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
0
Funds holding %
of 7,431 funds
0
Analysts bullish %
of 9 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
0.7% less ownership
Funds ownership: 90.6% [Q1] → 89.9% (-0.7%) [Q2]
9% less funds holding
Funds holding: 861 [Q1] → 785 (-76) [Q2]
11% less call options, than puts
Call options by funds: $413M | Put options by funds: $466M
16% less repeat investments, than reductions
Existing positions increased: 281 | Existing positions reduced: 333
19% less capital invested
Capital invested by funds: $21.8B [Q1] → $17.6B (-$4.22B) [Q2]
29% less funds holding in top 10
Funds holding in top 10: 14 [Q1] → 10 (-4) [Q2]
41% less first-time investments, than exits
New positions opened: 82 | Existing positions closed: 140
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$83
6%
downside
Avg. target
$93
6%
upside
High target
$114
30%
upside
9 analyst ratings
3 positive
33%
6 neutral
67%
0 negative
0%
Evercore ISI Group Adam Frisch | 2%upside $90 | In-Line Maintained | 8 Aug 2025 |
JP Morgan Tien-Tsin Huang | 8%upside $95 | Neutral Maintained | 7 Aug 2025 |
UBS Timothy Chiodo | 6%upside $93 | Neutral Maintained | 7 Aug 2025 |
RBC Capital Nik Modi | 6%upside $93 | Sector Perform Maintained | 7 Aug 2025 |
Keybanc Alex Markgraff | 14%upside $100 | Overweight Maintained | 7 Aug 2025 |
Financial journalist opinion
Based on 14 articles about GPN published over the past 30 days
Positive
Seeking Alpha
1 week ago
My Favorite 10 Real-Money Blue-Chip Bargains To Buy In August
Yield, growth, and valuation are the core drivers of long-term returns. Safety and quality protect against catastrophic losses and dividend cuts. Dividend growth stocks have outperformed over 50 years, while dividend cutters have -91% returns—highlighting the importance of dividend safety. My ZEUS portfolio is built on a diversified, disciplined asset allocation, with monthly updates now focused on my highest-conviction, real-money ideas across yield, growth, and value.
Positive
Seeking Alpha
2 weeks ago
Global Payments: Showing Steady Progress
Global Payments' results are solid and on track, with strong cash flow and positive progress on the Worldpay acquisition and internal transformation. The Worldpay deal enhances growth prospects and capital returns, with regulatory progress, clear FCF targets, and increased analyst confidence supporting the investment case. Valuation remains attractive, with shares trading at a deep discount to future FCF and historical multiples; activist involvement further aligns management with shareholder interests.
Neutral
Zacks Investment Research
2 weeks ago
International Markets and Global Payments (GPN): A Deep Dive for Investors
Explore how Global Payments' (GPN) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.
Positive
Seeking Alpha
2 weeks ago
Global Payments: Solid Cash Flow, Deep Discount, Manageable Risks
Global Payments Inc. is transforming into a high-margin, software-focused commerce enabler, divesting lower-margin units and boosting profitability, yet the market undervalues these improvements. Recent earnings show expanding margins, strong free cash flow, and raised cost-saving targets, with the stock trading at a deep discount to historical and sector averages. Activist investor Elliott Management's stake and ongoing buybacks could catalyze a re-rating for GPN stock, but integration of Worldpay and managing higher leverage remain key risks.
Neutral
Seeking Alpha
2 weeks ago
Global Payments Inc. (GPN) Q2 2025 Earnings Call Transcript
Global Payments Inc. (NYSE:GPN ) Q2 2025 Earnings Conference Call August 6, 2025 8:00 AM ET Company Participants Cameron M. Bready - CEO & Director Joshua J.
Positive
The Motley Fool
2 weeks ago
Global Payments (GPN) Q2 EPS Jumps 11%
Global Payments (GPN) Q2 EPS Jumps 11%
Positive
Zacks Investment Research
2 weeks ago
Global Payments Q2 Earnings Beat on Issuer Solutions Strength
GPN posts an 11% EPS jump in Q2 2025, driven by solid Issuer and Merchant Solutions growth despite higher expenses.
Positive
Zacks Investment Research
2 weeks ago
Global Payments (GPN) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for Global Payments (GPN) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Positive
Zacks Investment Research
2 weeks ago
Global Payments (GPN) Q2 Earnings and Revenues Surpass Estimates
Global Payments (GPN) came out with quarterly earnings of $3.1 per share, beating the Zacks Consensus Estimate of $3.03 per share. This compares to earnings of $2.93 per share a year ago.
Neutral
Business Wire
2 weeks ago
Global Payments Reports Second Quarter 2025 Results
ATLANTA--(BUSINESS WIRE)-- #globalpayments--Global Payments Inc. (NYSE: GPN) today announced results for the second quarter ended June 30, 2025.
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