REPAY Reports First Quarter 2021 Financial Results and Updated 2021 Guidance
Repay Holdings Corporation (RPAY) has announced its first-quarter 2021 financial results and provided updated guidance for 2021. Quantisnow Plus members received an alert about this press release shortly after its publication. The announcement highlights REPAY's financial performance and future outlook.
New REPAY consumer payments chief gets $1.75M stock grant
REPAY Holdings Corporation announced a $1.75 million inducement equity grant to Matthew E. Morrow in connection with his appointment as Executive Vice President – Consumer Payments. The award consists of both restricted stock (RSAs) vesting over four years and performance-based restricted stock units (PSUs) tied to total shareholder return relative to the Russell 2000 Index and Adjusted EBITDA growth targets over a three-year period. This grant aligns Mr. Morrow's incentives with company performance and shareholder value.
Repay (NASDAQ: RPAY) EVP receives 260,416-share inducement stock grant
Repay Holdings Corp's Executive Vice President, Matthew Edward Morrow, was granted 260,416 shares of restricted Class A common stock as an inducement to his employment. This award vests in four equal annual installments starting May 12, 2027, and was issued outside of the company’s omnibus incentive plan, aligning with NASDAQ Listing Rule 5635(c)(4) for material employment inducements. Following this grant, Morrow directly holds 260,416 shares of Class A common stock.
REPAY Announces Inducement Award Grants for Matt Morrow
REPAY Holdings Corporation announced inducement award grants for Matt Morrow. The announcement was made via a press release highlighted by Quantisnow, a platform providing real-time market data and news. Quantisnow Plus members received an alert regarding this publication shortly after its release.
Repay Holdings (NASDAQ: RPAY) CAO has shares withheld to cover tax liability
Repay Holdings Corp's Chief Accounting Officer, Thomas Eugene Sullivan, had 3,897 shares of Class A Common Stock withheld at $3.49 per share to cover his tax liability upon the vesting of previously granted time-based restricted stock. This routine tax-related disposition leaves him with 244,664 directly owned shares. The transaction was a tax withholding, not an open-market sale.
Analysts Offer Insights on Technology Companies: ServiceNow (NOW), Repay Holdings (RPAY) and HubSpot (HUBS)
The article summarizes recent analyst ratings for three technology companies: ServiceNow (NOW), Repay Holdings (RPAY), and HubSpot (HUBS). Guggenheim maintained a Hold rating on ServiceNow, while Canaccord Genuity reiterated a Buy for Repay Holdings, and BMO Capital maintained a Buy for HubSpot, providing price targets and upside potential for each.
Forager urges Repay board to engage on takeover proposal By Investing.com
Forager Capital Management, holding 13% of Repay Holdings Corporation (NASDAQ:RPAY), is pressing Repay's board to engage with its acquisition proposal, which offers a 75% premium. Forager claims the board has not provided substantive communication and has instead adopted defensive measures, questioning its prioritization. Investors can find detailed analysis of Repay's valuation on InvestingPro, where analysts have set price targets as high as $10, suggesting the stock is currently undervalued.
Forager urges Repay board to engage on takeover proposal By Investing.com
Forager Capital Management, holding 13% of Repay Holdings (NASDAQ:RPAY), is pressing Repay's board to engage with its acquisition proposal made ten days prior. Forager claims the board has adopted defensive measures like a poison pill instead of substantively communicating about the all-cash offer at a 75% premium. The firm emphasizes that prompt engagement would maximize stockholder value and that delays negatively impact stockholders.
Forager urges Repay board to engage on takeover proposal By Investing.com
Forager Capital Management, a significant Repay Holdings Corporation shareholder, is publicly pressuring Repay's board to engage on its all-cash acquisition proposal, citing a lack of substantive communication. Forager, holding about 13% of Repay, proposed a 75% premium over Repay’s 30-day volume-weighted average price, while the board implemented a poison pill and issued a preliminary earnings release in response. The firm argues that prompt engagement would maximize stockholder value and accelerate cash receipt for investors.
