Raymond James Financial Upgrades Global Payments (NYSE:GPN) to "Moderate Buy"
Raymond James Financial has upgraded Global Payments (NYSE:GPN) to a "moderate buy" rating. This upgrade comes after Global Payments reported strong Q4 earnings, exceeding analyst estimates, and provided positive FY 2026 guidance, along with announcing a new $2.5 billion share buyback program and a quarterly dividend. Other analysts maintain a "Hold" rating for the company, with an average price target of $91.14.
Weekly Market Update: Stocks Gain 1.03% as Communication Services Rise and Consumer Defensives Fall
The Morningstar US Market Index increased by 1.03% this week, driven by strong performance in communication services and industrials, while consumer defensives and utilities saw declines. RingCentral and Tandem Diabetes Care were the top-performing stocks, significantly rising, while Cogent Communications and Klarna Group experienced the sharpest drops. The article also provides a summary of bond and commodity movements, along with upcoming economic reports and earnings announcements.
BDMD Stock Rises on Strategic Expansion Moves
Baird Medical’s (BDMD) stock is trending down by 1.54% amid market volatility, despite strategic expansion moves and new partnerships in emerging markets. The company reported $37 million in revenue and boasts a solid market position with strong fundamentals, reflected in its ROIC of 24.05%. Technical analysis suggests a potential bullish breakout trend, with a key resistance level at $1.62, while analysts maintain a neutral sentiment due to the absence of significant news catalysts.
GLOBAL PAYMENTS INC SEC 10-K Report
Global Payments Inc. has released its annual Form 10-K report, detailing its financial performance, business operations, and strategic initiatives. The report highlights the company's efforts to enhance sustainable performance through acquisitions, business transformations, and technological innovations, including the acquisition of Worldpay Holdco, LLC and divestiture of its Issuer Solutions business. The company also reported key financial metrics and outlined various challenges and risks, such as cybersecurity threats, integration risks, and market competition.
How technology is reinventing global payments
Technology is rapidly transforming global payments, making transactions faster, smarter, and easier through innovations like AI-powered routing, stablecoins, tokenized deposits, and new payment rails. The focus is on achieving convergence and interoperability among these diverse systems to create a seamless, cost-efficient global network for value transfer. While challenges exist, particularly regarding potential fragmentation due to national financial autonomy efforts, the ultimate goal is a world where money moves as effortlessly as information.
Vanguard Group Inc. Has $1.96 Billion Holdings in Global Payments Inc. $GPN
Vanguard Group Inc. increased its stake in Global Payments Inc. to 23.54 million shares, valued at approximately $1.96 billion, representing 9.70% ownership. This comes after Global Payments slightly beat Q4 EPS estimates and provided strong FY2026 guidance, alongside announcing a $2.5 billion share buyback and a $0.25 quarterly dividend, which have acted as primary catalysts for the stock's rally. Despite some insider selling and mixed analyst sentiment, the company's positive financial outlook and shareholder return initiatives are driving investor interest.
Intuitive Surgical Stock at $500: What Is the Market Signaling?
Intuitive Surgical (ISRG) shares increased by 3% this week, reaching $501, driven by strong Q4 earnings, 18% global procedure growth, and renewed investor focus on 2026 procedure expansion. Analysts maintain positive ratings with price targets around $612, indicating confidence in long-term robotic surgery adoption despite a conservative 2026 outlook and competitive risks. The stock appears modestly undervalued for long-term investors, offering an implied 22% upside from its current level but facing risks from potential multiple compression.
RBC Maintains Sector Perform on Global Payments Inc. (GPN) Feb 2026, PT $97
RBC Capital has maintained its "Sector Perform" rating on Global Payments Inc. (GPN) while increasing its price target to $97 from $95. This indicates a neutral outlook for the stock with expected returns in line with its peers, rather than a strong buy signal. Investors are advised to consider this rating as one input among others, looking at broader financial data and comparing with other analysts like UBS, which has an $87 price target.
