Repay HoldingsRPAY
RPAY
About: Repay Holdings Corp is engaged in providing integrated payment processing solutions to verticals that have transaction processing needs. It allows customers to pay through Mobile App, Text, Interactive Voice Response, Virtual Terminal, Hosted Payment Page and Online Customer Portal among others. It operates in two segments Consumer Payments and Business Payments.
Employees: 465
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
3.26% less ownership
Funds ownership: 96.39% [Q4 2024] → 93.12% (-3.26%) [Q1 2025]
5% less funds holding
Funds holding: 164 [Q4 2024] → 155 (-9) [Q1 2025]
19% less capital invested
Capital invested by funds: $645M [Q4 2024] → $523M (-$122M) [Q1 2025]
23% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 64
32% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 25
67% less funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 1 (-2) [Q1 2025]
100% less call options, than puts
Call options by funds: $9K | Put options by funds: $1.86M
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$4.50
6%
downside
Avg. target
$4.90
3%
upside
High target
$6
26%
upside
5 analyst ratings
1 positive
20%
4 neutral
80%
0 negative
0%
Citigroup Andrew Schmitt | 6%downside $4.50 | Neutral Maintained | 19 May 2025 |
Keefe, Bruyette & Woods Sanjay Sakhrani | 6%downside $4.50 | Market Perform Maintained | 13 May 2025 |
BMO Capital Rufus Hone | 5%upside $5 | Market Perform Maintained | 13 May 2025 |
UBS Timothy Chiodo | 6%downside $4.50 | Neutral Maintained | 13 May 2025 |
Barclays Ramsey El-Assal | 26%upside $6 | Overweight Maintained | 14 Apr 2025 |
Financial journalist opinion
Neutral
Business Wire
5 days ago
REPAY Enhances MeridianLink Integration, Modernizing New Member Onboarding and Digital Payment Options
ATLANTA--(BUSINESS WIRE)--Repay Holdings Corporation (NASDAQ: RPAY) (“REPAY”), a leading provider of vertically-integrated payment solutions, today announced new enhancements to the company's integration with MeridianLink, Inc. (NYSE: MLNK), a leading provider of modern software platforms for financial institutions and consumer reporting agencies. REPAY's innovative, trusted payment technology now enables credit unions and banks in MeridianLink's network to offer new members streamlined account.
Neutral
Business Wire
3 weeks ago
REPAY to Attend Upcoming Investor Conferences
ATLANTA--(BUSINESS WIRE)--Repay Holdings Corporation (NASDAQ: RPAY) (“REPAY” or the “Company”), a leading provider of integrated payment processing solutions, today announced that the Company will be hosting investor meetings at the following upcoming investor conferences: On Tuesday, June 10, 2025, John Morris, CEO, and Damien Warner, Vice President of Corporate Development & Strategic Partnerships, will be hosting investor meetings at the BMO Virtual Software Conference. On Wednesday, Jun.
Neutral
Seeking Alpha
1 month ago
Repay Holdings Corporation (RPAY) Q1 2025 Earnings Call Transcript
Repay Holdings Corporation (NASDAQ:RPAY ) Q1 2025 Earnings Conference Call May 12, 2025 5:00 PM ET Company Participants Stewart Grisante - Head-Investor Relations John Morris - Co-Founder & Chief Executive Officer Tim Murphy - Chief Financial Officer Conference Call Participants John Coffey - Barclays Sanjay Sakhrani - KBW Joseph Vafi - Canaccord Genuity Shefali Tamaskar - Morgan Stanley Alex Neumann - Stephens Peter Heckmann - D.A. Davidson Andrew Schmidt - Citi Timothy Chiodo - UBS Operator Good afternoon.
Negative
Zacks Investment Research
1 month ago
Repay Holdings (RPAY) Q1 Earnings and Revenues Miss Estimates
Repay Holdings (RPAY) came out with quarterly earnings of $0.22 per share, missing the Zacks Consensus Estimate of $0.23 per share. This compares to earnings of $0.23 per share a year ago.
