Vanguard Group Inc. Has $1.96 Billion Holdings in Global Payments Inc. $GPN

Vanguard Group Inc. increased its holdings in shares of Global Payments Inc. (NYSE:GPN) by 0.6% during the third quarter, Holdings Channel.com reports. The fund owned 23,542,460 shares of the business services provider’s stock after purchasing an additional 149,441 shares during the quarter. Vanguard Group Inc. owned 0.10% of Global Payments worth $1,955,908,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently bought and sold shares of GPN. Brighton Jones LLC bought a new position in shares of Global Payments during the fourth quarter worth approximately $725,000. Caxton Associates LLP acquired a new stake in Global Payments during the first quarter worth approximately $243,000. Intech Investment Management LLC increased its stake in Global Payments by 43.5% during the 1st quarter. Intech Investment Management LLC now owns 14,462 shares of the business services provider’s stock worth $1,416,000 after acquiring an additional 4,386 shares during the period. Allspring Global Investments Holdings LLC raised its holdings in Global Payments by 3.0% in the 2nd quarter. Allspring Global Investments Holdings LLC now owns 11,510 shares of the business services provider’s stock valued at $943,000 after acquiring an additional 338 shares in the last quarter. Finally, DekaBank Deutsche Girozentrale lifted its position in shares of Global Payments by 0.5% during the 2nd quarter. DekaBank Deutsche Girozentrale now owns 68,277 shares of the business services provider’s stock valued at $5,395,000 after acquiring an additional 346 shares during the period. Institutional investors own 89.76% of the company’s stock.

Analyst Upgrades and Downgrades

GPN has been the topic of a number of recent analyst reports. Wells Fargo & Company raised their price target on Global Payments from $103.00 to $105.00 and gave the stock an “overweight” rating in a research report on Thursday. JPMorgan Chase & Co. decreased their target price on shares of Global Payments from $95.00 to $90.00 and set a “neutral” rating on the stock in a report on Thursday, February 12th. Royal Bank Of Canada reaffirmed a “sector perform” rating and set a $97.00 price target (up previously from $95.00) on shares of Global Payments in a report on Thursday. Cantor Fitzgerald upgraded shares of Global Payments to a “hold” rating in a research report on Tuesday, January 27th. Finally, Evercore lowered their price objective on shares of Global Payments from $90.00 to $85.00 in a research report on Tuesday, November 11th. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, fifteen have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Hold” and an average target price of $91.90.

Global Payments Price Performance

GPN stock opened at $80.24 on Friday. The stock has a market cap of $19.00 billion, a price-to-earnings ratio of 13.86, a P/E/G ratio of 0.53 and a beta of 0.76. The company has a debt-to-equity ratio of 0.83, a current ratio of 1.69 and a quick ratio of 0.85. The company has a 50 day simple moving average of $76.01 and a 200 day simple moving average of $80.41. Global Payments Inc. has a 1 year low of $65.93 and a 1 year high of $106.90.

Global Payments (NYSE:GPN) last posted its earnings results on Wednesday, February 18th. The business services provider reported $3.18 earnings per share for the quarter, topping analysts’ consensus estimates of $3.16 by $0.02. The firm had revenue of $2.32 billion for the quarter, compared to analysts’ expectations of $2.32 billion. Global Payments had a net margin of 16.92% and a return on equity of 12.72%. The company’s revenue was up 1.4% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.85 earnings per share. Global Payments has set its FY 2026 guidance at 13.800-14.000 EPS. Research analysts anticipate that Global Payments Inc. will post 11.89 EPS for the current fiscal year.

Global Payments Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, March 30th. Shareholders of record on Monday, March 9th will be given a $0.25 dividend. The ex-dividend date is Monday, March 9th. This represents a $1.00 annualized dividend and a yield of 1.2%. Global Payments’s dividend payout ratio (DPR) is currently 14.04%.

Insider Transactions at Global Payments

In other Global Payments news, insider David Lawrence Green sold 11,600 shares of the business’s stock in a transaction that occurred on Wednesday, December 3rd. The shares were sold at an average price of $79.99, for a total transaction of $927,884.00. Following the sale, the insider directly owned 68,096 shares of the company’s stock, valued at $5,446,999.04. The trade was a 14.56% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Robert H. B. Baldwin, Jr. purchased 10,392 shares of the firm’s stock in a transaction on Thursday, December 11th. The stock was acquired at an average price of $81.42 per share, with a total value of $846,116.64. Following the completion of the transaction, the director owned 59,303 shares in the company, valued at approximately $4,828,450.26. This trade represents a 21.25% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Company insiders own 1.01% of the company’s stock.

More Global Payments News

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

• Positive Sentiment: Q4 EPS slightly topped estimates and management gave robust FY‑2026 guidance (EPS $13.80–$14.00), a lead catalyst for the jump in the stock. Why Global Payments Stock Blasted Nearly 17% Higher on Wednesday
• Positive Sentiment: Board approved a $2.5B share buyback (including accelerated repurchases) and declared a quarterly dividend — clear shareholder-return actions that support the rally. Global Payments Issues Strong Profit Outlook, Unveils $2.5 Billion Stock Buyback
• Positive Sentiment: Analysts are lifting targets and revising ratings — most notably Wells Fargo raised its target to $105 (overweight), which helps sentiment and gives upside expectations. Benzinga
• Positive Sentiment: Technical momentum: GPN has pushed above its 20-, 50- and 200-day moving averages, attracting momentum and technical buyers. Global Payments Recently Broke Out Above the 20-Day Moving Average
• Neutral Sentiment: Q4 results were mixed: adjusted EPS beat narrowly but revenue essentially met/was flat year-over-year and costs remain elevated — fundamentals supportive but not uniformly strong. Global Payments Q4 Earnings Meet Estimates
• Neutral Sentiment: Market reaction already baked in much of the near-term upside (strong guidance + buyback), so further gains depend on execution and margin improvement over 2026. Result Reaction Underpins Low Expectations Thesis
• Negative Sentiment: Unusual put-option buying was observed (large increase vs. average), which could signal hedging or a subset of traders betting on near-term weakness. (Trading report)
• Negative Sentiment: Some analysts remain cautious (e.g., UBS maintained a Hold), noting the outlook is conservative and medium-term upside depends on Worldpay integration and cost control. Global Payments: Conservative 2026 Outlook Offsetting Medium-Term Upside
• Negative Sentiment: Revenue growth was modest and higher operating costs were highlighted on the call — miss any future execution targets and the stock could give back gains. Global Payments’ shares surge on quarterly profit rise, strong annual forecast

Global Payments Company Profile

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.