Global Payments (NYSE:GPN) Price Target Raised to $105.00 at Wells Fargo & Company

Global Payments (NYSE:GPN) had its price target upped by Wells Fargo & Company from $103.00 to $105.00 in a research note published on Thursday,Benzinga reports. They currently have an overweight rating on the business services provider’s stock.

Other analysts also recently issued research reports about the stock. Jefferies Financial Group decreased their price target on shares of Global Payments from $85.00 to $75.00 and set a “hold” rating for the company in a research report on Monday, November 24th. Rothschild & Co Redburn raised their price objective on shares of Global Payments from $65.00 to $70.00 and gave the stock a “sell” rating in a report on Wednesday, December 3rd. TD Cowen reissued a “hold” rating on shares of Global Payments in a research report on Thursday. Truist Financial set a $85.00 price target on shares of Global Payments in a research report on Tuesday, January 20th. Finally, Deutsche Bank Aktiengesellschaft assumed coverage on Global Payments in a research note on Wednesday, January 14th. They issued a “hold” rating and a $80.00 price target for the company. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, fifteen have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, Global Payments presently has a consensus rating of “Hold” and a consensus price target of $91.14.

Global Payments Stock Up 2.1%

Shares of GPN stock traded up $1.65 during trading hours on Thursday, reaching $81.90. The company had a trading volume of 467,107 shares, compared to its average volume of 3,671,092. The company has a market capitalization of $19.39 billion, a P/E ratio of 14.17, a price-to-earnings-growth ratio of 0.53 and a beta of 0.76. The company has a debt-to-equity ratio of 0.83, a quick ratio of 0.85 and a current ratio of 1.69. Global Payments has a twelve month low of $65.93 and a twelve month high of $106.26. The stock’s fifty day simple moving average is $76.01 and its 200 day simple moving average is $80.41.

Global Payments (NYSE:GPN) last released its quarterly earnings results on Wednesday, February 18th. The business services provider reported $3.18 earnings per share for the quarter, topping analysts’ consensus estimates of $3.16 by $0.02. Global Payments had a return on equity of 12.72% and a net margin of 16.92%.The firm had revenue of $2.32 billion during the quarter, compared to analysts’ expectations of $2.32 billion. During the same quarter in the prior year, the business earned $2.85 EPS. Global Payments’s quarterly revenue was up 1.4% compared to the same quarter last year. Global Payments has set its FY 2026 guidance at 13.800-14.000 EPS. As a group, sell-side analysts expect that Global Payments will post 11.89 earnings per share for the current fiscal year.

Global Payments Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, March 30th. Stockholders of record on Monday, March 9th will be given a dividend of $0.25 per share. The ex-dividend date is Monday, March 9th. This represents a $1.00 annualized dividend and a dividend yield of 1.2%. Global Payments’s dividend payout ratio is currently 14.04%.

Insider Activity at Global Payments

In related news, EVP David M. Sheffield sold 2,016 shares of the business’s stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $81.41, for a total transaction of $164,122.56. Following the sale, the executive vice president owned 14,438 shares of the company’s stock, valued at $1,175,397.58. The trade was a 12.25% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider David Lawrence Green sold 11,600 shares of the business’s stock in a transaction on Wednesday, December 3rd. The stock was sold at an average price of $79.99, for a total value of $927,884.00. Following the completion of the sale, the insider directly owned 68,096 shares in the company, valued at $5,446,999.04. This represents a 14.56% decrease in their position. The disclosure for this sale is available in the SEC filing. 1.01% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Global Payments

Several hedge funds have recently modified their holdings of GPN. Vanguard Group Inc. raised its stake in Global Payments by 0.6% during the 3rd quarter. Vanguard Group Inc. now owns 23,542,460 shares of the business services provider’s stock valued at $1,955,908,000 after purchasing an additional 149,441 shares during the period. Pzena Investment Management LLC raised its position in Global Payments by 4.6% during the fourth quarter. Pzena Investment Management LLC now owns 11,409,697 shares of the business services provider’s stock valued at $883,111,000 after buying an additional 500,887 shares during the period. Ameriprise Financial Inc. raised its position in Global Payments by 7.3% during the third quarter. Ameriprise Financial Inc. now owns 7,349,876 shares of the business services provider’s stock valued at $610,633,000 after buying an additional 499,695 shares during the period. Glenview Capital Management LLC lifted its stake in Global Payments by 13.8% in the 2nd quarter. Glenview Capital Management LLC now owns 4,316,892 shares of the business services provider’s stock worth $345,524,000 after acquiring an additional 523,209 shares in the last quarter. Finally, Norges Bank acquired a new stake in Global Payments during the 4th quarter worth about $276,014,000. 89.76% of the stock is owned by hedge funds and other institutional investors.

Global Payments News Summary

Here are the key news stories impacting Global Payments this week:

• Positive Sentiment: Q4 EPS slightly topped estimates and management gave robust FY‑2026 guidance (EPS $13.80–$14.00), a lead catalyst for the jump in the stock. Why Global Payments Stock Blasted Nearly 17% Higher on Wednesday
• Positive Sentiment: Board approved a $2.5B share buyback (including accelerated repurchases) and declared a quarterly dividend — clear shareholder-return actions that support the rally. Global Payments Issues Strong Profit Outlook, Unveils $2.5 Billion Stock Buyback
• Positive Sentiment: Analysts are lifting targets and revising ratings — most notably Wells Fargo raised its target to $105 (overweight), which helps sentiment and gives upside expectations. Benzinga
• Positive Sentiment: Technical momentum: GPN has pushed above its 20-, 50- and 200-day moving averages, attracting momentum and technical buyers. Global Payments Recently Broke Out Above the 20-Day Moving Average
• Neutral Sentiment: Q4 results were mixed: adjusted EPS beat narrowly but revenue essentially met/was flat year-over-year and costs remain elevated — fundamentals supportive but not uniformly strong. Global Payments Q4 Earnings Meet Estimates
• Neutral Sentiment: Market reaction already baked in much of the near-term upside (strong guidance + buyback), so further gains depend on execution and margin improvement over 2026. Result Reaction Underpins Low Expectations Thesis
• Negative Sentiment: Unusual put-option buying was observed (large increase vs. average), which could signal hedging or a subset of traders betting on near-term weakness. (Trading report)
• Negative Sentiment: Some analysts remain cautious (e.g., UBS maintained a Hold), noting the outlook is conservative and medium-term upside depends on Worldpay integration and cost control. Global Payments: Conservative 2026 Outlook Offsetting Medium-Term Upside
• Negative Sentiment: Revenue growth was modest and higher operating costs were highlighted on the call — miss any future execution targets and the stock could give back gains. Global Payments’ shares surge on quarterly profit rise, strong annual forecast

Global Payments Company Profile

Global Payments Inc (NYSE: GPN) is a worldwide provider of payment technology and software solutions that enables commerce for merchants, issuers and enterprises. The company develops and operates payment processing networks, point-of-sale systems and cloud-based software that facilitate electronic transactions across in-store, online and mobile channels. Its services span merchant acquiring, payment gateway services, omnichannel commerce platforms, and solutions for recurring and subscription billing.

Global Payments offers a range of products and services including integrated payment terminals and point-of-sale software, e-commerce and gateway technologies, fraud prevention and tokenization tools, and business analytics and reporting.