Market Cap
$25.5B
CPAY
CORPAY, INC.
$394.60 ▲ +1.25%
Prev close $389.73Market cap$25.5B
ConsensusStrong Buy
12-mo target$461.00 (+16.8%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (3 insiders)36 New Institutional Positions14 Institutional Exits Software & IT
Snapshot
The big-picture read on CPAY right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (83%)
Inst. Holders
50 funds
Inst. Value
$17.1B
Inst. Activity
36 buys / 14 sells
Insider Activity
$0.00 buy / $113.4M sell
Insider Net $
-$113.4M
SEC Reports
14
Price chart 30d -6.0%
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.
Sep 10, 2026 ftd
Aug 26, 2026 SEC FTD: CPAY — 3,749 shares ($1.5M) failed to deliver
Settlement: 20260910, Price: $406.09, FTD Value: $1,522,431.41, CORPAY INC
Corpay CEO Ronald Clarke executed a massive option exercise and sold a large block of shares, totaling ~$82.7M in open-m
CLUSTER — Impact 5/10
CEO Ronald Clarke sold ~$83.2M in open-market shares over Aug 21-25, 2026, following the exercise of 450,000 options. Di
CLUSTER — Impact 4/10
Aug 25, 2026 Insider
Clarke Ronald sold 6,854 shares
CEO & Chairman of BOD @ $409.56 ($2.8M)
Aug 25, 2026 Insider
Clarke Ronald sold 15,575 shares
CEO & Chairman of BOD @ $411.49 ($6.4M)
Aug 25, 2026 Insider
Aug 22, 2026 SEC Clarke Ronald sold 12,109 shares
CEO & Chairman of BOD @ $410.56 ($5.0M)
Three Corpay insiders sold a total of $2.54M in open-market sales over a one-week window, led by Group President Alan Ki
CLUSTER — Impact 3/10
Jun 30, 2026 Inst.
NORGES BANK — NEW
865,723 shares ($288.5M)
Analyst ratings buy % +7.8%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
83% rate it Buy or better · 23 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 2, 2026 | Scotiabank | INITIATE | Sector Outperform | 56% |
| Aug 31, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Aug 25, 2026 | Wolfe Research | MAINTAIN | Outperform | 52% |
| Aug 10, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Aug 6, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 6, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 6, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Aug 6, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Jul 28, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| May 19, 2026 | Loop Capital | INITIATE | Buy | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 11 | 4 | 0 | 0 | 83% | |
| Aug 1, 2026 | 8 | 10 | 4 | 0 | 0 | 82% | |
| Jul 1, 2026 | 8 | 10 | 4 | 0 | 0 | 82% | |
| Jun 1, 2026 | 8 | 10 | 4 | 0 | 0 | 82% | |
| May 1, 2026 | 8 | 10 | 4 | 0 | 0 | 82% | |
| Apr 1, 2026 | 8 | 10 | 4 | 0 | 0 | 82% | |
| Mar 1, 2026 | 9 | 10 | 4 | 0 | 0 | 83% | |
| Feb 1, 2026 | 8 | 10 | 4 | 0 | 0 | 82% |
Price targets
Where 15 covering analysts think CPAY trades over the next 12 months.
$461.00 +16.8% upside Buy
Current$394.60 Low$390.00 Median$455.00 High$536.00 15 analysts
$390.00$536.00
Analyst rating Buy· 1.7/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
14 SEC filing reports analyzed · 2 bullish, 1 bearish, 0 mixed, 11 neutral · avg impact 3.0/10.
BEARISHCLUSTER5/10
Corpay CEO Ronald Clarke executed a massive option exercise and sold a large block of shares, totali
Aug 26, 2026
NEUTRALCLUSTER4/10
CEO Ronald Clarke sold ~$83.2M in open-market shares over Aug 21-25, 2026, following the exercise of
Aug 26, 2026
NEUTRALCLUSTER3/10
Three Corpay insiders sold a total of $2.54M in open-market sales over a one-week window, led by Gro
Aug 22, 2026
NEUTRAL1442/10
Director Steven T. Stull filed a Form 144 notice of intent to sell 4,000 shares of Corpay common sto
Aug 21, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 10, 2026
ftd
FTD: CPAY — 3,749 shares ($1.5M) failed to deliver
Settlement: 20260910, Price: $406.09, FTD Value: $1,522,431.41, CORPAY INC
Sep 7, 2026
dark_pool
Dark Pool: CPAY — 0.4M shares, 23,078 trades
Week starting 2026-09-07. Total ATS volume: 423,500 shares across 23,078 trades.
Aug 31, 2026
dark_pool
Dark Pool: CPAY — 0.6M shares, 33,624 trades
Week starting 2026-08-31. Total ATS volume: 613,492 shares across 33,624 trades.
Aug 24, 2026
dark_pool
Dark Pool: CPAY — 0.6M shares, 34,071 trades
Week starting 2026-08-24. Total ATS volume: 625,583 shares across 34,071 trades.
Aug 17, 2026
dark_pool
Dark Pool: CPAY — 0.7M shares, 33,316 trades
Week starting 2026-08-17. Total ATS volume: 688,188 shares across 33,316 trades.
