AlphaYou
Overview
Smart money at a glance
Filings to Oct 1, 2026Net selling: insiders sold $113.4M and bought $0 on the open market in 90 days (SEC Form 4). Congress: net selling of $7K to $105K in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$113.4M netNet selling
- CongressSTOCK Act, last 180 days
- -$7K to -$105K netNet selling
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 3 added, 0 cutMore adding
- Federal contractsUSAspending.gov, last 12 months
- No awardsNone on record
Key stats
Fundamentals Sep 30- Open
- $394.04
- 52-wk high
- $427.46
- High
- $394.27
- 52-wk low
- $252.84
- Low
- $388.61
- Prev close
- $396.23
- Mkt cap
- $25.78B
- P/E
- 24.1x
- Volume
- 587.2K
- Fwd P/E
- 12.8x
- Beta
- 0.87
- P/S
- 5.1x
- P/B
- 7.3x
- Profit margin
- +22.7%
- Op margin
- +46.9%
- ROE
- +29.2%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about CPAY filings
Are insiders buying or selling Corpay Inc (CPAY) stock?
Net selling: insiders sold $113.4M and bought $0 of CPAY stock on the open market in the 90 days to Oct 1, 2026, according to SEC Form 4 filings. The largest was Clarke, Ronald (CEO & Chairman of BOD), who sold $88.5M. The latest filing was on Aug 26, 2026.
Which members of Congress have traded CPAY recently?
Rep. April McClain Delaney (D) sold $1K to $15K on Jul 31, 2026, disclosed 3 days later. Rep. April McClain Delaney (D) sold $1K to $15K on Jul 30, 2026, disclosed 4 days later. Rep. April McClain Delaney (D) sold $1K to $15K on Jul 28, 2026, disclosed 6 days later. Rep. April McClain Delaney (D) sold $1K to $15K on Jul 17, 2026, disclosed 17 days later. In total, 1 member disclosed 7 CPAY trades with trade dates in the last 180 days, filed a median 17 days after trading.
How current is this CPAY smart-money data?
This summary uses filings available on Oct 1, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position and insiders have been net selling.
What funds are doing
Buys/Adds (3)
- AQ
AQR
$94.3M
added
- MI
Millennium
$31.0M
added
- SC
Steadfast Capital
$30.0M
bought
What insiders are doing
What Congress is doing
How top traders are positioned
No tracked top-trader positions in CPAY right now.
Live Hyperliquid positioning - not every stock is covered
Earnings
Earnings came in 6.6% above what analysts expected.
Earnings per share
$6.22 expected
Revenue
$1.30B expected
The release did not provide a source-backed EPS figure.
Q3 2026 guidance
$1.35B
$1.35B expected+0.5%
Reports Nov 4, 2026, in 34 days
Estimates as of Oct 1, 2026
EPS expected
$7.12 to $7.49
Revenue expected
14 analysts
Last 30 days
Analysts raising estimates
Estimate drift
Change in 30 days
What the company said
Financials
What it sold, what it cost, what was left.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $1.17B | $1.25B | $1.26B | $1.34B |
| Cost of what it sold | $341.9M | $376.7M | $344.5M | $275.2M |
| Gross profit | $830.6M | $871.6M | $916.5M | $1.06B |
| What it spent | ||||
| Sales and admin | $178.6M | $220.5M | $203.8M | $223.7M |
| Other operating costs | $128.8M | $140.1M | $169.6M | $368.8M |
| Total operating expenses | $307.4M | $360.5M | $373.4M | $592.5M |
| What was left | ||||
| Operating profit | $523.1M | $511.0M | $543.1M | $471.2M |
| Interest on debt | $100.0M | $113.0M | $110.1M | $114.7M |
| Profit before tax | $421.7M | $399.4M | $505.0M | $344.7M |
| Tax | $143.3M | $133.8M | $151.3M | $92.9M |
| Net profit | $277.9M | $264.5M | $350.1M | $248.3M |
| EBITDA | $614.9M | $629.0M | $729.9M | $459.4M |
Technicals
Price structure
This stock is under pressure.
Trend
Under pressure
25 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage is bearish
Can Core Growth Help CPAY Sustain Its Strong Revenue Momentum?
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NeutralSep 27Federal Trade Commission approves $100 million settlement with Corpay
BearishSep 22FleetCor, CEO agree to pay $100 million over hidden fuel-card fees
BearishSep 20Atlanta’s Corpay to settle hidden fees lawsuit for $100M
BearishSep 20FleetCor Agrees to Pay $100 Million to Resolve Administrative Action After Federal Court Finds that It Violated the FTC Act by Charging Unauthorized Fees
BearishSep 17FleetCor Agrees to Pay $100 Million to Resolve Administrative Action After Federal Court Finds that It Violated the FTC Act by Charging Unauthorized Fees
BearishSep 17FleetCor enters $100M settlement
BearishSep 17
Macro
10 macro signals shaping CPAY right now
Unlock sector rotation, regime shifts, and macro event windows tied to this stock.
Unlock the full results