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8-K ·Filed Apr 14, 2026

RPAY

Repay Holdings Corp
NEUTRAL
Impact 5/10
Horizonmonths Processed6mo ago SEC0001193125-26-153953
8-K material event: Items 1.01
Actionable Insight • Neutral

Monitor for any entity approaching the 12.5% ownership threshold, as this would trigger the rights plan and potentially lead to significant stock dilution. The plan may deter hostile takeovers but could also limit upside if a premium acquisition offer emerges.

DirectionNeutral
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d
RPAY ▲ +32.25% at T+60d
NEUTRAL call +32.25% · α vs SPY +23.72% · entry $3.07 → $4.06
Entry = T+0 close
Apr 14, 2026
via day close
T+1d
+2.61%
call +2.61% · α +1.83%
$3.15
settled 7mo ago
T+5d
+24.10%
call +24.10% · α +22.71%
$3.81
settled 6mo ago
T+20d
+9.12%
call +9.12% · α +2.83%
$3.35
settled 6mo ago
T+60d
+32.25%
call +32.25% · α +23.72%
$4.06
settled 4mo ago

Price Chart

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Executive Summary

Repay Holdings Corporation adopted a limited-duration stockholder rights plan to protect against unsolicited takeovers. The plan, effective immediately and expiring April 13, 2027, issues one preferred share purchase right per common share outstanding as of April 24, 2026. Rights become exercisable if an entity acquires 12.5% or more of common stock, triggering significant dilution against the acquirer.

Key Facts

  • Repay adopted a limited-duration stockholder rights plan effective immediately
  • Rights expire on April 13, 2027, unless redeemed earlier
  • One preferred share purchase right issued per common share outstanding as of April 24, 2026
  • Rights become exercisable if a person or group acquires 12.5% or more of outstanding common stock
  • Plan includes a 'qualifying offer' provision allowing 20% of shareholders to force a vote on a qualifying offer
  • Board may redeem rights for $0.001 per right at any time before distribution date

Financial Impact

No immediate financial impact, but creates significant dilution if triggered

ownership structuretakeover defenseshareholder rights

Risk Factors

  • Potential for management entrenchment
  • Could deter beneficial acquisition offers
  • Shareholder value may be impacted if the plan prevents a premium offer

Market Snapshot

Exchange
Nasdaq
Sector
Services-Business Services, NEC

Investment Themes

Software & IT

Documents Analyzed

This report is based on 7 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-153953
Document: d893808d8k.htm0001193125-26-153953
Document: d893808dex31.htm0001193125-26-153953
Document: d893808dex991.htm0001193125-26-153953
Document: 0001193125-26-153953-index-headers.html0001193125-26-153953
Document: 0001193125-26-153953-index.html0001193125-26-153953
Document: 0001193125-26-153953.txt0001193125-26-153953
9 reports for RPAY
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for RPAY — sortable, filterable
TypeNow
Oct 13, 2026
13d ago
144
NEUTRAL ★ 2/10
$4.00awaiting T+60—$4.22 (+5.38%)
Aug 10, 2026
11w ago
8-K
MIXED ★ 5/10
$3.70awaiting T+60—$4.22 (+13.92%)
Jul 20, 2026
14w ago
3
NEUTRAL ★ 2/10
$3.74 $3.95▲ +5.62%▲ +1.64%$4.22 (+12.70%)
Jun 15, 2026
19w ago
8-K
NEUTRAL ★ 4/10
$3.28 $3.56▲ +8.54%▲ +7.54%$4.22 (+28.51%)
May 4, 2026
25w ago
8-K
BULLISH ★ 8/10
$3.57 $3.96▲ +10.92%▲ +8.18%$4.22 (+18.07%)
Apr 27, 2026
26w ago
8-K
MIXED ★ 6/10
$4.04 $3.66▼ −9.41%▼ −14.18%$4.22 (+4.33%)
Apr 14, 2026
28w ago
8-K
NEUTRAL ★ 5/10
$3.07 $4.06▲ +32.25%▲ +23.72%$4.22 (+37.30%)
Mar 10, 2026
33w ago
EFFECT
NEUTRAL ★ 4/10
$3.04 $3.65▲ +20.07%▲ +8.38%$4.22 (+38.65%)
Feb 25, 2026
34w ago
8-K
NEUTRAL ★ 3/10
$2.95 $3.35▲ +13.56%▲ +5.81%$4.22 (+42.88%)
Showing 9 of 9

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Report published Apr 14, 2026