Alps Advisors Inc. Acquires 1,835 Shares of Corpay, Inc. $CPAY

Alps Advisors Inc. increased its holdings in Corpay, Inc. (NYSE:CPAY) by 75.8% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 4,256 shares of the company’s stock after purchasing an additional 1,835 shares during the quarter. Alps Advisors Inc.’s holdings in Corpay were worth $1,226,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. CVA Family Office LLC increased its holdings in shares of 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 buying an additional 34 shares during the period. Ameritas Advisory Services LLC bought a new position in Corpay during the 2nd quarter worth approximately $37,000. Root Financial Partners LLC purchased a new position in Corpay in the 3rd quarter worth approximately $40,000. Mather Group LLC. bought a new stake in Corpay in the third quarter valued at approximately $49,000. Finally, Hazlett Burt & Watson Inc. grew its holdings in shares of Corpay by 100.0% in the third quarter. Hazlett Burt & Watson Inc. now owns 200 shares of the company’s stock worth $58,000 after purchasing an additional 100 shares during the last quarter. 98.84% of the stock is currently owned by hedge funds and other institutional investors.

Corpay News Roundup

Here are the key news stories impacting Corpay this week:

• Positive Sentiment: Q4 results and forward guidance beat expectations — beat on EPS/revenue and raised FY2026 guidance, supporting the company’s high-margin payments story and providing earnings visibility. Corpay’s Q4 earnings call: Our top 5 analyst questions
• Positive Sentiment: Cantor Fitzgerald published a bullish forecast calling for strong price appreciation, which can support buy-side interest and higher price targets. Cantor Fitzgerald Forecasts Strong Price Appreciation for Corpay (NYSE:CPAY) Stock
• Positive Sentiment: Zacks argues to retain CPAY citing a strong earnings outlook, global acquisitions and growth in payment automation/FX services — factors that underpin medium-term revenue expansion. Reasons Why You Should Retain Corpay Stock in Your Portfolio
• Positive Sentiment: Strategic narrative: Seeking Alpha highlights Corpay’s shift from fuel cards into higher-growth corporate payments and explains why 2026 is a pivotal growth year — supports long-term thesis. Corpay: From Fuel Cards To High-Growth Corporate Payments – Why 2026 Matters
• Positive Sentiment: Partnership renewals (multi-year extension with LIV Golf and an extension with Rugby Australia) reinforce cross-border/payments distribution and brand visibility in international markets. Corpay Cross-Border Extends Exclusive Partnership with LIV Golf Rugby Australia And Corpay Extend Partnership
• Neutral Sentiment: Zacks/MSN momentum pieces highlight strong style/momentum scores and investor interest, but these are narrative pieces rather than new fundamental catalysts. Why Corpay (CPAY) is a Top Momentum Stock for the Long-Term Why Corpay (CPAY) is a top momentum stock for the long term
• Negative Sentiment: Valuation check flags potential premium pricing after recent share gains; investors may be taking profits or reassessing multiple given the stock’s run toward its 52-week high, creating near-term selling pressure. Corpay (CPAY) Valuation Check After Recent Share Price Momentum

Insider Activity

In other news, Director Steven T. Stull purchased 8,000 shares of the company’s stock in a transaction dated Friday, December 12th. The shares were purchased at an average cost of $314.98 per share, for a total transaction of $2,519,840.00. Following the purchase, the director directly owned 29,241 shares in the company, valued at approximately $9,210,330.18. This represents a 37.66% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. 5.04% of the stock is currently owned by company insiders.

Corpay Trading Down 2.9%

Shares of NYSE CPAY opened at $345.94 on Thursday. The company has a market cap of $24.20 billion, a PE ratio of 23.00, a P/E/G ratio of 1.03 and a beta of 0.82. The firm’s 50 day moving average price is $317.20 and its 200-day moving average price is $304.92. Corpay, Inc. has a 52-week low of $252.84 and a 52-week high of $386.88. 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 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.93 by $0.11. The firm had revenue of $1.25 billion for the quarter, compared to the consensus estimate of $1.23 billion. Corpay had a return on equity of 37.13% and a net margin of 23.62%.The company’s quarterly revenue was up 20.7% on a year-over-year basis. During the same period in the prior year, the company 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. On average, equities research analysts expect that Corpay, Inc. will post 19.76 EPS for the current fiscal year.

Analyst Ratings Changes

CPAY has been the subject of a number of recent analyst reports. Weiss Ratings reiterated a “hold (c+)” rating on shares of Corpay in a report on Monday, December 29th. Scotiabank raised shares of Corpay to a “sector outperform” rating in a research note on Monday, January 26th. Morgan Stanley raised their target price on Corpay from $379.00 to $390.00 and gave the stock an “overweight” rating in a research note on Thursday, February 5th. UBS Group boosted their price target on Corpay from $315.00 to $380.00 and gave the company a “neutral” rating in a report on Tuesday. Finally, Jefferies Financial Group reiterated a “buy” rating on shares of Corpay in a report on Monday, November 3rd. Ten equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $379.79.

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.