Corpay, Inc. · NYSE (us_market)
Technology · Software - Infrastructure · United States
Corpay, Inc. operates as a payments company that helps businesses and consumers to manage and pay their expenses. It operates through Corporate Payments, Vehicle Payments, Lodging Payments, and Other segments. The company offers vehicle payment solutions for fuel, tolls and parking, vehicle compliance, auto insurance and road assistance, fleet maintenance, and long-haul transportation services, as well as prepaid food and transportation vouchers and cards. It also provides corporate payment solutions, such as cross-border payments, spend management solutions, AP modernization, virtual cards, and purchasing and T&E cards. Additionally, it offers lodging payments solutions for employees who travel overnight for work purposes; traveling crews and stranded passengers from airlines and cruise lines; workforce lodging solutions for business travel programs; airline logistics, crew management, insurance, and other payments solutions. Further, the company offers gifts and payroll cards. It serves business, merchant, consumer, and payment network customers. The company was formerly known as FLEETCOR Technologies, Inc. and changed its name to Corpay, Inc. in June 2002. Corpay, Inc. was founded in 1986 and is headquartered in Atlanta, Georgia.
| Event Period | Drawdown | Buy Point (Bottom) | Sell Point (Peak) | ticker.setupCols.buyScore | ticker.setupCols.sellScore | Max Return | Algo Return |
|---|---|---|---|---|---|---|---|
DROP2026-02-10$356.38 RISE2026-03-19$284.38 PEAK2026-05-29$361.80 108d | -20.2% 37d | Missed | Missed | — | — | +27.2% 71d | Missed |
DROP2025-07-23$344.14 RISE2025-10-30$255.00 PEAK2026-01-09$331.50 170d | -25.9% 99d | Missed | Missed | — | — | +30.0% 71d | Missed |
DROP2025-02-06$389.55 RISE2025-04-08$283.07 PEAK2025-05-13$354.82 96d | -27.3% 61d | Missed | Missed | — | — | +25.3% 35d | Missed |
DROP2024-04-03$316.14 RISE2024-08-05$265.91 PEAK2024-10-23$354.38 203d | -15.9% 124d | Missed | Missed | — | — | +33.3% 79d | Missed |
DROP2024-04-03$316.14 RISE2024-06-14$249.66 PEAK2024-08-30$315.55 149d | -21.0% 72d | Missed | Missed | — | — | +26.4% 77d | Missed |
DROP2023-09-06$275.48 RISE2023-10-27$221.90 PEAK2024-01-25$293.80 141d | -19.4% 51d | Missed | Missed | — | — | +32.4% 90d | Missed |
DROP2023-02-02$221.68 RISE2023-03-17$187.20 PEAK2023-06-13$240.30 131d | -15.6% 43d | Missed | Missed | — | — | +28.4% 88d | Missed |
DROP2022-08-18$236.31 RISE2022-12-22$177.84 PEAK2023-02-02$221.68 168d | -24.7% 126d | 2022-10-17 $171.72 | 2023-02-02 $221.68 | 67Deep Value | 55Deep Value | +24.7% 42d | +29.1% Held 108d |
DROP2022-08-18$236.31 RISE2022-10-20$164.00 PEAK2022-11-11$199.80 85d | -30.6% 63d | 2022-10-17 $171.72 | 2022-11-11 $199.80 | 67Deep Value | 60Deep Value | +21.8% 22d | +16.4% Held 25d |
DROP2022-04-20$261.69 RISE2022-07-14$205.42 PEAK2022-08-18$236.31 120d | -21.5% 85d | Missed | Missed | — | — | +15.0% 35d | Missed |
DROP2022-04-20$261.69 RISE2022-05-09$216.61 PEAK2022-05-27$249.48 37d | -17.2% 19d | Missed | Missed | — | — | +15.2% 18d | Missed |
DROP2021-10-26$275.63 RISE2022-03-07$219.13 PEAK2022-04-20$261.69 176d | -20.5% 132d | Missed | Missed | — | — | +19.4% 44d | Missed |
DROP2021-10-25$280.97 RISE2022-01-27$223.09 PEAK2022-04-20$261.69 177d | -20.6% 94d | Missed | Missed | — | — | +17.3% 83d | Missed |
DROP2021-10-25$280.97 RISE2021-12-01$200.83 PEAK2022-02-09$252.00 107d | -28.5% 37d | Missed | Missed | — | — | +25.5% 70d | Missed |
DROP2020-07-15$265.79 RISE2020-10-29$219.41 PEAK2020-12-17$282.01 155d | -17.4% 106d | Missed | Missed | — | — | +28.5% 49d | Missed |
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Even though Corpay has lagged behind the SPX over the past year, Wall Street analysts remain moderately optimistic about the stock’s prospects.
