Market Cap
$21.6B
GPN
GLOBAL PAYMENTS INC
$78.71 ▼ -1.97%
Prev close $80.29Market cap$21.6B
ConsensusHold
12-mo target$105.00 (+33.4%)
▲ Neutral
Analyst conviction 5/10
38 New Institutional Positions12 Institutional Exits Fintech & Payments
Snapshot
The big-picture read on GPN right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Hold (46%)
Inst. Holders
50 funds
Inst. Value
$13.2B
Inst. Activity
38 buys / 12 sells
Insider Activity
$99.3K buy / $0.00 sell
Insider Net $
$99.3K
SEC Reports
5
Congressional
1 trades
Price chart 30d -15.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: GPN — 69.5% short (0.7M / 0.9M)
Short: 659,111 | Exempt: 900 | TRF Vol: 948,176 | Short Ratio: 69.5% | Off-exchange volume (dark poo
Aug 8, 2026 Insider
Aug 5, 2026 SEC Cortopassi Robert M surrendered for taxes 825 shares
President and COO @ $86.12 ($71.0K)
Global Payments reported Q2 2026 adjusted EPS of $3.46, a 12% increase, and adjusted net revenue of $3.16 billion, up 34
8-K — Impact 6/10
Aug 4, 2026 Insider
Cortopassi Robert M surrendered for taxes 2,955 shares
President and COO @ $88.25 ($260.8K)
Jul 29, 2026 Insider
Bready Cameron M acquired via exercise 9,703 shares
Chief Executive Officer @ $74.66 ($724.4K)
Jun 30, 2026 Inst.
AMERIPRISE FINANCIAL INC — ADD
12,178,274 shares ($884.0M)
Jun 30, 2026 Inst.
May 7, 2026 SEC BANK OF AMERICA CORP — ADD
7,495,273 shares ($543.9M)
Global Payments entered into a $500 million accelerated share repurchase (ASR) program on May 6, 2026, with approximatel
8-K — Impact 3/10
Analyst ratings buy % +15.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
46% rate it Buy or better · 39 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 25, 2026 | Loop Capital | INITIATE | Buy | 54% |
| Sep 11, 2026 | Piper Sandler | INITIATE | Neutral | 54% |
| Aug 31, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Aug 26, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Aug 25, 2026 | Wolfe Research | MAINTAIN | Outperform | 52% |
| Aug 25, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Aug 19, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Aug 6, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Aug 6, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 6, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 10 | 19 | 2 | 0 | 46% | |
| Aug 1, 2026 | 7 | 10 | 20 | 2 | 0 | 44% | |
| Jul 1, 2026 | 7 | 9 | 20 | 2 | 0 | 42% | |
| Jun 1, 2026 | 7 | 9 | 20 | 2 | 0 | 42% | |
| May 1, 2026 | 7 | 9 | 20 | 2 | 0 | 42% | |
| Apr 1, 2026 | 7 | 10 | 18 | 2 | 0 | 46% | |
| Mar 1, 2026 | 7 | 10 | 18 | 2 | 0 | 46% | |
| Feb 1, 2026 | 7 | 9 | 18 | 2 | 0 | 44% |
Price targets
Where 30 covering analysts think GPN trades over the next 12 months.
$105.00 +33.4% upside Strong Buy
Current$78.71 Low$70.00 Median$98.00 High$194.00 30 analysts
$70.00$194.00
Analyst rating Buy· 2.4/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 4 neutral · avg impact 4.4/10.
NEUTRAL8-K6/10
Global Payments reported Q2 2026 adjusted EPS of $3.46, a 12% increase, and adjusted net revenue of
Aug 5, 2026
NEUTRAL8-K3/10
Global Payments entered into a $500 million accelerated share repurchase (ASR) program on May 6, 202
May 7, 2026
BULLISH8-K6/10
Global Payments reported Q1 2026 adjusted EPS of $2.96, a 10% increase YoY and above the $2.82 conse
May 6, 2026
NEUTRALDEFA14A3/10
Global Payments Inc. (GPN) has filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meet
Mar 17, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: GPN — 69.5% short (0.7M / 0.9M)
Short: 659,111 | Exempt: 900 | TRF Vol: 948,176 | Short Ratio: 69.5% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: GPN — 57.2% short (0.5M / 0.9M)
Short: 517,541 | Exempt: 483 | TRF Vol: 904,576 | Short Ratio: 57.2% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: GPN — 62.6% short (0.5M / 0.8M)
Short: 500,218 | Exempt: 128 | TRF Vol: 799,258 | Short Ratio: 62.6% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: GPN — 57.4% short (0.5M / 0.8M)
