Global Payments (NYSE:GPN) Given New $95.00 Price Target at Keefe, Bruyette & Woods

Global Payments (NYSE:GPN) had its price objective upped by Keefe, Bruyette & Woods from $76.00 to $95.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The firm currently has a “market perform” rating on the business services provider’s stock. Keefe, Bruyette & Woods’ target price suggests a potential upside of 8.54% from the company’s previous close.

Several other research analysts also recently weighed in on the stock. UBS Group restated a “neutral” rating and set a $80.00 price objective on shares of Global Payments in a report on Thursday, May 7th. Susquehanna set a $111.00 price objective on Global Payments and gave the company a “positive” rating in a research note on Wednesday, June 3rd. Morgan Stanley started coverage on shares of Global Payments in a research note on Monday, June 22nd. They issued an “equal weight” rating and a $65.00 price objective for the company. BNP Paribas Exane dropped their target price on shares of Global Payments from $64.00 to $60.00 and set an “underperform” rating on the stock in a research report on Friday, April 10th. Finally, Wolfe Research raised Global Payments from a “peer perform” rating to an “outperform” rating and set a $110.00 target price for the company in a report on Thursday. Five research analysts have rated the stock with a Buy rating, nineteen have assigned a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $86.40.

Global Payments Stock Down 0.8%

NYSE:GPN opened at $87.53 on Thursday. The firm’s 50 day simple moving average is $74.67 and its 200 day simple moving average is $72.46. The company has a debt-to-equity ratio of 0.86, a current ratio of 0.79 and a quick ratio of 0.79. Global Payments has a one year low of $61.16 and a one year high of $90.85. The company has a market cap of $23.94 billion, a PE ratio of -42.90, a P/E/G ratio of 0.50 and a beta of 0.74.

Global Payments (NYSE:GPN) last issued its quarterly earnings data on Wednesday, August 5th. The business services provider reported $3.46 earnings per share for the quarter, topping the consensus estimate of $3.44 by $0.02. The company had revenue of $3.16 billion for the quarter, compared to analysts’ expectations of $3.16 billion. Global Payments had a negative net margin of 7.99% and a positive return on equity of 13.11%. Global Payments’s revenue for the quarter was up 68.6% on a year-over-year basis. During the same quarter in the previous year, the firm posted $3.10 earnings per share. Global Payments has set its FY 2026 guidance at 13.600-13.800 EPS. On average, research analysts anticipate that Global Payments will post 13.8 earnings per share for the current year.

Institutional Investors Weigh In On Global Payments

A number of hedge funds and other institutional investors have recently bought and sold shares of GPN. Westpac Banking Corp raised its holdings in shares of Global Payments by 5,795.1% during the 4th quarter. Westpac Banking Corp now owns 57,182 shares of the business services provider’s stock valued at $4,426,000 after buying an additional 56,212 shares in the last quarter. Gtcr LLC purchased a new position in shares of Global Payments in the first quarter worth about $2,911,939,000. LSV Asset Management lifted its stake in shares of Global Payments by 30.8% in the 4th quarter. LSV Asset Management now owns 448,100 shares of the business services provider’s stock valued at $34,683,000 after acquiring an additional 105,500 shares during the last quarter. Pzena Investment Management LLC grew its position in Global Payments by 4.6% during the 4th quarter. Pzena Investment Management LLC now owns 11,409,697 shares of the business services provider’s stock worth $883,111,000 after acquiring an additional 500,887 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership increased its stake in Global Payments by 18.9% in the 4th quarter. Arrowstreet Capital Limited Partnership now owns 1,431,107 shares of the business services provider’s stock worth $110,768,000 after purchasing an additional 227,317 shares during the period. Institutional investors own 89.76% of the company’s stock.

Global Payments News Roundup

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

• Positive Sentiment: Earnings beat and Genius momentum: Global Payments reported adjusted EPS of $3.46, up from $3.10 a year earlier. Management highlighted continued adoption of its Genius payments platform as a contributor to earnings performance. Global Payments Q2 Earnings Beat Estimates on Genius Platform Momentum
• Positive Sentiment: Shareholder returns remain substantial: The board approved a quarterly dividend of $0.25 per share, payable September 25 to shareholders of record September 11. Global Payments also said it has returned approximately $1.2 billion of capital to shareholders year to date.
• Neutral Sentiment: Revenue growth was strong but largely acquisition-related: Reported GAAP revenue rose 68.6% year over year to $3.32 billion, while normalized adjusted net revenue growth was approximately 4%. This indicates solid underlying growth but also highlights the importance of separating reported growth from organic performance. Global Payments Reports Second Quarter 2026 Results
• Negative Sentiment: Full-year guidance came in below expectations: Global Payments now expects fiscal 2026 adjusted EPS of $13.60-$13.80, below the $13.84 analyst consensus. The company projects normalized constant-currency adjusted net revenue growth of roughly 4%-5% and cited Middle East-related pressure on travel spending. Global Payments cuts annual forecasts as Middle East conflict hits travel spending

About Global Payments

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.