Key Takeaways GPN renewed its partnership with Banamex to support nearly 900M annual transactions in Mexico. The alliance targets SMEs and large firms with integrated digital and traditional payment tools. GPN aims to expand its Mexico presence and grow revenues via increased usage of its payment solutions.Global Payments Inc. (GPN) recently expanded its collaboration with Banco Nacional de México, S.A., a member of the Banamex Financial Group and one of Mexico’s most established banks. Through its EVO Pa ...

智通财经7月17日电，Truist证券将全球支付公司（Global Payments Inc.）目标价从79美元上调至83美 元。 ...

Global Payments Inc (NYSE:GPN) stock is charging higher today, up 4.3% to trade at $80.92 at last look, after reports surfaced that activist investor Elliott Management has built a "sizeable" stake in the payment technology name. Today's advancement is pushing the shares to their best day since late-April, though they're still down 27.9% year-to-date.  There is plenty of room for bull notes, should the bearish analyst sentiment surrounding Global Payments stock begin to unwind. Of the 32 analysts in coverag ...

Activist investor Elliott has amassed a sizable position in payments services company Global Payments https://t.co/2r0K05TwZp ...

Group 1 - Elliott Management has acquired a significant position in Global Payments, leading to an increase in the company's stock price during extended trading sessions [1][3] - Global Payments is working to regain investor confidence after its $24.2 billion acquisition of Worldpay, which caused its shares to hit a decade-low [2] - Elliott Management, managing $72.7 billion in assets, is known for taking high-profile activist positions in various companies, including BP and Hewlett Packard Enterprise [3] Group 2 - Following the news of Elliott's stake, Global Payments shares rose by 5.66%, reaching $82 in extended trading [3]

Key Takeaways Global Payments launched OroPay with Oro to streamline B2B payments on the OroCommerce platform. OroPay integrates invoicing, ERP and payments while lowering interchange fees via Level 2 and 3 data. GPN aims to grow in B2B by embedding payments into platforms for manufacturing, distribution and wholesale.Global Payments Inc. (GPN) has expanded its presence in B2B commerce with the launch of OroPay, a seamless payment solution developed by Oro Inc. specifically for its OroCommerce platform. T ...

Core Insights - Oro Inc. has launched OroPay, a fully integrated payment platform designed for manufacturers and distributors using OroCommerce, aiming to streamline invoicing, payments, ERP connectivity, and commerce into a unified ecosystem [1][5] - OroPay is backed by a strategic partnership with Global Payments, making it available for OroCommerce users across North America and beyond [2] Centralizing Commerce and Finance - Many B2B businesses currently manage invoicing and payments through separate tools, leading to inefficiencies; OroPay addresses this by integrating payments directly into OroCommerce [3] - Sellers can manage invoicing, payments, and account data in one system, while buyers benefit from a self-service payment option using various digital methods [4] Features and Benefits - OroPay supports Level 2 and Level 3 credit card processing, significantly reducing fees for high-value B2B transactions, and offers advanced fraud protection and compliance features [6] - The platform is designed for flexibility and scalability, accommodating various complexities in B2B commerce, such as partial payments and multi-brand operations [7] Launch and Availability - OroPay is included by default with all OroCommerce deployments starting from version 5.1 LTS, with customers having the option to activate or opt out without penalty [7] - Onboarding is facilitated in collaboration with Global Payments, which provides dedicated implementation, training, and ongoing support [7] Company Background - Oro Inc. was founded in 2012 and is known for OroCommerce, the only open-source digital commerce platform specifically designed for B2B companies, serving global businesses in manufacturing, distribution, and wholesale [8] - Oro was recognized as a Visionary in Gartner's 2024 Magic Quadrant for Digital Commerce [8] Operational Efficiency - The unified ecosystem of OroPay aims to reduce manual reconciliation and administrative time, while also accelerating collections with always-on digital payment options [9] - OroPay offers competitive pricing with transparent transaction fees that meet or beat market standards [9]

