Zacks Research Expects Lower Earnings for Global Payments

Global Payments Inc. (NYSE:GPN) – Zacks Research reduced their Q3 2026 earnings per share (EPS) estimates for Global Payments in a report released on Wednesday, August 19th. Zacks Research analyst Team now anticipates that the business services provider will post earnings of $3.56 per share for the quarter, down from their previous forecast of $3.66. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Global Payments’ current full-year earnings is $13.66 per share. Zacks Research also issued estimates for Global Payments’ Q4 2026 earnings at $3.66 EPS, FY2026 earnings at $13.63 EPS, Q1 2027 earnings at $3.43 EPS, Q2 2027 earnings at $4.07 EPS, Q3 2027 earnings at $4.20 EPS, Q4 2027 earnings at $4.30 EPS, FY2027 earnings at $16.00 EPS, Q1 2028 earnings at $4.02 EPS, Q2 2028 earnings at $4.64 EPS and FY2028 earnings at $18.53 EPS.

A number of other research analysts also recently issued reports on GPN. UBS Group assumed coverage on shares of Global Payments in a research report on Thursday, August 6th. They issued a “buy” rating on the stock. Cantor Fitzgerald dropped their price target on Global Payments from $88.00 to $76.00 and set a “neutral” rating on the stock in a research note on Monday, May 11th. BMO Capital Markets reaffirmed a “market perform” rating and issued a $83.00 price objective on shares of Global Payments in a report on Thursday, August 6th. Truist Financial raised their target price on Global Payments from $76.00 to $79.00 and gave the stock a “hold” rating in a report on Friday, July 24th. Finally, Wall Street Zen lowered shares of Global Payments from a “buy” rating to a “hold” rating in a research report on Saturday, May 30th. Ten analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $90.92.

Global Payments Trading Up 1.5%

Shares of NYSE:GPN opened at $91.72 on Thursday. The business’s fifty day simple moving average is $78.72 and its 200-day simple moving average is $73.58. Global Payments has a 12-month low of $61.16 and a 12-month high of $95.58. The company has a current ratio of 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 0.90. The company has a market capitalization of $24.27 billion, a PE ratio of -30.78, a P/E/G ratio of 0.52 and a beta of 0.74.

Global Payments (NYSE:GPN) last issued its earnings results on Wednesday, August 5th. The business services provider reported $3.46 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.44 by $0.02. Global Payments had a negative net margin of 9.16% and a positive return on equity of 13.80%. The company had revenue of $3.16 billion for the quarter, compared to analysts’ expectations of $3.16 billion. During the same period in the prior year, the business earned $3.10 EPS. The firm’s quarterly revenue was up 68.6% on a year-over-year basis. Global Payments has set its FY 2026 guidance at 13.600-13.800 EPS.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. BI Asset Management Fondsmaeglerselskab A S raised its stake in Global Payments by 1.6% during the fourth quarter. BI Asset Management Fondsmaeglerselskab A S now owns 10,260 shares of the business services provider’s stock worth $794,000 after purchasing an additional 163 shares during the period. Southern Financial Group LLC lifted its stake in Global Payments by 5.1% during the first quarter. Southern Financial Group LLC now owns 3,651 shares of the business services provider’s stock worth $246,000 after purchasing an additional 178 shares in the last quarter. Van ECK Associates Corp lifted its stake in Global Payments by 0.6% during the 3rd quarter. Van ECK Associates Corp now owns 30,262 shares of the business services provider’s stock worth $2,514,000 after acquiring an additional 187 shares in the last quarter. New Mexico Educational Retirement Board grew its holdings in shares of Global Payments by 1.8% in the fourth quarter. New Mexico Educational Retirement Board now owns 11,248 shares of the business services provider’s stock valued at $871,000 after purchasing an additional 200 shares in the last quarter. Finally, Dempze Nancy E increased its holdings in Global Payments by 1.5% during the 4th quarter. Dempze Nancy E now owns 13,500 shares of the business services provider’s stock worth $1,045,000 after purchasing an additional 200 shares during the period. Hedge funds and other institutional investors own 89.76% of the company’s stock.

Global Payments Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, September 25th. Shareholders of record on Friday, September 11th will be issued a $0.25 dividend. The ex-dividend date is Friday, September 11th. This represents a $1.00 dividend on an annualized basis and a yield of 1.1%. Global Payments’s dividend payout ratio is presently -33.56%.

Global Payments News Roundup

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

• Positive Sentiment: RBC raised its price target to $102 from $96 while maintaining a “sector perform” rating. The new target implies additional upside from the referenced share price and provides support for the stock’s recent strength. Benzinga report
• Neutral Sentiment: Zacks Research made modest upward adjustments to its Q1 2027 EPS estimate, to $3.43 from $3.40, and its Q1 2028 estimate, to $4.02 from $3.96. However, Zacks retained a “Hold” rating, indicating limited conviction that the revised outlook warrants a more bullish stance.
• Negative Sentiment: Zacks reduced estimates across several periods, including Q3 and Q4 2026, FY2026, Q2–Q4 2027, FY2027 and FY2028. Its FY2026 EPS forecast fell to $13.63 from $13.85, FY2027 declined to $16.00 from $16.43, and FY2028 dropped to $18.53 from $19.00. The cuts point to more cautious expectations for earnings momentum and could limit further gains despite the higher RBC target.

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.