Q2 EPS Estimates for Repay Lifted by Northland Securities

Repay Holdings Corporation (NASDAQ:RPAY) – Northland Securities boosted their Q2 2026 EPS estimates for shares of Repay in a report issued on Tuesday, May 5th. Northland Securities analyst M. Grondahl now anticipates that the company will post earnings per share of $0.19 for the quarter, up from their previous forecast of $0.17. The consensus estimate for Repay’s current full-year earnings is $0.69 per share. Northland Securities also issued estimates for Repay’s Q3 2026 earnings at $0.19 EPS, Q4 2026 earnings at $0.19 EPS and FY2026 earnings at $0.74 EPS.

Several other research firms have also recently issued reports on RPAY. Morgan Stanley decreased their price target on shares of Repay from $4.00 to $3.50 and set an “equal weight” rating on the stock in a research note on Tuesday, March 10th. Canaccord Genuity Group cut their price objective on shares of Repay from $12.00 to $8.00 and set a “buy” rating on the stock in a report on Monday, March 16th. Benchmark cut their price objective on shares of Repay from $8.00 to $6.00 and set a “buy” rating on the stock in a report on Tuesday, March 10th. Weiss Ratings lowered shares of Repay from a “sell (d-)” rating to a “sell (e+)” rating in a report on Monday, May 4th. Finally, DA Davidson reiterated a “buy” rating and set a $8.00 price objective on shares of Repay in a report on Tuesday, May 5th. Three equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Repay has a consensus rating of “Hold” and an average price target of $5.36.

Repay Price Performance

Repay stock opened at $3.35 on Tuesday. Repay has a 12-month low of $2.30 and a 12-month high of $6.05. The stock has a market capitalization of $318.12 million, a P/E ratio of -1.09 and a beta of 1.88. The firm’s 50-day moving average is $3.12 and its two-hundred day moving average is $3.43. The company has a debt-to-equity ratio of 0.82, a current ratio of 1.79 and a quick ratio of 1.79.

Repay (NASDAQ:RPAY) last released its quarterly earnings results on Monday, May 4th. The company reported $0.22 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.22. Repay had a negative net margin of 82.73% and a positive return on equity of 10.45%. The company had revenue of $80.79 million for the quarter, compared to analysts’ expectations of $80.48 million.

Institutional Trading of Repay

A number of hedge funds have recently made changes to their positions in RPAY. Whetstone Capital Advisors LLC raised its stake in shares of Repay by 1,832.1% during the fourth quarter. Whetstone Capital Advisors LLC now owns 2,728,627 shares of the company’s stock valued at $9,959,000 after purchasing an additional 2,587,400 shares during the period. Portolan Capital Management LLC purchased a new stake in shares of Repay during the third quarter valued at approximately $11,417,000. Kent Lake PR LLC purchased a new stake in shares of Repay during the second quarter valued at approximately $7,230,000. AQR Capital Management LLC raised its stake in shares of Repay by 2,421.7% during the second quarter. AQR Capital Management LLC now owns 1,444,545 shares of the company’s stock valued at $6,963,000 after purchasing an additional 1,387,260 shares during the period. Finally, Private Management Group Inc. raised its stake in shares of Repay by 30.5% during the fourth quarter. Private Management Group Inc. now owns 5,412,492 shares of the company’s stock valued at $19,756,000 after purchasing an additional 1,263,399 shares during the period. Hedge funds and other institutional investors own 82.73% of the company’s stock.

Repay Company Profile

Repay Holdings Corp. (Nasdaq: RPAY) is a specialized financial technology company that delivers integrated payment solutions to businesses operating within key vertical markets. The company’s platform enables merchants and service providers to accept a range of payment types, including credit and debit cards, automated clearing house (ACH) transfers and electronic checks. Repay’s offerings are designed to seamlessly integrate with third-party software applications, such as enterprise resource planning, customer relationship management and point-of-sale systems, empowering industries such as utilities, telecommunications, automotive finance, healthcare, insurance, property management and education.

Tracing its roots to the formation of Pinnacle Payment Systems in 1997, Repay expanded its capabilities through strategic acquisitions, including Southeastern Integrated Solutions and Payliance, before completing a business combination with Thunder Bridge Acquisition II in 2019 to become a publicly traded company on the Nasdaq.