Global Payments Surges 16% as Worldpay Integration and Massive Buyback Signal a New Era in Merchant Solutions
Global Payments Inc. (NYSE: GPN) saw its shares surge over 16% following strong fourth-quarter earnings, a monumental $2.5 billion share buyback announcement, and the successful completion of its Worldpay acquisition. This strategic move, which involved divesting its Issuer Solutions business simultaneously, positions Global Payments as a focused leader in merchant solutions. The market's positive reaction reflects confidence in the company's leaner structure and its commitment to returning capital to shareholders, marking a significant shift in its business model.
Zacks Industry Outlook Highlights Visa, Mastercard, Fiserv, Fidelity National Information Services and Global Payments
The financial transaction services industry, including companies like Visa, Mastercard, Fiserv, Fidelity National Information Services, and Global Payments, is expected to benefit from expanding global trade, rising international travel, and increased demand for seamless cross-border payments. Despite potential strain on consumer budgets from inflation, a resilient labor market and continued e-commerce growth are sustaining transaction volumes. The industry faces high technology spending due to digital infrastructure investments and cybersecurity needs, but strategic M&A activities, potentially fueled by anticipated interest rate cuts in 2026, are strengthening digital ecosystems and expanding market reach.
Wells Fargo Raises Price Target for Global Payments (GPN) to $105
Wells Fargo has increased its price target for Global Payments (GPN) to $105 from $103, maintaining an "Overweight" rating. This positive adjustment by analyst Jason Kupferberg indicates confidence in the company's growth potential. Although other analysts have shown mixed sentiment with varying price targets, the average target among 26 analysts sits at $101.36, suggesting a 26.12% upside from the current price.
Omnicom Group’s Strategic Moves Signal Growth Amid Market Volatility
Omnicom Group's stock saw a 10.89% increase driven by a JPMorgan price target raise to $117 and a substantial $5 billion share repurchase program. Despite reporting increased Q4 EPS, the company missed revenue expectations due to challenges from strategic acquisitions like IPG. Omnicom plans to double cost synergy targets and enhance its data/tech platform to drive future growth and operational efficiency amidst market volatility.
Global Payments (GPN) Crossed Above the 200-Day Moving Average: What That Means for Investors
Global Payments (GPN) recently crossed above its 200-day moving average, a technical indicator suggesting a long-term bullish trend. This, combined with its Zacks Rank #2 (Buy) and positive earnings estimate revisions, makes GPN a potential investment opportunity. The stock has gained 10.8% in the past four weeks.
Global Payments Inc. (NYSE:GPN) Q4 2025 Earnings Call Transcript
Global Payments Inc. (NYSE: GPN) released its Q4 2025 earnings call transcript, detailing its financial performance and strategic initiatives. The company successfully completed the acquisition of Worldpay and divestiture of its Issuer Solutions business, focusing on becoming a leading pure-play commerce solutions provider. GPN provided a 2026 outlook, expecting 5% constant currency adjusted net revenue growth and 150 basis points of adjusted operating margin expansion, along with plans for substantial capital returns to shareholders.
Global Payments Inc. $GPN Shares Sold by Synovus Financial Corp
Synovus Financial Corp. slightly reduced its stake in Global Payments Inc. (GPN) by 0.8%, but GPN remains its second-largest holding. Global Payments reported a solid Q4 performance with an EPS beat, raised its FY 2026 guidance, announced a significant share buyback, and declared a dividend, leading to a recent stock rally despite modest revenue growth and warnings of higher costs. Institutional investors hold a substantial 89.76% of GPN stock, with analysts generally maintaining a "Hold" rating with an average target price of $91.75.
Forecasting The Future: 4 Analyst Projections For Global Payments
Over the last three months, four analysts have provided ratings for Global Payments (NYSE: GPN), with an average 12-month price target of $92.25, reflecting a 1.37% increase from the prior average. The analysis highlights mixed sentiments, with one bullish and three indifferent ratings, and details the financial performance of Global Payments, including its market cap, revenue growth, net margin, ROE, ROA, and debt management. These metrics provide a comprehensive overview of the company's market position and financial health.
