Keefe, Bruyette & Woods Raises Global Payments (NYSE:GPN) Price Target to $95.00

Global Payments (NYSE:GPN) had its price target lifted by stock analysts at Keefe, Bruyette & Woods from $76.00 to $95.00 in a report released on Thursday,Benzinga reports. The brokerage currently has a “market perform” rating on the business services provider’s stock. Keefe, Bruyette & Woods’ price target would suggest a potential upside of 8.54% from the company’s current price.

GPN has been the subject of a number of other reports. Royal Bank Of Canada reissued a “sector perform” rating and set a $96.00 target price on shares of Global Payments in a research note on Thursday. Citigroup restated a “buy” rating on shares of Global Payments in a report on Thursday. BMO Capital Markets reissued a “market perform” rating on shares of Global Payments in a research report on Thursday. Cantor Fitzgerald dropped their target price on shares of Global Payments from $88.00 to $76.00 and set a “neutral” rating on the stock in a report on Monday, May 11th. Finally, Susquehanna set a $111.00 price target on Global Payments and gave the stock a “positive” rating in a research report on Wednesday, June 3rd. Five research analysts have rated the stock with a Buy rating, nineteen have assigned a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat, Global Payments presently has an average rating of “Hold” and an average target price of $86.40.

Global Payments Price Performance

Shares of GPN stock opened at $87.53 on Thursday. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 0.86. Global Payments has a 12-month low of $61.16 and a 12-month high of $90.85. The firm has a fifty day moving average of $74.67 and a 200-day moving average of $72.46. The firm has a market capitalization of $23.94 billion, a price-to-earnings ratio of -42.90, a price-to-earnings-growth ratio of 0.50 and a beta of 0.74.

Global Payments (NYSE:GPN) last issued its quarterly earnings data on Wednesday, August 5th. The business services provider reported $3.46 EPS for the quarter, topping the consensus estimate of $3.44 by $0.02. The business had revenue of $3.16 billion for the quarter, compared to the consensus estimate of $3.16 billion. Global Payments had a positive return on equity of 13.11% and a negative net margin of 7.99%.The firm’s revenue was up 68.6% compared to the same quarter last year. During the same quarter last year, the business posted $3.10 EPS. Global Payments has set its FY 2026 guidance at 13.600-13.800 EPS. On average, equities research analysts forecast that Global Payments will post 13.8 earnings per share for the current year.

Hedge Funds Weigh In On Global Payments

Hedge funds and other institutional investors have recently made changes to their positions in the company. Gtcr LLC acquired a new stake in Global Payments in the first quarter valued at approximately $2,911,939,000. Norges Bank acquired a new position in shares of Global Payments during the fourth quarter worth $276,014,000. Balyasny Asset Management L.P. lifted its stake in shares of Global Payments by 112.3% in the 3rd quarter. Balyasny Asset Management L.P. now owns 2,281,476 shares of the business services provider’s stock valued at $189,545,000 after acquiring an additional 1,206,807 shares during the last quarter. Clearbridge Investments LLC lifted its stake in shares of Global Payments by 5,710.5% in the 4th quarter. Clearbridge Investments LLC now owns 941,299 shares of the business services provider’s stock valued at $72,857,000 after acquiring an additional 925,099 shares during the last quarter. Finally, Healthcare of Ontario Pension Plan Trust Fund boosted its holdings in shares of Global Payments by 93.8% during the 4th quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 1,412,128 shares of the business services provider’s stock valued at $109,299,000 after acquiring an additional 683,524 shares in the last quarter. 89.76% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Global Payments

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

• Positive Sentiment: Earnings beat and Genius momentum: Global Payments reported adjusted EPS of $3.46, up from $3.10 a year earlier. Management highlighted continued adoption of its Genius payments platform as a contributor to earnings performance. Global Payments Q2 Earnings Beat Estimates on Genius Platform Momentum
• Positive Sentiment: Shareholder returns remain substantial: The board approved a quarterly dividend of $0.25 per share, payable September 25 to shareholders of record September 11. Global Payments also said it has returned approximately $1.2 billion of capital to shareholders year to date.
• Neutral Sentiment: Revenue growth was strong but largely acquisition-related: Reported GAAP revenue rose 68.6% year over year to $3.32 billion, while normalized adjusted net revenue growth was approximately 4%. This indicates solid underlying growth but also highlights the importance of separating reported growth from organic performance. Global Payments Reports Second Quarter 2026 Results
• Negative Sentiment: Full-year guidance came in below expectations: Global Payments now expects fiscal 2026 adjusted EPS of $13.60-$13.80, below the $13.84 analyst consensus. The company projects normalized constant-currency adjusted net revenue growth of roughly 4%-5% and cited Middle East-related pressure on travel spending. Global Payments cuts annual forecasts as Middle East conflict hits travel spending

Global Payments Company Profile

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.