Vantage Investment Partners LLC Has $37.67 Million Position in Corpay, Inc. $CPAY

Vantage Investment Partners LLC raised its holdings in Corpay, Inc. (NYSE:CPAY) by 9.6% during the third quarter, Holdings Channel.com reports. The fund owned 130,769 shares of the company’s stock after purchasing an additional 11,497 shares during the period. Corpay comprises about 2.6% of Vantage Investment Partners LLC’s holdings, making the stock its 19th largest holding. Vantage Investment Partners LLC’s holdings in Corpay were worth $37,669,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in CPAY. Norges Bank acquired a new position in shares of Corpay in the 2nd quarter valued at $266,246,000. Vanguard Group Inc. increased its holdings in Corpay by 3.2% in the second quarter. Vanguard Group Inc. now owns 8,124,437 shares of the company’s stock valued at $2,695,851,000 after purchasing an additional 251,651 shares during the last quarter. Boston Partners increased its holdings in Corpay by 5.8% in the second quarter. Boston Partners now owns 2,289,271 shares of the company’s stock valued at $758,536,000 after purchasing an additional 125,331 shares during the last quarter. Orbis Allan Gray Ltd lifted its stake in Corpay by 3.3% in the second quarter. Orbis Allan Gray Ltd now owns 3,855,589 shares of the company’s stock valued at $1,279,362,000 after buying an additional 124,368 shares during the period. Finally, Invesco Ltd. boosted its holdings in Corpay by 4.4% during the second quarter. Invesco Ltd. now owns 1,978,930 shares of the company’s stock worth $656,649,000 after buying an additional 84,198 shares during the last quarter. Institutional investors own 98.84% of the company’s stock.

Corpay Stock Up 3.3%

Corpay stock opened at $327.05 on Friday. The company has a 50 day moving average of $306.40 and a 200-day moving average of $305.70. The company has a quick ratio of 1.13, a current ratio of 1.13 and a debt-to-equity ratio of 1.41. Corpay, Inc. has a twelve month low of $252.84 and a twelve month high of $400.81. The stock has a market capitalization of $22.88 billion, a PE ratio of 22.20, a price-to-earnings-growth ratio of 0.97 and a beta of 0.84.

Corpay (NYSE:CPAY) last issued its quarterly earnings data on Wednesday, November 5th. The company reported $5.70 EPS for the quarter, topping analysts’ consensus estimates of $5.63 by $0.07. The business had revenue of $1.17 billion for the quarter, compared to analyst estimates of $1.16 billion. Corpay had a net margin of 24.37% and a return on equity of 37.83%. The firm’s quarterly revenue was up 13.9% on a year-over-year basis. During the same period last year, the business posted $5.00 earnings per share. Corpay has set its Q4 2025 guidance at 4.600-4.800 EPS. On average, equities research analysts anticipate that Corpay, Inc. will post 19.76 EPS for the current fiscal year.

Insider Buying and Selling at Corpay

In other news, Director Steven T. Stull acquired 8,000 shares of the firm’s stock in a transaction that occurred on Friday, December 12th. The stock was acquired at an average cost of $314.98 per share, for a total transaction of $2,519,840.00. Following the completion of the acquisition, the director owned 29,241 shares in the company, valued at $9,210,330.18. This represents a 37.66% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. 5.04% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on the stock. Royal Bank Of Canada increased their price target on shares of Corpay from $336.00 to $344.00 and gave the company a “sector perform” rating in a research report on Thursday, November 6th. Jefferies Financial Group reaffirmed a “buy” rating on shares of Corpay in a research note on Monday, November 3rd. Keefe, Bruyette & Woods cut their target price on shares of Corpay from $445.00 to $400.00 and set an “outperform” rating on the stock in a report on Wednesday, October 1st. Weiss Ratings reissued a “hold (c+)” rating on shares of Corpay in a report on Monday, December 29th. Finally, Williams Trading set a $300.00 price objective on shares of Corpay in a research report on Monday, November 3rd. Seven research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $366.25.

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.