Global Payments (GPN) Aperçu de l'action
Global Payments Inc. fournit des technologies de paiement et des solutions logicielles pour les paiements par carte, par chèque et par voie numérique dans les Amériques, en Europe et dans la région Asie-Pacifique. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 2/6 |
| Croissance future | 5/6 |
| Performances passées | 1/6 |
| Santé financière | 1/6 |
| Dividendes | 3/6 |
Récompenses
Analyse des risques
GPN Community Fair Values
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Analyst Price Targets
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Global Payments Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$73.26 |
| Plus haut sur 52 semaines | US$90.64 |
| Plus bas sur 52 semaines | US$62.45 |
| Bêta | 0.76 |
| Variation sur 1 mois | 2.29% |
| Variation sur 3 mois | -11.17% |
| Variation sur 1 an | -1.12% |
| Variation sur 3 ans | -26.72% |
| Variation sur 5 ans | -62.18% |
| Évolution depuis l'introduction en bourse | 1,861.77% |
Nouvelles et mises à jour récentes
Recent updates
Mise à jour du récit • May 07
GPN: Execution Risks Around 2026 Guidance Will Restrict Future Multiple Expansion
Analysts have trimmed their implied price target for Global Payments from about $70 to $60, reflecting updated assumptions for slower revenue growth, lower profit margins and a higher required return, even as Street research points to a higher future P/E on the back of the Worldpay integration and mixed target revisions across firms. Analyst Commentary Street research around Global Payments has turned more cautious, with several bearish analysts trimming price targets and reassessing the risk profile following the Worldpay acquisition and updated long term guidance.Seeking Alpha • May 06
Global Payments: The Market Is Getting This Wrong - Still A Strong Buy
Summary Global Payments Inc. remains a Strong Buy, with the stock deeply undervalued despite robust Q1 results and ongoing Worldpay integration. GPN projects $13.80–$14.00 normalized adj. EPS for 2026, >90% FCF conversion, and $7.5 billion in shareholder returns through 2027. Macro headwinds and elevated debt pose risks, but GPN targets 3.0x net leverage by end-2027 and expects margin expansion and global growth. Even with conservative assumptions, intrinsic value is estimated at $124.45 per GPN share, far above current levels, supporting an attractive risk/reward. Read the full article on Seeking Alpha
Mise à jour du récit • Apr 23
GPN: 2026 Margin Plan And Buybacks Will Support Future Re Rating
Global Payments' analyst fair value estimate has been adjusted slightly lower to $150.35 from $152.43, as analysts weigh fresh Neutral ratings, mixed price target revisions around the $80 to $97 range, and updated assumptions for revenue growth, margins, and forward P/E following the Worldpay acquisition and 2026 guidance. Analyst Commentary Recent research has leaned toward a balanced view on Global Payments, with many firms reiterating or initiating Neutral or equivalent ratings while adjusting price targets around the Worldpay acquisition and new 2026 guidance.Mise à jour du récit • Apr 09
GPN: 2026 Margin Framework And Buybacks Will Support Stronger Long Term Profile
Analysts modestly increased the updated fair value estimate for Global Payments to $152.43 from $151.93. This change reflects recent revisions to price targets that balance concerns about competitive pressure and multiple compression with views that management's 2026 guidance and the Worldpay integration help support margins and earnings visibility.
Mise à jour du récit • Mar 25
GPN: Worldpay Integration And FY26 Framework Will Define Repricing Potential
Analysts have trimmed the fair value estimate for Global Payments to $101.88 from $104.36. This reflects higher assumed discount rates and P/E multiples, along with updated views on revenue growth, profit margins, and the impact of recent neutral ratings and modest price target moves in the $87 to $97 range following the Worldpay acquisition and FY26 guidance.Mise à jour du récit • Mar 10
GPN: 2026 Margin Framework And Integration Progress Will Support Stronger Long Term Profile
The analyst price target for Global Payments has been reset lower by $5.09, reflecting updated assumptions on long term margins and valuation multiples, even as analysts cite Worldpay driven scale, clearer 2026 guidance, and ongoing integration work as key supports for the earnings outlook. Analyst Commentary Recent research suggests that many on the Street see Global Payments as a company in reset mode after the Worldpay deal, with valuation framed around execution on 2026 guidance and the combined merchant acquiring footprint.Mise à jour du récit • Feb 24
GPN: Cautious 2026 Outlook And Sector Sentiment Will Constrain Share Upside
Analysts have nudged their targets on Global Payments higher into an $87 to $97 range, citing Q4 as a clearing event, updated 2026 guidance around 5% adjusted revenue growth with margin expansion, and the integration benefits of the Worldpay acquisition for the combined merchant acquiring business. Analyst Commentary Street research around Global Payments has been cautious, even as targets have moved into the high $80s to high $90s range.Mise à jour du récit • Feb 10
GPN: Mixed Research Views And Sector Sentiment Will Likely Cap Near Term Upside
