Clifford Swan Investment Counsel LLC Has $9.16 Million Stock Position in Corpay, Inc. $CPAY

Clifford Swan Investment Counsel LLC increased its stake in Corpay, Inc. (NYSE:CPAY) by 694.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 31,805 shares of the company’s stock after buying an additional 27,802 shares during the quarter. Clifford Swan Investment Counsel LLC’s holdings in Corpay were worth $9,162,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in CPAY. Vanguard Group Inc. raised its position in Corpay by 0.7% during the third quarter. Vanguard Group Inc. now owns 8,182,672 shares of the company’s stock worth $2,357,100,000 after acquiring an additional 58,235 shares in the last quarter. Orbis Allan Gray Ltd increased its stake in shares of Corpay by 3.3% during the 2nd quarter. Orbis Allan Gray Ltd now owns 3,855,589 shares of the company’s stock worth $1,279,362,000 after purchasing an additional 124,368 shares during the last quarter. Boston Partners increased its stake in shares of Corpay by 5.8% during the 2nd quarter. Boston Partners now owns 2,289,271 shares of the company’s stock worth $758,536,000 after purchasing an additional 125,331 shares during the last quarter. Invesco Ltd. raised its holdings in shares of Corpay by 4.4% in the 2nd quarter. Invesco Ltd. now owns 1,978,930 shares of the company’s stock valued at $656,649,000 after purchasing an additional 84,198 shares during the period. Finally, Geode Capital Management LLC lifted its stake in Corpay by 3.5% in the 2nd quarter. Geode Capital Management LLC now owns 1,871,511 shares of the company’s stock valued at $619,643,000 after purchasing an additional 63,287 shares during the last quarter. 98.84% of the stock is owned by institutional investors.

Corpay Trading Up 1.0%

CPAY stock opened at $333.67 on Friday. Corpay, Inc. has a 52 week low of $252.84 and a 52 week high of $375.61. The company has a market capitalization of $23.34 billion, a PE ratio of 22.19, a price-to-earnings-growth ratio of 0.95 and a beta of 0.82. The company’s 50-day simple moving average is $323.76 and its 200 day simple moving average is $306.45. 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 posted its quarterly earnings data 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. Corpay had a net margin of 23.62% and a return on equity of 37.13%. The firm had revenue of $1.25 billion during the quarter, compared to the consensus estimate of $1.23 billion. During the same quarter in the previous year, the firm posted $5.36 EPS. The business’s revenue for the quarter was up 20.7% compared to the same quarter last year. 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, Inc. will post 19.76 earnings per share for the current year.

Insider Buying and Selling

In related news, Director Steven T. Stull bought 8,000 shares of the business’s stock in a transaction dated 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 transaction, the director owned 29,241 shares in the company, valued at $9,210,330.18. The trade was a 37.66% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CAO Alissa B. Vickery sold 1,701 shares of the firm’s stock in a transaction 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 owned 2,180 shares in the company, valued at $781,857. The trade was a 43.83% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 5.04% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on CPAY. Cantor Fitzgerald boosted their price target on Corpay from $385.00 to $415.00 and gave the stock an “overweight” rating in a research report on Monday, February 9th. Mizuho boosted their target price on Corpay from $320.00 to $340.00 and gave the stock a “neutral” rating in a report on Friday, February 6th. JPMorgan Chase & Co. increased their price target on Corpay from $350.00 to $390.00 and gave the company an “overweight” rating in a research note on Thursday, February 5th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Corpay in a research report on Monday, December 29th. Finally, Royal Bank Of Canada increased their price objective on shares of Corpay from $344.00 to $363.00 and gave the company a “sector perform” rating in a research report on Thursday, February 5th. Ten investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Corpay currently has a consensus rating of “Moderate Buy” and an average target price of $379.79.

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.