Repay Holdings Corporation (RPAY) Releases Q3 2026 Earnings: Revenue Jumps 97.4% but Losses Continue

Repay Holdings Corporation ($RPAY) reported third-quarter 2026 revenue of $153.4 million, up 97.4% from a year earlier and slightly below Wall Street expectations of $155.0 million. Gross profit rose to $99.5 million, reflecting a strong increase in top-line growth.

Despite the sharp revenue gain, profitability remained under pressure. The company posted operating profit of just $0.1 million, while net income attributable to common shareholders came in at a loss of $9.3 million. Diluted earnings per share were negative at $0.11.

Cash generation also softened compared with last year. Operating cash flow totaled $9.9 million, while cash and cash equivalents ended the quarter at $63.8 million.

• Revenue: $153.4 million
• Gross profit: $99.5 million
• Net loss: $9.3 million
• Operating cash flow: $9.9 million
• Cash and cash equivalents: $63.8 million

Costs climbed alongside the faster growth, with cost of sales rising to $53.9 million. Total liabilities increased to $1.14 billion, highlighting a balance sheet that expanded significantly over the past year as the business grew.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Investivoq.

Repay Holdings Corporation Insider Trading Activity

Repay Holdings Corporation insiders have traded $RPAY stock on the open market 6 times in the past 6 months. Of those trades, 0 have been purchases and 6 have been sales.

Here’s a breakdown of recent trading of $RPAY stock by insiders over the last 6 months:

• TYLER B DEMPSEY (General Counsel) has made 0 purchases and 6 sales selling 75,000 shares for an estimated $316,530.

To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

Repay Holdings Corporation Hedge Fund Activity

We have seen 59 institutional investors add shares of Repay Holdings Corporation stock to their portfolio, and 79 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• PORTOLAN CAPITAL MANAGEMENT, LLC removed 2,856,178 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $11,995,947
• AMERICAN CENTURY COMPANIES INC added 2,033,497 shares (+49.7%) to their portfolio in Q2 2026, for an estimated $8,540,687
• WHETSTONE CAPITAL ADVISORS, LLC removed 1,925,966 shares (-71.6%) from their portfolio in Q2 2026, for an estimated $8,089,057
• FORAGER CAPITAL MANAGEMENT, LLC added 1,863,711 shares (+20.2%) to their portfolio in Q2 2026, for an estimated $7,827,586
• SOVEREIGN'S CAPITAL MANAGEMENT, LLC added 913,817 shares (+117.3%) to their portfolio in Q2 2026, for an estimated $3,838,031
• PACIFIC RIDGE CAPITAL PARTNERS, LLC added 827,361 shares (+58.5%) to their portfolio in Q2 2026, for an estimated $3,474,916
• NUVEEN, LLC removed 648,661 shares (-77.1%) from their portfolio in Q2 2026, for an estimated $2,724,376

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.

Repay Holdings Corporation Price Targets

Multiple analysts have issued price targets for $RPAY recently. We have seen 2 analysts offer price targets for $RPAY in the last 6 months, with a median target of $5.125.

Here are some recent targets:

• Peter Heckmann from DA Davidson set a target price of $6.0 on 07/01/2026
• Timothy Chiodo from UBS set a target price of $4.25 on 06/03/2026