Corpay, Inc $CPAY Stock Purchased by Inscription Capital LLC

Inscription Capital LLC increased its holdings in shares of Corpay, Inc (NYSE:CPAY) by 392.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 4,612 shares of the corporate payments company’s stock after buying an additional 3,676 shares during the quarter. Inscription Capital LLC’s holdings in Corpay were worth $1,656,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Axiom Investment Management LLC acquired a new position in shares of Corpay in the 1st quarter valued at $27,000. Burkett Financial Services LLC acquired a new position in Corpay in the 3rd quarter worth $30,000. Strive Financial Group LLC purchased a new stake in Corpay during the 2nd quarter worth approximately $35,000. Western Wealth Management LLC acquired a new stake in shares of Corpay during the first quarter worth approximately $36,000. Finally, CoreCap Advisors LLC increased its holdings in Corpay by 1,246.2% in the second quarter. CoreCap Advisors LLC now owns 175 shares of the corporate payments company’s stock valued at $58,000 after buying an additional 162 shares during the last quarter. Institutional investors and hedge funds own 98.84% of the company’s stock.

Key Stories Impacting Corpay

Here are the key news stories impacting Corpay this week:

• Positive Sentiment: Corpay reported Q3 adjusted EPS of $7.54, above the roughly $7.20 consensus, while revenue rose 17.9% year over year to $1.38 billion and also beat estimates. The company cited strength in Corporate Payments. Corpay Q3 earnings beat estimates and revenue increased 18%
• Positive Sentiment: Management raised its 2026 outlook, forecasting revenue of $5.34 billion to $5.36 billion, above the $5.32 billion analyst estimate. Corpay also projected 9%–11% organic revenue growth in 2027 and plans to deploy about $2 billion in free cash flow. Corpay 2027 growth outlook and capital plans
• Positive Sentiment: Analysts raised price targets after the report: JPMorgan lifted its target to $500 and kept an overweight rating; Keefe, Bruyette & Woods raised its target to $525 with an outperform rating; and Scotiabank raised its target to $539 with a sector-outperform rating. JPMorgan analyst recommendations
• Neutral Sentiment: UBS raised its price target to $465 but maintained a neutral rating, signaling a more cautious view than several other analysts. UBS analyst recommendations

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the company. JPMorgan Chase & Co. raised their price target on Corpay from $470.00 to $500.00 and gave the stock an “overweight” rating in a report on Thursday. Morgan Stanley upped their target price on shares of Corpay from $455.00 to $460.00 and gave the stock an “overweight” rating in a research report on Wednesday, October 28th. Keefe, Bruyette & Woods boosted their price objective on Corpay from $470.00 to $525.00 and gave the stock an “outperform” rating in a research report on Thursday. Oppenheimer boosted their price target on Corpay from $454.00 to $461.00 and gave the stock an “outperform” rating in a research report on Thursday. Finally, Scotiabank raised their price target on Corpay from $536.00 to $539.00 and gave the company a “sector outperform” rating in a report on Thursday. Eleven investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $469.00.

Insider Activity at Corpay

In related news, Director Steven T. Stull sold 4,000 shares of the business’s stock in a transaction dated Wednesday, August 19th. The stock was sold at an average price of $410.66, for a total transaction of $1,642,640.00. Following the completion of the transaction, the director owned 23,598 shares of the company’s stock, valued at approximately $9,690,754.68. The trade was a 14.49% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Ronald Clarke sold 119,486 shares of Corpay stock in a transaction that occurred on Tuesday, August 25th. The stock was 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 220,860 shares of company stock worth $91,395,514. Corporate insiders own 5.19% of the company’s stock.

Corpay Trading Up 7.0%

NYSE CPAY opened at $447.76 on Friday. The firm’s 50 day moving average price is $404.00 and its two-hundred day moving average price is $359.49. The company has a debt-to-equity ratio of 1.70, a quick ratio of 0.97 and a current ratio of 0.97. Corpay, Inc has a twelve month low of $259.05 and a twelve month high of $479.53. The stock has a market cap of $29.40 billion, a price-to-earnings ratio of 24.63, a PEG ratio of 1.15 and a beta of 0.94.

Corpay (NYSE:CPAY) last announced its quarterly earnings data on Wednesday, November 4th. The corporate payments company reported $7.54 EPS for the quarter, topping analysts’ consensus estimates of $7.20 by $0.34. Corpay had a return on equity of 45.84% and a net margin of 23.73%. The firm had revenue of $1.38 billion during the quarter, compared to analyst estimates of $1.36 billion. During the same period last year, the company posted $5.70 EPS. The business’s quarterly revenue was up 17.9% compared to the same quarter last year. Equities analysts anticipate that Corpay, Inc will post 25.81 EPS for the current year.

Corpay 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.