Global Payments (NYSE:GPN) Given New $105.00 Price Target at Wells Fargo & Company

Global Payments (NYSE:GPN) had its target price lifted by Wells Fargo & Company from $103.00 to $105.00 in a report issued on Thursday,Benzinga reports. The brokerage presently has an “overweight” rating on the business services provider’s stock. Wells Fargo & Company‘s price target would indicate a potential upside of 31.60% from the stock’s current price.

Other research analysts have also recently issued research reports about the company. Stephens reduced their price objective on Global Payments from $95.00 to $90.00 and set an “equal weight” rating on the stock in a research note on Friday, January 16th. Evercore dropped their price target on shares of Global Payments from $90.00 to $85.00 in a research note on Tuesday, November 11th. UBS Group reissued a “neutral” rating and issued a $87.00 price objective on shares of Global Payments in a report on Thursday. Zacks Research upgraded Global Payments to a “hold” rating in a research report on Tuesday, November 18th. Finally, Royal Bank Of Canada lifted their price objective on shares of Global Payments from $93.00 to $95.00 and gave the company a “sector perform” rating in a research note on Wednesday, November 5th. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, fifteen have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $91.80.

Global Payments Trading Down 1.8%

GPN stock traded down $1.47 during midday trading on Thursday, reaching $79.79. 1,190,454 shares of the company traded hands, compared to its average volume of 3,640,548. The company has a debt-to-equity ratio of 0.57, a quick ratio of 0.85 and a current ratio of 0.85. The business has a 50 day moving average of $76.05 and a 200-day moving average of $80.41. The firm has a market capitalization of $18.89 billion, a price-to-earnings ratio of 11.20, a P/E/G ratio of 0.46 and a beta of 0.76. Global Payments has a 52-week low of $65.93 and a 52-week high of $106.90.

Global Payments (NYSE:GPN) last issued its quarterly earnings data on Wednesday, February 18th. The business services provider reported $3.18 EPS for the quarter, topping analysts’ consensus estimates of $3.16 by $0.02. The business had revenue of $2.32 billion for the quarter, compared to analysts’ expectations of $2.32 billion. Global Payments had a net margin of 19.68% and a return on equity of 12.66%. The business’s revenue was up 1.4% on a year-over-year basis. During the same quarter last year, the company earned $2.85 EPS. Global Payments has set its FY 2026 guidance at 13.800-14.000 EPS. As a group, sell-side analysts expect that Global Payments will post 11.89 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, EVP David M. Sheffield sold 2,016 shares of the business’s stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $81.41, for a total value of $164,122.56. Following the transaction, the executive vice president owned 14,438 shares in the company, valued at approximately $1,175,397.58. The trade was a 12.25% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Robert H. B. Baldwin, Jr. purchased 10,392 shares of the company’s stock in a transaction on Thursday, December 11th. The stock was acquired at an average cost of $81.42 per share, for a total transaction of $846,116.64. Following the completion of the purchase, the director owned 59,303 shares of the company’s stock, valued at approximately $4,828,450.26. This trade represents a 21.25% increase in their position. The SEC filing for this purchase provides additional information. 1.01% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Global Payments

A number of institutional investors and hedge funds have recently made changes to their positions in the business. Strive Financial Group LLC purchased a new position in shares of Global Payments during the fourth quarter valued at approximately $25,000. North Star Investment Management Corp. raised its holdings in Global Payments by 242.2% during the third quarter. North Star Investment Management Corp. now owns 308 shares of the business services provider’s stock valued at $26,000 after acquiring an additional 218 shares during the period. DV Equities LLC bought a new position in shares of Global Payments in the fourth quarter worth about $26,000. Root Financial Partners LLC purchased a new stake in shares of Global Payments during the third quarter worth about $27,000. Finally, SouthState Bank Corp bought a new stake in Global Payments during the 3rd quarter valued at approximately $28,000. Hedge funds and other institutional investors own 89.76% of the company’s stock.

Key Stories Impacting Global Payments

Here are the key news stories impacting Global Payments this week:

• Positive Sentiment: Management raised FY‑2026 guidance above the Street and slightly beat Q4 EPS, driving optimism about earnings trajectory and margin improvement. Article Title
• Positive Sentiment: The board approved a $2.5 billion share-buyback program (with $550M in accelerated repurchases) and declared a quarterly dividend, both of which improve shareholder returns and supported the recent rally. Article Title
• Neutral Sentiment: Analyst responses are mixed: Keefe, Bruyette & Woods raised its price target to $90 (market‑perform), while some firms like UBS remain cautious with Hold ratings — signaling limited near‑term upside from broker sentiment alone. Article Title Article Title
• Negative Sentiment: Revenue growth was muted (roughly +1.4% y/y and roughly in line with estimates) and the company noted elevated costs; some coverage frames the quarter as “meet” rather than a clean beat, leaving valuation and margin execution in focus. Article Title
• Negative Sentiment: After the outsized two-day rally (double-digit gains), the stock is experiencing a pullback likely driven by profit‑taking and short‑term rotation; investors should watch execution on Worldpay integration and whether buybacks materially offset dilution/earnings volatility. No link

About Global Payments

Global Payments Inc (NYSE: GPN) is a worldwide provider of payment technology and software solutions that enables commerce for merchants, issuers and enterprises. The company develops and operates payment processing networks, point-of-sale systems and cloud-based software that facilitate electronic transactions across in-store, online and mobile channels. Its services span merchant acquiring, payment gateway services, omnichannel commerce platforms, and solutions for recurring and subscription billing.

Global Payments offers a range of products and services including integrated payment terminals and point-of-sale software, e-commerce and gateway technologies, fraud prevention and tokenization tools, and business analytics and reporting.