Global Payments
Processes merchant payments across enterprise, software-platform, and small-business channels.
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Profile
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
Categories
Key statistics
Year to date +21.5% · Average volume (30d) 3.0M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 25, 2026 | Truist Financial | Target | $79 | $95 | ||
| Aug 25, 2026 | Wolfe Research | Reiterate | Outperform | $110 | $125 | |
| Aug 19, 2026 | RBC Capital | Reiterate | Sector Perform | $96 | $102 | |
| Aug 6, 2026 | Morgan Stanley | Reiterate | Overweight | $100 | $103 | |
| Aug 6, 2026 | Robert W. Baird | Target | $150 | $120 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q2 FY26 | $3.44 | $3.46 | +0.6% | $3.16B | $3.16B | −0.1% | −0.87% |
| May 6, 2026Q1 FY26 | $2.82 | $2.96 | +5.0% | $2.81B | $2.86B | +1.5% | +0.75% |
| Feb 18, 2026Q4 FY25 | $3.16 | $3.18 | +0.6% | $2.31B | $2.32B | +0.6% | −1.24% |
| Nov 4, 2025Q3 FY25 | $3.23 | $3.26 | +0.9% | $2.41B | $2.01B | −16.7% | −0.95% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $2.41B | $1.96B | $2.01B | $1.90B | $2.97B | $3.32B | |
| Gross profit | $1.49B | $1.46B | $1.45B | $1.34B | $1.70B | $2.03B | |
| Operating income | $495.3M | $560.6M | $639.2M | $247.5M | −$15.6M | $337.1M | |
| Net income | $305.7M | $241.6M | $635.2M | $217.5M | −$1.80B | −$8.7M | |
| Diluted EPS | $1.24 | $0.99 | $2.64 | $0.91 | −$7.49 | $0.05 | |
| Gross margin | 61.8% | 74.5% | 72.3% | 70.6% | 57.1% | 61.0% | |
| Operating margin | 20.5% | 28.7% | 31.8% | 13.0% | -0.5% | 10.2% |
Fiscal years (4-quarter sums)FY21 $8.52B · FY22 $8.98B · FY23 $9.65B · FY24 $8.90B · FY25 $8.27B
Revenue by product · Q1 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $5.41B · Total debt $22.42B · Total assets $63.57B · Shareholders' equity $23.11B
Dividends
Raised for 23 straight years. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 12, 2026 | Jun 12 | Jun 26 | $0.25 | |
| Mar 9, 2026 | Mar 9 | Mar 30 | $0.25 | |
| Dec 12, 2025 | Dec 12 | Dec 26 | $0.25 | |
| Sep 12, 2025 | Sep 12 | Sep 26 | $0.25 | |
| Jun 13, 2025 | Jun 13 | Jun 27 | $0.25 | |
| Mar 14, 2025 | Mar 14 | Mar 28 | $0.25 | |
| Dec 13, 2024 | Dec 13 | Dec 27 | $0.25 | |
| Sep 13, 2024 | Sep 13 | Sep 27 | $0.25 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 248.25M · Float 227.66M · 91.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| GTCR LLC | 43.27M | 17.43% | 13F | Aug 13, 2026 |
| BlackRock, Inc. | 18.97M | 7.64% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 14.71M | 5.93% | 13F | Aug 13, 2026 |
| Harris Associates L P | 12.91M | 5.20% | 13F | Aug 14, 2026 |
| Ameriprise Financial Inc | 12.18M | 4.91% | 13F | Aug 14, 2026 |
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 |
Peers
- 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 close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Global Payments | $91.82 | +0.02% | $22.79B | — | 6.2 | 2.2 | +61.5% |
| Fiserv | $53.30 | +0.24% | $28.36B | 10.2 | 7.2 | 1.4 | −10.0% |
| JPMorgan Chase | $357.66 | +0.05% | $958.25B | 15.4 | 14.8 | 3.2 | +27.8% |
| PayPal | $53.74 | +0.15% | $45.90B | 10.1 | 9.7 | 1.3 | +4.8% |
| Block | $83.54 | −0.05% | $49.74B | 149.2 | 18.3 | 2.0 | +9.3% |
| Shopify | $152.40 | −0.33% | $198.41B | 102.6 | 72.8 | 15.0 | +32.0% |
| Toast | $35.48 | +0.97% | $20.39B | 45.1 | 22.8 | 3.0 | +23.1% |
| Shift4 Payments | $44.50 | +1.23% | $4.00B | 75.2 | 6.6 | 0.8 | −35.4% |
| Median | 45.1 | 14.8 | 2.0 | +9.3% |