Twin Capital Management Inc. Acquires 7,837 Shares of Global Payments Inc. $GPN

Twin Capital Management Inc. increased its holdings in shares of Global Payments Inc. (NYSE:GPN) by 110.4% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 14,938 shares of the business services provider’s stock after buying an additional 7,837 shares during the quarter. Twin Capital Management Inc.’s holdings in Global Payments were worth $1,156,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of the business. Traynor Capital Management Inc. lifted its position in shares of Global Payments by 3.5% during the 4th quarter. Traynor Capital Management Inc. now owns 4,221 shares of the business services provider’s stock worth $327,000 after buying an additional 141 shares during the last quarter. Deseret Mutual Benefit Administrators raised its position in Global Payments by 23.4% in the third quarter. Deseret Mutual Benefit Administrators now owns 802 shares of the business services provider’s stock valued at $67,000 after purchasing an additional 152 shares during the last quarter. Allworth Financial LP raised its position in Global Payments by 43.2% in the third quarter. Allworth Financial LP now owns 610 shares of the business services provider’s stock valued at $51,000 after purchasing an additional 184 shares during the last quarter. Oakworth Capital Inc. raised its position in Global Payments by 1.7% in the third quarter. Oakworth Capital Inc. now owns 11,271 shares of the business services provider’s stock valued at $936,000 after purchasing an additional 186 shares during the last quarter. Finally, Van ECK Associates Corp raised its position in Global Payments by 0.6% in the third quarter. Van ECK Associates Corp now owns 30,262 shares of the business services provider’s stock valued at $2,514,000 after purchasing an additional 187 shares during the last quarter. 89.76% of the stock is currently owned by institutional investors.

Key Headlines Impacting Global Payments

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

• Positive Sentiment: Zacks Research raised its FY2027 EPS estimate for Global Payments, signaling higher expected profitability over the next couple of years. Global Payments estimate update
• Positive Sentiment: Analysts also increased Q3 2027, Q4 2026, and Q4 2027 earnings forecasts, which suggests improving medium-term earnings momentum for Global Payments (GPN). Global Payments estimate update
• Neutral Sentiment: Global Payments recently presented at a J.P. Morgan technology/media conference, keeping the stock in focus but not providing a clearly stock-moving catalyst by itself. Conference transcript
• Negative Sentiment: Zacks cut near-term EPS estimates for Q1 2027, Q2 2026, and Q3 2026, and kept a Hold rating, which may temper enthusiasm about the stock’s short-term outlook. Global Payments estimate update
• Negative Sentiment: The firm also trimmed FY2028 earnings estimates, indicating some caution about very long-term growth assumptions for Global Payments (GPN). Global Payments estimate update

Analysts Set New Price Targets

Several research firms have commented on GPN. Weiss Ratings downgraded Global Payments from a “hold (c-)” rating to a “sell (d)” rating in a research report on Monday, May 11th. Truist Financial dropped their target price on Global Payments from $81.00 to $76.00 and set a “hold” rating for the company in a research report on Tuesday. Rothschild & Co Redburn dropped their target price on Global Payments from $70.00 to $60.00 and set a “sell” rating for the company in a research report on Tuesday, May 12th. Stephens set a $80.00 target price on Global Payments and gave the company an “equal weight” rating in a research report on Thursday, May 7th. Finally, JPMorgan Chase & Co. dropped their target price on Global Payments from $95.00 to $90.00 and set a “neutral” rating for the company in a research report on Thursday, February 12th. Four equities research analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $84.29.

Global Payments Trading Up 2.8%

Shares of GPN stock opened at $72.73 on Friday. The stock has a market cap of $19.89 billion, a price-to-earnings ratio of -35.65, a PEG ratio of 0.40 and a beta of 0.75. The stock has a 50-day moving average of $68.75 and a 200-day moving average of $73.67. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 0.86. Global Payments Inc. has a 1-year low of $62.45 and a 1-year high of $90.64.

Global Payments (NYSE:GPN) last issued its quarterly earnings results on Wednesday, May 6th. The business services provider reported $2.96 earnings per share for the quarter, beating the consensus estimate of $2.82 by $0.14. The company had revenue of $2.86 billion during the quarter, compared to analysts’ expectations of $2.81 billion. Global Payments had a positive return on equity of 13.11% and a negative net margin of 7.99%.The business’s quarterly revenue was up 63.1% on a year-over-year basis. During the same quarter in the prior year, the firm posted $2.82 earnings per share. Global Payments has set its FY 2026 guidance at 13.800-14.000 EPS. On average, equities research analysts forecast that Global Payments Inc. will post 13.89 earnings per share for the current year.

Global Payments Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, June 26th. Investors of record on Friday, June 12th will be paid a dividend of $0.25 per share. The ex-dividend date of this dividend is Friday, June 12th. This represents a $1.00 annualized dividend and a yield of 1.4%. Global Payments’s dividend payout ratio (DPR) is currently -49.02%.

About Global Payments

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.