Fieldview Capital Management LLC Invests $617,000 in Corpay, Inc. $CPAY

Fieldview Capital Management LLC purchased a new stake in shares of Corpay, Inc. (NYSE:CPAY) in the third quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 2,142 shares of the company’s stock, valued at approximately $617,000.

Several other hedge funds have also bought and sold shares of the business. Vanguard Group Inc. increased its stake in shares of Corpay by 0.7% during the third quarter. Vanguard Group Inc. now owns 8,182,672 shares of the company’s stock valued at $2,357,100,000 after purchasing an additional 58,235 shares in the last quarter. Orbis Allan Gray Ltd lifted its holdings in shares of Corpay by 3.3% during the second quarter. Orbis Allan Gray Ltd now owns 3,855,589 shares of the company’s stock valued at $1,279,362,000 after purchasing an additional 124,368 shares during the last quarter. Boston Partners boosted its position in shares of Corpay by 5.8% in the 2nd quarter. Boston Partners now owns 2,289,271 shares of the company’s stock worth $758,536,000 after purchasing an additional 125,331 shares in the last quarter. Invesco Ltd. grew its stake in shares of 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. Finally, Geode Capital Management LLC grew its stake in shares of Corpay by 3.5% in the 2nd quarter. Geode Capital Management LLC now owns 1,871,511 shares of the company’s stock worth $619,643,000 after buying an additional 63,287 shares during the last quarter. Institutional investors own 98.84% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on the company. Wall Street Zen upgraded Corpay from a “hold” rating to a “buy” rating in a research note on Saturday. Oppenheimer reissued an “outperform” rating and issued a $378.00 target price on shares of Corpay in a research note on Thursday, February 5th. JPMorgan Chase & Co. lifted their price target on Corpay from $350.00 to $390.00 and gave the stock an “overweight” rating in a research report on Thursday, February 5th. Scotiabank upgraded shares of Corpay to a “sector outperform” rating in a research note on Monday, January 26th. Finally, Royal Bank Of Canada increased their price objective on shares of Corpay from $344.00 to $363.00 and gave the company a “sector perform” rating in a research report on Thursday, February 5th. Ten research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $377.57.

Corpay Stock Performance

CPAY stock opened at $329.36 on Wednesday. The stock’s 50 day simple moving average is $326.46 and its 200 day simple moving average is $306.86. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 1.70. Corpay, Inc. has a 12-month low of $252.84 and a 12-month high of $361.99. The stock has a market capitalization of $23.04 billion, a PE ratio of 21.90, a price-to-earnings-growth ratio of 0.94 and a beta of 0.80.

Corpay (NYSE:CPAY) last posted its 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. Corpay had a return on equity of 37.13% and a net margin of 23.62%.The business had revenue of $1.25 billion during the quarter, compared to analyst estimates of $1.23 billion. During the same quarter last year, the company earned $5.36 EPS. The company’s quarterly revenue was up 20.7% compared to the same quarter last year. 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 forecast that Corpay, Inc. will post 19.76 earnings per share for the current fiscal year.

Insider Activity

In related news, Director Steven T. Stull acquired 8,000 shares of the firm’s stock in a transaction dated Friday, December 12th. The stock was purchased at an average cost of $314.98 per share, with a total value of $2,519,840.00. Following the completion of the acquisition, the director directly 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 acquisition was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CAO Alissa B. Vickery sold 1,701 shares of the stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $358.65, for a total transaction of $610,063.65. Following the transaction, the chief accounting officer owned 2,180 shares in the company, valued at approximately $781,857. This trade represents a 43.83% decrease in their position. The disclosure for this sale is available in the SEC filing. 5.04% of the stock is currently owned by corporate insiders.

Corpay 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.