Clifford Swan Investment Counsel LLC Increases Stake in Corpay, Inc. $CPAY

Clifford Swan Investment Counsel LLC grew its position in shares of Corpay, Inc. (NYSE:CPAY) by 43.2% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 45,554 shares of the company’s stock after buying an additional 13,749 shares during the quarter. Clifford Swan Investment Counsel LLC’s holdings in Corpay were worth $13,709,000 as of its most recent filing with the SEC.

Other large investors also recently bought and sold shares of the company. Leonteq Securities AG purchased a new position in Corpay during the 4th quarter worth $27,000. BOKF NA raised its position in Corpay by 4,700.0% during the 3rd quarter. BOKF NA now owns 96 shares of the company’s stock worth $28,000 after buying an additional 94 shares during the last quarter. Torren Management LLC purchased a new position in Corpay during the 4th quarter worth $29,000. Rothschild Investment LLC raised its position in Corpay by 202.1% during the 4th quarter. Rothschild Investment LLC now owns 145 shares of the company’s stock worth $44,000 after buying an additional 97 shares during the last quarter. Finally, Harbour Investments Inc. raised its position in Corpay by 35.5% during the 4th quarter. Harbour Investments Inc. now owns 149 shares of the company’s stock worth $45,000 after buying an additional 39 shares during the last quarter. Hedge funds and other institutional investors own 98.84% of the company’s stock.

Corpay Stock Performance

Shares of CPAY opened at $356.99 on Friday. The company has a 50-day simple moving average of $323.78 and a 200-day simple moving average of $317.97. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 1.86. The company has a market capitalization of $23.33 billion, a PE ratio of 21.36, a P/E/G ratio of 0.96 and a beta of 0.86. Corpay, Inc. has a 52-week low of $252.84 and a 52-week high of $367.43.

Corpay (NYSE:CPAY) last announced its quarterly earnings results on Thursday, May 7th. The company reported $5.80 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.50 by $0.30. The business had revenue of $1.26 billion during the quarter, compared to the consensus estimate of $1.21 billion. Corpay had a net margin of 24.60% and a return on equity of 38.68%. The business’s revenue was up 25.4% compared to the same quarter last year. During the same quarter last year, the firm posted $4.51 EPS. 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 research analysts predict that Corpay, Inc. will post 25.49 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Corpay news, insider Armando Lins Netto sold 14,089 shares of the firm’s stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $356.05, for a total transaction of $5,016,388.45. Following the completion of the transaction, the insider directly owned 18,528 shares in the company, valued at approximately $6,596,894.40. This trade represents a 43.20% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. In the last ninety days, insiders have sold 17,201 shares of company stock worth $6,126,597. Company insiders own 5.19% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on CPAY shares. Wolfe Research restated an “outperform” rating and set a $450.00 price objective on shares of Corpay in a research report on Wednesday. UBS Group upped their price objective on shares of Corpay from $315.00 to $380.00 and gave the stock a “neutral” rating in a research report on Tuesday, February 10th. Royal Bank Of Canada upped their price objective on shares of Corpay from $344.00 to $363.00 and gave the stock a “sector perform” rating in a research report on Thursday, February 5th. JPMorgan Chase & Co. increased their price target on shares of Corpay from $350.00 to $390.00 and gave the company an “overweight” rating in a report on Thursday, February 5th. Finally, 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 target for the company. Thirteen equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $383.07.

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.