Global Payments Inc.

NYSE:GPN 株式レポート

時価総額：US$17.6b

Global Payments 将来の成長

Future 基準チェック /56

Global Payments利益と収益がそれぞれ年間45.5%と13%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に20.2% 47.9%なると予測されています。

主要情報

45.5%

収益成長率

47.88%

EPS成長率

Diversified Financial 収益成長8.0%
収益成長率13.0%
将来の株主資本利益率20.23%
アナリストカバレッジ

Good

最終更新日08 Jun 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • Jun 07

GPN: Share Pullback And FY26 Cash Generation Plan Will Drive Repricing

Global Payments' updated analyst price targets reflect a modest trim of intrinsic value to about $95 per share, as analysts factor in slightly higher discount rates and only minor adjustments to growth and margin assumptions. At the same time, recent research argues that the recent double digit share pullback and concerns about near term guidance may be overdone.
Seeking Alpha • Jun 04

Global Payments: Short-Term Continues To Look Uncertain

Summary Global Payments Inc. remains a Hold, as management must prove efficient growth and successful integration of Worldpay amid lackluster share price performance. Adjusted Q1 revenue rose 29.4% to $2.86B, with adjusted EPS up 10% to $2.96, but GAAP results were distorted by divestitures and tax impacts. GPN’s high leverage is manageable for now, with an adjusted interest coverage ratio of ~5x, but debt reduction and clean financials are needed for rerating. The market remains skeptical of GPN’s M&A strategy and legacy card-rails model, awaiting evidence of synergy realization and sustainable top- and bottom-line growth. Read the full article on Seeking Alpha
ナラティブの更新 • May 24

GPN: Worldpay Execution And FY26 Cash Generation Plan Will Drive Repricing

Global Payments' updated analyst fair value estimate has shifted from $101.88 to $94.92 as analysts factor in more moderate revenue and profit margin assumptions, a higher expected future P/E, and a series of reduced price targets and neutral ratings across recent research coverage. Analyst Commentary Recent research coverage on Global Payments has leaned cautious, with several firms lowering price targets and others maintaining or initiating Neutral ratings.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
新しいナラティブ • 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)

業績と収益の成長予測

NYSE:GPN - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202813,7582,0824,1585,22515
12/31/202713,1391,5043,6644,21026
12/31/202612,441-4103,5593,02127
3/31/20268,8556301,0611,813N/A
12/31/20257,7061,0732,0392,657N/A
9/30/20257,7181,3442,3913,025N/A
6/30/20257,7081,1812,4623,092N/A
3/31/20257,7221,2742,4263,083N/A
12/31/20247,7361,2852,3833,058N/A
9/30/20248,2371,1872,1832,832N/A
6/30/20248,7151,2641,7712,423N/A
3/31/20249,1961,2371,5372,179N/A
12/31/20237,3806201,8922,550N/A
9/30/20239,4748741,6482,301N/A
6/30/20239,2838031,5882,210N/A
3/31/20239,112-1441,5922,214N/A
12/31/20228,9761111,6282,244N/A
9/30/20228,917711,6822,288N/A
6/30/20228,833772,2722,869N/A
3/31/20228,6901,0142,2482,811N/A
12/31/20218,5249652,2882,781N/A
9/30/20218,2609402,3392,797N/A
6/30/20217,9758642,0162,464N/A
3/31/20217,5106382,0592,477N/A
12/31/20207,4245851,8782,314N/A
9/30/20207,4815051,1501,587N/A
6/30/20206,6693791,7212,104N/A
3/31/20205,9324621,2411,598N/A
12/31/20194,912431N/A1,391N/A
9/30/20193,805403N/A1,794N/A
6/30/20193,556484N/A847N/A
3/31/20193,454473N/A1,051N/A
12/31/20183,366452N/A1,106N/A
9/30/20183,540619N/A813N/A
6/30/20183,721553N/A751N/A
3/31/20183,850511N/A503N/A
12/31/20173,975468N/A512N/A
9/30/20174,277263N/A877N/A
6/30/20174,189208N/A903N/A
3/31/20174,070203N/A970N/A
12/31/20163,776214N/A884N/A
11/30/20163,308241N/A324N/A
8/31/20163,089270N/A227N/A
5/31/20162,898272N/A593N/A
2/29/20162,858300N/A956N/A
11/30/20152,843293N/A652N/A
8/31/20152,818289N/A1,002N/A

アナリストによる今後の成長予測

収入対貯蓄率: GPNの予測収益成長率 (年間45.5% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: GPNの収益 ( 45.5% ) はUS市場 ( 17.1% ) よりも速いペースで成長すると予測されています。

高成長収益: GPNの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: GPNの収益 ( 13% ) US市場 ( 11.9% ) よりも速いペースで成長すると予測されています。

高い収益成長: GPNの収益 ( 13% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: GPNの 自己資本利益率 は、3年後には高くなると予測されています ( 20.2 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/06/09 11:43
終値2026/06/09 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Global Payments Inc. 27 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。49

アナリスト機関
David KoningBaird
Gary PrestopinoBarrington Research Associates, Inc.
Harshita RawatBernstein