Western Union (WU) Q4 Earnings: What To Expect
Western Union (WU) is set to report its Q4 earnings on Friday morning, with analysts expecting flat year-on-year revenue of $1.04 billion and adjusted earnings of $0.43 per share. The company met revenue expectations last quarter, and its stock has seen a 5.1% increase over the last month despite general underperformance in the diversified financial services segment. Investors will be watching closely to see if WU can meet or beat these expectations, especially given its history of missing Wall Street's revenue estimates three times in the past two years.
Discipline and Rules-Based Execution in CPAY Response
This article analyzes Fleetcor Technologies Inc. (NASDAQ: CPAY), highlighting conflicting sentiment and a mid-channel oscillation pattern. It presents an exceptional short setup with a 34.2:1 risk-reward ratio and outlines three AI-generated trading strategies tailored for different risk profiles. The analysis includes multi-timeframe signal analysis and provides real-time alerts for key levels.
WEX (WEX) Faces Activist Proxy Fight: Is Capital Allocation Undermining Its Competitive Narrative?
Activist investor Impactive Capital has initiated a proxy contest against WEX Inc., nominating four directors and critiquing the company's operating margins, corporate governance, and performance compared to its peer Corpay. This move scrutinizes WEX's capital allocation, including a recent US$1.88 billion share repurchase program, despite the company reporting higher quarterly earnings. The proxy fight adds a new layer of complexity to WEX's investment narrative, alongside existing product and market catalysts, potentially influencing management's focus and the company's long-term strategic direction.
Donnelley Financial Solutions (DFIN) To Report Earnings Tomorrow: Here Is What To Expect
Donnelley Financial Solutions (DFIN) is scheduled to announce its earnings results tomorrow before market open. Analysts anticipate the company's revenue to remain flat year-on-year at $155.3 million, with adjusted earnings expected to reach $0.41 per share. Despite missing revenue estimates five times in the last two years and underperforming the diversified financial services segment recently, the average analyst price target for DFIN is significantly higher than its current share price.
Donnelley Financial Solutions (DFIN) To Report Earnings Tomorrow: Here Is What To Expect
Donnelley Financial Solutions (DFIN) is set to announce its earnings this Tuesday before market open. Analysts anticipate flat year-on-year revenue of $155.3 million and adjusted earnings of $0.41 per share. Despite beating revenue expectations last quarter, the company has missed Wall Street's revenue estimates five times in the last two years, and its stock has underperformed peers recently.
WEX Inc.: Undervalued, But Losing Strategic Ground
WEX Inc. is rated a Hold, showing value appeal due to depressed multiples and aggressive buybacks, but faces concerns over its strategic positioning against competitor Corpay. Recent growth has been sluggish, largely due to weakness in its Mobility segment and client losses, despite some improvement in Q4. While the company is undertaking significant share buybacks, its competitor Corpay is focusing on expanding its Corporate Payments business, highlighting a strategic divergence for WEX, where Mobility still constitutes half of its revenue.
Euronet Worldwide Earnings: What To Look For From EEFT
Euronet Worldwide (NASDAQ:EEFT) is set to report its earnings this Thursday, with analysts expecting revenue growth of 5.8% year-on-year to $1.11 billion and adjusted earnings of $2.46 per share. The company missed revenue expectations by 4.5% last quarter, and its stock price was unchanged over the last month, contrasting with the diversified financial services segment's average decline of 3.5%. The average analyst price target for EEFT is $98, significantly higher than its current share price of $74.60.
Sixth Street Specialty Lending Earnings: What To Look For From TSLX
Sixth Street Specialty Lending (TSLX) is set to report earnings this Thursday afternoon, with analysts expecting a 14.2% year-on-year revenue decline to $106.1 million and adjusted earnings of $0.50 per share. The company missed revenue expectations last quarter and has done so five times in the last two years. The financial services sector, including TSLX, has generally underperformed recently, with its stock down 6.7% over the last month.
