Strs Ohio Sells 110,997 Shares of Corpay, Inc. $CPAY

Strs Ohio trimmed its position in shares of Corpay, Inc. (NYSE:CPAY) by 98.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,628 shares of the company’s stock after selling 110,997 shares during the period. Strs Ohio’s holdings in Corpay were worth $490,000 at the end of the most recent quarter.

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

Wall Street Analyst Weigh In

Several research firms have recently weighed in on CPAY. Mizuho upped their price objective on Corpay from $320.00 to $340.00 and gave the company a “neutral” rating in a research note on Friday, February 6th. Oppenheimer reiterated an “outperform” rating and issued a $388.00 price objective on shares of Corpay in a research note on Friday. UBS Group upped their price objective on Corpay from $315.00 to $380.00 and gave the company a “neutral” rating in a research note on Tuesday, February 10th. Robert W. Baird lowered their price objective on Corpay from $440.00 to $380.00 and set an “outperform” rating on the stock in a research note on Tuesday, March 31st. Finally, Morgan Stanley upped 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. Eleven investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $374.75.

Insider Buying and Selling

In related news, CAO Alissa B. Vickery sold 1,701 shares of the 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 sale, the chief accounting officer directly owned 2,180 shares in the company, valued at $781,857. This represents a 43.83% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 5.19% of the stock is currently owned by company insiders.

Corpay News Roundup

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.

Corpay Trading Up 12.5%

CPAY stock opened at $343.98 on Friday. Corpay, Inc. has a 1-year low of $252.84 and a 1-year high of $361.99. The firm has a market cap of $23.41 billion, a P/E ratio of 20.59, a P/E/G ratio of 0.97 and a beta of 0.81. The business’s 50 day moving average is $310.84 and its 200-day moving average is $308.04. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 1.70.

Corpay (NYSE:CPAY) last released its quarterly earnings data on Thursday, May 7th. The company reported $5.80 earnings per share for the quarter, beating 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 company had revenue of $1.26 billion for the quarter, compared to analyst estimates of $1.21 billion. During the same period in the prior year, the company posted $4.51 EPS. The company’s 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 anticipate that Corpay, Inc. will post 24.64 earnings per share for the current fiscal year.

About Corpay

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.