GLOBAL PAYMENTS INC
GPN · Services-Business Services, NEC · 273.5M shares · +7%/yr ↑ dilution · EDGAR filings ↗
Net buyback after stock comp: $209M (gross $418M, SBC $209M)
Reference price $81.90 · est. market cap ~$22.4B — last insider purchase, 2026-02-20 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B70gen composite 55pct→70
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC, Bridgewater Associates, LP
- AccumulatingInstitutional holders rose 11→12 QoQ (2025-12-31→2026-03-31)
- Notable holderHeld by 4 notable fund(s): STATE STREET CORP, CITADEL ADVISORS LLC, FMR LLC +1 more (as of 2026-03-31)
Congressional trades
| Date | Member | Type | Owner | Amount |
|---|---|---|---|---|
| 2025-12-10 | Cisneros, Gilbert · CA31 | sell (partial) | self | $15K+ |
STOCK Act Periodic Transaction Reports (U.S. House Clerk). Amounts are disclosed ranges, not exact figures.
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
72.6%
Operating margin
22.8%
Net margin
18.2%
Return on equity
6.1%
Return on assets
2.6%
ROIC
3.0%
Revenue growth (QoQ)
63.1%
Net-income growth
-10.8%
Debt / equity
1.0×
Net debt / EBITDA
5.1×
Current ratio
1.7×
EBITDA
$3.0B
Tangible book value
$1.6B
Cash & investments
$8.3B
Stock comp / revenue
2.0%
Leadership & compensation
| Name | Role | Latest total comp |
|---|---|---|
| Cameron M. Bready | Chief Executive Officer | — |
| David L. Green | Chief Administrative Officer | — |
| Joshua J. Whipple | Chief Financial Officer | — |
| Robert M. Cortopassi | President and COO | — |
| Ryan J. Loy | Chief Information Officer | — |
| Steele-Belkin Dara L. | Chief Legal Officer | — |
| Viviani Stella Nichole | Chief People Officer | — |
| Whyte Jennifer Bozeman | Chief Accounting Officer | — |
| Archana Deskus | Director | — |
| Connie D. McDaniel | Director | — |
| F. Thaddeus Arroyo | Director | — |
| John G. Bruno | Director | — |
| Joia M. Johnson | Director | — |
| Joseph H. Osnoss | Director | — |
| Kirsten M. Kliphouse | Director | — |
| M. Troy Woods | Director | — |
| Patricia A. Watson | Director | — |
| Robert H.B. Baldwin | Director | — |
| Sankaran Vivek | Director | — |
| TURNER JOHN THOMPSON | Director | — |
| William B. Plummer | Director | — |
Officers & directors from SEC filings (Form 4 + DEF 14A proxy); compensation is the latest reported fiscal year.
Insider transactions · last 6 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-01 | Bready Cameron M | Tax withheld | 2.3K | $75.46 |
| 2026-06-01 | Steele-Belkin Dara L. | Tax withheld | 2.3K | $75.46 |
| 2026-05-01 | Sankaran Vivek | Grant | 3.2K | — |
| 2026-05-01 | Watson Patricia A | Grant | 3.2K | — |
| 2026-05-01 | Kliphouse Kirsten Marie | Grant | 3.2K | — |
| 2026-05-01 | MCDANIEL CONNIE D | Grant | 3.2K | — |
| 2026-05-01 | Arroyo F. Thaddeus | Grant | 3.2K | — |
| 2026-05-01 | PLUMMER WILLIAM B | Grant | 3.2K | — |
| 2026-05-01 | BRUNO JOHN G | Grant | 3.2K | — |
| 2026-05-01 | Deskus Archana | Grant | 3.2K | — |
| 2026-05-01 | WOODS M TROY | Grant | 3.9K | — |
| 2026-05-01 | JOHNSON JOIA M | Grant | 3.2K | — |
| 2026-05-01 | Osnoss Joseph | Grant | 3.2K | — |
| 2026-03-15 | Whyte Jennifer Bozeman | Tax withheld | 42 | $68.67 |