Impactive Capital Nominates Four Candidates to WEX Board
Impactive Capital, a major shareholder of WEX Inc. with a 5.0% ownership stake, has nominated four candidates—Kurt Adams, Ellen Alemany, Ken Cornick, and Lauren Taylor Wolfe—for election to WEX's Board of Directors. Impactive Capital states that board-level change is necessary to address WEX's alarming stock underperformance, a culture of entrenchment, and a widening valuation gap compared to its closest peer, Corpay. The nominees are presented as bringing an owner's perspective and relevant industry experience to enhance strategic oversight, capital allocation, and operational performance at WEX.
TA/Petro to Accept Fuelman, CFN FleetWide Cards
Fuelman Network and TravelCenters of America/Petro Stopping Centers have partnered to allow Fuelman and CFN FleetWide fleet card customers to make purchases at all participating TA/Petro locations. This collaboration significantly expands the access for cardholders to a comprehensive travel-center network across the United States. TravelCenters of America operates over 225 locations in 41 states and Canada, enhancing Fuelman's offerings for simplifying fuel purchasing and optimizing fleet operations.
Impactive Capital Nominates Candidates to WEX Board
Impactive Capital, LP has nominated four candidates—Kurt Adams, Ellen Alemany, Ken Cornick, and Lauren Taylor Wolfe—for election to the WEX Inc. Board of Directors at the 2026 annual meeting. The activist investor believes that board-level change is necessary to address WEX's share price underperformance, a culture of entrenchment, and a widening valuation gap compared to its peer Corpay. Impactive Capital highlighted WEX's significantly lower operating margins and organic growth, despite marketing spend, and stated that its nominees would bring independent, shareholder-aligned perspectives to help unlock value.
Impactive Capital targets WEX (NYSE: WEX) board with four director nominees
Impactive Capital, holding a 5.0% stake in WEX Inc., has launched a proxy fight to nominate four directors to WEX's board at the 2026 annual meeting. The activist investor argues that WEX's share price and operating performance have significantly underperformed peer Corpay and the S&P MidCap 400 for years, highlighting a substantial operating margin gap and past shareholder dissatisfaction with incumbent directors. Impactive's nominees offer strong industry, governance, and capital allocation experience, and have personally invested in WEX shares, aiming to improve strategic oversight and shareholder value.
Form DFAN14A WEX Inc. Filed by: Impactive Capital LP
Impactive Capital LP has filed a DFAN14A form with the SEC to nominate four candidates to the WEX Inc. Board of Directors. Citing significant share price underperformance, a culture of entrenchment, and a widening valuation gap compared to its peers, Impactive Capital, a major shareholder with approximately 5.0% ownership, argues that board-level change is necessary to strengthen strategic oversight, enhance capital allocation, and improve operational performance. The nominees—Kurt Adams, Ellen Alemany, Ken Cornick, and Lauren Taylor Wolfe—bring diverse industry expertise and have personally invested more in WEX shares than the entire incumbent board over the past nine years.
Impactive Capital Nominates Four Candidates to WEX Board
Impactive Capital, a significant shareholder of WEX Inc. (NYSE: WEX) with a 5.0% ownership interest, has nominated four candidates – Kurt Adams, Ellen Alemany, Ken Cornick, and Lauren Taylor Wolfe – for election to WEX's Board of Directors at the upcoming 2026 annual meeting. Impactive Capital contends that board-level changes are necessary due to WEX's significant share price underperformance compared to its closest peer, Corpay, Inc., a culture of entrenchment, and a widening valuation gap. The nominees are presented as bringing an owner’s perspective and relevant industry experience to enhance strategic oversight, capital allocation, and operational performance.
Behavioral Patterns of CPAY and Institutional Flows
This article from Stock Traders Daily analyzes Fleetcor Technologies Inc. (NASDAQ: CPAY), highlighting a potential shift in near-term positive sentiment and broader weak alignment. The analysis provides specific trading strategies tailored to different risk profiles, including long, breakout, and short setups, based on AI-generated signals for various time horizons.
BILL Holdings Surges 14% as Fiscal Q2 "Beat and Raise" Validates AI-First Fintech Pivot
BILL Holdings (NYSE: BILL) saw its shares jump over 14% after reporting strong fiscal Q2 2026 earnings, surpassing analyst expectations with a 17% core revenue growth and raising its full-year guidance. This "beat and raise" performance validates the company's aggressive "Agentic AI" integration into its financial automation platform for SMBs. The success of BILL's software-plus-payments model, despite a decline in float revenue, sets a new standard for the fintech sector, demonstrating how AI can drive sustainable growth without relying on macroeconomic factors.