Higher 2026 EBITDA outlook as REPAY (NASDAQ: RPAY) issues Q1 preview
Repay Holdings Corporation (NASDAQ: RPAY) announced preliminary Q1 2026 results, projecting revenue between $80.5 million and $81.0 million, a 4% year-over-year increase, driven by 18% growth in Business Payments. The company also raised its full-year 2026 Adjusted EBITDA outlook to $141-$146 million, up from previous guidance, while reaffirming revenue and Free Cash Flow Conversion, and explicitly excluding any impact from the pending KUBRA acquisition. These preliminary results reflect strong margin performance and cash generation from existing operations.
Forager urges Repay board to engage on takeover proposal
Forager Capital Management, holding 13% of Repay Holdings Corporation (RPAY), has publicly urged Repay's board to engage on its all-cash acquisition proposal, citing a lack of substantive communication. Forager's offer represents a significant premium to Repay's 30-day volume-weighted average price. The investment firm questions the board's defensive actions, such as adopting a poison pill and issuing a preliminary earnings release, instead of evaluating the proposal to maximize stockholder value.
Repay Holdings receives $4.80 per share takeover proposal By Investing.com
Repay Holdings (NASDAQ:RPAY) has received an unsolicited, non-binding acquisition proposal from Forager Capital Management to purchase all outstanding shares at $4.80 per share in cash. This offer represents a premium over current stock prices and a significant premium over the 30-day volume-weighted average price. The company's board is reviewing the proposal while also dealing with shareholder feedback regarding its recent acquisition of KUBRA Data Transfer Ltd.
Forager Capital proposes $4.80 per share buyout of Repay Holdings
Forager Capital Management, which owns approximately 13% of Repay Holdings Corporation, has proposed an all-cash acquisition of Repay Holdings for $4.80 per share, representing a 75% premium over its 30-day volume-weighted average price. This non-binding offer seeks to acquire 100% of Repay's outstanding common stock, with Forager stating it has sufficient financing. The proposal comes amidst Repay's announced acquisition of KUBRA Data Transfer Ltd. and opposition from another major investor, Veradace Partners L.P.
Forager Capital proposes $4.80 per share buyout of Repay Holdings By Investing.com
Forager Capital Management, which owns approximately 13% of Repay Holdings Corporation, has proposed an all-cash acquisition of Repay for $4.80 per share. This offer represents a 75% premium over Repay's 30-day volume-weighted average price. The proposal follows Repay Holdings' recent agreement to acquire KUBRA Data Transfer Ltd., a move that has faced opposition from another major investor, Veradace Partners L.P. The offer is non-binding and subject to definitive documentation and due diligence.
Forager Capital proposes $4.80 per share buyout of Repay Holdings By Investing.com
Forager Capital Management, which owns approximately 13% of Repay Holdings Corporation (NASDAQ:RPAY), has proposed an all-cash acquisition to Repay's board at $4.80 per share, a 75% premium to its 30-day volume-weighted average price. The proposal follows Repay's recent agreement to acquire KUBRA Data Transfer Ltd. for $372 million, a deal that has faced opposition from major investor Veradace Partners L.P. The offer is non-binding and subject to definitive documentation and due diligence.
Why Is Repay Stock Soaring On Friday?
Repay Holdings Corp. (RPAY) shares surged on Friday after receiving an acquisition proposal from Forager Capital Management to buy the company at $4.80 per share, representing a 75% premium over its 30-day volume-weighted average price. Forager Capital Management, which already owns 13% of Repay Holdings, aims to provide immediate cash value to shareholders and enhance growth opportunities. This offer follows Repay's recent acquisition of Kubra Data Transfer for $372 million, strengthening its position in the payments technology market.
Repay Holdings receives $4.80 per share takeover proposal By Investing.com
Repay Holdings Corporation (NASDAQ:RPAY) has received an unsolicited, non-binding acquisition proposal from Forager Capital Management to purchase all outstanding shares at $4.80 per share in cash. This offer represents a premium over the current share price and a significant premium over the 30-day volume-weighted average price. The company's board will review the proposal, while also navigating recent developments including an agreement to acquire KUBRA Data Transfer Ltd. and shareholder activism from Veradace Partners.
