Cornerstone Investment Partners LLC Sells 29,197 Shares of Corpay, Inc. $CPAY

Cornerstone Investment Partners LLC lessened its holdings in Corpay, Inc. (NYSE:CPAY) by 14.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 167,486 shares of the company’s stock after selling 29,197 shares during the quarter. Corpay makes up approximately 2.0% of Cornerstone Investment Partners LLC’s holdings, making the stock its 27th biggest holding. Cornerstone Investment Partners LLC owned about 0.24% of Corpay worth $48,246,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of CPAY. Integrated Wealth Concepts LLC acquired a new position in Corpay in the first quarter valued at approximately $207,000. Woodline Partners LP raised its position in shares of Corpay by 39.3% during the 1st quarter. Woodline Partners LP now owns 5,890 shares of the company’s stock valued at $2,054,000 after acquiring an additional 1,661 shares during the last quarter. Intech Investment Management LLC lifted its stake in shares of Corpay by 30.4% in the 1st quarter. Intech Investment Management LLC now owns 3,341 shares of the company’s stock valued at $1,165,000 after purchasing an additional 778 shares during the period. Ameritas Advisory Services LLC acquired a new position in shares of Corpay in the 2nd quarter valued at $37,000. Finally, Callan Family Office LLC bought a new position in shares of Corpay in the 2nd quarter worth $206,000. Institutional investors and hedge funds own 98.84% of the company’s stock.

Analysts Set New Price Targets

CPAY has been the subject of a number of recent analyst reports. Cantor Fitzgerald upped their price objective on Corpay from $385.00 to $415.00 and gave the company an “overweight” rating in a report on Monday. Morgan Stanley upped their price target on Corpay from $379.00 to $390.00 and gave the company an “overweight” rating in a research note on Thursday, February 5th. Weiss Ratings reissued a “hold (c+)” rating on shares of Corpay in a research note on Monday, December 29th. Scotiabank upgraded shares of Corpay to a “sector outperform” rating in a report on Monday, January 26th. Finally, Williams Trading set a $300.00 target price on shares of Corpay in a report on Monday, November 3rd. Ten investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, Corpay currently has a consensus rating of “Moderate Buy” and a consensus target price of $379.79.

More Corpay News

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

Corpay Stock Performance

CPAY opened at $345.94 on Thursday. The business’s 50-day simple moving average is $317.20 and its 200 day simple moving average 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. The firm has a market capitalization of $24.20 billion, a PE ratio of 23.00, a PEG ratio of 1.03 and a beta of 0.82.

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

Insiders Place Their Bets

In related news, Director Steven T. Stull acquired 8,000 shares of the business’s stock in a transaction on Friday, December 12th. The stock was purchased 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 directly owned 29,241 shares of the company’s stock, valued at approximately $9,210,330.18. The trade was a 37.66% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 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.