Corpay (NYSE:CPAY) Updates Q4 2025 Earnings Guidance

Corpay (NYSE:CPAY) issued an update on its fourth quarter 2025 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 4.600-4.800 for the period, compared to the consensus earnings per share estimate of 5.700. The company issued revenue guidance of -, compared to the consensus revenue estimate of $1.2 billion.

Analyst Ratings Changes

A number of analysts have commented on the stock. Royal Bank Of Canada upped their target price on shares of Corpay from $336.00 to $344.00 and gave the company a “sector perform” rating in a report on Thursday. Jefferies Financial Group reiterated a “buy” rating on shares of Corpay in a research report on Monday. Morgan Stanley reduced their price target on Corpay from $360.00 to $356.00 and set an “equal weight” rating for the company in a research report on Monday, August 11th. Williams Trading set a $300.00 price objective on Corpay in a research report on Monday. Finally, UBS Group reduced their target price on shares of Corpay from $340.00 to $315.00 and set a “neutral” rating for the company in a report on Thursday. Ten investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $379.71.

Corpay Stock Up 6.3%

Shares of CPAY opened at $278.23 on Friday. The business’s 50 day moving average is $292.80 and its 200 day moving average is $315.64. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 1.48. Corpay has a 12-month low of $252.84 and a 12-month high of $400.81. The company has a market capitalization of $19.65 billion, a PE ratio of 18.90, a price-to-earnings-growth ratio of 1.02 and a beta of 0.95.

Corpay (NYSE:CPAY) last announced its quarterly earnings data on Wednesday, November 5th. The company reported $5.70 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.63 by $0.07. Corpay had a net margin of 25.17% and a return on equity of 39.13%. The business had revenue of $1.17 billion during the quarter, compared to analyst estimates of $1.16 billion. During the same period last year, the firm posted $5.00 EPS. The company’s revenue was up 13.9% on a year-over-year basis. Corpay has set its Q4 2025 guidance at 4.600-4.800 EPS. Research analysts expect that Corpay will post 19.76 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in the company. Integrated Wealth Concepts LLC purchased a new stake in shares of Corpay in the first quarter worth about $207,000. Woodline Partners LP grew its holdings in 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 purchasing an additional 1,661 shares during the last quarter. Intech Investment Management LLC lifted its stake in shares of Corpay by 30.4% during the 1st quarter. Intech Investment Management LLC now owns 3,341 shares of the company’s stock worth $1,165,000 after acquiring an additional 778 shares during the last quarter. Marshall Wace LLP increased its stake in Corpay by 128.6% in the 2nd quarter. Marshall Wace LLP now owns 1,600 shares of the company’s stock worth $531,000 after buying an additional 900 shares during the period. Finally, Brown Advisory Inc. increased its holdings in shares of Corpay by 16.0% in the 2nd quarter. Brown Advisory Inc. now owns 1,670 shares of the company’s stock valued at $554,000 after acquiring an additional 230 shares during the period. Hedge funds and other institutional investors own 98.84% of the company’s stock.

Corpay Company Profile

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.