Wall Street Analysts Are Bullish on Top Technology Picks
Wall Street analysts are showing bullish sentiment towards several technology companies, including Akamai (AKAM), Salesforce (CRM), and Corpay Inc (CPAY). Oppenheimer analysts reiterated Buy ratings for all three, citing strong price targets and potential upside. The article highlights individual analyst performances and consensus ratings, indicating a positive outlook for these tech picks.
Wall Street's Favorite Uniform Rental Stock Just Proved Why It Commands a 55% Valuation Premium
Cintas (CTAS) has demonstrated superior financial performance compared to UniFirst (UNF), highlighting two divergent strategies in the uniform rental market. Cintas achieved 9.3% revenue growth and expanded its operating margins, while UniFirst posted 2.7% growth and saw its margins compress due to investments in digital transformation. The market has rewarded Cintas's consistent execution with a significant valuation premium, reflecting investor confidence in its established business model.
JPMorgan Chase & Co. Raises Corpay (NYSE:CPAY) Price Target to $390.00
JPMorgan Chase & Co. has increased its price target for Corpay (NYSE:CPAY) to $390.00 from $350.00, maintaining an "overweight" rating. This adjustment comes after Corpay reported strong Q4 results, surpassing revenue and EPS estimates, and raising its full-year 2026 EPS guidance. Despite a lower-than-consensus Q1 2026 EPS outlook, the stock saw an 11.7% surge, and a director also made a significant share purchase.
Corpay, Inc. (CPAY): A Bull Case Theory
This article summarizes a bullish thesis on Corpay, Inc. (CPAY) which posits that the market misclassifies it as a commoditized payments company, overlooking its evolution into a highly embedded financial infrastructure business. Corpay's solutions, including vehicle payments, accounts payable automation, virtual cards, and FX services, create sticky workflows for clients, positioning it for long-term growth and strong cash EPS compounding. The thesis highlights the company's attractive valuation, strategic acquisitions, and diversified revenue base, suggesting significant upside potential despite current market perception.
Corpay, Inc. (CPAY): A Bull Case Theory
This article summarizes a bullish thesis on Corpay, Inc. (CPAY) from Outsized Returns’ Substack, highlighting its transformation from a payments company to an embedded financial infrastructure business. The company's diverse revenue streams, high regulatory barriers, and strategic acquisitions like Alpha Group, contribute to its strong financial performance and long-term compounding potential. Despite a perceived undervaluation by the market, Corpay exhibits robust cash generation and offers strong mid-teens IRRs, positioning it as an attractive investment.
Royal Bank Of Canada Increases Corpay (NYSE:CPAY) Price Target to $363.00
Royal Bank Of Canada has raised its price target for Corpay (NYSE:CPAY) from $344.00 to $363.00, maintaining a "sector perform" rating. This new target implies a potential upside of 9.40% from the stock's current trading price. The adjustment follows Corpay's recent strong Q4 earnings, which surpassed consensus estimates, and a positive outlook for FY 2026 guidance.
FleetMatics, FleetCor to Launch GPS-Trackable Branded Fuel Card
FleetMatics and FleetCor Technologies are launching the FleetMatics Fuel Card, a Universal Premium Fleet Card that integrates with FleetMatics' GPS tracking system. This card will provide complete visibility into fuel transactions and usage, allowing fleet managers to track individual vehicle or entire fleet fuel spend. The initiative aims to improve driver productivity, reduce fuel usage, and help control fuel-related expenses, offering flexible billing and strong purchasing controls.
WEX Card Holders Offered Rebates at QuikTrip Pumps
WEX Fleet One Over-the-Road card holders will now receive fuel rebates at QuikTrip locations due to a new merchant agreement. Cardholders will get a 3-cent rebate for every gallon pumped at any of QuikTrip’s 29 high-speed diesel stations. This partnership aims to provide additional savings for fleets managing driver purchases through the WEX OTR fuel card.