Short: 483,082 | Exempt: 8,995 | TRF Vol: 841,962 | Short Ratio: 57.4% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: GPN — 56.1% short (0.5M / 0.9M)
Short: 522,479 | Exempt: 0 | TRF Vol: 931,882 | Short Ratio: 56.1% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.58 | $3.53–$3.72 | 9.9% | -0.1% | 4↑ 21↓ | $3.2B | 30 |
| Next Q | $3.66 | $3.61–$3.72 | 15.2% | -0.1% | 1↑ 23↓ | $3.2B | 29 |
| Current FY | $13.65 | $13.45–$13.84 | 11.7% | -0.2% | 1↑ 27↓ | $12.3B | 35 |
| Next FY | $16.01 | $14.07–$16.96 | 17.3% | -0.1% | 6↑ 24↓ | $13.0B | 35 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.583 | — |
| 7d ago | $3.583 | -0.000 |
| 30d ago | $3.586 | -0.003 |
| 60d ago | $3.652 | -0.069 |
| 90d ago | $3.666 | -0.083 |
Institutional ownership
Which big funds own GPN (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $13.2B total value (182,288,440 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, HARRIS. Net buying activity: 38 institutions added/increased vs 12 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 18,970,360 | $1.4B | 10.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 14,713,333 | $1.1B | 8.1% | — |
| HARRIS ASSOCIATES L P | 12,912,987 | $937.0M | 7.1% | — |
| AMERIPRISE FINANCIAL INC | 12,178,274 | $884.0M | 6.7% | ADD +55.6% |
| PZENA INVESTMENT MANAGEMENT LLC | 11,691,625 | $848.3M | 6.4% | — |
| STATE STREET CORP | 10,513,168 | $762.8M | 5.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 9,900,889 | $718.4M | 5.4% | — |
| BANK OF AMERICA CORP /DE/ | 7,495,273 | $543.9M | 4.1% | ADD +55.9% |
| FMR LLC | 6,976,788 | $506.2M | 3.8% | ADD +37.6% |
| Pinnacle Financial Partners, Inc. | 6,938,291 | $503.4M | 3.8% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | ADD | 7,827,277 | 12,178,274 | +55.6% | $884.0M |
| BANK OF AMERICA CORP /DE/ | ADD | 4,806,543 | 7,495,273 | +55.9% | $543.9M |
| FMR LLC | ADD | 5,070,101 | 6,976,788 | +37.6% | $506.2M |
| MORGAN STANLEY | ADD | 2,926,478 | 3,865,861 | +32.1% | $280.5M |
| UBS Group AG | DOUBLED | 1,525,047 | 3,806,199 | +149.6% | $276.2M |
| NORGES BANK | NEW | — | 2,777,365 | — | $201.5M |
| CITADEL ADVISORS LLC | TRIM | 5,116,814 | 2,200,242 | -57.0% | $159.6M |
| Russell Investments Group, Ltd. | ADD | 1,375,441 | 1,796,334 | +30.6% | $130.2M |
| Clearbridge Investments, LLC | ADD | 1,052,468 | 1,669,451 | +58.6% | $121.1M |
| HSBC HOLDINGS PLC | ADD | 651,984 | 912,590 | +40.0% | $65.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
18 insiders, 50 transactions. Net $99.3K — $99.3K bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 8, 2026 | Cortopassi Robert M | President and COO | TAX W/H | 825 | $86.12 | $71.0K |
| Aug 4, 2026 | Cortopassi Robert M | President and COO | TAX W/H | 2,955 | $88.25 | $260.8K |
| Jul 29, 2026 | Bready Cameron M | Chief Executive Officer | EXERCISE | 9,703 | $74.66 | $724.4K |
| Jul 29, 2026 | Bready Cameron M | Chief Executive Officer | TAX W/H | 8,871 | $88.27 | $783.0K |
| Jun 1, 2026 | Steele-Belkin Dara L. | Chief Legal Officer | TAX W/H | 2,254 | $75.46 | $170.1K |
| Jun 1, 2026 | Bready Cameron M | Chief Executive Officer | TAX W/H | 2,297 | $75.46 | $173.3K |
| May 1, 2026 | WOODS M TROY | Director | AWARD | 3,939 | — | — |
| May 1, 2026 | Deskus Archana | Director | AWARD | 3,179 | — | — |
| May 1, 2026 | BRUNO JOHN G | Director | AWARD | 3,179 | — | — |
| May 1, 2026 | PLUMMER WILLIAM B | Director | AWARD | 3,179 | — | — |
Congressional trades
GPN trades disclosed by members of Congress, with disclosure delay.
1 members · 1 buys / 0 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Mar 23, 2026 | Michael McCaul | R | HOUSE | BUY | $15,001 - $50,000 | GLOBAL PAYMENTS Inc | Apr 10, 2026(19d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for GPN.
Shares short
16,273,824
Settlement Sep 15, 2026
Change vs prior
+1.1%
Semi-monthly cycle
Days to cover
7.3
At avg daily volume
Of shares outstanding
≈6.2%
Estimate — not % of float
All GPN filing & press-release reports (5)
- 8-K reportAug 5, 2026
- 8-K reportMay 7, 2026
- 8-K reportMay 6, 2026
- DEFA14A reportMar 17, 2026
- 8-K reportMar 5, 2026