Global Payments (GPN) Climbs 16.5% on Dividend, Share Buyback
Global Payments Inc. (GPN) saw its stock climb 16.5% after announcing a new dividend program of $0.25 per share and a $2.5 billion share repurchase program. This news boosted investor confidence despite a reported decrease in earnings for the full year and fourth quarter of 2025. The company aims to offset these financial setbacks by returning over $2 billion to shareholders and projecting a 13-15% growth in adjusted earnings per share for 2026.
Zacks Industry Outlook Highlights Visa, Mastercard, Fiserv, Fidelity National Information Services and Global Payments
The financial transaction services industry is poised for growth due to expanding global trade, rising international travel, and increasing demand for cross-border payments, despite challenges from inflation and high technology spending. Companies like Visa, Mastercard, Fiserv, Fidelity National Information Services, and Global Payments are well-positioned to benefit from these trends. Strategic mergers and acquisitions will further strengthen digital ecosystems and broaden service offerings, with potential interest rate cuts in 2026 making debt financing more attractive for funding acquisitions.
The New Global Payments: A 2026 Deep-Dive Research Report (NYSE: GPN)
This report analyzes Global Payments Inc. (NYSE: GPN) in early 2026, following its significant "swap" deal including the acquisition of Worldpay and divestiture of its Issuer Solutions business. The company has re-emerged as a pure-play merchant solutions provider, focusing on integrating Worldpay and leveraging its "Genius" platform to compete in a rapidly evolving fintech landscape. The article explores GPN's business model, financial performance, competitive position, and risks, concluding that its success hinges on flawless execution of its integration and strategic initiatives amidst a challenging market.
Zacks Industry Outlook Highlights Visa, Mastercard, Fiserv, Fidelity National Information Services and Global Payments
The Financial Transaction Services industry is poised for growth due to expanding global trade, rising international travel, and increased demand for cross-border payments, alongside continued e-commerce growth and a resilient labor market. However, companies face challenges from rising technology expenditures to combat fraud and consumer spending pressures from inflation. Despite perceived industry-wide bearishness, Zacks Equity Research highlights Visa, Mastercard, Fiserv, Fidelity National Information Services, and Global Payments as strong contenders set to benefit from these prevailing trends.
Global Payments Inc. Plans Quarterly Dividend of $0.25 (NYSE:GPN)
Global Payments Inc. (NYSE:GPN) has announced a quarterly dividend of $0.25 per share, payable on March 30th to shareholders of record on March 9th. The company recently exceeded Q4 EPS expectations, reported flat year-over-year revenue, and raised its FY 2026 guidance, while also approving a $2.5 billion stock buyback program. Despite flagging higher technology and expense pressures, shares rose 16.5% on the news.
U.S. Markets Closed Up Wednesday; Global Payments Climbed Highest
U.S. stock markets closed higher on Wednesday, with the S&P 500, Dow Jones Industrial Average, and Nasdaq Composite all posting gains. Global Payments (GPN) was noted as the highest climber among the listed stocks. The article provides a brief overview of market performance for the day.
Tech Stocks Rebound, Crude Rallies Above $64 On Iran Tensions: What's Moving Markets Wednesday?
Tech stocks saw a rebound on Wednesday, with the Nasdaq 100 jumping 1.4% and Cadence Design Systems leading the gains after strong Q4 earnings and robust 2026 projections. Concurrently, oil prices surged over 3.6% above $64 per barrel, and gold and silver also rallied due to escalating Middle East tensions fueled by reports of potential U.S.-Israeli military action in Iran. Despite the broader tech rally, Palo Alto Networks saw a decline after trimming its annual profit outlook.
Global Payments Q4 Earnings Meet on Merchant Solutions Strength
Global Payments Inc. reported fourth-quarter 2025 adjusted earnings per share of $3.18, aligning with analyst estimates, driven by strong performance in its Merchant Solutions business. Despite missing revenue forecasts slightly, the company saw a 12% year-over-year increase in EPS and a 1.4% rise in adjusted net revenues. The report also included a positive outlook for 2026, anticipating continued growth in net revenue and EPS, alongside a healthy adjusted operating margin expansion.