Repay responds to Veradace Partners letter on KUBRA deal
Repay Holdings Corporation has issued a statement defending its acquisition of KUBRA against criticism from Veradace Partners, a significant investor concerned about governance and the deal's structure. Repay's board maintains the acquisition will enhance its market position and scale in bill payments, despite a 36% share decline and tight liquidity. The company also noted aggressive share buybacks, strong gross profit margins, and ongoing regulatory approvals for the all-cash deal.
Repay Holdings receives $4.80 per share takeover proposal
Repay Holdings (RPAY) has received an unsolicited, non-binding takeover proposal from stockholder Forager Capital Management to purchase all outstanding shares for $4.80 per share in cash. This offer represents a premium to the current stock price and a 75% premium over the 30-day volume-weighted average price. The company's board is reviewing the proposal while also dealing with shareholder reactions to its announced acquisition of KUBRA Data Transfer Ltd. and prior analyst affirmations of Buy ratings for RPAY.
Forager Capital Management Proposes to Acquire Repay Holdings Corporation for $4.80 Per Share in Cash
Forager Capital Management, the largest shareholder of Repay Holdings Corporation with a 13% stake, has proposed to acquire 100% of the company's outstanding shares for $4.80 per share in cash. This offer represents a 75% premium to the Company's 30-day volume-weighted average price and aims to take Repay private, reducing public company costs and distractions. Forager Capital is committed to a swift and efficient acquisition, citing its recent successful acquisition of Quipt Home Medical for $260 million as proof of its track record.
Repay Holdings Corporation Appoints Matt Morrow as New Executive Leader of Consumer Payments, Effective May 12, 2026
Repay Holdings Corporation announced the appointment of Matt Morrow as the new executive leader of Consumer Payments, effective May 12, 2026. Morrow, with over a decade of payments and business services experience from Xplor Technologies and TSYS, will be responsible for the overall strategy, growth, sales, and operational initiatives of REPAY's consumer finance verticals. He will report directly to REPAY’s CEO, John Morris.
Repay Holdings Corporation Appoints Matt Morrow as Executive Leader of Consumer Payments, Effective May 12, 2026
Repay Holdings Corporation has appointed Matt Morrow as Executive Leader of Consumer Payments, effective May 12, 2026. Morrow will be responsible for the overall strategy, growth, sales, and operational initiatives within REPAY's consumer finance verticals. He brings extensive experience from previous roles at Xplor Technologies and Total System Services.
Repay Holdings Adopts Stockholder Rights Plan to Deter Takeovers
Repay Holdings has adopted a limited-duration stockholder rights plan to deter hostile takeovers. The plan, which issues one preferred share purchase right for each outstanding Class A common share, aims to prevent any investor from amassing 12.5% or more of the company's stock without board approval, allowing other shareholders to buy additional shares at a discount if the threshold is crossed. This measure is positioned as a defensive yet stockholder-friendly response, retaining flexibility for potential fair offers.
Form 8-A12B - Registration of securities [Section 12(b)]
Repay Holdings Corporation (NASDAQ: RPAY) filed a Form 8-A to register its Preferred Stock Purchase Rights on The NASDAQ Stock Market LLC. The company's Board of Directors declared a dividend of one preferred share purchase right for each outstanding share of Class A common stock, initiating a stockholder rights plan to deter hostile takeovers. This plan aims to impose significant dilution on any person or group that acquires 12.5% or more of the company's outstanding common stock without board approval.
Repay Holdings Adopts Stockholder Rights Plan to Deter Takeovers
Repay Holdings has adopted a limited-duration stockholder rights plan, effective April 13, 2026, to prevent any investor from acquiring 12.5% or more of its stock without board approval. This plan, which expires in April 2027, allows other shareholders to buy discounted stock if an investor crosses the ownership threshold, thereby diluting the acquirer. The rights plan also includes a qualifying offer provision permitting significant shareholders to force a vote on credible all-cash bids.
Rights plan at Repay (NASDAQ: RPAY) targets 12.5% stake buildups
Repay Holdings Corporation (NASDAQ: RPAY) has adopted a limited-duration stockholder rights plan to protect shareholder interests against rapid stock accumulation. The plan issues purchase rights triggered if an investor acquires 12.5% beneficial ownership without Board approval, allowing other shareholders to buy stock at a discount to dilute the acquiring party. It includes a provision for stockholders to demand a vote on qualifying offers if the Board doesn't act within 90 business days.
