Corpay, Inc $CPAY Shares Bought by Yousif Capital Management LLC

Yousif Capital Management LLC raised its stake in shares of Corpay, Inc (NYSE:CPAY) by 60.5% in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 10,601 shares of the corporate payments company’s stock after buying an additional 3,997 shares during the period. Yousif Capital Management LLC’s holdings in Corpay were worth $3,985,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of CPAY. MBL Wealth LLC purchased a new stake in shares of Corpay in the third quarter worth about $249,000. Root Financial Partners LLC purchased a new position in Corpay during the third quarter valued at approximately $223,000. Investment House LLC lifted its holdings in Corpay by 230.5% in the third quarter. Investment House LLC now owns 24,555 shares of the corporate payments company’s stock valued at $8,925,000 after acquiring an additional 17,125 shares during the period. SBI Securities Co. Ltd. lifted its holdings in Corpay by 37,000.0% in the third quarter. SBI Securities Co. Ltd. now owns 371 shares of the corporate payments company’s stock valued at $132,000 after acquiring an additional 370 shares during the period. Finally, Hosking Partners LLP acquired a new position in Corpay in the third quarter valued at approximately $8,578,000. Institutional investors and hedge funds own 98.84% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on the company. JPMorgan Chase & Co. upped their price objective on Corpay from $400.00 to $470.00 and gave the stock an “overweight” rating in a research report on Thursday, August 6th. Raymond James Financial reiterated an “outperform” rating and issued a $442.00 target price on shares of Corpay in a research note on Thursday, August 6th. Cantor Fitzgerald increased their price target on shares of Corpay from $415.00 to $480.00 and gave the stock an “overweight” rating in a report on Monday, August 10th. Weiss Ratings raised shares of Corpay from a “buy (b-)” rating to a “buy (b)” rating in a report on Thursday, October 8th. Finally, Wall Street Zen lowered shares of Corpay from a “buy” rating to a “hold” rating in a research report on Saturday. Twelve analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $438.93.

Insiders Place Their Bets

In other Corpay news, Director Steven Stull sold 4,000 shares of the firm’s stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $410.66, for a total value of $1,642,640.00. Following the transaction, the director owned 23,598 shares in the company, valued at approximately $9,690,754.68. This trade represents a 14.49% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Ronald Clarke sold 119,486 shares of Corpay stock in a transaction on Tuesday, August 25th. The stock was sold at an average price of $412.40, for a total transaction of $49,276,026.40. Following the sale, the chief executive officer directly owned 2,354,330 shares in the company, valued at approximately $970,925,692. This trade represents a 4.83% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 220,860 shares of company stock worth $91,395,514 in the last 90 days. 5.19% of the stock is currently owned by insiders.

Corpay Price Performance

Shares of NYSE CPAY opened at $399.43 on Tuesday. The firm has a market cap of $26.23 billion, a PE ratio of 24.31, a PEG ratio of 1.12 and a beta of 0.89. The firm has a fifty day moving average of $404.26 and a 200 day moving average of $356.17. The company has a debt-to-equity ratio of 1.70, a quick ratio of 0.97 and a current ratio of 0.97. Corpay, Inc has a one year low of $252.84 and a one year high of $427.46.

Corpay (NYSE:CPAY) last released its earnings results on Wednesday, August 5th. The corporate payments company reported $7.00 EPS for the quarter, topping analysts’ consensus estimates of $6.58 by $0.42. The business had revenue of $1.34 billion during the quarter, compared to analysts’ expectations of $1.30 billion. Corpay had a net margin of 22.72% and a return on equity of 42.18%. The company’s quarterly revenue was up 21.5% on a year-over-year basis. During the same quarter in the previous year, the company earned $5.13 earnings per share. Corpay has set its Q3 2026 guidance at 7.050-7.250 EPS and its FY 2026 guidance at 27.150-27.550 EPS. As a group, research analysts predict that Corpay, Inc will post 25.79 EPS for the current fiscal year.

About Corpay

Corpay is a global corporate payments company that provides businesses with a range of payment and expense management solutions. Its services are designed to help organizations manage payables, card programs, travel and fleet-related expenses, and cross-border transactions more efficiently.

The company serves customers across a variety of industries and geographies, offering software and payment tools that streamline accounts payable, vendor payments, and workforce payments. Corpay also provides specialized solutions for fleet management and international payments, helping businesses control costs and simplify financial operations.

Corpay operates as part of the broader financial technology and payment processing sector.