Corpay, Inc.
406.09USD
-0.9600 (-0.24%)
Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.
| Period | Consensus EPS | 90 days ago | Revisions up (30d) | Revisions down (30d) |
|---|---|---|---|---|
| Current quarter | $7.19▲ | $7.03 | 12 | 3 |
| Next quarter | $7.41▲ | $7.39 | 7 | 7 |
| Current year | $27.39▲ | $26.77 | 14 | 0 |
| Next year | $31.45▲ | $30.61 | 13 | 2 |
Beat in 4 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-06-30 | $6.58 | $7 | +0.42 (+6.3%) |
| 2026-03-31 | $5.47 | $5.8 | +0.33 (+6.0%) |
| 2025-12-31 | $5.94 | $6.04 | +0.10 (+1.7%) |
| 2025-09-30 | $5.64 | $5.7 | +0.06 (+1.0%) |
73 ratings from 20 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| Scotiabank | Initiated | Sector Outperform | $536 | Sep 2, 2026 |
| RBC Capital | Maintained | Sector Perform | $423 $438 | Aug 31, 2026 |
| Wolfe Research | Maintained | Outperform | $475 $530 | Aug 25, 2026 |
| Cantor Fitzgerald | Maintained | Overweight | $415 $480 | Aug 10, 2026 |
| JP Morgan | Maintained | Overweight | $400 $470 | Aug 6, 2026 |
| UBS | Maintained | Neutral | $385 $415 | Aug 6, 2026 |
| RBC Capital | Maintained | Sector Perform | $363 $423 | Aug 6, 2026 |
| Keefe, Bruyette & Woods | Maintained | Outperform | $400 $470 | Aug 6, 2026 |
| Morgan Stanley | Maintained | Overweight | $400 $415 | Jul 28, 2026 |
| Loop Capital | Initiated | Buy | $406 | May 19, 2026 |
| Baird | Maintained | Outperform | $440 $380 | Mar 31, 2026 |
| UBS | Maintained | Neutral | $315 $380 | Feb 10, 2026 |
| Cantor Fitzgerald | Maintained | Overweight | $385 $415 | Feb 9, 2026 |
| Mizuho | Maintained | Neutral | $320 $340 | Feb 6, 2026 |
| JP Morgan | Maintained | Overweight | $350 $390 | Feb 5, 2026 |
| RBC Capital | Maintained | Sector Perform | $344 $363 | Feb 5, 2026 |
| Morgan Stanley | Maintained | Overweight | $379 $390 | Feb 5, 2026 |
| Cantor Fitzgerald | Initiated | Overweight | $385 | Jan 27, 2026 |
| Morgan Stanley | Upgraded from Equal-Weight | Overweight | $322 $379 | Jan 26, 2026 |
| Oppenheimer | Maintained | Outperform | $380 $369 | Jan 12, 2026 |
| Oppenheimer | Upgraded from Perform | Outperform | $380 | Dec 5, 2025 |
| JP Morgan | Maintained | Overweight | $400 $350 | Nov 6, 2025 |
| UBS | Maintained | Neutral | $340 $315 | Nov 6, 2025 |
| RBC Capital | Maintained | Sector Perform | $336 $344 | Nov 6, 2025 |
| Keefe, Bruyette & Woods | Maintained | Outperform | $445 $400 | Oct 1, 2025 |
75 filings from 15 insiders · 10 buy / 11 sell over 6m
Officers and directors of CPAY, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.
| Insider | Action | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| CLARKE RONALD FChief Executive Officer | Sell | 213.9k | $409.56 | $88.51M | Aug 25, 2026 |
| CLARKE RONALD FChief Executive Officer | Exercise | 450.0k | $150.74 | $67.83M | Aug 21, 2026 |
| KING ALANOfficer | Sell | 3.8k | $416.61 | $1.59M | Aug 21, 2026 |
| KING ALANOfficer | Exercise | 18.4k | $196.18 | $3.61M | Aug 20, 2026 |
| STULL STEVEN TDirector | Sell | 2.4k | $412.91 | $975k | Aug 20, 2026 |
| KING ALANOfficer | Sell | 18.4k | $414.08 | $7.64M | Aug 20, 2026 |
| STULL STEVEN TDirector | Sell | 4.6k | $409.34 | $1.91M | Aug 19, 2026 |
| KING ALANOfficer | Sell | 25.8k | $410.00 | $10.65M | Aug 18, 2026 |
| KING ALANOfficer | Exercise | 25.8k | $196.18 | $6.29M | Aug 18, 2026 |
| FARRELLY JOSEPH W.Director | Sell | 5.3k | $405.09 | $2.17M | Aug 13, 2026 |
| WALKER PETER JAMESChief Financial Officer | Grant | 1.5k | — | — | Jul 15, 2026 |
| NETTO ARMANDO LINSOfficer | Sell | 70.5k | $352.13 | $24.82M | Jun 15, 2026 |
| NETTO ARMANDO LINSOfficer | Exercise | 70.5k | $196.18 | $15.67M | Jun 15, 2026 |
| NETTO ARMANDO LINSOfficer | Sell | 4.6k | $351.60 | $1.60M | Jun 11, 2026 |
| STULL STEVEN TDirector | Sell | 1.0k | $360.78 | $361k | Jun 2, 2026 |
| NETTO ARMANDO LINSOfficer | Sell | 17.2k | $355.08 | $6.13M | May 29, 2026 |
| CLARKE RONALD FChief Executive Officer | Exercise | 100.0k | $150.74 | $15.07M | May 28, 2026 |
| CLARKE RONALD FChief Executive Officer | Exercise | 100.0k | $150.74 | $15.07M | May 21, 2026 |
| VICKERY ALISSA BOfficer | Grant | 1.2k | — | — | Apr 22, 2026 |
| FARRELLY JOSEPH W.Director | Grant | 886 | — | — | Feb 24, 2026 |
No analyst notes on CPAY yet.
Analyst Ratings
15 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 5 | 8 | 3 | 0 | 0 | Buy1.88 |
| 1 mo ago | 4 | 8 | 3 | 0 | 0 | Buy1.93 |
| 2 mo ago | 4 | 8 | 3 | 0 | 0 | Buy1.93 |
| 3 mo ago | 4 | 8 | 3 | 0 | 0 | Buy1.93 |