Corpay (NYSE:CPAY) Stock Price Expected to Rise, UBS Group Analyst Says

Corpay (NYSE:CPAY) had its price objective lifted by equities research analysts at UBS Group from $415.00 to $465.00 in a report released on Thursday, Benzinga reports. The brokerage presently has a “neutral” rating on the corporate payments company’s stock. UBS Group‘s price objective indicates a potential upside of 2.17% from the company’s previous close.

A number of other research firms have also weighed in on CPAY. Scotiabank increased their price objective on shares of Corpay from $536.00 to $539.00 and gave the stock a “sector outperform” rating in a research note on Thursday. JPMorgan Chase & Co. boosted their target price on shares of Corpay from $470.00 to $500.00 and gave the company an “overweight” rating in a research report on Thursday. Raymond James Financial restated an “outperform” rating and set a $442.00 target price on shares of Corpay in a research report on Thursday, August 6th. Morgan Stanley increased their price target on Corpay from $455.00 to $460.00 and gave the stock an “overweight” rating in a research report on Wednesday, October 28th. Finally, Keefe, Bruyette & Woods increased their price target on Corpay from $470.00 to $525.00 and gave the stock an “outperform” rating in a research report on Thursday. Eleven investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $469.00.

Corpay Stock Performance

CPAY stock traded up $8.13 during midday trading on Thursday, reaching $455.13. The stock had a trading volume of 1,077,901 shares, compared to its average volume of 454,660. The firm has a fifty day simple moving average of $405.04 and a two-hundred day simple moving average of $360.03. Corpay has a 52-week low of $271.22 and a 52-week high of $479.53. The company has a debt-to-equity ratio of 1.70, a quick ratio of 0.97 and a current ratio of 0.97. The stock has a market cap of $29.88 billion, a PE ratio of 25.03, a P/E/G ratio of 1.12 and a beta of 0.94.

Corpay (NYSE:CPAY) last announced its quarterly earnings data on Wednesday, November 4th. The corporate payments company reported $7.54 earnings per share for the quarter, beating analysts’ consensus estimates of $7.20 by $0.34. Corpay had a return on equity of 42.18% and a net margin of 22.72%. The business had revenue of $1.38 billion for the quarter, compared to analyst estimates of $1.36 billion. During the same period in the prior year, the company earned $5.70 earnings per share. The company’s revenue was up 17.9% on a year-over-year basis. As a group, equities research analysts anticipate that Corpay will post 25.81 EPS for the current year.

Insiders Place Their Bets

In other news, CEO Ronald Clarke sold 119,486 shares of the stock in a transaction dated Tuesday, August 25th. The shares were sold at an average price of $412.40, for a total transaction of $49,276,026.40. Following the sale, the chief executive officer directly owned 2,354,330 shares of the company’s stock, valued at $970,925,692. This represents a 4.83% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Steven Stull sold 4,000 shares of the stock in a transaction dated Wednesday, August 19th. The stock was sold at an average price of $410.66, for a total transaction of $1,642,640.00. Following the sale, the director directly owned 23,598 shares in the company, valued at approximately $9,690,754.68. The trade was a 14.49% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 220,860 shares of company stock valued at $91,395,514 in the last ninety days. 5.19% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in the business. Spruce House Investment Management LLC increased its holdings in Corpay by 6.0% in the 1st quarter. Spruce House Investment Management LLC now owns 880,000 shares of the corporate payments company’s stock worth $256,071,000 after acquiring an additional 50,000 shares in the last quarter. Dimensional Fund Advisors LP lifted its holdings in Corpay by 3.1% during the first quarter. Dimensional Fund Advisors LP now owns 782,500 shares of the corporate payments company’s stock valued at $227,695,000 after purchasing an additional 23,646 shares in the last quarter. Hawk Ridge Capital Management LP lifted its holdings in Corpay by 20.5% during the first quarter. Hawk Ridge Capital Management LP now owns 532,180 shares of the corporate payments company’s stock valued at $154,859,000 after purchasing an additional 90,360 shares in the last quarter. Bank of New York Mellon Corp acquired a new stake in shares of Corpay in the second quarter valued at about $107,805,000. Finally, Bank of America Corp DE grew its position in shares of Corpay by 0.6% in the first quarter. Bank of America Corp DE now owns 364,102 shares of the corporate payments company’s stock valued at $105,950,000 after purchasing an additional 2,131 shares during the period. 98.84% of the stock is owned by institutional investors and hedge funds.

Key Corpay News

Here are the key news stories impacting Corpay this week:

• Positive Sentiment: Corpay reported Q3 adjusted EPS of $7.54, above the roughly $7.20 consensus estimate, while revenue rose 18% year over year. Strength in Corporate Payments helped lift results. Corpay Q3 Earnings Beat Estimates, Revenues Increase 18% Y/Y
• Positive Sentiment: The company raised its 2026 outlook, projecting revenue of $5.34 billion–$5.36 billion, ahead of the cited FactSet estimate of $5.32 billion. It also forecast 9%–11% organic revenue growth in 2027 and plans to deploy about $2 billion of free cash flow, supporting its growth and capital-return case. Corpay’s 2027 growth outlook and free-cash-flow plans
• Positive Sentiment: Several analysts raised price targets after the results, including JPMorgan to $500, Keefe, Bruyette & Woods to $525, and Scotiabank to $539, reflecting improved expectations for Corpay’s prospects. Keefe, Bruyette & Woods raises Corpay price target
• Neutral Sentiment: Analyst views are not uniformly bullish: UBS lifted its target to $465 but maintained a neutral rating. Some coverage also asks whether the earnings-driven rally has already priced in much of the upside. Analysts’ opinions are mixed on Corpay

About Corpay

Corpay is a global corporate payments company that provides businesses with a range of payment and expense management solutions. Its services are designed to help organizations manage payables, card programs, travel and fleet-related expenses, and cross-border transactions more efficiently.

The company serves customers across a variety of industries and geographies, offering software and payment tools that streamline accounts payable, vendor payments, and workforce payments. Corpay also provides specialized solutions for fleet management and international payments, helping businesses control costs and simplify financial operations.

Corpay operates as part of the broader financial technology and payment processing sector.