Global Payments
About: Global Payments is a leading provider of payment processing and software solutions and focuses on serving small and midsize merchants. The company operates in 30 countries and generates about one fourth of its revenue from outside North America, primarily in Europe and Asia. In 2019, Global Payments merged with Total System Services in an all-stock deal that gave Total System Services shareholders 48% of the combined company's shares. The merger added issuer processing operations.
Employees: 27,000
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
17% more call options, than puts
Call options by funds: $393M | Put options by funds: $336M
1.74% more ownership
Funds ownership: 88.82% [Q4 2024] → 90.57% (+1.74%) [Q1 2025]
7% less funds holding
Funds holding: 915 [Q4 2024] → 854 (-61) [Q1 2025]
14% less capital invested
Capital invested by funds: $25.3B [Q4 2024] → $21.8B (-$3.55B) [Q1 2025]
20% less repeat investments, than reductions
Existing positions increased: 287 | Existing positions reduced: 361
30% less first-time investments, than exits
New positions opened: 93 | Existing positions closed: 132
46% less funds holding in top 10
Funds holding in top 10: 26 [Q4 2024] → 14 (-12) [Q1 2025]
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
Truist Securities Matthew Coad | 6%upside $79 | Hold Initiated | 2 Jun 2025 |
Keefe, Bruyette & Woods Vasundhara Govil | 9%upside $81 | Market Perform Maintained | 7 May 2025 |
Keybanc Alex Markgraff | 21%upside $90 | Overweight Maintained | 7 May 2025 |
JP Morgan Tien-Tsin Huang | 14%upside $85 | Neutral Maintained | 7 May 2025 |
Keybanc Philip Gibbs | 7%upside $80 | Overweight Maintained | 23 Apr 2025 |
Financial journalist opinion
Based on 14 articles about GPN published over the past 30 days