5 Financial Transaction Stocks to Watch Despite Elevated Expense Level
The financial transaction services industry is poised for growth due to expanding global trade, rising international travel, and increasing demand for seamless cross-border payments, despite challenges like elevated technology spending and consumer spending pressures. Strategic mergers and acquisitions, coupled with potential interest rate cuts, are expected to further drive expansion. Zacks Investment Research highlights five stocks—Global Payments (GPN), Visa (V), Mastercard (MA), Fiserv (FISV), and Fidelity National Information Services (FIS)—as well-positioned to capitalize on these trends.
5 Financial Transaction Stocks to Watch Despite Elevated Expense Level
The financial transaction services industry is poised for growth due to expanding global trade, e-commerce, and demand for cross-border payments, despite rising technology costs and inflation impacting consumer spending. Zacks Investment Research identifies five companies—Global Payments (GPN), Visa (V), Mastercard (MA), Fiserv (FISV), and Fidelity National Information Services (FIS)—as strong contenders for long-term growth, citing their strategic initiatives, M&A activities, and robust earnings outlooks. The industry faces challenges from elevated expenses in technology and cybersecurity but is buoyed by a resilient labor market and potential interest rate cuts in 2026.
Clear Channel Outdoor stock hits 52-week high at 2.4 USD
Clear Channel Outdoor Holdings Inc. (CCO) stock has reached a 52-week high of $2.40, marking a significant 67.13% increase over the past year and 103% over the last six months, despite carrying a substantial debt burden of $6.46 billion and analysts not anticipating profitability this year. The company recently announced a $6.2 billion acquisition deal with Mubadala Capital and TWG Global, secured new advertising contracts with CapMetro and the Metropolitan Washington Airports Authority, and made a new board appointment for NN, Inc.
Global Payments builds salesforce
Global Payments is expanding its salesforce by 300 agents this year following its acquisition of Worldpay. The company plans to invest an additional $1 billion into its international payments processing business to grow its brand across 175 countries, also increasing its use of AI technology. Despite strong competition, CEO Cameron Bready noted that pricing remains rational in the market.
Global Payments Inc. stock outperforms competitors on strong trading day
Global Payments Inc. (GPN) saw its stock jump 16.47% to $81.26 on Wednesday, outperforming the broader market. This marked the stock's second consecutive day of gains, occurring during a strong trading session where the S&P 500 Index and Dow Jones Industrial Average also rose.
Global Payments Looks Forward to a Post-Issuing Era
Global Payments is shifting its focus to acquiring business after divesting its card-issuing unit and acquiring Worldpay. The company aims to expand its Genius point-of-sale service, which is currently "performing exceptionally well," and further invest in agentic commerce. Global Payments also plans to hire 300 more salespeople and leverage Worldpay's distribution to offer Genius in new markets such as the UK.
Global Payments stock surges after introducing strong guidance, $2.5B buyback (GPN:NYSE)
Global Payments (GPN) saw its stock climb 10% after issuing a robust outlook for 2026, surpassing analyst expectations for adjusted EPS and net revenue growth. The company's board also authorized up to $2.5 billion in stock buybacks, including a $550 million accelerated share repurchase plan. These initiatives, along with its focus on becoming a pure-play merchant solutions provider, are expected to return over $2 billion to shareholders in 2026 and enhance shareholder value.
Global Payments Stock Jumps. Here’s Why.
Global Payments (GPN) stock experienced its largest same-day percentage increase in nearly a year following a solid fourth-quarter earnings report and an optimistic outlook for 2026. This surge indicates strong confidence in the financial software provider's future performance. The gains are attributed to both the latest quarterly results and other underlying factors contributing to the positive sentiment.
Regions Bank and Worldpay Partnership Boosts Digital Payment Solutions
Regions Bank and Worldpay, a subsidiary of Global Payments Inc., have formed a partnership to enhance digital payment solutions for businesses, leading to a 13.92% surge in Global Payments Inc. stock. This collaboration is expected to streamline transaction processing and is supported by analysts maintaining an 'Overweight' rating for Global Payments, with Baird giving an 'Outperform' rating and a $114 price target. The upcoming earnings report in February is highly anticipated to provide further insights into the company's financial health and strategic growth.
