GLOBAL PAYMENTS INC.
At today's price, GLOBAL PAYMENTS INC. (GPN) is priced for +8.4% 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.
- The story is the Worldpay acquisition and the Issuer Solutions divestiture, which transformed the company into a focused merchant-solutions business. Adjusted EPS of $2.96 beat the $2.86 estimate, but GAAP swung to a $1.8 billion net loss, mostly from a $1.59 billion loss on the discontinued Issuer Solutions sale. - The risk is balance-sheet and competitive. The company carries about $22.7 billion of gross debt at roughly 3x net leverage, and it competes in merchant acquiring against Adyen, St
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772 institutional managers reported holding GPN in 13F filings for the quarter ended 2026-03-31. 87 opened new positions that quarter. Held by Vanguard Group, BlackRock, Harris Associates (Oakmark), among others. On the short side, 18.7M shares were sold short as of the 2026-06-15 count, about 7% of shares outstanding (3.8 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.
GPN has cut its share count 7.4% over the past five years, spending $8.09B on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting); the current rate is $1.00 a share annually. Cash returned over the past three years: $689.37M in dividends and $3.29B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at GPN over the trailing three years: 2023: 1 buy totaling $420k; 2024: 1 buy totaling $673k; 2025: 3 buys totaling $1.19M; 2026: 1 buy totaling $99k. 23 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
GPN's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-02 | +10.6% | -7.4% |
| 2023-11-01 | +5.0% | +15.1% |
| 2024-02-15 | +1.3% | -11.3% |
| 2024-05-02 | -10.0% | -12.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
GPN's latest 8-K filings: 2026-05-07 (items 8.01); 2026-05-06 (items 2.02, 9.01); 2026-05-04 (items 5.07); 2026-03-12 (items 1.01, 2.03, 8.01, 9.01); 2026-03-11 (items 1.01, 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.