Analysts have made only a modest adjustment to their outlook for Global Payments, with small changes to the discount rate, revenue growth, profit margin, and future P/E assumptions helping explain the latest fine tuning of price targets seen across recent research updates. Analyst Commentary Recent research on Global Payments reflects a mixed backdrop, with some firms trimming price targets or striking a more cautious tone even as others adopt a more constructive stance.Mise à jour du récit • Jan 27
GPN: Worldpay Integration And Product Rollout Will Likely Restrain Share Price Upside
Analysts have kept their fair value estimate for Global Payments at $70.00 while adjusting assumptions around revenue growth, profit margins and future P/E. This reflects mixed but generally constructive recent research that includes both modest price target trims and raises tied to the Genius rollout, the expected Worldpay closing, and a series of neutral initiations.Mise à jour du récit • Jan 12
GPN: Worldpay Integration And Buybacks Will Support Stronger Long Term Profile
Analysts have nudged their fair value estimate for Global Payments higher to $157.02 from $155.63, citing raised Street price targets and growing confidence that the Genius rollout and expected Worldpay synergies can support stronger growth and profitability on a lower future P/E base. Analyst Commentary Recent research has tilted more constructive on Global Payments, with several bullish analysts lifting price targets and initiating coverage at higher levels.Mise à jour du récit • Dec 26
GPN: Worldpay Integration Execution Will Likely Cap Future Share Price Upside
Analysts have modestly raised their price target on Global Payments to a range of $95 to $110 per share, citing improving organic revenue growth, slightly higher expected profitability, and increasing confidence in the Genius platform and Worldpay integration. Analyst Commentary While the recent research cycle has skewed constructive, commentary around Global Payments continues to highlight a balance of opportunity and risk.Mise à jour du récit • Dec 12
GPN: Worldpay Integration Risks Will Limit Upside Despite Growing Business Momentum
Analysts have raised their fair value estimate for Global Payments by $5 to $70 per share, citing improving profitability, a slightly lower risk profile, and growing confidence in the strategic momentum of Genius and the pending Worldpay acquisition, as reflected in a series of recent price target increases and new positive initiations. Analyst Commentary Recent Street research has skewed positive on Global Payments, with multiple firms raising price targets and initiating with favorable ratings.Article d’analyse • Dec 02
Global Payments (NYSE:GPN) Is Due To Pay A Dividend Of $0.25
Global Payments Inc. ( NYSE:GPN ) has announced that it will pay a dividend of $0.25 per share on the 26th of December...Article d’analyse • Nov 12
Global Payments (NYSE:GPN) Is Due To Pay A Dividend Of $0.25
Global Payments Inc. ( NYSE:GPN ) will pay a dividend of $0.25 on the 26th of December. This makes the dividend yield...Mise à jour du récit • Nov 05
GPN: Expansion Into Global Sports And Restaurant Markets Will Drive Shares Higher
The analyst price target for Global Payments has increased from $103.18 to $104.36. Analysts point to improving revenue growth, expanding profit margins, and positive momentum in merchant business trends as key drivers of the upward revision.Article d’analyse • Sep 10
Global Payments (NYSE:GPN) Is Due To Pay A Dividend Of $0.25
The board of Global Payments Inc. ( NYSE:GPN ) has announced that it will pay a dividend on the 26th of September, with...Mise à jour du récit • Sep 04
Digital Payments Expansion Will Empower US And Global Markets
Analysts remain divided on Global Payments, with some citing activist investor involvement and attractive valuation as upside catalysts while others maintain caution ahead of Q2 results, resulting in the consensus analyst price target remaining unchanged at $103.18. Analyst Commentary Bullish analysts cite the recent sizable stake taken by activist investor Elliot Management as a key catalyst offering substantial upside, given Global Payments' status as one of the cheapest stocks in the S&P 500.Article d’analyse • Aug 09
Global Payments (NYSE:GPN) Has Announced A Dividend Of $0.25
Global Payments Inc.'s ( NYSE:GPN ) investors are due to receive a payment of $0.25 per share on 26th of September. The...Article d’analyse • Jun 10
Global Payments (NYSE:GPN) Has Announced A Dividend Of $0.25
Global Payments Inc. ( NYSE:GPN ) will pay a dividend of $0.25 on the 27th of June. This makes the dividend yield 1.3...Seeking Alpha • Apr 19
Global Payments Enacts Transformative Deal
Summary Global Payments (GPN) is expected to undergo significant changes with a transformative deal which should act as a catalyst for a rerating. Management plans to asset swap their Issuer Solutions business against WorldPay. This will transform Global Payments into a pure play commerce solutions company. Despite a challenging 2025, GPN's low current valuation presents a strong buy opportunity with potential for substantial upside over the next 3-5 years. The initial market reaction was very negative but ignores the huge potential behind this deal and provides an interesting entry level. Read the full article on Seeking AlphaSeeking Alpha • Mar 02
Global Payments Is Interesting Even With A Year Of Mild Recession
