CORPAY, INC.
Corpay (NYSE:CPAY) reported Q2 2026 revenue of $1.34 billion, up 21% year over year and $45 million above expectations, with cash EPS of $7.00, up 36%. The company raised full-year guidance to $5.31 billion revenue and $27.35 cash EPS midpoint, citing growth in Corporate and Vehicle Payments, plus Alpha and Avid contributions, while noting a $100 million FTC-related charge and an Epics divestiture.
Farrelly Joseph W sold 5,300 shares of CORPAY, INC. (CPAY) at an average of $410.00 ($405.09–$415.03, $2.17M total) across 3 trades over 2026-08-12 to 2026-08-13.
Orbis Investment Management Limited, Orbis Investment Management (U.S.), L.P., and Allan Gray Australia Pty Ltd filed Schedule 13G/A (Amendment No. 9) for Corpay, Inc. (CPAY). They report 5,408,507 Corpay shares beneficially owned, about 8.3% of the outstanding class. Orbis Investment Management Limited holds 5,053,072 shares (7.7%), with sole voting and dispositive power.
Over the past 7 days, alphai's AI scored 6 news stories mentioning CPAY (CORPAY, INC.). Coverage has skewed bullish: 4 bullish, 2 neutral, and 0 bearish.
Recent CPAY coverage spans earnings, financial news and insider activity.
In the last 30 days, CPAY insiders filed 3 SEC Form 4 transactions — no purchases and 3 sales ($2.2M). The most active reporter was Farrelly Joseph W with 3 filings.
Raised guidance plus record cash EPS supports a bullish near-term bias, but FTC settlement charge and Epics divestiture add offsetting risk.
The filing discloses an insider sale by a director, which can modestly affect near-term sentiment but is not, by itself, a fundamental catalyst.
This is a fresh ownership disclosure that can affect perceived control, liquidity, and potential activist or strategic overhang, but it does not indicate an immediate operational change.
Guidance raise plus strong organic growth and buybacks likely supports near-term upside, but FTC settlement charge and float drag add risk.
A Form 144 resale filing can signal potential near-term supply overhang, but the article provides no share count for the planned resale or timing details.
alphai scores every news story that mentions CPAY with an AI model for sentiment and relevance, and aggregates insider trades from CORPAY, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Corpay (NYSE:CPAY) reported Q2 2026 revenue of $1.34 billion, up 21% year over year and $45 million above expectations, with cash EPS of $7.00, up 36%. The company raised full-year guidance to $5.31 billion revenue and $27.35 cash EPS midpoint, citing growth in Corporate and Vehicle Payments, plus Alpha and Avid contributions, while noting a $100 million FTC-related charge and an Epics divestiture.
6 min readFarrelly Joseph W sold 5,300 shares of CORPAY, INC. (CPAY) at an average of $410.00 ($405.09–$415.03, $2.17M total) across 3 trades over 2026-08-12 to 2026-08-13.
2 min readOrbis Investment Management Limited, Orbis Investment Management (U.S.), L.P., and Allan Gray Australia Pty Ltd filed Schedule 13G/A (Amendment No. 9) for Corpay, Inc. (CPAY). They report 5,408,507 Corpay shares beneficially owned, about 8.3% of the outstanding class. Orbis Investment Management Limited holds 5,053,072 shares (7.7%), with sole voting and dispositive power.
4 min readCorpay (NYSE:CPAY) reported Q2 2026 revenues of $1.34B, up 21%, and adjusted net income per diluted share of $7.00, up 36% year over year. Management guided FY2026 revenue to $5.29B-$5.33B and adjusted EPS to $27.15-$27.55, plus FCF of about $1.8B. The quarter included a $100M FTC settlement charge and $321M in share repurchases.
6 min readCorpay, Inc. (CPAY) filed a Form 144 notice to resell NYSE-traded common stock through UBS Financial Services Inc., according to the filing. The notice also lists prior restricted stock award acquisitions from the issuer on 01/22/2025 (1,102 shares), 01/23/2024 (1,497), 01/01/2016 (408), and 05/04/2017 (2,293).
3 min readCorpay (NYSE: CPAY) said it launched an AI-powered Virtual Assistant in the UK within its Corpay Complete platform for finance teams. The company cited research of 300 UK CFOs showing 86% spend six or more hours weekly on manual expense, invoice and supplier payment admin. The assistant supports spend queries, approvals and report generation, with user confirmation required.
3 min readSimply Wall St reports Corpay (CPAY) fair value increased from $395.14 to $438.50 (about 11%) after Q2 results, raised 2026 guidance, and analyst updates. Multiple firms lifted targets into the low to mid $400s, including Baird to $475 and Morgan Stanley to $455. Key model inputs changed: revenue growth and net margin assumptions declined while future P/E rose.
4 min readCorpay (NYSE:CPAY) raised full-year revenue guidance to $5.31B at the midpoint (+17% vs 2025) and adjusted EPS to $27.35 (+28%). Q2 results included a $45M revenue beat; guidance reflects improved macro and momentum, partly offset by an epyx sale expected to close in fall. Q3 revenue midpoint is $1.355B, adjusted EPS $7.15.
6 min readCorpay (CPAY) shares rose less than 1% to about $398 after Q2 results. The company reported revenue of about $1.34B and record cash EPS of $7, with full-year cash EPS and revenue guidance raised. Q2 revenue grew about 21% year over year; cash EPS rose 36%.
4 min readCorpay, Inc. (CPAY) reported Q2 net income of $248.3 million, or $3.70 per share. Adjusted earnings were $7.00 per share versus a Zacks estimate of $6.60. Revenue was $1.34 billion versus $1.31 billion expected. Corpay forecast full-year earnings of $27.15 to $27.55 per share and revenue of $5.29 to $5.33 billion.
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