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 | $7.19 | $7.12–$7.49 | 26.1% | +0.3% | 12↑ 3↓ | $1.4B | 16 |
| Next Q | $7.41 | $7.20–$7.68 | 22.7% | +0.2% | 7↑ 7↓ | $1.4B | 16 |
| Current FY | $27.39 | $27.23–$27.90 | 28.1% | +0.1% | 14↑ 0↓ | $5.3B | 16 |
| Next FY | $31.45 | $29.47–$34.50 | 14.8% | +0.7% | 13↑ 2↓ | $5.8B | 16 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $7.188 | — |
| 7d ago | $7.188 | — |
| 30d ago | $7.168 | +0.020 |
| 60d ago | $7.030 | +0.158 |
| 90d ago | $7.030 | +0.158 |
Institutional ownership
Which big funds own CPAY (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $17.1B total value (51,168,806 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, Orbis. Net buying activity: 36 institutions added/increased vs 14 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 5,709,856 | $1.9B | 11.1% | — |
| Orbis Allan Gray Ltd | 5,408,507 | $1.8B | 10.6% | — |
| JPMORGAN CHASE & CO | 4,766,416 | $1.6B | 9.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,162,643 | $1.4B | 8.1% | — |
| FMR LLC | 3,344,049 | $1.1B | 6.5% | — |
| STATE STREET CORP | 2,831,554 | $943.7M | 5.5% | — |
| Boston Partners | 2,811,551 | $939.3M | 5.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,776,845 | $925.4M | 5.4% | — |
| TIGER GLOBAL MANAGEMENT LLC | 2,149,877 | $716.5M | 4.2% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 865,723 | — | $288.5M |
| Select Equity Group, L.P. | TRIM | 1,063,946 | 717,626 | -32.6% | $239.2M |
| Mawer Investment Management Ltd. | TRIM | 513,464 | 367,757 | -28.4% | $122.6M |
| Allianz Asset Management GmbH | TRIM | 481,323 | 341,831 | -29.0% | $113.9M |
| CITIGROUP INC | ADD | 169,108 | 219,833 | +30.0% | $73.3M |
| AMERICAN CENTURY COMPANIES INC | TRIM | 322,032 | 205,190 | -36.3% | $68.4M |
| JANE STREET GROUP, LLC | DOUBLED | 1,837 | 198,734 | +10718.4% | $66.2M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | TRIM | 190,735 | 139,461 | -26.9% | $46.5M |
| BARCLAYS PLC | TRIM | 309,180 | 132,415 | -57.2% | $44.1M |
| Mediolanum International Funds Ltd | DOUBLED | 30,238 | 115,154 | +280.8% | $38.6M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
6 insiders, 50 transactions. Net -$113.4M — $0.00 bought, $113.4M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 25, 2026 | Clarke Ronald | CEO & Chairman of BOD | SELL | 6,854 | $409.56 | $2.8M |
| Aug 25, 2026 | Clarke Ronald | CEO & Chairman of BOD | SELL | 15,575 | $411.49 | $6.4M |
| Aug 25, 2026 | Clarke Ronald | CEO & Chairman of BOD | SELL | 12,109 | $410.56 | $5.0M |
| Aug 25, 2026 | Clarke Ronald | CEO & Chairman of BOD | SELL | 9,581 | $414.57 | $4.0M |
| Aug 25, 2026 | Clarke Ronald | CEO & Chairman of BOD | SELL | 50,504 | $412.59 | $20.8M |
| Aug 25, 2026 | Clarke Ronald | CEO & Chairman of BOD | SELL | 24,670 | $413.42 | $10.2M |
| Aug 25, 2026 | Clarke Ronald | CEO & Chairman of BOD | SELL | 193 | $415.11 | $80.1K |
| Aug 24, 2026 | Clarke Ronald | CEO & Chairman of BOD | SELL | 16,540 | $415.82 | $6.9M |
| Aug 24, 2026 | Clarke Ronald | CEO & Chairman of BOD | SELL | 4,039 | $418.86 | $1.7M |
| Aug 24, 2026 | Clarke Ronald | CEO & Chairman of BOD | SELL | 5,882 | $414.16 | $2.4M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CPAY.
Shares short
3,121,394
Settlement Sep 15, 2026
Change vs prior
+14.3%
Semi-monthly cycle
Days to cover
7.3
At avg daily volume
Of shares outstanding
≈4.8%
Estimate — not % of float
All CPAY filing & press-release reports (14)
- CLUSTER reportAug 26, 2026
- CLUSTER reportAug 26, 2026
- CLUSTER reportAug 22, 2026
- 144 reportAug 21, 2026
- CLUSTER reportAug 21, 2026
- 144 reportAug 20, 2026
- CLUSTER reportAug 19, 2026
- 144 reportAug 18, 2026
- INST-CLUSTER reportJul 30, 2026
- 8-K reportJul 24, 2026
- CLUSTER reportJun 16, 2026
- 8-K reportJun 5, 2026
- 8-K reportApr 27, 2026
- DEFA14A reportApr 10, 2026