StoneX Group CIO Perkins sells $1m in shares
Abigail H. Perkins, CIO of StoneX Group Inc. (NASDAQ:SNEX), sold 8,000 shares of common stock for over $1 million while also exercising options to acquire an equal number of shares. The transactions occurred as StoneX trades near its 52-week high, having achieved a 56% return in the past year. The company recently reported strong Q1 2026 results, surpassing analyst expectations for both EPS and revenue.
Blue Owl Tech Finance earnings on deck as rate cuts boost outlook
Blue Owl Technology Finance Corp. is set to report its Q4 and full-year 2025 earnings, with analysts anticipating improved EPS. The company, which is the largest publicly traded tech-focused business development firm, is attracting income-focused investors due to its strong dividend and potential upside. The company's performance and management's outlook on 2026 deployment opportunities will be closely watched, especially given the current interest rate environment and stress in private lending markets for tech companies.
Precious Metals Retreat Sets Stage for Pan American Silver Q4 Results
Pan American Silver (PAAS) is set to release its Q4 earnings amidst a retreat in precious metals prices, with silver pulling back from earlier highs. Analysts anticipate strong Q4 earnings per share, with forecasts ranging from $0.89 to $0.90, and revenue between $1.11 billion and $1.12 billion. The company has already reported record silver production and holds significant cash, providing a buffer against current market volatility, and will provide further details in its upcoming earnings call.
Here's Why Gator Capital Sold PayPal (PYPL)
Gator Capital Management sold its position in PayPal Holdings, Inc. (PYPL) during Q4 2025, after management discussions indicated continued business challenges. Despite PayPal's revenue growth, the investment firm decided to step aside and monitor future earnings reports. This decision aligns with observations from Carillon Eagle Small Cap Growth Fund, which also exited its PayPal position due to performance issues.
Global Payments Inc (NYSE:GPN) Posts Mixed Q4 Results, Issues Strong 2026 Outlook
Global Payments Inc. (NYSE:GPN) reported mixed Q4 2025 results, with adjusted EPS narrowly beating estimates but revenue falling slightly short. The company provided a strong 2026 outlook, projecting double-digit earnings growth and affirming a commitment to return $7.5 billion to shareholders by 2027. This guidance suggests a positive long-term trajectory following its recent strategic transformations, including the acquisition of Worldpay and the divestiture of its Issuer Solutions business.
Global Payments: Q4 Earnings Snapshot
Global Payments Inc. (GPN) reported its fourth-quarter net income of $217.5 million, or 92 cents per share, meeting Wall Street expectations with adjusted earnings of $3.18 per share. The company's revenue for the quarter was $1.9 billion, with adjusted revenue reaching $2.32 billion, also aligning with forecasts. For the full year, Global Payments reported a profit of $1.4 billion on $9.32 billion in revenue.
Global Payments: Q4 Earnings Snapshot
Global Payments Inc. (GPN) announced its Q4 earnings, reporting net income of $217.5 million, or 92 cents per share. Adjusted earnings were $3.18 per share, meeting Wall Street expectations. The company also reported Q4 revenue of $1.9 billion and adjusted revenue of $2.22 billion, both in line with forecasts, and full-year profit of $1.4 billion on $8.62 billion in revenue.
Global Payments Posts Strong Q4 Results, Raises 2026 Outlook
Global Payments (GPN) reported strong fourth-quarter and full-year 2025 results, with adjusted revenue of $2.32 billion and adjusted EPS up 11%. The company completed the acquisition of Worldpay and the divestiture of its Issuer Solutions business, transforming into a pure-play merchant solutions provider, and authorized a significant share repurchase program. Global Payments also provided a positive outlook for 2026, forecasting 13%-15% adjusted EPS growth.
