Hsbc Holdings PLC grew its holdings in Global Payments Inc. (NYSE:GPN – Free Report) by 40.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 912,590 shares of the business services provider’s stock after acquiring an additional 260,606 shares during the period. Hsbc Holdings PLC owned about 0.34% of Global Payments worth $65,864,000 as of its most recent filing with the Securities & Exchange Commission.
Other large investors have also modified their holdings of the company. Gtcr LLC acquired a new position in shares of Global Payments during the first quarter worth about $2,911,939,000. Pzena Investment Management LLC acquired a new stake in Global Payments in the second quarter valued at approximately $848,344,000. Glenview Capital Management LLC raised its holdings in Global Payments by 13.8% in the second quarter. Glenview Capital Management LLC now owns 4,316,892 shares of the business services provider’s stock valued at $345,524,000 after acquiring an additional 523,209 shares in the last quarter. Norges Bank purchased a new position in Global Payments in the fourth quarter worth approximately $276,014,000. Finally, Northern Trust Corp lifted its stake in Global Payments by 1.7% in the fourth quarter. Northern Trust Corp now owns 2,675,925 shares of the business services provider’s stock worth $207,117,000 after acquiring an additional 45,857 shares during the last quarter. Hedge funds and other institutional investors own 89.76% of the company’s stock.
Global Payments Stock Up 0.2% Shares of NYSE GPN opened at $92.76 on Tuesday. The business has a 50-day moving average price of $85.26 and a 200 day moving average price of $75.57. The stock has a market cap of $24.55 billion, a PE ratio of -31.13, a price-to-earnings-growth ratio of 0.50 and a beta of 0.78. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.90. Global Payments Inc. has a 52-week low of $61.16 and a 52-week high of $95.88.
Global Payments (NYSE:GPN – Get Free Report) last released its quarterly earnings results on Wednesday, August 5th. The business services provider reported $3.46 EPS for the quarter, topping the consensus estimate of $3.44 by $0.02. Global Payments had a positive return on equity of 13.80% and a negative net margin of 9.16%.The company had revenue of $3.16 billion for the quarter, compared to analyst estimates of $3.16 billion. During the same quarter in the previous year, the company posted $3.10 earnings per share. The firm’s revenue was up 68.6% compared to the same quarter last year. Global Payments has set its FY 2026 guidance at 13.600-13.800 EPS. Equities research analysts forecast that Global Payments Inc. will post 13.64 earnings per share for the current year. Global Payments Dividend Announcement The firm also recently disclosed a quarterly dividend, which will be paid on Friday, September 25th. Shareholders of record on Friday, September 11th will be paid a $0.25 dividend. The ex-dividend date is Friday, September 11th. This represents a $1.00 dividend on an annualized basis and a yield of 1.1%. Global Payments’s payout ratio is currently -33.56%.
Wall Street Analysts Forecast Growth GPN has been the topic of a number of analyst reports. Morgan Stanley restated an “overweight” rating and issued a $103.00 price objective on shares of Global Payments in a report on Thursday, August 6th. Weiss Ratings reissued a “sell (d)” rating on shares of Global Payments in a report on Friday, August 7th. Citigroup restated a “buy” rating on shares of Global Payments in a research note on Thursday, August 6th. Jefferies Financial Group raised Global Payments from a “hold” rating to a “buy” rating in a report on Thursday, August 6th. Finally, Susquehanna set a $111.00 price objective on Global Payments and gave the stock a “positive” rating in a research report on Wednesday, June 3rd. Nine investment analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $92.52.
Read Our Latest Analysis on GPN
Global Payments Profile (Free Report)
Global Payments Inc (NYSE: GPN) is a worldwide provider of payment technology and software solutions that enables commerce for merchants, issuers and enterprises. The company develops and operates payment processing networks, point-of-sale systems and cloud-based software that facilitate electronic transactions across in-store, online and mobile channels. Its services span merchant acquiring, payment gateway services, omnichannel commerce platforms, and solutions for recurring and subscription billing.
Global Payments offers a range of products and services including integrated payment terminals and point-of-sale software, e-commerce and gateway technologies, fraud prevention and tokenization tools, and business analytics and reporting.
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A month has gone by since the last earnings report for Global Payments (GPN - Free Report) . Shares have added about 4.7% in that time frame, outperforming the S&P 500.
Will the recent positive trend continue leading up to its next earnings release, or is Global Payments due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts.
Global Payments Q2 Earnings Beat Estimates on Genius Platform Momentum
Global Payments reported second-quarter 2026 adjusted earnings per share (EPS) of $3.46, which beat the Zacks Consensus Estimate of $3.45. The bottom line rose 12% year over year.
Adjusted net revenues improved 33.8% year over year to $3.2 billion. The top line missed the consensus mark by 0.4%.
The quarterly earnings benefited from continued adoption of the Genius platform and the company's strategic transformation into a focused commerce solutions provider. However, higher operating expenses partly offset these gains.
GPN’s Operating PerformanceAdjusted operating income of $1.3 billion increased 25.9% year over year in the second quarter. Adjusted operating margin expanded 70 basis points (bps) year over year on a normalized basis to 42%.
Total operating expenses of $3 billion increased 89.3% year over year in the second quarter. The increase was due to higher selling, general and administrative expenses, and cost of service. Interest and other expenses rose 81.9% year over year to $277.5 million.
GPN’s Q2 Financial PositionGlobal Payments exited the second quarter with cash and cash equivalents of $5.4 billion, which decreased from $8.3 billion at 2025-end. Total assets of $63.6 billion rose from $53.3 billion at 2025-end.
Long-term debt amounted to $21.5 billion compared with $19.5 billion at 2025-end. The current portion of long-term debt totaled $925 million at the second-quarter end.
Total equity of $23.8 billion rose from $23.6 billion at 2025-end.
Operating activities used $373.8 million of cash in the first six months of 2026 compared with $1.4 billion provided by operating activities in the prior-year period.
GPN’s Capital Deployment UpdateGPN repurchased shares worth $1.1 billion in the first half of 2026.
The company declared a quarterly dividend of 25 cents per share, which will be paid out on Sept. 25, 2026, to its shareholders of record as of Sept. 11, 2026.
GPN’s 2026 OutlookConstant-currency adjusted net revenue growth, excluding dispositions, is expected to be 4-5% in 2026.
Constant-currency adjusted EPS growth is expected to be 11-13% in 2026. GPN expects to convert approximately 90% of adjusted net income into adjusted free cash flow.
Annual adjusted operating margin is expected to expand by approximately 150 basis points in 2026.
How Have Estimates Been Moving Since Then?Since the earnings release, investors have witnessed a downward trend in estimates review.
VGM ScoresAt this time, Global Payments has a poor Growth Score of F, however its Momentum Score is doing a bit better with a D. However, the stock was allocated a grade of A on the value side, putting it in the top 20% for value investors.
Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Interestingly, Global Payments has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Performance of an Industry PlayerGlobal Payments is part of the Zacks Financial Transaction Services industry. Over the past month, Western Union (WU - Free Report) , a stock from the same industry, has gained 1.3%. The company reported its results for the quarter ended June 2026 more than a month ago.
Western Union reported revenues of $1.01 billion in the last reported quarter, representing a year-over-year change of -1.3%. EPS of $0.31 for the same period compares with $0.42 a year ago.
Western Union is expected to post earnings of $0.35 per share for the current quarter, representing a year-over-year change of -25.5%. Over the last 30 days, the Zacks Consensus Estimate has changed -8.2%.
The overall direction and magnitude of estimate revisions translate into a Zacks Rank #5 (Strong Sell) for Western Union. Also, the stock has a VGM Score of B.
Bank of New York Mellon Corp acquired a new stake in Global Payments Inc. (NYSE:GPN – Free Report) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 1,374,069 shares of the business services provider’s stock, valued at approximately $99,702,000. Bank of New York Mellon Corp owned approximately 0.50% of Global Payments at the end of the most recent reporting period.
Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Gtcr LLC bought a new stake in Global Payments during the first quarter worth approximately $2,911,939,000. Pzena Investment Management LLC increased its holdings in shares of Global Payments by 1.8% in the first quarter. Pzena Investment Management LLC now owns 11,615,577 shares of the business services provider’s stock valued at $781,728,000 after buying an additional 205,880 shares in the last quarter. Glenview Capital Management LLC lifted its position in shares of Global Payments by 13.8% during the 2nd quarter. Glenview Capital Management LLC now owns 4,316,892 shares of the business services provider’s stock valued at $345,524,000 after acquiring an additional 523,209 shares during the last quarter. Norges Bank acquired a new stake in shares of Global Payments during the 4th quarter valued at $276,014,000. Finally, Northern Trust Corp boosted its stake in shares of Global Payments by 1.7% during the 4th quarter. Northern Trust Corp now owns 2,675,925 shares of the business services provider’s stock worth $207,117,000 after acquiring an additional 45,857 shares in the last quarter. 89.76% of the stock is owned by institutional investors.
Global Payments Stock Performance Shares of GPN opened at $94.33 on Tuesday. The company’s fifty day moving average is $80.31 and its 200-day moving average is $74.06. Global Payments Inc. has a 12 month low of $61.16 and a 12 month high of $95.88. The firm has a market cap of $24.96 billion, a price-to-earnings ratio of -31.65, a price-to-earnings-growth ratio of 0.54 and a beta of 0.74. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.90.
Global Payments (NYSE:GPN – Get Free Report) last released its quarterly earnings data on Wednesday, August 5th. The business services provider reported $3.46 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.44 by $0.02. The business had revenue of $3.16 billion during the quarter, compared to analyst estimates of $3.16 billion. Global Payments had a negative net margin of 9.16% and a positive return on equity of 13.80%. Global Payments’s quarterly revenue was up 68.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned $3.10 EPS. Global Payments has set its FY 2026 guidance at 13.600-13.800 EPS. Equities analysts expect that Global Payments Inc. will post 13.66 EPS for the current fiscal year. Global Payments Announces Dividend The business also recently disclosed a quarterly dividend, which will be paid on Friday, September 25th. Stockholders of record on Friday, September 11th will be issued a dividend of $0.25 per share. The ex-dividend date of this dividend is Friday, September 11th. This represents a $1.00 dividend on an annualized basis and a dividend yield of 1.1%. Global Payments’s dividend payout ratio is currently -33.56%.
Wall Street Analysts Forecast Growth Several equities research analysts have recently commented on the company. UBS Group assumed coverage on Global Payments in a report on Thursday, August 6th. They set a “buy” rating for the company. Citigroup restated a “buy” rating on shares of Global Payments in a report on Thursday, August 6th. Truist Financial upped their price objective on shares of Global Payments from $76.00 to $79.00 and gave the company a “hold” rating in a research note on Friday, July 24th. Deutsche Bank Aktiengesellschaft decreased their target price on shares of Global Payments from $75.00 to $70.00 and set a “hold” rating for the company in a report on Tuesday, June 9th. Finally, HC Wainwright assumed coverage on shares of Global Payments in a research report on Thursday, August 6th. They issued a “buy” rating on the stock. Ten investment analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $90.92.
Get Our Latest Stock Analysis on GPN
Global Payments Company Profile (Free Report)
Global Payments Inc (NYSE: GPN) is a worldwide provider of payment technology and software solutions that enables commerce for merchants, issuers and enterprises. The company develops and operates payment processing networks, point-of-sale systems and cloud-based software that facilitate electronic transactions across in-store, online and mobile channels. Its services span merchant acquiring, payment gateway services, omnichannel commerce platforms, and solutions for recurring and subscription billing.
