AMG National Trust Bank Has $951,000 Holdings in Global Payments Inc. $GPN

AMG National Trust Bank trimmed its holdings in shares of Global Payments Inc. (NYSE:GPN) by 35.2% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,452 shares of the business services provider’s stock after selling 6,232 shares during the period. AMG National Trust Bank’s holdings in Global Payments were worth $951,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Pettee Investors Inc. lifted its holdings in Global Payments by 24.1% in the second quarter. Pettee Investors Inc. now owns 15,672 shares of the business services provider’s stock worth $1,254,000 after buying an additional 3,040 shares during the period. Independent Advisor Alliance grew its holdings in shares of Global Payments by 260.5% during the 3rd quarter. Independent Advisor Alliance now owns 29,446 shares of the business services provider’s stock worth $2,446,000 after acquiring an additional 21,278 shares during the period. BIP Wealth LLC raised its position in shares of Global Payments by 151.6% in the 3rd quarter. BIP Wealth LLC now owns 30,103 shares of the business services provider’s stock worth $2,501,000 after acquiring an additional 18,138 shares in the last quarter. Atlantic Union Bankshares Corp bought a new position in shares of Global Payments in the 3rd quarter worth approximately $905,000. Finally, HB Wealth Management LLC lifted its stake in shares of Global Payments by 213.9% in the 3rd quarter. HB Wealth Management LLC now owns 36,861 shares of the business services provider’s stock valued at $3,062,000 after purchasing an additional 25,118 shares during the period. Institutional investors own 89.76% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on GPN shares. TD Cowen reissued a “hold” rating on shares of Global Payments in a research report on Thursday. Truist Financial set a $85.00 target price on shares of Global Payments in a research note on Tuesday, January 20th. Wells Fargo & Company lifted their target price on shares of Global Payments from $103.00 to $105.00 and gave the company an “overweight” rating in a report on Thursday. Weiss Ratings reissued a “hold (c-)” rating on shares of Global Payments in a research report on Thursday, January 22nd. Finally, Evercore cut their price target on Global Payments from $90.00 to $85.00 in a research note on Tuesday, November 11th. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, fifteen have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $91.14.

Key Global Payments News

Here are the key news stories impacting Global Payments this week:

• Positive Sentiment: Q4 earnings beat and robust 2026 guidance — GPN reported adjusted Q4 EPS above estimates and set FY‑2026 guidance of $13.80–$14.00, which topped the Street and implies double‑digit EPS growth; that beat/guide combo is the core catalyst for the rally. Read More.
• Positive Sentiment: $2.5B total buyback program, including $550M accelerated repurchase — management approved an expanded $2.5B repurchase framework and kicked off $550M of accelerated buys, which reduces share count and supports EPS. Read More. Read More.
• Positive Sentiment: New quarterly dividend announced — GPN declared a $0.25 quarterly dividend, signaling confidence in cash flow and adding modest income appeal to the stock. Read More.
• Positive Sentiment: Analyst upside and supportive notes — several firms raised price targets or reiterated constructive views (Wells Fargo raised its PT to $105; Keefe Bruyette & Woods raised to $90), lending validation to the company’s outlook. Read More.
• Neutral Sentiment: Technical momentum — GPN cleared its 20-, 50- and 200‑day moving averages, which attracts momentum/technical buyers but doesn’t change fundamentals. Read More.
• Negative Sentiment: Heightened bearish/options activity — recent unusual activity showed a sharp rise in put buying (about 7,593 puts, ~112% above average), which could signal some hedging or skepticism from options traders even as the stock rallies.
• Negative Sentiment: Mixed sell‑side stance — some firms remain cautious: BNP Paribas raised its price target but kept an Underperform rating, highlighting that not all analysts are convinced the upside is sustainable. Read More.

Insider Activity

In other Global Payments news, EVP David M. Sheffield sold 2,016 shares of the company’s stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $81.41, for a total value of $164,122.56. Following the completion of the sale, the executive vice president directly owned 14,438 shares in the company, valued at approximately $1,175,397.58. This represents a 12.25% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Robert H. B. Baldwin, Jr. purchased 10,392 shares of the business’s stock in a transaction dated Thursday, December 11th. The shares were purchased at an average price of $81.42 per share, for a total transaction of $846,116.64. Following the purchase, the director owned 59,303 shares of the company’s stock, valued at approximately $4,828,450.26. This trade represents a 21.25% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 1.01% of the company’s stock.

Global Payments Stock Up 2.7%

GPN stock opened at $82.46 on Monday. The business’s 50-day moving average price is $76.02 and its 200-day moving average price is $80.41. The stock has a market cap of $19.52 billion, a P/E ratio of 14.24, a PEG ratio of 0.52 and a beta of 0.76. The company has a quick ratio of 0.85, a current ratio of 1.69 and a debt-to-equity ratio of 0.83. Global Payments Inc. has a twelve month low of $65.93 and a twelve month high of $106.26.

Global Payments (NYSE:GPN) last posted its quarterly earnings results on Wednesday, February 18th. The business services provider reported $3.18 EPS for the quarter, beating analysts’ consensus estimates of $3.16 by $0.02. Global Payments had a return on equity of 12.72% and a net margin of 16.92%.The business had revenue of $2.32 billion for the quarter, compared to analysts’ expectations of $2.32 billion. During the same period last year, the firm earned $2.85 earnings per share. The business’s quarterly revenue was up 1.4% on a year-over-year basis. Global Payments has set its FY 2026 guidance at 13.800-14.000 EPS. On average, equities research analysts forecast that Global Payments Inc. will post 11.89 EPS for the current year.

Global Payments Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, March 30th. Stockholders of record on Monday, March 9th will be issued a $0.25 dividend. The ex-dividend date is Monday, March 9th. This represents a $1.00 dividend on an annualized basis and a dividend yield of 1.2%. Global Payments’s payout ratio is 17.27%.

About Global Payments

Global Payments Inc (NYSE: GPN) is a worldwide provider of payment technology and software solutions that enables commerce for merchants, issuers and enterprises. The company develops and operates payment processing networks, point-of-sale systems and cloud-based software that facilitate electronic transactions across in-store, online and mobile channels. Its services span merchant acquiring, payment gateway services, omnichannel commerce platforms, and solutions for recurring and subscription billing.

Global Payments offers a range of products and services including integrated payment terminals and point-of-sale software, e-commerce and gateway technologies, fraud prevention and tokenization tools, and business analytics and reporting.