GPN

GLOBAL PAYMENTS INC

NYSE · Services-Business Services, NEC · Inc. GA · CIK 0001123360
$67.71 +3.47% $18.5B
31 New Institutional Positions19 Institutional ExitsCongressional Activity (1)
Vol
Market Cap$18.5B
Cap SizeLarge Cap
Analyst ConsensusHold (42%)
Inst. Holders50 funds
Inst. Value$10.6B
Inst. Activity31 buys / 19 sells
Insider Activity1B / 0S
Insider Net $$99.3K
SEC Reports4
Congressional1 trades
Exchange NYSE·Sector Services-Business Services, NEC·Inc. GA·CIK 0001123360·Prev Close $65.44

Recent Activity

Jun 12, 2026 short_volume
Short Volume: GPN — 57.9% short (0.9M / 1.6M)
Short: 903,569 | Exempt: 4,637 | TRF Vol: 1,561,815 | Short Ratio: 57.9% | Off-exchange volume (dark
Jun 1, 2026 Insider
Steele-Belkin Dara L. surrendered for taxes 2,254 shares
Chief Legal Officer @ $75.46 ($170.1K)
Jun 1, 2026 Insider
Bready Cameron M surrendered for taxes 2,297 shares
Chief Executive Officer @ $75.46 ($173.3K)
May 7, 2026 SEC
Global Payments entered into a $500 million accelerated share repurchase (ASR) program on May 6, 2026, with approximatel
8-K — Impact 3/10
May 6, 2026 SEC
Global Payments reported Q1 2026 adjusted EPS of $2.96, a 10% increase YoY and above the $2.82 consensus estimate. GAAP
8-K — Impact 6/10
May 1, 2026 Insider
WOODS M TROY was granted 3,939 shares
Director
Mar 17, 2026 SEC
Global Payments Inc. (GPN) has filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting, scheduled for A
DEFA14A — Impact 3/10
Inst.
FMR LLC — DOUBLED
5,070,101 shares ($341.2M)

Price Targets

$94.52 +39.6% upside Strong Buy
Current $67.71 Low $60.00 Median $82.00 High $194.00 25 analysts
$60.00 $194.00

Analyst Ratings

Hold42% buy · 38 analysts
7Strong Buy
9Buy
20Hold
2Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 11, 2026 TD Cowen MAINTAIN Hold → Hold
Jun 3, 2026 Susquehanna MAINTAIN Positive → Positive
May 19, 2026 Truist Securities MAINTAIN Hold → Hold
May 11, 2026 Cantor Fitzgerald MAINTAIN Neutral → Neutral
May 7, 2026 Stephens & Co. MAINTAIN Equal-Weight → Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $3.49 ▼ -0.7% $3.40 — $3.61 13% YoY 26
Next Q $3.67 $3.59 — $3.85 13% YoY 25
Current FY $13.86 $13.62 — $14.24 13% YoY 32
Next FY $16.19 $14.08 — $17.79 17% YoY 32

Top Institutional Holders

FundValueMove
BlackRock, Inc.$1.3B
VANGUARD CAPITAL MANAGEMENT LLC$994.9M
HARRIS ASSOCIATES L P$797.9M
PZENA INVESTMENT MANAGEMENT LLC$781.7M
STATE STREET CORP$707.3M

Recent Insider Trades

DateInsiderTypeValue
Jun 1, 2026Steele-Belkin DaraF$170.1K
Jun 1, 2026Bready CameronF$173.3K
May 1, 2026WOODS MA$0.00
May 1, 2026Deskus ArchanaA$0.00
May 1, 2026BRUNO JOHNA$0.00

