Corpay, Inc $CPAY Position Lifted by Radnor Capital Management LLC

Radnor Capital Management LLC grew its holdings in shares of Corpay, Inc (NYSE:CPAY) by 14.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 11,355 shares of the corporate payments company’s stock after acquiring an additional 1,470 shares during the period. Radnor Capital Management LLC’s holdings in Corpay were worth $4,362,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently modified their holdings of the company. Signaturefd LLC increased its stake in shares of Corpay by 172.9% in the 3rd quarter. Signaturefd LLC now owns 1,542 shares of the corporate payments company’s stock worth $569,000 after purchasing an additional 977 shares in the last quarter. Citizens Financial Group Inc. RI raised its holdings in Corpay by 1,373.1% in the 3rd quarter. Citizens Financial Group Inc. RI now owns 15,350 shares of the corporate payments company’s stock worth $5,521,000 after purchasing an additional 14,308 shares during the period. Sowell Financial Services LLC bought a new position in Corpay in the 3rd quarter worth $373,000. Kendall Capital Management lifted its position in Corpay by 0.9% during the third quarter. Kendall Capital Management now owns 4,460 shares of the corporate payments company’s stock valued at $1,733,000 after purchasing an additional 40 shares in the last quarter. Finally, Evergreen Capital Management LLC lifted its position in Corpay by 146.7% during the third quarter. Evergreen Capital Management LLC now owns 2,129 shares of the corporate payments company’s stock valued at $787,000 after purchasing an additional 1,266 shares in the last quarter. Institutional investors own 98.84% of the company’s stock.

Corpay Stock Performance

Shares of NYSE CPAY opened at $408.95 on Friday. The firm has a fifty day moving average price of $404.60 and a 200-day moving average price of $372.37. The company has a debt-to-equity ratio of 1.70, a current ratio of 0.97 and a quick ratio of 0.97. The stock has a market cap of $26.85 billion, a PE ratio of 24.89, a price-to-earnings-growth ratio of 1.12 and a beta of 0.89. Corpay, Inc has a 1 year low of $252.84 and a 1 year high of $427.46.

Corpay (NYSE:CPAY) last announced its quarterly earnings data on Wednesday, August 5th. The corporate payments company reported $7.00 EPS for the quarter, beating the consensus estimate of $6.58 by $0.42. The firm had revenue of $1.34 billion for the quarter, compared to the consensus estimate of $1.30 billion. Corpay had a net margin of 22.72% and a return on equity of 42.18%. The company’s revenue was up 21.5% on a year-over-year basis. During the same period last year, the firm earned $5.13 EPS. Corpay has set its Q3 2026 guidance at 7.050-7.250 EPS and its FY 2026 guidance at 27.150-27.550 EPS. Equities analysts anticipate that Corpay, Inc will post 25.79 earnings per share for the current fiscal year.

Insider Transactions at Corpay

In other news, CEO Ronald Clarke sold 119,486 shares of the business’s stock in a transaction dated Tuesday, August 25th. The stock was sold at an average price of $412.40, for a total value of $49,276,026.40. Following the transaction, the chief executive officer directly owned 2,354,330 shares in the company, valued at $970,925,692. The trade was a 4.83% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Steven T. Stull sold 2,357 shares of the company’s stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $413.62, for a total value of $974,902.34. Following the completion of the transaction, the director directly owned 21,241 shares of the company’s stock, valued at approximately $8,785,702.42. This trade represents a 9.99% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 220,860 shares of company stock worth $91,395,514. Insiders own 5.19% of the company’s stock.

Analysts Set New Price Targets

CPAY has been the subject of several recent research reports. Royal Bank Of Canada boosted their price target on Corpay from $423.00 to $438.00 and gave the company a “sector perform” rating in a report on Monday, August 31st. Keefe, Bruyette & Woods raised their price objective on Corpay from $400.00 to $470.00 and gave the stock an “outperform” rating in a research note on Thursday, August 6th. UBS Group raised their price objective on Corpay from $385.00 to $415.00 and gave the stock a “neutral” rating in a research note on Thursday, August 6th. JPMorgan Chase & Co. lifted their price objective on Corpay from $400.00 to $470.00 and gave the company an “overweight” rating in a research report on Thursday, August 6th. Finally, Raymond James Financial reiterated an “outperform” rating and set a $442.00 price objective on shares of Corpay in a research note on Thursday, August 6th. Twelve analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $438.93.

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.