Anchor Capital Advisors LLC Has $37.54 Million Stock Position in Corpay, Inc. $CPAY

Anchor Capital Advisors LLC lifted its stake in shares of Corpay, Inc. (NYSE:CPAY) by 6.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 124,731 shares of the company’s stock after purchasing an additional 8,094 shares during the period. Anchor Capital Advisors LLC’s holdings in Corpay were worth $37,535,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. Leonteq Securities AG bought a new position in Corpay in the fourth quarter valued at about $27,000. BOKF NA boosted its stake in Corpay by 4,700.0% in the third quarter. BOKF NA now owns 96 shares of the company’s stock valued at $28,000 after acquiring an additional 94 shares during the last quarter. Torren Management LLC bought a new position in Corpay in the fourth quarter valued at approximately $29,000. Rothschild Investment LLC grew its holdings in Corpay by 202.1% during the 4th quarter. Rothschild Investment LLC now owns 145 shares of the company’s stock worth $44,000 after acquiring an additional 97 shares during the period. Finally, Harbour Investments Inc. lifted its stake in shares of Corpay by 35.5% in the 4th quarter. Harbour Investments Inc. now owns 149 shares of the company’s stock valued at $45,000 after purchasing an additional 39 shares during the period. Institutional investors and hedge funds own 98.84% of the company’s stock.

Wall Street Analyst Weigh In

CPAY has been the subject of a number of analyst reports. Weiss Ratings raised Corpay from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, April 27th. UBS Group raised their target price on Corpay from $315.00 to $380.00 and gave the stock a “neutral” rating in a report on Tuesday, February 10th. Raymond James Financial reaffirmed an “outperform” rating and issued a $361.00 price target on shares of Corpay in a research note on Thursday, March 5th. Morgan Stanley restated an “overweight” rating and set a $400.00 price objective on shares of Corpay in a report on Sunday, May 10th. Finally, Oppenheimer reaffirmed an “outperform” rating and issued a $388.00 target price on shares of Corpay in a research note on Friday, May 8th. Twelve analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, Corpay currently has a consensus rating of “Moderate Buy” and an average price target of $377.92.

Insider Buying and Selling at Corpay

In other news, insider Armando Lins Netto sold 14,089 shares of the company’s stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $356.05, for a total value of $5,016,388.45. Following the completion of the transaction, the insider owned 18,528 shares in the company, valued at $6,596,894.40. This represents a 43.20% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders have sold a total of 17,201 shares of company stock valued at $6,126,597 in the last ninety days. 5.19% of the stock is owned by corporate insiders.

Corpay Trading Down 1.1%

NYSE CPAY opened at $359.99 on Wednesday. The firm has a market cap of $23.53 billion, a P/E ratio of 21.54, a P/E/G ratio of 1.00 and a beta of 0.86. The company has a debt-to-equity ratio of 1.86, a current ratio of 0.98 and a quick ratio of 0.98. The stock’s 50-day moving average is $319.90 and its 200-day moving average is $316.40. Corpay, Inc. has a one year low of $252.84 and a one year high of $367.43.

Corpay (NYSE:CPAY) last issued its quarterly earnings data on Thursday, May 7th. The company reported $5.80 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.50 by $0.30. Corpay had a return on equity of 38.68% and a net margin of 24.60%.The business had revenue of $1.26 billion during the quarter, compared to analyst estimates of $1.21 billion. During the same period in the previous year, the firm earned $4.51 EPS. Corpay’s quarterly revenue was up 25.4% compared to the same quarter last year. Corpay has set its FY 2026 guidance at 26.300-27.100 EPS and its Q2 2026 guidance at 6.450-6.650 EPS. Sell-side analysts anticipate that Corpay, Inc. will post 25.49 earnings per share for the current fiscal year.

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.