Global Payments offers a range of products and services including integrated payment terminals and point-of-sale software, e-commerce and gateway technologies, fraud prevention and tokenization tools, and business analytics and reporting.
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ATLANTA--(BUSINESS WIRE)-- #globalpayments--Global Payments Inc. (NYSE: GPN) today announced Genius World, the company's inaugural flagship event showcasing the full line of Genius™ solutions.
[url="]Global Payments Inc.[/url] (NYSE: GPN), a leading payment technology and software company that powers commerce for businesses of all sizes worldwide, tod
3 Tech ETFs That Could Bounce Back After the AI SelloffGlobal Payments NYSE: GPN reported second-quarter results that included 4% normalized adjusted net revenue growth, 70 basis points of adjusted operating-margin expansion and a 12% increase in adjusted earnings per share, while lowering its full-year revenue and earnings outlook to reflect continued pressure on travel-related volumes from the Middle East conflict.
Chief Executive Officer Cameron Bready said the company’s results demonstrated “the durability of our business model” despite an approximately 100-basis-point headwind to normalized revenue growth from reduced travel-sector activity. Adjusted net revenue totaled $3.16 billion in the quarter, while adjusted diluted earnings per share were $3.46.
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Updated Outlook Reflects Travel Pressure Shift4’s Explosive Growth Comes With High-Stakes RiskChief Financial Officer Josh Whipple said Global Payments now expects normalized constant-currency adjusted net revenue growth of approximately 4% to 5% for full-year 2026. The company previously assumed that travel activity would normalize by the end of the second quarter, but now expects conflict-related impacts to continue for the balance of the year.
The company forecast adjusted earnings per share of $13.60 to $13.80 for 2026, representing growth of 11% to 13%. It maintained its expectation for approximately 150 basis points of normalized adjusted operating-margin expansion for the year and said foreign exchange rates are now expected to have roughly no impact on reported growth, following the strengthening of the U.S. dollar.
3 Different Fintech Giants: Turnaround, Stability, or Risky Bet?For the second half, Whipple said the company expects revenue growth of about 4.5%, approximately 200 basis points of margin expansion and margins near 43%. Management cited the ramp of an expanded sales force, increased Genius point-of-sale sales, and enterprise customers going live as drivers of improved second-half performance.
Bready said travel capacity and forward bookings in the affected portfolio remain below pre-conflict levels. He noted that returning capacity has been more concentrated in short-haul, lower-yielding domestic routes than long-haul routes. The company described the conflict’s impact as modest and transitory but said it adopted a more conservative assumption because conditions remain uncertain.
Worldpay Integration and Segment Results Global Payments said its Worldpay integration reached several milestones during the quarter. The company completed its operating-model design and leadership structure, established a target architecture for the combined technology environment, and aligned its commercial organization around three operating segments: SMB, Enterprise and Platforms.
SMB: Adjusted net revenue was $1.51 billion, up 4% on a normalized basis, with volume growth of 4%. Adjusted operating income was $891 million, for a 59% contribution margin. Enterprise: Adjusted net revenue was $838 million, up 7% on a normalized basis despite an approximately 400-basis-point headwind from the Middle East conflict. Enterprise volumes increased 4%, while card-not-present revenue grew at a low-double-digit rate. Adjusted operating income was $653 million, producing a 78% contribution margin. Platforms: Adjusted net revenue was $628 million, up 7% on a normalized basis, as segment volume increased 10%. Adjusted operating income was $284 million, for a 45% contribution margin. Management said Enterprise bookings rose 10% year to date. The company cited new customer wins including Shangri-La Hotels, IG Group and BingX, and said it expanded its relationship with Domino’s Pizza to become the exclusive provider of card-present and card-not-present payments in the U.S. About one-third of recently signed enterprise clients went live in the second quarter, including Aldi, Morrisons and Careem in the United Arab Emirates.
In Platforms, Global Payments signed 48 new partners during the quarter, with more than half of the wins coming from international partners. Platforms value-added-services revenue rose 25%, driven by FraudSight payouts, prime routing and merchant working capital.
Genius Rollout and AI Initiatives Global Payments continued to emphasize its Genius point-of-sale platform as a long-term growth initiative in SMB. Bready said new merchant locations per quota-carrying sales professional increased 30% since the start of the year, contributing to a more than 25% sequential increase in Genius bookings during the second quarter. New customer yields rose 75% year over year, according to the company.
New Genius locations increased more than 50% year over year and nearly 25% sequentially. Global Payments said Desjardins is selling Genius in Canada, while 30 of Worldpay’s largest U.S. financial-institution partners are expected to begin selling the platform during the fourth quarter.
The company also introduced a Genius handheld device designed for edge AI and an AI reporting tool that enables users to ask questions in natural language about operational and reporting data. Bready said the company’s newest Genius commercial helped drive a nearly 60% increase in Google-branded searches for the product.
Across its business, Global Payments said it is using AI to support fraud management, authorization optimization and customer service. Its Revenue Boost solution, already generating $2 billion in annual approval uplift, is delivering an additional 50-basis-point increase in approval rates through AI-powered decisioning, Bready said. The company also said it has multiple agentic-commerce pilots underway with AI platforms and global retailers.
Cash Flow, Buybacks and Leverage Global Payments generated $687 million in adjusted free cash flow during the second quarter, equal to approximately 75% conversion of adjusted net income. The company expects adjusted free-cash-flow conversion to exceed 90% for the full year, with stronger conversion in the second half due to its typical seasonal pattern.
The company spent $236 million on capital expenditures, or about 7% of revenue, during the quarter. It repurchased roughly 8 million shares for $550 million through accelerated and open-market repurchases and said it is more than halfway toward its commitment to return more than $2 billion to shareholders in 2026, including dividends.
Global Payments ended the quarter with net leverage just below 3.5 times. More than 90% of its debt was fixed rate, with a weighted average cost of approximately 4%. The company reiterated its plan to preserve investment-grade credit ratings and reach a 3-times net leverage target by the end of 2027.
About Global Payments (NYSE:GPN)Global Payments Inc NYSE: GPN is a worldwide provider of payment technology and software solutions that enables commerce for merchants, issuers and enterprises. The company develops and operates payment processing networks, point-of-sale systems and cloud-based software that facilitate electronic transactions across in-store, online and mobile channels. Its services span merchant acquiring, payment gateway services, omnichannel commerce platforms, and solutions for recurring and subscription billing.
Global Payments offers a range of products and services including integrated payment terminals and point-of-sale software, e-commerce and gateway technologies, fraud prevention and tokenization tools, and business analytics and reporting.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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Adjusted Net Revenue: $3.16 billion, representing normalized growth of 4% excluding dispositions.Adjusted Operating Margin: Expanded 70 basis points on a normal
Key Takeaways GPN beat Q2 adjusted EPS estimates as earnings rose 12%, while adjusted net revenue increased 33.8% YOY.Global Payments cited Genius platform adoption and its commerce strategy, despite higher operating expenses.Global Payments repurchased $1.2 billion of shares in H1 and declared a quarterly 25-cent dividend. Global Payments Inc. (GPN - Free Report) reported second-quarter 2026 adjusted earnings per share (EPS) of $3.46, which beat the Zacks Consensus Estimate of $3.45. The bottom line rose 12% year over year.
Adjusted net revenues improved 33.8% year over year to $3.2 billion. The top line missed the consensus mark by 0.4%.
The quarterly earnings benefited from continued adoption of the Genius platform and the company's strategic transformation into a focused commerce solutions provider. However, higher operating expenses partly offset these gains.
Global Payments Inc. Price, Consensus and EPS SurpriseGPN’s Operating PerformanceAdjusted operating income of $1.3 billion increased 25.9% year over year in the second quarter. Adjusted operating margin expanded 70 basis points (bps) year over year on a normalized basis to 42%.
Total operating expenses of $3 billion increased 89.3% year over year in the second quarter. The increase was due to higher selling, general and administrative expenses, and cost of service. Interest and other expenses rose 81.9% year over year to $277.5 million.
GPN’s Q2 Financial PositionGlobal Payments exited the second quarter with cash and cash equivalents of $5.4 billion, which decreased from $8.3 billion at 2025-end. Total assets of $63.6 billion rose from $53.3 billion at 2025-end.
Long-term debt amounted to $21.5 billion compared with $19.5 billion at 2025-end. The current portion of long-term debt totaled $925 million at the second-quarter end.
Total equity of $23.8 billion rose from $23.6 billion at 2025-end.
Operating activities used $373.8 million of cash in the first six months of 2026 compared with $1.4 billion provided by operating activities in the prior-year period.
GPN’s Capital Deployment UpdateGPN repurchased shares worth $1.2 billion in the first half of 2026.
The company declared a quarterly dividend of 25 cents per share, which will be paid out on Sept. 25, 2026, to its shareholders of record as of Sept. 11, 2026.
GPN’s 2026 OutlookConstant-currency adjusted net revenue growth, excluding dispositions, is expected to be 4-5% in 2026.
Constant-currency adjusted EPS growth is expected to be 11-13% in 2026. GPN expects to convert approximately 90% of adjusted net income into adjusted free cash flow.
Annual adjusted operating margin is expected to expand by approximately 150 basis points in 2026.
GPN’s Zacks RankGPN currently has a Zacks Rank #4 (Sell). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
How Did Peers Perform?
Several companies in the business services space, including Fidelity National Information Services, Inc. (FIS - Free Report) , Visa Inc. (V - Free Report) and Mastercard Incorporated (MA - Free Report) , have reported their financial results for the June quarter of 2026. Here’s how they have performed:
Fidelity National reported second-quarter 2026 adjusted EPS of $1.48, which beat the Zacks Consensus Estimate by 0.7%. The bottom line advanced 8.8% year over year. Revenues amounted to $3.4 billion, which improved 29% year over year. The top line missed the consensus mark by 0.2%. FIS’ quarterly earnings were driven by strong growth in the Banking Solutions segment and steady performance in the Capital Market Solutions segment, along with recurring revenue growth. However, the upside was partly offset by a higher expenses.
Visa delivered third-quarter fiscal 2026 adjusted earnings of $3.32 per share, which rose 11% year over year and beat the Zacks Consensus Estimate by 2.8%. Net revenues were $11.63 billion, rising 14% year over year. Visa’s quarterly results reflected resilient spending trends, higher cross-border volumes and solid network activity, including a 10% year-over-year increase in payments volume on a constant-dollar basis. The upside was partly offset by increased operating expenses.
Mastercard reported second-quarter 2026 adjusted EPS of $5.04, which topped the Zacks Consensus Estimate by 5.7%. The bottom line improved 21.4% year over year. Net revenues advanced 14.1% year over year to $9.3 billion. The top line beat the consensus mark by 2.4%. Mastercard’s quarterly results benefited from strong cross-border volume growth, increased switched transactions and robust demand for value-added services. The upside was partly offset by higher payment network rebates from renewed deals and an escalating operating expense level.
Global Payments (GPN - Free Report) came out with quarterly earnings of $3.46 per share, beating the Zacks Consensus Estimate of $3.45 per share. This compares to earnings of $3.1 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +0.29%. A quarter ago, it was expected that this electronics payment processing company would post earnings of $2.82 per share when it actually produced earnings of $2.96, delivering a surprise of +4.96%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Global Payments, which belongs to the Zacks Financial Transaction Services industry, posted revenues of $3.16 billion for the quarter ended June 2026, missing the Zacks Consensus Estimate by 0.4%. This compares to year-ago revenues of $2.36 billion. The company has topped consensus revenue estimates two times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Global Payments shares have added about 14% since the beginning of the year versus the S&P 500's gain of 13%.