Rapid share accumulation prompts REPAY to adopt a one-year rights plan
REPAY Holdings Corporation has adopted a limited-duration stockholder rights plan, effective immediately until April 13, 2027, in response to significant accumulation of its common stock. The plan aims to protect stockholder interests by preventing rapid, uncompensated control acquisition and ensures the Board has time for informed decisions. It includes provisions for a significant discount on shares for non-triggering stockholders if rights become exercisable, and empowers stockholders to demand a vote on qualifying offers.
REPAY Adopts Limited Duration Stockholder Rights Plan
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RPAY SEC Filings - Repay Hldgs Corp 10-K, 10-Q, 8-K Forms
This page provides comprehensive access to Repay Holdings Corporation (RPAY) SEC filings, including annual reports (10-K), quarterly earnings (10-Q), material events (8-K), and insider trading forms. It features AI-powered summaries, impact scoring, and sentiment analysis for each filing to help investors and traders quickly identify important information regarding the company's financial and operational performance, governance developments, and business model. Recent filings include details on beneficial ownership, a Q2 2025 earnings report with a significant goodwill charge, and the appointment of a new CFO with compensation details.
What's Driving Forager Fund's Aggressive Bet on Repay Holdings (RPAY)
Forager Fund has significantly increased its stake in Repay Holdings (RPAY) through aggressive open-market purchases totaling over $4.3 million and has transitioned to an activist Schedule 13D filing. This move signals strong conviction in RPAY's long-term value despite recent Q4 2025 earnings misses and a challenging industry. Forager's history suggests they identify undervalued assets that often become takeover targets, indicating a potential sale or strategic changes for Repay.
Forager fund buys Repay Holdings (RPAY) shares worth $1.93 million By Investing.com
Forager Fund, L.P. and associated entities purchased Repay Holdings Corp (RPAY) shares worth $1.93 million between March 25-27, 2026, at prices ranging from $2.92 to $3.05 per share. These purchases occurred while RPAY shares traded near their 52-week low, and an InvestingPro analysis suggests the stock is undervalued with a fair value of $3.88. The company is also navigating a significant acquisition of Kubra Data Transfer Ltd. for $372 million, which has been met with both analyst support and investor pushback from Veradace Partners L.P.
Forager Fund L.P. buys Repay Holdings (RPAY) shares worth $2.3m
Forager Fund L.P. acquired Repay Holdings (RPAY) shares valued at $2.3 million through a series of transactions between April 7 and April 9, 2026. These purchases occurred as RPAY shares have dropped approximately 38% in the past six months. This insider buying comes amidst Repay Holdings' announcement to acquire Kubra Data Transfer Ltd. for $372 million, a move that has faced shareholder opposition from Veradace Partners but retains support from analysts at D.A. Davidson and Benchmark.
Forager Fund L.P. buys Repay Holdings (RPAY) shares worth $2.4m
Forager Fund L.P. acquired over $2.4 million worth of Repay Holdings (RPAY) shares on April 1 and 2, 2026, purchasing shares at an average price between $2.42 and $2.60. These purchases come as RPAY shares have dropped 38% in the past six months and are considered undervalued with a Fair Value of $3.88. The fund's actions increase their total holdings in Repay Holdings to 10,192,937 shares amidst ongoing strategic decisions for the company, including a recent acquisition announcement and differing stakeholder opinions.
Forager Fund L.P. buys Repay Holdings (RPAY) shares worth $2.3m By Investing.com
Forager Fund L.P. has purchased $2.3 million worth of Repay Holdings Corp (RPAY) Class A Common Stock between April 7 and April 9, 2026, as RPAY shares trade near their 52-week low. These transactions increase Forager Fund's direct holdings to over 11 million shares. This comes amidst Repay's acquisition of Kubra Data Transfer Ltd. and shareholder pushback from Veradace Partners L.P., while D.A. Davidson and Benchmark maintain Buy ratings on RPAY.
