CPAY
CORPAY, INC.
$356.11
+1.50%
$23.3B
No data for this timeframe.
Vol
Market Cap$23.3B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (82%)
Inst. Holders50 funds
Inst. Value$9.8B
Inst. Activity31 buys / 17 sells
Insider Activity0B / 5S
Insider Net $-$8.1M
SEC Reports3
Recent Activity
Jun 11, 2026
Insider
Netto Armando Lins sold 4,560 shares
GroupPresident Brazil&USVehPmt @ $351.60 ($1.6M)
Jun 5, 2026
SEC
Corpay completed the Eighteenth Amendment to its Credit Agreement, increasing its revolving credit facility by $925 mill
8-K — Impact 5/10
May 29, 2026
Insider
Netto Armando Lins sold 2,694 shares
GroupPresident Brazil&USVehPmt @ $357.02 ($961.8K)
May 28, 2026
Insider
Clarke Ronald acquired via exercise 100,000 shares
CEO & Chairman of BOD @ $150.74 ($15.1M)
May 18, 2026
dark_pool
Dark Pool: CPAY — 0.8M shares, 34,812 trades
Week starting 2026-05-18. Total ATS volume: 760,046 shares across 34,812 trades.
Apr 27, 2026
SEC
Corpay, Inc. reaffirmed its first quarter 2026 guidance during a presentation to institutional credit investors, reitera
8-K — Impact 3/10
Apr 10, 2026
SEC
CPAY has filed a definitive proxy statement (DEFA14A) for an upcoming shareholder meeting. The filing is routine and con
DEFA14A — Impact 2/10
Inst.
FMR LLC — ADD
2,696,926 shares ($784.8M)
Price Targets
$395.14
+11.0% upside
Buy
Current $356.11
Low $340.00
Median $400.00
High $450.00
14 analysts
$340.00
$450.00
Analyst Ratings
8Strong Buy
10Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 19, 2026 | Loop Capital | INITIATE | Buy |
| Mar 31, 2026 | Baird | MAINTAIN | Outperform → Outperform |
| Feb 10, 2026 | UBS | MAINTAIN | Neutral → Neutral |
| Feb 9, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight → Overweight |
| Feb 6, 2026 | Mizuho | MAINTAIN | Neutral → Neutral |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $6.57 ▲ +5.1% | $6.46 — $6.77 | 28% YoY | 15 |
| Next Q | $7.03 ▲ +1.0% | $6.80 — $7.42 | 23% YoY | 15 |
| Current FY | $26.77 ▲ +2.7% | $26.46 — $27.00 | 25% YoY | 15 |
| Next FY | $30.61 ▲ +2.5% | $29.75 — $31.53 | 14% YoY | 15 |
Latest Reports
BULLISH
8-K
5/10
Corpay completed the Eighteenth Amendment to its Credit Agreement, increasing its revolving credit facility by $925 mill
Jun 5, 2026
NEUTRAL
8-K
3/10
Corpay, Inc. reaffirmed its first quarter 2026 guidance during a presentation to institutional credit investors, reitera
Apr 27, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| Erste Asset Management GmbH | — | — |
| BlackRock, Inc. | $1.8B | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.3B | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $870.6M | — |
| STATE STREET CORP | $856.3M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 11, 2026 | Netto Armando | SELL | $1.6M |
| May 29, 2026 | Netto Armando | SELL | $961.8K |
| May 28, 2026 | Clarke Ronald | M | $15.1M |
| May 28, 2026 | Clarke Ronald | F | $24.0M |
| May 28, 2026 | Netto Armando | SELL | $5.0M |
50 institutional holders with $9.8B total value (33,755,466 shares) as of 2026-Q1. Top holders: Erste, BlackRock,, VANGUARD. Net buying activity: 31 institutions added/increased vs 17 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | Erste Asset Management GmbH | — | $0.00 | 0.0% | — |