What's Next for Global Payments?While Global Payments has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Global Payments was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $3.65 on $3.21 billion in revenues for the coming quarter and $13.81 on $12.42 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Financial Transaction Services is currently in the bottom 37% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Klarna (KLAR - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 18.
This Swedish buy now, pay later company is expected to post quarterly loss of $0.07 per share in its upcoming report, which represents a year-over-year change of +50%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Klarna's revenues are expected to be $987.94 million, up 20% from the year-ago quarter.
Výsledková sezóna pokračuje i tento týden v plném proudu. Těšit se můžeme na řadu reportů speciálně z Německa a USA. V tuzemsku bude pozornost upřena na páteční čísla CSG, řada domácích investorů vyhlíží také výsledky Gen Digital. V Německu zveřejní své výsledky hospodaření více než polovina společností z indexu DAX (21 titulů). Můžeme se tak těšit například na report agrochemické a farmaceutické společnosti Bayer, konglomerátu Siemens či pojišťovny Allianz. V USA by mělo zveřejnit své výsledky celkem 138 společností z indexu S&P 500. Sledovaný bude první výsledkový report společnosti SpaceX od jejího IPO. Trh se zaměří i na tituly spojené s AI boomem: návrháře čipů AMD, výrobce pevných disků Western Digital či výrobce flash pamětí SanDisk.
Přehled vybraných společností reportujících své výsledky v tomto týdnu (zdroj: síť X - Earnings Whispers)
Pondělí (3. 8.) USA (po trhu): Palantir Technologies, On Semiconductor
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Key Takeaways Global Payments' Q2 revenues are expected to rise, aided by the Worldpay acquisition and portfolio changes.GPN's Europe, Americas and Asia Pacific revenue estimates point to strong year-over-year growth.Higher operating costs may weigh on margins despite expected earnings and revenue growth. Global Payments Inc. (GPN - Free Report) is set to report second-quarter 2026 results on Aug. 5, before the opening bell. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings is currently pegged at $3.46 per share on revenues of $3.17 billion.
The second-quarter earnings estimate witnessed no upward revision over the past 60 days against six downward movements. The bottom-line projection indicates a year-over-year increase of 11.6%. The Zacks Consensus Estimate for quarterly revenues implies year-over-year growth of 34.4%.
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For full-year 2026, the Zacks Consensus Estimate for Global Payments’ revenues is pegged at $12.43 billion, implying a rise of 33.4% year over year. The consensus mark for the current year EPS is pegged at $13.82, implying a jump of 13.1% on a year-over-year basis.
Global Payments’ earnings beat the consensus estimate in three of the last four quarters and met once, with the average surprise being 2.1%. This is depicted in the figure below.
Q2 Earnings Whispers for GPNOur proven model does not conclusively predict an earnings beat for the company this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the odds of an earnings beat, but that is not the case here.
GPN has an Earnings ESP of -0.63% and a Zacks Rank #4 (Sell). You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
You can see the complete list of today’s Zacks #1 Rank stocks here.
What’s Likely to Shape GPN’s Q2 Results?GPN’s second-quarter results are expected to reflect the impact of the acquisition of Worldpay and the sale of Issuer Solutions Business. The transaction closed on Jan. 12, 2026. The Zacks Consensus Estimate for revenues from Europe operations is pegged at $658.7 million, which indicates 107.9% year-over-year growth on a comparable basis. Similarly, the consensus mark for revenues from the Americas operations is pegged at $2.7 billion, signaling a 71.4% jump from a year ago.
The consensus estimate for revenuesfromAsia Pacific stands at $126.5 million, indicating 56.4% year-over-year growth. The above-mentioned estimates indicate that GPN is positioned for year-over-year growth. However, profit growth from the businesses is likely to have been partially offset by increased costs under certain heads.
For the to-be-reported quarter, we anticipate the cost of service to rise 63.2% year over year. We expect total operating costs to be around $2.4 billion in the quarter, a 57% increase from the year-ago level. We expect the adjusted EBITDA margin to decline to 44.4% in the second quarter from 48.9% a year ago.
How Did Other Stocks Perform?American Express Company (AXP - Free Report) , Synchrony Financial (SYF - Free Report) and Visa Inc. (V - Free Report) are some companies from the broader payments space that have already reported earnings for the June quarter.
American Express reported second-quarter 2026 EPS of $4.53, which surpassed the Zacks Consensus Estimate by 2.7%. The bottom line advanced 11% year over year. The strong quarterly results were driven by increased Card Member spending, higher net interest income and improved card fee growth. However, the upside was partly offset by AXP’s elevated operating expenses.
Synchrony Financial reported second-quarter 2026 adjusted EPS of $2.59, which surpassed the Zacks Consensus Estimate by 24.5%. The bottom line increased 3.6% year over year. The quarterly results were driven by record purchase volume, accelerated growth in ending loan receivables despite elevated payment behavior, continued credit strength and an expansion in net interest margin. However, SYF’s higher operating expenses and an increase in the provision for credit losses partly offset these positives.
Visa delivered third-quarter fiscal 2026 adjusted earnings of $3.32 per share, up 11% year over year. Earnings beat the Zacks Consensus Estimate by 2.8%. The strong quarterly results reflected resilient spending trends, higher cross-border volumes and solid network activity, including a 10% year-over-year increase in payments volume on a constant-dollar basis. However, the upside was partly offset by Visa’s increased operating expenses.
Delta Global Management LP bought a new stake in Global Payments Inc. (NYSE:GPN – Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 25,794 shares of the business services provider’s stock, valued at approximately $1,736,000.
Several other hedge funds and other institutional investors have also made changes to their positions in GPN. OMERS ADMINISTRATION Corp raised its position in Global Payments by 25.8% in the first quarter. OMERS ADMINISTRATION Corp now owns 11,651 shares of the business services provider’s stock valued at $784,000 after purchasing an additional 2,391 shares during the period. North Reef Capital Management LP purchased a new stake in shares of Global Payments in the first quarter worth about $6,730,000. Callodine Capital Management LP grew its stake in shares of Global Payments by 47.0% in the first quarter. Callodine Capital Management LP now owns 851,331 shares of the business services provider’s stock valued at $57,295,000 after buying an additional 272,351 shares in the last quarter. Gtcr LLC acquired a new stake in shares of Global Payments in the first quarter valued at about $2,911,939,000. Finally, Waverly Advisors LLC grew its stake in shares of Global Payments by 37.4% in the first quarter. Waverly Advisors LLC now owns 65,884 shares of the business services provider’s stock valued at $4,434,000 after buying an additional 17,917 shares in the last quarter. Institutional investors and hedge funds own 89.76% of the company’s stock.
Global Payments Trading Up 0.1% Shares of GPN opened at $80.97 on Monday. The company has a market capitalization of $22.15 billion, a P/E ratio of -39.69, a P/E/G ratio of 0.46 and a beta of 0.76. Global Payments Inc. has a one year low of $61.16 and a one year high of $90.64. The company has a debt-to-equity ratio of 0.86, a quick ratio of 0.79 and a current ratio of 0.79. The stock has a 50-day moving average price of $72.29 and a 200 day moving average price of $71.97.
Global Payments (NYSE:GPN – Get Free Report) last posted its quarterly earnings data on Wednesday, May 6th. The business services provider reported $2.96 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.82 by $0.14. Global Payments had a positive return on equity of 13.11% and a negative net margin of 7.99%.The company had revenue of $2.86 billion for the quarter, compared to the consensus estimate of $2.81 billion. During the same period in the previous year, the business earned $2.82 EPS. Global Payments’s revenue for the quarter was up 63.1% compared to the same quarter last year. Global Payments has set its FY 2026 guidance at 13.800-14.000 EPS. Sell-side analysts forecast that Global Payments Inc. will post 13.82 EPS for the current fiscal year.
Global Payments Announces Dividend The business also recently declared a quarterly dividend, which was paid on Friday, June 26th. Investors of record on Friday, June 12th were paid a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date was Friday, June 12th. Global Payments’s payout ratio is -49.02%.
Wall Street Analysts Forecast Growth Several equities analysts recently commented on the company. Wells Fargo & Company reduced their price target on Global Payments from $105.00 to $95.00 and set an “overweight” rating on the stock in a research report on Thursday, July 9th. Morgan Stanley initiated coverage on shares of Global Payments in a research note on Monday, June 22nd. They set an “equal weight” rating and a $65.00 price objective on the stock. UBS Group reissued a “neutral” rating and set a $80.00 target price on shares of Global Payments in a research report on Thursday, May 7th. Barclays assumed coverage on shares of Global Payments in a research report on Wednesday, July 8th. They set an “equal weight” rating and a $81.00 target price on the stock. Finally, Rothschild & Co Redburn decreased their target price on shares of Global Payments from $70.00 to $60.00 and set a “sell” rating for the company in a research note on Tuesday, May 12th. Four analysts have rated the stock with a Buy rating, nineteen have issued a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $83.46.
Get Our Latest Report on Global Payments
Global Payments Company Profile (Free Report)
Global Payments Inc (NYSE: GPN) is a worldwide provider of payment technology and software solutions that enables commerce for merchants, issuers and enterprises. The company develops and operates payment processing networks, point-of-sale systems and cloud-based software that facilitate electronic transactions across in-store, online and mobile channels. Its services span merchant acquiring, payment gateway services, omnichannel commerce platforms, and solutions for recurring and subscription billing.
Global Payments offers a range of products and services including integrated payment terminals and point-of-sale software, e-commerce and gateway technologies, fraud prevention and tokenization tools, and business analytics and reporting.
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ATLANTA--(BUSINESS WIRE)-- #globalpayments--Global Payments Inc. (NYSE: GPN), a leading payment technology and software company that powers commerce for businesses of all sizes worldwide, will release second-quarter financial results before the market opens on Wednesday, August 5, 2026, followed by a live audio webcast to discuss them at 8:00 a.m. ET.All interested parties may access the audio webcast via the investor relations page of the company's website at investors.globalpayments.com. A replay of the audio w.
California Public Employees Retirement System reduced its stake in Global Payments Inc. (NYSE:GPN – Free Report) by 1.7% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 452,599 shares of the business services provider’s stock after selling 7,774 shares during the period. California Public Employees Retirement System owned about 0.16% of Global Payments worth $30,460,000 as of its most recent filing with the Securities and Exchange Commission.
Several other hedge funds and other institutional investors also recently made changes to their positions in the stock. Strive Financial Group LLC acquired a new stake in Global Payments in the fourth quarter valued at approximately $25,000. DV Equities LLC acquired a new position in shares of Global Payments during the fourth quarter worth $26,000. True Wealth Design LLC lifted its stake in shares of Global Payments by 183.6% in the 4th quarter. True Wealth Design LLC now owns 431 shares of the business services provider’s stock valued at $33,000 after acquiring an additional 279 shares during the last quarter. Torren Management LLC acquired a new stake in shares of Global Payments during the 4th quarter valued at $34,000. Finally, Johnson Financial Group Inc. acquired a new stake in shares of Global Payments during the 3rd quarter valued at $35,000. 89.76% of the stock is owned by institutional investors.
Global Payments Price Performance Shares of NYSE GPN opened at $80.03 on Wednesday. The company has a market capitalization of $21.89 billion, a PE ratio of -39.23, a P/E/G ratio of 0.46 and a beta of 0.76. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 0.86. Global Payments Inc. has a twelve month low of $61.16 and a twelve month high of $90.64. The firm has a fifty day simple moving average of $71.56 and a 200 day simple moving average of $71.91.
