JPMorgan Chase & Co. Raises Corpay (NYSE:CPAY) Price Target to $390.00

Corpay (NYSE:CPAY) had its target price hoisted by research analysts at JPMorgan Chase & Co. from $350.00 to $390.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The brokerage presently has an “overweight” rating on the stock. JPMorgan Chase & Co.‘s target price suggests a potential upside of 10.49% from the company’s previous close.

A number of other analysts have also recently weighed in on the company. Royal Bank Of Canada upped their price target on Corpay from $344.00 to $363.00 and gave the company a “sector perform” rating in a research report on Thursday. UBS Group lowered their target price on shares of Corpay from $340.00 to $315.00 and set a “neutral” rating on the stock in a report on Thursday, November 6th. Morgan Stanley lifted their price target on shares of Corpay from $379.00 to $390.00 and gave the company an “overweight” rating in a report on Thursday. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Corpay in a research note on Monday, December 29th. Finally, Wall Street Zen lowered shares of Corpay from a “buy” rating to a “hold” rating in a report on Saturday, October 11th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat.com, Corpay has an average rating of “Moderate Buy” and a consensus target price of $373.00.

Corpay Price Performance

Shares of Corpay stock opened at $352.98 on Thursday. The firm has a market cap of $24.69 billion, a P/E ratio of 23.47, a price-to-earnings-growth ratio of 1.03 and a beta of 0.82. The firm’s 50-day simple moving average is $313.85 and its 200-day simple moving average is $304.82. Corpay has a twelve month low of $252.84 and a twelve month high of $391.28. The company has a debt-to-equity ratio of 1.70, a quick ratio of 1.13 and a current ratio of 0.98.

Corpay (NYSE:CPAY) last announced its quarterly earnings results on Wednesday, February 4th. The company reported $6.04 EPS for the quarter, topping analysts’ consensus estimates of $5.93 by $0.11. The firm had revenue of $1.25 billion during the quarter, compared to analysts’ expectations of $1.23 billion. Corpay had a net margin of 23.62% and a return on equity of 37.13%. The company’s revenue for the quarter was up 20.7% compared to the same quarter last year. During the same quarter last year, the company earned $5.36 earnings per share. Corpay has set its FY 2026 guidance at 25.500-26.500 EPS and its Q1 2026 guidance at 5.380-5.520 EPS. As a group, research analysts expect that Corpay will post 19.76 EPS for the current fiscal year.

Insider Activity

In related news, Director Steven T. Stull bought 8,000 shares of Corpay stock in a transaction dated Friday, December 12th. The shares were bought at an average cost of $314.98 per share, for a total transaction of $2,519,840.00. Following the completion of the transaction, the director owned 29,241 shares of the company’s stock, valued at approximately $9,210,330.18. This trade represents a 37.66% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Insiders own 5.04% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the stock. Leonteq Securities AG acquired a new stake in shares of Corpay in the 4th quarter valued at $27,000. CVA Family Office LLC increased its position in Corpay by 56.7% in the second quarter. CVA Family Office LLC now owns 94 shares of the company’s stock worth $31,000 after purchasing an additional 34 shares during the period. BOKF NA increased its position in Corpay by 4,700.0% in the third quarter. BOKF NA now owns 96 shares of the company’s stock worth $28,000 after purchasing an additional 94 shares during the period. Torren Management LLC bought a new stake in Corpay during the 4th quarter worth about $29,000. Finally, Hazlett Burt & Watson Inc. acquired a new position in Corpay during the 2nd quarter valued at about $33,000. Institutional investors own 98.84% of the company’s stock.

Corpay News Roundup

Here are the key news stories impacting Corpay this week:

• Positive Sentiment: Q4 beat — Corpay reported Q4 EPS of $6.04 and revenue of ~$1.25B, topping consensus and showing ~20.7% revenue growth year-over-year; earnings strength and margin expansion were cited on the call. Corpay’s Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Big-bank upgrades — JPMorgan raised its price target to $390 and keeps an overweight stance, signaling confidence in the company’s growth trajectory and upside potential. Corpay Price Target Raised to $390 at JPMorgan Chase & Co.
• Positive Sentiment: Morgan Stanley lift — Morgan Stanley also bumped its target to $390 and maintains an overweight rating, reinforcing the bullish analyst tone. Corpay price target raised by Morgan Stanley
• Positive Sentiment: Portfolio focus — Corpay agreed to sell PayByPhone (non-core vehicle payments asset), underscoring a strategic shift toward higher-growth corporate payments and cleaner portfolio mix. Investors view the move as sharpening the company’s corporate-payments focus. Corpay Refines Portfolio As PayByPhone Sale Highlights Corporate Payments Focus
• Positive Sentiment: Operational momentum — Coverage pieces and a deep-dive note highlight acquisitions and corporate-payments growth as drivers of positive momentum and re-rating potential. CPAY Q4 Deep Dive: Acquisitions and Corporate Payments Drive Positive Momentum
• Positive Sentiment: Investor theses — Independent bullish commentary argues Corpay is underappreciated as a payments infrastructure business rather than a commodity payments provider, supporting a longer-term upside case. Corpay, Inc. (CPAY): A Bull Case Theory
• Neutral Sentiment: RBC raised its target to $363 with a sector-perform rating — another upward revision but less bullish than the $390 targets, reflecting some analyst dispersion on valuation. Corpay price target raised by RBC Capital
• Negative Sentiment: Mizuho’s take is more cautious — Mizuho raised its target to $340 but kept a neutral rating; that target sits below current levels, implying limited near-term upside from that shop. Corpay price target raised by Mizuho
• Negative Sentiment: Near-term guidance miss — Corpay set Q1 FY2026 EPS guidance of $5.38–$5.52, below the consensus (~$5.82), which introduces some short-term uncertainty despite a stronger FY outlook. (Guidance disclosed in earnings release)

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.