Corpay (CPAY)

• Market cap: $21.6B
• 1 day: -1.33%
• 5 days: -2.17%
• 1 month: -3.16%
• 3 months: -2.52%
• 6 months: -11.71%
• Year to date: -9.83%
• 1 year: -0.39%
• 5 years: 26.73%
• 10 years: 99.92%
• Sector: Technology
• Industry: Software - Infrastructure

About: Corpay Inc is a corporate payments company that helps businesses and consumers manage and pay their expenses. Its suite of modern payment solutions helps customers manage vehicle-related expenses, lodging expenses, and corporate payments. Its reportable segments are; Vehicle Payments, Corporate Payments, Lodging Payments, and Other. The group's geographic areas are the United States, Brazil, the United Kingdom, and Other.

Employees: 11,200

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

336% more call options, than puts

Call options by funds: $147M | Put options by funds: $33.7M

13% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 70

4% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 254

0.55% less ownership

Funds ownership: 94.18% [Q1] → 93.63% (-0.55%) [Q2]

1% less funds holding

Funds holding: 678 [Q1] → 674 (-4) [Q2]

5% less capital invested

Capital invested by funds: $23B [Q1] → $21.9B (-$1.16B) [Q2]

11% less funds holding in top 10

Funds holding in top 10: 9 [Q1] → 8 (-1) [Q2]

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $340
• Avg. target: $370
• High target: $392

4 analyst ratings

• positive: 2 50%
• neutral: 2 50%
• negative: 0 0%

Morgan Stanley James Faucette	$356	Equal-Weight Maintained	11 Aug 2025
UBS Roger Boyd	$340	Neutral Maintained	7 Aug 2025
Raymond James John Davis	$392	Outperform Maintained	7 Aug 2025
Deutsche Bank Nate Svensson	$390	Buy Reinstated	17 Jul 2025