Global Payments (NYSE:GPN – Get Free Report) last issued its quarterly earnings results on Wednesday, May 6th. The business services provider reported $2.96 EPS for the quarter, beating analysts’ consensus estimates of $2.82 by $0.14. Global Payments had a negative net margin of 7.99% and a positive return on equity of 13.11%. The business had revenue of $2.86 billion for the quarter, compared to analysts’ expectations of $2.81 billion. During the same quarter in the prior year, the firm posted $2.82 earnings per share. The business’s quarterly revenue was up 63.1% compared to the same quarter last year. Global Payments has set its FY 2026 guidance at 13.800-14.000 EPS. On average, sell-side analysts forecast that Global Payments Inc. will post 13.82 EPS for the current year.
Global Payments Dividend Announcement The firm also recently announced a quarterly dividend, which was paid on Friday, June 26th. Investors of record on Friday, June 12th were paid a dividend of $0.25 per share. The ex-dividend date of this dividend was Friday, June 12th. This represents a $1.00 annualized dividend and a yield of 1.2%. Global Payments’s dividend payout ratio (DPR) is currently -49.02%.
Wall Street Analyst Weigh In A number of analysts have recently commented on the company. Deutsche Bank Aktiengesellschaft cut their price target on Global Payments from $75.00 to $70.00 and set a “hold” rating on the stock in a research note on Tuesday, June 9th. Rothschild & Co Redburn decreased their price target on shares of Global Payments from $70.00 to $60.00 and set a “sell” rating for the company in a research report on Tuesday, May 12th. Keefe, Bruyette & Woods cut their price target on shares of Global Payments from $90.00 to $76.00 and set a “market perform” rating on the stock in a report on Tuesday, April 7th. Weiss Ratings downgraded Global Payments from a “hold (c-)” rating to a “sell (d)” rating in a report on Monday, May 11th. Finally, Wells Fargo & Company cut their target price on Global Payments from $105.00 to $95.00 and set an “overweight” rating on the stock in a report on Thursday, July 9th. Four equities research analysts have rated the stock with a Buy rating, nineteen have given a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Hold” and an average price target of $83.33.
Check Out Our Latest Stock Analysis on Global Payments
Global Payments Company Profile (Free Report)
Global Payments Inc (NYSE: GPN) is a worldwide provider of payment technology and software solutions that enables commerce for merchants, issuers and enterprises. The company develops and operates payment processing networks, point-of-sale systems and cloud-based software that facilitate electronic transactions across in-store, online and mobile channels. Its services span merchant acquiring, payment gateway services, omnichannel commerce platforms, and solutions for recurring and subscription billing.
Global Payments offers a range of products and services including integrated payment terminals and point-of-sale software, e-commerce and gateway technologies, fraud prevention and tokenization tools, and business analytics and reporting.
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Considering buying GPN stock? Here’s what analysts think:
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Key Takeaways Worldpay acquisition expands Global Payments' reach to 6M merchants worldwide.Digital payment trends and recurring revenues continue supporting long-term growth.Rising earnings estimates and strong cash flow reinforce the long-term investment case. Global Payments Inc. (GPN - Free Report) is well-poised to grow on the back of highly recurring, transaction-based revenues, strong free cash flow generation and secular digital payment tailwinds. However, increasing costs and intensifying competition remain concerns.
Global Payments — with a market cap of $19.1 billion — is a global payment solutions provider based in Atlanta, GA. Courtesy of solid prospects, this Zacks Rank #3 (Hold) stock is worth holding on to at the moment.
Where Do GPN’s Estimates Stand?The Zacks Consensus Estimate for Global Payments’ 2026 earnings is pegged at $13.86 per share, indicating a 13.4% year-over-year increase. The estimate has witnessed 12 upward revisions and one downward movement over the past 60 days. Furthermore, the consensus mark for revenues is pegged at $12.44 billion for 2026, indicating a 33.6% year-over-year jump.
It beat earnings estimates thrice in the past four quarters and met once, with the average surprise being 2.1%.
GPN’s Growth DriversGlobal Payments has entered a new phase with the completion of its Worldpay acquisition, creating one of the world's largest merchant acquirers. The combined company now serves more than six million merchants across 175 countries, processing about 94 billion transactions and $3.7 trillion in annual payment volume. The larger scale strengthens its position in enterprise payments while expanding its e-commerce and omnichannel offerings.
The business also benefits from a highly recurring revenue model. Once merchants integrate Global Payments' software and payment solutions into their operations, switching providers becomes costly and disruptive. That helps the company retain customers, generate steady transaction revenues and produce consistent cash flows.
Long-term industry trends remain another major advantage. Consumers and businesses continue shifting from cash to digital payments, supported by rising ecommerce activity, contactless transactions, embedded payments, software-integrated solutions, digital wallets and cross-border commerce. These trends should continue driving payment volumes over time.
Global Payments ended the first quarter of 2026 with about $5.9 billion in cash and generated $544 million in adjusted free cash flow, equal to nearly 70% of adjusted net income. Management expects free cash flow conversion above 90% for the full year and plans to return more than $2 billion to shareholders in 2026 while maintaining an investment-grade balance sheet.
Price Target for GPNBased on short-term price targets offered by 26 analysts, the Wall Street average price target for Global Payments is at $92.62 per share, suggesting a 32.7% upside from current levels.
Key ConcernsThere are a few factors that can hinder the stock’s growth.
Despite implementing various cost-control measures, the company's operating expenses are on the rise. Adjusted operating margin fell to 39.9% in the first quarter from 42.4% a year ago. Additionally, intensifying competition in the payments industry presents a challenge. Emerging fintech companies with strong growth potential are rapidly gaining market share, increasing the need for innovation and differentiation.
Nevertheless, GPN’s strategic approach — focusing on partnerships, technology investments and maintaining financial flexibility — positions it for long-term success despite these headwinds.
Better-Ranked PlayersSome better-ranked stocks from the broader payments space are Klarna Group plc (KLAR - Free Report) , Paymentus Holdings, Inc. (PAY - Free Report) and Remitly Global, Inc. (RELY - Free Report) , each carrying a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for Klarna’s current-year earnings indicates a 105.1% year-over-year improvement. KLAR has witnessed four upward estimate revisions over the past 60 days against no movement in the opposite direction. The consensus estimate for current-year revenues is pegged at $4.44 billion, indicating 26.5% year-over-year growth.
The Zacks Consensus Estimate for Paymentus’ current-year earnings indicates a 19.7% year-over-year jump. PAY beat earnings estimates in each of the trailing four quarters, with the average surprise being 12%. The consensus estimate for current-year revenues implies 19.9% year-over-year growth.
The consensus estimate for Remitly Global’s current-year earnings indicates a 331.3% year-over-year surge to $1.38 per share. It has witnessed one upward estimate revision and no downward movement over the past 60 days. The consensus estimate for RELY’s current-year revenues is pegged at $1.97 billion, implying 20.4% year-over-year growth.
Key Takeaways Global Payments' Q1 EPS of $2.96 beat estimates, with revenues rising 29.5% year over year.GPN benefited from Worldpay momentum and a 90% surge in Genius platform bookings.GPN reaffirmed 2026 outlook, projecting 5% revenue growth and 13-15% EPS growth. Global Payments, Inc. (GPN - Free Report) reported first-quarter 2026 adjusted earnings per share (EPS) of $2.96, which beat the Zacks Consensus Estimate of $2.82. The bottom line rose 10% year over year.
Adjusted net revenues improved 29.5% year over year to $2.9 billion. The top line beat the consensus mark by 1.3%.
The strong quarterly earnings benefited from early momentum from the company’s streamlined commerce focus and continued uptake of its Genius platform, including an approximately 90% year-over-year increase in bookings. However, the positives were partly offset by elevated operating expenses.
GPN’s Operating PerformanceThe Worldpay acquisition and the sale of Issuer Solutions both closed on Jan. 9, 2026, reshaping Global Payments into a more focused commerce solutions platform.
Adjusted operating income of $1.1 billion increased 22.1% year over year in the quarter under review. Adjusted operating margin expanded 110 basis points (bps) year over year on a normalized basis to 39.9%.
Total operating expenses of $3 billion increased 106.1% year over year in the first quarter. The increase was due to higher selling, general and administrative expenses, and cost of service. Interest and other expenses rose 63.2% year over year to $242.4 million.
GPN’s Financial Position (As of March 31, 2026)Global Payments exited the first quarter with cash and cash equivalents of $5.9 billion, which decreased from $8.3 billion at 2025-end. Total assets of $64.3 billion rose from $53.3 billion at 2025-end.
Long-term debt amounted to $21 billion compared with $19.5 billion at 2025-end. The current portion of long-term debt totaled $1.6 billion at the first-quarter end.
Total equity of $24.5 billion rose from the figure of $23.6 billion at 2025-end.
GPN’s operating activities used $288.8 million of cash in the first quarter of 2026, down from $555.1 million generated a year ago.
Capital Deployment UpdateThe company entered into a $500 million accelerated share repurchase program. GPN repurchased shares worth $549.9 million in the first quarter of 2026.
The company declared a quarterly dividend of 25 cents per share, which will be paid out on June 26, 2026, to its shareholders of record as of June 12.
GPN Reaffirms 2026 OutlookAdjusted net revenue growth on a constant currency basis, excluding dispositions, is still expected to be around 5% in 2026.
Adjusted EPS growth is still anticipated to be between 13% and 15% in 2026. GPN expects to convert almost 90% of adjusted net income into adjusted free cash flow.
The annual adjusted operating margin is expected to increase around 150 bps in 2026.
GPN’s Zacks RankGPN currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
How Did Peers Perform?Several companies in the business services space, including Mastercard Incorporated (MA - Free Report) , Visa Inc. (V - Free Report) and Marsh & McLennan Companies, Inc. (MRSH - Free Report) , have also reported their financial results for the March quarter of 2026. Here’s how they had performed:
Mastercard reported first-quarter 2026 adjusted earnings of $4.60 per share, which topped the Zacks Consensus Estimate by 4.6%. The bottom line improved 23.3% year over year. Net revenues advanced 15.8% year over year to $8.4 billion. MA’s quarterly results benefited from growing cross-border volumes and solid growth in value-added services revenues. However, the upside was partly offset by elevated operating expenses and higher payment network rebates from new and renewed deals.
Visa delivered second-quarter fiscal 2026 adjusted earnings of $3.31 per share, up 20% year over year and beat the Zacks Consensus Estimate by 7.1%. Net revenues came in at $11.23 billion, rising 17% year over year. V’s quarterly results reflected resilient spending trends, higher cross-border volumes and solid network activity, including a 9% year-over-year increase in payments volume on a constant-dollar basis. However, the upside was partly offset by increased operating expenses.
Marsh reported first-quarter 2026 adjusted earnings per share of $3.29, which surpassed the Zacks Consensus Estimate by 2.5%. The bottom line advanced 8% year over year. Consolidated revenues of $7.6 billion improved 8% year over year. The strong quarterly results benefited from solid growth in the Risk and Insurance Services and Consulting unit, particularly from the Marsh Risk, Guy Carpenter, Mercer and Marsh Management Consulting businesses. The upside was partially offset by elevated operating expenses, primarily due to increased compensation and benefits.
