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Global Payments gains as investors digest solid Q3 results and higher synergy targets

Investivoq PriceTracker

Global Payments (GPN) is up 4.6% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied mainly to continued positive reaction to Global Payments’ third-quarter results and management’s unchanged full-year outlook. Ongoing takeover speculation from late October may also still be supporting the shares, especially as investors weigh the company’s integration progress after the Worldpay deal.

Details:

  • Global Payments reported third-quarter adjusted EPS of $3.58, up 10%, with adjusted net revenue of $3.18 billion and normalized adjusted net revenue growth of more than 4%.
  • The company reaffirmed its 2026 outlook, including expected adjusted EPS of $13.60 to $13.80 and normalized constant-currency adjusted net revenue growth of about 4% to 5%.
  • Management raised its annual run-rate Worldpay integration expense synergy target to $650 million, which likely improved confidence in margin expansion and merger execution.
  • This could also be because investors are still assigning some value to the possibility of a take-private transaction after reports that private equity firms had explored a potential bid for the company.

    • Sources:

    Global Payments Investor Relations, SEC, Reuters

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

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    $GPN Hedge Fund Activity

    We have seen 414 institutional investors add shares of $GPN stock to their portfolio, and 396 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • AMERIPRISE FINANCIAL INC added 4,350,997 shares (+55.6%) to their portfolio in Q2 2026, for an estimated $315,708,342
    • BANK OF AMERICA CORP /DE/ added 2,688,730 shares (+55.9%) to their portfolio in Q2 2026, for an estimated $195,094,248
    • GLENVIEW CAPITAL MANAGEMENT, LLC added 2,546,317 shares (+40.0%) to their portfolio in Q2 2026, for an estimated $184,760,761
    • UBS GROUP AG added 2,281,152 shares (+149.6%) to their portfolio in Q2 2026, for an estimated $165,520,389
    • SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,866,350 shares (+inf%) to their portfolio in Q2 2026, for an estimated $135,422,356
    • LAZARD ASSET MANAGEMENT LLC removed 1,173,554 shares (-97.0%) from their portfolio in Q2 2026, for an estimated $85,153,078
    • FMR LLC added 1,112,497 shares (+15.9%) to their portfolio in Q3 2026, for an estimated $90,857,629

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $GPN Price Targets

    Multiple analysts have issued price targets for $GPN recently. We have seen 6 analysts offer price targets for $GPN in the last 6 months, with a median target of $78.5.

    Here are some recent targets:

    • Jason Kupferberg from Wells Fargo set a target price of $95.0 on 07/09/2026
    • Nik Cremo from Barclays set a target price of $81.0 on 07/08/2026
    • James Faucette from Morgan Stanley set a target price of $65.0 on 06/22/2026
    • Bryan C. Bergin from TD Cowen set a target price of $74.0 on 06/11/2026
    • James Friedman from Susquehanna set a target price of $111.0 on 06/03/2026
    • Matthew Coad from Truist Securities set a target price of $76.0 on 05/19/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.