Seaport Res Ptn Comments on Global Payments Inc.’s Q1 2025 Earnings (NYSE:GPN)

Global Payments Inc. (NYSE:GPN) – Seaport Res Ptn lowered their Q1 2025 earnings per share estimates for shares of Global Payments in a research report issued on Tuesday, September 24th. Seaport Res Ptn analyst J. Cantwell now forecasts that the business services provider will post earnings per share of $2.65 for the quarter, down from their previous estimate of $2.72. Seaport Res Ptn currently has a “Hold” rating on the stock. The consensus estimate for Global Payments’ current full-year earnings is $11.07 per share. Seaport Res Ptn also issued estimates for Global Payments’ Q2 2025 earnings at $2.93 EPS and FY2025 earnings at $12.21 EPS.

Global Payments (NYSE:GPN) last issued its earnings results on Wednesday, August 7th. The business services provider reported $2.93 EPS for the quarter, beating the consensus estimate of $2.90 by $0.03. The company had revenue of $2.57 billion during the quarter, compared to the consensus estimate of $2.32 billion. Global Payments had a return on equity of 11.93% and a net margin of 14.26%. The firm’s revenue for the quarter was up 4.7% compared to the same quarter last year. During the same period last year, the business posted $2.48 EPS.

A number of other equities analysts also recently issued reports on the company. BMO Capital Markets cut their price target on Global Payments from $126.00 to $122.00 and set a “market perform” rating for the company in a research note on Wednesday. Keefe, Bruyette & Woods lowered their price target on shares of Global Payments from $150.00 to $140.00 and set an “outperform” rating on the stock in a report on Monday, July 8th. Monness Crespi & Hardt lowered their price target on shares of Global Payments from $165.00 to $155.00 and set a “buy” rating on the stock in a report on Wednesday. Royal Bank of Canada lowered their price target on shares of Global Payments from $172.00 to $158.00 and set an “outperform” rating on the stock in a report on Thursday, August 8th. Finally, BTIG Research cut shares of Global Payments from a “buy” rating to a “neutral” rating in a report on Wednesday. One analyst has rated the stock with a sell rating, nine have issued a hold rating and sixteen have given a buy rating to the company. Based on data from MarketBeat, Global Payments has a consensus rating of “Moderate Buy” and an average price target of $141.36.

Global Payments Price Performance

GPN stock opened at $101.02 on Thursday. The company has a market capitalization of $25.79 billion, a P/E ratio of 20.04, a price-to-earnings-growth ratio of 0.71 and a beta of 0.98. The company has a debt-to-equity ratio of 0.68, a quick ratio of 0.92 and a current ratio of 0.92. Global Payments has a 52-week low of $91.60 and a 52-week high of $141.77. The business has a 50-day simple moving average of $105.56 and a two-hundred day simple moving average of $109.52.

Global Payments Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, September 27th. Shareholders of record on Friday, September 13th were issued a dividend of $0.25 per share. The ex-dividend date was Friday, September 13th. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.99%. Global Payments’s payout ratio is currently 19.84%.

Insider Buying and Selling at Global Payments

In related news, CAO David M. Sheffield sold 1,651 shares of the stock in a transaction that occurred on Thursday, August 8th. The stock was sold at an average price of $100.73, for a total value of $166,305.23. Following the completion of the sale, the chief accounting officer now owns 20,531 shares of the company’s stock, valued at $2,068,087.63. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Insiders own 0.98% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of the stock. Lake Street Advisors Group LLC purchased a new stake in Global Payments in the 4th quarter valued at approximately $210,000. Stanley Capital Management LLC lifted its stake in Global Payments by 18.9% in the 2nd quarter. Stanley Capital Management LLC now owns 125,608 shares of the business services provider’s stock valued at $12,146,000 after buying an additional 20,000 shares in the last quarter. Cibc World Markets Corp lifted its stake in Global Payments by 29.1% in the 4th quarter. Cibc World Markets Corp now owns 82,672 shares of the business services provider’s stock valued at $10,499,000 after buying an additional 18,615 shares in the last quarter. CANADA LIFE ASSURANCE Co lifted its stake in Global Payments by 12.3% in the 1st quarter. CANADA LIFE ASSURANCE Co now owns 267,483 shares of the business services provider’s stock valued at $35,775,000 after buying an additional 29,289 shares in the last quarter. Finally, LRI Investments LLC acquired a new position in Global Payments in the 1st quarter valued at $32,000. 89.76% of the stock is currently owned by hedge funds and other institutional investors.

About Global Payments

Global Payments Inc provides payment technology and software solutions for card, check, and digital-based payments in the Americas, Europe, and the Asia-Pacific. It operates through two segments, Merchant Solutions and Issuer Solutions. The Merchant Solutions segment offers authorization, settlement and funding, customer support, chargeback resolution, terminal rental, sales and deployment, payment security, and consolidated billing and reporting services.