Key Stats for GPN Stock
- Price Change for GPN stock: +16.47%
- GPN Share Price as of Feb. 18: $81
- 52-Week High: $107
- GPN Stock Price Target: $101
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What Happened?
Global Payments (GPN) stock surged about 16% on February 18 after the company delivered better‑than‑expected fourth‑quarter 2025 results and issued a strong 2026 profit outlook.
The company reported Q4 adjusted earnings per share of $3.18, edging past analyst estimates of $3.16 and rising 12% year over year. Adjusted net revenue for the quarter reached about $2.32 billion, up roughly 6% versus a year earlier on a constant‑currency basis excluding dispositions.
Management also guided for 2026 adjusted EPS between $13.80 and $14.00, ahead of Wall Street expectations and implying high‑single‑digit to low‑double‑digit growth from 2025 levels.
Alongside earnings, Global Payments unveiled a new $2.5 billion share repurchase authorization and entered into a $550 million accelerated share repurchase, reinforcing its confidence in the company’s valuation.
The stock’s rally followed several months of underperformance, as GPN shares had previously drifted near the low end of their 52‑week range before the earnings release.
The company also reiterated plans to return around $7.5 billion to shareholders through the end of 2027 via buybacks and dividends, which supports per‑share earnings growth even if end‑market conditions soften.
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What the Market Is Telling Us About GPN Stock
The sharp move higher suggests investors are rewarding Global Payments for pairing solid current execution with clearer medium‑term guidance after a period of strategic reshuffling.
Fourth‑quarter results showed adjusted operating margins in the mid‑40s, expanding by roughly 80–100 basis points year over year as the company realized cost synergies and leaned further into software‑led merchant solutions.
Full‑year 2025 adjusted net revenue grew about 6% on a constant‑currency basis to roughly $9.3 billion, while adjusted EPS increased by low double digits, underscoring that GPN is finding ways to grow despite mixed macro data.
Free cash flow remained robust at close to $3 billion for 2025, with conversion above 100%, giving management ample capacity to fund buybacks, invest in growth, and maintain its investment‑grade balance sheet.
Analyst estimates compiled in platforms like TIKR show a consensus 12‑month price target near $101, which implies moderate upside from the recent $81 close if the company delivers on its 2026 margin and growth goals.
Street models also point to steady mid‑single‑digit revenue growth and continued margin expansion through 2027, helped by operating leverage, cost synergies, and ongoing mix shift toward software‑enabled merchant solutions.
At the same time, the sizable buyback program and regular dividend provide a meaningful shareholder yield that could support total returns even if the valuation multiple does not expand.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
