Global Payments Inc. (GPN)

Global Payments reported its third-quarter 2025 results on November 4, 2025, with adjusted EPS of $3.26 and adjusted net revenue of $2.43 billion. On August 6, 2025, the company reported its second-quarter 2025 results, with adjusted EPS of $3.10 and adjusted net revenue of $2.36 billion. The acquisition of Worldpay and divestiture of its Issuer Solutions business was completed on January 12, 2026. GPN shares saw a slight rise of 0.2% in the past six months, while from January 10, 2025, to January 9, 2026, the share price experienced a decline of 24.78%.

The demand for payment processing services exhibits seasonality, increasing during peak seasons such as holidays and summer months for travel and hospitality. Payment processors need to offer scalable systems to handle surges in transaction volume. The payment industry is influenced by trends such as personalization, digital wallets, BNPL options, and real-time payments.

Global Payments Inc. is a multinational financial technology company specializing in payment technology and services. The company delivers software and services to merchants, issuers, and consumers, focusing on merchant solutions after acquiring Worldpay and divesting its Issuer Solutions business. Its offerings include payment technology and software solutions for various payment types, enterprise software solutions, and previously, card portfolio management services and prepaid debit cards.

Global Payments operates in over 175 countries across North America, Europe, Asia-Pacific, and Latin America, serving more than 6 million merchant locations. The company is headquartered in Atlanta, Georgia, USA, with key offices in cities such as Leicester, Prague, Las Vegas, Montréal, Toronto, Shanghai, and Hong Kong.

Global Payments is recognized as a leading payment technology provider committed to innovation. The company launched its Genius platform and partnered with Uber Eats. However, some reviews indicate issues with pricing transparency and rate increases for merchants. Analysts generally hold a "Hold" rating for the stock, with some "Buy" and "Strong Buy" ratings.

Global Payments Inc. is primarily owned by institutional shareholders, who hold approximately 92.08% of the company's stock. Insiders own about 2.00%, and retail investors hold 5.91%. Major institutional owners include Vanguard Group Inc and BlackRock, Inc. As of December 31, 2025, GTCR became a significant shareholder, holding approximately 15.45% of Global Payments' common stock.