University of Texas Texas AM Investment Management Co. Makes New $582,000 Investment in Corpay, Inc. $CPAY

University of Texas Texas AM Investment Management Co. bought a new position in Corpay, Inc. (NYSE:CPAY) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 1,933 shares of the company’s stock, valued at approximately $582,000.

Several other large investors have also added to or reduced their stakes in the stock. HB Wealth Management LLC boosted its stake in Corpay by 1.9% in the 4th quarter. HB Wealth Management LLC now owns 1,741 shares of the company’s stock worth $524,000 after purchasing an additional 33 shares during the period. KBC Group NV boosted its stake in Corpay by 0.4% in the 4th quarter. KBC Group NV now owns 9,318 shares of the company’s stock worth $2,804,000 after purchasing an additional 36 shares during the period. Northwestern Mutual Wealth Management Co. boosted its stake in Corpay by 4.4% in the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 883 shares of the company’s stock worth $254,000 after purchasing an additional 37 shares during the period. Harbour Investments Inc. boosted its stake 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 purchasing an additional 39 shares during the period. Finally, Thrivent Financial for Lutherans boosted its stake in Corpay by 1.4% in the 2nd quarter. Thrivent Financial for Lutherans now owns 2,771 shares of the company’s stock worth $919,000 after purchasing an additional 39 shares during the period. Institutional investors own 98.84% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have commented on CPAY shares. Robert W. Baird cut 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. Wall Street Zen upgraded Corpay from a “hold” rating to a “buy” rating in a research note on Monday, March 23rd. Weiss Ratings upgraded Corpay from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, April 27th. Loop Capital began coverage on Corpay in a research note on Monday, May 18th. They issued a “buy” rating and a $406.00 target price for the company. Finally, Raymond James Financial reiterated an “outperform” rating and set a $361.00 price target on shares of Corpay in a research report on Thursday, March 5th. Thirteen investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $383.07.

Insider Buying and Selling

In related news, insider Armando Lins Netto sold 70,476 shares of the business’s stock in a transaction that occurred on Monday, June 15th. The stock was sold at an average price of $352.13, for a total value of $24,816,713.88. Following the completion of the sale, the insider owned 11,274 shares in the company, valued at $3,969,913.62. The trade was a 86.21% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Steven T. Stull sold 1,000 shares of the business’s stock in a transaction that occurred on Tuesday, June 2nd. The stock was sold at an average price of $360.78, for a total value of $360,780.00. Following the completion of the sale, the director owned 28,241 shares of the company’s stock, valued at $10,188,787.98. The trade was a 3.42% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 88,677 shares of company stock valued at $31,304,091 in the last 90 days. 5.19% of the stock is currently owned by corporate insiders.

Corpay Stock Performance

NYSE:CPAY opened at $360.86 on Wednesday. The business has a 50 day moving average of $333.73 and a 200 day moving average of $321.95. The company has a market capitalization of $23.59 billion, a price-to-earnings ratio of 21.60, a PEG ratio of 0.97 and a beta of 0.86. Corpay, Inc. has a 1-year low of $252.84 and a 1-year high of $367.43. The company has a debt-to-equity ratio of 1.86, a current ratio of 0.98 and a quick ratio of 0.98.

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

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.