GPN Earnings
Tuesday, May 05 2026
EPS Estimate
$2.96
$2.80 – $3.14
Revenue Estimate
$2.9B
Current Price
$72.37
Our Position
bullish · highPost-M&A GPN delivers, analysts race higher on margin trajectory
structured data
est. revisions falling
(-3.2pp / 30d)
GPN has shifted from a distraction-laden M&A story to a disciplined cash-generating machine with 90%+ free cash flow conversion and visible margin accretion. The combination of completed integration, accelerating guidance, and aggressive capital returns — $2.5B buyback approved with $550M accelerated — suggests the market is repricing the company from a discount to intrinsic value. Multiple analyst lifts in one earnings cycle underscore confidence that the worst is behind it.
Watch: Watch 2026 organic revenue growth to validate the 5% guidance, especially in the legacy Global Payments segment. Execution on the 150 basis point margin expansion roadmap will determine whether this is a durable re-rating or a one-time pop.
Data Signal Summary
2 bullish
2 bearish
Estimates down -4%
Insider buying cluster
Put/call 0.2 (bullish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
P/E Ratio
15.5
Est. Revisions (30d)
-3.7% 0up/14dn
Analyst Target (mean)
$98 $60–$194 +36%
Options P/C Ratio
0.23
Est. Dispersion
14% 27 analysts
Insider Cluster
strong buy
Fund Convergence
strong Citadel, Soros, Bridgewater, D.E. Shaw
Recent Activity
insider trades
71 transactions
Award
·
BREADY CAMERON M. (Chief Executive Officer)
·122,815 shares
·$9,390,435
Award
·
WHIPPLE JOSHUA J (Chief Financial Officer)
·39,557 shares
·$3,024,528
Award
·
CORTOPASSI ROBERT M (President)
·41,970 shares
·$3,209,026
Award
·
STEELE-BELKIN DARA L. (Officer)
·20,682 shares
·$1,581,346
Award
·
VIVIANI STELLA NICHOLE (Officer)
·19,619 shares
·$1,500,069
66 more
Award
·
SHEFFIELD DAVID M
·1,188 shr
·$90,834
Award
·
BREADY CAMERON M.
·72,476 shr
·$5,977,096
Award
·
WHIPPLE JOSHUA J
·24,014 shr
·$1,980,435
Award
·
CORTOPASSI ROBERT M
·8,288 shr
·$683,511
Buy
·
JOHNSON JOIA M
·1,213 shr
·$99,345
Award
·
SHEFFIELD DAVID M
·1,914 shr
·$157,848
Award
·
SANKARAN VIVEKANAN
·239 shr
·$19,180
Buy
·
BALDWIN ROBERT H B JR
·13,392 shr
·$1,086,867
Other
·
BALDWIN ROBERT H B JR
·13,392 shr
Sell
·
SHEFFIELD DAVID M
·2,016 shr
·$164,123
Sell
·
GREEN DAVID LAWRENCE
·11,600 shr
·$927,884
Sell
·
MCDANIEL CONNIE D
·4,464 shr
·$347,344
Exercise
·
MCDANIEL CONNIE D
·5,281 shr
·$347,226
Buy
·
WATSON PATRICIA A
·1,331 shr
·$99,905
Award
·
DESKUS ARCHANA
·1,320 shr
·$114,985
Award
·
WATSON PATRICIA A
·1,320 shr
·$114,985
Sell
·
CORTOPASSI ROBERT M
·4,000 shr
·$342,080
Sell
·
SHEFFIELD DAVID M
·2,500 shr
·$207,575
Sell
·
STEELE-BELKIN DARA L.
·2,000 shr
·$172,000
Exercise
·
BREADY CAMERON M.
·3,780 shr
·$211,378
Award
·
LOY RYAN J
·29,849 shr
·$2,375,085
Sell
·
SHEFFIELD DAVID M
·2,500 shr
·$201,975
Award
·
OSNOSS JOSEPH
·3,173 shr
Award
·
ARROYO F. THADDEUS
·3,173 shr
Award
·
KLIPHOUSE KIRSTEN MARIE
·3,173 shr
Award
·
BRUNO JOHN G.
·3,173 shr
Award
·
WOODS MARION TROY
·3,932 shr
Award
·
BALDWIN ROBERT H B JR
·3,173 shr
Award
·
PLUMMER WILLIAM B
·3,173 shr
Award
·
MCDANIEL CONNIE D
·3,173 shr
Award
·
JOHNSON JOIA M
·3,173 shr
Exercise
·
MCDANIEL CONNIE D
·6,113 shr
·$309,257
Exercise
·
TURNER JOHN THOMPSON
·6,113 shr
·$309,257
Award
·
BREADY CAMERON M.
·47,218 shr
·$4,971,111
Award
·
GREEN DAVID LAWRENCE
·13,409 shr
·$1,411,700
Award
·
WHIPPLE JOSHUA J
·16,787 shr
·$1,767,335
Award
·
CARTER ANDREA M
·8,157 shr
·$858,769
Award
·
CORTOPASSI ROBERT M
·17,414 shr
·$1,833,346
Award
·
SHEFFIELD DAVID M
·2,370 shr
·$249,514
Award
·
BREADY CAMERON M.
·14,197 shr
·$1,464,846
Award
·
GREEN DAVID LAWRENCE
·7,267 shr
·$749,809
Award
·
WHIPPLE JOSHUA J
·6,753 shr
·$696,775
Award
·
CARTER ANDREA M
·4,676 shr
·$482,470
Award
·
CORTOPASSI ROBERT M
·6,753 shr
·$696,775
Award
·
SHEFFIELD DAVID M
·1,505 shr
·$155,286
Buy
·
BALDWIN ROBERT H B JR
·5,800 shr
·$672,800
Other
·
BALDWIN ROBERT H B JR
·5,800 shr
Sell
·
CARTER ANDREA M
·2,366 shr
·$250,015
Sell
·
GREEN DAVID LAWRENCE
·31,291 shr
·$3,271,474
Exercise
·
GREEN DAVID LAWRENCE
·11,868 shr
·$663,659
Award
·
CORTOPASSI ROBERT M
·5,646 shr
·$587,523
Sell
·
SHEFFIELD DAVID M
·1,651 shr
·$166,305
Sell
·
JOHNSTON SHANNON A
·1,727 shr
·$169,816
Sell
·
CARTER ANDREA M
·3,300 shr
·$367,422
Award
·
OSNOSS JOSEPH
·1,846 shr
Award
·
ARROYO F. THADDEUS
·1,846 shr
Award
·
KLIPHOUSE KIRSTEN MARIE
·1,846 shr
Award
·
TURNER JOHN THOMPSON
·1,846 shr
Exercise
·
TURNER JOHN THOMPSON
·5,712 shr
·$224,025
Award
·
BRUNO JOHN G.
·1,846 shr
Award
·
WOODS MARION TROY
·2,288 shr
Award
·
BALDWIN ROBERT H B JR
·1,846 shr
Award
·
PLUMMER WILLIAM B
·1,846 shr
Award
·
MARSHALL RUTH ANN
·1,846 shr
Award
·
MCDANIEL CONNIE D
·1,846 shr
Award
·
JOHNSON JOIA M
·1,846 shr
Explore more
