Global Payments (NYSE:GPN) Given New $90.00 Price Target at Stephens

Global Payments (NYSE:GPN) had its price target decreased by Stephens from $95.00 to $90.00 in a report released on Friday,MarketScreener reports. Stephens currently has an equal weight rating on the business services provider’s stock.

Several other research firms have also recently commented on GPN. Jefferies Financial Group decreased their target price on Global Payments from $85.00 to $75.00 and set a “hold” rating for the company in a research note on Monday, November 24th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Global Payments in a research report on Wednesday, October 8th. Citigroup upgraded shares of Global Payments to a “strong-buy” rating in a research report on Thursday, October 23rd. Zacks Research raised shares of Global Payments to a “hold” rating in a research note on Tuesday, November 18th. Finally, Royal Bank Of Canada upped their price objective on shares of Global Payments from $93.00 to $95.00 and gave the company a “sector perform” rating in a report on Wednesday, November 5th. Three equities research analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating, fifteen have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $98.62.

Global Payments Stock Performance

NYSE:GPN opened at $73.82 on Friday. The company has a debt-to-equity ratio of 0.57, a quick ratio of 0.85 and a current ratio of 0.85. Global Payments has a fifty-two week low of $65.93 and a fifty-two week high of $114.17. The company has a 50 day simple moving average of $77.68 and a two-hundred day simple moving average of $81.92. The company has a market capitalization of $17.48 billion, a PE ratio of 10.37, a P/E/G ratio of 0.63 and a beta of 0.79.

Global Payments (NYSE:GPN) last posted its quarterly earnings data on Tuesday, November 4th. The business services provider reported $3.26 EPS for the quarter, beating analysts’ consensus estimates of $3.23 by $0.03. The company had revenue of $2.43 billion for the quarter, compared to analyst estimates of $2.41 billion. Global Payments had a net margin of 19.68% and a return on equity of 12.66%. During the same period in the prior year, the firm posted $3.08 EPS. Global Payments has set its FY 2025 guidance at 6.600-6.666 EPS. Research analysts anticipate that Global Payments will post 11.89 earnings per share for the current year.

Global Payments Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, December 26th. Stockholders of record on Friday, December 12th were issued a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date was Friday, December 12th. Global Payments’s dividend payout ratio (DPR) is currently 14.04%.

Insider Buying and Selling at Global Payments

In other Global Payments news, 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 transaction of $927,884.00. Following the transaction, the insider directly owned 68,096 shares in the company, valued at approximately $5,446,999.04. This trade represents a 14.56% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP David M. Sheffield sold 2,016 shares of the company’s stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $81.41, for a total transaction of $164,122.56. Following the completion of the sale, the executive vice president owned 14,438 shares of the company’s stock, valued at approximately $1,175,397.58. The trade was a 12.25% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have purchased 14,723 shares of company stock valued at $1,186,772 and have sold 18,080 shares valued at $1,439,350. 1.01% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Global Payments

Several institutional investors have recently modified their holdings of the business. Norges Bank purchased a new position in shares of Global Payments in the second quarter valued at $273,844,000. Pzena Investment Management LLC grew its holdings in Global Payments by 32.6% during the 2nd quarter. Pzena Investment Management LLC now owns 11,050,253 shares of the business services provider’s stock valued at $884,462,000 after buying an additional 2,716,156 shares in the last quarter. Balyasny Asset Management L.P. increased its position in shares of Global Payments by 112.3% during the third 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 buying an additional 1,206,807 shares during the period. Assenagon Asset Management S.A. increased its position in shares of Global Payments by 117.3% during the fourth quarter. Assenagon Asset Management S.A. now owns 1,207,277 shares of the business services provider’s stock valued at $93,443,000 after buying an additional 651,671 shares during the period. Finally, National Bank of Canada FI lifted its holdings in shares of Global Payments by 126.9% in the third quarter. National Bank of Canada FI now owns 1,019,788 shares of the business services provider’s stock worth $84,724,000 after buying an additional 570,413 shares in the last quarter. 89.76% of the stock is owned by institutional investors.

Key Headlines Impacting Global Payments

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

• Positive Sentiment: Global Payments finalized its acquisition of Worldpay, a major strategic milestone that expands scale and payment volume exposure — a clear long-term growth driver. Global Payments Finalizes Worldpay Acquisition
• Positive Sentiment: Seaport Global upgraded Global Payments, which can support near-term sentiment and buying interest from funds following sell-side momentum. Seaport Global upgrades Global Payments (GPN)
• Positive Sentiment: Another analyst shop (Seaport Res Ptn) moved GPN to a “strong-buy,” reinforcing bullish research coverage that could attract new buyers. Seaport Res Ptn upgrade
• Positive Sentiment: Zacks published a bullish piece highlighting three reasons growth investors should like GPN (above-average growth metrics and scale benefits). 3 Reasons Growth Investors Will Love Global Payments (GPN)
• Neutral Sentiment: Barchart notes Q4 earnings are imminent; consensus expects only single-digit EPS growth — the report and management commentary will likely drive short-term volatility. What You Need To Know Ahead of Global Payments’ Earnings Release
• Neutral Sentiment: Zacks ran a valuation-focused piece asking if GPN is undervalued now — useful perspective but not a catalyst by itself. Is Global Payments (GPN) Stock Undervalued Right Now?
• Neutral Sentiment: Coverage pieces are asking whether the 28% pullback has gone too far — these narratives can attract bargain hunters but don’t change fundamentals. Has Global Payments (GPN) Fallen Too Far?
• Neutral Sentiment: Analysts’ consensus remains a “hold,” indicating mixed expectations despite recent upgrades and deal completion. Consensus Recommendation of “Hold”
• Negative Sentiment: TD Cowen trimmed its price target to $90 from $95 and kept a “hold” rating — a lower target can weigh on sentiment and cap near-term upside. TD Cowen adjusts price target on Global Payments
• Negative Sentiment: A reported sale of GPN shares by Rep. Gilbert Ray Cisneros, Jr. is a small but negative signal that can feed short-term selling pressure. Rep. Gilbert Ray Cisneros, Jr. Sells Shares

About Global Payments

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.