PZENA INVESTMENT MANAGEMENT LLC has added 2,716,156 shares of $GPN to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $GPN.
GLOBAL PAYMENTS Hedge Fund Activity
We have seen 355 institutional investors add shares of GLOBAL PAYMENTS stock to their portfolio, and 518 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BANK OF AMERICA CORP /DE/ added 3,501,429 shares (+58.7%) to their portfolio in Q1 2025, for an estimated $342,859,927
- BARCLAYS PLC added 2,983,686 shares (+148.6%) to their portfolio in Q1 2025, for an estimated $292,162,533
- PZENA INVESTMENT MANAGEMENT LLC added 2,716,156 shares (+32.6%) to their portfolio in Q2 2025, for an estimated $217,401,126
- ORBIS ALLAN GRAY LTD removed 2,488,612 shares (-43.6%) from their portfolio in Q1 2025, for an estimated $243,684,887
- VICTORY CAPITAL MANAGEMENT INC removed 1,919,444 shares (-95.0%) from their portfolio in Q1 2025, for an estimated $187,951,956
- VANGUARD GROUP INC removed 1,636,196 shares (-6.5%) from their portfolio in Q1 2025, for an estimated $160,216,312
- SG AMERICAS SECURITIES, LLC added 1,515,131 shares (+75379.7%) to their portfolio in Q1 2025, for an estimated $148,361,627
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
GLOBAL PAYMENTS Insider Trading Activity
GLOBAL PAYMENTS insiders have traded $GPN stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $GPN stock by insiders over the last 6 months:
- DAVID M SHEFFIELD (EVP, Chief Accounting Officer) sold 2,500 shares for an estimated $201,975
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
GLOBAL PAYMENTS Congressional Stock Trading
Members of Congress have traded $GPN stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $GPN stock by members of Congress over the last 6 months:
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 04/01.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
GLOBAL PAYMENTS Analyst Ratings
Wall Street analysts have issued reports on $GPN in the last several months. We have seen 7 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Mizuho issued a "Outperform" rating on 07/25/2025
- Keybanc issued a "Overweight" rating on 05/07/2025
- Baird issued a "Outperform" rating on 04/21/2025
- Barclays issued a "Overweight" rating on 04/15/2025
- Citigroup issued a "Buy" rating on 02/18/2025
- Morgan Stanley issued a "Overweight" rating on 02/14/2025
- B of A Securities issued a "Buy" rating on 02/14/2025
To track analyst ratings and price targets for GLOBAL PAYMENTS, check out Quiver Quantitative's $GPN forecast page.
GLOBAL PAYMENTS Price Targets
Multiple analysts have issued price targets for $GPN recently. We have seen 14 analysts offer price targets for $GPN in the last 6 months, with a median target of $87.5.
Here are some recent targets:
- Dan Dolev from Mizuho set a target price of $114.0 on 07/25/2025
- Matthew Coad from Truist Securities set a target price of $83.0 on 07/17/2025
- Bryan Bergin from TD Cowen set a target price of $84.0 on 07/14/2025
- Vasundhara Govil from Keefe, Bruyette & Woods set a target price of $85.0 on 07/09/2025
- Tien-Tsin Huang from JP Morgan set a target price of $85.0 on 05/07/2025
- Alex Markgraff from Keybanc set a target price of $90.0 on 05/07/2025
- Andrew Bauch from Wells Fargo set a target price of $77.0 on 04/21/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $GPN ticker page for more data.