| 2 | BlackRock, Inc. | 6,173,498 | $1.8B | 18.3% | — |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 4,427,462 | $1.3B | 13.1% | — |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2,991,891 | $870.6M | 8.9% | — |
| 5 | STATE STREET CORP | 2,942,623 | $856.3M | 8.7% | — |
| 6 | FMR LLC | 2,696,926 | $784.8M | 8.0% | ADD +30.9% |
| 7 | TIGER GLOBAL MANAGEMENT LLC | 1,752,146 | $509.9M | 5.2% | — |
| 8 | Select Equity Group, L.P. | 1,063,946 | $309.6M | 3.2% | — |
| 9 | WELLINGTON MANAGEMENT GROUP LLP | 1,024,003 | $298.0M | 3.0% | ADD +64.0% |
| 10 | Invesco Ltd. | 897,040 | $261.0M | 2.7% | TRIM -48.8% |
| 11 | DIMENSIONAL FUND ADVISORS LP | 782,500 | $227.7M | 2.3% | — |
| 12 | CITADEL ADVISORS LLC | 769,300 | $223.9M | 2.3% | — |
| 13 | MORGAN STANLEY | 686,011 | $199.6M | 2.0% | — |
| 14 | GOLDMAN SACHS GROUP INC | 594,727 | $173.1M | 1.8% | — |
| 15 | Mawer Investment Management Ltd. | 513,464 | $149.4M | 1.5% | — |
| 16 | Allianz Asset Management GmbH | 481,323 | $140.1M | 1.4% | — |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 466,014 | $135.6M | 1.4% | — |
| 18 | VANGUARD FIDUCIARY TRUST CO | 400,108 | $116.4M | 1.2% | — |
| 19 | Legal & General Group Plc | 370,978 | $108.0M | 1.1% | — |
| 20 | BANK OF AMERICA CORP /DE/ | 364,102 | $105.9M | 1.1% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | ADD | 2,059,896 | 2,696,926 | +30.9% | $784.8M | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 624,570 | 1,024,003 | +64.0% | $298.0M | 2026-Q1 |
| Invesco Ltd. | TRIM | 1,751,048 | 897,040 | -48.8% | $261.0M | 2026-Q1 |
| Swedbank AB | TRIM | 272,817 | 180,103 | -34.0% | $52.4M | 2026-Q1 |
| GLENMEDE TRUST CO NA | ADD | 57,281 | 80,048 | +39.7% | $23.3M | 2026-Q1 |
| Cerity Partners LLC | ADD | 41,062 | 69,372 | +68.9% | $20.2M | 2026-Q1 |
| DANSKE BANK A/S | ADD | 37,793 | 68,771 | +82.0% | $20.0M | 2026-Q1 |
| TD ASSET MANAGEMENT INC | TRIM | 101,669 | 67,123 | -34.0% | $19.5M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | TRIM | 95,385 | 44,855 | -53.0% | $13.1M | 2026-Q1 |
| Point72 Asset Management, L.P. | NEW | — | 42,400 | — | $12.3M | 2026-Q1 |
| FRANKLIN RESOURCES INC | DOUBLED | 18,633 | 41,199 | +121.1% | $12.0M | 2026-Q1 |
| Gotham Asset Management, LLC | TRIM | 59,602 | 35,407 | -40.6% | $10.3M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | ADD | 19,150 | 27,988 | +46.2% | $8.1M | 2026-Q1 |
| TORONTO DOMINION BANK | TRIM | 40,321 | 27,582 | -31.6% | $8.0M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 2,848 | 27,352 | +860.4% | $8.0M | 2026-Q1 |
| Tredje AP-fonden | DOUBLED | 8,877 | 26,423 | +197.7% | $7.7M | 2026-Q1 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | ADD | 13,152 | 21,892 | +66.5% | $6.4M | 2026-Q1 |
| Mariner, LLC | ADD | 13,903 | 21,840 | +57.1% | $6.4M | 2026-Q1 |
| M&T BANK CORP | NEAR_EXIT | 1,044,074 | 21,691 | -97.9% | $6.3M | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | DOUBLED | 2,946 | 18,623 | +532.1% | $5.4M | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | ADD | 9,657 | 17,601 | +82.3% | $5.1M | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC | DOUBLED | 1,225 | 14,212 | +1060.2% | $4.1M | 2026-Q1 |
