Corpay, Inc $CPAY Stock: Robeco Institutional Asset Management B.V. Raises Position

Robeco Institutional Asset Management B.V. boosted its position in shares of Corpay, Inc (NYSE:CPAY) by 5,288.3% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 42,514 shares of the corporate payments company’s stock after acquiring an additional 41,725 shares during the period. Robeco Institutional Asset Management B.V.’s holdings in Corpay were worth $15,122,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the company. Prime Capital Investment Advisors LLC purchased a new stake in shares of Corpay during the 3rd quarter worth $220,000. Sumitomo Mitsui DS Asset Management Company Ltd increased its holdings in Corpay by 13.8% in the third quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 9,922 shares of the corporate payments company’s stock valued at $3,815,000 after buying an additional 1,207 shares during the last quarter. Fairvoy Private Wealth LLC purchased a new position in Corpay in the third quarter valued at $201,000. Banque Pictet & Cie SA acquired a new stake in Corpay in the third quarter valued at $296,000. Finally, CX Institutional raised its stake in Corpay by 15.2% in the third quarter. CX Institutional now owns 1,059 shares of the corporate payments company’s stock valued at $412,000 after buying an additional 140 shares in the last quarter. 98.84% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

CPAY has been the subject of a number of recent analyst reports. Royal Bank Of Canada lifted their price target on Corpay from $423.00 to $438.00 and gave the stock a “sector perform” rating in a report on Monday, August 31st. Keefe, Bruyette & Woods increased their price objective on Corpay from $400.00 to $470.00 and gave the company an “outperform” rating in a report on Thursday, August 6th. Weiss Ratings upgraded Corpay from a “buy (b-)” rating to a “buy (b)” rating in a report on Thursday, October 8th. Wall Street Zen lowered Corpay from a “buy” rating to a “hold” rating in a research report on Saturday. Finally, UBS Group boosted their target price on Corpay from $385.00 to $415.00 and gave the stock a “neutral” rating in a research note on Thursday, August 6th. Twelve equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $438.93.

Corpay Stock Down 1.5%

Shares of NYSE:CPAY opened at $408.95 on Friday. The firm has a 50 day simple moving average of $404.60 and a 200-day simple moving average of $371.95. Corpay, Inc has a twelve month low of $252.84 and a twelve month high of $427.46. The company has a current ratio of 0.97, a quick ratio of 0.97 and a debt-to-equity ratio of 1.70. The company has a market capitalization of $26.85 billion, a PE ratio of 24.89, a P/E/G ratio of 1.14 and a beta of 0.89.

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

Insiders Place Their Bets

In other Corpay news, CEO Ronald Clarke sold 119,486 shares of the company’s stock in a transaction on Tuesday, August 25th. The shares were sold at an average price of $412.40, for a total value of $49,276,026.40. Following the completion of the transaction, the chief executive officer owned 2,354,330 shares in the company, valued at $970,925,692. This represents a 4.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Steven Stull sold 2,357 shares of the company’s stock in a transaction on Thursday, August 20th. The shares were sold at an average price of $413.62, for a total transaction of $974,902.34. Following the completion of the transaction, the director owned 21,241 shares of the company’s stock, valued at $8,785,702.42. This 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 sold 220,860 shares of company stock valued at $91,395,514. 5.19% of the stock is owned by corporate insiders.

Corpay Profile

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.