| 2026-03-01 | Bready Cameron M | Tax withheld | 3.9K | $76.46 |
| 2026-03-01 | Cortopassi Robert M | Tax withheld | 745 | $76.46 |
| 2026-03-01 | Steele-Belkin Dara L. | Tax withheld | 204 | $76.46 |
| 2026-03-01 | Whipple Joshua J | Tax withheld | 1.3K | $76.46 |
| 2026-03-01 | Whyte Jennifer Bozeman | Tax withheld | 133 | $76.46 |
| 2026-02-28 | Bready Cameron M | Tax withheld | 9.8K | $76.46 |
| 2026-02-28 | SHEFFIELD DAVID M | Grant | 1.2K | $76.46 |
| 2026-02-28 | SHEFFIELD DAVID M | Tax withheld | 755 | $76.46 |
| 2026-02-28 | Steele-Belkin Dara L. | Tax withheld | 2.1K | $76.46 |
| 2026-02-28 | Cortopassi Robert M | Tax withheld | 3.6K | $76.46 |
| 2026-02-28 | Whipple Joshua J | Tax withheld | 3.7K | $76.46 |
| 2026-02-27 | Viviani Stella Nichole | Grant | 20K | $76.46 |
| 2026-02-27 | Cortopassi Robert M | Grant | 40K | $76.46 |
| 2026-02-27 | Bready Cameron M | Grant | 119K | $76.46 |
| 2026-02-27 | Bready Cameron M | Grant | 3.8K | $76.46 |
| 2026-02-27 | Cortopassi Robert M | Grant | 1.8K | $76.46 |
| 2026-02-27 | Whipple Joshua J | Grant | 38K | $76.46 |
| 2026-02-27 | Whipple Joshua J | Grant | 1.6K | $76.46 |
| 2026-02-27 | Steele-Belkin Dara L. | Grant | 20K | $76.46 |
| 2026-02-27 | Steele-Belkin Dara L. | Grant | 1.1K | $76.46 |
| 2026-02-21 | Bready Cameron M | Tax withheld | 35K | $82.47 |
| 2026-02-21 | Bready Cameron M | Grant | 36K | $82.47 |
| 2026-02-21 | Bready Cameron M | Grant | 37K | $82.47 |
| 2026-02-21 | Whipple Joshua J | Grant | 24K | $82.47 |
| 2026-02-21 | Whipple Joshua J | Tax withheld | 12K | $82.47 |
| 2026-02-21 | Steele-Belkin Dara L. | Tax withheld | 317 | $82.47 |
| 2026-02-21 | SHEFFIELD DAVID M | Grant | 1.9K | $82.47 |
| 2026-02-21 | SHEFFIELD DAVID M | Tax withheld | 1.1K | $82.47 |
| 2026-02-21 | Cortopassi Robert M | Grant | 8.3K | $82.47 |
| 2026-02-21 | Cortopassi Robert M | Tax withheld | 4.5K | $82.47 |
| 2026-02-20 | JOHNSON JOIA M | Buy | 1.2K | $81.90 |
| 2026-02-19 | Sankaran Vivek | Grant | 239 | $80.25 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-07 | Other | filing ↗ |
| 2026-05-06 | ResultsExhibits | filing ↗ |
| 2026-05-04 | Shareholder vote | filing ↗ |
| 2026-03-12 | Material agreementDebt obligationOtherExhibits | filing ↗ |
| 2026-03-11 | Material agreementExhibits | filing ↗ |
| 2026-03-05 | OtherExhibits | filing ↗ |
| 2026-02-19 | Other | filing ↗ |
| 2026-02-18 | ResultsExec/director changeReg FDExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 10-Q | 2026-05-08 | 2026-03-31 | 0001123360-26-000072 ↗ |
| 8-K | 2026-05-07 | 2026-05-06 | 0001104659-26-056781 ↗ |
| 8-K | 2026-05-06 | 2026-05-06 | 0001123360-26-000070 ↗ |
| 8-K | 2026-05-04 | 2026-04-30 | 0001104659-26-054479 ↗ |
| DEF 14A | 2026-03-17 | 2026-04-30 | 0001104659-26-029453 ↗ |
| 8-K | 2026-03-12 | 2026-03-12 | 0001104659-26-027067 ↗ |
| 8-K | 2026-03-11 | 2026-03-05 | 0001104659-26-026460 ↗ |
| 8-K | 2026-03-05 | 2026-03-05 | 0001123360-26-000040 ↗ |
| 10-K | 2026-02-20 | 2025-12-31 | 0001123360-26-000008 ↗ |
| 8-K | 2026-02-19 | 2026-02-18 | 0001104659-26-017297 ↗ |
| 8-K | 2026-02-18 | 2026-02-18 | 0001123360-26-000004 ↗ |
| 8-K | 2026-01-14 | 2026-01-09 | 0001104659-26-003734 ↗ |