Vancouver’s PayByPhone to be acquired by U.S. equity firm
Vancouver-based mobile parking payments platform PayByPhone is set to be acquired by New York-based private equity firm Lightyear Capital from current owner Corpay Inc. This marks the third change of ownership for PayByPhone, with the deal aiming to expand the company's focus beyond parking into wider mobility payments. The sale is expected to close in Q2 2026, subject to regulatory approvals, and PayByPhone will operate as an independent business.
Recent Report Shows That Rep. April McClain Delaney Sold Up to $210K Worth of Bio-Techne Stock
Representative April McClain Delaney recently filed a sale of Bio-Techne (NASDAQ: TECH) shares, valued between $14,014 and $210,000, with the transaction occurring on January 28, 2026. This sale is part of 163 stock transactions totaling over $387,000 completed by Delaney in the last three years. The article emphasizes the importance of congressional transactions as an investor consideration, noting that the STOCK Act prohibits members of Congress from using private information for personal financial gain.
Corpay, Inc. $CPAY Shares Sold by Bank of New York Mellon Corp
Bank of New York Mellon Corp decreased its stake in Corpay, Inc. (CPAY) by 2.3%, selling 8,630 shares, though it still holds 358,885 shares valued at $103.38 million. Concurrently, Corpay director Steven T. Stull increased his holdings by 37.66% through a purchase of 8,000 shares for $2.52 million. Despite the institutional selling, Corpay's stock was trading down approximately 2.4% at $314.71, yet the company reported strong quarterly earnings, beating analyst estimates, and holds a "Moderate Buy" consensus rating with a target price of $369.46.
Genpact Achieves CDP 'A' Rating for Climate Action
Genpact (NYSE: G) has been awarded an 'A' rating by CDP for Climate Action, placing it among global leaders in environmental transparency and climate performance. The company’s recognition highlights its strong commitment to sustainability, rigorous climate reporting, and proactive climate risk management, with sustainability embedded into its core business strategy. Genpact was among only 4% of nearly 20,000 companies to achieve an 'A' score in the latest CDP assessment cycle.
StoneX Group (SNEX) proxy outlines board votes, record 2025 results and CEO pay
StoneX Group (SNEX) has released its definitive proxy statement for the upcoming March 10, 2026 annual meeting, detailing stockholder votes on director nominees, auditor ratification, and executive compensation. The proxy filing highlights the company's strong fiscal year 2025 financial performance, including record operating revenues of $4,126.9 million and net income of $305.9 million, which supported performance-based executive incentives. Notably, CEO Philip Smith received a performance bonus of $3.46 million based on an adjusted return on equity of 16.3%, and the company also outlined board changes and its executive compensation philosophy.
Acumatica Selects AvidXchange to Power Payment Automation for Customers
Acumatica has partnered with AvidXchange to integrate payment automation directly into its cloud ERP platform for mid-market customers. This collaboration aims to streamline accounts payable processes, providing Acumatica's more than 10,000 customers with enhanced control and flexibility through AvidXchange's AI-enhanced software and extensive supplier network. The embedded payment experience is expected to launch later this year, reducing manual tasks and improving visibility for finance teams.
Stocks making big moves this week: Comerica, Corpay, ServisFirst Bancshares, Accenture, and Forestar Group
This article highlights several companies make significant stock moves this week. Comerica, Corpay, ServisFirst Bancshares, and Accenture all saw their stock rise due to strong financial reports, increased price targets, or new strategic partnerships. Forestar Group, however, experienced a drop in stock value due to mixed fourth-quarter results, with an earnings miss overshadowing a revenue beat.
Halper Sadeh LLC Encourages PEN, FONR, GDOT Shareholders to Contact the Firm to Discuss Their Rights
Halper Sadeh LLC, an investor rights law firm, is investigating Penumbra, Inc. (PEN), FONAR Corporation (FONR), and Green Dot Corporation (GDOT) for potential violations of federal securities laws and breaches of fiduciary duties related to their respective sales or transactions. The firm encourages shareholders of these companies to contact them to discuss their legal rights and options, including seeking increased consideration or additional disclosures.