ATLANTA--(BUSINESS WIRE)--Global Payments Inc. (NYSE: GPN) today announced that its Integrated and Platforms business has secured the renewal and expansion of its partnership with Lightspeed DMS, a premier provider of integrated dealer management systems for the recreational industry. This new agreement exemplifies how the breadth of offerings from Global Payments enables growth for its partners as they look to expand their payments program and deliver innovative experiences to their customers.
By employing Global Payments’ Payrix Pro technology, Lightspeed’s dealership customers will be able to manage payments directly within the Lightspeed platform.
Share Since 2009, Lightspeed has partnered with Worldpay, now Global Payments, to provide payment and security services to its customer base. This relationship has been built on a consultative and collaborative approach, with Global Payments’ dedicated teams working closely with Lightspeed.
As part of the next phase in Lightspeed’s payments journey, they will launch a new embedded payments offering. By employing Global Payments’ Payrix Pro technology, Lightspeed’s dealership customers will be able to manage payments directly within the Lightspeed platform as part of a more streamlined and integrated experience. The enhanced offering provides Lightspeed dealerships with greater visibility, control and efficiency within their daily workflows.
“Global Payments’ commitment to partnership and dedication to drive continuous improvement have been instrumental in helping us serve our customers,” said Brian Provost, CEO at Lightspeed. “With this new embedded model, Global Payments has helped us grow at scale and deliver even greater value to our 4,500 plus customers that rely on Lightspeed to power their dealerships and drive their businesses forward.”
Lightspeed will continue to rely on Global Payments’ commitment to operational and technical support to ensure seamless implementation.
“Lightspeed’s trust in Global Payments for nearly two decades is a testament to the strength of our partnership and shared commitment to delivering value to their users,” said Matt Downs, president of Global Payments’ Integrated and Platforms business. “Through our strong partnership and alignment with Lightspeed’s executives, we are helping them execute a vision of providing their dealers with an improved experience for all things financial services. By delivering a platform that scales with their ambitions – so they can focus on innovation rather than building payments infrastructure – we are enabling Lightspeed to expand faster and with greater confidence. We are excited that Lightspeed chose to build their next generation offering on the Payrix Pro platform.”
Lightspeed supports dealerships across the Powersports, Marine, RV, Trailer and Golf Car industries with a connected platform that helps manage sales, parts, service, rental, accounting, CRM and more. By expanding its partnership with Global Payments, Lightspeed is continuing to strengthen its platform with embedded solutions designed to simplify operations, improve the customer experience and support dealer growth.
Global Payments completed its acquisition of Worldpay in January of 2026.
About Global Payments
Global Payments (NYSE: GPN) is a leading payment technology and software company that powers commerce for businesses of all sizes worldwide. We help businesses grow with confidence by delivering innovative solutions that enable seamless payment acceptance, smarter operations, and exceptional client experiences – online, in store and everywhere in between. With its global reach, local expertise and scale, Global Payments manages trillions in payments volume and billions of transactions across more than 175 countries. Headquartered in Atlanta, Georgia, Global Payments is a Fortune 500® company and a member of the S&P 500. Learn more at company.globalpayments.com.
About Lightspeed
Lightspeed is a leading cloud-based dealer management solution built for the Powersports, Marine, RV, Trailer, and Golf Car industries. Designed by dealers—for dealers—Lightspeed helps dealerships streamline sales, parts, service, rental, accounting, and CRM operations in one scalable platform. For over 40 years, Lightspeed has supported more than 4,500 dealers across North America with the tools and technology to grow their business, increase profitability, and deliver a better customer experience. Learn more at www.lightspeeddms.com.
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Partnership Brings Innovative Genius Point of Sale and Commerce Enablement Solutions to Hardee’s® and Carl’s Jr.® Restaurants Across U.S.
ATLANTA--(BUSINESS WIRE)--Global Payments® (NYSE: GPN), a leading payment technology and software company that powers commerce for businesses of all sizes worldwide, announced today that CKE Restaurants Holdings, Inc. – which operates the iconic Hardee’s and Carl’s Jr. quick service restaurant brands – has selected Global Payments as its exclusive U.S. point of sale (POS) and in-store payment solutions provider. CKE Restaurants will deploy Genius, Global Payments’ flagship POS and business management platform, at more than 2,400 corporate and franchise restaurant locations across the U.S.
The exclusive agreement represents a significant extension of Global Payments’ relationship with CKE.
Share The exclusive agreement represents a significant extension of Global Payments’ relationship with CKE, which awarded the business based on Global Payments’ proven ability to help large-scale restaurant operators deliver exceptional customer experiences and growth-driving back-office solutions.
“We are thrilled to play a greatly expanded role helping the Hardee’s and Carl’s Jr. brands delight customers with seamless payment experiences while streamlining restaurant operations,” said David Rumph, president of the SMB business at Global Payments. “Genius is an incredibly robust platform built to be highly configurable and scalable. Deploying Genius at CKE’s restaurants will optimize how customers place, pay for and receive their orders, while also driving better business decisions.”
Genius scales with ease, meeting the operational needs of enterprise restaurant clients, while being intuitive and nimble enough to support a wide and growing range of SMB business types. The platform, which is paired with hardware engineered for higher performance, delivers what restaurants need: payments, kitchen management, and profit-driving back-office solutions, such as loyalty and real-time reporting, end-to-end drive thru technology, digital menu boards, kiosks and more.
“We wanted a partner that could offer more capabilities as part of a single, integrated solution – without sacrificing quality or reliability,” said Ryan Mollenkopf, vice president of IT at CKE. “Better technology enables us to improve the service we provide our guests so their experience interacting with our brands is effortless and focused on the quality, delicious food they came to enjoy.”
Genius for enterprise businesses is optimized for multi-location enterprise restaurants, sports and entertainment venues, and foodservice management environments such as cafeterias. For more information, visit globalpayments.com/genius.
About Global Payments
Global Payments (NYSE: GPN) is a leading payment technology and software company that powers commerce for businesses of all sizes worldwide. We help businesses grow with confidence by delivering innovative solutions that enable seamless payment acceptance, smarter operations and exceptional client experiences – online, in store and everywhere in between. With its global reach, local expertise and scale, Global Payments manages trillions in payments volume and billions of transactions across more than 175 countries. Headquartered in Atlanta, Georgia, Global Payments is a Fortune 500® company and a member of the S&P 500. Learn more at company.globalpayments.com.
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Stock to Watch: Global Payments (GPN - Free Report) Global Payments, headquartered in Atlanta, GA was spun off from National Data Corporation in 2001. Since its spin-off, the company has taken the acquisition and joint venture route to expand both in existing and international markets.
GPN is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Business Services stock. GPN has a Momentum Style Score of A, and shares are up 0.9% over the past four weeks.
Six analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.17 to $13.84 per share. GPN also boasts an average earnings surprise of +2.1%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, GPN should be on investors' short list.
Key Takeaways GPN was selected as the exclusive U.S. POS and payment solutions provider for CKE Restaurants.Global Payments will support Hardee's and Carl's Jr. with integrated commerce technology.GPN's Genius platform includes kiosks, loyalty programs and kitchen management tools. Global Payments, Inc. (GPN - Free Report) recently announced that CKE Restaurants Holdings has selected the company as its exclusive U.S. point-of-sale (POS) and in-store payment solutions provider. Under the agreement, Global Payments will deploy its Genius, a flagship POS and business management platform, across more than 2,400 Hardee's and Carl's Jr. corporate and franchise restaurant locations nationwide.
The deal marks a major expansion of the existing relationship between the two companies and strengthens Global Payments’ position in the quick-service restaurant (QSR) market. CKE Restaurants awarded the contract based on Global Payments’ ability to support large-scale restaurant operations with integrated payment technology and business management solutions.
Global Payments’ Genius platform is designed to simplify restaurant operations while improving the customer experience. The platform is highly scalable and configurable, allowing enterprise restaurant chains to manage operations more efficiently. In addition to payment processing, Genius offers kitchen management, loyalty programs, digital menu boards, kiosks, drive-thru technology, real-time reporting and other back-office support tools.
By adopting a single integrated platform, CKE Restaurants aims to deliver a more seamless and reliable experience for customers while improving operational efficiency across its restaurant network. The partnership also reflects the growing demand among restaurant operators for unified commerce and payment solutions.
The agreement aligns with Global Payments’ broader strategy of expanding its software-driven commerce offerings for enterprise clients. Partnerships with large restaurant chains can generate recurring transaction volumes and provide greater long-term revenue visibility.
GPN’s Stock Price PerformanceShares of Global Payments have lost 16.9% over the past year compared with the industry’s decline of 25.2%.
Image Source: Zacks Investment Research
GPN’s Zacks Rank & Key PicksGPN currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the broader Business Services space are Sezzle Inc. (SEZL - Free Report) , sporting a Zacks Rank #1 (Strong Buy) at present, and The Brink's Company (BCO - Free Report) and WEX Inc. (WEX - Free Report) , both carrying a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Sezzle’s 2026 earnings is pegged at $5.09 per share, indicating a 41.8% year-over-year increase. Sezzle beat earnings estimates in each of the trailing four quarters, with the average surprise being 17.4%. The consensus estimate for 2026 revenues is pinned at $592.6 million, implying 31.6% year-over-year growth.
The Zacks Consensus Estimate for Brink's 2026 earnings is pegged at $9.14 per share, indicating a 13.5% year-over-year increase. BCO beat earnings estimates in three of the trailing four quarters and missed once, with the average surprise being 8.7%. The consensus estimate for 2026 revenues is pinned at $5.7 billion, implying 7.5% year-over-year growth.
The Zacks Consensus Estimate for WEX’s 2026 earnings is pegged at $18.78 per share, indicating a 16.7% year-over-year increase. WEX beat earnings estimates in each of the trailing four quarters, with the average surprise being 4.8%. The consensus estimate for 2026 revenues is pinned at $2.83 billion, implying 6.4% year-over-year growth.
Innovative handheld supports leading-edge capabilities to power smarter operations
ATLANTA--(BUSINESS WIRE)--Global Payments Inc. (NYSE: GPN), a leading payment technology and software company that powers commerce for businesses of all sizes worldwide, today unveiled an AI-first Genius™ handheld designed for both the physical demands of frontline environments and AI advances that are transforming how businesses run. Sleek and rugged, the ultra-thin handheld slips easily into standard aprons and pockets while delivering the capability to seamlessly communicate with intelligent agents that can help drive faster, smarter operations.
The innovative handheld will feature groundbreaking new AI-powered voice ordering technology.
Share The innovative handheld will feature groundbreaking new AI-powered voice ordering technology, which will allow servers to have real conversations with customers while the POS quietly builds the ticket in the background – even in high-noise environments. AI-powered voice ordering will help take the stress out of recording orders, empowering servers to spend more time interacting with customers.
Thanks to its advanced computing power, the AI-first handheld POS will also enable a range of opportunities to use the device for improving operations, including real-time upsell prompts at the device, natural language commands for updating pricing and menus, and more.
"We designed a next-generation handheld, purpose built with advanced hardware and intelligent software to power the next evolution of AI-driven commerce for restaurants," said David Rumph, president of SMB for Global Payments. "By pairing mobile technology with the flexibility to support a range of AI-driven workflows, we will help servers spend less time on transactions and more time with guests — elevating the dining experience for customers while giving staff the tools to work smarter. It's one of the ways we are activating our expertise to deliver solutions built for the future of merchant operations."
The handheld -- which provides versatility across a range of use cases from table service to line busting, food trucks, pop-up stores and more -- will be previewed at the National Restaurant Association Show (NRA) in Chicago, May 16 to 19, 2026. NRA marks the one-year anniversary of the launch of Genius, which has served an increasingly broad set of use cases and geographies since it was first introduced, securing impressive client wins and accelerating adoption with partners.
