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Global Payments Inc.NYSE:GPN Stock Report

Market Cap US$19.2b
Share Price
US$69.19
US$101.88
32.1% undervalued intrinsic discount
1Y-11.9%
7D-2.5%
Portfolio Value
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Global Payments Inc.

NYSE:GPN Stock Report

Market Cap: US$19.2b

Global Payments (GPN) Stock Overview

Provides payment technology and software solutions for card, check, and digital-based payments in the Americas, Europe, and the Asia-Pacific. More details

GPN fundamental analysis
Snowflake Score
Valuation3/6
Future Growth5/6
Past Performance1/6
Financial Health0/6
Dividends4/6

GPN Community Fair Values

Create Narrative

See what 83 others think this stock is worth. Follow their fair value or set your own to get alerts.

Global Payments Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Global Payments
Historical stock prices
Current Share PriceUS$70.13
52 Week HighUS$90.64
52 Week LowUS$62.45
Beta0.76
1 Month Change11.85%
3 Month Change-3.75%
1 Year Change-11.86%
3 Year Change-32.26%
5 Year Change-64.34%
Change since IPO1,777.96%

Recent News & Updates

Narrative Update 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

Recent updates

Narrative Update 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
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article May 23

Global Payments (NYSE:GPN) Is Paying Out A Dividend Of $0.25

Global Payments Inc.'s ( NYSE:GPN ) investors are due to receive a payment of $0.25 per share on 27th of June. This...
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
New Narrative 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 Alpha

Shareholder Returns

GPNUS Diversified FinancialUS Market
7D-2.5%-0.6%2.1%
1Y-11.9%-10.6%30.6%

Return vs Industry: GPN matched the US Diversified Financial industry which returned -11.1% over the past year.

Return vs Market: GPN underperformed the US Market which returned 31% over the past year.

Price Volatility

Is GPN's price volatile compared to industry and market?
GPN volatility
GPN Average Weekly Movement7.1%
Diversified Financial Industry Average Movement6.4%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Stable Share Price: GPN has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: GPN's weekly volatility (7%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
196726,000Cameron Breadywww.globalpayments.com/en-ap

Global Payments Inc. provides payment technology and software solutions for card, check, and digital-based payments in the Americas, Europe, and the Asia-Pacific. It offers authorization, settlement and funding, customer support, chargeback resolution, reconciliation and dispute management, terminal rental, sales and deployment, payment security, and consolidated billing and reporting services. The company also provides an array of enterprise software solutions that streamline business operations of its customers in various vertical markets; and value-added solutions and services, such as point-of-sale software, analytics and customer engagement, payroll and reporting, and human capital management.

Global Payments Inc. Fundamentals Summary

How do Global Payments's earnings and revenue compare to its market cap?
GPN fundamental statistics
Market capUS$19.17b
Earnings (TTM)US$630.19m
Revenue (TTM)US$8.86b
30.6x
P/E Ratio
2.2x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
GPN income statement (TTM)
RevenueUS$8.86b
Cost of RevenueUS$2.89b
Gross ProfitUS$5.97b
Other ExpensesUS$5.34b
EarningsUS$630.19m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)2.29
Gross Margin67.40%
Net Profit Margin7.12%
Debt/Equity Ratio95.6%

How did GPN perform over the long term?

See historical performance and comparison

Dividends

1.4%
Current Dividend Yield
30%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/07 14:02
End of Day Share Price 2026/05/07 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Global Payments Inc. is covered by 50 analysts. 24 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
David KoningBaird
Gary PrestopinoBarrington Research Associates, Inc.
Harshita RawatBernstein