Corpay Inc (CPAY) Receives a Buy from Wolfe Research
Wolfe Research analyst Darrin Peller maintained a Buy rating on Corpay Inc (CPAY) with a price target of $375.00, citing the company's strong quarterly revenue of $1.17 billion and a net profit of $277.94 million. Corporate insider sentiment for CPAY is positive, with an increase in insider buying, including a recent purchase of 8,000 shares by director Steven Stull for over $2.5 million. The analyst consensus for Corpay Inc is currently a Moderate Buy with an average price target of $356.20.
11th Circuit upholds FTC injunction against corporate payments company
The 11th Circuit Court of Appeals unanimously upheld a Georgia federal judge's permanent injunction against Corpay, a global business payments company, for deceptive claims regarding its fuel card products. The Federal Trade Commission's lawsuit in 2019 led to the injunction, which prohibits Corpay from selling add-on services without consent, making misrepresentations about fees, and failing to credit timely customer payments. While upholding the injunction due to Corpay's history of illegal acts, the panel ruled that CEO Ronald Clarke could not be held liable for "fuel only" ad misrepresentations as the FTC failed to prove his specific knowledge of that particular deceptive practice.
Sixth Street Specialty Lending, SoFi, Corpay, EVERTEC, and Oaktree Specialty Lending Stocks Trade Up, What You Need To Know
Several company stocks, including Sixth Street Specialty Lending, SoFi, Corpay, EVERTEC, and Oaktree Specialty Lending, saw an afternoon jump as investors shifted capital from technology stocks to sectors with more attractive relative valuations. This rotation is attributed to profit-taking in high-growth tech and a move towards value in banks and asset managers, bolstered by a Goldman Sachs forecast of accelerated U.S. economic growth in 2026. The article highlights recent performance and outlook for individual companies within this trend.
Sixth Street Specialty Lending, SoFi, Corpay, EVERTEC, and Oaktree Specialty Lending Stocks Trade Up, What You Need To Know
Several stocks including Sixth Street Specialty Lending, SoFi, Corpay, EVERTEC, and Oaktree Specialty Lending saw jumps in their share prices during an afternoon trading session. This movement is attributed to investors rotating capital from high-growth tech stocks into sectors with more defensible earnings multiples, such as banks and asset managers. The positive sentiment was further supported by a Goldman Sachs forecast predicting 2.6% U.S. economic growth in 2026.
Sixth Street Specialty Lending, SoFi, Corpay, EVERTEC, and Oaktree Specialty Lending Stocks Trade Up, What You Need To Know
Several financial stocks including Sixth Street Specialty Lending, SoFi, Corpay, EVERTEC, and Oaktree Specialty Lending saw their shares rise. This surge is attributed to investors reallocating capital from high-growth tech firms to sectors with more attractive valuations, particularly in finance, following a Goldman Sachs forecast predicting accelerated U.S. economic growth in 2026. The shift reflects a market rotation towards value and reduced risk, with specific attention on the less volatile performance of companies like Sixth Street Specialty Lending, influenced partly by expectations of potential Federal Reserve interest rate cuts.
Allspring Global Investments Holdings LLC Has $6.76 Million Holdings in BlackRock MuniYield New York Quality Fund, Inc. $MYN
Allspring Global Investments Holdings LLC significantly increased its stake in BlackRock MuniYield New York Quality Fund, Inc. (NYSE:MYN) by 53.3% in the third quarter, bringing its total holdings to $6.76 million. Other institutional investors also adjusted their positions in MYN, with some increasing and others initiating new stakes. The fund recently announced a monthly dividend of $0.0512 per share, reflecting a 6.2% dividend yield.
WPP Plc (NYSE:WPP) Shares Trade Within NYSE Composite Index Today
WPP Plc (NYSE:WPP) is trading within the NYSE Composite Index today, operating within the communications sector. The company provides a range of services including advertising, media, and data-driven solutions, leveraging regional agency networks and centralized technology to serve global clients. This article highlights WPP's profile and its market presence.
Avoiding Lag: Real-Time Signals in (CPAY) Movement
This article analyzes Fleetcor Technologies Inc. (NASDAQ: CPAY) using real-time signals and AI models to provide trading strategies. It highlights mixed sentiment across various time horizons, indicating potential choppiness in its movement. The analysis offers specific strategies for position trading, momentum breakout, and risk hedging, complete with entry zones, targets, and stop losses.
