Corpay, Inc. ($CPAY) Stock Forecast: Down 6.6% Today

What is Corpay, Inc.?

A payment processing company, WEX Inc., witnessed a decline in the market today due to concerns about strategy and investor activism. The company continues to face challenges in its Mobility segment and client base, despite some progress in Q4. Impactive Capital has put forth four nominees for WEX's board, pointing to performance issues compared to its competitor Corpay and calling for strategic alterations.

Why is Corpay, Inc. going down?

CPAY stock is down 6.6% on Feb 13, 2026 15:11

• WEX Inc. saw a decline in response to worries about strategic positioning vis-à-vis Corpay and sluggish growth in its Mobility segment.
• Impactive Capital's board nominees reflect shareholder discontent with WEX's performance, urging enhanced oversight and operational efficiency.
• The collaboration between Fuelman Network and TA/Petro could intensify competition for WEX in the payment processing sector, impacting market share and growth.
• Market sentiment turned negative following news of investor intervention and potential board changes, hinting at uncertainty and potential disruptions ahead for WEX.

CPAY Price Chart

CPAY Technical Analysis

CPAY News

WEX Inc.: Undervalued, But Losing Strategic Ground

WEX Inc. is rated a Hold, showing value appeal due to depressed multiples and aggressive buybacks, but faces concerns over its strategic positioning against competitor Corpay. Recent growth has been sluggish, largely due to weakness in its Mobility segment and client losses, despite some improvement in Q4. While the company is undertaking significant share buybacks, its competitor Corpay is focusing on expanding its Corporate Payments business, highlighting a strategic divergence for WEX, where Mobility still constitutes half of its revenue.

https://seekingalpha.com/article/4869877-wex-inc-stock-q4-undervalued-but-losing-strategic-ground-downgrade-hold

TA/Petro to Accept Fuelman, CFN FleetWide Cards

Fuelman Network and TravelCenters of America/Petro Stopping Centers have partnered to allow Fuelman and CFN FleetWide fleet card customers to make purchases at all participating TA/Petro locations. This collaboration significantly expands the access for cardholders to a comprehensive travel-center network across the United States. TravelCenters of America operates over 225 locations in 41 states and Canada, enhancing Fuelman's offerings for simplifying fuel purchasing and optimizing fleet operations.

https://www.truckinginfo.com/news/tapetro-to-accept-fuelman-cfn-fleetwide-cards

Impactive Capital Nominates Candidates to WEX Board

Impactive Capital, LP has nominated four candidates—Kurt Adams, Ellen Alemany, Ken Cornick, and Lauren Taylor Wolfe—for election to the WEX Inc. Board of Directors at the 2026 annual meeting. The activist investor believes that board-level change is necessary to address WEX's share price underperformance, a culture of entrenchment, and a widening valuation gap compared to its peer Corpay. Impactive Capital highlighted WEX's significantly lower operating margins and organic growth, despite marketing spend, and stated that its nominees would bring independent, shareholder-aligned perspectives to help unlock value.

https://www.marketscreener.com/news/impactive-capital-nominates-candidates-to-wex-board-ce7e5adfd889ff21

Impactive Capital targets WEX (NYSE: WEX) board with four director nominees

Impactive Capital, holding a 5.0% stake in WEX Inc., has launched a proxy fight to nominate four directors to WEX's board at the 2026 annual meeting. The activist investor argues that WEX's share price and operating performance have significantly underperformed peer Corpay and the S&P MidCap 400 for years, highlighting a substantial operating margin gap and past shareholder dissatisfaction with incumbent directors. Impactive's nominees offer strong industry, governance, and capital allocation experience, and have personally invested in WEX shares, aiming to improve strategic oversight and shareholder value.

https://www.stocktitan.net/sec-filings/WEX/dfan14a-wex-inc-sec-filing-8f68d026323c.html

Form DFAN14A WEX Inc. Filed by: Impactive Capital LP

Impactive Capital LP has filed a DFAN14A form with the SEC to nominate four candidates to the WEX Inc. Board of Directors. Citing significant share price underperformance, a culture of entrenchment, and a widening valuation gap compared to its peers, Impactive Capital, a major shareholder with approximately 5.0% ownership, argues that board-level change is necessary to strengthen strategic oversight, enhance capital allocation, and improve operational performance. The nominees—Kurt Adams, Ellen Alemany, Ken Cornick, and Lauren Taylor Wolfe—bring diverse industry expertise and have personally invested more in WEX shares than the entire incumbent board over the past nine years.

https://www.streetinsider.com/SEC+Filings/Form+DFAN14A+WEX+Inc.+Filed+by%3A+Impactive+Capital+LP/25965938.html

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Corpay, Inc. Price History

09.04.2024 - CPAY Stock was down 5.5%

• CPAY reported its first quarter 2024 financial results, with in-line earnings per share but slightly missing revenue expectations.
• Aldrich Capital Partners announced the sale of Paymerang to Corpay, potentially impacting investor sentiment.
• The overall market sentiment towards CPAY might have been influenced by profit-taking after a significant one-year gain in the stock price.
• Investors may have reacted to recent developments by selling CPAY shares to lock in profits, leading to the bearish movement observed today.