Stocks were up sharply to end the week as NVIDIA’s forward guidance showed tangible demand to support AI infrastructure and overshadowed mixed retail reports
Stocks were up sharply to end the week as NVIDIA’s forward guidance showed tangible demand to support AI infrastructure and overshadowed mixed retail reports
Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.
Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.
Earlier in May 2026, Corpay, Inc. announced a partnership with stablecoin platform BVNK to embed stablecoin wallets and settlement alongside fiat balances for its more than 800,000 clients, while also updating investors on substantial progress under its long-running US$8.90 billion share repurchase program and expanded credit facilities. The move to integrate stablecoin rails into both customer payments and Corpay’s own treasury operations highlights how the company is broadening its role in...
Earlier in May 2026, Corpay, Inc. announced a partnership with stablecoin platform BVNK to embed stablecoin wallets and settlement alongside fiat balances for its more than 800,000 clients, while also updating investors on substantial progress under its long-running US$8.90 billion share repurchase program and expanded credit facilities. The move to integrate stablecoin rails into both customer payments and Corpay’s own treasury operations highlights how the company is broadening its role in...
CPAY shares jump 10.9% over the past month as Corporate Payments growth, acquisitions and cross-border activity boost momentum.
CPAY shares jump 10.9% over the past month as Corporate Payments growth, acquisitions and cross-border activity boost momentum.
ATLANTA, May 21, 2026--Corpay, Inc. (NYSE: CPAY), the corporate payments and expense management company today announced that it closed an amendment to increase its revolving credit facility by $925 million to $3.7 billion and increase its Term Loan A by $420M to $3.3 billion, both for new 5-year terms. The USD interest rates are 10 basis points lower than the existing facilities.
Corpay stock is gaining attention as strong earnings, buybacks, and growth in cross-border payments strengthen its investment outlook.
Corpay stock is gaining attention as strong earnings, buybacks, and growth in cross-border payments strengthen its investment outlook.
Pre-market stock analysis of S&P500 stocks on 2026-05-20: top gainers and losers in today's session.
Loop Capital analyst Dominick Gabriele initiates coverage on Corpay (NYSE:CPAY) with a Buy rating and announces Price Target of $406.
Let's have a look at what is happening on the US markets in the middle of the day on Monday. Below you can find the top S&P500 gainers and losers in today's session.
Corpay delivered a first quarter that was met with a strong positive market response, driven by robust organic revenue growth and notable execution across its business segments. Management attributed the company’s outperformance to broad-based strength in Corporate Payments and significant progress in integrating recent acquisitions. CEO Ronald Clarke emphasized that "about two-thirds of our Q1 revenue beat versus guidance was really just better performance across the board, not macro related."
Corpay delivered a first quarter that was met with a strong positive market response, driven by robust organic revenue growth and notable execution across its business segments. Management attributed the company’s outperformance to broad-based strength in Corporate Payments and significant progress in integrating recent acquisitions. CEO Ronald Clarke emphasized that "about two-thirds of our Q1 revenue beat versus guidance was really just better performance across the board, not macro related."
Corpay, Inc. (CPAY) J.P.
Presenter SpeechTien-Tsin Huang Thanks, everybody, for joining. My name is Tien-Tsin Huang, I follow the Payments and IT Services Sector at JPMorgan. Really excited to have Corpay back, Peter
| 30d | 90d | YTD | 1y | |
|---|---|---|---|---|
| CPAY | +17.77% | +8.97% | +20.23% | +11.29% |
