Corpay (NYSE:CPAY) Price Target Raised to $415.00

Corpay (NYSE:CPAY) had its target price lifted by Cantor Fitzgerald from $385.00 to $415.00 in a research note issued to investors on Monday,Benzinga reports. The firm currently has an overweight rating on the stock.

Other equities analysts have also issued research reports about the company. Oppenheimer reiterated an “outperform” rating and set a $378.00 price objective on shares of Corpay in a research note on Thursday, February 5th. JPMorgan Chase & Co. raised their target price on Corpay from $350.00 to $390.00 and gave the stock an “overweight” rating in a report on Thursday, February 5th. UBS Group reduced their price target on Corpay from $340.00 to $315.00 and set a “neutral” rating for the company in a research report on Thursday, November 6th. Weiss Ratings restated a “hold (c+)” rating on shares of Corpay in a research report on Monday, December 29th. Finally, Mizuho raised their price objective on shares of Corpay from $320.00 to $340.00 and gave the stock a “neutral” rating in a research note on Friday, February 6th. Ten equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Corpay currently has a consensus rating of “Moderate Buy” and a consensus target price of $379.79.

Corpay Stock Performance

CPAY opened at $345.94 on Monday. The company has a current ratio of 0.98, a quick ratio of 1.13 and a debt-to-equity ratio of 1.70. Corpay has a 12-month low of $252.84 and a 12-month high of $386.88. The firm has a 50 day moving average of $317.20 and a two-hundred day moving average of $304.92. The firm has a market capitalization of $24.20 billion, a PE ratio of 23.00, a P/E/G ratio of 1.03 and a beta of 0.82.

Corpay (NYSE:CPAY) last released its quarterly earnings data on Wednesday, February 4th. The company reported $6.04 earnings per share for the quarter, topping analysts’ consensus estimates of $5.93 by $0.11. The firm had revenue of $1.25 billion for the quarter, compared to analyst estimates of $1.23 billion. Corpay had a net margin of 23.62% and a return on equity of 37.13%. The business’s quarterly revenue was up 20.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $5.36 earnings per share. 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, analysts anticipate that Corpay will post 19.76 EPS for the current year.

Insider Activity

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 acquired at an average price of $314.98 per share, with a total value of $2,519,840.00. Following the completion of the purchase, the director directly owned 29,241 shares of the company’s stock, valued at approximately $9,210,330.18. This trade represents a 37.66% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available through the SEC website. 5.04% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Corpay

Several institutional investors have recently bought and sold shares of the company. Leonteq Securities AG purchased a new position in Corpay in the 4th quarter valued at $27,000. CVA Family Office LLC boosted its position 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 last quarter. BOKF NA grew its stake in Corpay by 4,700.0% during the 3rd quarter. BOKF NA now owns 96 shares of the company’s stock valued at $28,000 after acquiring an additional 94 shares in the last quarter. Torren Management LLC acquired a new stake in Corpay in the 4th quarter valued at about $29,000. Finally, Hazlett Burt & Watson Inc. acquired a new stake in Corpay in the 2nd quarter valued at about $33,000. 98.84% of the stock is currently owned by institutional investors and hedge funds.

Corpay News Roundup

Here are the key news stories impacting Corpay this week:

• Positive Sentiment: Q4 results and forward guidance beat expectations — beat on EPS/revenue and raised FY2026 guidance, supporting the company’s high-margin payments story and providing earnings visibility. Corpay’s Q4 earnings call: Our top 5 analyst questions
• Positive Sentiment: Cantor Fitzgerald published a bullish forecast calling for strong price appreciation, which can support buy-side interest and higher price targets. Cantor Fitzgerald Forecasts Strong Price Appreciation for Corpay (NYSE:CPAY) Stock
• Positive Sentiment: Zacks argues to retain CPAY citing a strong earnings outlook, global acquisitions and growth in payment automation/FX services — factors that underpin medium-term revenue expansion. Reasons Why You Should Retain Corpay Stock in Your Portfolio
• Positive Sentiment: Strategic narrative: Seeking Alpha highlights Corpay’s shift from fuel cards into higher-growth corporate payments and explains why 2026 is a pivotal growth year — supports long-term thesis. Corpay: From Fuel Cards To High-Growth Corporate Payments – Why 2026 Matters
• Positive Sentiment: Partnership renewals (multi-year extension with LIV Golf and an extension with Rugby Australia) reinforce cross-border/payments distribution and brand visibility in international markets. Corpay Cross-Border Extends Exclusive Partnership with LIV Golf Rugby Australia And Corpay Extend Partnership
• Neutral Sentiment: Zacks/MSN momentum pieces highlight strong style/momentum scores and investor interest, but these are narrative pieces rather than new fundamental catalysts. Why Corpay (CPAY) is a Top Momentum Stock for the Long-Term Why Corpay (CPAY) is a top momentum stock for the long term
• Negative Sentiment: Valuation check flags potential premium pricing after recent share gains; investors may be taking profits or reassessing multiple given the stock’s run toward its 52-week high, creating near-term selling pressure. Corpay (CPAY) Valuation Check After Recent Share Price Momentum

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.