Congressional Trades

1 members: 1 buys, 0 sells
MemberPartyTypeAmount
Michael McCaulRBUY$15,001 - $50,000
50 institutional holders with $10.6B total value (156,956,257 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, HARRIS. Net buying activity: 31 institutions added/increased vs 19 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.18,893,974$1.3B12.0%
2VANGUARD CAPITAL MANAGEMENT LLC14,782,400$994.9M9.4%
3HARRIS ASSOCIATES L P11,855,322$797.9M7.6%
4PZENA INVESTMENT MANAGEMENT LLC11,615,577$781.7M7.4%
5STATE STREET CORP10,509,136$707.3M6.7%
6VANGUARD PORTFOLIO MANAGEMENT LLC9,967,331$670.8M6.4%
7AMERIPRISE FINANCIAL INC7,827,277$526.8M5.0%
8Pinnacle Financial Partners, Inc.7,082,133$476.6M4.5%
9CITADEL ADVISORS LLC5,116,814$344.4M3.3%
10FMR LLC5,070,101$341.2M3.2%DOUBLED +138.9%
11BANK OF AMERICA CORP /DE/4,806,543$323.5M3.1%TRIM -28.8%
12Invesco Ltd.3,829,884$257.8M2.4%
13GOLDMAN SACHS GROUP INC3,593,114$241.8M2.3%
14MORGAN STANLEY2,926,478$197.0M1.9%
15NORDEA INVESTMENT MANAGEMENT AB2,993,373$195.8M1.9%ADD +49.8%
16MASSACHUSETTS FINANCIAL SERVICES CO /MA/2,409,084$162.1M1.5%
17Amundi2,263,551$152.3M1.4%
18FRANKLIN RESOURCES INC2,166,914$145.8M1.4%
19DIMENSIONAL FUND ADVISORS LP2,117,172$142.5M1.3%
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,859,901$125.2M1.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCDOUBLED2,122,5005,070,101+138.9%$341.2M2026-Q1
BANK OF AMERICA CORP /DE/TRIM6,753,1124,806,543-28.8%$323.5M2026-Q1
NORDEA INVESTMENT MANAGEMENT ABADD1,998,3322,993,373+49.8%$195.8M2026-Q1
Point72 Asset Management, L.P.DOUBLED404,9171,852,803+357.6%$124.7M2026-Q1
NOMURA HOLDINGS INCDOUBLED329,520914,468+177.5%$61.5M2026-Q1
HSBC HOLDINGS PLCTRIM1,428,962651,984-54.4%$43.7M2026-Q1
SEI INVESTMENTS COADD342,634482,139+40.7%$32.4M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.ADD293,935452,877+54.1%$30.5M2026-Q1
FULLER & THALER ASSET MANAGEMENT, INC.ADD289,369373,621+29.1%$25.1M2026-Q1
WEITZ INVESTMENT MANAGEMENT, INC.TRIM505,000335,000-33.7%$22.5M2026-Q1
Hudson Bay Capital Management LPNEW207,102$13.9M2026-Q1
Assenagon Asset Management S.A.NEAR_EXIT1,207,277201,235-83.3%$13.5M2026-Q1
Gotham Asset Management, LLCTRIM270,938194,621-28.2%$13.1M2026-Q1
Mitsubishi UFJ Trust & Banking CorpADD101,809154,149+51.4%$10.4M2026-Q1
Korea Investment CORPTRIM272,093141,893-47.9%$9.5M2026-Q1
NATIONAL BANK OF CANADA /FI/NEAR_EXIT1,359,405139,292-89.8%$9.4M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDTRIM360,313135,810-62.3%$9.1M2026-Q1
Asset Management One Co., Ltd.ADD102,058129,155+26.6%$8.7M2026-Q1
Freestone Grove Partners LPDOUBLED12,351109,259+784.6%$7.4M2026-Q1
NATIXISDOUBLED29,159100,318+244.0%$6.8M2026-Q1
MARSHALL WACE, LLPNEAR_EXIT960,166100,137-89.6%$6.7M2026-Q1
TORONTO DOMINION BANKNEAR_EXIT782,54796,017-87.7%$6.5M2026-Q1
State of Tennessee, Department of TreasuryADD64,83684,313+30.0%$5.7M2026-Q1
MACKENZIE FINANCIAL CORPTRIM284,40882,135-71.1%$5.5M2026-Q1
