Corpay, Inc. $CPAY Shares Sold by Mawer Investment Management Ltd.

Mawer Investment Management Ltd. reduced its stake in Corpay, Inc. (NYSE:CPAY) by 15.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 630,173 shares of the company’s stock after selling 112,161 shares during the period. Corpay makes up about 1.1% of Mawer Investment Management Ltd.’s investment portfolio, making the stock its 27th biggest holding. Mawer Investment Management Ltd.’s holdings in Corpay were worth $189,638,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently added to or reduced their stakes in the company. Leonteq Securities AG acquired a new stake in Corpay in the 4th quarter valued at $27,000. BOKF NA increased its holdings in Corpay by 4,700.0% in the 3rd quarter. BOKF NA now owns 96 shares of the company’s stock valued at $28,000 after purchasing an additional 94 shares in the last quarter. Torren Management LLC acquired a new stake in Corpay in the 4th quarter valued at $29,000. Rothschild Investment LLC increased its stake 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 buying an additional 97 shares during the period. Finally, Harbour Investments Inc. lifted its holdings in Corpay by 35.5% in the 4th quarter. Harbour Investments Inc. now owns 149 shares of the company’s stock worth $45,000 after buying an additional 39 shares in the last quarter. 98.84% of the stock is currently owned by institutional investors and hedge funds.

Corpay Stock Performance

Shares of CPAY stock opened at $364.64 on Tuesday. The company has a debt-to-equity ratio of 1.86, a quick ratio of 0.98 and a current ratio of 0.98. Corpay, Inc. has a one year low of $252.84 and a one year high of $367.43. The company’s 50-day simple moving average is $319.90 and its 200-day simple moving average is $316.40. The stock has a market capitalization of $23.83 billion, a price-to-earnings ratio of 21.82, a PEG ratio of 0.99 and a beta of 0.81.

Corpay (NYSE:CPAY) last issued its quarterly earnings results on Thursday, May 7th. The company reported $5.80 EPS for the quarter, topping the consensus estimate of $5.50 by $0.30. Corpay had a net margin of 24.60% and a return on equity of 38.68%. The business had revenue of $1.26 billion for the quarter, compared to analysts’ expectations of $1.21 billion. During the same quarter last year, the company posted $4.51 earnings per share. The company’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. Equities analysts anticipate that Corpay, Inc. will post 25.49 earnings per share for the current fiscal year.

Insider Activity at Corpay

In other news, insider Armando Lins Netto sold 14,089 shares of the stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $356.05, for a total transaction of $5,016,388.45. Following the transaction, the insider owned 18,528 shares of the company’s stock, valued at approximately $6,596,894.40. This trade represents a 43.20% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders have sold a total of 17,201 shares of company stock worth $6,126,597 over the last quarter. Company insiders own 5.19% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on CPAY shares. Raymond James Financial restated an “outperform” rating and set a $361.00 target price on shares of Corpay in a research note on Thursday, March 5th. UBS Group raised their target price on Corpay from $315.00 to $380.00 and gave the company a “neutral” rating in a research note on Tuesday, February 10th. Morgan Stanley restated an “overweight” rating and set a $400.00 target price on shares of Corpay in a research note on Sunday, May 10th. Cantor Fitzgerald raised their target price on Corpay from $385.00 to $415.00 and gave the company an “overweight” rating in a research note on Monday, February 9th. Finally, Robert W. Baird lowered their target price on Corpay from $440.00 to $380.00 and set an “outperform” rating for the company in a research note on Tuesday, March 31st. 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 an average rating of “Moderate Buy” and a consensus price target of $377.92.

Corpay 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.