Core Insights - GTCR, a Chicago-based private equity firm, achieved a significant exit by selling Worldpay for $24.25 billion, marking the largest private equity exit of 2025 so far [2][3] - The firm has managed to navigate a challenging market environment, completing notable transactions while many in the industry struggle to find buyers for their businesses [4][5] Group 1: Company Performance - GTCR manages $45 billion in assets, which is relatively small compared to major players like Blackstone and KKR, yet it has executed a remarkable transaction [3] - The firm sold Worldpay less than two years after acquiring a 55% stake from FIS for $18.5 billion, effectively doubling its investment [3] - GTCR is expected to return over $5 billion to investors this year, continuing a strong performance record for its flagship funds [4][5] Group 2: Historical Context and Leadership - Founded in 1980, GTCR has a long history in the private equity sector, with its founders being pioneers in the industry [5] - The current co-CEOs, Collin Roche and Dean Mihas, represent the second generation of leadership, with Roche having joined in 1996 and Mihas in 2001 [6] Group 3: Recent Transactions - Prior to the Worldpay sale, GTCR sold AssuredPartners for $13.45 billion and has also divested smaller companies like Antylia Scientific and Itel for over $1 billion each [4][5] - The Worldpay deal involved a complex asset swap with Global Payments, which acquired Worldpay while selling its card issuing solutions to FIS for $13.5 billion [7] Group 4: Future Strategy - GTCR is focusing on identifying new acquisition opportunities, having raised a new flagship fund of $11.5 billion and a strategic growth fund of $3.6 billion [8] - The firm currently has over $10 billion available for deployment, indicating a strong position to capitalize on market uncertainties [8]

Core Viewpoint - Global Payments (GPN) has experienced a decline of approximately 2.8% in share price over the past month, underperforming the S&P 500, raising questions about its future performance leading up to the next earnings release [1]. Group 1: Earnings and Estimates - Recent estimates for Global Payments have trended downward over the past month, indicating a negative outlook [2]. - The stock has a Zacks Rank of 3 (Hold), suggesting an expectation of an in-line return in the coming months [4]. Group 2: VGM Scores - Global Payments has an average Growth Score of C and a Momentum Score of F, but it received an A for Value, placing it in the top quintile for this investment strategy [3]. - The overall aggregate VGM Score for Global Payments is B, which is relevant for investors not focused on a single strategy [3]. Group 3: Industry Performance - Global Payments is part of the Zacks Financial Transaction Services industry, where Visa (V) has seen a gain of 5.2% over the past month [5]. - Visa reported revenues of $9.59 billion for the last quarter, reflecting a year-over-year increase of 9.3%, with EPS rising from $2.51 to $2.76 [5]. - Visa's expected earnings for the current quarter are $2.84 per share, indicating a year-over-year growth of 17.4%, with a slight downward revision of -0.2% in estimates over the last 30 days [6].

Core Viewpoint - Global Payments Inc. has agreed to sell its Payroll business to Acrisure for $1.1 billion, with the deal expected to close in the second half of 2025, pending regulatory approval and other customary conditions [1][2]. Group 1: Transaction Details - The after-tax proceeds from the divestiture will be used to return capital to shareholders, and Global Payments will maintain a partnership with Acrisure to offer integrated human capital management and payroll solutions [2]. - The divestiture aligns with Global Payments' strategy to streamline operations and enhance shareholder value, allowing for increased investments in core business areas [3]. Group 2: Recent Activity and Future Plans - Global Payments has been active in divestitures, including a $13.5 billion sale of its Issuer Solutions business to Fidelity National Information Services, and a net purchase of Worldpay for $22.7 billion, both expected to close in the first half of 2026 [4]. - The company previously divested AdvancedMD in 2024 and parts of its Netspend business in 2023, indicating a trend towards focusing on core operations [5]. Group 3: Shareholder Returns - Global Payments is committed to returning capital to shareholders, with a share repurchase program authorized at $2.5 billion, and has repurchased $446.3 million in shares while paying $61.1 million in dividends in Q1 2025 [6]. - The company's dividend yield stands at 1.3%, surpassing the industry average of 0.6% [6]. Group 4: Market Performance - Over the past month, Global Payments' shares have decreased by 1%, contrasting with a 3.9% growth in the industry [7].