STRS OHIOADD40,27179,617+97.7%$5.4M2026-Q1
18 unique insiders with 40 transactions. Net insider value: $99.3K ($99.3K bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 1, 2026Steele-Belkin Dara L.Chief Legal OfficerTAX W/H2,254$75.46$170.1K
Jun 1, 2026Bready Cameron MChief Executive OfficerTAX W/H2,297$75.46$173.3K
May 1, 2026WOODS M TROYDirectorAWARD3,939
May 1, 2026Deskus ArchanaDirectorAWARD3,179
May 1, 2026BRUNO JOHN GDirectorAWARD3,179
May 1, 2026PLUMMER WILLIAM BDirectorAWARD3,179
May 1, 2026Arroyo F. ThaddeusDirectorAWARD3,179
May 1, 2026JOHNSON JOIA MDirectorAWARD3,179
May 1, 2026MCDANIEL CONNIE DDirectorAWARD3,179
May 1, 2026Kliphouse Kirsten MarieDirectorAWARD3,179
May 1, 2026Watson Patricia ADirectorAWARD3,179
May 1, 2026Sankaran VivekDirectorAWARD3,179
May 1, 2026Osnoss JosephDirectorAWARD3,179
Mar 15, 2026Whyte Jennifer BozemanChief Accounting OfficerTAX W/H42$68.67$2.9K
Mar 1, 2026Bready Cameron MChief Executive OfficerTAX W/H3,924$76.46$300.0K
Mar 1, 2026Whipple Joshua JChief Financial OfficerTAX W/H1,313$76.46$100.4K
Mar 1, 2026Whyte Jennifer BozemanChief Accounting OfficerTAX W/H133$76.46$10.2K
Mar 1, 2026Cortopassi Robert MPresident and COOTAX W/H745$76.46$57.0K
Mar 1, 2026Steele-Belkin Dara L.Chief Legal OfficerTAX W/H204$76.46$15.6K
Feb 28, 2026SHEFFIELD DAVID MEVP, Chief Accounting OfficerAWARD1,188$76.46$90.8K
Feb 28, 2026Bready Cameron MChief Executive OfficerTAX W/H9,750$76.46$745.5K
Feb 28, 2026Cortopassi Robert MPresident and COOTAX W/H3,645$76.46$278.7K
Feb 28, 2026Whipple Joshua JChief Financial OfficerTAX W/H3,706$76.46$283.4K
Feb 28, 2026Steele-Belkin Dara L.Chief Legal OfficerTAX W/H2,093$76.46$160.0K
Feb 27, 2026Viviani Stella NicholeChief People OfficerAWARD19,619$76.46$1.5M
Feb 27, 2026Whipple Joshua JChief Financial OfficerAWARD37,929$76.46$2.9M
Feb 27, 2026Bready Cameron MChief Executive OfficerAWARD119,017$76.46$9.1M
Feb 27, 2026Cortopassi Robert MPresident and COOAWARD40,218$76.46$3.1M
Feb 27, 2026Steele-Belkin Dara L.Chief Legal OfficerAWARD19,619$76.46$1.5M
Feb 21, 2026Cortopassi Robert MPresident and COOAWARD8,288$82.47$683.5K
Feb 21, 2026Cortopassi Robert MPresident and COOTAX W/H4,515$82.47$372.4K
Feb 21, 2026Whipple Joshua JChief Financial OfficerTAX W/H12,248$82.47$1.0M
Feb 21, 2026Whipple Joshua JChief Financial OfficerAWARD24,014$82.47$2.0M
Feb 21, 2026Steele-Belkin Dara L.Chief Legal OfficerTAX W/H317$82.47$26.1K
Feb 21, 2026SHEFFIELD DAVID MEVP, Chief Accounting OfficerAWARD1,914$82.47$157.8K
Feb 21, 2026SHEFFIELD DAVID MEVP, Chief Accounting OfficerTAX W/H1,125$82.47$92.8K
Feb 21, 2026Bready Cameron MChief Executive OfficerAWARD35,942$82.47$3.0M
Feb 21, 2026Bready Cameron MChief Executive OfficerTAX W/H34,549$82.47$2.8M
Feb 20, 2026JOHNSON JOIA MDirectorBUY1,213$81.90$99.3K
Feb 19, 2026Sankaran VivekDirectorAWARD239$80.25$19.2K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (42% buy). Based on 38 analysts: 7 strong buy, 9 buy, 20 hold, 2 sell, 0 strong sell.

