Corpay, Inc
At today's price, Corpay, Inc (CPAY) is priced for +0.0% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
- Corpay, the former FleetCor, is a corporate-payments company built on fuel cards, vehicle/fleet payments, and a fast-growing cross-border and corporate-payments division. Q1 2026 revenue rose 25% to $1.26B and cash EPS jumped 29% to $5.80, and management raised full-year guidance. - Corporate payments now drives the story: 16% organic growth and $82B in spend volumes, lifting the segment to 40% of total revenue from 35% a year earlier. The portfolio is rotating away from the slower fuel-card l
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656 institutional managers reported holding CPAY in 13F filings for the quarter ended 2026-03-31. Together they hold about 86% of the company; the top 10 hold 51%. 82 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 3.6M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (7 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
CPAY has cut its share count 18.8% over the past five years, spending $5.90B on repurchases. It pays no dividend. Cash returned over the past three years: $3.55B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at CPAY over the trailing three years. Absence is a fact about the company, not a signal.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
CPAY's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-10 | +5.3% | -7.4% |
| 2023-11-10 | -2.0% | +22.7% |
| 2024-03-01 | +0.3% | +8.3% |
| 2024-05-10 | -6.9% | +1.1% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
CPAY's latest 8-K filings: 2026-05-22 (items 1.01, 7.01, 9.01); 2026-05-12 (items 7.01); 2026-05-12 (items 5.07); 2026-05-07 (items 2.02, 7.01, 9.01); 2026-04-27 (items 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.