Zacks Research Has Negative Forecast for Corpay Q1 Earnings

Corpay, Inc. (NYSE:CPAY) – Equities research analysts at Zacks Research reduced their Q1 2025 earnings per share estimates for shares of Corpay in a report issued on Wednesday, February 26th. Zacks Research analyst R. Department now expects that the company will post earnings of $4.26 per share for the quarter, down from their prior estimate of $4.38. The consensus estimate for Corpay’s current full-year earnings is $19.76 per share. Zacks Research also issued estimates for Corpay’s Q2 2025 earnings at $4.83 EPS, Q3 2025 earnings at $5.28 EPS, Q4 2025 earnings at $5.42 EPS, FY2025 earnings at $19.80 EPS, Q1 2026 earnings at $5.29 EPS, Q2 2026 earnings at $5.61 EPS, Q3 2026 earnings at $5.88 EPS, Q4 2026 earnings at $6.04 EPS and FY2026 earnings at $22.83 EPS.

Several other brokerages also recently issued reports on CPAY. Morgan Stanley raised their price objective on shares of Corpay from $350.00 to $380.00 and gave the stock an “equal weight” rating in a research note on Thursday, February 6th. Wells Fargo & Company raised their price target on Corpay from $340.00 to $375.00 and gave the stock an “equal weight” rating in a research note on Thursday, January 16th. Raymond James cut their price objective on Corpay from $434.00 to $417.00 and set an “outperform” rating on the stock in a research report on Thursday, February 6th. Wolfe Research upgraded Corpay from a “peer perform” rating to an “outperform” rating and set a $420.00 target price for the company in a research report on Wednesday, January 8th. Finally, Keefe, Bruyette & Woods upped their price target on shares of Corpay from $415.00 to $445.00 and gave the stock an “outperform” rating in a report on Thursday, February 6th. Three equities research analysts have rated the stock with a hold rating, eleven have given a buy rating and one has assigned a strong buy rating to the stock. According to data from MarketBeat, Corpay presently has an average rating of “Moderate Buy” and an average target price of $399.71.

Corpay Price Performance

CPAY stock opened at $348.85 on Monday. The stock has a market cap of $24.32 billion, a PE ratio of 24.95, a P/E/G ratio of 1.32 and a beta of 1.28. Corpay has a 12 month low of $247.10 and a 12 month high of $400.81. The company has a 50-day moving average price of $365.51 and a 200 day moving average price of $347.04. The company has a current ratio of 1.00, a quick ratio of 1.05 and a debt-to-equity ratio of 1.66.

Corpay (NYSE:CPAY) last posted its quarterly earnings data on Wednesday, February 5th. The company reported $4.96 EPS for the quarter, missing the consensus estimate of $5.37 by ($0.41). Corpay had a return on equity of 41.46% and a net margin of 25.25%.

Insider Buying and Selling at Corpay

In other Corpay news, Director Richard Macchia sold 2,427 shares of the stock in a transaction on Monday, February 10th. The stock was sold at an average price of $375.23, for a total transaction of $910,683.21. Following the sale, the director now owns 12,215 shares of the company’s stock, valued at approximately $4,583,434.45. This trade represents a 16.58 % decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 6.10% of the company’s stock.

Institutional Investors Weigh In On Corpay

A number of hedge funds have recently made changes to their positions in the stock. Avion Wealth raised its holdings in Corpay by 1,011.1% in the fourth quarter. Avion Wealth now owns 100 shares of the company’s stock worth $33,000 after purchasing an additional 91 shares in the last quarter. Colonial Trust Co SC raised its stake in shares of Corpay by 120.5% during the 4th quarter. Colonial Trust Co SC now owns 97 shares of the company’s stock worth $33,000 after acquiring an additional 53 shares in the last quarter. Versant Capital Management Inc raised its stake in shares of Corpay by 130.4% during the 4th quarter. Versant Capital Management Inc now owns 106 shares of the company’s stock worth $36,000 after acquiring an additional 60 shares in the last quarter. Huntington National Bank lifted its position in Corpay by 43.0% during the third quarter. Huntington National Bank now owns 133 shares of the company’s stock valued at $42,000 after acquiring an additional 40 shares during the last quarter. Finally, Quarry LP acquired a new stake in Corpay in the third quarter valued at approximately $42,000. 98.84% of the stock is currently owned by hedge funds and other institutional investors.

About Corpay

Corpay, Inc operates as a payments company that helps businesses and consumers manage vehicle-related expenses, lodging expenses, and corporate payments in the United States, Brazil, the United Kingdom, and internationally. The company offers vehicle payment solutions, which include fuel, tolls, parking, fleet maintenance, and long-haul transportation services, as well as prepaid food and transportation vouchers and cards.