Analyst Price Targets

$94.52 mean target +39.6% upside Strong Buy (2.34)
$60.00 Low $194.00 High
MetricValue
Current Price$67.71
Target Low$60.00
Target Mean$94.52
Target Median$82.00
Target High$194.00
# Analysts25
RecommendationStrong Buy (2.34)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$3.49 $3.40 $3.61 12.7% -0.7% 5↑ 16↓ $3.2B 34.4% 26
Next Q
2026-09-30
$3.67 $3.59 $3.85 12.6% -0.1% 15↑ 7↓ $3.2B 32.5% 25
Current FY
2026-12-31
$13.86 $13.62 $14.24 13.4% -0.0% 27↑ 2↓ $12.4B 33.6% 32
Next FY
2027-12-31
$16.19 $14.08 $17.79 16.8% -0.0% 14↑ 12↓ $13.1B 5.6% 32

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$3.494
7d ago$3.503-0.009
30d ago$3.517-0.023
60d ago$3.537-0.043
90d ago$3.572-0.078
15 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 11, 2026 TD Cowen MAINTAIN Hold Hold
Jun 3, 2026 Susquehanna MAINTAIN Positive Positive
May 19, 2026 Truist Securities MAINTAIN Hold Hold
May 11, 2026 Cantor Fitzgerald MAINTAIN Neutral Neutral
May 7, 2026 Stephens & Co. MAINTAIN Equal-Weight Equal-Weight
Apr 24, 2026 Truist Securities MAINTAIN Hold Hold
Apr 22, 2026 BMO Capital INITIATE Market Perform Market Perform
Apr 8, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
Apr 2, 2026 Citigroup MAINTAIN Buy Buy
Mar 26, 2026 Raymond James DOWNGRADE Outperform Market Perform
Mar 26, 2026 Mizuho MAINTAIN Outperform Outperform
Feb 23, 2026 Cantor Fitzgerald MAINTAIN Neutral Neutral
Feb 19, 2026 UBS MAINTAIN Neutral Neutral
Feb 19, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
Feb 19, 2026 Wells Fargo MAINTAIN Overweight Overweight
Feb 19, 2026 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
Feb 12, 2026 JP Morgan MAINTAIN Neutral Neutral
Jan 27, 2026 Cantor Fitzgerald INITIATE Neutral
Jan 14, 2026 Seaport Global UPGRADE Neutral Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202679202042%
May 1, 202679202042%
Apr 1, 2026710182046%
Mar 1, 2026710182046%
Feb 1, 202679182044%
Jan 1, 202677192040%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 1 buys, 0 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Mar 23, 2026Michael McCaulRHOUSEBUY$15,001 - $50,000GLOBAL PAYMENTS IncApr 10, 2026 (19d)

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 12, 2026
short_volume
Short Volume: GPN — 57.9% short (0.9M / 1.6M)
Short: 903,569 | Exempt: 4,637 | TRF Vol: 1,561,815 | Short Ratio: 57.9% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: GPN — 73.8% short (1.3M / 1.8M)
Short: 1,325,297 | Exempt: 352 | TRF Vol: 1,795,232 | Short Ratio: 73.8% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: GPN — 60.3% short (0.6M / 1.0M)
Short: 622,797 | Exempt: 1,306 | TRF Vol: 1,033,236 | Short Ratio: 60.3% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: GPN — 59.0% short (0.7M / 1.2M)
Short: 723,931 | Exempt: 1,905 | TRF Vol: 1,227,306 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: GPN — 67.1% short (0.8M / 1.3M)
Short: 840,676 | Exempt: 142 | TRF Vol: 1,253,146 | Short Ratio: 67.1% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: GPN — 67.9% short (1.1M / 1.7M)
Short: 1,137,565 | Exempt: 329 | TRF Vol: 1,675,231 | Short Ratio: 67.9% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: GPN — 64.6% short (1.3M / 2.0M)
Short: 1,313,852 | Exempt: 133,126 | TRF Vol: 2,033,782 | Short Ratio: 64.6% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: GPN — 67.3% short (3.5M / 5.2M)
Short: 3,529,492 | Exempt: 112,755 | TRF Vol: 5,241,793 | Short Ratio: 67.3% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: GPN — 55.7% short (0.6M / 1.2M)
Short: 644,754 | Exempt: 224 | TRF Vol: 1,158,356 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: GPN — 70.0% short (0.9M / 1.2M)
Short: 868,228 | Exempt: 2,660 | TRF Vol: 1,239,656 | Short Ratio: 70.0% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: GPN — 66.5% short (0.8M / 1.2M)
Short: 826,537 | Exempt: 4,551 | TRF Vol: 1,242,479 | Short Ratio: 66.5% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: GPN — 61.1% short (0.5M / 0.8M)
Short: 461,718 | Exempt: 0 | TRF Vol: 755,185 | Short Ratio: 61.1% | Off-exchange volume (dark pool + OTC)
May 25, 2026
dark_pool
Dark Pool: GPN — 3.4M shares, 68,445 trades
Week starting 2026-05-25. Total ATS volume: 3,390,679 shares across 68,445 trades.
May 22, 2026
short_volume
Short Volume: GPN — 69.9% short (0.5M / 0.7M)
Short: 522,092 | Exempt: 10,841 | TRF Vol: 746,689 | Short Ratio: 69.9% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: GPN — 73.5% short (0.8M / 1.1M)
Short: 807,545 | Exempt: 12,154 | TRF Vol: 1,098,135 | Short Ratio: 73.5% | Off-exchange volume (dark pool + OTC)