Global Payments Inc. (NYSE: GPN) director Joia M. Johnson bought 1,213 shares of the company's common stock on February 20, 2026, paying $81.90 per share for a total outlay of roughly $99,344.
The acquisition occurred in a week when Global Payments shares climbed almost 14%, though the stock was trading at $79.49 at the time the latest information was reported.
Following the trade, Johnson directly holds 4,386 shares of Global Payments stock. She also has an indirect position of 12,181 shares through a 2016 Revocable Trust.
Analyst context and company results
Global Payments reported fourth-quarter 2025 adjusted earnings per share of $3.18, marginally above the $3.16 consensus estimate. The company's revenue for the quarter was $2.32 billion, which matched analyst projections.
In the wake of the quarterly report, Cantor Fitzgerald revised its financial model and raised its price target on Global Payments to $88 from $80 while keeping a Neutral rating. The firm cited the company's fiscal 2026 guidance, which includes adjusted net revenue growth of approximately 5% and an expected adjusted operating margin expansion of roughly 150 basis points.
UBS likewise increased its price target to $87 from $80 and maintained a Neutral rating. Global Payments provided 2026 guidance that includes adjusted earnings per share in a range of $13.80 to $14.00, representing growth of 13% to 15% compared with the 2025 base.
Both Cantor Fitzgerald and UBS noted the company's projection that adjusted free cash flow conversion will exceed 90% in fiscal 2026.
Data and research access
According to InvestingPro analysis cited with the transaction, the stock appears undervalued at current levels. For investors seeking expanded research, InvestingPro offers a Pro Research Report covering Global Payments along with more than 1,400 other U.S. equities.
The combination of insider buying, a modest quarterly EPS beat, revenue in line with expectations, and analyst adjustments to price targets provides a set of observable data points that market participants can weigh without drawing further conclusions beyond the facts presented.