Key handheld features will include:
Advanced computing power: Neural processing capability handles inference workloads locally, enabling AI features to run on the device rather than relying solely on the cloud, enabling smarter, faster operations. Multiple built-in microphones: Microphones are built into the design to support servers with order taking, leveraging natural language processing and understanding to support voice-driven workflows like spoken order entry – and other use cases. Always-on connectivity: 5G capability and offline mode ensure payments can be made anywhere, anytime. EMV and NFC payments are built in with optional magnetic stripe reader (MSR). Faster charging and all-day reliability: USB-C fast charging, plus multi-bay stations to support full-service shifts, keep your fleet rotating through peak hours without downtime. Ultra-thin design: The device ranks among the thinnest handheld POS devices of its kind on the market. Thin profile and palm-sized footprint are designed to fit in a server's apron pocket. Intuitive UX: Smartphone-style interface helps to shorten onboarding for new and seasonal staff. Global Payments Unveils Self-Service Kiosks
At NRA, Global Payments will also showcase its new Genius kiosk configurations that extend the flagship POS and business management platform into self-service. Highlights include:
Unified design and platform: Shared design language, payments stack and platform architecture across the Genius portfolio allow front-of-house and back-of-house systems to run on common infrastructure. Modular mounting: Counter, floor-standing and panel-mount configurations fit varied restaurant footprints. Multi-size displays: Options include 21.5-inch counter/floor standing all-in-one, 10-inch all-in-one and 21.5-inch panel PC. "Our unified hardware strategy enables us to offer an end-to-end solution with a seamless user experience across a wide range of solutions,” Rumph added. “These new kiosks share the same payments and design DNA as our countertop and handheld devices, so operators can deploy self-ordering without managing a second stack.”
Genius is highlighted in a new national advertising campaign featuring Roy Choi, the chef, restauranteur and cultural voice that helped spark the modern food truck movement. The campaign crosses television, social media, radio, billboards and more, including high-profile visibility at NRA. To view the ad, visit globalpayments.com/genius.
Find Global Payments at booth #6427 at NRA, May 16 to 19 in Chicago.
About Global Payments
Global Payments (NYSE: GPN) is a leading payment technology and software company that powers commerce for businesses of all sizes worldwide. We help businesses grow with confidence by delivering innovative solutions that enable seamless payment acceptance, smarter operations and exceptional client experiences – online, in store and everywhere in between. With its global reach, local expertise and scale, Global Payments manages trillions in payments volume and billions of transactions across more than 175 countries. Headquartered in Atlanta, Georgia, Global Payments is a Fortune 500® company and a member of the S&P 500. Learn more at company.globalpayments.com.
Have you evaluated the performance of Global Payments' (GPN - Free Report) international operations for the quarter ending March 2026? Given the extensive global presence of this electronics payment processing company, analyzing the patterns in international revenues is crucial for understanding its financial strength and potential for growth.
The global economy today is deeply interlinked, making a company's engagement with international markets a critical factor in determining its financial success and growth path. It has become essential for investors to comprehend how much a company relies on these foreign markets, as this understanding reveals the firm's potential for consistent earnings, its capacity to harness different economic cycles, and its overall growth prospects.
Being present in international markets serves as a counterbalance to domestic economic challenges while offering chances to engage with more rapidly evolving economies. However, this kind of diversification introduces challenges like currency fluctuations, geopolitical uncertainties and varying market trends.
While delving into GPN's performance for the past quarter, we observed some fascinating trends in the revenue from its foreign segments that are commonly modeled and observed by analysts on Wall Street.
The recent quarter saw the company's total revenue reaching $2.86 billion, marking an improvement of 29.6% from the prior-year quarter. Next, we'll examine the breakdown of GPN's revenue from abroad to comprehend the significance of its international presence.
Trends in GPN's Revenue from International MarketsAsia Pacific generated $101.66 million in revenues for the company in the last quarter, constituting 3.6% of the total. This represented a surprise of +0.84% compared to the $100.81 million projected by Wall Street analysts. Comparatively, in the previous quarter, Asia Pacific accounted for $77.29 million (3.3%), and in the year-ago quarter, it contributed $64.46 million (2.9%) to the total revenue.
During the quarter, Europe contributed $704.55 million in revenue, making up 24.7% of the total revenue. When compared to the consensus estimate of $526.24 million, this meant a surprise of +33.88%. Looking back, Europe contributed $351.7 million, or 15.2%, in the previous quarter, and $398.85 million, or 18.1%, in the same quarter of the previous year.
International Market Revenue ProjectionsIt is projected by analysts on Wall Street that Global Payments will post revenues of $3.19 billion for the ongoing fiscal quarter, an increase of 35.1% from the year-ago quarter. The expected contributions from Asia Pacific and Europe to this revenue are 3.1%, and 18.9%, translating into $100.18 million, and $601.97 million, respectively.
For the entire year, the company's total revenue is forecasted to be $12.46 billion, which is an improvement of 33.8% from the previous year. The revenue contributions from different regions are expected as follows: Asia Pacific will contribute 3.3% ($404.53 million), and Europe 18.8% ($2.34 billion) to the total revenue.
Closing RemarksRelying on global markets for revenues presents both prospects and challenges for Global Payments. Therefore, scrutinizing its international revenue trends is key to effectively forecasting the company's future outlook.
In an environment where global interconnections and geopolitical skirmishes are intensifying, Wall Street analysts keep a keen eye on these trends, particularly for firms with overseas operations, to adjust their earnings predictions. Moreover, a range of other aspects, including how a company fares in its home country, significantly affects these projections.
Emphasizing a company's shifting earnings prospects is a key aspect of our approach at Zacks, especially since research has proven its substantial influence on a stock's price in the short run. This correlation is positively aligned, meaning that improved earnings projections tend to boost the stock's price.
The Zacks Rank, our proprietary stock rating tool, comes with an externally validated impressive track record. It effectively utilizes shifts in earnings projections to act as a dependable barometer for forecasting short-term stock price trends.
Global Payments currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Global Payments' Recent Stock Market PerformanceThe stock delivered no returns over the past month versus the Zacks S&P 500 composite's an increase of 8.8%. In the same interval, the Zacks Business Services sector, to which Global Payments belongs, has registered no change. Over the past three months, the company's shares saw a decrease of 1.7%, while the S&P 500 increased by 7.1%. In comparison, the sector experienced no change during this timeframe.
The Financial Transaction Services industry is likely to benefit from payment innovations like cryptocurrencies, biometric verification, QR code payments and Buy Now, Pay Later (BNPL) solutions. These innovations drive market penetration, generate new revenue streams and enhance user convenience. However, these advancements also increase vulnerability to cyber threats, making secure infrastructures and effective fraud prevention systems essential. Cross-border payment solutions are expanding with global trade, international travel and the demand for remittance services, facilitating smoother transactions and efficient currency management. Consumer spending remains strong, fueled by e-commerce, smartphone usage and steady wages, although inflationary pressures may lead to cautious spending. Mergers and acquisitions (M&A), along with investments in technology, are helping companies broaden service offerings, diversify markets and expand globally. Companies like Visa Inc. (V - Free Report) , Mastercard Incorporated (MA - Free Report) , PayPal Holdings, Inc. (PYPL - Free Report) , Fiserv, Inc. (FISV - Free Report) and Global Payments Inc. (GPN - Free Report) are well-positioned to benefit from the industry's promising growth prospects.
About the Industry The Zacks Financial Transaction Services industry is part of the Financial Technology or the FinTech space, including companies with diverse natures of businesses. The industry comprises card and payment processing and other solutions providers, ATM services and money remittance service providers, as well as providers of investment solutions to financial advisors. The players in this segment operate their unique and proprietary global payments network that links issuers and acquirers around the globe to facilitate the switching of transactions, permitting account holders to use their products at millions of acceptance locations. Monetary transactions are done through these networks, offering a convenient, quick and secure payment method in several currencies across the globe. The industry is benefiting from the ongoing digitization movement triggered by the pandemic.
4 Key Trends That Shape the Fate of the Financial Transaction Services Space Advancements in Digital Payment Solutions: The global shift toward contactless payment methods is gradually reducing the relevance of traditional cash and check transactions. To stay competitive, major players in the financial transaction services sector are unveiling cutting-edge solutions, such as cryptocurrencies, biometric authentication, QR code payments and BNPL options. These innovations not only increase market penetration but also generate new revenue streams while enhancing user convenience. To maintain their competitive edge, companies are making substantial investments in advanced technologies. However, this digital evolution also increases vulnerability to cyber threats like financial fraud and data breaches, making the development of secure infrastructures and effective fraud prevention systems a critical strategic priority. While these initiatives lead to a rise in costs, they are expected to generate long-term benefits.
Opportunities in Cross-Border Payment Solutions: The financial transaction services industry is poised to capitalize on the steady growth of global trade, rising international travel and the growing demand for remittance solutions. Companies offering sophisticated cross-border payment platforms are in a particularly advantageous position, as these systems facilitate smooth international transactions and efficient currency management. These capabilities are essential for businesses managing payments from overseas clients and ensuring timely payments to global suppliers. Additionally, the expanding global workforce continues to fuel the need for scalable remittance frameworks.
The Role of Consumer Spending: Strong consumer spending has supported financial transaction service providers, driving transaction volume and enhancing revenue generation. The ongoing rise of e-commerce, driven by broader Internet access and the widespread use of smartphones, is likely to continue fueling strong consumer spending in the future. Consumer spending is expected to remain relatively resilient in 2026, according to industry analysts and research firms. As consumers are mindful of essential expenses such as housing, healthcare and groceries, there could be a reduction in discretionary spending. Additionally, low unemployment rates and steady wage growth could help sustain consumer purchasing activity in the near term. However, persistent inflationary pressures and tariff policies may strain household budgets and encourage more cautious spending behavior.
Mergers and Acquisitions as a Growth Strategy: To build fully integrated digital financial ecosystems, companies in the financial transaction services industry are increasingly pursuing M&As, along with significant investments in technology. These strategies enable businesses to broaden service offerings, diversify their market reach, strengthen customer bases and expand globally. In 2025, the Federal Reserve implemented three interest rate cuts. A low-interest-rate environment encourages companies to opt for financing for M&A activities. This will present growth opportunities while safeguarding liquidity.
Zacks Industry Rank Instills Optimism The group’s Zacks Industry Rank, which is the average of the Zacks Rank of all member stocks, indicates bright near-term prospects. The Zacks Financial Transaction Services industry is housed within the broader Zacks Business Services sector. It currently carries a Zacks Industry Rank #77, which places it in the top 32% of 244 Zacks industries.
Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than two to one. The industry’s positioning in the top 50% of the Zacks-ranked industries is a result of a positive earnings outlook for the constituent companies in aggregate.
Before we present a few stocks that you may want to retain in your portfolio, let’s take a look at the industry’s recent stock-market performance and valuation picture.
Industry Underperforms Sector, S&P 500 The Zacks Financial Transaction Services industry underperformed its sector and the Zacks S&P 500 composite in the past year.
In the said time frame, the industry has declined 24.6% compared with the Business Services sector’s fall of 21.8%. The S&P 500 has rallied 30.3% in the same time frame.
One-Year Price Performance
Image Source: Zacks Investment Research
Industry's Current Valuation On the basis of the forward 12-month price/earnings ratio, commonly used for valuing financial transaction services stocks, the industry is currently trading at 16.36X compared with the S&P 500’s 22.14X and the sector’s 17.37X.