| Marex Group plc | ADD | 10,001 | 14,001 | +40.0% | $4.1M | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ | TRIM | 33,294 | 13,994 | -58.0% | $4.1M | 2026-Q1 |
| ALLSTATE CORP | DOUBLED | 4,328 | 10,542 | +143.6% | $3.1M | 2026-Q1 |
15 unique insiders with 33 transactions. Net insider value: -$8.1M ($0.00 bought, $8.1M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 11, 2026 | Netto Armando Lins | GroupPresident Brazil&USVehPmt | SELL | 4,560 | $351.60 | $1.6M |
| May 29, 2026 | Netto Armando Lins | GroupPresident Brazil&USVehPmt | SELL | 2,694 | $357.02 | $961.8K |
| May 28, 2026 | Clarke Ronald | CEO & Chairman of BOD | EXERCISE | 100,000 | $150.74 | $15.1M |
| May 28, 2026 | Clarke Ronald | CEO & Chairman of BOD | TAX W/H | 68,150 | $352.37 | $24.0M |
| May 28, 2026 | Netto Armando Lins | GroupPresident Brazil&USVehPmt | SELL | 14,089 | $356.05 | $5.0M |
| May 27, 2026 | Netto Armando Lins | GroupPresident Brazil&USVehPmt | SELL | 418 | $355.08 | $148.4K |
| May 21, 2026 | Clarke Ronald | CEO & Chairman of BOD | EXERCISE | 100,000 | $150.74 | $15.1M |
| May 21, 2026 | Clarke Ronald | CEO & Chairman of BOD | TAX W/H | 68,487 | $347.46 | $23.8M |
| Apr 22, 2026 | Vickery Alissa B | Chief Accounting Officer | TAX W/H | 224 | $329.93 | $73.9K |
| Apr 22, 2026 | Vickery Alissa B | Chief Accounting Officer | AWARD | 804 | — | — |
| Mar 17, 2026 | Netto Armando Lins | GroupPresident Brazil&USVehPmt | TAX W/H | 760 | $310.22 | $235.8K |
| Mar 5, 2026 | Vickery Alissa B | Chief Accounting Officer | AWARD | 1,991 | — | — |
| Feb 24, 2026 | Throop Gerald C | Director | AWARD | 886 | — | — |
| Feb 24, 2026 | Farrelly Joseph W | Director | AWARD | 886 | — | — |
| Feb 24, 2026 | BEXIGA ANNABELLE G | Director | AWARD | 886 | — | — |
| Feb 24, 2026 | Jones Archie L Jr | Director | AWARD | 886 | — | — |
| Feb 24, 2026 | HAGERTY THOMAS M | Director | AWARD | 2,867 | — | — |
| Feb 24, 2026 | Gupta Rahul | Director | AWARD | 886 | — | — |
| Feb 24, 2026 | Sloan Jeffrey Steven | Director | AWARD | 886 | — | — |
| Feb 24, 2026 | Moddelmog Hala G | Director | AWARD | 886 | — | — |
| Feb 24, 2026 | Walker Peter | Chief Financial Officer | AWARD | 1,772 | — | — |
| Feb 24, 2026 | Walker Peter | Chief Financial Officer | AWARD | 11,467 | — | — |
| Feb 24, 2026 | King Alan | GroupPresident IntlVehiclePmts | AWARD | 1,181 | — | — |
| Feb 24, 2026 | King Alan | GroupPresident IntlVehiclePmts | AWARD | 7,645 | — | — |
| Feb 24, 2026 | Macchia Richard | Director | AWARD | 886 | — | — |
| Feb 24, 2026 | Stull Steven T | Director | AWARD | 2,867 | — | — |
| Feb 14, 2026 | King Alan | GroupPresident IntlVehiclePmts | AWARD | 683 | — | — |
| Feb 14, 2026 | King Alan | GroupPresident IntlVehiclePmts | TAX W/H | 250 | $337.12 | $84.3K |
| Feb 14, 2026 | Netto Armando Lins | GroupPresident Brazil&USVehPmt | AWARD | 925 | — | — |
| Feb 14, 2026 | Netto Armando Lins | GroupPresident Brazil&USVehPmt | TAX W/H | 411 | $337.12 | $138.6K |
| Feb 10, 2026 | Vickery Alissa B | Chief Accounting Officer | EXERCISE | 4,424 | $224.99 | $995.4K |
| Feb 10, 2026 | Vickery Alissa B | Chief Accounting Officer | TAX W/H | 3,448 | $358.91 | $1.2M |
| Feb 10, 2026 | Vickery Alissa B | Chief Accounting Officer | SELL | 976 | $358.91 | $350.3K |
3 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 3.3/10.
