Robeco Institutional Asset Management B.V. Sells 20,077 Shares of Corpay, Inc. $CPAY

Robeco Institutional Asset Management B.V. decreased its position in shares of Corpay, Inc. (NYSE:CPAY) by 61.9% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 12,365 shares of the company’s stock after selling 20,077 shares during the quarter. Robeco Institutional Asset Management B.V.’s holdings in Corpay were worth $3,562,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently added to or reduced their stakes in CPAY. Norges Bank purchased a new stake in Corpay during the 2nd quarter valued at $266,246,000. Vanguard Group Inc. lifted its holdings in shares of Corpay by 3.2% during the second quarter. Vanguard Group Inc. now owns 8,124,437 shares of the company’s stock valued at $2,695,851,000 after purchasing an additional 251,651 shares in the last quarter. Boston Partners boosted its position in shares of Corpay by 5.8% during the second quarter. Boston Partners now owns 2,289,271 shares of the company’s stock valued at $758,536,000 after buying an additional 125,331 shares during the last quarter. Orbis Allan Gray Ltd increased its holdings in Corpay by 3.3% in the 2nd quarter. Orbis Allan Gray Ltd now owns 3,855,589 shares of the company’s stock worth $1,279,362,000 after buying an additional 124,368 shares in the last quarter. Finally, Invesco Ltd. raised its position in Corpay by 4.4% in the 2nd quarter. Invesco Ltd. now owns 1,978,930 shares of the company’s stock worth $656,649,000 after buying an additional 84,198 shares during the last quarter. 98.84% of the stock is currently owned by hedge funds and other institutional investors.

Corpay Trading Up 0.0%

Shares of Corpay stock opened at $331.49 on Friday. Corpay, Inc. has a 1-year low of $252.84 and a 1-year high of $400.81. The company’s fifty day simple moving average is $297.78 and its 200-day simple moving average is $306.12. The company has a debt-to-equity ratio of 1.41, a current ratio of 1.13 and a quick ratio of 1.13. The stock has a market capitalization of $23.19 billion, a PE ratio of 22.50, a P/E/G ratio of 1.01 and a beta of 0.84.

Corpay (NYSE:CPAY) last announced its earnings results on Wednesday, November 5th. The company reported $5.70 EPS for the quarter, topping analysts’ consensus estimates of $5.63 by $0.07. Corpay had a return on equity of 37.83% and a net margin of 24.37%.The company had revenue of $1.17 billion for the quarter, compared to analysts’ expectations of $1.16 billion. During the same period last year, the firm earned $5.00 EPS. Corpay’s revenue for the quarter was up 13.9% compared to the same quarter last year. Corpay has set its Q4 2025 guidance at 4.600-4.800 EPS. As a group, equities analysts anticipate that Corpay, Inc. will post 19.76 earnings per share for the current year.

Insider Buying and Selling at Corpay

In related news, Director Steven T. Stull acquired 8,000 shares of the business’s stock in a transaction that occurred on Friday, December 12th. The stock was bought at an average cost of $314.98 per share, for a total transaction of $2,519,840.00. Following the purchase, the director owned 29,241 shares in the company, valued at $9,210,330.18. The trade was a 37.66% increase in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. 5.04% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of brokerages have recently commented on CPAY. Wall Street Zen lowered shares of Corpay from a “buy” rating to a “hold” rating in a research note on Saturday, October 11th. Williams Trading set a $300.00 target price on shares of Corpay in a report on Monday, November 3rd. UBS Group decreased their target price on shares of Corpay from $340.00 to $315.00 and set a “neutral” rating for the company in a research note on Thursday, November 6th. Keefe, Bruyette & Woods lowered their price target on Corpay from $445.00 to $400.00 and set an “outperform” rating on the stock in a report on Wednesday, October 1st. Finally, Oppenheimer raised Corpay from a “market perform” rating to an “outperform” rating and set a $380.00 price objective for the company in a report on Friday, December 5th. Eight equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $372.00.

About Corpay

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.