Forager fund buys Repay Holdings (RPAY) shares worth $1.93 million By Investing.com
Forager Fund, L.P. and its principals purchased $1.93 million worth of Repay Holdings Corp (RPAY) shares between March 25 and March 27, 2026, at prices ranging from $2.92 to $3.05 per share. These purchases occurred while RPAY shares were near a 52-week low and considered undervalued by InvestingPro analysis. This comes amid Repay's definitive agreement to acquire Kubra Data Transfer Ltd. for $372 million, a move that faces opposition from investor Veradace Partners L.P. The acquisition is intended to reposition Repay as a bill-payment utility reaching a significant portion of North American households.
Forager Fund L.P. buys Repay Holdings (RPAY) shares worth $2.4m
Forager Fund L.P. and its related entities purchased Repay Holdings Corp (RPAY) shares totaling $2.4 million across April 1 and April 2, 2026, increasing their total holdings to over 10 million shares. These purchases occurred while RPAY shares were near a 52-week low, and an InvestingPro analysis suggests the stock is undervalued. This insider buying follows Repay Holdings' announcement of a significant acquisition of Kubra Data Transfer Ltd., a move that has been met with both analyst support and opposition from a major shareholder.
Forager fund buys Repay Holdings (RPAY) shares worth $1.93 million
Forager Fund, L.P. and associated entities purchased approximately $1.93 million worth of Repay Holdings Corp (RPAY) shares between March 25 and March 27, 2026. These purchases occurred while RPAY shares traded near their 52-week low, with InvestingPro analysis suggesting the stock is undervalued. This insider buying comes amidst news of Repay's planned acquisition of Kubra Data Transfer Ltd. and shareholder pushback from Veradace Partners L.P.
D.A. Davidson reiterates Repay stock rating amid investor pushback By Investing.com
D.A. Davidson has reiterated its Buy rating and an $8.00 price target for Repay Holdings (NASDAQ:RPAY) despite investor opposition to the company's planned acquisition of KUBRA. Veradace Partners L.P., a major investor, has urged Repay's independent Board members to reconsider the deal, citing concerns over its size, valuation, increased financial leverage, and integration risks. Despite the pushback, Repay recently reported strong Q4 2025 financial results, exceeding market expectations.
Forager Fund L.P. buys Repay Holdings (RPAY) shares worth $2.3m
Forager Fund L.P. recently purchased over $2.3 million worth of Repay Holdings (RPAY) Class A Common Stock between April 7 and April 9, 2026. This acquisition comes as RPAY shares have significantly dropped, trading near their 52-week low. Meanwhile, Repay Holdings plans to acquire Kubra Data Transfer Ltd. for $372 million, a move that has drawn mixed reactions, including opposition from a major shareholder but continued support from analysts.
Forager fund sells $2.3 million in Repay Holdings (RPAY) stock
Forager Fund, L.P. sold over 913,000 shares of Repay Holdings Corp (RPAY) for approximately $2.3 million between April 7 and April 9, 2026. This comes as RPAY shares have declined 41% in the past six months, despite the company exceeding Q4 2025 earnings expectations and announcing a significant acquisition of Kubra Data Transfer Ltd. The fund still holds over 11 million shares of RPAY.
Veradace Partners Issues Letter to Repay Independent Board Members Calling for the Termination of the KUBRA Acquisition and Shareholder Board Additions Given Shareholder Opposition to KUBRA Deal
Veradace Partners, a significant shareholder of Repay Holdings Corporation (8.4% ownership), has issued an open letter to Repay's independent board members. Veradace is calling for the board to investigate and abandon the KUBRA acquisition, citing strong shareholder opposition and a significant decline in RPAY's stock price since the deal's announcement. The letter also presses the company to add two shareholder representatives to the board immediately to restore investor confidence and improve governance.
Veradace urges Repay to abandon KUBRA acquisition
Veradace Partners L.P., an investment firm holding 8.4% of Repay Holdings Corporation (NASDAQ:RPAY) shares, has issued an open letter urging Repay's independent board members to abandon the acquisition of KUBRA Data Transfer. Veradace claims the acquisition led to a 17% stock decline and underperformance, and requests the addition of two shareholder representatives to the board to investigate potential fiduciary duty breaches. Despite this, Repay recently reported strong Q4 2025 financial results and secured financing for the KUBRA acquisition, which analysts view positively.
