Global Payments
About: Global Payments is a leading provider of payment processing and software solutions and focuses on serving small and midsize merchants. The company operates in 30 countries and generates about one fourth of its revenue from outside North America, primarily in Europe and Asia. In 2019, Global Payments merged with Total System Services in an all-stock deal that gave Total System Services shareholders 48% of the combined company's shares. The merger added issuer processing operations.
Employees: 27,000
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
73% more funds holding in top 10
Funds holding in top 10: 15 [Q3] → 26 (+11) [Q4]
52% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 77
8% more capital invested
Capital invested by funds: $23.3B [Q3] → $25.1B (+$1.88B) [Q4]
0% more funds holding
Funds holding: 877 [Q3] → 880 (+3) [Q4]
1.19% less ownership
Funds ownership: 89.36% [Q3] → 88.17% (-1.19%) [Q4]
14% less call options, than puts
Call options by funds: $328M | Put options by funds: $380M
21% less repeat investments, than reductions
Existing positions increased: 286 | Existing positions reduced: 363
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
Citigroup Ashwin Shirvaikar 76% 1-year accuracy 26 / 34 met price target | 31%upside $135 | Buy Maintained | 18 Feb 2025 |
Barclays Ramsey El-Assal 70% 1-year accuracy 40 / 57 met price target | 21%upside $125 | Overweight Maintained | 18 Feb 2025 |
Morgan Stanley James Faucette 75% 1-year accuracy 21 / 28 met price target | 58%upside $163 | Overweight Maintained | 14 Feb 2025 |
B of A Securities Jason Kupferberg 61% 1-year accuracy 11 / 18 met price target | 44%upside $149 | Buy Maintained | 14 Feb 2025 |
Stephens & Co. Charles Nabhan 59% 1-year accuracy 16 / 27 met price target | 16%upside $120 | Equal-Weight Downgraded | 10 Jan 2025 |
Financial journalist opinion
Based on 14 articles about GPN published over the past 30 days









