Global Payments (NYSE:GPN – Get Free Report) had its price target upped by investment analysts at BNP Paribas Exane from $73.00 to $76.00 in a note issued to investors on Thursday,MarketScreener reports. The firm currently has an “underperform” rating on the business services provider’s stock. BNP Paribas Exane’s price target suggests a potential downside of 6.99% from the stock’s current price.
Several other brokerages also recently weighed in on GPN. Royal Bank Of Canada reissued a “sector perform” rating and set a $97.00 price target (up previously from $95.00) on shares of Global Payments in a research report on Thursday. Truist Financial set a $85.00 target price on shares of Global Payments in a research report on Tuesday, January 20th. Raymond James Financial reissued an “outperform” rating and set a $105.00 price target on shares of Global Payments in a report on Tuesday, November 4th. UBS Group reiterated a “neutral” rating and set a $87.00 price objective (up previously from $80.00) on shares of Global Payments in a research report on Thursday. Finally, TD Cowen reissued a “hold” rating on shares of Global Payments in a research report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, fifteen have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $91.14.
Check Out Our Latest Stock Report on Global Payments
Global Payments Trading Up 1.8%
Global Payments (NYSE:GPN – Get Free Report) last announced its quarterly earnings data on Wednesday, February 18th. The business services provider reported $3.18 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.16 by $0.02. Global Payments had a return on equity of 12.72% and a net margin of 16.92%.The firm had revenue of $2.32 billion for the quarter, compared to analysts’ expectations of $2.32 billion. During the same period last year, the firm earned $2.85 earnings per share. The company’s revenue for the quarter was up 1.4% compared to the same quarter last year. Global Payments has set its FY 2026 guidance at 13.800-14.000 EPS. On average, analysts predict that Global Payments will post 11.89 earnings per share for the current fiscal year.
Insiders Place Their Bets
In other news, EVP David M. Sheffield sold 2,016 shares of the firm’s stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $81.41, for a total value of $164,122.56. Following the completion of the sale, the executive vice president directly owned 14,438 shares of the company’s stock, valued at $1,175,397.58. This trade represents a 12.25% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider David Lawrence Green sold 11,600 shares of the firm’s stock in a transaction on Wednesday, December 3rd. The stock was sold at an average price of $79.99, for a total value of $927,884.00. Following the completion of the sale, the insider owned 68,096 shares of the company’s stock, valued at approximately $5,446,999.04. This represents a 14.56% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 1.01% of the company’s stock.
Hedge Funds Weigh In On Global Payments
Hedge funds have recently added to or reduced their stakes in the company. Strive Financial Group LLC bought a new position in shares of Global Payments during the fourth quarter valued at approximately $25,000. North Star Investment Management Corp. raised its stake in shares of Global Payments by 242.2% during the third quarter. North Star Investment Management Corp. now owns 308 shares of the business services provider’s stock valued at $26,000 after acquiring an additional 218 shares in the last quarter. DV Equities LLC purchased a new stake in shares of Global Payments in the fourth quarter valued at approximately $26,000. Root Financial Partners LLC purchased a new position in Global Payments during the 3rd quarter worth $27,000. Finally, SouthState Bank Corp bought a new stake in Global Payments during the 3rd quarter valued at $28,000. 89.76% of the stock is currently owned by institutional investors.
Key Global Payments News
Here are the key news stories impacting Global Payments this week:
- Positive Sentiment: Q4 EPS slightly topped estimates and management gave robust FY‑2026 guidance (EPS $13.80–$14.00), a lead catalyst for the jump in the stock. Why Global Payments Stock Blasted Nearly 17% Higher on Wednesday
- Positive Sentiment: Board approved a $2.5B share buyback (including accelerated repurchases) and declared a quarterly dividend — clear shareholder-return actions that support the rally. Global Payments Issues Strong Profit Outlook, Unveils $2.5 Billion Stock Buyback
- Positive Sentiment: Analysts are lifting targets and revising ratings — most notably Wells Fargo raised its target to $105 (overweight), which helps sentiment and gives upside expectations. Benzinga
- Positive Sentiment: Technical momentum: GPN has pushed above its 20-, 50- and 200-day moving averages, attracting momentum and technical buyers. Global Payments Recently Broke Out Above the 20-Day Moving Average
- Neutral Sentiment: Q4 results were mixed: adjusted EPS beat narrowly but revenue essentially met/was flat year-over-year and costs remain elevated — fundamentals supportive but not uniformly strong. Global Payments Q4 Earnings Meet Estimates
- Neutral Sentiment: Market reaction already baked in much of the near-term upside (strong guidance + buyback), so further gains depend on execution and margin improvement over 2026. Result Reaction Underpins Low Expectations Thesis
- Negative Sentiment: Unusual put-option buying was observed (large increase vs. average), which could signal hedging or a subset of traders betting on near-term weakness. (Trading report)
- Negative Sentiment: Some analysts remain cautious (e.g., UBS maintained a Hold), noting the outlook is conservative and medium-term upside depends on Worldpay integration and cost control. Global Payments: Conservative 2026 Outlook Offsetting Medium-Term Upside
- Negative Sentiment: Revenue growth was modest and higher operating costs were highlighted on the call — miss any future execution targets and the stock could give back gains. Global Payments’ shares surge on quarterly profit rise, strong annual forecast
Global Payments Company Profile
Global Payments Inc (NYSE: GPN) is a worldwide provider of payment technology and software solutions that enables commerce for merchants, issuers and enterprises. The company develops and operates payment processing networks, point-of-sale systems and cloud-based software that facilitate electronic transactions across in-store, online and mobile channels. Its services span merchant acquiring, payment gateway services, omnichannel commerce platforms, and solutions for recurring and subscription billing.
Global Payments offers a range of products and services including integrated payment terminals and point-of-sale software, e-commerce and gateway technologies, fraud prevention and tokenization tools, and business analytics and reporting.
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