Corpay, Inc. $CPAY Shares Purchased by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. raised its position in Corpay, Inc. (NYSE:CPAY) by 6.2% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 147,471 shares of the company’s stock after purchasing an additional 8,613 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Corpay were worth $44,328,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. HB Wealth Management LLC lifted its stake in Corpay by 1.9% in the fourth quarter. HB Wealth Management LLC now owns 1,741 shares of the company’s stock valued at $524,000 after buying an additional 33 shares during the last quarter. KBC Group NV lifted its stake in Corpay by 0.4% in the fourth quarter. KBC Group NV now owns 9,318 shares of the company’s stock valued at $2,804,000 after buying an additional 36 shares during the last quarter. Northwestern Mutual Wealth Management Co. lifted its stake in Corpay by 4.4% in the third quarter. Northwestern Mutual Wealth Management Co. now owns 883 shares of the company’s stock valued at $254,000 after buying an additional 37 shares during the last quarter. Thrivent Financial for Lutherans lifted its stake in Corpay by 1.4% in the second quarter. Thrivent Financial for Lutherans now owns 2,771 shares of the company’s stock valued at $919,000 after buying an additional 39 shares during the last quarter. Finally, Hilltop Holdings Inc. lifted its stake in Corpay by 4.0% in the third quarter. Hilltop Holdings Inc. now owns 1,151 shares of the company’s stock valued at $332,000 after buying an additional 44 shares during the last quarter. Hedge funds and other institutional investors own 98.84% of the company’s stock.

Key Stories Impacting Corpay

Here are the key news stories impacting Corpay this week:

• Positive Sentiment: Corpay beat Q1 estimates, reporting EPS of $5.80 versus $5.50 expected and revenue of $1.26 billion versus $1.21 billion expected, helped by strong corporate payments performance. Corpay Reports First Quarter Financial Results
• Positive Sentiment: Corporate Payments revenue jumped 46% year over year and organic revenue rose 11%, signaling healthy underlying demand and execution. CPAY Q1 Earnings Beat Estimates on Corporate Payments Strength
• Positive Sentiment: Management raised 2026 guidance, with full-year EPS now expected at $26.30-$27.10 and Q2 EPS at $6.45-$6.65, both above Wall Street estimates. Corpay Reports First Quarter Financial Results
• Neutral Sentiment: Several follow-up articles and the earnings call transcript focused on the same Q1 beat and guidance raise, reinforcing the positive earnings narrative rather than adding new catalysts. Corpay, Inc. (CPAY) Q1 2026 Earnings Call Transcript
• Negative Sentiment: No major negative catalyst was highlighted in the provided articles; investor attention appears centered on the stronger-than-expected results and improved outlook.

Insider Activity at Corpay

In other news, CAO Alissa B. Vickery sold 1,701 shares of the company’s stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $358.65, for a total transaction of $610,063.65. Following the completion of the sale, the chief accounting officer owned 2,180 shares in the company, valued at $781,857. This represents a 43.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 5.19% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of brokerages have weighed in on CPAY. Oppenheimer reiterated an “outperform” rating and issued a $388.00 price objective on shares of Corpay in a research note on Friday. Morgan Stanley boosted their price objective on Corpay from $379.00 to $390.00 and gave the company an “overweight” rating in a research note on Thursday, February 5th. Cantor Fitzgerald boosted their price objective on Corpay from $385.00 to $415.00 and gave the company an “overweight” rating in a research note on Monday, February 9th. Scotiabank upgraded Corpay to a “sector outperform” rating in a research note on Monday, January 26th. Finally, Raymond James Financial reiterated an “outperform” rating and issued a $361.00 price objective on shares of Corpay in a research note on Thursday, March 5th. Eleven equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, Corpay has a consensus rating of “Moderate Buy” and an average price target of $374.75.

Corpay Price Performance

Corpay stock opened at $343.98 on Friday. Corpay, Inc. has a 12 month low of $252.84 and a 12 month high of $361.99. The company has a debt-to-equity ratio of 1.70, a current ratio of 0.98 and a quick ratio of 0.98. The business has a 50 day simple moving average of $310.84 and a 200-day simple moving average of $308.04. The stock has a market capitalization of $23.41 billion, a PE ratio of 20.59, a price-to-earnings-growth ratio of 0.86 and a beta of 0.81.

Corpay (NYSE:CPAY) last released its quarterly earnings results on Thursday, May 7th. The company reported $5.80 EPS for the quarter, topping the consensus estimate of $5.50 by $0.30. Corpay had a return on equity of 37.60% and a net margin of 24.60%.The business had revenue of $1.26 billion during the quarter, compared to analysts’ expectations of $1.21 billion. During the same quarter in the prior year, the business earned $4.51 earnings per share. The company’s quarterly revenue was up 25.4% compared to the same quarter last year. Corpay has set its FY 2026 guidance at 26.300-27.100 EPS and its Q2 2026 guidance at 6.450-6.650 EPS. Equities analysts predict that Corpay, Inc. will post 24.64 earnings per share for the current year.

Corpay Company Profile

Corpay (NYSE:CPAY) is a global payments and fintech company that provides businesses with tools to manage, move and optimize corporate spend. The company focuses on commercial payments, foreign exchange and cross-border transactions, aiming to simplify treasury operations and reduce friction in business-to-business payments through technology-driven solutions.

Its product offering includes payment processing and accounts payable automation, corporate and virtual card programs, expense management tools, and foreign-exchange hedging and execution services for international payments.