Corpay (NYSE:CPAY) Price Target Raised to $363.00

Corpay (NYSE:CPAY) had its price target boosted by Royal Bank Of Canada from $344.00 to $363.00 in a research report released on Thursday morning, MarketBeat reports. Royal Bank Of Canada currently has a sector perform rating on the stock.

A number of other brokerages have also recently issued reports on CPAY. Morgan Stanley lifted their target price on Corpay from $379.00 to $390.00 and gave the stock an “overweight” rating in a report on Thursday. Wall Street Zen lowered Corpay from a “buy” rating to a “hold” rating in a research report on Saturday, October 11th. Jefferies Financial Group restated a “buy” rating on shares of Corpay in a report on Monday, November 3rd. Scotiabank raised shares of Corpay to a “sector outperform” rating in a research note on Monday, January 26th. Finally, UBS Group dropped their target price on shares of Corpay from $340.00 to $315.00 and set a “neutral” rating on the stock in a research report on Thursday, November 6th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $373.00.

Corpay Stock Up 5.4%

NYSE CPAY opened at $352.98 on Thursday. Corpay has a 12 month low of $252.84 and a 12 month high of $391.28. The company has a market capitalization of $24.69 billion, a P/E ratio of 23.47, a PEG ratio of 1.08 and a beta of 0.82. The company’s 50 day simple moving average is $313.85 and its 200 day simple moving average is $304.61. The company has a debt-to-equity ratio of 1.70, a current ratio of 0.98 and a quick ratio of 1.13.

Corpay (NYSE:CPAY) last posted 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. The firm had revenue of $1.25 billion for the quarter, compared to analyst estimates of $1.23 billion. Corpay had a net margin of 23.62% and a return on equity of 37.13%. The firm’s quarterly revenue was up 20.7% compared to the same quarter last year. During the same quarter in the previous year, the business posted $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. Equities research analysts expect that Corpay will post 19.76 earnings per share for the current fiscal year.

Insider Buying and Selling at Corpay

In related news, Director Steven T. Stull purchased 8,000 shares of Corpay stock in a transaction dated Friday, December 12th. The stock was acquired at an average cost of $314.98 per share, with a total value of $2,519,840.00. Following the completion of the transaction, the director directly owned 29,241 shares of the company’s stock, valued at $9,210,330.18. This trade represents a 37.66% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. 5.04% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in the stock. Leonteq Securities AG acquired a new stake in shares of Corpay during the 4th quarter valued at $27,000. CVA Family Office LLC raised its holdings in shares of Corpay by 56.7% during the second quarter. CVA Family Office LLC now owns 94 shares of the company’s stock worth $31,000 after acquiring an additional 34 shares in the last quarter. BOKF NA boosted its position in Corpay by 4,700.0% during the third quarter. BOKF NA now owns 96 shares of the company’s stock valued at $28,000 after purchasing an additional 94 shares during the last quarter. Torren Management LLC acquired a new stake in Corpay during the fourth quarter valued at $29,000. Finally, Hazlett Burt & Watson Inc. purchased a new position in Corpay in the second quarter valued at about $33,000. Institutional investors and hedge funds own 98.84% of the company’s stock.

Corpay News Summary

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)

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.