Corpay (NYSE:CPAY) Rating Lowered to Hold at Wall Street Zen

Corpay (NYSE:CPAY) was downgraded by Wall Street Zen from a “buy” rating to a “hold” rating in a report released on Sunday.

CPAY has been the topic of several other reports. Mizuho boosted their target price on Corpay from $320.00 to $340.00 and gave the stock a “neutral” rating in a research note on Friday, February 6th. UBS Group increased their price target on Corpay from $315.00 to $380.00 and gave the company a “neutral” rating in a research note on Tuesday, February 10th. Morgan Stanley raised their price target on Corpay from $379.00 to $390.00 and gave the stock an “overweight” rating in a report on Thursday, February 5th. Oppenheimer restated an “outperform” rating and set a $378.00 price target on shares of Corpay in a research note on Thursday, February 5th. Finally, Scotiabank upgraded shares of Corpay to a “sector outperform” rating in a report on Monday, January 26th. Ten analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $377.57.

Corpay Trading Down 1.2%

NYSE:CPAY opened at $317.69 on Friday. The stock has a market capitalization of $22.22 billion, a price-to-earnings ratio of 21.12, a PEG ratio of 0.92 and a beta of 0.80. Corpay has a 52 week low of $252.84 and a 52 week high of $361.99. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 1.70. The firm has a 50 day moving average of $327.80 and a 200 day moving average of $306.96.

Corpay (NYSE:CPAY) last released its quarterly earnings results on Wednesday, February 4th. The company reported $6.04 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.93 by $0.11. Corpay had a net margin of 23.62% and a return on equity of 37.13%. The business had revenue of $1.25 billion for the quarter, compared to analyst estimates of $1.23 billion. During the same period in the previous year, the company earned $5.36 earnings per share. The business’s revenue for the quarter was up 20.7% on a year-over-year basis. 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, sell-side analysts anticipate that Corpay will post 19.76 earnings per share for the current fiscal year.

Insider Transactions at Corpay

In other Corpay news, CAO Alissa B. Vickery sold 1,701 shares of the business’s stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $358.65, for a total value of $610,063.65. Following the completion of the transaction, the chief accounting officer directly owned 2,180 shares of the company’s stock, valued at approximately $781,857. The trade was a 43.83% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders own 5.04% of the company’s stock.

Hedge Funds Weigh In On Corpay

Several institutional investors have recently made changes to their positions in the company. MV Capital Management Inc. acquired a new stake in Corpay during the fourth quarter valued at $25,000. Leonteq Securities AG purchased a new position in Corpay in the fourth quarter valued at $27,000. BOKF NA raised its position in shares of Corpay by 4,700.0% in the third quarter. BOKF NA now owns 96 shares of the company’s stock worth $28,000 after acquiring an additional 94 shares during the period. Torren Management LLC acquired a new position in shares of Corpay in the fourth quarter worth about $29,000. Finally, DV Equities LLC purchased a new stake in shares of Corpay during the 4th quarter worth about $30,000. 98.84% of the stock is owned by hedge funds and other institutional investors.

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.