Corpay (NYSE:CPAY) Price Target Raised to $390.00

Corpay (NYSE:CPAY) had its target price increased by JPMorgan Chase & Co. from $350.00 to $390.00 in a research note issued to investors on Thursday morning,Benzinga reports. They currently have an overweight rating on the stock.

Several other brokerages also recently weighed in on CPAY. Cantor Fitzgerald upgraded shares of Corpay to a “strong-buy” rating in a research report on Tuesday, January 27th. Oppenheimer reissued an “outperform” rating and issued a $378.00 price target on shares of Corpay in a research report on Thursday. Williams Trading set a $300.00 price objective on shares of Corpay in a research note on Monday, November 3rd. UBS Group cut their target price on Corpay from $340.00 to $315.00 and set a “neutral” rating on the stock in a research report on Thursday, November 6th. Finally, Morgan Stanley upped their target price on Corpay from $379.00 to $390.00 and gave the company an “overweight” rating in a research report on Thursday. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $373.00.

Corpay Stock Up 5.4%

Corpay stock opened at $352.98 on Thursday. The stock has a market cap of $24.69 billion, a PE ratio of 23.47, a P/E/G ratio of 1.08 and a beta of 0.82. The company has a debt-to-equity ratio of 1.70, a current ratio of 0.98 and a quick ratio of 1.13. The stock’s fifty day moving average is $313.85 and its two-hundred day moving average is $304.61. Corpay has a 1-year low of $252.84 and a 1-year high of $391.28.

Corpay (NYSE:CPAY) last released its quarterly earnings data on Wednesday, February 4th. The company reported $6.04 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.93 by $0.11. Corpay had a return on equity of 37.13% and a net margin of 23.62%.The business had revenue of $1.25 billion during the quarter, compared to analysts’ expectations of $1.23 billion. During the same period in the prior year, the firm posted $5.36 EPS. The business’s quarterly revenue 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. On average, sell-side analysts expect that Corpay will post 19.76 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, Director Steven T. Stull bought 8,000 shares of Corpay stock in a transaction dated Friday, December 12th. The stock was bought at an average price of $314.98 per share, for a total transaction of $2,519,840.00. Following the purchase, the director 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 ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through the SEC website. Insiders own 5.04% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in the company. Leonteq Securities AG acquired a new position in Corpay during the 4th quarter worth approximately $27,000. BOKF NA lifted its holdings in shares of Corpay by 4,700.0% in the 3rd quarter. BOKF NA now owns 96 shares of the company’s stock valued at $28,000 after buying an additional 94 shares during the period. Torren Management LLC purchased a new stake in shares of Corpay in the fourth quarter valued at approximately $29,000. CVA Family Office LLC grew its holdings in Corpay by 56.7% during the second quarter. CVA Family Office LLC now owns 94 shares of the company’s stock worth $31,000 after acquiring an additional 34 shares during the period. Finally, Hazlett Burt & Watson Inc. purchased a new position in Corpay in the second quarter worth $33,000. 98.84% of the stock is owned by hedge funds and other institutional investors.

More Corpay News

Here are the key news stories impacting Corpay this week:

• Positive Sentiment: Q4 beat — Corpay reported Q4 EPS of $6.04 and revenue of ~$1.25B, topping consensus and showing ~20.7% revenue growth year-over-year; earnings strength and margin expansion were cited on the call. Corpay’s Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Big-bank upgrades — JPMorgan raised its price target to $390 and keeps an overweight stance, signaling confidence in the company’s growth trajectory and upside potential. Corpay Price Target Raised to $390 at JPMorgan Chase & Co.
• Positive Sentiment: Morgan Stanley lift — Morgan Stanley also bumped its target to $390 and maintains an overweight rating, reinforcing the bullish analyst tone. Corpay price target raised by Morgan Stanley
• Positive Sentiment: Portfolio focus — Corpay agreed to sell PayByPhone (non-core vehicle payments asset), underscoring a strategic shift toward higher-growth corporate payments and cleaner portfolio mix. Investors view the move as sharpening the company’s corporate-payments focus. Corpay Refines Portfolio As PayByPhone Sale Highlights Corporate Payments Focus
• Positive Sentiment: Operational momentum — Coverage pieces and a deep-dive note highlight acquisitions and corporate-payments growth as drivers of positive momentum and re-rating potential. CPAY Q4 Deep Dive: Acquisitions and Corporate Payments Drive Positive Momentum
• Positive Sentiment: Investor theses — Independent bullish commentary argues Corpay is underappreciated as a payments infrastructure business rather than a commodity payments provider, supporting a longer-term upside case. Corpay, Inc. (CPAY): A Bull Case Theory
• Neutral Sentiment: RBC raised its target to $363 with a sector-perform rating — another upward revision but less bullish than the $390 targets, reflecting some analyst dispersion on valuation. Corpay price target raised by RBC Capital
• Negative Sentiment: Mizuho’s take is more cautious — Mizuho raised its target to $340 but kept a neutral rating; that target sits below current levels, implying limited near-term upside from that shop. Corpay price target raised by Mizuho
• Negative Sentiment: Near-term guidance miss — Corpay set Q1 FY2026 EPS guidance of $5.38–$5.52, below the consensus (~$5.82), which introduces some short-term uncertainty despite a stronger FY outlook. (Guidance disclosed in earnings release)

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.