Corpay, Inc. (NYSE:CPAY) Receives $373.92 Consensus Price Target from Analysts

Shares of Corpay, Inc. (NYSE:CPAY) have earned an average rating of “Moderate Buy” from the fourteen ratings firms that are presently covering the firm, MarketBeat reports. Three research analysts have rated the stock with a hold recommendation and eleven have issued a buy recommendation on the company. The average twelve-month price target among brokerages that have covered the stock in the last year is $374.75.

A number of equities research analysts have recently issued reports on the stock. Oppenheimer reissued an “outperform” rating and issued a $388.00 price target on shares of Corpay in a report on Friday. Robert W. Baird lowered their price target on shares of Corpay from $440.00 to $380.00 and set an “outperform” rating on the stock in a report on Tuesday, March 31st. Scotiabank raised shares of Corpay to a “sector outperform” rating in a report on Monday, January 26th. JPMorgan Chase & Co. increased their price target on shares of Corpay from $350.00 to $390.00 and gave the stock an “overweight” rating in a report on Thursday, February 5th. Finally, Morgan Stanley increased their price target on shares of Corpay from $379.00 to $390.00 and gave the stock an “overweight” rating in a report on Thursday, February 5th.

Corpay Trading Up 12.5%

Shares of Corpay stock opened at $343.98 on Monday. Corpay has a 12-month low of $252.84 and a 12-month high of $361.99. The company has a market cap of $23.41 billion, a price-to-earnings ratio of 20.59, a PEG ratio of 0.86 and a beta of 0.81. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 1.70. The company’s 50-day moving average price is $310.84 and its 200-day moving average price is $308.04.

Corpay (NYSE:CPAY) last announced its quarterly earnings results on Thursday, May 7th. The company reported $5.80 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.50 by $0.30. Corpay had a net margin of 24.60% and a return on equity of 37.60%. The firm had revenue of $1.26 billion for the quarter, compared to the consensus estimate of $1.21 billion. During the same period in the prior year, the firm posted $4.51 earnings per share. The company’s revenue for the quarter was up 25.4% on a year-over-year basis. 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, equities analysts expect that Corpay will post 24.64 earnings per share for the current fiscal year.

Key Headlines Impacting Corpay

Here are the key news stories impacting Corpay this week:

• Positive Sentiment: Corpay beat Q1 estimates, reporting EPS of $5.80 versus $5.50 expected and revenue of $1.26 billion versus $1.21 billion expected, helped by strong corporate payments performance. Corpay Reports First Quarter Financial Results
• Positive Sentiment: Corporate Payments revenue jumped 46% year over year and organic revenue rose 11%, signaling healthy underlying demand and execution. CPAY Q1 Earnings Beat Estimates on Corporate Payments Strength
• Positive Sentiment: Management raised 2026 guidance, with full-year EPS now expected at $26.30-$27.10 and Q2 EPS at $6.45-$6.65, both above Wall Street estimates. Corpay Reports First Quarter Financial Results
• Neutral Sentiment: Several follow-up articles and the earnings call transcript focused on the same Q1 beat and guidance raise, reinforcing the positive earnings narrative rather than adding new catalysts. Corpay, Inc. (CPAY) Q1 2026 Earnings Call Transcript
• Negative Sentiment: No major negative catalyst was highlighted in the provided articles; investor attention appears centered on the stronger-than-expected results and improved outlook.

Insider Activity

In related news, CAO Alissa B. Vickery sold 1,701 shares of the firm’s stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $358.65, for a total value of $610,063.65. Following the sale, the chief accounting officer directly owned 2,180 shares of the company’s stock, valued at $781,857. This trade represents a 43.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Insiders own 5.19% of the company’s stock.

Institutional Investors Weigh In On Corpay

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. PNC Financial Services Group Inc. raised its stake in Corpay by 26.2% in the first quarter. PNC Financial Services Group Inc. now owns 9,449 shares of the company’s stock valued at $2,750,000 after purchasing an additional 1,963 shares in the last quarter. Meeder Advisory Services Inc. raised its stake in Corpay by 3.3% in the first quarter. Meeder Advisory Services Inc. now owns 1,597 shares of the company’s stock valued at $465,000 after purchasing an additional 51 shares in the last quarter. Dimensional Fund Advisors LP raised its stake in Corpay by 3.1% in the first quarter. Dimensional Fund Advisors LP now owns 782,500 shares of the company’s stock valued at $227,695,000 after purchasing an additional 23,646 shares in the last quarter. SEB Asset Management AB purchased a new stake in Corpay in the first quarter valued at approximately $4,328,000. Finally, Swiss National Bank raised its stake in Corpay by 6.1% in the first quarter. Swiss National Bank now owns 195,040 shares of the company’s stock valued at $56,755,000 after purchasing an additional 11,240 shares in the last quarter. 98.84% of the stock is owned by hedge funds and other institutional investors.

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.