Summary Global Payments offers Merchant Solutions and Issuer Solutions, focusing on SMBs and benefiting from acquisitions like EVO Payments. GPN has maybe a narrow economic moat based on integrated software solutions and complex issuer services, offset by low profitability. Financially, GPN shows interesting EPS growth and manageable debt, with a BBB credit rating. A fair value derived from a combination of two DCF models and backed by a relative valuation is $155.2, indicating significant upside potential. A Bull Put Spread strategy seems even more interesting, because it can bring the same desired return even for a stagnant or slightly decreasing price. Read the full article on Seeking AlphaSeeking Alpha • Jan 22
Global Payments: Short-Term Looks Cloudy, But With A Lot Of Promise Once It Clears
Summary Global Payments' recent performance has been underwhelming, with slowing sales growth and deteriorating GAAP margins, leading me to downgrade it to a hold. Q3 financials showed a 5.58% sales growth, but GAAP EPS declined by 11%, highlighting efficiency issues despite a slight gross margin improvement. The EVO Payments acquisition is starting to improve adjusted margins, but GAAP improvements are expected to take longer, particularly in growth regions like LatAm and Asia. The company needs to focus on SME growth and streamline operations to regain its growth trajectory, with Q4 results crucial for future outlook. Read the full article on Seeking AlphaNouveau récit • Jan 20
Global Payments will reach new heights with a 34% upside potential
Q4 2024 momentum in Merchant Solutions with strong POS adoption (added ~3,000 new locations)Seeking Alpha • Nov 07
Global Payments Slims Down With SMB Focus
Summary Global Payments targets the SMB market, enhancing growth through value-added services and international expansion, making it a compelling buy. GPN's strategic acquisitions and partnerships, such as EVO Payments, bolster its European and B2B offerings, increasing market share and service depth. Financial transparency improvements and divestitures of non-core units aim to streamline operations, enhancing shareholder value and operational efficiency. GPN commits to $7.5 billion in shareholder returns over three years, including an accelerated share repurchase program, signalling strong future growth potential. Read the full article on Seeking AlphaRendement pour les actionnaires
| GPN | US Diversified Financial | US Marché | |
|---|---|---|---|
| 7D | 8.4% | 0.7% | 1.0% |
| 1Y | -1.1% | -8.5% | 28.7% |
Rendement vs Industrie: GPN a dépassé le secteur US Diversified Financial qui a rapporté -8.5 % au cours de l'année écoulée.
Rendement vs marché: GPN a sous-performé le marché US qui a rapporté 28.7 % au cours de l'année écoulée.
Volatilité des prix
| GPN volatility | |
|---|---|
| GPN Average Weekly Movement | 5.2% |
| Diversified Financial Industry Average Movement | 6.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: GPN n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de GPN ( 5% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1967 | 26,000 | Cameron Bready | www.globalpayments.com/en-ap |
Global Payments Inc. fournit des technologies de paiement et des solutions logicielles pour les paiements par carte, par chèque et par voie numérique dans les Amériques, en Europe et dans la région Asie-Pacifique. Elle propose des services d'autorisation, de règlement et de financement, d'assistance à la clientèle, de résolution des rétrofacturations, de réconciliation et de gestion des litiges, de location de terminaux, de vente et de déploiement, de sécurité des paiements, de facturation consolidée et d'établissement de rapports. La société fournit également une gamme de solutions logicielles d'entreprise qui rationalisent les opérations commerciales de ses clients dans divers marchés verticaux, ainsi que des solutions et des services à valeur ajoutée, tels que les logiciels de point de vente, l'analyse et l'engagement des clients, la paie et le reporting, et la gestion du capital humain.
Global Payments Inc. Résumé des fondamentaux
| GPN statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$19.86b |
| Bénéfices(TTM) | US$630.19m |
| Recettes(TTM) | US$8.86b |
31.8x
Ratio P/E2.3x
Ratio P/SLe site GPN est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| GPN compte de résultat (TTM) | |
|---|---|
| Recettes | US$8.86b |
| Coût des recettes | US$2.89b |
| Marge brute | US$5.97b |
| Autres dépenses | US$5.34b |
| Les revenus | US$630.19m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 2.30 |
| Marge brute | 67.40% |
| Marge bénéficiaire nette | 7.12% |
| Ratio dettes/capitaux propres | 95.5% |
Quelles ont été les performances à long terme de GPN?
Voir les performances historiques et les comparaisonsDividendes
1.4%
Rendement actuel des dividendes39%
Ratio de distributionLe site GPN verse-t-il des dividendes fiables ?
Voir GPN l'historique des dividendes et les indices de référence| Global Payments dates des dividendes | |
|---|---|
| Date ex-dividende | Jun 12 2026 |
| Date de paiement du dividende | Jun 26 2026 |
| Jours jusqu'au dividende Ex | 19 days |
| Jours jusqu'à la date de paiement du dividende | 33 days |
Le site GPN verse-t-il des dividendes fiables ?
Voir GPN l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/22 12:04 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Global Payments Inc. est couverte par 50 analystes. 27 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| David Koning | Baird |
| Gary Prestopino | Barrington Research Associates, Inc. |
| Harshita Rawat | Bernstein |