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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.

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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.

2 hours ago

Lennar (NYSE:LEN) Updates Q3 2026 Earnings GuidanceLennar (NYSE:LEN) updated its third quarter 2026 earnings guidance. The company provided EPS guidance of 1.200-1.400 for the period, compared to the consensus estimate of 1.710.

NYSE:LEN

Read Lennar (NYSE:LEN) Updates Q3 2026 Earnings Guidance

3 hours ago

MSA Safety Incorporporated (NYSE:MSA) CFO Acquires $71,093.12 in StockMarketBeat

MSA Safety Incorporporated (NYSE:MSA - Get Free Report) CFO Julie Beck bought 448 shares of the stock in a transaction dated Thursday, June 11th. The stock was acquired at an average price of $158.69 per share, with a total value of $71,093.12. Following the completion of the purchase, the chief financial officer owned 3,825 shares of the company's stock, valued at $606,989.25. This represents a 13.27% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through this link.

NYSE:MSA

Read MSA Safety Incorporporated (NYSE:MSA) CFO Acquires $71,093.12 in Stock

3 hours ago

Insider Selling: NBT Bancorp (NASDAQ:NBTB) Director Sells 2,100 Shares of StockMarketBeat

NBT Bancorp Inc. (NASDAQ:NBTB - Get Free Report) Director Heidi Hoeller sold 2,100 shares of the business's stock in a transaction that occurred on Friday, June 12th. The shares were sold at an average price of $48.03, for a total transaction of $100,863.00. Following the transaction, the director owned 11,560 shares of the company's stock, valued at approximately $555,226.80. This represents a 15.37% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink.

NASDAQ:NBTB

Read Insider Selling: NBT Bancorp (NASDAQ:NBTB) Director Sells 2,100 Shares of Stock

3 hours ago

Douglas Milne Sells 1,600 Shares of IGM Financial (TSE:IGM) StockMarketBeat

IGM Financial Inc. (TSE:IGM - Get Free Report) Director Douglas Milne sold 1,600 shares of the business's stock in a transaction that occurred on Tuesday, June 9th. The stock was sold at an average price of C$80.61, for a total value of C$128,976.00. Following the sale, the director directly owned 800 shares in the company, valued at C$64,488. The trade was a 66.67% decrease in their ownership of the stock.

TSE:IGM

Read Douglas Milne Sells 1,600 Shares of IGM Financial (TSE:IGM) Stock

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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.

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.

More News From Global Payments Inc.

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

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.

More News From Global Payments Inc.

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.

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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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Published in business-services finance

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/

Global Payments Inc. (GPN) Presents at Mizuho Technology Conference 2026 Transcript