Forager fund sells Repay Holdings (RPAY) shares for $2.4m
Forager Fund, L.P. sold 950,000 shares of Repay Holdings Corp (NASDAQ:RPAY) for a total of $2.4 million across two transactions on April 1 and 2, 2026. The sales occurred at weighted average prices of $2.54 and $2.53 per share, leaving the fund with 10,192,937 shares. Despite the sale, RPAY shares are trading down significantly over the past week and year, though InvestingPro analysis suggests the stock is undervalued with a fair value of $4.15.
Forager Fund lifts Repay (RPAY) holdings to 10.19M shares, 11.9%
Forager Fund and its affiliates have reported acquiring a significant 11.9% stake in Repay Holdings Corp. (RPAY), totaling 10,192,937 shares. The acquisition, valued at $34,723,158.43, was funded entirely by working capital, indicating a strong, unleveraged position. Recent open-market purchases occurred between March 25 and April 2, 2026, with prices ranging from approximately $2.52 to $3.05 per share.
Repay Holdings Corporation (NASDAQ:RPAY) Given Average Recommendation of "Hold" by Brokerages
Repay Holdings Corporation (NASDAQ:RPAY) has received an average "Hold" recommendation from brokerages, based on ratings from ten analysts. The average 12-month price target is $5.69, though several firms have recently lowered their targets. Despite missing EPS estimates at $0.19 versus an expected $0.21, the company's revenue of $78.59 million slightly exceeded expectations, but it recorded a negative net margin of 83.01%.
Forager Fund (RPAY) acquires 950,000 Repay Holdings Class A shares
Forager Fund, L.P. has acquired a combined 950,000 shares of Repay Holdings Class A common stock through open-market purchases. The transactions occurred over two days, with 488,391 shares bought on April 1 at a weighted average price of $2.54 and 461,609 shares on April 2 at a weighted average price of $2.53. These purchases, jointly reported by Forager Fund, its general partner Forager Capital Management, LLC, and principals Edward Urban Kissel and Robert Symmes MacArthur, bring their total direct holdings to 10,192,937 shares.
Forager fund sells Repay Holdings (RPAY) shares for $2.4m
Forager Fund, L.P. sold 950,000 shares of Repay Holdings Corp (RPAY) Class A Common Stock for a total of $2.4 million in early April 2026, with the shares trading at weighted average prices of $2.54 and $2.53. Following these transactions, Forager Fund directly holds over 10 million RPAY shares. This sale comes as RPAY shares have declined significantly, despite the company reporting strong Q4 2025 results and announcing the acquisition of Kubra Data Transfer Ltd. for $372 million to expand its market presence.
REPAY (NASDAQ: RPAY) plans $372M KUBRA deal funded with new debt
REPAY Holdings Corporation announced its plan to acquire KUBRA, a bill payment and customer communications platform, for approximately $372 million in an all-cash deal. The acquisition will be financed through cash on hand and a $500 million term loan from Truist, alongside a $100 million undrawn revolving credit facility. This deal is expected to create significant scale and diversification for REPAY, projecting combined 2025 revenue of $548 million and adjusted EBITDA of $178 million, with target synergies of over $25 million annually by 2028.
RPAY SEC Filings - Repay Hldgs Corp 10-K, 10-Q, 8-K Forms
This page provides a comprehensive overview of Repay Holdings Corporation (RPAY) SEC filings, including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms. It details the company's financial and operational performance, segment results, and non-GAAP measures, along with significant events like executive appointments and share repurchase programs. The platform also offers AI-powered summaries to help users quickly extract key information from these regulatory documents.
Forager Fund ups Repay Holdings (RPAY) stake with 642,837-share buy
Forager Fund, L.P., a 10% owner of Repay Holdings Corp (RPAY), purchased 642,837 shares of Class A common stock through open-market transactions. These buys occurred over three days at weighted average prices around $2.92, $3.04, and $3.05 per share. Following these transactions, Forager Fund and its affiliated general partner collectively own 9,242,937 Class A shares.
