NYSE · Consumer Discretionary

Global Payments Inc. GPN

Global Payments Inc. provides payment technology and software solutions for card, check, and digital-based payments in the Americas, Europe, and the Asia-Pacific. It offers authorization, settlement and funding, customer support, chargeback resolution, reconciliation and dispute management, terminal rental, sales and deployment, payment security, and consolidated billing and reporting services.

Business Services

Company profile

Business mix

  • It offers authorization, settlement and funding, customer support, chargeback resolution, reconciliation and dispute management, terminal rental, sales and deployment, payment security, and consolidated billing and reporting services.
  • The company also provides an array of enterprise software solutions that streamline business operations of its customers in various vertical markets.
  • It markets its products and services through direct sales force, trade associations, agent and enterprise software providers, referral arrangements with value-added resellers, independent sales organizations, payment facilitators, and financial institutions.
  • The company was founded in 1967 and is headquartered in Atlanta, Georgia.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in specialty business services?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 4 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 26.17 FCF 5.85% Buyback 1.58%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Oakmark / Harris Associates Bill Nygren 1.1% $797.9M 2026-03-31
Glenview Capital Management Larry Robbins 10.7% $428.1M 2026-03-31
Lyrical Asset Management 1.9% $122.9M 2026-03-31
Weitz Investment Management Wallace Weitz 1.6% $22.5M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 3 Last 1 13F filing periods
Net reducers 3 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $64.3M Estimated from net added shares
Reduction amount $87.7M Estimated from net reduced shares
Net share change / base shares -1.0% -199,211 / 20,847,186
Bridgewater Associates Ray Dalio 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$74.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 958,080 Last 1 periods -958,080 (-100.0%) Total shares 0 Value $0
Oakmark / Harris Associates Bill Nygren 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 4.5% 13F value change -$80.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 11,348,361 Last 1 periods +506,961 (+4.5%) Total shares 11,855,322 Value $797.9M
Glenview Capital Management Larry Robbins 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 7.4% 13F value change -$30.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 5,921,119 Last 1 periods +439,273 (+7.4%) Total shares 6,360,392 Value $428.1M
Weitz Investment Management Wallace Weitz 1 filing periods
13F 2026-03-31 Filed 2026-05-14
Major reduction Shares -33.7% 13F value change -$16.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 505,000 Last 1 periods -170,000 (-33.7%) Total shares 335,000 Value $22.5M
Lyrical Asset Management 1 filing periods
13F 2026-03-31 Filed 2026-05-11
Minor increase Shares 0.5% 13F value change -$17.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-11
Base shares 1,816,760 Last 1 periods +9,563 (+0.5%) Total shares 1,826,323 Value $122.9M
Gotham Asset Management Joel Greenblatt 1 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -9.0% 13F value change -$3.8M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 297,866 Last 1 periods -26,928 (-9.0%) Total shares 270,938 Value $21.0M

Recent mentions

No public mentions.