05.01.2026 - CPAY Stock was up 11.8%

• CPAY's stock surge could be linked to its impressive quarterly earnings that surpassed analyst predictions, reflecting a promising future for the company.
• Director Steven T. Stull's increased holdings in Corpay may have boosted investor confidence, indicating optimism from within the company about its future.
• The recent decrease in CPAY stake by Bank of New York Mellon Corp by 2.3% initially led to some selling pressure on the stock, but the positive earnings report overshadowed this institutional activity.
• Despite the institutional selling, overall market sentiment towards CPAY remains positive, driven by the company's strong financial performance and growth prospects.

05.01.2026 - CPAY Stock was up 10.4%

• Raised price target to $363.00, indicating a potential upside of 9.40% from the current trading price, reflecting confidence in the company's performance.
• The launch of the FleetMatics Fuel Card and the partnership with QuikTrip to offer fuel rebates to WEX Fleet One OTR cardholders could potentially boost Corpay's revenue through increased usage of their services.
• Despite institutional selling by a specific corporation, the increase in holdings by Corpay director Steven T. Stull and the overall positive market sentiment towards the company contributed to the bullish movement in the stock price.
• The sale of Bio-Techne stock by Representative April McClain Delaney, while unrelated to Corpay, highlights the importance of transparency and ethical considerations in financial transactions, which could indirectly impact investor sentiment in various stocks.

05.11.2025 - CPAY Stock was up 3.4%

• CPAY's positive market movement could be linked to its participation in the Raymond James TMT and Consumer Conference, which allowed management to engage with investors in a fireside chat, potentially enhancing confidence in the company's future.
• The increased investment from institutional shareholders such as Franklin Resources Inc. and Prudential Financial Inc. may have also played a role in bolstering positive sentiment around CPAY, demonstrating strong faith in the company's performance and growth opportunities.
• Strong Q2 earnings, surpassing expectations and offering optimistic guidance for Q4 2025, likely added to investor confidence and drove up the stock price.
• AI-generated quantitative signals indicating a positive sentiment in the near and mid-term for CPAY might have attracted more traders to the stock, contributing to the bullish momentum witnessed in the market movement today.

06.01.2026 - CPAY Stock was up 5.0%

• Analysts are bullish on CPAY, with firms raising price targets based on robust Q4 results and optimistic FY 2026 guidance.
• CPAY is seen as potentially undervalued due to its transition into a highly embedded financial infrastructure business.
• CPAY's stock surge is attributed to positive sentiment from analysts, strong financial performance, and strategic acquisitions, reflecting investor confidence.
• Optimistic market response to CPAY's solutions and growth potential has led to increased price targets, positioning it as a top technology pick in the financial sector.

13.01.2026 - CPAY Stock was down 6.6%

• WEX Inc. saw a decline in response to worries about strategic positioning vis-à-vis Corpay and sluggish growth in its Mobility segment.
• Impactive Capital's board nominees reflect shareholder discontent with WEX's performance, urging enhanced oversight and operational efficiency.
• The collaboration between Fuelman Network and TA/Petro could intensify competition for WEX in the payment processing sector, impacting market share and growth.
• Market sentiment turned negative following news of investor intervention and potential board changes, hinting at uncertainty and potential disruptions ahead for WEX.

12.01.2026 - CPAY Stock was down 5.4%

• The bearish movement in CPAY stock could be attributed to the negative sentiment surrounding the financial technology sector as investors may be cautious about potential regulatory changes impacting payment processors.
• Nominations to the WEX Inc. Board of Directors may have indirectly affected investor confidence in CPAY, as it highlights concerns about underperformance and governance issues in the fintech industry.
• The partnership between TA/Petro and Fuelman Network, while positive for the fuel card industry, may not have directly influenced CPAY's stock movement, but it adds to the overall market dynamics of the sector.
• Overall, the bearish trend in CPAY today may be a combination of sector-wide concerns, market volatility, and specific industry-related news impacting investor sentiment.

03.01.2026 - CPAY Stock was down 5.0%

• The bearish movement in CPAY's stock price could be attributed to institutional selling by a major financial institution, which decreased its stake in the company by 2.3%.
• The purchase of CPAY shares by director Steven T. Stull may have provided some support to the stock price, but it was not enough to offset the overall selling pressure.
• Investors might be reacting negatively to the news of the institutional selling, overshadowing the positive quarterly earnings report and analyst estimates beat.
• Market sentiment towards CPAY could have been further impacted by external factors or broader market conditions, leading to the bearish movement despite the company's strong performance.

08.07.2024 - CPAY Stock was up 5.1%

• CPAY stock experienced a strong bullish movement following the release of its Q2 2024 earnings.
• The company beat analyst estimates for both earnings per share (EPS) and revenue, showcasing its strong financial performance.
• The positive earnings results, including strong revenue growth and improved retention rates, likely instilled confidence in investors and contributed to the bullish market movement.
• The better-than-expected financial performance indicates that Corpay Inc is executing its business strategies effectively, leading to increased investor optimism and driving the stock price higher.