Global Payments appoints former Albertsons CEO to board of directors
Global Payments Inc. announced the appointment of Vivek Sankaran, former CEO of Albertsons Companies, to its Board of Directors, effective February 19, 2026. Sankaran brings significant experience in technology and digital transformations from his roles at Albertsons and PepsiCo. This appointment follows Global Payments' recent acquisition of Worldpay and divestiture of its Issuer Solutions business, signaling a strategic focus on commerce solutions.
Global Payments Q4 profit beats; announces $2.5-billion share repurchase authorization
Global Payments (GPN) reported better-than-expected fourth-quarter profits. The company also announced a new $2.5 billion share repurchase authorization. This news is expected to be positive for the stock.
Global Payments Announces Board Appointment
Global Payments Inc. announced the appointment of Vivek Sankaran as a new independent director to its Board of Directors, effective February 19, 2026. This appointment follows constructive engagement with Elliott Investment Management L.P. Sankaran, known for his leadership in technology and digital transformations at companies like Albertsons and PepsiCo, will bring valuable expertise as Global Payments integrates Worldpay and continues its strategic vision.
Global Payments Reports Fourth Quarter and Full Year 2025 Results
Global Payments Inc. announced its fourth quarter and full year 2025 financial results, highlighting strong performance driven by the acquisition of Worldpay and the divestiture of Issuer Solutions, repositioning the company as a pure-play merchant solutions provider. The company reported adjusted EPS of $3.18 for Q4 2025 and $12.22 for the full year, along with increases in adjusted net revenue. Global Payments also announced a $2.5 billion share repurchase authorization, including a $550 million accelerated share repurchase plan, and provided a positive outlook for 2026 with anticipated adjusted EPS growth of 13% to 15%.
ABN Amro Investment Solutions Has $92,000 Stock Holdings in Global Payments Inc. $GPN
ABN Amro Investment Solutions significantly reduced its stake in Global Payments Inc. by 66.7% in the third quarter, leaving them with 100,000 shares valued at $92,000. Despite this, institutional ownership of Global Payments remains high at 89.76%, with other major institutions like Norges Bank and Balyasny Asset Management increasing their holdings. Insider activity was mixed, with one director selling shares and another purchasing, while analysts have a consensus "Hold" rating on the stock with a target price of $91.75.
Public Sector Pension Investment Board Raises Stock Position in Global Payments Inc. $GPN
The Public Sector Pension Investment Board significantly increased its stake in Global Payments Inc. (NYSE:GPN) by 307.8% during the third quarter, bringing their total holdings to 93,433 shares valued at $7.76 million. Other institutional investors like Norges Bank, Balyasny Asset Management, Hsbc Holdings PLC, Natixis, and Glenview Capital Management LLC also made substantial changes to their positions. Despite a consensus "Hold" rating from analysts with an average target price of $91.75, the company has seen both insider buying and selling activity recently.
Kinross Earnings in Focus as Gold Markets Cool From Recent Highs
Kinross Gold (KGC) is reporting Q4 2025 earnings with analysts expecting $0.55 per share amidst a cooling gold market. The company has consistently beaten estimates in the past three quarters, driven by a 26% revenue increase in Q3 and higher realized gold prices. Investors are watching Q4 margins, production targets of 2.0 million ounces, and updates on three U.S. growth projects.
Global Payments: Q4 Earnings Snapshot
Global Payments Inc. reported robust financial results for the fourth quarter, with net income reaching $217.5 million, translating to 92 cents per share. The company's adjusted earnings of $3.18 per share and adjusted revenue of $2.32 billion both aligned with Wall Street expectations. For the full year, Global Payments achieved a profit of $1.4 billion on revenues of $9.32 billion.
Pitney Bowes Shares Rise Following Full Year 2025 Results
Pitney Bowes Inc. (PBI) saw its shares increase by 1.89% after reporting its full year and Q4 2025 financial results. The company achieved a net income turnaround for the full year 2025 and reported a 40% increase in adjusted earnings per share for the fourth quarter. These improvements follow strategic moves like the wind-down of its Global Ecommerce segment and significant cost-reduction initiatives.