BULLISH
8-K
5/10
Corpay completed the Eighteenth Amendment to its Credit Agreement, increasing its revolving credit f
Jun 5, 2026
NEUTRAL
8-K
3/10
Corpay, Inc. reaffirmed its first quarter 2026 guidance during a presentation to institutional credi
Apr 27, 2026
NEUTRAL
DEFA14A
2/10
CPAY has filed a definitive proxy statement (DEFA14A) for an upcoming shareholder meeting. The filin
Apr 10, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (82% buy). Based on 22 analysts: 8 strong buy, 10 buy, 4 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$395.14 mean target
+11.0% upside
Buy (1.71)
$340.00 Low
$450.00 High
| Metric | Value |
|---|---|
| Current Price | $356.11 |
| Target Low | $340.00 |
| Target Mean | $395.14 |
| Target Median | $400.00 |
| Target High | $450.00 |
| # Analysts | 14 |
| Recommendation | Buy (1.71) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$6.57 | $6.46 | $6.77 | 28.1% | +5.1% | 1↑ 0↓ | $1.3B | 17.7% | 15 |
| Next Q 2026-09-30 |
$7.03 | $6.80 | $7.42 | 23.3% | +1.0% | 1↑ 0↓ | $1.3B | 14.9% | 15 |
| Current FY 2026-12-31 |
$26.77 | $26.46 | $27.00 | 25.2% | +2.7% | 2↑ 0↓ | $5.3B | 17.1% | 15 |
| Next FY 2027-12-31 |
$30.61 | $29.75 | $31.53 | 14.3% | +2.5% | 2↑ 0↓ | $5.8B | 9.8% | 15 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $6.570 | |
| 7d ago | $6.570 | |
| 30d ago | $6.253 | +0.317 |
| 60d ago | $6.263 | +0.307 |
| 90d ago | $6.265 | +0.305 |
9 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 2 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 19, 2026 | Loop Capital | INITIATE | — | Buy |
| Mar 31, 2026 | Baird | MAINTAIN | Outperform | Outperform |
| Feb 10, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Feb 9, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | Overweight |
| Feb 6, 2026 | Mizuho | MAINTAIN | Neutral | Neutral |
| Feb 5, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Feb 5, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| Feb 5, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Jan 27, 2026 | Cantor Fitzgerald | INITIATE | — | Overweight |
| Jan 26, 2026 | Morgan Stanley | UPGRADE | Equal-Weight | Overweight |
| Jan 12, 2026 | Oppenheimer | MAINTAIN | Outperform | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 8 | 10 | 4 | 0 | 0 | 82% | |
| May 1, 2026 | 8 | 10 | 4 | 0 | 0 | 82% | |
| Apr 1, 2026 | 8 | 10 | 4 | 0 | 0 | 82% | |
| Mar 1, 2026 | 9 | 10 | 4 | 0 | 0 | 83% | |
| Feb 1, 2026 | 8 | 10 | 4 | 0 | 0 | 82% | |
| Jan 1, 2026 | 8 | 9 | 5 | 0 | 0 | 77% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 18, 2026
dark_pool
Dark Pool: CPAY — 0.8M shares, 34,812 trades
Week starting 2026-05-18. Total ATS volume: 760,046 shares across 34,812 trades.
May 11, 2026
dark_pool
Dark Pool: CPAY — 0.7M shares, 38,443 trades
Week starting 2026-05-11. Total ATS volume: 749,908 shares across 38,443 trades.
May 7, 2026
earnings_calendar
CPAY Q1 2026 Earnings After Market Close — 2026-05-07
May 4, 2026
dark_pool
Dark Pool: CPAY — 0.9M shares, 38,985 trades
Week starting 2026-05-04. Total ATS volume: 888,589 shares across 38,985 trades.
Apr 27, 2026
dark_pool
Dark Pool: CPAY — 0.5M shares, 33,283 trades
Week starting 2026-04-27. Total ATS volume: 525,256 shares across 33,283 trades.
Apr 20, 2026
dark_pool
Dark Pool: CPAY — 0.7M shares, 30,893 trades
Week starting 2026-04-20. Total ATS volume: 689,455 shares across 30,893 trades.
Apr 13, 2026
dark_pool
Dark Pool: CPAY — 0.7M shares, 36,242 trades
Week starting 2026-04-13. Total ATS volume: 692,494 shares across 36,242 trades.
Apr 10, 2026
short_interest
FTD: CPAY — 5,211 shares ($1.6M) failed to deliver
Settlement: 20260410, Price: $306.57, FTD Value: $1,597,536.27, CORPAY INC
Apr 6, 2026
dark_pool
Dark Pool: CPAY — 0.6M shares, 28,233 trades
Week starting 2026-04-06. Total ATS volume: 601,074 shares across 28,233 trades.
Apr 6, 2026
short_interest
FTD: CPAY — 14,342 shares ($4.2M) failed to deliver
Settlement: 20260406, Price: $293.34, FTD Value: $4,207,082.28, CORPAY INC
Mar 30, 2026
dark_pool
Dark Pool: CPAY — 0.6M shares, 25,158 trades
Week starting 2026-03-30. Total ATS volume: 554,646 shares across 25,158 trades.
Mar 23, 2026
dark_pool
Dark Pool: CPAY — 0.7M shares, 32,287 trades
Week starting 2026-03-23. Total ATS volume: 675,094 shares across 32,287 trades.
Mar 16, 2026
dark_pool
Dark Pool: CPAY — 1.2M shares, 43,065 trades
Week starting 2026-03-16. Total ATS volume: 1,169,759 shares across 43,065 trades.
Mar 11, 2026
short_interest
FTD: CPAY — 4,396 shares ($1.4M) failed to deliver
Settlement: 20260311, Price: $329.08, FTD Value: $1,446,635.68, CORPAY INC
Mar 9, 2026
dark_pool
Dark Pool: CPAY — 1.0M shares, 41,601 trades
Week starting 2026-03-09. Total ATS volume: 960,070 shares across 41,601 trades.