Corpay, Inc. (NYSE: CPAY) disclosed that director Jeffrey Steven Sloan sold 3,600 shares of the company’s common stock on February 17, 2026, at a transaction price of $343.6154 per share. The sale produced total proceeds of approximately $1.23 million. After the disposition, Sloan directly holds 12,474 shares of Corpay.
Shares of Corpay are trading at $349.19 and have delivered a year-to-date gain of 16.04%, according to InvestingPro data. The company carries a market capitalization of $24.43 billion and a price-to-earnings ratio of 23.22, trading near InvestingPro’s assessment of its Fair Value. Analysts covering the name maintain a consensus "Buy," with price targets spanning from $340 to $440. Corpay’s detailed Pro Research Report is listed among more than 1,400 coverage profiles on InvestingPro.
Recent financial performance
Corpay reported results for the fourth quarter of 2025 that exceeded analyst expectations. The company recorded earnings per share of $6.04, ahead of the $5.93 consensus estimate, while revenue reached $1.25 billion versus the $1.23 billion expected. In response to Corpay’s formal guidance for 2026, UBS raised its price target on the stock from $315 to $380 and retained a Neutral rating.
UBS’s updated target reflects the company’s guidance, which includes management’s projection of 10% organic revenue growth for 2026. That outlook is consistent with the preliminary guidance Corpay shared during its third-quarter earnings update.
Strategic partnerships
On the commercial front, Corpay extended a multi-year agreement with Rugby Australia, remaining the Official Foreign Exchange Payments Partner for both the men’s and women’s national rugby teams. The renewal underscores continued commercial engagement in sports-related payments activity.
What the filing shows
- The director sale involved 3,600 shares at $343.6154 per share on Feb. 17, 2026, totaling $1.23 million.
- Post-transaction direct holdings for Sloan stand at 12,474 shares.
- Corpay’s stock trades at $349.19, up 16.04% year-to-date per InvestingPro.
These items provide a snapshot of recent insider activity alongside company fundamentals, quarterly performance and a renewed commercial partnership that together offer investors updated information on Corpay’s trajectory.