Analysts Set Global Payments Inc. (NYSE:GPN) PT at $84.29

Shares of Global Payments Inc. (NYSE:GPN) have been given a consensus recommendation of “Hold” by the twenty-three ratings firms that are covering the company, Marketbeat Ratings reports. Three analysts have rated the stock with a sell rating, sixteen have issued a hold rating and four have issued a buy rating on the company. The average twelve-month target price among brokers that have issued ratings on the stock in the last year is $84.2857.

Several equities analysts have recently issued reports on GPN shares. Citigroup reduced their price target on shares of Global Payments from $110.00 to $90.00 and set a “buy” rating for the company in a report on Thursday, April 2nd. Weiss Ratings downgraded Global Payments from a “hold (c-)” rating to a “sell (d)” rating in a research report on Monday, May 11th. Zacks Research cut Global Payments from a “strong-buy” rating to a “hold” rating in a research report on Friday, May 1st. Mizuho reduced their price target on Global Payments from $125.00 to $110.00 and set an “outperform” rating for the company in a research report on Thursday, March 26th. Finally, Cantor Fitzgerald cut their price objective on shares of Global Payments from $88.00 to $76.00 and set a “neutral” rating on the stock in a research note on Monday, May 11th.

Institutional Trading of Global Payments

Institutional investors have recently made changes to their positions in the stock. Gtcr LLC purchased a new stake in shares of Global Payments during the first quarter worth $2,911,939,000. Norges Bank bought a new position in Global Payments during the fourth quarter worth $276,014,000. Balyasny Asset Management L.P. boosted its holdings in Global Payments by 112.3% in the 3rd quarter. Balyasny Asset Management L.P. now owns 2,281,476 shares of the business services provider’s stock valued at $189,545,000 after purchasing an additional 1,206,807 shares during the period. Clearbridge Investments LLC increased its holdings in shares of Global Payments by 5,710.5% during the 4th quarter. Clearbridge Investments LLC now owns 941,299 shares of the business services provider’s stock worth $72,857,000 after purchasing an additional 925,099 shares during the period. Finally, Healthcare of Ontario Pension Plan Trust Fund raised its position in shares of Global Payments by 93.8% during the fourth quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 1,412,128 shares of the business services provider’s stock valued at $109,299,000 after buying an additional 683,524 shares during the last quarter. 89.76% of the stock is currently owned by institutional investors and hedge funds.

Global Payments Trading Up 0.9%

NYSE GPN opened at $73.27 on Wednesday. The company has a debt-to-equity ratio of 0.86, a quick ratio of 0.79 and a current ratio of 0.79. Global Payments has a one year low of $62.45 and a one year high of $90.64. The company has a 50-day simple moving average of $68.76 and a 200-day simple moving average of $73.67. The firm has a market capitalization of $20.04 billion, a PE ratio of -35.92, a price-to-earnings-growth ratio of 0.41 and a beta of 0.75.

Global Payments (NYSE:GPN) last announced its quarterly earnings results on Wednesday, May 6th. The business services provider reported $2.96 earnings per share for the quarter, topping analysts’ consensus estimates of $2.82 by $0.14. Global Payments had a positive return on equity of 13.11% and a negative net margin of 7.99%.The business had revenue of $2.86 billion for the quarter, compared to analysts’ expectations of $2.81 billion. During the same period in the prior year, the firm earned $2.82 EPS. The business’s quarterly revenue was up 63.1% on a year-over-year basis. Global Payments has set its FY 2026 guidance at 13.800-14.000 EPS. On average, equities analysts forecast that Global Payments will post 13.89 earnings per share for the current year.

Global Payments Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, June 26th. Stockholders of record on Friday, June 12th will be given a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Friday, June 12th. Global Payments’s dividend payout ratio is -49.02%.

Key Headlines Impacting Global Payments

Here are the key news stories impacting Global Payments this week:

• Negative Sentiment: Zacks Research trimmed its Q2 2026 EPS estimate to $3.49 from $3.55 and its Q3 2026 estimate to $3.66 from $3.69, which may pressure sentiment around near-term earnings. Global Payments estimate update
• Negative Sentiment: The firm also cut its Q1 2027 EPS forecast to $3.40 from $3.47 and lowered FY2028 earnings expectations to $19.00 from $19.26, adding to a cautious near-term view. Global Payments estimate update
• Neutral Sentiment: Zacks Research reiterated a Hold rating, signaling limited conviction despite the recent estimate changes. Global Payments analyst note
• Positive Sentiment: Some longer-dated forecasts improved, including FY2027 EPS to $16.43 from $16.24, Q3 2027 EPS to $4.37 from $4.30, Q4 2027 EPS to $4.51 from $4.32, and Q4 2026 EPS to $3.74 from $3.72, suggesting better earnings power later in the cycle. Global Payments estimate update
• Neutral Sentiment: A separate article highlighted broader S&P 500 payment-trend themes that could support the stock, but it did not present a direct company-specific catalyst. Payment trends article

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.