In the past five years, the industry traded as high as 36.1X, as low as 16.17X and at the median of 21.97X.
Forward 12-Month Price/Earnings (P/E) Ratio
Image Source: Zacks Investment Research
Image Source: Zacks Investment Research
5 Stocks to Keep a Close Eye on We are presenting five stocks from the Financial Transaction Services industry that currently carry a Zacks Rank #3 (Hold). Considering the current industry scenario, it might be prudent for investors to retain these stocks in their portfolio as these are well-placed to generate growth in the long term.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Visa: Visa, headquartered in San Francisco, is a prominent global leader in digital payments. The company continues to broaden its presence through strategic partnerships, renewals of existing agreements and selective acquisitions. Strong performance across Latin America, Canada and the United States has been a key driver of its overall growth. In the second quarter of fiscal 2026, cross-border volumes rose 12% year over year. Increased transaction activity has fueled higher processing fees, further strengthening revenues. Additionally, Visa maintains a strong focus on technology investments.
The Zacks Consensus Estimate for Visa’s fiscal 2026 earnings is pegged at $13.08 per share, indicating an 14% rise from the year-ago figure. The consensus mark for revenues implies a 13.4% improvement from the year-ago actual. V’s earnings beat estimates in each of the last four quarters, the average surprise being 3.16%.
Price and Consensus: V
Image Source: Zacks Investment Research
Mastercard: Based in Purchase, NY, the company continues to strengthen its position in the global payments ecosystem through partnerships with financial institutions and significant strategic investments. Its cross-border payments platform, Mastercard Move, facilitates secure and seamless international money transfers across more than 200 countries. In the first quarter of 2026, cross-border volumes advanced 13% on a local-currency basis. The company has further reinforced its operational capabilities through acquisitions.
The Zacks Consensus Estimate for Mastercard’s 2026 earnings is pegged at $19.58 per share, indicating an 15.1% rise from the year-ago figure. The consensus mark for revenues implies an 12.8% improvement from the year-ago actual. MA’s earnings beat estimates in each of the last four quarters, the average surprise being 5.49%.
Price and Consensus: MA
Image Source: Zacks Investment Research
PayPal: Based in California, PayPal operates a two-sided platform connecting millions of consumers and merchants globally, leveraging data to drive innovation and enhance user experiences. PayPal’s trusted brands, such as PayPal and Venmo, foster customer loyalty through effective communication and marketing strategies. Its platform-agnostic approach enables integration with various payment solutions, offering flexibility in funding and payment methods. Furthermore, PayPal's global scale, with 439 million active accounts in around 200 markets, enhances its growth prospects. Strategic partnerships with Visa, Mastercard, major banks and tech giants like Google, Facebook, and Alibaba have expanded its global reach.
The Zacks Consensus Estimate for PayPal’s 2026 earnings is pegged at $5.31 per share, which remained flat with the prior-year’s figure. The consensus mark for revenues implies a 3.1% improvement from the year-ago actual. Its earnings beat estimates in three of the last four quarters and missed the mark once, the average surprise being 5.29%.
Price and Consensus: PYPL
Image Source: Zacks Investment Research
Fiserv: Headquartered in Milwaukee, WI, Fiserv is focused on enhancing client relationships and delivering high-value solutions through its platforms like Clover, which serves as the backbone for small business operations. Its strong commitment to leveraging Artificial Intelligence (AI) for operational excellence and investing in areas such as embedded finance and stablecoin further strengthens its competitive position. Moreover, Fiserv's ongoing strategic acquisitions, such as StoneCastle and CardFree, enhance its technological capabilities and allow for greater scalability, helping it stay ahead in an increasingly competitive marketplace.
The Zacks Consensus Estimate for Fiserv’s 2026 earnings is pegged at $8.14 per share. The consensus mark for revenues implies a 1.3% improvement from the year-ago actual. FI’s earnings beat estimates in three of the last four quarters and missed the mark once.
Price and Consensus: FISV
Image Source: Zacks Investment Research
Global Payments: Atlanta, GA-based Global Payments is well-positioned to take advantage of growth prospects, supported by strong performances in both its Merchant Solutions and Issuer Solutions segments. The Merchant Solutions division is set to benefit from rising transaction volumes and an expanding network of U.S. merchant partners. At the same time, the Issuer Solutions segment is expected to see growth as it strengthens relationships with key issuing clients. Through strategic acquisitions and partnerships, the company has enhanced its capabilities and extended its global presence. Global Payments remains dedicated to substantial investments in technology, focusing on product innovation, modernizing platforms and transitioning core systems to cloud-based infrastructure.
The Zacks Consensus Estimate for Global Payments’ 2026 earnings is pegged at $13.86 per share, indicating an 13.4% rise from the 2025 figure. The consensus mark for revenues implies a 33.8% improvement from the year-ago actual GPN’s earnings beat estimates in three of the last four quarters and matched the mark once, the average surprise being 2.05%.
Price and Consensus: GPN
Image Source: Zacks Investment Research
Research highlights the importance of a technology stack that provides a variety of simple ordering channels
ATLANTA--(BUSINESS WIRE)--Global Payments Inc. (NYSE: GPN), a leading payment technology and software company that powers commerce for businesses of all sizes worldwide, today released new research revealing the hidden impact of stressful quick service restaurant (QSR) ordering moments, including that 60% of customers say they default to their usual order when rushed, likely ignoring special offers and new items. The survey of 2,000 U.S. QSR customers uncovers the hidden impact of "order anxiety" and how it may be silently shrinking restaurant revenues.
A variety of factors influence order anxiety for diners, including complicated menus and mounting pressure from long lines behind them.
Share As customers step into a QSR or pull up to a drive-thru, they are faced with a myriad of options that can introduce and amplify anxiety at the point of order, impacting their decisions and ultimately restaurant bottom lines. A variety of factors influence order anxiety for diners, including complicated menus and mounting pressure from long lines behind them.
The findings highlight the opportunities for technology to ease the customer experience and order anxiety.
“Our research shows that 80% of customers would change their habits if ordering was easier, uncovering an opportunity for technology to reduce the stress of ordering and help unlock higher ticket averages,” said Chris Siefken, president of restaurant POS at Global Payments. “Adopting a smarter menu and offering multiple, fully-integrated ordering channels are powerful ways to elevate the guest experience and support revenue growth. Deploying solutions like Genius™, which is designed with simplicity in mind, can help bring every part of a QSR's operation together in one connected platform, allowing the technology to do the heavy lifting so staff can focus on speed, flexibility and an anxiety-free guest experience."
Key research findings:
Order Anxiety: 29% of respondents say that ordering at a QSR is more stressful than public speaking, and more than 20% say it is more stressful than going through airport security. Willingness to Spend: Most respondents (80%) said that easier ordering would change their habits. Nearly half -- 45% -- said they would try new items on the menu, and 17% said they would spend more overall. Overwhelming Menus: 63% say they find large menus overwhelming, leading to decision paralysis and missed upsell opportunities. Social Pressure: 64% say they are extremely or very aware of people waiting behind them in line, and 48% cite a long line as their top stressor. Complexity and Lost Revenue: 37% say they have abandoned an order because the process felt rushed, unclear or uncomfortable. “Diners want an ordering experience that works for them,” Siefken continued. “Providing ordering flexibility through mobile, kiosk and point of sale options helps to maximize the opportunity for customers to discover new menu items, create their ideal order and receive the service experience that fits their needs and lifestyle.”
Dive deeper into the findings and read the full research report here: globalpayments.com/insights/qsr-order-anxiety.
Global Payments will unveil its new AI-first handheld and kiosk configurations at the National Restaurant Association Show (NRA) in Chicago, May 16 to 19 (booth #6427). This year marks the one-year anniversary of Genius following its launch at NRA in 2025. Genius brings pressure-tested reliability to restaurants of all sizes, from neighborhood coffee shops and high-volume drive-thrus to food trucks and global franchises with complex kitchen workflows. For more information, visit globalpayments.com/genius.
Methodology
This research is based on a quantitative survey of 2,000 U.S. consumers who had eaten at or ordered from a QSR in the past six months. It was conducted in March 2026 by Global Payments Consumer Insights.
About Global Payments
Global Payments (NYSE: GPN) is a leading payment technology and software company that powers commerce for businesses of all sizes worldwide. We help businesses grow with confidence by delivering innovative solutions that enable seamless payment acceptance, smarter operations and exceptional client experiences – online, in store and everywhere in between. With its global reach, local expertise and scale, Global Payments manages trillions in payments volume and billions of transactions across more than 175 countries. Headquartered in Atlanta, Georgia, Global Payments is a Fortune 500® company and a member of the S&P 500. Learn more at company.globalpayments.com.
ATLANTA--(BUSINESS WIRE)--Global Payments Inc. (NYSE: GPN), a leading payment technology and software company that powers commerce for businesses of all sizes worldwide, announced today that Bob Cortopassi, president and chief operating officer, and Josh Whipple, chief financial officer, will present live at the J.P. Morgan Global Technology, Media and Communications Conference on Wednesday, May 20 at 11:20 a.m. EDT in Boston, MA.
Interested parties can listen to a live webcast of the fireside chat from the investor relations section of the company’s website at investors.globalpayments.com.
Share Interested parties can listen to a live webcast of the fireside chat from the investor relations section of the company’s website at investors.globalpayments.com. A replay of the webcast will also be available after the event.
About Global Payments
Global Payments (NYSE: GPN) is a leading payment technology and software company that powers commerce for businesses of all sizes worldwide. We help businesses grow with confidence by delivering innovative solutions that enable seamless payment acceptance, smarter operations and exceptional client experiences – online, in store and everywhere in between. With its global reach, local expertise and scale, Global Payments manages trillions in payments volume and billions of transactions across more than 175 countries. Headquartered in Atlanta, Georgia, Global Payments is a Fortune 500® company and a member of the S&P 500. Learn more at company.globalpayments.com.
Key Takeaways Global Payments launched an AI-first Genius handheld POS for restaurants and frontline commerce.GPN's new POS device supports offline payments, 5G connectivity and NFC payment acceptance.GPN also added Genius self-service kiosks with shared payments infrastructure and architecture. Global Payments Inc. (GPN - Free Report) recently unveiled an AI-first version of its Genius handheld point-of-sale (POS) device, targeting restaurants and other frontline commerce environments. The new variant combines advanced hardware with AI-driven software capabilities designed to improve speed and operational efficiency.
One of the key features is AI-powered voice ordering, which allows restaurant staff to interact naturally with customers while the POS system automatically builds orders in the background, even in noisy environments. The device also includes AI-enabled upsell prompts and natural-language commands for menu and pricing updates. Its on-device neural processing capability allows certain AI workloads to run locally rather than relying entirely on cloud infrastructure.
Beyond table-service restaurants, the device supports use cases such as food trucks, line-busting operations, and pop-up stores. Other features include built-in microphones, 5G connectivity, offline payment support, NFC and EMV payment acceptance, USB-C fast charging, and an ultra-thin portable design.
GPN also introduced new self-service kiosk configurations under its Genius platform. The kiosks use the same payment infrastructure and platform architecture as the company’s countertop and handheld devices, enabling merchants to operate through a unified system. It plans to showcase the products at the National Restaurant Association Show in Chicago during May 16-19, 2026.
This launch reinforces Global Payments’ strategy of deepening its integrated commerce capabilities through AI-driven solutions. The new Genius handheld device can support merchant retention, improve software and payment attach rates, and create additional cross-selling opportunities over time, strengthening GPN’s long-term competitive position.
