Repay Holdings Corp. Class A (RPAY)

In November 2025, DA Davidson issued a "Buy" rating on the stock. On March 9, 2026, Repay reported its Fourth Quarter and Full Year 2025 financial results, showcasing a return to double-digit normalized revenue growth and high single-digit normalized gross profit growth. In April 2026, Repay confirmed receipt of an unsolicited, non-binding proposal from Forager Capital Management, LLC, to acquire outstanding shares for $4.80 per share in cash, and the Board of Directors is evaluating this proposal. Concurrently, Repay is in the process of acquiring KUBRA, with the closing expected in Q2 2026, which is anticipated to boost free cash flow by approximately 25% in 2028 and bring about $20 million in total synergies. On May 4, 2026, Repay announced its First Quarter 2026 financial results, reporting revenue of $80.8 million and adjusted EBITDA of $34.4 million, and raised its full-year 2026 adjusted EBITDA outlook. As of May 8, 2026, the stock price was $3.540.

The payment processing industry can experience seasonality in transaction volumes, with sales surging during specific months, holidays, or promotional periods. REPAY's acquisition of KUBRA is expected to serve "nondiscretionary categories with reoccurring billing cycles," which could contribute to more stable demand. Additionally, REPAY has observed positive trends in consumer payments during the tax refund season.

Repay Holdings Corp. (RPAY) is a payments technology company that provides integrated payment processing solutions to various industry-oriented vertical markets. The company simplifies electronic payments for businesses through its proprietary, integrated payment technology platform, offering services such as credit and debit card processing, ACH processing, instant funding, AP automation, virtual credit card processing, clearing and settlement, messaging management, and STX mortgage transfer automation. REPAY serves a diverse range of verticals, including personal loans, automotive loans, receivables management, credit unions, mortgage servicing, consumer healthcare, diversified retail, and B2B markets.

Repay Holdings Corp. is headquartered in Atlanta, Georgia, United States. The company's planned acquisition of KUBRA is expected to significantly expand its reach, interacting with over 40% of U.S. and Canadian households monthly.

REPAY has received industry recognition, including being awarded best gateway uptime by the Strawhecker Group for 2026 and achieving the highest authorization rate for the second consecutive year in 2025. The company also highlights its commitment to corporate sustainability through ESG initiatives. Sentiment on platforms like Stocktwits has shown a "Bullish" outlook for RPAY.

Repay Holdings Corp. has a diverse shareholder base, with institutional investors holding a significant portion of the company's shares. Major institutional owners included BlackRock, Inc., Sunriver Management LLC, Wellington Management Group Llp, Vanguard Group Inc., and Dimensional Fund Advisors Lp. Beckham Parent LP is identified as the largest individual shareholder, owning 10.05 million shares as of March 31, 2025. John A. Morris Sr., Co-Founder and CEO, beneficially owns 7,297,991 shares, representing 8.2% of the Class A Common Stock.