UBS Group Increases Global Payments (NYSE:GPN) Price Target to $91.00

Global Payments (NYSE:GPN) had its price target lifted by investment analysts at UBS Group from $80.00 to $91.00 in a research note issued on Thursday,Benzinga reports. The brokerage currently has a “neutral” rating on the business services provider’s stock. UBS Group’s target price suggests a potential upside of 4.87% from the company’s current price.

Other research analysts have also recently issued research reports about the stock. BTIG Research restated a “neutral” rating on shares of Global Payments in a research note on Tuesday, June 9th. Deutsche Bank Aktiengesellschaft decreased their price target on Global Payments from $75.00 to $70.00 and set a “hold” rating on the stock in a report on Tuesday, June 9th. Wells Fargo & Company dropped their price objective on Global Payments from $105.00 to $95.00 and set an “overweight” rating for the company in a research note on Thursday, July 9th. Keefe, Bruyette & Woods increased their target price on Global Payments from $76.00 to $95.00 and gave the stock a “market perform” rating in a research report on Thursday. Finally, Argus set a $110.00 target price on Global Payments and gave the company a “buy” rating in a research note on Thursday. Nine research analysts have rated the stock with a Buy rating, seventeen have given a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, Global Payments currently has a consensus rating of “Hold” and a consensus target price of $91.04.

Global Payments Stock Performance

Global Payments stock traded down $0.70 during midday trading on Thursday, hitting $86.78. The stock had a trading volume of 3,381,925 shares, compared to its average volume of 3,654,281. The firm’s fifty day moving average is $74.67 and its two-hundred day moving average is $72.46. The company has a market capitalization of $23.74 billion, a PE ratio of -42.56, a P/E/G ratio of 0.50 and a beta of 0.74. Global Payments has a 52-week low of $61.16 and a 52-week high of $90.85. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 0.86.

Global Payments (NYSE:GPN) last released its earnings results on Wednesday, August 5th. The business services provider reported $3.46 EPS for the quarter, topping analysts’ consensus estimates 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%. The firm’s revenue was up 68.6% compared to the same quarter last year. During the same quarter last year, the business earned $3.10 EPS. Global Payments has set its FY 2026 guidance at 13.600-13.800 EPS. On average, research analysts forecast that Global Payments will post 13.8 EPS for the current year.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the company. BI Asset Management Fondsmaeglerselskab A S increased its holdings in shares of Global Payments by 1.6% in the 4th quarter. BI Asset Management Fondsmaeglerselskab A S now owns 10,260 shares of the business services provider’s stock valued at $794,000 after acquiring an additional 163 shares during the last quarter. Southern Financial Group LLC lifted its stake in Global Payments by 5.1% during the first quarter. Southern Financial Group LLC now owns 3,651 shares of the business services provider’s stock worth $246,000 after purchasing an additional 178 shares during the last quarter. Van ECK Associates Corp lifted its stake in Global Payments by 0.6% during the third quarter. Van ECK Associates Corp now owns 30,262 shares of the business services provider’s stock worth $2,514,000 after purchasing an additional 187 shares during the last quarter. New Mexico Educational Retirement Board boosted its holdings in Global Payments by 1.8% in the fourth quarter. New Mexico Educational Retirement Board now owns 11,248 shares of the business services provider’s stock worth $871,000 after purchasing an additional 200 shares during the period. Finally, Dempze Nancy E boosted its holdings in Global Payments by 1.5% in the fourth quarter. Dempze Nancy E now owns 13,500 shares of the business services provider’s stock worth $1,045,000 after purchasing an additional 200 shares during the period. 89.76% of the stock is currently owned by institutional investors.

Key Global Payments News

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

• Positive Sentiment: Q2 earnings topped expectations: Global Payments reported adjusted EPS of $3.46, ahead of the roughly $3.44-$3.45 consensus, versus $3.10 a year earlier. Adjusted net revenue was $3.16 billion, in line with estimates, while revenue benefited from momentum in the Genius payments platform. Global Payments Q2 Earnings Beat Estimates on Genius Platform Momentum
• Positive Sentiment: Analysts raised price targets: Keefe, Bruyette & Woods increased its target from $76 to $95, while Goldman Sachs raised its target from $82 to $94. Both firms retained neutral or market-perform ratings, indicating improved valuation potential but limited conviction for significant outperformance. Analyst Price Target Updates
• Positive Sentiment: Shareholder returns continue: The board approved a quarterly dividend of $0.25 per share, payable September 25 to shareholders of record September 11. The company also said it has returned $1.2 billion to shareholders year to date. Global Payments Reports Second Quarter 2026 Results
• Neutral Sentiment: Growth remains solid but moderating: Reported revenue rose 68.6% year over year to $3.32 billion, though normalized adjusted net revenue growth was approximately 4%. Management expects full-year normalized constant-currency adjusted net revenue growth of about 4%-5%.
• Negative Sentiment: Full-year outlook was reduced: Global Payments now expects 2026 adjusted EPS of $13.60-$13.80, below the $13.84 consensus. Management also cited the Middle East conflict’s impact on travel spending, raising concerns about transaction volumes and near-term revenue growth. Global Payments Cuts Annual Forecasts

Global Payments Company Profile

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.