3,788 Shares in Corpay, Inc. $CPAY Acquired by Inceptionr LLC

Inceptionr LLC purchased a new position in shares of Corpay, Inc. (NYSE:CPAY) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 3,788 shares of the company’s stock, valued at approximately $1,091,000.

Several other institutional investors have also recently made changes to their positions in CPAY. Northwestern Mutual Wealth Management Co. lifted its holdings in Corpay by 4.8% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 846 shares of the company’s stock worth $281,000 after buying an additional 39 shares during the period. Thrivent Financial for Lutherans increased its holdings in shares of Corpay by 1.4% in the 2nd quarter. Thrivent Financial for Lutherans now owns 2,771 shares of the company’s stock valued at $919,000 after acquiring an additional 39 shares during the period. Renaissance Group LLC raised its position in shares of Corpay by 3.2% in the 2nd quarter. Renaissance Group LLC now owns 1,809 shares of the company’s stock worth $600,000 after acquiring an additional 56 shares in the last quarter. US Bancorp DE raised its position in shares of Corpay by 1.9% in the 3rd quarter. US Bancorp DE now owns 3,096 shares of the company’s stock worth $892,000 after acquiring an additional 58 shares in the last quarter. Finally, Allworth Financial LP lifted its stake in shares of Corpay by 37.4% during the 2nd quarter. Allworth Financial LP now owns 239 shares of the company’s stock worth $79,000 after purchasing an additional 65 shares during the last quarter. Hedge funds and other institutional investors own 98.84% of the company’s stock.

Insider Buying and Selling at Corpay

In other news, CAO Alissa B. Vickery sold 1,701 shares of the firm’s stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $358.65, for a total value of $610,063.65. Following the transaction, the chief accounting officer owned 2,180 shares in the company, valued at $781,857. This trade represents a 43.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Steven T. Stull purchased 8,000 shares of the stock in a transaction dated Friday, December 12th. The stock was purchased at an average cost of $314.98 per share, for a total transaction 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. The trade was a 37.66% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 5.04% of the stock is currently owned by insiders.

Corpay Stock Performance

Shares of NYSE CPAY opened at $325.75 on Tuesday. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 1.70. Corpay, Inc. has a 12 month low of $252.84 and a 12 month high of $361.99. The company has a 50 day simple moving average of $325.97 and a two-hundred day simple moving average of $306.87. The stock has a market cap of $22.79 billion, a price-to-earnings ratio of 21.66, a PEG ratio of 0.91 and a beta of 0.80.

Corpay (NYSE:CPAY) last issued its quarterly earnings data on Wednesday, February 4th. The company reported $6.04 earnings per share (EPS) for the quarter, beating 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 quarter in the previous year, the firm posted $5.36 EPS. The company’s revenue for the quarter was up 20.7% on a year-over-year basis. Corpay has set its FY 2026 guidance at 25.500-26.500 EPS and its Q1 2026 guidance at 5.380-5.520 EPS. As a group, analysts predict that Corpay, Inc. will post 19.76 earnings per share for the current year.

Analysts Set New Price Targets

Several research firms recently commented on CPAY. UBS Group boosted their price objective on shares of Corpay from $315.00 to $380.00 and gave the stock a “neutral” rating in a research note on Tuesday, February 10th. Cantor Fitzgerald raised their target price on shares of Corpay from $385.00 to $415.00 and gave the company an “overweight” rating in a research note on Monday, February 9th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Corpay in a research report on Monday, December 29th. Scotiabank upgraded Corpay to a “sector outperform” rating in a report on Monday, January 26th. Finally, Wall Street Zen raised Corpay from a “hold” rating to a “buy” rating in a research report on Saturday. Ten research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, Corpay currently has a consensus rating of “Moderate Buy” and an average target price of $377.57.

Corpay Company Profile

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.