| XLK | +18.01% | +36.89% | +32.68% | +65.45% |
| Alpha (stock − sector) | -0.24% | -27.92% | -12.45% | -54.16% |
| Fund | Style | Shares | Value | % of Port | Change vs. last quarter | Period |
|---|---|---|---|---|---|---|
| StateStreet | passive | 2.94M | $856.27M | 0.03% | Unchanged | 2026-03-31 |
| FidelityFMR | fundamental | 2.70M | $784.78M | 0.04% | Added+30.9% | 2026-03-31 |
| Tiger | growth | 1.75M | $509.86M | 2.23% | Unchanged | 2026-03-31 |
| Wellington | fundamental | 1.02M | $297.97M | 0.06% | Added+64.0% | 2026-03-31 |
| Citadel | multi-strat | 42.4K | $12.34M | 0.02% | New | 2026-03-31 |
| TwoSigma | quant | 18.2K | $5.30M | 0.00% | Added+9.4% | 2026-03-31 |
| DEShaw | quant | 15.5K | $4.52M | 0.00% | Added+13.2% | 2026-03-31 |
| TRowePrice | fundamental | 2.25M | $655.04K | 0.08% | Trimmed-13.2% | 2026-03-31 |
| Filed | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-05-29 | Clarke Ronald | CEO & Chairman of BOD | M Option exercise(deriv) | 100,000 | $150.74 | −$15.07M |
| 2026-05-29 | Clarke Ronald | CEO & Chairman of BOD | F Tax withholding | 68,150 | $352.37 | −$24.01M |
| 2026-05-29 | Clarke Ronald | CEO & Chairman of BOD | M Option exercise | 100,000 | $150.74 | +$15.07M |
| 2026-05-29 | Netto Armando Lins | GroupPresident Brazil&USVehPmt | S Open-market sale | 2,694 | $357.01 | −$961.8K |
| 2026-05-29 | Netto Armando Lins | GroupPresident Brazil&USVehPmt | S Open-market sale | 14,089 | $356.05 | −$5.02M |
| 2026-05-29 | Netto Armando Lins | GroupPresident Brazil&USVehPmt | S Open-market sale | 418 | $355.08 | −$148.4K |
| 2026-05-22 | Clarke Ronald | CEO & Chairman of BOD | M Option exercise(deriv) | 100,000 | $150.74 | −$15.07M |
| 2026-05-22 | Clarke Ronald | CEO & Chairman of BOD | F Tax withholding | 68,487 | $347.46 | −$23.80M |
| 2026-05-22 | Clarke Ronald | CEO & Chairman of BOD | M Option exercise | 100,000 | $150.74 | +$15.07M |
| 2026-04-24 | Vickery Alissa B | Chief Accounting Officer | F Tax withholding | 154 | $329.93 | −$50.8K |
| 2026-04-24 | Vickery Alissa B | Chief Accounting Officer | A Grant / award | 348 | — | +$0 |
| 2026-04-24 | Vickery Alissa B | Chief Accounting Officer | F Tax withholding | 224 | $329.93 | −$73.9K |
| 2026-04-24 | Vickery Alissa B | Chief Accounting Officer | A Grant / award | 804 | — | +$0 |
| 2026-03-19 | Netto Armando Lins | GroupPresident Brazil&USVehPmt | F Tax withholding | 760 | $310.22 | −$235.8K |
| 2026-03-09 | Vickery Alissa B | Chief Accounting Officer | A Grant / award(deriv) | 1,991 | — | +$0 |
| 2026-02-26 | BEXIGA ANNABELLE G | Director | A Grant / award | 886 | — | +$0 |
| 2026-02-26 | Farrelly Joseph W | Director | A Grant / award | 886 | — | +$0 |
| 2026-02-26 | Gupta Rahul | Director | A Grant / award | 886 | — | +$0 |
| 2026-02-26 | HAGERTY THOMAS M | Director | A Grant / award(deriv) | 2,867 | — | +$0 |
| 2026-02-26 | Jones Archie L Jr | Director | A Grant / award | 886 | — | +$0 |
| 2026-02-26 | Macchia Richard | Director | A Grant / award | 886 | — | +$0 |
| 2026-02-26 | Moddelmog Hala G | Director | A Grant / award | 886 | — | +$0 |
| 2026-02-26 | Sloan Jeffrey Steven | Director | A Grant / award | 886 | — | +$0 |
| 2026-02-26 | Stull Steven T | Director | A Grant / award(deriv) | 2,867 | — | +$0 |
| 2026-02-26 | Throop Gerald C | Director | A Grant / award | 886 | — | +$0 |
| Report Date | EPS Estimate | EPS Actual | Surprise |
|---|---|---|---|
| 2026-08-05upcoming | 6.57 | — | — |
| 2026-05-07 | 5.47 | 5.80 | +6.03% |
| 2026-02-04 | 5.94 | 6.04 | +1.68% |
| 2025-11-05 | 5.64 | 5.70 | +1.02% |
| 2025-08-06 | 5.12 | 5.13 | +0.12% |
| 2025-05-06 | 3.45 | 3.40 | -1.55% |
| 2025-02-05 | 4.31 | 3.44 | -20.14% |
| 2024-11-07 | 4.97 | 5.00 | +0.54% |
| 2024-08-07 | 4.51 | 4.55 | +0.89% |
| 2024-05-08 | 4.09 | 4.10 | +0.13% |
| 2024-02-07 | 4.48 | 4.44 | -0.85% |
| 2023-11-08 | 4.50 | 4.49 | -0.17% |
| 2023-08-08 | 4.18 | 4.19 | +0.27% |
| 2023-05-03 | 3.69 | 3.80 | +2.89% |
| 2023-02-08 | 3.93 | 4.04 | +2.78% |
| 2022-11-02 | 4.19 | 4.24 | +1.19% |