Vantage Investment Partners LLC Purchases 11,497 Shares of Corpay, Inc. $CPAY

Vantage Investment Partners LLC lifted its position in Corpay, Inc. (NYSE:CPAY) by 9.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 130,769 shares of the company’s stock after purchasing an additional 11,497 shares during the quarter. Corpay accounts for 2.6% of Vantage Investment Partners LLC’s portfolio, making the stock its 19th largest position. Vantage Investment Partners LLC owned about 0.19% of Corpay worth $37,669,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Strs Ohio grew its stake in shares of Corpay by 48.2% in the 3rd quarter. Strs Ohio now owns 112,625 shares of the company’s stock valued at $32,443,000 after purchasing an additional 36,612 shares during the period. Emerald Mutual Fund Advisers Trust acquired a new stake in Corpay in the 3rd quarter valued at $93,000. Wilkins Investment Counsel Inc. grew its position in Corpay by 12.8% in the third quarter. Wilkins Investment Counsel Inc. now owns 35,951 shares of the company’s stock valued at $10,356,000 after acquiring an additional 4,091 shares during the period. Anchor Capital Advisors LLC raised its stake in Corpay by 27.3% during the third quarter. Anchor Capital Advisors LLC now owns 116,637 shares of the company’s stock worth $33,598,000 after acquiring an additional 25,047 shares in the last quarter. Finally, Universal Beteiligungs und Servicegesellschaft mbH lifted its holdings in shares of Corpay by 0.5% during the third quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 66,943 shares of the company’s stock valued at $19,284,000 after acquiring an additional 361 shares during the period. Institutional investors own 98.84% of the company’s stock.

Insider Transactions at Corpay

In other news, Director Steven T. Stull purchased 8,000 shares of the firm’s stock in a transaction that occurred on Friday, December 12th. The shares were acquired at an average price of $314.98 per share, for a total transaction of $2,519,840.00. Following the completion of the acquisition, the director directly owned 29,241 shares in the company, valued at approximately $9,210,330.18. The trade was a 37.66% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. 5.04% of the stock is currently owned by corporate insiders.

Corpay Price Performance

Shares of CPAY stock opened at $327.05 on Friday. Corpay, Inc. has a 1 year low of $252.84 and a 1 year high of $400.81. The company has a current ratio of 1.13, a quick ratio of 1.13 and a debt-to-equity ratio of 1.41. The firm’s 50 day moving average is $306.40 and its 200-day moving average is $305.70. The firm has a market capitalization of $22.88 billion, a price-to-earnings ratio of 22.20, a PEG ratio of 0.97 and a beta of 0.84.

Corpay (NYSE:CPAY) last posted its quarterly earnings data on Wednesday, November 5th. The company reported $5.70 earnings per share for the quarter, topping the consensus estimate of $5.63 by $0.07. The firm had revenue of $1.17 billion during the quarter, compared to analysts’ expectations of $1.16 billion. Corpay had a net margin of 24.37% and a return on equity of 37.83%. Corpay’s revenue was up 13.9% on a year-over-year basis. During the same quarter in the previous year, the company posted $5.00 EPS. Corpay has set its Q4 2025 guidance at 4.600-4.800 EPS. Sell-side analysts forecast that Corpay, Inc. will post 19.76 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on CPAY. Jefferies Financial Group reaffirmed a “buy” rating on shares of Corpay in a report on Monday, November 3rd. JPMorgan Chase & Co. decreased their price objective on shares of Corpay from $400.00 to $350.00 and set an “overweight” rating on the stock in a research note on Thursday, November 6th. Williams Trading set a $300.00 target price on shares of Corpay in a research note on Monday, November 3rd. UBS Group reduced their target price on Corpay from $340.00 to $315.00 and set a “neutral” rating on the stock in a report on Thursday, November 6th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Corpay in a report on Monday, December 29th. Seven analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $366.25.

Corpay Company Profile

Corpay (NYSE:CPAY) is a global payments and fintech company that provides businesses with tools to manage, move and optimize corporate spend. The company focuses on commercial payments, foreign exchange and cross-border transactions, aiming to simplify treasury operations and reduce friction in business-to-business payments through technology-driven solutions.

Its product offering includes payment processing and accounts payable automation, corporate and virtual card programs, expense management tools, and foreign-exchange hedging and execution services for international payments.