12 Best Fintech Stocks to Buy in 2026
This article, part of a larger list, highlights Fidelity National Information Services, Inc. (NYSE: FIS) as one of the best FinTech stocks to buy in 2026. Analysts assign FIS a "Moderate Buy" rating with a median 12-month upside of 28.2%. The company recently enabled BMW Bank GmbH's digital transformation in Germany, demonstrating its key role in modernizing banking services.
Jefferies Reaffirms Their Hold Rating on Chime Financial, Inc. Class A (CHYM)
Jefferies analyst Trevor Williams has maintained a Hold rating on Chime Financial, Inc. Class A (CHYM) with a $19.00 price target, despite a recent upgrade to Buy from Goldman Sachs. The company reported quarterly revenue of $543.52 million and a GAAP net loss of $54.72 million for the quarter ending September 30.
Corporate lodging firm makes big office move in Wichita
An Atlanta-based technology business, Corpay, which previously acquired a longtime Wichita corporate lodging firm, is relocating its offices within northeast Wichita. This move is part of a trend in Wichita where companies are seeking more modern office spaces and layouts.
Is Global Payments Stock Underperforming the Nasdaq?
Global Payments Inc. (GPN) is underperforming the Nasdaq, with its stock down 33.9% over the past 52 weeks compared to the Nasdaq Composite's 18.6% gains. Despite recent Q3 earnings that beat Wall Street expectations and a "Moderate Buy" rating from analysts, the company's stock has shown a bearish trend, trading below its 200-day and 50-day moving averages.
Is Global Payments Stock Underperforming the Nasdaq?
Global Payments Inc. (GPN) has underperformed the Nasdaq, with its stock declining 10.9% over the past three months, compared to the Nasdaq Composite's 8% gains. Despite a strong market position and beating Q3 earnings expectations, GPN has seen a 33.9% dip over the last 52 weeks. Wall Street analysts maintain a "Moderate Buy" rating with a potential upside of 32.4%.
Baird Downgrades Synchrony Financial (SYF) To Neutral, Maintains Price Target of $82
Baird has downgraded Synchrony Financial (SYF) to Neutral from Outperform, while keeping its price target at $82 due to the stock's recent rally and exposure to lower-end consumers. This comes despite BTIG reiterating a Buy rating with a $100 price target after Synchrony beat Q3 earnings estimates. The company revised its 2025 net revenue forecast downwards, but analysts believe the underlying factors could accelerate growth in fiscal 2026.
Analysts Offer Insights on Technology Companies: Lumentum Holdings (LITE) and Corpay Inc (CPAY)
Analysts from Mizuho Securities have issued bullish sentiments on Lumentum Holdings (LITE) and Corpay Inc (CPAY). Vijay Rakesh maintained a Buy rating for Lumentum with a $350.00 price target, while Dan Dolev gave Corpay Inc a Buy rating and a $380.00 price target. The reports suggest a "Moderate Buy" consensus for both companies from the broader analyst community.
Analysts Offer Insights on Technology Companies: Lumentum Holdings (LITE) and Corpay Inc (CPAY)
Two technology companies, Lumentum Holdings (LITE) and Corpay Inc (CPAY), recently received bullish sentiments from analysts. Mizuho Securities maintained a Buy rating on Lumentum Holdings with a $350.00 price target, while Corpay Inc also received a Buy rating and a $380.00 price target from Mizuho Securities analyst Dan Dolev.
Analysts Offer Insights on Technology Companies: Lumentum Holdings (LITE) and Corpay Inc (CPAY)
Analysts from Mizuho Securities have issued bullish ratings for Lumentum Holdings (LITE) and Corpay Inc (CPAY). Vijay Rakesh maintained a Buy rating for Lumentum with a $350 price target, while Dan Dolev assigned a Buy rating to Corpay with a $380 price target, also noting Oppenheimer upgraded Corpay to Buy. The technology sector appears to show optimistic sentiment from these analyses.
Corpay to Participate at the Raymond James TMT and Consumer Conference
Corpay, Inc. (NYSE: CPAY) announced its participation in the Raymond James TMT and Consumer Conference on December 9, 2025, where management will hold a fireside chat. Investors can access the presentation via the company's investor relations website. This corporate payments company helps businesses and consumers manage various expenses through modern payment solutions.
