Corpay (NYSE:CPAY) Releases Q3 2026 Earnings Guidance

Corpay (NYSE:CPAY) issued an update on its third quarter 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 7.050-7.250 for the period, compared to the consensus EPS estimate of 6.960. The company issued revenue guidance of $1.4 billion-$1.4 billion, compared to the consensus revenue estimate of $1.3 billion. Corpay also updated its FY 2026 guidance to 27.150-27.550 EPS.

Analysts Set New Price Targets

Several research firms recently issued reports on CPAY. Wolfe Research reissued an “outperform” rating and issued a $475.00 target price on shares of Corpay in a research report on Thursday. Keefe, Bruyette & Woods lifted their price objective on shares of Corpay from $400.00 to $470.00 and gave the company an “outperform” rating in a research note on Thursday. Loop Capital started coverage on shares of Corpay in a report on Monday, May 18th. They issued a “buy” rating and a $406.00 price objective on the stock. Royal Bank Of Canada increased their price objective on shares of Corpay from $363.00 to $423.00 and gave the stock a “sector perform” rating in a research note on Thursday. Finally, UBS Group raised their target price on shares of Corpay from $385.00 to $415.00 and gave the stock a “neutral” rating in a report on Thursday. Twelve analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $418.00.

Corpay Trading Up 1.3%

Corpay stock opened at $399.55 on Friday. The firm has a market cap of $26.12 billion, a PE ratio of 24.32, a P/E/G ratio of 1.07 and a beta of 0.87. Corpay has a 12 month low of $252.84 and a 12 month high of $405.95. The stock’s 50 day simple moving average is $357.37 and its two-hundred day simple moving average is $338.17. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 1.86.

Corpay (NYSE:CPAY) last posted its earnings results on Wednesday, August 5th. The corporate payments company reported $7.00 earnings per share for the quarter, beating the consensus estimate of $6.58 by $0.42. Corpay had a net margin of 22.72% and a return on equity of 41.42%. The firm had revenue of $1.34 billion during the quarter, compared to analyst estimates of $1.30 billion. During the same period in the previous year, the firm earned $5.13 EPS. The business’s quarterly revenue was up 21.5% on a year-over-year basis. Corpay has set its Q3 2026 guidance at 7.050-7.250 EPS and its FY 2026 guidance at 27.150-27.550 EPS. Analysts anticipate that Corpay will post 25.49 earnings per share for the current year.

Insider Transactions at Corpay

In related news, insider Armando Lins Netto sold 70,476 shares of Corpay stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $352.13, for a total value of $24,816,713.88. Following the completion of the transaction, the insider owned 11,274 shares in the company, valued at $3,969,913.62. The trade was a 86.21% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Steven T. Stull sold 1,000 shares of the stock in a transaction that occurred on Tuesday, June 2nd. The stock was sold at an average price of $360.78, for a total value of $360,780.00. Following the transaction, the director owned 28,241 shares in the company, valued at $10,188,787.98. This represents a 3.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 88,677 shares of company stock worth $31,304,091 over the last 90 days. Insiders own 5.19% of the company’s stock.

Institutional Trading of Corpay

Several large investors have recently bought and sold shares of CPAY. Integrated Wealth Concepts LLC purchased a new stake in shares of Corpay in the first quarter valued at approximately $207,000. Woodline Partners LP boosted its stake in Corpay by 39.3% during the first quarter. Woodline Partners LP now owns 5,890 shares of the corporate payments company’s stock worth $2,054,000 after buying an additional 1,661 shares during the last quarter. Intech Investment Management LLC grew its holdings in Corpay by 30.4% in the 1st quarter. Intech Investment Management LLC now owns 3,341 shares of the corporate payments company’s stock valued at $1,165,000 after buying an additional 778 shares in the last quarter. Marshall Wace LLP grew its holdings in Corpay by 128.6% in the 2nd quarter. Marshall Wace LLP now owns 1,600 shares of the corporate payments company’s stock valued at $531,000 after buying an additional 900 shares in the last quarter. Finally, Brown Advisory Inc. increased its stake in shares of Corpay by 16.0% in the 2nd quarter. Brown Advisory Inc. now owns 1,670 shares of the corporate payments company’s stock worth $554,000 after acquiring an additional 230 shares during the last quarter. Hedge funds and other institutional investors own 98.84% of the company’s stock.

Corpay Company Profile

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.