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Corpay

CPAY · NYSE · Services-Business Services, NEC
Insider buys (12 months)
$2.5M
Insider sales (12 months)
$148.2M
8-K reports (12 months)
12
Tracked investors holding
3

At a glance

Corpay reported 2025 revenue of $4.53B, up 13.9% from $3.97B in 2024. Over 4 years since 2021 ($2.83B), that is growth of about 12.4% a year. Operating margin was 44%, up from 43.8% in 2021. 2025 was the highest revenue year in this period.

In the last 12 months 7 insiders reported 1 open-market purchase ($2.5M) and 13 sales ($148.2M). None of the sales were flagged as 10b5-1 plan trades. The largest was a sale of $88.5M by CEO & Chairman of BOD Ronald Clarke on Aug 25, 2026. Net, insiders were sellers of $145.7M.

Corpay filed 12 current reports (Form 8-K) in the last 12 months, most often for results of operations (4), officer or director change (2), material agreement (2) and regulation fd disclosure (2). The latest officer or director change was reported on Jul 24, 2026. It reported a material agreement or a completed acquisition or disposal 3 times.

3 of the 20 investors tracked here held Corpay at the last quarter end, worth $721.9M combined. It is the largest weight for Tiger Global Management (3% of its portfolio), followed by Bridgewater Associates (0%). New this quarter: Bridgewater Associates. Added: Tiger Global Management and National Pension Service (Korea).

Annual results

2021
Revenue $2.83B
Op. $1.24B
2022
Revenue $3.43B
Op. $1.45B
2023
Revenue $3.76B
Op. $1.66B
2024
Revenue $3.97B
Op. $1.79B
2025
Revenue $4.53B
Op. $1.99B
RevenueOperating income (or net income)SEC XBRL annual filings, fiscal years mapped to calendar years
Year20212022202320242025
Net income$839M$954M$982M$1B$1.07B
Diluted EPS$9.99$12.42$13.20$13.97$15.03

Fiscal year ends Dec 31 · incorporated in DE

Tracked investors holding (13F)

Tiger Global ManagementAdded$716.5M · 3.0% · held 8 quarters
National Pension Service (Korea)Added$2.9M · 0.0% · held 7 quarters
Bridgewater AssociatesNew$2.6M · 0.0% · held 7 quarters

Weight is the share of each investor's portfolio, as of the quarter end.

Current reports (8-K, last 12 months)

Insider open-market trades (last 12 months)

Source: SEC EDGAR. How figures are combined