Corpay Inc. (CPAY) reported fourth-quarter 2025 results. Revenue was $1.25 billion, up 20.7% year over year and slightly below the consensus revenue estimate of $1.26 billion. Gross profit rose 22.7% to $988.2 million, operating profit increased 15.6% to $564.5 million, and net income attributable to common shareholders was $264.5 million, up 7.5%. Diluted earnings per share came in at $3.75, up 9.0% year over year.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Corpay Inc. Insider Trading Activity
Corpay Inc. insiders have traded $CPAY stock on the open market 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $CPAY stock by insiders over the last 6 months:
- STEVEN T STULL purchased 8,000 shares for an estimated $2,519,840
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Corpay Inc. Hedge Fund Activity
We have seen 329 institutional investors add shares of Corpay Inc. stock to their portfolio, and 356 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRICE T ROWE ASSOCIATES INC /MD/ removed 1,032,299 shares (-21.3%) from their portfolio in Q3 2025, for an estimated $297,364,049
- M&T BANK CORP added 1,022,129 shares (+4657.7%) to their portfolio in Q4 2025, for an estimated $307,589,279
- THIRD POINT LLC removed 685,000 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $197,321,100
- BESSEMER GROUP INC removed 553,502 shares (-99.2%) from their portfolio in Q3 2025, for an estimated $159,441,786
- SPRUCE HOUSE INVESTMENT MANAGEMENT LLC added 425,000 shares (+inf%) to their portfolio in Q3 2025, for an estimated $122,425,500
- HAWK RIDGE CAPITAL MANAGEMENT LP added 369,300 shares (+inf%) to their portfolio in Q3 2025, for an estimated $106,380,558
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 274,690 shares (+64.1%) to their portfolio in Q3 2025, for an estimated $79,127,201
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Corpay Inc. Analyst Ratings
Wall Street analysts have issued reports on $CPAY in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Oppenheimer issued a "Outperform" rating on 12/05/2025
- JP Morgan issued a "Overweight" rating on 11/06/2025
- Keefe, Bruyette & Woods issued a "Outperform" rating on 10/01/2025
To track analyst ratings and price targets for Corpay Inc., check out Quiver Quantitative's $CPAY forecast page.
Corpay Inc. Price Targets
Multiple analysts have issued price targets for $CPAY recently. We have seen 7 analysts offer price targets for $CPAY in the last 6 months, with a median target of $369.0.
Here are some recent targets:
- Ramsey El-Assal from Cantor Fitzgerald set a target price of $385.0 on 01/27/2026
- James Faucette from Morgan Stanley set a target price of $379.0 on 01/26/2026
- Rayna Kumar from Oppenheimer set a target price of $369.0 on 01/12/2026
- Roger Boyd from UBS set a target price of $315.0 on 11/06/2025
- Tien-Tsin Huang from JP Morgan set a target price of $350.0 on 11/06/2025
- Daniel R. Perlin from RBC Capital set a target price of $344.0 on 11/06/2025
- Sanjay Sakhrani from Keefe, Bruyette & Woods set a target price of $400.0 on 10/01/2025
