Corpay, Inc. (CPAY) is up 7.4% today. Here is some analysis on what might have caused this price movement.
Analysis: CPAY’s move appears tied to continued investor optimism after the company’s strong Q1 results and raised 2026 outlook, with added attention from management’s fireside chat at a major investor conference today. The stock may also be benefiting from Corpay’s portfolio simplification and capital-return narrative (including buybacks funded by divestiture proceeds) alongside recent product headlines in cross-border payments.
Details:
Sources:
Corpay Investor Relations, Nasdaq, Barchart
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$CPAY Insider Trading Activity
$CPAY insiders have traded $CPAY stock on the open market 4 times in the past 6 months. Of those trades, 1 have been purchases and 3 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
- JEFFREY STEVEN SLOAN sold 3,600 shares for an estimated $1,237,015
- ALISSA B VICKERY (Chief Accounting Officer) has made 0 purchases and 2 sales selling 1,701 shares for an estimated $610,067.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$CPAY Hedge Fund Activity
We have seen 358 institutional investors add shares of $CPAY stock to their portfolio, and 366 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 1,364,298 shares (-91.6%) from their portfolio in Q1 2026, for an estimated $396,997,075
- M&T BANK CORP added 1,022,129 shares (+4657.7%) to their portfolio in Q4 2025, for an estimated $307,589,279
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 637,702 shares (-48.8%) from their portfolio in Q4 2025, for an estimated $191,903,662
- FMR LLC added 637,030 shares (+30.9%) to their portfolio in Q1 2026, for an estimated $185,369,359
- BOSTON PARTNERS added 583,886 shares (+31.8%) to their portfolio in Q1 2026, for an estimated $169,904,987
- WELLINGTON MANAGEMENT GROUP LLP added 399,433 shares (+64.0%) to their portfolio in Q1 2026, for an estimated $116,231,008
- ORBIS ALLAN GRAY LTD added 357,457 shares (+7.2%) to their portfolio in Q1 2026, for an estimated $104,016,412
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$CPAY Analyst Ratings
Wall Street analysts have issued reports on $CPAY in the last several months. We have seen 1 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
To track analyst ratings and price targets for $CPAY, check out Quiver Quantitative's $CPAY forecast page.
$CPAY Price Targets
Multiple analysts have issued price targets for $CPAY recently. We have seen 8 analysts offer price targets for $CPAY in the last 6 months, with a median target of $380.0.
Here are some recent targets:
- David Koning from Baird set a target price of $380.0 on 03/31/2026
- Roger Boyd from UBS set a target price of $380.0 on 02/10/2026
- Ramsey El-Assal from Cantor Fitzgerald set a target price of $415.0 on 02/09/2026
- Dan Dolev from Mizuho set a target price of $340.0 on 02/06/2026
- James Faucette from Morgan Stanley set a target price of $390.0 on 02/05/2026
- Daniel R. Perlin from RBC Capital set a target price of $363.0 on 02/05/2026
- Tien-Tsin Huang from JP Morgan set a target price of $390.0 on 02/05/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
