporate payments company’s stock worth $74,207,000 after buying an additional 40,321 shares in the last quarter. Hedge funds and other institutional investors own 98.84% of the company’s stock.

Corpay Price Performance

NYSE CPAY opened at $408.95 on Friday. The business’s fifty day moving average price is $404.60 and its 200-day moving average price is $372.37. The stock has a market capitalization of $26.85 billion, a price-to-earnings ratio of 24.89, a PEG ratio of 1.12 and a beta of 0.89. The company has a debt-to-equity ratio of 1.70, a current ratio of 0.97 and a quick ratio of 0.97. Corpay, Inc has a 1-year low of $252.84 and a 1-year high of $427.46.

Corpay (NYSE:CPAY) last released its quarterly earnings results on Wednesday, August 5th. The corporate payments company reported $7.00 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $6.58 by $0.42. Corpay had a return on equity of 42.18% and a net margin of 22.72%. The firm had revenue of $1.34 billion for the quarter, compared to the consensus estimate of $1.30 billion. During the same period last year, the business posted $5.13 EPS. The company’s revenue for the quarter was up 21.5% on a year-over-year basis. Corpay has set its Q3 2026 guidance at 7.050-7.250 EPS and its FY 2026 guidance at 27.150-27.550 EPS. On average, equities analysts predict that Corpay, Inc will post 25.79 earnings per share for the current year.

Wall Street Analyst Weigh In

CPAY has been the subject of a number of recent analyst reports. Cantor Fitzgerald boosted their target price on Corpay from $415.00 to $480.00 and gave the stock an “overweight” rating in a research report on Monday, August 10th. Keefe, Bruyette & Woods raised their price target on shares of Corpay from $400.00 to $470.00 and gave the company an “outperform” rating in a report on Thursday, August 6th. Robert W. Baird set a $475.00 price target on shares of Corpay in a research note on Thursday, August 6th. Wolfe Research lifted their price target on shares of Corpay from $475.00 to $530.00 and gave the stock an “outperform” rating in a research note on Tuesday, August 25th. Finally, JPMorgan Chase & Co. boosted their price objective on shares of Corpay from $400.00 to $470.00 and gave the company an “overweight” rating in a report on Thursday, August 6th. Twelve analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $438.93.

Insiders Place Their Bets

In other Corpay news, Director Steven Stull sold 2,357 shares of the stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $413.62, for a total value of $974,902.34. Following the transaction, the director owned 21,241 shares of the company’s stock, valued at approximately $8,785,702.42. This represents a 9.99% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Ronald Clarke sold 119,486 shares of the stock in a transaction dated Tuesday, August 25th. The shares were sold at an average price of $412.40, for a total value of $49,276,026.40. Following the completion of the transaction, the chief executive officer directly owned 2,354,330 shares in the company, valued at approximately $970,925,692. This represents a 4.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 220,860 shares of company stock valued at $91,395,514. 5.19% of the stock is owned by company insiders.

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.