Seaport Res Ptn Predicts Lower Earnings for Global Payments

Global Payments Inc. (NYSE:GPN) – Equities researchers at Seaport Res Ptn reduced their Q2 2025 earnings per share (EPS) estimates for Global Payments in a note issued to investors on Monday, July 14th. Seaport Res Ptn analyst J. Cantwell now anticipates that the business services provider will earn $2.83 per share for the quarter, down from their previous estimate of $2.89. The consensus estimate for Global Payments’ current full-year earnings is $11.89 per share. Seaport Res Ptn also issued estimates for Global Payments’ Q3 2025 earnings at $3.02 EPS, Q4 2025 earnings at $3.12 EPS, FY2025 earnings at $11.52 EPS, Q1 2026 earnings at $2.73 EPS, Q2 2026 earnings at $2.83 EPS, Q3 2026 earnings at $3.60 EPS, Q4 2026 earnings at $3.70 EPS and FY2026 earnings at $12.79 EPS.

Global Payments (NYSE:GPN) last issued its earnings results on Tuesday, May 6th. The business services provider reported $2.82 earnings per share for the quarter, topping analysts’ consensus estimates of $2.73 by $0.09. Global Payments had a return on equity of 12.33% and a net margin of 15.48%. The company had revenue of $2.20 billion for the quarter, compared to analyst estimates of $2.20 billion. During the same period in the prior year, the firm earned $2.59 earnings per share. Global Payments’s revenue for the quarter was down .3% on a year-over-year basis.

A number of other equities analysts also recently issued reports on GPN. KeyCorp lifted their price target on Global Payments from $80.00 to $90.00 and gave the company an “overweight” rating in a research note on Wednesday, May 7th. B. Riley reaffirmed a “buy” rating on shares of Global Payments in a research report on Wednesday. Jefferies Financial Group downgraded Global Payments from a “buy” rating to a “hold” rating and set a $75.00 price target for the company. in a report on Friday, April 18th. TD Cowen upgraded Global Payments from a “hold” rating to a “buy” rating and set a $84.00 price objective on the stock in a research note on Monday. Finally, Robert W. Baird cut their price objective on shares of Global Payments from $145.00 to $100.00 and set an “outperform” rating on the stock in a report on Monday, April 21st. One investment analyst has rated the stock with a sell rating, seventeen have assigned a hold rating and eleven have assigned a buy rating to the stock. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $111.36.

Global Payments Trading Up 6.5%

NYSE:GPN opened at $82.69 on Wednesday. Global Payments has a one year low of $65.93 and a one year high of $120.00. The company has a market cap of $20.17 billion, a PE ratio of 13.34, a PEG ratio of 0.75 and a beta of 0.94. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.94 and a quick ratio of 0.94. The firm has a 50-day moving average of $78.58 and a 200-day moving average of $91.06.

Hedge Funds Weigh In On Global Payments

Several large investors have recently modified their holdings of GPN. Envestnet Portfolio Solutions Inc. boosted its holdings in Global Payments by 1.1% in the 4th quarter. Envestnet Portfolio Solutions Inc. now owns 10,963 shares of the business services provider’s stock worth $1,228,000 after buying an additional 117 shares during the period. Banco Bilbao Vizcaya Argentaria S.A. lifted its position in shares of Global Payments by 0.4% during the fourth quarter. Banco Bilbao Vizcaya Argentaria S.A. now owns 33,902 shares of the business services provider’s stock worth $3,795,000 after acquiring an additional 122 shares in the last quarter. Perigon Wealth Management LLC boosted its holdings in shares of Global Payments by 3.8% in the first quarter. Perigon Wealth Management LLC now owns 3,932 shares of the business services provider’s stock worth $385,000 after acquiring an additional 144 shares during the period. Transcend Capital Advisors LLC grew its position in shares of Global Payments by 7.9% in the first quarter. Transcend Capital Advisors LLC now owns 2,135 shares of the business services provider’s stock valued at $209,000 after purchasing an additional 157 shares in the last quarter. Finally, MassMutual Private Wealth & Trust FSB raised its stake in shares of Global Payments by 5.5% during the 2nd quarter. MassMutual Private Wealth & Trust FSB now owns 3,027 shares of the business services provider’s stock valued at $242,000 after purchasing an additional 158 shares during the period. Hedge funds and other institutional investors own 89.76% of the company’s stock.

Global Payments Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, June 27th. Shareholders of record on Friday, June 13th were issued a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a yield of 1.21%. The ex-dividend date of this dividend was Friday, June 13th. Global Payments’s dividend payout ratio (DPR) is presently 16.13%.

About Global Payments

Global Payments Inc provides payment technology and software solutions for card, check, and digital-based payments in the Americas, Europe, and the Asia-Pacific. It operates through two segments, Merchant Solutions and Issuer Solutions. The Merchant Solutions segment offers authorization, settlement and funding, customer support, chargeback resolution, terminal rental, sales and deployment, payment security, and consolidated billing and reporting services.