Global Payments (GPN)
Processes merchant payments across enterprise, software-platform, and small-business channels.
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Processes in-store and online payments for enterprises, software platforms, and small businesses, earning fees tied mainly to transaction value or count. Worldpay expanded its global merchant reach, while the sale of Issuer Solutions concentrated the business on commerce and left integration, transaction volumes, card-network access, and bank relationships as core dependencies.
Processes in-store and online payments for merchants ranging from small businesses to multinational enterprises, with Worldpay now part of a merchant-focused commerce platform. Enterprise handles complex card-present and card-not-present acceptance; Platforms supplies embedded payments and payment facilitation through software vendors, marketplaces, and technology partners; SMB combines acceptance with point-of-sale and business-management software.
Earns mainly from fees tied to transaction value or transaction count, using a global processing network and partner distribution to spread technology and operating costs across payment volume. The simultaneous Worldpay acquisition and Issuer Solutions sale left Enterprise, Platforms, and SMB as the reportable segments and made integration a central execution task. Revenue depends on processed transaction volume, continued card-network registration or membership, and bank sponsorship or clearing relationships in some markets.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 10, 2026 | Piper Sandler | Initiate | Rating: —Target: — | Target: $101 |
| Aug 31, 2026 | RBC Capital | Reiterate | Rating: —Target: $102 | Target: $106 |
| Aug 25, 2026 | Truist Financial | Target | Target: $79 | Target: $95 |
| Aug 25, 2026 | Wolfe Research | Reiterate | Rating: —Target: $110 | Target: $125 |
| Aug 19, 2026 | RBC Capital | Reiterate | Rating: —Target: $96 | Target: $102 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $5.41B · Total debt $22.42B · Total assets $63.57B · Shareholders' equity $23.11B
- Revenue
- $3.32B
- Operating income
- $337.1M
- Net income
- −$8.7M
HistoryDividendAnnual yield
| Institutions | ≈ 109.09% | 288.68M shares | |
|---|---|---|---|
| 845 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.65% | 1.71M shares | |
| 23 holders · as of Aug 11, 2026 | |||
| Strategic holders | 16.35% | 43.27M shares | |
| 1 holder · as of Jan 12, 2026 | |||
| Adds to | 126.09% | ||
264.62M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 126.09%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
GTCR LLCInstitution | 16.35% | 43.27M | as of Jun 30, 2026 |
GTCR W Aggregator LP1,2Strategic10 percent owner | 16.35% | 43.27M | filed Jan 12, 2026 |
BlackRock, Inc.Institution | 7.17% | 18.97M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 5.56% | 14.71M | as of Jun 30, 2026 |
Harris Associates L PInstitution | 4.88% | 12.91M | as of Jun 30, 2026 |
- GTCR W Aggregator LP's transaction reports restate only vehicles that traded; the 2026 ownership statement (43.27M) is used instead.
- GTCR W Aggregator LP reports a block also reported by GTCR LLC; it is counted once, under GTCR LLC.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Feb 20, 2026 | Joia M. Johnson | director | +1,213 | $81.90 |
| Dec 10, 2025 | Robert H. B. Jr Baldwin | director | +3,000 | $80.25 |
| Dec 11, 2025 | Robert H. B. Jr Baldwin | director | +10,392 | $81.42 |
| Dec 11, 2025 | David M. Sheffield | officer: EVP, Chief Accounting Officer | −2,016 | $81.41 |
| Dec 3, 2025 | David Lawrence Green | officer: Chief Administrative Officer | −11,600 | $79.99 |
- Fiserv
Broad merchant acquiring and Clover / Carat commerce overlap
- JPMorgan Chase
High-volume bank acquirer with enterprise commerce overlap
- PayPal
Digital checkout and Braintree overlap in merchant processing
- Block
Square seller tools overlap with SMB POS and payments
- Shopify
Shopify Payments and Shop Pay compete inside merchant commerce
- Toast
Restaurant POS and payments overlap with vertical commerce
- Shift4 Payments
Integrated hospitality and venue payments overlap
CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Global Payments | $84.78 | −0.01% | $21.17B | — | 5.8 | 2.1 | +61.5% |
| Fiserv | $46.20 | +0.22% | $24.78B | 8.9 | 6.3 | 1.2 | −10.0% |
| JPMorgan Chase | $340.30 | +0.07% | $943.29B | 15.2 | 14.1 | 3.2 | +27.8% |
| PayPal | $52.91 | +0.06% | $45.01B | 9.9 | 9.5 | 1.3 | +4.8% |
| Block | $77.41 | −0.14% | $46.37B | 139.1 | 16.9 | 1.9 | +9.3% |
| Shopify | $147.40 | −0.23% | $178.97B | 92.6 | 71.0 | 13.5 | +32.0% |
| Toast | $29.63 | −0.04% | $17.28B | 38.2 | 19.3 | 2.5 | +23.1% |
| Shift4 Payments | $39.07 | −0.03% | $3.59B | 67.4 | 5.8 | 0.7 | −35.4% |
| Median | 38.2 | 14.1 | 1.9 | +9.3% |