Global Payments
0
Funds holding %
of 7,398 funds
0
Analysts bullish %
of 7 analysts
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]
63% more first-time investments, than exits
New positions opened: 127 | Existing positions closed: 78
9% more capital invested
Capital invested by funds: $23.2B [Q3] → $25.3B (+$2.02B) [Q4]
3% more funds holding
Funds holding: 877 [Q3] → 907 (+30) [Q4]
0.69% less ownership
Funds ownership: 89.25% [Q3] → 88.55% (-0.69%) [Q4]
14% less call options, than puts
Call options by funds: $328M | Put options by funds: $380M
20% less repeat investments, than reductions
Existing positions increased: 294 | Existing positions reduced: 369
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$120
22%
upside
Avg. target
$136
38%
upside
High target
$163
66%
upside
7 analyst ratings
5 positive
71%
2 neutral
29%
0 negative
0%
Keefe, Bruyette & Woods Vasundhara Govil 45% 1-year accuracy 5 / 11 met price target | 38%upside $135 | Outperform Maintained | 31 Mar 2025 |
Citigroup Ashwin Shirvaikar 43% 1-year accuracy 13 / 30 met price target | 38%upside $135 | Buy Maintained | 18 Feb 2025 |
Barclays Ramsey El-Assal 48% 1-year accuracy 30 / 63 met price target | 27%upside $125 | Overweight Maintained | 18 Feb 2025 |
Morgan Stanley James Faucette 54% 1-year accuracy 13 / 24 met price target | 66%upside $163 | Overweight Maintained | 14 Feb 2025 |
B of A Securities Jason Kupferberg 35% 1-year accuracy 6 / 17 met price target | 52%upside $149 | Buy Maintained | 14 Feb 2025 |
Financial journalist opinion
Based on 6 articles about GPN published over the past 30 days
Positive
Zacks Investment Research
6 days ago
Holding Global Payments Stock? Here's Why it Could Be a Winning Move
GPN strategically forms high-impact partnerships and invests in technology advancements.
Positive
Seeking Alpha
6 days ago
Bullish On ACI Worldwide's Innovating Bet In Global Payments
ACI Worldwide is well established, operating across 94 countries and delivering payment solutions to banks, merchants, and billers globally. They're also merging their Bank and Merchant segments into a unified Payment Software unit for operational efficiency. Interestingly, ACIW is also preparing a new product called Kinetic, which is a cloud-native payments hub aimed at driving high-volume, real-time processing.
Neutral
Business Wire
3 weeks ago
10 Years of Cash, Cards and Crypto: Worldpay's Global Payments Report Tracks a Decade of Transformation
CINCINNATI--(BUSINESS WIRE)--The 10th edition of the Worldpay® Global Payments Report (GPR), released today, reveals a global transformation in payments. In just a decade, innovation such as digital wallets, buy now pay later (BNPL) and real-time account-to-account (A2A) technology has revolutionized the way consumers pay. Spending through digital payment methods* in e-commerce and in-person shopping grew from $1.7 trillion in 2014 to $18.7 trillion globally in 2024, a nearly eleven-fold increa.
Neutral
Business Wire
3 weeks ago
Global Payments to Present at Wolfe Research FinTech Forum
ATLANTA--(BUSINESS WIRE)-- #globalpayments--Global Payments Inc. (NYSE: GPN) announced today that Josh Whipple, chief financial officer, will present live at the Wolfe Research FinTech Forum.
Positive
Seeking Alpha
4 weeks ago
My Top 15 High-Growth Dividend Stocks For March 2025
The SPDR S&P 500 ETF Trust stumbled in February but managed to maintain a positive return in 2025. The Top 15 dividend growth stocks for March 2025 offer an average dividend yield of 1.13% and appear to be about 25% undervalued based on dividend yield theory. Since its inception in September 2020, the watch list has achieved a 10.63% compound annual growth rate.
Positive
Seeking Alpha
4 weeks ago
Global Payments Is Interesting Even With A Year Of Mild Recession
Global Payments offers Merchant Solutions and Issuer Solutions, focusing on SMBs and benefiting from acquisitions like EVO Payments. GPN has maybe a narrow economic moat based on integrated software solutions and complex issuer services, offset by low profitability. Financially, GPN shows interesting EPS growth and manageable debt, with a BBB credit rating.
Neutral
Zacks Investment Research
1 month ago
Don't Overlook Global Payments (GPN) International Revenue Trends While Assessing the Stock
Examine Global Payments' (GPN) international revenue patterns and their implications on Wall Street's forecasts and the prospective trajectory of the stock.
Negative
Zacks Investment Research
1 month ago
Global Payments Q4 Earnings Miss on Higher Cost of Service
GPN expects adjusted net revenue growth on a constant currency basis between 5% and 6% in 2025.
Neutral
Seeking Alpha
1 month ago
Global Payments, Inc. (GPN) Q4 2024 Earnings Call Transcript
Global Payments, Inc. (NYSE:GPN ) Q4 2024 Earnings Conference Call February 13, 2025 8:00 AM ET Company Participants Winnie Smith - Senior Vice President of Investor Relations Cameron Bready - Chief Executive Officer Bob Cortopassi - President and Chief Operating Officer Josh Whipple - Chief Financial Officer Conference Call Participants Darrin Peller - Wolfe Research Jason Kupferberg - Bank of America Ramsey El-Assal - Barclays Tien-Tsin Huang - JPMorgan David Koning - Baird James Faucette - Morgan Stanley Harrison Vivas - TD Cowen Dan Perlin - RBC Capital Markets Vasundhara Govil - Keefe, Bruyette & Woods Operator Ladies and gentlemen, thank you for standing by, and welcome to Global Payments Fourth Quarter and Full Year 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode.
Positive
Zacks Investment Research
1 month ago
Global Payments (GPN) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for Global Payments (GPN) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
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