GPN’s Stock Price PerformanceShares of Global Payments have lost 19.3% over the past year compared with the industry’s decline of 24.1%.
Image Source: Zacks Investment Research
GPN’s Zacks Rank & Key PicksGPN currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the broader Business Services space are Sezzle Inc. (SEZL - Free Report) , sporting a Zacks Rank #1 (Strong Buy) at present, and The Brink's Company (BCO - Free Report) and Visa Inc. (V - Free Report) , both carrying a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Sezzle’s 2026 earnings is pegged at $5.09 per share, indicating a 41.8% year-over-year increase. Sezzle beat earnings estimates in each of the trailing four quarters, with the average surprise being 17.4%. The consensus estimate for 2026 revenues is pinned at $592.6 million, implying 31.6% year-over-year growth.
The Zacks Consensus Estimate for Brink's 2026 earnings is pegged at $9.14 per share, indicating a 13.5% year-over-year increase. BCO beat earnings estimates in three of the trailing four quarters and missed once, with the average surprise being 8.7%. The consensus estimate for 2026 revenues is pinned at $5.7 billion, implying 7.5% year-over-year growth.
The Zacks Consensus Estimate for Visa's 2026 earnings is pegged at $13.08 per share, indicating a 14% year-over-year increase. Visa beat earnings estimates in each of the trailing four quarters, with the average surprise being 3.2%. The consensus estimate for 2026 revenues is pinned at $45.4 billion, implying 13.4% year-over-year growth.
Key Takeaways GPN is benefiting from the Worldpay acquisition, expanding scale and boosting merchant acquiring reach.GPN targets more than $2B in buybacks and dividends in 2026 and $7.5B in returns for 2025-2027.GPN's long-term debt rose to $21B by Q1 2026, up from $19.5B at 2025-end. Global Payments Inc. (GPN - Free Report) is well-poised to grow on the back of the Worldpay acquisition, broad demand across merchant services, transaction volume growth and portfolio expansion. However, increasing competition in fintech and payment solutions, higher costs and rising debt remain a concern.
Global Payments — with a market cap of $18.3 billion — is a payment solutions provider based in Atlanta, GA. The payments technology company has a massive network in the Americas, Europe and the Asia-Pacific. Courtesy of solid prospects, this Zacks Rank #3 (Hold) stock is worth holding on to at the moment.
Estimates for GPNThe Zacks Consensus Estimate for Global Payments’ 2026 earnings is pegged at $13.86 per share, indicating a 13.4% year-over-year rise. The estimate jumped by 8 cents over the past week. Furthermore, the consensus mark for revenues is pegged at $12.46 billion for 2026, indicating a 33.8% year-over-year rise.
The company beat earnings estimates in three of the past four quarters and met once, with an average surprise of 2.1%.
GPN’s Growth DriversThe Worldpay deal made Global Payments a much bigger player, giving it more scale in merchant acquiring and access to a broader global customer base. More importantly, it opens the door for cross-selling, creating a clear path to faster revenue growth and stronger margins.
Rising demand for unified POS and embedded payment solutions among SMBs is supporting upgrades across GPN’s large global merchant base, increasing recurring software-linked revenues and transaction volumes. High-impact partnerships remain a key growth lever. Collaborations with Alphabet, Mastercard, CaixaBank, Virgin Money and others enhance GPN’s digital-payments capabilities and broaden distribution.
Global Payments returned significant capital to shareholders, repurchasing $1.6 billion of stock in 2024 and $1.2 billion in 2025. The company expects to return more than $2 billion through buybacks and dividends in 2026 and is targeting $7.5 billion in total shareholder returns over 2025-2027.
Based on short-term price targets offered by 26 analysts, the Wall Street average price target for Global Payments is at $94.35 per share, suggesting a 40.8% upside from current levels.
Key ConcernsThere are a few factors that investors should keep an eye on.
Intensifying competition in the payments industry presents a challenge. Emerging fintech companies with strong growth potential are rapidly gaining market share, increasing the need for innovation and differentiation.
Adjusted operating costs jumped 35% in the first quarter. Meanwhile, Adjusted EBITDA margin fell to 44.1% from 47.9% a year ago.
Its long-term debt amounted to $21 billion at first-quarter 2026 end compared with $19.5 billion at 2025-end. Its long-term debt-to-capital of 46.4% is higher than the industry average of 38.5%.
However, GPN’s strategic approach — focusing on partnerships, technology investments, and portfolio expansion — positions it for long-term success despite these headwinds.
Better-Ranked PlayersSome better-ranked stocks in the broader Business Services space are Klarna Group plc (KLAR - Free Report) , Paymentus Holdings, Inc. (PAY - Free Report) and Remitly Global, Inc. (RELY - Free Report) , each having a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for Klarna’s current-year bottom-line indicates 84.8% year-over-year improvement. It has witnessed two upward estimate revisions over the past month, against no movement in the opposite direction. The consensus estimate for current-year revenues is pegged at $4.47 billion, implying 27.3% year-over-year growth.
The Zacks Consensus Estimate for Paymentus’ current-year earnings indicates a 19.7% year-over-year jump. It beat earnings estimates in each of the past four quarters, with an average surprise of 12%. PAY’s consensus estimate for current-year revenues implies 18.7% year-over-year growth.
The Zacks Consensus Estimate for Remitly Global’s current-year earnings indicates a 109.4% year-over-year surge. RELY beat earnings estimates in each of the trailing four quarters, with the average surprise being 347.2%. The consensus estimate for current-year revenues implies a 20% year-over-year increase.
Investors in Global Payments Inc. (GPN - Free Report) need to pay close attention to the stock based on moves in the options market lately. That is because the Jun 18, 2026 $35 Call had some of the highest implied volatility of all equity options today.
What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy.
What do the Analysts Think?Clearly, options traders are pricing in a big move for Global Payments shares, but what is the fundamental picture for the company? Currently, Global Payments is a Zacks Rank #3 (Hold) in the Financial Transaction Services industry that ranks in the Top 25% of our Zacks Industry Rank. Over the last 30 days, two analysts have increased their earnings estimates for the current quarter, while six analysts have revised their estimates downward. The net effect has taken our Zacks Consensus Estimate for the current quarter from $3.53 per share to $3.51 in that period.
Given the way analysts feel about Global Payments right now, this huge implied volatility could mean there’s a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected.
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ATLANTA--(BUSINESS WIRE)-- #globalpayments--Global Payments Inc. (NYSE: GPN) announced today that Cameron Bready, chief executive officer, will present live at the Mizuho Technology Conference.
Global Payments Inc. (NYSE: GPN), a leading payment technology and software company that powers commerce for businesses of all sizes worldwide, announced today that Cameron Bready, chief executive officer, will present live at the Mizuho Technology Conference on Wednesday, June 10 at 1:05 p.m. EDT in New York, NY.
Interested parties can listen to a live webcast of the fireside chat from the investor relations section of the company’s website at investors.globalpayments.com. A replay of the webcast will also be available after the event.
About Global Payments
Global Payments (NYSE: GPN) is a leading payment technology and software company that powers commerce for businesses of all sizes worldwide. We help businesses grow with confidence by delivering innovative solutions that enable seamless payment acceptance, smarter operations and exceptional client experiences – online, in store and everywhere in between. With its global reach, local expertise and scale, Global Payments manages trillions in payments volume and billions of transactions across more than 175 countries. Headquartered in Atlanta, Georgia, Global Payments is a Fortune 500® company and a member of the S&P 500. Learn more at company.globalpayments.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260603994150/en/
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Stock to Watch: Global Payments (GPN - Free Report) Global Payments, headquartered in Atlanta, GA was spun off from National Data Corporation in 2001. Since its spin-off, the company has taken the acquisition and joint venture route to expand both in existing and international markets.
GPN is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
It also boasts a Value Style Score of A thanks to attractive valuation metrics like a forward P/E ratio of 4.88; value investors should take notice.
10 analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.26 to $13.89 per share. GPN also boasts an average earnings surprise of +2.1%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, GPN should be on investors' short list.
On June 11, 2026, Global Payments Inc GPN shares rose 4.8% to a price of $65.44. This increase comes in the context of a challenging performance over the past weeks and months, with the stock down 3.5% over the past week and 4.8% over the past month. Over the last year, GPN has seen a decline of 16.8%, with a 52-week high of $90.64 and a low of $61.16.
GF Value™ verdict: Current price of $65.44 is 47.3% below the GF Value™ of $124.27.GF Score™: 78/100, indicating above-average performance.Notable signal: No insider transactions in the last three months. Is GPN Overvalued or Undervalued? Global Payments Inc GPN is currently trading at $65.44, which is significantly below the GF Value™ estimate of $124.27. This represents a margin of safety of 47.3%, suggesting that the stock is undervalued based on intrinsic value calculations. The GF Valuation label suggests that GPN may be a possible value trap, urging caution for prospective investors. While the undervaluation indicates a potential opportunity, it is essential to consider the associated risks, particularly in light of the company's relatively low financial strength score of 4/10 and a concerning Altman Z-Score of 0.51, which indicates increased bankruptcy risk.
GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. This methodology allows for a comprehensive understanding of how GPN's current price compares to its calculated fair value.
How Does GPN's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 4.7x 34.3x The current P/E ratio of 4.7x is significantly below the 5-year median P/E of 34.3x, suggesting that GPN is trading at a much lower valuation compared to its historical averages. This analysis aligns with the GF Value™ verdict, indicating that the stock is undervalued relative to its historical performance. The substantial difference in P/E ratios highlights potential mispricing in the market, but investors should remain cautious of underlying financial challenges.
What Does GPN's GF Score™ Tell Us? Metric Rating GF Score™ 78/100 Financial Strength 4/10 Profitability 8/10 Growth 10/10 Valuation 2/10 Momentum 4/10 The GF Score™ of 78/100 indicates that GPN is performing above average compared to its peers. The strongest area is its Growth rank at 10/10, reflecting robust growth potential. However, the Financial Strength rank at 4/10 and Valuation rank at 2/10 are concerning, suggesting that while the company has strong growth prospects, it may face challenges in terms of financial stability and current pricing metrics. This mix of strong growth and weak valuation raises questions about the sustainability of its current price level.
What Are Insiders Doing with GPN Stock? In the last three months, there have been no insider transactions involving Global Payments Inc GPN . This lack of activity can indicate uncertainty among insiders regarding the stock’s future performance or strategic direction. Typically, increased insider buying may signal confidence in the company’s prospects, while selling could indicate underlying issues. The absence of transactions suggests a wait-and-see approach from insiders, which could be interpreted with caution by investors.
What This Means for Investors Based on the GF Value™ assessment, Global Payments Inc GPN is currently undervalued at a price of $65.44 compared to its GF Value™ of $124.27. However, potential investors should be aware of the risks indicated by the company's weak financial strength and the possibility of a value trap. A thorough analysis of financial health and market conditions is recommended before making any investment decisions.
For the complete analysis, visit the Global Payments Inc GPN stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is GPN's GF Score™?
GPN's GF Score™ is 78/100, indicating above-average performance relative to its peers, suggesting favorable prospects for long-term returns.
Is GPN overvalued or undervalued?
GPN is considered undervalued with a current price of $65.44, which is 47.3% below the GF Value™ of $124.27.
What is GPN's P/E ratio?
The current P/E ratio for GPN is 4.7x, which is significantly lower than its 5-year median P/E of 34.3x, indicating that the stock is trading well below its historical valuation.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