Neutral
Business Wire
1 month ago
REPAY Board of Directors Authorizes Increase to Share Repurchase Program, Up to $75 million
ATLANTA--(BUSINESS WIRE)--Repay Holdings Corporation (NASDAQ: RPAY) (“REPAY” or the “Company”), a leading provider of integrated payment processing solutions, today announced that its Board of Directors has increased its authorized share repurchase program. The share repurchase program authorizes the Company to now purchase up to $75 million (up from $50 million) of the Company's Class A common stock. As of the date of this release, there remains approximately $61.2 million in capacity for shar.
Neutral
Business Wire
1 month ago
REPAY Reports First Quarter 2025 Financial Results
ATLANTA--(BUSINESS WIRE)--Repay Holdings Corporation (NASDAQ: RPAY) (“REPAY” or the “Company”), a leading provider of vertically-integrated payment solutions, today reported financial results for its first quarter ended March 31, 2025. First Quarter 2025 Financial Highlights (in $ millions) Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Revenue $ 80.7 $ 74.9 $ 79.1 $ 78.3 $ 77.3 Gross profit (1) 61.5 58.6 61.6 59.7 58.7 Net (loss) i.
Neutral
Business Wire
1 month ago
REPAY Announces Chief Financial Officer Transition
ATLANTA--(BUSINESS WIRE)--Repay Holdings Corporation (NASDAQ: RPAY) (“REPAY” or the “Company”), a leading provider of integrated payment processing solutions, today announced that Tim Murphy will be stepping down from his role as Chief Financial Officer to pursue an opportunity outside of the payments industry with a private equity-backed company. Mr. Murphy has served as the Chief Financial Officer of REPAY since 2014, and helped guide the company to its successful public listing in 2019 while.
Neutral
Business Wire
1 month ago
REPAY to Announce First Quarter 2025 Results on May 12, 2025
ATLANTA--(BUSINESS WIRE)--Repay Holdings Corporation (NASDAQ: RPAY) (“REPAY” or the “Company”), a leading provider of vertically-integrated payment solutions, today announced that the Company will host a conference call to discuss first quarter 2025 financial results on Monday, May 12, 2025 at 5:00pm ET. A press release with first quarter 2025 financial results will be issued after the market closes that same day. The conference call will be webcast live from the Company's investor relations we.
Positive
Seeking Alpha
2 months ago
Repay Holdings: Exploring Strategic Alternatives For Future Growth
Repay Holdings Corporation leverages the shift to digital payments with a proprietary platform, focusing on Customer and Business Payments segments for specific verticals. Despite a steep decline in valuation, RPAY shows steady top-line growth and strong cash-flow conversion, presenting a 60% upside opportunity at a target price of $8.8. Repay is conducting a strategic review to explore expansion opportunities, strengthen its market position, and assess potential mergers and acquisitions or other strategic alternatives to maximize shareholder value.
Neutral
Seeking Alpha
3 months ago
Repay Holdings Corporation (RPAY) Q4 2024 Earnings Call Transcript
Repay Holdings Corporation (NASDAQ:RPAY ) Q4 2024 Earnings Conference Call March 3, 2025 5:00 PM ET Company Participants Stewart Grisante - Head of Investor Relations John Morris - Co-Founder and Chief Executive Officer Tim Murphy - Chief Financial Officer Conference Call Participants Ramsey El-Assal - Barclays Corporate & Investment Bank Sanjay Sakhrani - Keefe, Bruyette & Woods, Inc. Joseph Vafi - Canaccord Genuity Andrew Schmidt - Citigroup Inc. Peter Heckmann - D.A. Davidson & Co. Rufus Hone - BMO Capital Markets Charles Nabhan - Stephens Inc. Timothy Chiodo - UBS Group AG Mike Grondahl - Northland Securities, Inc. Shefali Tamaskar - Morgan Stanley Investment Management Operator Good afternoon.
Charts implemented using Lightweight Charts™