Global Payments (GPN)
NYSEFinancialsSpecialty Business ServicesSnapshot 2026-07-07
$77.58+0.22%
Close 2026-07-07 · 1-day change
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Track GPN free→Global Payments grows revenue about 5% a year. Profit margin expands by 1.5 points in 2026. The company repurchases $500 million in shares. Earnings per share are expected near $13.9 in 2026.
Competition from new real-time payment services may slow revenue growth. Risks from the Worldpay acquisition could hurt profits. Earnings growth may stall below expectations.
The stock price is about 13% above our valuation level and 15% below the Street median. Analysts expect roughly 30% revenue growth next year. Our view is cautious on sustaining this growth given competitive and integration risks.
Breaks if: Share repurchases fall significantly short of $500 million in FY26
Global Payments plans to repurchase $500 million in shares as part of its capital allocation strategy.
Stated in 2 of last 2 quarters. Approximately 5,744,650 shares to be repurchased under the $500 million ASR plan announced in 2026-Q1. The company is executing on its capital allocation strategy, with substantive delivery this quarter.
Breaks if: Operating margin expansion is less than 1.5 points in FY26
Global Payments aims to expand its adjusted operating margin by 150 basis points for the full year 2026.
Stated in 4 of last 4 quarters. Adjusted operating margin expanded 110 basis points to 39.9% in 2026-Q1, showing progress towards the 150 basis points target for 2026. The trajectory indicates delivering on this priority.
Breaks if: YoY revenue growth falls below 5% in FY26
Global Payments targets a 5% growth in constant currency adjusted net revenue for the full year 2026.
Stated in 4 of last 4 quarters. Adjusted net revenue increased approximately 5.5% in 2026-Q1, aligning with the 5% growth target for 2026. The trajectory is delivering on this growth priority.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“The company is entering into a $500 million accelerated share repurchase plan.”
“Repurchase $500 million in shares.”
“We continue to expect normalized adjusted operating margin expansion of approximately 150 basis points for the full year 2026.”
“Adjusted operating margin expansion of approximately 150 basis points.”
“Annual adjusted operating margin expansion to be slightly more than 50 basis points.”
“Annual adjusted operating margin is expected to expand 50 basis points.”
“We continue to expect normalized constant currency adjusted net revenue growth of approximately 5% for the full year 2026.”
“Constant currency adjusted net revenue growth of approximately 5%.”
“Constant currency adjusted net revenue growth in the range of 5% to 6%.”
“Constant currency adjusted net revenue growth to be in a range of 5% to 6%.”